Certinia PS Cloud Reviews & Product Details

Has all the bells and whistles you could possibly want to manage a professional services organizations resources and projects. Review collected by and hosted on G2.com.

The amount of features can be overwhelming; if everything isn't set up exactly by the software's book all the features don't always play nicely together Review collected by and hosted on G2.com.

Easy to use project and timecard management modules, including delegation for approvals.

Very good revenue management, including forecasting tools providing insights for our business teams. Review collected by and hosted on G2.com.

Does Certinia support mobile timecards?

Overall an excellent product. Review collected by and hosted on G2.com.

Integrating with our finance software Netsuite was the main driver of this purchasing decision. For the overall success of our services organization, having this integration is vital, and it eliminates mistakes and oversights that we would have otherwise. Being on the Salesforce platform also allows us to keep the delivery of our services better aligned with the opportunities and customer records; this keeps information more centralized. Review collected by and hosted on G2.com.

FinancialForce PSA has so much depth to it. These features are a positive, but also a negative. You have to go all in to get the total value out of the solution. I wish there were ways to take advantage of forecasting and other modules without requiring other departments to align their Salesforce processes to drive PSA inputs correctly. Also, while powerful and valuable, resource scheduler requires significant time to manage, set up and keep up to date. Simplifying inputs required to use functions of PSA would make the barrier to entry easier and improve the user experience.

Another challenge is the duplication of project updates. Our teams track project updates and progress within the PSA; the current functionality does not allow us to manage client project expectations within the system and provide the collaborative experience our teams and customers need. Review collected by and hosted on G2.com.

I appreciate how PSA breaks down the architectural structure of all objects in a way that makes sense and is easy to understand. We have the project, which is the anchor of all the other objects, like the timecards in which users can report the time they spent on that project. Based on the budget and the reported time and cost of each resource we can calculate the project's actuals and know how much funding and resources we have left for that project. Also, creating projects from closed-won opportunities is a well-thought-out way of creating custom projects. Having to be assigned to a project or having the option to make projects globally available without the need to be assigned to one first is also a great feature we use daily. Reporting on all the data available in Salesforce is easy and good to understand. Review collected by and hosted on G2.com.

Sometimes it's hard to undo changes, for example, if a resource has created the timecards for a wrong project and we need to undo those changes. If a project is closed and not active anymore, it can raise a lot of validation errors, so a lot of configuration is needed to undo those changes. Another topic that can be improved is the FF community, as there is not as much knowledge articles available as I would like. As an admin, sometimes I struggle to understand the issue and can't always find a solution in the documentation. Since PSA is such a vast package, it's easy to get lost in the details. Review collected by and hosted on G2.com.

This product makes life easier for users as they help us to release invoice on services products to be handled differently from apttus and client is happy with billing events , Misc adjustment, time cards invoicing .

we are using expense report from concur as well as Financial Force feature and using all currencies which can be handled by FF to enter expense Review collected by and hosted on G2.com.

As of now we would be interested in Service CPQ feature ,we don't have that . Review collected by and hosted on G2.com.

OOTB PSA capabilities, e.g. resource management, automated project creation, ability to configure, native integration with salesforce, ability to integrate with financial systems. Review collected by and hosted on G2.com.

Not a fan of the OOTB document generation capability. The project status reports could be a lot better. Also, certain approval workflows could have been customizable. Review collected by and hosted on G2.com.

FinancialForce has helped us standardize and automate Project Management functions across our varied Business Units. It has proven to be very flexible to allow the different BUs to execute projects differently, and yet, collect common enough progress and financial information to provide Management and Regulatory Authorities timely information. Review collected by and hosted on G2.com.

The reporting of information from FF PSA is not very powerful. It is fine for limited reports across a small number of objects. Complicated reports and multi-BU reports are more cumbersome and requires 3rd party tools. Review collected by and hosted on G2.com.

I genuinely enjoy how invested FinancialForce is in its user feedback and implementation of said feedback. While I haven't had much experience, I am excited to dive into the analytics portion of PSA. Our business is growing rapidly, and I see a use for these tools. Review collected by and hosted on G2.com.

Learning PSA is challenging without formal instruction, and their documentation lacks variety regarding how instructions are displayed. Review collected by and hosted on G2.com.

The user interface is incredibly similar to Salesforce Lightning. The user experience has been amazing and the tables tied to Financial Force make sense.

My main use case is reporting, and it emulates Salesforce reporting exactly, so it is seamless. The revenue information is mostly straight-forward and is easily reportable. Review collected by and hosted on G2.com.

A couple of problems my team has been experiencing are:

1. The daily jobs take some time to understand; if any problems arise, it can take some time to resolve due to the complexity

2. The daily jobs from point #1 take up a lot of data if it's not deleted regularly. This can affect performance. Review collected by and hosted on G2.com.

It has several options for managing projects and monitoring activities, such as the Gantt. And it works in our CRM, which makes billing and management reporting much easier. Review collected by and hosted on G2.com.

It has some more complex parts to understand and explain. For example, milestone approvals, and time validation, people often struggle to understand and apply well in everyday life. Review collected by and hosted on G2.com.