FinancialForce.com is delivering cloud accounting and professional services automation to a wide range of organizations around the world. Here is a quick introduction to some of the customers who have already joined us in leading the way...
We needed a system that would grow with us and save us time and money. The efficiencies and cost savings we have realised as a result of FinancialForce PSA have enabled us to do this.
Jocelyn Garrison, Financial Analyst
Ahead is purpose built to enable companies to understand and take advantage of today’s revolutionary technologies. These technologies drive the next-generation data center, which improves agility, availability, and responsiveness, and takes out cost. Our technologists, consultants, and sales team help clients evaluate the potential technical, operational, and financial benefits of these innovative solutions. Where the benefit is adequate, we work to properly architect, procure, and deploy these solutions in a timely and effective manner.
Hats off to FinancialForce for their responsiveness during the implementation and solid performance since our going live. Very well done.
Scott Johnson, Vice President
All Traffic Solutions, is the traffic safety division of Intuitive Control Systems, LLC. It develops traffic safety equipment including radar speed displays and variable message signs used for communication to the public and by planning and law enforcement authorities for traffic intelligence. Since its move into the traffic arena eight years ago, All Traffic Solutions has consistently shaken up the market by introducing new innovations including the portability of equipment, making it easier to use in more places.
The biggest benefit we have seen has been the ability to create payables from sales invoices from information held in Salesforce. Previously our Accountants would have to re-enter information in order to produce invoices. Now this is done in the click of a button and all the information is held in one place. We are confident that as we realize more time savings using FinancialForce Accounting, we will be able to focus on building our accounts and increasing revenue.
John Petrillo, CFO
Bernstein & Andriulli is a premier creative artist management agency and media consultancy, also comprising Gallery Stock, an image library founded in 2005 as a showcase for the archives of the world's leading museum and commercial photographers.
Using FinancialForce Accounting has allowed us to speed up our AP process. It’s more automated, more efficient and we are able to get it done at least 1 day earlier.
Scott Travasos, CFO
Blue Shield of California Foundation, an independent member of the Blue Shield Association, is a not-for-profit health plan dedicated to providing Californians with access to high-quality health care at an affordable price. Its pledge is that if it earns more than two percent net income in any year, it will return the difference between what is earned and the two percent to its customers and the community.
Read more about how Blue Shield made Finance social with FinancialForce Accounting on CFO.com and Ventana Research.
FinancialForce Accounting has enabled us to manage a 48% revenue increase in a year without adding headcount. Our old system wouldn’t have been able to cope with this level of growth.
John Hindson, Head of Finance
Formed in 2006, with offices in both the UK and Zambia, BuildIT International is a not for profit organization. Its mission is to create new opportunities for people to earn a living through an environmentally sound approach to building essential housing and community facilities.
As a company we switched CRM system to Salesforce and it then made sense for the business to adopt Financial Force to ensure complete integration of systems. As the business is growing rapidly, the integration has enabled us to streamline processes and increase efficiency. We are hopeful that once the current reporting project is finalised, the Directors and Investors will have visibility of the complete company picture at the push of a button without the need for compiling spreadsheets.
Lucy Thompson, Finance Manager
Centrastage is a cloud based IT management firm which is proactive in using cloud applications in all aspects of its business. Their mission is to build compelling, enjoyable, feature-rich, affordable IT management technology – delivered as a service - for people who take care of technology.
As a design and visualization company, it was important for us to have all our data in one place and for it to be easily accessible and visually appealing to our employees. We are working much more efficiently and as a result are seeing improved project margins.
Kaede Holland, Operations Manager
Column Five Media specializes in infographic design, social PR and content strategy
I would highly recommend FinancialForce PSA. We’ve been with them since 2009, and it has dramatically changed our professional services business. We can now accurately report on utilization, burn rate, and plan for capacity. Because it’s Salesforce native, it is directly linked with our Sales Opportunities and the products our customers purchase, and we can measure our delivery effectiveness per product line. We’ve also had great success with FinancialForce PSA because of its flexibility and ease of customization; we automated our monthly revenue recognition and greatly reduced time spent on time card approval. Their customer support is fantastic as well. This would be my recommendation for any PS shop which relies on Salesforce.
Kendrick Gibson, Business Application Programmer
Convio Inc provides on-demand software and services that enable nonprofit organizations (NPO) to raise funds, influence public policy, and support their missions by leveraging the Internet to build relationships with constituents in North America. It offers Constituent360 platform, an online constituent relationship management (eCRM) solution, which includes a suite of on-demand software modules for fundraising, advocacy, email marketing, and Web content management.
With a complete view of accounts and outstanding payments, we stay on top of collections.
Tim Alsop, Technical Director
CyberSafe is a software vendor, headquartered in the UK, and delivering a range of Kerberos-protocol-based security solutions to help its customers address compliance issues, improve network and application security, and provide Secure Single Sign-On for business application users.
By moving to Salesforce and FinancialForce Accounting we have been able to eradicate errors which were seriously affecting our financial performance.
Jonathan Green, VP Information Technology
Denmat Holdings, based in California, manufactures dental materials and has consistently developed products that continue to help change the way dentists practice. Brands include Rembrandt, Lumineers and Snap On Smile. Den-Mat has more than 450 employees and serves dentists worldwide, both direct and through distributor, group practice and laboratory partnerships.
After wading through many crises on differing scales over the years, I'm hard pushed these days to get excited about something but Financial Force has taken care of that. Great features and reporting in infinite detail.
If you're a salesforce user also, I don't see how you can not go down this route. We have already earned back the annual costs in staff reductions. Forza FinancialForce! (as they say in Italy)
Perry Offer, Global CFO
Dialogue Communications was established in 1994 and is a world leading provider in mobile messaging, mobile electronic payments processing and specialises in the development and operation of value added mobile solutions for an international market. Dialogue has its headquarters in Sheffield UK and offices in London, Sydney, Cape Town and recently Melbourne.
We can now easily dig into information to see, for example, where time is being used and can find information much quicker enabling us to plan projects by priority.
Ben Braun, Director US professional Services
Esker provides end-to-end document automation solutions - on-premise and on-demand - to companies of all sizes, focusing on a document process automation solutions suite that addresses companies in their entirety to achieve business agility and operational efficiency.
Integration has been great. Visibility across the organization saves sending Excel sheets around. We now have the info we need to change the way projects are managed.
Victor Fricas, EVP and COO
Fusion Risk Management, Inc. is the industry's most innovative risk management solutions and services provider founded by industry leaders with the vision that risk management and contingency planning must become substantially more effective, efficient, and economical.
The biggest benefit has been the ability to customize the system to help differentiate us from our competitors – we can add fields, workflows and new reports, giving us great flexibility which we didn’t have before. FinancialForce PSA has also improved our ability to keep track of who is responsible for various areas such as timecard approval.
David Telford, VP Operations & Delivery
GSI Inc, founded in 2004 as Global Systems Integration, is the largest JD Edwards CNC consultancy in North America. The company has more than 400 years of JDE experience and offers a comprehensive suite of project services, support services and staffing solutions – all backed by a 100 percent satisfaction guarantee. Headquartered in Atlanta and with satellite offices and consultants nationwide, GSI is one of the fastest growing service providers in the market.
We knew that our existing system wasn’t working. FinancialForce PSA has helped arm us with the right information to make the decisions to re-model our business.
Doug Tilley, Director of Services Operations
Host Analytics offer the corporate performance management (CPM) industry’s only complete application suite for finance and accounting in the cloud, to improve financial consolidation and disclosure management, budgeting and forecasting, including detailed revenue, headcount, and capital planning, financial and management reporting and strategy management via project planning, dashboards, and balanced scorecards. With offices in America and India they are the only cloud CPM vendor selected to the Gartner Magic Quadrant for Corporate Performance Management Suites in 2011, 2010, and 2009.
FinancialForce PSA has helped HumanConcepts move our Professional Services organization from a country-specific team to a global team. Many features, such as time-tracking, billing, and project notes, are helping us to effectively communicate the current project status to the executive team, track projects running over budget, and keep our sales team aware of progress and issues encountered. Next, we are looking to PSA to help us manage resource allocation based on current utilization and up-coming sales opportunities!
Peter Robson, SalesForce Admin
HumanConcepts, LLC is a leading provider of solutions for understanding the current workforce and facilitating organizational change of all types, including growth, rightsizing, and reorganization.
Because Sales now have access to the account information they need, the Finance department aren’t being rung up every two minutes with invoice queries. As a result we are working more efficiently.
James Love, VP Sales and Marketing
With the strap line ‘Connect, Recruit, Grow,’ ICEF GmbH connects educators and student recruitment agents to key markets and networks worldwide, helping them achieve the results and efficiencies they require in growing international student enrolments. This is done through a variety of workshops and marketing and sponsorship initiatives. Since 1991 ICEF has counted as clients thousands of educators, student recruitment agents and industry-related service providers.
Our sales pipeline has doubled in 12 months and chargeable utilisation is up 2 percent since implementing FinancialForce PSA. It has allowed us to take on larger projects and manage them better than ever before.
Richard Jarvis, CFO
Information Risk Management Plc (IRM) is a vendor-independent information security consultancy with 10 years' experience working with large enterprises, helping our clients identify and mitigate the risks inherent in today's increasingly interconnected business environments. Today, their portfolio includes a wide range of technical assurance services, complemented with a wealth of security management and risk assessment options, covering the full spectrum of our clients' information security requirements.
Our services consultants are able to more effectively manage their projects from a single platform in Salesforce, using FinancialForce PSA’s project, budget, time, expense, and billings objects and fields. This visibility is also available to other departments, including Sales and Support. Sales is now better informed of their accounts’ implementations and overall customer health, while Support is able to better assist their customers using critical project data available on each account's PSA project
Anita Patel, Business Systems Architect
Maxwell Systems offer construction business management and property management software solutions and services.
Our Project Managers and field employees love the new system. We have full visibility into our pipeline which has led to improved communication and a reduction in emails and other queries. These time savings equate to 10% of our project management workforce which has had a significant impact on our business.
Daniel O'Keefe, VP Services
Newmarket International offer sales and distribution automation, group catering, and banquet software solutions to the hospitality, restaurant and entertainment industries in the United States and internationally.
We have just implemented FinancialForce PSA and FinancialForce Accounting as enterprise wide systems. And, I must say that all of my expectations have been exceeded. I had a notion that having our entire internal enterprise systems native to the Salesforce.com platform would be more effective and efficient. Now I realize that initially I underestimated the resulting benefits and positive outcomes by several orders of magnitude.
Being able to track all of our business from Accounts, Contacts Leads and Opportunities through closed-won sales to the delivery and completion of the project, to the final billing, all on one platform, with one interface, using one data repository, is amazingly powerful. And, all of the required support processes like time and expense, resource scheduling and resource management, as well as reporting and dashboards being fully integrated with every other dependent function, is the way it should be. I just can’t imagine going back to the “old school” way.
We are highly recommending this solution to our clients.
John Marshall, Managing Director Delivery
NTT Centerstance is a consulting company specializing in business transformation through process improvement and application of cloud technologies. Unlike traditional system integrators or classic management consultants, their experts are firmly rooted in both worlds, enabling them to deliver optimal business solutions for their clients. NTT Centerstance holds the unique designation of being one of only a handful of US Salesforce.com Cloud Alliance Platinum Partners and was named in Inc.’s Fastest Growing Private Companies three years running. In October of 2012, NTT Centerstance was purchased by NTT Group, the 29th largest company in the world according to Fortune magazine. The acquisition allows NTT Centerstance the ability to offer the complete lifecycle of cloud-related services (strategy, build/migrate, and run) across the entire cloud stack (IaaS, PaaS, SaaS.)
We have found FinancialForce Accounting extremely user friendly and have significantly reduced the time for administrators to get information back to Management and Agents on commissions and revenues generated by products, information we simply didn’t have before.
Melissa Connors, Operations Accountant
Olympia Benefits are specialists in delivering health and dental plans, niche life and travel insurance products to Canadian small businesses. Olympia has been in business since 1996 and operates as a subsidiary of the publically traded company Olympia Financial Group Inc. Over the past 15 years, they have processed nearly 1,000,000 claims for over 29,000 businesses and 80,000 employees. With annual claims exceeding $60 million, they are the market leader with an unparalleled depth of industry expertise and resources.
Before we implemented FinancialForce Accounting, we had a number of disconnected systems and no view of financials. Quickbooks was unable to cope with our high number of transactions. Now the whole process is automated and we are excited to see how much time and money we will save as we continue to explore the functionality offered.
Rachael Aronson, Senior Accountant
Peddle LLC offers customers a fast and hassle free way to sell their used cars free of charge through its website junkmycar.com.
Having access to real-time data allows us to balance work load and work assignments to ensure
that the right people are assigned to the right projects.
Patrick Kearney, VP Professional Services
Perceptive is a leading creator of enterprise content management (ECM) software products and solutions, with 700 employees worldwide. Perceptive’s flagship product – ImageNow document management, document imaging and workflow – is used by customers across all industries in more than 30 countries. In 2010, Perceptive Software joined Lexmark International as a standalone business unit. Since then, they’ve rapidly expanded their presence in the global ECM marketplace. In a 2011 PS Maturity Benchmark Report from SPI Research, Perceptive Software’s professional services team was rated among the top 5% best-of-the- best Professional Services (PS) organizations benchmarked against more than 200 leading firms.
FinancialForce Accounting lets us automate the leads-to-invoice cycle as much as we like and has closed the loop on pipeline forecasts. We can now comfortably produce month end within 1 week as opposed to 3 on the old system.
Michael Bishop, Operations Manager
Established in 2004 with customers including Tesco, Defra and the NHS, powerPerfector is the world’s only Voltage Power Optimizer, giving energy, cost and carbon savings by efficiently optimizing a site’s supply voltage. By optimizing the voltage, electrical equipment runs more efficiently and consumes less energy.
The fact that we can build functionality around it (like payroll) on the Force.com platform meant that
we could finally close our spreadsheets for the last time.
David Tan, Director, Operations
Quattro Innovation Group Pty Ltd is an independent consulting firm, specializing in advisory, implementation and development of enterprise software-as-a-service / on-demand computing.
We are a small (25 SF user licenses) company that specializes in freight forwarding household goods internationally for relocating employees. In over 15 years in business (in an industry not known for being technologically innovative!), the company had really never had a "true" double-ledger accounting system. Financialforce had the multi-company and multi-currency capabilities needed for our business, and - while I wouldn't recommend it normally - we were able to implement FF in just a few days and run it parallel for 3 months with the legacy system in order to get users really comfortable with the program in Q1-2011. We are now replicating our custom freight forwarding operations application on force.com, and the ability to integrate FF sales and payable invoicing with the custom app is just going to be a radical change for our business and this industry.
We were also early adopters of Chatter, and have been using it with FF to manage collections, relationships with customers and vendors and cash. Chatter and FF are also a phenomenally different collaboration model for our business and the relocation industry. We know of no other company doing this in our line of business. When our custom application is complete, we will have one of the first, complete ERP solutions for global freight forwarding and FF has allowed us to get there. It's been a remarkable journey and we anticipate that it will only get better as FF continues to provide increasingly robust features and functionality for its customers.
Lynne Taylor, CAO
Relocation Services International (RSI) is an independent move management and forwarding company specializing in household goods transportation for corporate clients. By focusing on corporate relocations, RSI has developed the expertise necessary to consistently meet the high expectations of today's corporate relocation professionals and their relocating employees. Every family's relocation needs are unique. RSI is well positioned to service those unique needs to the family's satisfaction.
Find out how cloud Accounting revolutionized the backoffice at RSI Relo in this special customer webinar with CPA, Lynne Taylor.
Our decision to use cloud based applications has laid a great foundation for us to build on. As we look to turn on partner portals, we can start to leverage the distributor workforce working out there for us and limit work done in the back office. This will pay huge dividends as we grow.
Brian Sill, Senior Director Sales Operations
Safe Orthopaedics was founded (Paris, France) in 2010 by Dominique Petit, a 22-year entrepreneur / engineer veteran of innovative spine technologies, Pierre Dumouchel, industrialization expert, and Thomas Droulout, technology and materials expert. In line with the significant healthcare issue of today, Safe Orthopaedics is focused on enhancing the cost-effectiveness, safety and efficiency of orthopaedic implant / instrument systems. These enhancements are achieved by a new model of single-use, sterile and traceable orthopaedic procedure kits. By streamlining the expensive, complex and inefficient process by which implant systems are delivered, Safe Orthopaedics endeavors to dramatically improve the value proposition of these procedures for hospitals, surgeons and the collective healthcare systems they serve.
We have been a Salesforce user for many years and extended our system by adding FinancialForce Accounting at the end of 2011. Our goal was to create a unified platform that would address all aspects of our business including Marketing, Sales, Finance, Help Desk and Contract Management. We are now six months into the project and the system is already returning all kinds of benefits to us.
The integrated FinancialForce/ SalesForce platform is quickly becoming the ERP solution we envisioned at the onset of this project. We are very happy with the 360 degree view of our customers the integrated system provides and are now exploring ways to expand it even further. It's been great to see FinancialForce Accounting get stronger in the areas of Reporting and Cash Matching with the latest release. We sense a strong commitment to developing an already powerful product and are looking forward to growing our business on the Force.com platform.
Stephen Young, CEO
Square 9 is the developer of highly intuitive, award winning Content Management solutions that can be easily adapted to automate any paper intensive process. Their commitment to proven practices and cutting edge technologies has led to the development of a library of innovative tools for business automation. As a trendsetting software development firm, Square 9 has become the creative force in the next generation of Content Management allowing organizations of all sizes to embrace the reality of a paperless office.
Through decades of experience with Document and Content management technologies, Square 9 has acquired a thorough understanding of document-driven business processes in a diverse range of business enterprises. Intensely customer-focused and highly responsive, the company delivers effective, value-driven solutions and has achieved a reputation for excellence in meeting the rapidly evolving needs of its customers. While highly focused on content centric solutions, the Square 9 library of products includes end to end software technologies for extended enterprise applications. Square 9’s diverse portfolio of tools for business process automation includes solutions for document capture, content management, variable data printing and web forms management.
Rapid growth and diverse locations across globe meant lack of visibility throughout the organization
Unable to operate and report in multi-currencies which was a concern for continued global expansion
Support revenue being recognized on receipt of funds instead of over 12 months meant inability to meet GAAP compliance standards.
With FinancialForce Accounting, we can now do the entire month in less than a day and a half.
Steve Simmerman, Director of Operations
The Compliance Team, Inc. (TCT), is a nationally recognized healthcare evaluation firm, based in Pennsylvania. The company recently needed to ramp up all of its staff and services to support a series of new federal regulations. This triggered the need for the privately held business to adopt more financial processes that it could support with reliable software.
Since implementing FinancialForce Accounting I have noticed a significant difference in our processes. The company is running much smoother and more efficiently and I am able to focus more time on other things which I was unable to do using Sage.
Consuelo Chavez, Finance Manager
The WhiteStar Corporation provides digital cartographic data products, custom mapping, and consulting services to the oil and gas, pipeline, natural resource, and engineering industries in the United States.
We recently implemented Salesforce CRM and FinancialForce PSA and Accounting applications at Trissential. It is very powerful to have all three applications on the Force.com platform. FinancialForce Accounting is a solid accounting tool that is easy to use. I love how I can be on an account and see all opportunities, projects and invoices issued. It is so nice to be able to easily navigate between CRM and Accounting and get all our information on an account in one spot on the Force.com platform in the cloud!
John Travis, Controller
Trissential specializes in management consultancy and process improvement to help companies strengthen three essential areas of their organization in order to help them lead with greater clarity, manage with better effectiveness and execute with phenomenal efficiency. From Fortune 100 companies and leading universities to mid-sized businesses, the Trissential Approach has proven to be fast, powerful, flexible and adept at teaching organizations how to continually improve.
FinancialForce Accounting is easy to access and easy to use, increasing the chances that our sales students will be able to resolve any billing problems in time for graduation.
Carl Herman, Director of Partner Relations
Founded in 1927, The University of Houston is the leading public research university in the vibrant international city of Houston, each year educating more than 36,000 students in nearly 300 undergraduate and graduate academic programs, on campus and online. SEI offers undergraduate and MBA programs in sales and sales leadership where students learn by selling first-hand.
It has never been more critical for publishers to differentiate themselves in the competitive and ever changing media landscape. Cloud computing is allowing us to do that. FinancialForce.com’s media solution is providing the data, process efficiencies and insight we need to optimize ad sales and deliver the best service to our clients. We picked the right company to support our business.
Yingjie Shu, Vice President Information Technology
Founded in 1933, Washington, DC-based U.S. News delivers a unique brand of weekly magazine journalism to its more than 11 million readers. U.S. News has built editorial franchises around four key content categories: Personal Finance, Science & Technology, Education, and Health & Medicine. The centerpieces of each editorial franchise are the Guides and/or Special Issues such as "Best Colleges," "How to Pay for College" and "Best Hospitals" to help readers make informed decisions about critical life events. The company’s investigative news team is one of the largest and most experienced in the business.
FinancialForce has been a seamless bolt on to the Salesforce platform enabling voxclever to invoice over 1,000 clients in half a day and manage the relationship by utilising the feature already built in to Salesforce. From lead to cash this is the tool you need.
James Farnworth, Financial Controller
voxclever is the UK’s fastest growing IT and telecomms company. Formed in 2009, the business already provides IP and communications services to 4,000 SMEs and over 20,000 users.
The functionality provided by the FinancialForce application has significantly increased the productivity of our accounts department, materially reduced the time it takes to create our monthly Board pack and provides an up to the minute view of how the business is performing.
Gary White, CEO
Founded in 2002, White Springs, with operations in the UK, California and Illinois, develops software products that support sales teams by helping them reinforce and visualize sales training methodologies every day through the company Customer Relationship Management (CRM). The company works with sales training authors, CRM vendors and the ultimate consumers of both sales training and CRM applications.
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