Home > PSA Software > Klient > Klient vs Workday PSA

Klient vs Workday PSA

Last Updated: November 18th, 2024

Our analysts compared Klient vs Workday PSA based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

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Product Basics

Klient is a PSA system designed for large corporations and small businesses. The enterprise version is built on Salesforce and enables users to work side by side with clientele for ideal services from the early sales stage to service delivery. The small business version is intended for startups and entrepreneurs. Users can manage timesheets, expenses and client billing and monitor projects with one platform.

As a whole, its objectives are to extend effortless customer experience, visible communication between team members and clients for guaranteed alignment of expectations and transparent project health statuses. Project management, team collaboration and time management are some of its key features.

Workday Professional Services Automation is a cloud-based app that delivers fully integrated solutions for project management, talent acquisition, expense tracking, timekeeping and more.

This system has an adaptive framework that streamlines human capital management and offers visual customizations of the intuitive interface. Manage teams, projects, recruiting and finances from one location. Improve productivity through suggested insights and automate workflows to increase customer engagement.

$49/User, Monthly

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Tailored to your specific needs

$99/User, Monthly

Free Trial is available →

Get a free price quote

Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Prompt Communications: Users gain real-time communication with their customers to guarantee everyone is in the loop. When communication is open, users receive complete awareness of their sales channel so they adjust their resource planning accordingly.
Maintain Customer Satisfaction: Incorporated surveys, status reports and customer satisfaction monitoring provide users with clear insights on the health and satisfaction of their clients.
Scalable: Klient grows with businesses and companies as their client-base and production demands expand.
Easy Interface: Users work with a comprehensive interface that allows administrators to conduct intricate and smooth procedures to meet their business protocols.

Improved Resource Management: Allocate resources efficiently by matching skills to project requirements, reducing downtime and maximizing productivity.
Enhanced Project Visibility: Gain real-time insights into project status, budgets, and timelines, enabling proactive decision-making and timely interventions.
Streamlined Billing Processes: Automate invoicing and expense tracking to ensure accurate and timely billing, reducing administrative overhead and improving cash flow.
Optimized Workforce Utilization: Monitor and adjust workforce deployment to ensure optimal utilization, minimizing bench time and increasing billable hours.
Comprehensive Financial Management: Integrate project financials with core accounting functions to provide a holistic view of financial performance and profitability.
Scalable Solution: Adapt to business growth and changing project demands with a flexible platform that scales with your organization.
Enhanced Collaboration: Foster better communication and collaboration among team members with integrated tools for sharing documents, updates, and feedback.
Data-Driven Decision Making: Leverage advanced analytics and reporting capabilities to make informed decisions based on real-time data and trends.
Improved Compliance: Ensure adherence to industry standards and regulatory requirements with built-in compliance features and audit trails.
Reduced Administrative Burden: Automate routine administrative tasks, freeing up time for strategic activities and reducing the risk of human error.
Enhanced Client Satisfaction: Deliver projects on time and within budget, improving client satisfaction and fostering long-term relationships.
Seamless Integration: Integrate with other enterprise systems such as CRM and ERP to create a unified, streamlined workflow across the organization.
Customizable Dashboards: Tailor dashboards to meet specific needs, providing stakeholders with the information they need at a glance.
Proactive Risk Management: Identify and mitigate potential risks early with tools for risk assessment and management, ensuring project success.
Enhanced Forecasting: Improve project forecasting accuracy with predictive analytics, helping to anticipate future resource needs and financial outcomes.

Project Management: Users can use the project management module to administer all of their projects from start to finish. They can formulate tasks with drag-and-drop tools, partner with group members and clients on project operations and real-time status notifications.
Unified Teamwork: Klient's collaboration accessory enables users to promptly email customers and associates when a new procedure is finished. They can also invite clientele to work on assignments.
Time Management: Users can document how much time is spent on specific duties and assignments with the time management module. They can also track billable or non-billable time and offer accurate client billing by recording costs and bill rates.
Expense Management: Thanks to Klient's expense management module, users can generate adjustable expense and tax types to perform expense processing. They can also invoice billable expenses to their clients.
Resource Management: The resource management accessory permits users to plan, schedule and record all of their resources. If needed, they can effortlessly change resource schedules.
Project Accounting: Users can transform every project into profitable opportunities with the project accounting tool. They can monitor rate cost and bill rates, cards and employ flexible client invoices in batches or on-demand.
Surveys: Klient's survey tool enables users to generate and send customer surveys such as NPS, CSAT or open surveys to study feedback. This component assists users in keeping and maintaining customer support.
Plenty of Integrations: Klient has a string of integrations to streamline various processes. It integrates with a variety of popular third-party tools such as Quickbooks, Xero, Sage, Drakya, Glic Tech, Slack, RelationEdge and more.

Expense and Revenue Tracking: Control spending using the Mobile Expense Capture tool to scan and upload receipts on the go. Analyze expenditures or approve budgets according to user controls. Oversee lifecycles for all projects and customize billing schedules, rates or exceptions.
Project Management: Assign team members to activities based on skills. Configure or modify processes without coding knowledge. Monitor roles, revenue and hours linked to each task.
Workforce Management: Provide flexible support to employees using personalized pay options like period salary or multiple one-time payments. Simplify time tracking with the mobile and web time clock that includes geofencing. Monitor and approve timesheets quickly by viewing highlighted anomalies and automating approvals.
Employee Self-Service: Set up direct deposit without an administrator. Request time off or check balances and accruals through mobile and voice self-service. Update personal information, view updates or pay and benefits at any time.
Reporting and Analytics: Using global data to scale workforce needs, anticipate staff absences or changing employment regulations. Improve business performance by building competitor benchmarks into reports.
Integration: Integrate with SAAS apps or with third-party tools such as Salesforce. Submit expense reports from Slack or Microsoft Teams.
Performance Management: Upskill employees and recommend learning modules or job opportunities. Apply predictive talent insights to coaching sessions and set performance goals. Develop career plans and schedule follow-ups.

Product Ranking

#9

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#94

among all
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Analyst Rating Summary

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User Sentiment Summary

88%

of users recommend this product

Klient has a 'great' User Satisfaction Rating of 88% when considering 63 user reviews from 2 recognized software review sites.

81%

of users recommend this product

Workday PSA has a 'great' User Satisfaction Rating of 81% when considering 26 user reviews from 2 recognized software review sites.

4.4 (62)

4.0 (21)

5.0 (1)

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4.2 (5)

Awards

Synopsis of User Ratings and Reviews

Simple User Interface: Precisely 71% of users reported that Klient has a user-friendly interface and a simple implementation process.

Responsive Support Team: The customer support team has a rapid turnaround time, according to approximately 100% of users.

High-Quality Performance: Roughly 44% of users say the overall performance of Klient is fantastic and reduces downtime.

Configurable: Nearly 75% of users claim Klient is pliable to their business needs.

Abundant Accessories: Klient has a grand package of features including approval workflow, project management, project layout, retainer billing, revenue recognition and more, as stated by 55% of users.

Integratable: Precisely 100% of users said Klient integrates with Slack, Sage Intacct, Chatter and other applications.

Streamlined Project Management: Users praise Workday PSA for its intuitive interface and robust project management features, enabling efficient planning, tracking, and execution of projects.

Enhanced Resource Management: Workday PSA excels in resource management, allowing organizations to optimize resource allocation, track availability, and ensure projects are adequately staffed.

Improved Financial Control: Users appreciate Workday PSA's financial management capabilities, which provide real-time visibility into project costs, budgets, and profitability.

Lagging System: Of the users who responded to Klient's overall performance, 55% of users said it has a slow loading time and the occasional unexpected error messages.

Limited Reporting: Nearly 42% of users say the reporting feature has limited capabilities and templates.

Reporting Limitations: Users express frustration with the inflexibility and limitations of Workday's reporting features, particularly when trying to create custom reports or extract specific data sets for analysis.

Complex User Interface: The system is often described as being difficult to navigate, with a steep learning curve for new users and even experienced users struggling to find specific functions or complete tasks efficiently.

Integration Challenges: Integrating Workday PSA with other systems can be a significant hurdle, often requiring extensive customization and support from Workday or third-party consultants.

Klient is a vigorous PSA program that has an array of appliances such as project management, resource management, workflow approval, retainer billing, revenue recognition and more. It's built on Salesforce and integrates with Chatter, Slack, Sage Intacct and other platforms. The interface is user-friendly, the implementation process is simple and the customer support team has swift problem-solving skills. Although the speed of the system is slow and the reporting tool lacks some templates, clients believe Klient is a potent project management resource.

Is Workday PSA the workhorse of PSA solutions? User reviews from the past year suggest that Workday PSA is a strong contender in the PSA market, particularly for larger organizations with complex needs. Users praise its robust feature set, highlighting its comprehensive financial management capabilities, seamless integration with other Workday products (like HCM and Financials), and powerful reporting tools that provide granular insights into project performance. For example, users mention the ability to track project profitability in real-time and proactively identify potential budget overruns as a major advantage. However, this robust functionality comes at a price. Users frequently cite Workday PSA's complexity and steep learning curve as drawbacks, suggesting that it may not be the best fit for smaller businesses or those with limited IT resources. Some users also express frustration with the platform's user interface, finding it less intuitive than competitors like FinancialForce PSA or Projector PSA. Despite these criticisms, many users maintain that Workday PSA's strengths outweigh its weaknesses, particularly for organizations already invested in the Workday ecosystem. Its ability to unify financial, HR, and project data into a single source of truth is a powerful differentiator that enables data-driven decision-making and streamlines operations. In conclusion, Workday PSA is a powerful but complex solution best suited for large, enterprise-level organizations with the resources and technical expertise to maximize its potential.

Screenshots

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FAQ

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