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Workday PSA vs Certinia PSA

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Our analysts compared Workday PSA vs Certinia 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.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Workday PSA Software Tool
SelectHub Award Winner
Certinia PSA Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

80 Detailed Analysis

User Sentiment

Great User Sentiment (26 Reviews)

Analyst Rating

92 Detailed Analysis

User Sentiment

Great User Sentiment (536 Reviews)
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.
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Certinia PSA (formerly FinancialForce PSA) offers users complete clarity over their business' sales, finances and services. It enables users to manage clients, team members, projects and financial information in one PSA system. Users receive uniform data points so they can better monitor resources and make accurate estimates.

Sales engagement, project management, time and expenses and resource management are some of Certinia PSA's top capabilities.
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$99/User, Monthly
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$175/User, Monthly
Free Trial is available →
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • 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.
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  • Master Record: Users can utilize a master record of customer data with immediate transparency and seamless teamwork throughout their projects, resources and clientele. 
  • In-depth Insights: Certinia PSA enables users to gain deep analytics and robust insights from their company to make timely and wiser business choices. 
  • Automatic Business Practices: Users can automate all of their business practices from opportunities to pinpointing revenue.  
  • Flexible and Cohesive: This solution is adaptable and works with small and large companies. Its cloud deployment enables users to seamlessly collaborate with every essential employee, internal and external stakeholders. 
  • Full Transparency: Certinia PSA can showcase resource data 24/7 so users can immediately pull up needed resources or preserve them. 
  • Accessibility: Users can access the time and expense management and upload snapshots of expense receipts with the mobile app. The app can streamline the time and expense tracking process by making it available at any time on any connected device.  
  • Receive Accurate Predictions: Users can implement the billing and revenue recognition module to generate accurate forecasting and predictions. It includes thorough scheduling information and an analysis of revenue impact. Users also receive current and future perspectives with full transparency of their sales pipeline.  
  • Adjustable Dashboards: Having trouble sharing the right metrics with the right people? Executives, resource and project managers, financiers and consultants can implement Certinia PSA's flexible dashboards to study and evaluate key performance metrics. 
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  • 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. 
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  • Streamline Resource Allocation: Certinia PSA's resource management accessory enables users to comprehend every quality of a resource schedule such as project time, PTO, non-billable time and more, to maximize staffing and dominate project management. Users can track resource skills, certifications and availability and oversee and tailor utilization measurements to achieve their resource scheduling demands. 
  • Monitor Every Resource: Users can employ the resource management tool to review capacity, backlogs and availability throughout projects. This module can proactively display resource schedule information online 24/7. Users can find, preserve and generate needed resources right away or in the future. 
  • Establish Practical Expectations: This solution offers a sales engagement tool for users to actively participate in the sales cycle to formulate trustworthy quotes and monitor customer expectations. Users can project requirements and prices to create realistic expectations. When users gain visibility in the brainstorming stages of sales, they can boost margins and clientele gratification.    
  • Transparency in the Sales Channel: Users receive whole visibility in the sales channel with the sales engagement tool to plan ahead by recognizing gaps in supply and demand beforehand. Users can also forecast resource requirements before deals close so they can make informed business decisions. 
  • Communicate with Stakeholders and Clientele: The PSA communities accessory enables users to share current data, reports and project plans with internal and external stakeholders. Users can initiate prompt discussions and share the necessary documents. This tool also allows users to convey and work together with customers by sharing project statuses, data and files.  
  • Manage Partners and Subcontractors: Users can employ the PSA communities module to ensure partner and subcontractor stakeholders are in the know by sharing related costs, availability and project influences. This accessory can exhibit partner and subcontractor costs as they occur, automatically submit time and expenses and monitor invoices and vendor cost budgets. 
  • Develop New Projects in One Click: The project management accessory authorizes users to create new projects with one click and all of the significant information is automatically entered. Users can benefit from advanced project templates to reduce time and guarantee cohesive delivery methods for projects to reach positive outcomes.  
  • Launch Elaborate Procedures: Users can execute workflows and strategies with the project management tool. Managers receive configurable views of their assignments, intricate workflows are promptly activated to meet the most complex assignments and resources can be assigned to specific projects or jobs with thorough work breakdown structure (WBS) support. 
  • Gantt Conspicuity: The project management tool also offers hands-on Gantt charts to fully see plans, dependencies and timelines. Users can search and filter project information and dive into single resource schedules. The drag-and-drop component enables users to move or place assignments and effectively respond to changes.  
  • Facilitate Time Entries and Approvals: Users can implement the time and expense management tool to easily modify time for responsibilities and jobs in one place. Users can copy from other schedules or previous weeks. This module allows users to approve procedures through emails, social channel feeds and mobile devices. Bulk approvals come in handy for large quantities of timecards or expenses.  
  • Mobile-Friendly: The time and expense management module is available on the Certinia app so users can input or validate timecards and expenses. Users can also load snapshots of expense receipts. 
  • Oversee Project Profits: Users can leverage the project financials accessory to study the financial progress of a project. They receive authorization to revenue, bookings, backlog, billing, budgets and rate realization any time anywhere. This module enables users to effortlessly filter data by region, practice or group breakdowns. Users can also monitor the project's revenue costs and margins with the project or portfolio-mode views. 
  • Seamless Billing: The project financials module can be utilized to automate the bid to bill process that can be shared with a user's sales, services and finance departments. Users can also bill by time and expense, flat fee and retainer and combine several billing types for one project. This accessory also produces invoices or mixed billing events for the financial backend of a user's choosing.  
  • Set Budget and Watch Progress: Certinia PSA's project financials component has a revenue recognition extension that permits users to create revenue recognition standards to match your business needs or procedures. Users can upload revenue transactions into their financial system and receive complete transparency over what's ready to bill, what's already been billed and what's been invoiced. This tool can monitor actuals against budgets immediately as it occurs. Users can employ access and workflow restrictions to control budget approvals and requested modifications.  
  • Swift Billing and Easy-to-Find Revenue:  The billing and revenue recognition accessory permit users to pass along bills to their preferred financial system. This tool offers instant assembly of billing data as their projects are finished and submitted for flexible approval. Users can implement a protected audit trail for guaranteed compliance and effortlessly input revenue transactions into your financial application. 
  • Real-Time Data and Insights: Users can employ the dashboard and reporting accessory to promptly display performance and essential KPIs. This feature has vigorous, adaptable dashboards and reports and significant data so users can make crucial and punctual administrative decisions. Users can also develop a library of status reports for their archives and adjust automation options to email customizable reports and files. 
  • Role-Based Dashboards: The dashboard and reporting feature is equipped with personalized management dashboards. These dashboards are flexible for executives, resource managers, project managers, financiers and consultants. Users can also create data access rights that align with a particular role and divide metrics to review extra practical metrics.  
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Product Ranking

#94

among all
PSA Software

#16

among all
PSA Software

Find out who the leaders are

Analyst Rating Summary

80
92
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93
100
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95
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Dashboard and Reporting
Resource Management
Time and Expense Management
Project Collaboration
Platform Capabilities
Project Collaboration
Project Financials
Dashboard and Reporting
Mobile Capabilities
Time and Expense Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Workday PSA
Certinia PSA
+ Add Product + Add Product
Customer Relationship Management (CRM) Dashboard And Reporting Mobile Capabilities Platform Capabilities Project Collaboration Project Financials Project Management Resource Management Time And Expense Management 68 100 89 92 97 86 66 100 100 93 97 95 92 100 100 93 94 95 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 26 reviews
Great User Sentiment 536 reviews
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.

84%
of users recommend this product

Certinia PSA has a 'great' User Satisfaction Rating of 84% when considering 536 user reviews from 5 recognized software review sites.

n/a
4.8 (9)
4.0 (21)
4.2 (438)
n/a
4.2 (49)
n/a
4.7 (22)
4.2 (5)
3.6 (18)

Awards

SelectHub research analysts have evaluated Workday PSA and concluded it earns best-in-class honors for Time and Expense Management.

Time and Expense Management Award

SelectHub research analysts have evaluated Certinia PSA and concluded it earns best-in-class honors for Mobile Capabilities, Project Collaboration and Project Management.

Mobile Capabilities Award
Project Collaboration Award
Project Management Award

Synopsis of User Ratings and Reviews

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.
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Friendly Interface: Precisely 62% of users stated that the program has an easy implementation process and an intuitive user interface.
Strong Performance: Certinia PSA is a single source of information that streamlines procedures and manages projects, teams, patrons and financial tasks, as stated by 65% of users.
Oodles of Features: This solution is equipped with a wide range of features including time tracking, resource planning and allocation, reporting, forecasting, bank reconciliation and more, according to 67% of users.
Smooth Integrations: Roughly 94% of users say the software can merge with other solutions such as Salesforce, Excel, NetSuite, Certinia Accounting, other CRM programs and more.
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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.
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Customization Limitations: Certinia PSA's customization options may not be as extensive as some users require, potentially leading to workarounds or compromises in tailoring the platform to specific workflows.
Usability Challenges: The user interface and overall user experience of Certinia PSA can be complex and require a significant learning curve, particularly for new users or those transitioning from other PSA solutions.
Reporting Flexibility: Generating customized reports or accessing specific data points within Certinia PSA may require advanced knowledge or technical expertise, potentially hindering efficient data analysis and decision-making.
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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.

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Certinia PSA is an effective PSA application that extends a full variety of features to its users. Its interface is user friendly and the implementation process is straightforward, avoiding confusion. It also integrates with other programs such as NetSuite, Salesforce, Salescloud, Certinia Accounting, other financial management solutions and more. Certinia PSA's overall performance expedites routine operations and governs projects, teams, customers and financial duties with ease, making it a robust and handy software.

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Screenshots

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