"PSA helped us with our resource management as we doubled in size. Our legacy solution prevented us from having accurate reporting, while PSA allows us to build custom dashboards to have a consistent view of our staffing."

Mike Crow, Director IT, Acumen Solutions

Acumen Solutions is the trusted leader in Enterprise Cloud Transformation, helping organizations realize dramatic improvements in productivity and profitability through innovations in business and technology. For over 15 years, Fortune 500 companies and government agencies have relied on our global consultants to deliver cloud solutions that yield exceptional results. We apply this same focus on results to our unparalleled social responsibility program, generating sustainable impact across our local communities.

Products in Use: FinancialForce PSA

Company size: Medium

Previous system: Legacy

Location: Global

Industry: Professional Services

Business Issues

  • Minimal integration between legacy systems and Salesforce created inefficiencies and lacked visibility across teams
  • Unilateral integration created discrepancies in data when employees updated the system, without realizing it did not automatically update Salesforce
  • Resource planning reports were painful and labor-intensive to produce, and required a dedicated staff member; the process, which took 4-8 hours, entailed data export to an Access Database, queries run and then manual creation of Excel spreadsheets; status requests were required days in advance

Now we have confidence in our data and have access to all information and reports at the touch of a button. Our Project Managers can see resource availability and request them on a project easily, with seamless approvals from Staffing.

Mike Crow, Director IT, Acumen Solutions

Benefits & Results

  • Complete integration of systems with Salesforce and FinancialForce PSA; now if an opportunity or customer information is updated in Salesforce, it is also updated in FinancialForce PSA
  • Sales and service teams have access to a full range of reports, covering resource planning, back log, capacity planning, billing, project management, skill set, active projects, etc., empowering departments to make better business decisions
  • There is no longer a need to have a staff member dedicated solely to producing reports; teams spend dramatically less time in meetings and leverage built-in Chatter for project status updates, questions, etc
  • Mobile enablement for project approvals ensures that projects keep moving, and team members are kept up to date with the latest information