Flexera improves global resource management with FinancialForce PSA

See how Flexera, an IT spend and asset management software company, manages rapid growth – partly the result of six acquisitions in three years – with the #1 professional services automation solution from FinancialForce.

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360°


VIEWS OF CLIENT EXPERIENCE

10%


INCREASE IN CUSTOMER
SATISFACTION SCORES

17%


IMPROVEMENT IN RESOURCE OPTIMIZATION

CHALLENGE

KEEPING PACE WITH GROWTH

Flexera’s Global Consulting Services arm engages in about 500 projects annually to help customers plan, implement, and operate Flexera’s solutions to achieve their desired business outcomes. However, the company’s standalone product for entering timecards and providing basic reporting to the billing department lacked analytics and project management capabilities. Having standardized on Salesforce as its CRM system, Flexera aimed to leverage the same platform to manage resourcing plans and projects in one place.

SOLUTION

TAKING ADVANTAGE OF THE #1 PSA

Capitalizing on Salesforce

Native to the Salesforce platform, FinancialForce enables Flexera to see bookings and backlog in one dashboard. It can also segment data by practices and drill down to the granular level.

Standardizing global reports

Reports are easy to generate with FinancialForce built on the Salesforce platform, giving Flexera a view into its customers’ journeys from opportunity to closed business. Plus, the company can now assign resources anywhere globally, and track their work and project outcomes.

Tapping into the community

Flexera has details on new releases and FinancialForce’s roadmap at its fingertips through the FinancialForce Community. This tremendously valuable resource supplements its interactions with FinancialForce’s support and customer success teams.

RESULTS

GROWING WITH CONFIDENCE

With FinancialForce, Flexera can more easily manage and track the new set of practices that comes with each acquisition through a cleaner, more automated process. Access to standard status reports saves time for Flexera’s project managers. The ability to review project status and take action to avoid overruns makes it possible to improve efficiencies and customer satisfaction. Plus, it has enabled a 17% annual improvement in resource optimization and a 360° view of the customer experience. NPS surveys show a 10% increase in customer satisfaction overall.

“By taking advantage of best-practice advice from FinancialForce experts on utilization, forecasting revenue, and how to better mobilize and manage our business, we unlocked the true value of FinancialForce PSA.”

David Parry
Vice President, Global Customer Success and Services, Flexera

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2020 Professional Services Maturity™ Benchmark Report

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SPI’s PS Maturity Model™

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