Successful transformation
What do you like best?
The transformation ! As relative newbies to the world of PSA (at the time of procurement); ‘Klient PSA' has helped us to successfully transition and establish our PMO as a key strategic component within the business. With process automation, approval workflows and reporting sitting at the heart of this new digital capability, our teams are now enabled with Opportunity, Resource / Scheduling, Portfolio / Project, Billing and Reporting Management. The product is built and hosted natively upon the Salesforce platform which was a big ‘assurance' plus for us during the procurement process.
What do you dislike?
It's hard to position a specific dislike right now given that we have been successful in launching the core services but if I had to declare a dislike, documentation (in order to self-serve) is a little parse right now but this interim gap has been filled very comprehensively by the Klient Support team who have been excellent and are extremely responsive in providing the answers in a timely manner.
Recommendations to others considering the product:
Because the product is natively built and hosted upon the Salesforce platform, the possibilities for customisation, integration and growth are pretty far reaching. As a small business, Klient PSA aligned perfectly with our business needs (no qualifying minimum licence count / monthly spend) and stood out as the perfect growth partner in accordance with our business requirements. The PSA maturity journey will always be ongoing but what really stands out the Klient customer service / care and support which wraps around it. The Klient team have established a very comprehensive customer community to centralise feedback for product enhancements. There's a solid product roadmap (in line with most of the areas that we will be pursuing next) which provides further assurance in our investment choice.
What problems are you solving with the product? What benefits have you realized?
- Removing manual effort by driving operational efficiency for the teams with automated, joined up workflows from Opportunity through to Billing
- Advanced PMO reporting and analytics which has led to more accurate forecasting, planning, reporting and business decision making capability
- Scaling the quantity and quality of Professional Service engagements by implementing optimised resource utilisation ratios, schedules, tracking of workloads and by providing collaborative project management tools and features
- Reduced revenue leakage risk by implementing robust timesheets approvals, time tracking, billable and revenue reporting capabilities;
- Provided a scalable model for Professional Services business growth
