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
analyst / admin
Depends on your needs
Great app with good functionality
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.
If it had a face I would punch it... repeatedly... until it was bleeding!
See my review!
Lots of tools in the toolbag. There is no doubt this product has lots of features and can help businesses cover many of a project management office's needs including project reporting and planning; timecard entry and management and status reporting.
It is a matrix organisation's wet dream giving lots of opportunities for different horizontals and verticals to organise and crunch the data in their own specific ways.
Custom reports are good and I like the dashboards if you can find enough data fields to actually drive what you need.
This product is so infuriating to work with for any length of time. I use this as both Project Manager and a user. It has just enough functionality to make you hopeful you can do what you need and then crushes that hope. Here is a quick run of the major (dis)functions:
1. It uses a web browser - chrome is just about OK, Firefox works in some parts but not others, Internet Explorer does not work. Because it uses a browser it is easy for IT departments to deploy (i.e. cheap) and is a dreadful experience to use.
2. Timecard entry is for a complete week and requires comments for each project/task/day combination. It is not a bad solution but is not great either.
3. The creators seem to push the idea of having resource managers in your business requiring project managers to create resource requests which then lead to assignments on projects. Whilst there is nothing inherently wrong with this requires so many more steps (and people) than is necessary, which introduces complexity and delays.
4. The Project Task Gantt view is the fibrillating heart of the tool and is so annoying I find it hard to get the words out. There is no useful integration with MS Project so you are forced to gouge away trying to use the functionality. You need to save constantly, the view of the tasks jumps backwards in time so you lose your focus, the task tree expands every time you save. In short it is SO frustrating to work with.
Save yourself this nightmare - run Forest run!
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.
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 reporting functionality
FF PSA review
Your one stop PSA tool
Best PSA for Salesforce Users
FinancialForce PSA is essential for our business to run the services department.
Easily connects our professional services teams with projects and customers in one place. FinancialForce is built natively on the Salesforce Platform so everything is connected. Has everything we need for a PSA tool with an amazing support team.
With so many features and flexibility in the software, the best options to do something isn’t always clear.
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!
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.
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.
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.
Significants improvements to Financial Control for an NGO
Excellent analysis tools and integration with Excel supports our multiple reporting and wider organisational needs.
Dimensions Feature allows the level of reporting we need to comply with multi-country/currency/project/phase/donor requirements.
Very easy to use and to train others to use.
Excellent import/export facility with Excel.
Web based allows field and UK staff to work in real time on the same data.
We are an NGO, and our requirements are only for General Ledger, so I cannot comment on the pros and cons of the full system.
We also use SalesForce; which is a pre-requisite to gain some of the benefits above.