Certinia PS Cloud vs. Teamwork.com

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.

Teamwork is awesome for teams who need a flexible tool that supports all types of projects. Since it supports kanban it makes visualizing the work to be done and the work in progress very easy. The Gantt chart support is decent and helps to understand how a team is doing when it comes to getting work done in a given time frame. Teamwork isn't a great option for companies that have a bunch of projects going simultaneously due to the way Teamwork structures their billing based on a number of active projects.

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

• I am a believer that simple and easy should be the key to create great opportunities.
• Teamwork has helped me to turn simple task management into the execution of large, massive projects.
• It has certainly worked great in helping to maintain workflow in my department.

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

• Visualization needs to be improved, charts graphs are limited
• Value stream mapping should be available to determine and prioritize the work.
• Documentation should be available stepwise with export and printable facility.
• It should be configurable like ERP with cross functionalities of different users, where users login, assign and approve the work, job or project details, where it should be collectively effected on a project.
• Add many examples, little more AI, Machine learning required for suggestion and recommendation. It would be a plus point

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.

We are already at an annual contract, and have been for the past 5 years; so far the system has delivered, and our personal is already trained in it. A major overhaul of our entire infrastructure (as in moving everything to a single, unified platform) might change the current continuity of Teamwork Projects on our organization, but that's not feasible in the near future.

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.

The web based user interface is familiar, flexible (boards, task lists, and Gantts) and feature-rich. It is simple enough for the beginner to be effective and robust enough for experienced users to gain efficiencies with advanced techniques. Reporting is intuitive and can be customized for transfer via email or to paper. Great interoperability with other tools make teamwork dependable and a good partner for the overall technology stack.

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.

The support service provided by Teamwork is excellent, and one of the best I've experienced. This is for the following reasons: (1) The speed at which they respond to queries I raise (2) The depth of understanding they have of the product (3) The way in which they are able to understand my questions without needing me to re-explain (4) The quality of the documentation available online (5) The openness they express about current issues and downtime

Incentivized

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

I spoke about this quite a bit before, but as far as usability goes, Microsoft Projects is totally useless for me, so I avoid it at all costs. Basecamp was just a task management app and had very small feature set beyond that. We had to rig it to do other things for us, but it failed at that. Asana was a very nice app to trial, but it lacked many of the features that we were looking for.

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

• Overall, it keeps our team on track ensuring that all of our projects are on time and on budget, which definitely contributes to our retention rates.
• It ensures that we're tracking time on billable tasks which contributes directly to our bottom line.
• Teamwork Projects also helps us better forecast when a clients project can be completed (alongside the other work our team needs to accomplish) AND it helps us more accurately quote projects in the future because we have historical time tracking data saved.

Incentivized