Thumbs up to FinancialForce
FinancialForce Helped Streamline My Billing Process
FF PSA allowed me to create and bill projects from the quotes and opportunities from our sales team, it helped combine multiple processes that existed before.
I like that FF allowed me to bill directly from projects we created in Salesforce. Previously we had separate systems and it was time consuming.
I also like that we are able to customize our project fields and opportunities. I also use the report creating tool a lot.
I sometimes have limitations with specific auto calculations it runs, but they are few at this point.
Reporting good, but very buggy, last generation technology
Provides an interface to let my staff interact and submit information (time cards, expenses, etc.). The ability to pull reports is very helpful and reduces staff time
It's very buggy. Crashes at least once a week and our team loses data all the time. For example, saving time cards has been a nightmare. Generally PSA feels like technology and an interface from the early 2000's. It's dated, and not fun to use.
PSA for Project Management
A lot of builtin Project Management tools. Somewhat difficult to train Users on, due to the complexity of our requirements and instance. Easy to maintain, add and remove Users.
Complexity. A lot of moving parts in the background. We over designed our instance and the group that uses it only uses about 20% of the capabilities.
Great for Professional Services/Project tracking
FinancialForce helps me manage my business!
FinancialForce is fairly easy to use but you definitely need to have an admin who is savvy with FF & SFDC. Once it is setup how you need it, it is fabulous. Reporting can be challenging at times hence the need for a savvy system admin.
The need to export things to Excel for extensive reporting and develop pivot tables to get full data analysis. This is really not just a FinancialForce limitation as we had to do this with other tools we have used.
FinancialForce Professional Services Automation (PSA) Review
Good tool; can be hard to make the most out of it
FF PSA is a Winner
Seamless integration with Salesforce CRM. Intuitive and easy-to-use user interface. Super responsive support team. Unlimited flexibility with all the features offered.
There's some level of complexity involved for beginners considering the sheer number of features available. A lot of updates, at times unnecessary but part of what keeps the FF engine humming along. Could be some improvements to mobile and reporting.
Great Service Automation!
Great product, with a bit of a learning curve but overall easy to set up.
It's very easy to learn - with clean interface and powerful tools, you can quickly start utilizing FinancialForce in just a couple of days!
The only issue we had with FinancialForce was with integrating our revenue reports. Took a bit of time to set it up, however, once done, everything works great.
More than I need Human Capital Management Software
I would say if you are a small or medium business and you have no idea what an HR department or IT department looks like, then you need Vana Human Capital Management.
If you have employees and you want to increase performance, this solution is complete. HR departments will thank you, you will save time and headaches.
This made our performance reviews a dream. The social collaboration is new to us and has become the center of our corporate universe.
you will be overwhelmed so just be warned the Quick Start Implementation will appeal to you, but I encourage you to just get the next level up so the team at VanaWorkforce.com will do all the work for you.
Just get it.
Oh yeah, since it is on force.com it makes integration with CRM and other force.com products a single click of the mouse and has single sign-on, super cool.
The user interface is excellent. If you know Salesforce.com CRM then you will inherently know how to use Vana HCM. WOW! No training required.
Great future vision product, it has more than I need to manage my team, recruit and track people, leave, benefits, compensation, performance and more.
Even better I LOVE the Social Collaboration tool. It keeps my employees working and collaborating in the solution and not of facebook or twitter. Also love the collaboration on goals, initiatives, performance reviews and projects.
Top it off the library was an added bonus, since I can store and share corporate documents and even education materials as part of the solution (free) and have my team collaborate with others on these and track it in the learning management.
Overall: over the top! Thank you.
There is almost too much to learn. The overwhelm is consuming. I wish I had the ability to configure everything that is delivered.
Knowing where to start was a bit daunting, thank goodness they did the first series of configurations to launch the product and provided me with an easy to use Getting Started Guide so my team could calm down and get started 1...2...3
Learning to use the system most effectively was a challenge, but I think we finally got it. It may have been more of a resistance to change, rather than a solution problem. It took a while to adopt it as a company, but we are all on the same page now and it ROCKS!
The Social Org Chart was a bit of a challenge to set up, but easy to re-org and fix with a little help and is now AWESOME!
Robust app with tons of functionality, requires major investment
Sometimes FinancialForce feels like a bit of overkill for our small business, but the functionality is unmatched, especially if you are a Salesforce shop. We have become significantly more efficient in our staffing since adopting FinancialForce, and maximizing our billable utilization rates is worth the investment.
Being a Salesforce app, integration between Opportunities and Projects is seamless, minimizing data entry and enabling robust reporting. Another huge benefit of this is that it's easy to customize the tool to your needs and automate processes. The resource planner is fantastic, very detailed and easy to use.
There are a ton of features that are overkill for our organization, but we can't disable or get rid of them. Some of these features generate a huge number of records that is starting to drive up our data storage costs. The learning curve is also steep, it took at least a year for us to really be using the tool smoothly and figure out what tweaks we needed to make to make the tool work well for us.
Powerful, but not always in the right places
Integrates with SalesForce and NetSuite. Allows resource planning, revenue recognition, and forecasting in one place.
Project planning is rudimentary (Gantt only). No good options for sharing project info with people outside of our organization without extra licenses. Process-heavy features are not a great fit for our organization's culture.
PSA has some great features and is built on Salesforce!
The fact it is built on Salesforce and has direct integration to CRM/Sales Cloud. Timesheet entry and expenses are pretty good.
Support is very poor, take a long time to respond and Level 1 support team could have more knowledge.
Implementation is very complicated and would almost be impossible without professional services.
FinancialForce Professional Services Automation (PSA) review
We have been able to do better resource allocation and better insights into how utilized our teams are
Utilization and project management as it was able to help us better align resources
the project task gantt was hard to use and did not function properly
We are using our PSA for time reporting. There are so many additional features like resource requests, project scheduling, and overall project management that we are beginning to explore. We are also setting up our skills management module this quarter, which will allow us to improve utilization within our team.
I appreciate how PSA links with SalesForce and our customer support modules. As a "superuser" I have all the information that I need at my fingertips. I can address questions from different teams (i.e., sales, support, consultants). I also have files and supporting documentation at a click of a button.
The software isn't very intuitive and can't be installed out of the box and utilized in a day. It takes a few weeks to get accustomed to the functionality, but can take months to explore all of the features. They do have an AMAZING support community. I found that have a relationship with the customer success manager to be most helpful.
Restrictions on Access
Great reporting functionality
analyst / admin
Easy to use for the one who knows it.
I think this software can get intuitive if it's designed right by management. The options are endless so anyone can build it to be as simple or complex as you want.
I like the fact that its customization is very granular, we are in the process to adapt it to our business and we learn about more and more options that make the automation of processes much easier.
In general I have had many issues where project deadlines are directly linked to the projects a resource can add to their time cards.
I have had many situations where after the project is over, a client requests changes, and I cannot add work hours to my time entry because the project does not show in my selection. Worse part is I have to track the PM to tell them the situation in order have them help you. And that is a bit of a process as well.
Using SCM and Financial packages for ECommerce
Would love to see built in EDI support
Salesforce platform, Half Decent API, Great customer support. Allows you to manage things in one place. Lower cost of ownership. Installation and maintenance is nothing compared to most ERP solutions.
API could be more developed. Difficult to customize using apex (ie I would love to see some dependency injection here for custom logic of doing some things). ERP software is complex FF is not exclusion.