Kimble PSA is a cloud-based professional services automation solution which helps professional services organizations run their project-based businesses. The software integrates with customer relationship management (CRM) applications to maximize efficiency & align teams around essential processes.
Kimble PSA’s Foresight Analytics provides users with real-time forecasts for resource demand, cash flow, revenue, and margins. Priority actions, such a resource assignments requiring fulfilment or insufficient purchase order cover, are signposted by Intelligent Insights, and users can drill-down to analyze trends and patterns across multiple performance indicators. Automatic recalculation of revenue and cost forecasts when project schedules change ensures up-to-date reporting at all times.
Kimble’s Proposal Modeler lets users create comprehensive project plans, which factor in elements including resource effort, expenses, and margin. Detailed task plans can be produced using the Project Planner, with predefined template plans and team profiles. The resource planner factors in pipeline capacity to cover both incoming and existing business needs. Kimble PSA also includes a billing engine to ensure all revenue is invoiced, with the ability to configure multiple invoice formats for different customers, project types, and local tax regimes.
Implementing Kimble helped us with Resource Planning, Revenue Visibility and Forecasting, Increased Utilization, Time Capture. As a small services company, it forced us to really step up our game. But that's what's needed to grow...and not lose sleep due to guessing at resource availability, and also revenue/cost/margin projections.
Kimble lets you create templates for how you sell and deliver your services. You begin using it during the selling phase. Who will be your resources? What skills do they need? When will those resources be scheduled? The process follows all the way from the original proposal, through delivery, time and utilization tracking, and on through to invoicing. The unique thing about Kimble is that it's forward looking and forward planning.
The goal of any consulting company, and how Kimble is designed, is to reduce bench time and feel confident in taking on and planning delivery of products down the road. And as you do all that within Kimble you'll have a forward-looking financial picture as well. For us it's all about balancing the supply and demand. All project time, revenue, and costs for a project are mapped out for as far forward as your projecting. Usually you have extra FTEs doing just that work.
Take the time to do a proper implementation, and you'll need to dedicate plenty of time to testing all your use cases. There is a lot of knowledge transfer that has to happen, and we've had to resist the urge to rush through the implementation.
Not a dislike, but know that this is a tool to manage your business, and as such you'll want your delivery managers using it daily. You've got to engage with this product and it's process. If you don't, then it's just backward-looking time entry. Since you're reading this review I'm guessing you've had enough of that.
Kimble has been fundamental to our growth. As we've scaled, it's helped us with tasks that were simple when we were only a few people:
- Understanding our sales pipeline
- Knowing resource availability
- Tracking project financials
- Month end and billing
- Recording client information and conversations
Kimble supports the bulk of our business, from first conversations with a client, to resourcing and from managing a live project, to invoicing. Kimble automates what would otherwise be laborious manual processes and rewards up front effort. For example, resourcing information entered during the sales process allows you to quickly find the right person for that role based on availability and skill set and consultant's timesheet entries become invoicable items that finance can quickly process.
The user interface could be improved. Kimble has a complex data structure, which makes it really powerful but somewhat confusing to the standard user. A friendlier, more intuitive interface would help users get up to speed quickly and properly benefit from the tool.
We manage our entire consulting business in Kimble and could not easily run our business without it.
Kimble integrates really well with Sales Cloud giving us end to end visibility of our Sales Forecast, Revenue Forecast, Team utilisation, Project Billing, Invoicing, Project and Business Unit Margin in Real Time. We can look forward and see issues before they occur when we can still take action. The solution supports all our Pre Sales, Sales and Delivery operations as well as being tightly integrated to our salesforce platform.
Kimble has a lot of functionality and as a result it can be hard to find what you are looking for if you are not in the tool every day. It has a complex data model to support all this functionality which can make writing new reports trickier than on vanilla salesforce however Kimble supply a vast array of reports out of the box which address everything we need without building additional reports.
For us the most important functions are revenue recognition and resource utilization. Our current systems tend to view metrics in smallish chunks, utilization was inaccurate and based more on word-of-mouth. We needed a complete picture, most systems can tell you what happened, we need to see what "is" going to happen and how that will impact our revenues and personnel. Our growth is explosive and we need a proven tool to help us effectively manage it.
Functionality is complete and well thought out with the flexibility to meet all the use cases we could throw at it. Administration has been simplified albeit you need to familiarize yourself with some of the terminology first. Ongoing technical support was important to us, we didn't want to feel like it was a "a one and done" project and so far they have met our needs.
It's important to devote a significant amount of time to learning, practicing and testing during your implementation which has always been a pain-point for us. I wish it could be faster but I understand the flexibility of the application and our tribal knowledge of the PS team required the effort.
easy billing process
realtime view on project success
easy to use time & expense
better organization of resources
all in one solution for ALL relevant business processes in a typical consulting company
would prefer if Kimble could highlight the most important and most needed features (update 2018: this became much better with the new user interface)
Contact Kimble Applications for pricing information.
• Run a proactive business, using Kimble’s diagnostics to drill into factors that are affecting business performance.
• Keep forecasts for possible, probable, and firm work up-to-date.
• View resource supply and demand in interactive views that allow drag-and-drop fulfillment of demand.
• Setup projects during the sales cycle with one click using templates for each type of product sold.
• Ensure deliverable margins using Kimble’s Proposal Modeler, which visualizes the implications of resourcing changes on project cost and revenue in real-time.
• Devolve accountability for project success and profitability to project managers, with Kimble’s Intelligent Insights acting as a guiding hand coaching project managers to make the right decisions.
• Capture time and expense on-the-go using Kimble’s mobile app.
• Ensure accurate billing the first time with invoicing that incorporates approved project data.
• Collaborate with clients in the Kimble Customer Community.
• Unlock unprecedented speed to value with an easy-to-implement cloud solution and one-click integration to Intacct.
Below are some frequently asked questions for Kimble PSA.
Kimble PSA offers the following pricing plans:
Pricing model: Subscription
Free Trial: Not Available
Contact Kimble Applications for pricing information.
Kimble PSA offers the following features:
Kimble PSA has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
Kimble PSA supports the following languages:
Kimble PSA has the following pricing plans:
Kimble PSA supports the following devices:
Android, iPhone, iPad
Kimble PSA integrates with the following applications:
MYOB Advanced, MYOB Essentials, QuickBooks, QuickBooks Online, SAP Concur, Sage Intacct, Sage | Accounting, Salesforce Sales Cloud, Xero
Kimble PSA offers the following support options:
Online Support, Phone Support