Snowden Group is a mining industry consultancy firm that does both professional education and technology, specifically for the mining industry.

Products in Use: FinancialForce PSA

Company size: Medium

Previous system: Microsoft Dynamics GP

Location: Perth, Australia

Industry: Software/SaaS/Web Development

AppExchange Rating: AppExchange rating 5 stars
Read the full review

Having our CRM and our Professional Services Automation systems on the same platform is definitely better together. Now we have full confidence in the data held in our system and are able to make informed business decisions.

Jason Pearce, GM Technology

Business Issues

  • Project Managers had no visibility into project health thanks to poor reporting and software systems
  • Consolidating data was painful and error-prone; no centralization of the software
  • Forecasting was inaccurate via the capacity model in place
  • Opportunities often lost because there was no way to see outside the local resource pool
  • Insight into project profitability only visible once a month during the monthly reconciliation and invoicing process

FinancialForce PSA has given our business visibility into all aspects of our projects, from which we have realized huge efficiency gains.

Jason Pearce, GM Technology

Benefits & Results

  • Project Managers now have the data they need to keep on top of project health. Deep, real-time visibility across budget, resources, expenses keeps projects on track
  • Team can turn a sales opp into a project with one click with meta-data instantly populating project record. No more manual errors and duplicate data entry
  • No more missing out on opportunities due to perceived lack of resources. Now global offices, e.g. Africa, Australia, can pool resources from each other and assign a consultant to a project at the click of a button.
  • Margins on projects are now calculated as quickly as time cards are being entered into the system. Margin value and margin percentage is in the Project Manager's overview screen any time they need it
  • Project estimates are compared against actuals on a weekly and monthly basis and the ease of running reports on all aspects of projects means Snowden can regularly review other metrics they couldn’t see before, such as revenue by project and resource, budget remaining vs. scheduled work
  • Project profitability has increased thanks to using FinancialForce PSA
  • Changes in project schedules and budget are brought to light earlier which means they can be raised with the customer well before further resource/budget is assigned