Kimble PSA

Kimble PSA

(163)
4.4 out of 5 stars

Professional Services Automation (PSA) solution on the Force.com platform.

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Showing 166 Kimble PSA reviews
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Kimble PSA review by <span>Melody M.</span>
Melody M.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Advanced Professional Services Automation

What do you like best?

When we founded our company, we planned to grow very rapidly. We wanted the tools in place to support that and that’s why we implemented Kimble right from the start. It has helped us manage exceptional growth without increasing the administrative burden. And we can carry on expanding like this - there is no capacity limit. We are still growing into Kimble - it has capacities we are not yet using. We are currently introducing Kimble Community which will allow us to share information on an ongoing basis with our customers.

What do you dislike?

Onboarding is a standard challenge and we are always working on ways to make it easier for everyone. From our point of view, Kimble is robust, but it can be an issue to get new people to understand why it is so important that they put information into Kimble.

Recommendations to others considering the product

Kimble can do a lot of things - it has a lot of capacity, but you don’t have to use it all at the very start. You can do as we did, get up and running at an early stage in your development, and then grow into it.

What business problems are you solving with the product? What benefits have you realized?

We wanted an end to end solution. We wanted to manage capacity, demand, project financials, and realized actuals all on the same system, and we knew that Salesforce was a platform that was capable of pulling all that information together. Kimble was one of the solutions we had heard of, and it provided what we wanted, the road map and the dashboard. We operate the business in Kimble.

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Kimble PSA review by <span>Michael D.</span>
Michael D.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Integration with SAP makes it very efficient

What do you like best?

I work for a large healthcare company that already uses some very large, involved systems such as SAP for ordering and Salesforce for tracking assets, accounts, etc. The fact that Kimble is built on the Salesforce platform, making it virtually seamless with the SF interface, is a huge win for us. Once an order comes in, it automatically becomes an engagement project, and all aspects such as contact management, support case entry, and time tracking all happen within Salesforce. The interface is therefore familiar and easy to use.

What do you dislike?

We are somewhat early adopters of their Gantt functionality, and the features we somewhat limited. However the Kimble team is very easy to work with, and they've already made a number of enhancements to improve the process. Additionally, while exporting data is easy, building customer-facing reports can be a challenge

Recommendations to others considering the product

Have someone familiar with project management software on your team, so he or she can bring that experience to the table and perhaps be a devil's advocate when it comes to using Kimble versus other systems.

What business problems are you solving with the product? What benefits have you realized?

Traditionally our company sold "widgets", so software in need of implementation was a new product concept for us. Kimble has helped us build a Professional Services org and we are on our way to being able to effectively track our margins and resources more effectively. One big benefit we've already realized is being able to get the engagement data into the same system as the client, support and sales data in one more efficient package.

What Professional Services Automation solution do you use?

Thanks for letting us know!
Kimble PSA review by <span>Matt B.</span>
Matt B.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Good SalesForce based PSA tool

What do you like best?

- Very easy to navigate

- Time and expense entry is very intuitive

- Mobile time and expense entry saves a lot of time when you are on the go

- Automated expense and invoice approvals straight from an e-mail

- Ease of forecasting and viewing upcoming resources assignments

What do you dislike?

- Reporting is not as dynamic and functional as we would like it to be. It is nearly impossible to pull in different attributes between multiple modules (for example, building a custom report combining elements of time entry with resource attributes or combining actual + forecast data)

- Engagement dashboard view cannot be customized

- Customer support has been very slow to respond regardless of urgency level identified without constant follow up

Recommendations to others considering the product

- Really have an understanding of what you are looking for out of the product (or a PSA tool in general), they do not provide a lot of guidance during the implementation process around how your processes might align to the tool or how it might be able to be tweaked to conform to the product to make processing easier

What business problems are you solving with the product? What benefits have you realized?

- Streamlining time and expense entry to help cut down on our period end processing timeline (i.e. faster time entry and approval, faster invoicing)

Kimble PSA review by <span>Graham U.</span>
Graham U.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Global harmonisation

What do you like best?

The company had grown significantly both organically and through M&A. Kimble has enabled us consolidate the whole organisation onto a single platform. The process of implementing Kimble provided an incentive to harmonise business processes globally.

Kimble provides access to real time data, all in one place. One example is the future resource capacity, which can be seen globally - no longer is information hidden in spreadsheets.

What do you dislike?

There are multiple ways to navigate around Kimble. It can be confusing for occasional users to find the screens they need. Power users who are using the tool daily quickly become experts however

Recommendations to others considering the product

Address process harmonisation early, ideally before you start the implementation.

Make sure you have the right, senior level, stakeholders with the knowledge and authority to make decisions on behalf of the company involved in the implementation.

Think twice before trying to bend the way the product works to fit your current processes. Rather be prepared to adapt your processes to fit the product. This will save time and money in the long run

You can only get out what you put in. You may need to change the culture and discipline of your organisation to realise all the benefits.

What business problems are you solving with the product? What benefits have you realized?

Consolidation of the company onto a single platform.

Kimble PSA review by <span>Peter V.</span>
Peter V.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Salesforce Consulting match maker

What do you like best?

The detail, commitment, thought process and development the team have put into this app is outstanding.

What do you dislike?

I haven't found something yet I'm not happy with, the entire tool seems very rigorous so far, perhaps not having staff local would be nice to support, however remote has worked well enough for our team.

Recommendations to others considering the product

If you have any level of consultants, if they travel only local, national or international. I'd say there's a sweet spot for each company, however starting from 15 minimum might be ok, I feel the more consultants you have the more effective Kimble would become.

What business problems are you solving with the product? What benefits have you realized?

We had been lacking a great many levels of efficiency and reliability. From every end to end process, we had manual stages, several people involved with each stage, several tools and document locations. Let alone trying to run reports across the myriad of different tools. We've gained a solution that almost perfectly solves every aspect of what we were struggling with. The small bits left over are even easier to handle now.

Kimble PSA review by <span>Caroline B.</span>
Caroline B.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Kimble gives insights into your PS organisation and drives best practice behaviour

What do you like best?

Kimble provides our organisation with real time data on the health of our organisation, and insight into the areas we should be directing our attention at and focusing on to improve engagement and business outcomes. This helps us ensure that project delivery is on track and customer satisfaction is high and also ensures we are aware of any risks before they become a real issue for us. Before Kimble we were managing the business using a web of disparate systems and complicated excel spreadsheets, making it impossible to make decisions driven by data. Risks came to our attention too late, making them more challenging for ourselves and our customers to resolve. With Kimble, even our less experienced staff are guided to take actions which benefit our customers and the organisation.

What do you dislike?

If I were to nit pick I would say that it can be challenging for a first time user to get comfortable navigating their way through the system, but this is true of any enterprise scale application. This highlights the importance of good documentation and end user training internally before you go live with Kimble. My advice to anyone considering implementing Kimble is not to skimp on Kimble led training, you will do yourself a favour if you allow enough time for your Kimble consultant to properly train and empower your key users before attempting end user training in your organisation.

Recommendations to others considering the product

Do not attempt to resource your Kimble implementation project solely with your own staff. Kimble are not joking when they say you must commit 3x the effort that Kimble will be spending to get you up and running with the software. If you are resourcing the project with only your own staff, my suggestion is you backfill some of their BAU activities, or it will be impossible to stick to timeline. Kimble represented a massive process, culture and behaviour shift for our organisation (for necessary reasons), the project took a lot of time, dedication and continual focus from myself and my team.

What business problems are you solving with the product? What benefits have you realized?

I spent days every month compiling monthly revenue, utilisation, and sales commission reports every single month. Now with Kimble and Salesforce, this reporting is automated based on real time data entered in the system.

Kimble has provided us with real time visibility into the health of our engagements which we did not have previously. Questions from a client as simple as "how many days are remaining on our statement of work" could take us hours to respond to, which was frustrating for ourselves and our customers.

We know more about our consultants now that we are using Kimble, as a result of Kimble's configurable capability framework. Consultants are inspired to keep their skills ratings up to date as everyone is aware that resourcing decisions are informed by Kimble capability ratings.

Salesforce and Kimble have given us more control over our debtors. The Account screen gives us a status of our Invoices for an Account, and Kimble OOB reports allow us to focus on collecting payment of invoices soon to be overdue.

Resource requests used to be done via email resulting in hundreds of emails per week just to place resources onto engagement. Now with Kimble, sales people can make a 'generi'c resource request for a particular type of consultant, and communicate with our resourcing team via Salesforce Chatter, making a massive reduction on email back and forth.

The list goes on, these are some of the key benefits we have already realised in a short period of time.

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