Certinia PS Cloud vs. Rocketlane

Simplification of multiple operations within the business and easy scheduling and task management through FinancialForce PSA is effective and easy tracking multiple previous project activities is easy. Automation tools stability is good, and flexibility on services production and even the connection of customers with services providers is amazing and the development life cycle management is incredible.

There is project management tracking from the start till the end (onboarding till hypercare). The bifurcation of project stages and pre-built templates is good; you can assign client tasks. Less appropriate: Raising tickets for developers because there is no escalation management option. Let’s say the developer didn’t reply in 24 hours for a high-priority task; this should be automatically escalated to their senior.

Incentivized

• Simplicity. I never felt like the system was too complicated to figure out, even as I was just starting out using it.
• Efficient. I like how easy is it to get through the entire process and see all of the data in an easy to read manner. It's good for the company to be able to organize its expense data using the product.
• Fast. I was able to complete my expense reports fast and pain-free.

Incentivized

• The project timelines and tasks feature is nice.
• Status updates can be published, which can be seen by external stakeholders/clients even though they are not on Rocketlane or they have not taken Rocketlane subscriptions.
• Timesheets can be easily tracked through which resource utilization can be planned.

Incentivized

• The only part of FinancialForce that is very frustrating, is that we are unable to edit an invoice after it has been posted. The invoice is permanent and any small error can't be fixed, which means I have to create another invoice. Because of this, we have multiple "discarded" invoices in the system--forever!

Incentivized

• Project Opening time
• Automated time tracked should be there
• Every phase has a option to make a call and zoom so time tracked real time

Incentivized

There is another PSA software program that we have been looking into (DreamFactory) that could potentially replace FinancialForce PSA in our organization. Like FinancialForce PSA, it is cloud based on the force.com platform. Licensing is slightly less than FinancialForce PSA, and the Resource Management tool is far superior to FinancialForce PSA. With that said, our renewal falls in Q4 2014 and I don't foresee us implementing a new system this fiscal year.

It really helps to support us in supporting our customers.

Incentivized

From my standpoint, FinancialForce PSA is relatively easy to use. As a System Administrator, I am able to maneuver around the software with ease. As a user of FinancialForce PSA, I am able to input my timecards and expense reports without any issues. I have received very positive and very negative feedback about using FinancialForce PSA, however, from users in other functional roles in my organization.

Because of the impact, it has created in terms of saving resources and time by helping them with project-related timelines.

Incentivized

We have maybe had 1-2 outages over 3 years.

Most of the time it is fine. There are peak periods of usage where performance noticably slows down (i.e., Monday mornings when time is due and many reports are being run)

Every time I submit a new help request, whether it's an actual help request or just a question about FinancialForce PSA, I always feel that I'm receiving world class support. The support we receive from FinancialForce PSA is always very detailed and professional. There are some requests that take longer than other for the initial response, which is why I did not give a full 10.

It was fine.

Appirio did a good job, however, the user team didn’t know enough to make all the right configuration/customization choices. The team focused too much on replicating existing processes vs. reengineering them. In hindsight we should have had deep dive reviews at key milestones and enforced more focus on how the software would operate. We didn’t have access to true best practices expertise. In hindsight, a consultant from the outside would have been helpful to drive this.

PSA comes with a lot more data and reporting capabilities than were available at the time we switched from BigTime IQ. You get more features and functions with PSA, but the user interface is much much more difficult than BigTime. It was a fairly big trade-off to get more data and increase user accountability vs. a clean and simple tool that was easy to understand and use.

Incentivized

Ease of User, User Friendliness, Customer Onboarding, Task Management, Effective & Efficient communication, Project Management, E-mail reminders/notifications, Publishing status report, Overview of all projects, Templates, Resource management, Timesheet

Incentivized

• We are a boutique consulting company and having FF PSA has allowed us to concentrate on the pre-sales side of business instead of being mired in the admin of projects and people.
• There is some redundancy for our consultants in managing Project Tasks and timecards, however, this is more based on our business process than the product.
• As a Managing Partner I love the 360 view of our business we get with SF and FF PSA.

Incentivized

• As an admin and end-user, Rocketlane has saved me at least four hours of work every week. Multiply that across the entire team, and we're saving two full days of work by removing all the manual tasks.

Incentivized