Kimble PSA

Kimble PSA

4.3
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Professional Services Automation (PSA) solution on the Force.com platform.

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Kimble PSA review by James L.
James L.
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"After 6yrs on Kimble I do not know how we would work without it."

What do you like best?

When it comes to Kimble they always put customer support first. They assign you a support person to manage all of your questions and work with you to make sure they tool is fitting your needs. They constantly improve on how they communicate changes and are building a community of companies to help each other out. They have very informative meetings and have support over multiple timezones to always have someone there working when needed. That is really a benefit for out company as we are also spread through Europe and the Americas.

What do you dislike?

Sometimes the adaption process for new joiners is a little bit difficult but once they get past that learning period they really become more efficient. Kimble is working with us to develop on-boarding training as part of their customer library to make this process easier.

Recommendations to others considering the product

I would recommend Kimble to any company looking for a truly global solution. They have the support staff to adapt to your needs. No matter if you are a large company with an internal support staff such as ours or a smaller company with a dependency on Kimble as in my first company to implement Kimble. I have played almost every role in the user side of Kimble. I went from a standard user to a power user. I was then a country operation manager and then supported multiple countries working with global management. Then I lead a team of business analysis focusing on how the company is to work on Kimble to now the global application manager. I worked in locations with 25-50 users and now the company with close to 6,000 users. I can truly say the tool can adapt to any role that you have and let you easily focus on what is important.

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

We use it for the whole process from pipeline management in sales, resource management and staffing, delivery and invoicing. The ability to report on where you business is in a few clicks is very beneficial to our senior management. It makes the system, and our Business, completely transparent allowing the users know exactly where to focus. This increases the efficiency of the Business and gets all of our locations working in a global role.

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Kimble PSA review by Ruwan S.
Ruwan S.
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"Time consuming to enter data"

What do you like best?

Kimble gives a lot of options to plan your project in detail, this is really good for firms that manage long term projects with a lot of stake holders carrying different tasks in one given project. Kimble loads very quickly.

What do you dislike?

Kimble doesn't allow to change resources once it has been assigned and saved, this creates some confusion. Doesn't communicate with Salesforce App seamlessly, human intervention is required sometimes to verify existing data. Information entered in Salesforce App sometimes does not show up in Kimble, so the user has to go back and forth to verify data, which can be very time consuming.

Recommendations to others considering the product

Please ensure Kimble PSA is right for your business. If your firm manages projects that are short term in nature and does not have many stake holders in every project, Kimble PSA is not for you. Kimble was purchased with little knowledge of the real needs of our business, therefore firms looking to purchase this product must have prospective users witness all or most of the functionality prior to purchasing. Please do not make the same mistake our firm made.

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

Scheduling resources for short term engineering projects. There hasn't been any benefit using Kimble PSA for the needs of my business. Kimble was applied incorrectly for scheduling of short certification engineering projects.

What Professional Services Automation solution do you use?

Thanks for letting us know!
Kimble PSA review by Cecilia B.
Cecilia B.
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"Kimble is a very complete PSA software "

What do you like best?

Kimble is constantly including innovations, new functionalities that can adapt easily to the changing business needs.

Functionalities allow covering the end-to-end process of the Project Management.

The high quality customer service that Kimble provides and the promptly response, make it easy to communicate any doubt or malfunction we may encounter.

What do you dislike?

The interfacing with other systems sometimes is not that easy to manage and consequently the data may not be consistent across all the different company information systems. We appreciate this is an ad-hoc extra work to do and we are happy we always have the right support when needed.

Recommendations to others considering the product

Kimble has been supporting us from the beginning, helping to meet our business needs and introducing new functionalities that make the tool each release more valuable. I highly recommend it as a complete PSA tool that is in continuous improvement and with high quality of support.

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

The benefit to have a unique system for most of the end users within the company, allowing a better project end-to-end management.

Great visibility to control resource and financial data.

Kimble PSA review by Adam M.
Adam M.
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"Kimble drives effective decision-making. "

What do you like best?

Kimble moves you away from siloed CRM, time recording and invoicing systems and gives you a 360 degree view of your business. Capturing and submitting expenses on the mobile app saves hours.

What do you dislike?

Kimble utilises the Salesforce native reporting functionality which is great for 90% of reporting requirements but isn't really designed to handle some of the more complex MI requirements which require advanced business logic. Although Salesforce does now have integrations with popular BI platforms such as Power BI which helps to plug that gap.

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

The classic problem in a growing professional services firm is that CRM, time recording, resource scheduling, revenue forecasting and invoicing are done out of separate spreadsheets and systems, making reporting on the business an often manual process reliant on a few key people. Kimble removes that overhead and gives you a clear picture of your business.

Kimble PSA review by Nick G.
Nick G.
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"Transform how you manage your services business and achieve operational clarity"

What do you like best?

Kimble has enabled us to manage our business in a much more focussed and efficient way. We can now manage each of our key processes in a structured way and report on them so we understand exactly where we are as a business; where we are winning and where we are losing and need to improve. We never had a true picture of what was going on before whereas now we do and with less effort, which means we have more time for our people and our customers.

Kimble is helping drive a different ethos and behaviour within our business.

Furthermore, the business is not run by a small team in isolation any more, Kimble has allowed us to disseminate and delegate tasks effectively so that our core processes and operational are no longer in the heads of one or two people. This has had a dramatic effect on how our employees understand our business and what drives us to be successful.

What do you dislike?

The Salesforce platform can be restrictive sometimes in terms of processing power; for example when approving multiple timesheets and expenses. However, the latest Kimble release has new features which have largely removed this irritation.

Recommendations to others considering the product

Try to go with the standard solution as much as possible. The guys who designed Kimble really do understand the services business and unless you have a compelling business benefit to do so, leave the Kimble processes as standard and change your internal processes. This will help you be better supported and will lower your TCO as upgrades etc will be much simpler.

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

Kimble has allowed us focus on the areas we need to as a business. When we first installed Kimble we quickly understood that we had improve at our demand planning, sales forecasting and account management (particularly payment of invoices). Kimble has enable us to improve in all of these areas to the degree where we have one key focus for improvement now and this is not linked directly to a specific operational improvement. So Kimble helped us identify the issue but cannot solve it for us - that is down to a cultural shift and change of approach.

Kimble PSA review by Lee S.
Lee S.
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"Kimble PSA Review"

What do you like best?

I am the finance and operations manager at a consulting business and I found learning Kimble pretty straightforward, especially compared to other tools I have used. We are all on the same system, we know our way around it and it is easy to find the information you need. It doesn't matter where you are in the world. On the rare occasions where I have had an issue, I have found the support team very responsive. They have resolved everything within 24 hours.

What do you dislike?

Recommendations to others considering the product?

I would tell them to go for it.

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

Kimble is the sole focal point for the entire company - all the operational data goes through Kimble in one way or another. We run various reports every day. Our main use is for invoicing, we are able to raise accurate invoices very quickly. People record their time, we raise reports and invoices and manage resources. It helps to ensure the business runs smoothly.

Kimble PSA review by Alex S.
Alex S.
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"Clarity to take informed decisions"

What do you like best?

The ability Kimble provides to completely manage our key businesses and process within the tool and though reports and the structure in place, enabling each of our companies' areas to take better decisions based on all data available within Kimble and hoe they are connected based on the structure the tool provides.

What do you dislike?

Not really dislike, but user experience could be improved to be intuitive. It takes users some time to get used to to the tool and to best navigate within it.

Recommendations to others considering the product

I see businesses from all sizes benefiting from the usage of Kimble, as it is a truly global solution that provides support to all key functions of the business.

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

Having our key areas being automated and enable them to interact and take decisions based on information available in a structured way.

Kimble PSA review by Henning H.
Henning H.
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"Great product that enables our growth"

What do you like best?

Kimble provides a clear picture of where you stand with your business. Beining one consistent system it provides transparency about the business without lots of manual effort. It automates a lot of processes and drives discipline into the organization. For us Kimble was an enabler to organize our business around Business Unit providing the BU leads with relevant insight from day 1.

What do you dislike?

Not really dislike, but: Kimble is more than a tool, it´s a philosophy.Before implementing Kimble we worked for almost 15 years with a lot of manual processes. It took some time to align our processes to the Kimble philosphy

Recommendations to others considering the product

Kimble is a great solution if you want an integrated system, especially when you are already a Salesforce user. If you are only looking for a time or expense tracking tool Kimble is not the right choice.

After 3 years of use: Kimble provides a lot of new features in their releases. We use a lot of them, which helps us to automate even more aspects of our work.

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

• Chargeable work levels have increased 3-4 per cent as a result of the behaviour change enabled by Kimble, with consultants more empowered to look for chargeable work

• The rates charged for work have increased as Kimble provides more transparency about the work and the value it can provide to clients

• Improved transparency in management reporting

• Invoicing has improved with 90 per cent of invoices going out in three days, where it previously took 10-12 days. As a result, invoices are being paid more quickly and cash flow has improved

• Forecasting and tracking of potential new business has improved

Kimble PSA review by .
.
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"Kimble provides the business platform we need but has some limitations"

What do you like best?

Kimble provides the business with a single view of all companies operating in multiple locations, with the ability to present consolidated management information with the ability to drill down to the detail within projects. Kimble is delivered with a wide range of reports and it is easy to build on these to create our own business focussed suite of reports and dashboards.

We recognise that we are probably using only about 25% of the full system capability and that to implement the remainder we will require a series of internal projects to both understand what the additional elements can do for us and how we can implement them successfully.

What do you dislike?

Invoicing is more cumbersome and not as automated as it should be - manual intervention is needed if clients require additional wording on their invoices, or they are in a foreign currency or require supporting documentation (e.g. expense receipts).

Implementation of the system was a learn-as-you-go experience with no formal training and limited guidance provided. Since then we have learned more from meetings with very helpful Kimble representatives but I think we have been fortunate in having some of the most experienced staff working with us.

Integration with our new Finance system (implemented at the same time) has been challenging with exports/imports being intermittent. It is not helped by the Finance system being in a development mode (despite being sold to us as finished) which means that temporary work arounds within the interface cannot be "undone" now the finance system has improved functionality.

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

We are using Kimble to manage the proposing and delivery of professional service projects and resourcing engagements to a wide variety of private and public sector clients across Europe and North America.

Kimble provides an environment for employees to easily and quickly book time and expenses and a coherent management view of opportunities, projects and the overall business. This has allowed closer control of costs, revenue and cashflow and the ability to empower employees by giving them easier access to see and manage their own workload.

Kimble PSA review by Elizabeth K.
Elizabeth K.
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Verified Current User
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"Linking our back office and sales team to improve growth"

What do you like best?

The app has an excellent user experience and looks great, which is important when you need everyone in the company to embrace using it. You can tell that it’s been designed by people who come from a professional services background themselves as it’s perfectly set up to meet our needs.

The fact that it is built on the Force.com platform gives us peace of mind when it comes to data security and we can relax knowing that all our information is being backed up. So we really get the best of both worlds; the benefits of a well designed, innovative app with personal service from Kimble, and the security of the Salesforce platform.

Kimble have actually developed features we’ve asked for over the years. For example, we requested the option to have external timesheet approvers and also the ability to draw on a purchase order for certain services and this is now available in the core product, which has been brilliant.

What do you dislike?

If there's ever something that we think would work better for us in a different way, or some extra functionality we need, the Kimble team are really great at working with us on changes so that it completely meets our needs.

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

Using Kimble has brought benefits to many different parts of the business:

• It’s shaved on average ten days off how long it takes to report at month end;

• Sales invoices go out within three days of the service being delivered and are also more accurate as they are automated. This has dramatically improved the business’s cash flow;

• It’s easy to report to clients how much money they have spent on a project or how many days have been worked to the previous day, rather than the previous month end, which client’s appreciate;

• Management information reporting, powered by Kimble, are within one per cent of month end accounts due to the accuracy of Kimble’s forecasting.

It’s easy for anyone selling to use the delivery side to book people on projects and work out days and utilization. The fact that Salesforce integrates with Outlook means that anyone can see the different conversations underway and back office can see what’s been agreed with clients. We can also see end dates on a real time basis, which is really important to us. Previously we had to manually calculate them on a spreadsheet which was prone to errors. Now it’s all completely transparent.

Kimble PSA review by Wayne H.
Wayne H.
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Verified Current User
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"Great Applcation for All Businesses"

What do you like best?

Ease of use. The application makes the entry of time data effortless and with a choice of how you would like to enter your data - Calendar style or as a list. Expenses entered on the same screen. Pretty much the same functionality on my Android phone with the Kimble app. Makes keeping the information current a breeze!

What do you dislike?

Takes a bit of practice to fully utilize all the features. I like the features of the project management screens, just takes a bit of a learning curve as to what lives where. Some issues with "new" browsers such as Edge that disappear with Explorer.

Recommendations to others considering the product

Have a designated power user in the organization. Having that one point of knowledge to resolve issues and answer questions really helps get the most value out of the product. I often go in with a question and learn of other features that help in what I'm working to accomplish.

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

Availability of project data: Having a centralized spot to both store and find project information is great - from time and revenue tracking to project status and details. I can get the information I need at the project site without bothering any one at the main office.

Kimble PSA review by Ingo R.
Ingo R.
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Verified Current User
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"Feature Rich & Powerful PSA That Supports Our Growth"

What do you like best?

Functionality is complete and well thought out with the flexibility to meet all the use cases we could throw at it. Administration has been simplified albeit you need to familiarize yourself with some of the terminology first. Ongoing technical support was important to us, we didn't want to feel like it was a "a one and done" project and so far they have met our needs.

What do you dislike?

It's important to devote a significant amount of time to learning, practicing and testing during your implementation which has always been a pain-point for us. I wish it could be faster but I understand the flexibility of the application and our tribal knowledge of the PS team required the effort.

Recommendations to others considering the product

Be patient and do the homework, lots to learn. You need to have a good champion in your organization to help adoption. Time entry and forecasting couldn't be easier and the mobile app. works like a charm.

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

For us the most important functions are revenue recognition and resource utilization. Our current systems tend to view metrics in smallish chunks, utilization was inaccurate and based more on word-of-mouth. We needed a complete picture, most systems can tell you what happened, we need to see what "is" going to happen and how that will impact our revenues and personnel. Our growth is explosive and we need a proven tool to help us effectively manage it.

Kimble PSA review by Dr Suzanne F.
Dr Suzanne F.
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Verified Current User
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Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Getting It Right From The Start …"

What do you like best?

Kimble underpins our end-to-end business from opportunity identification through to billing & payment. Whenever and wherever we are working we can access or add to information on accounts, contacts, opportunities, projects (delivery engagements), resource availability, time & expenses, invoices and payments. We use live information from Kimble to support our business processes bringing structure and discipline to our daily and weekly business operations as well as to strategy and forecasting.

What do you dislike?

We implemented Kimble when we started the company and so finding the time to devote to implementation was tough … but very well worth it. To get the most out of Kimble, as a smaller company, you have to all use it and to update it regularly, despite all the other day to day challenges and priorities. Instilling this ‘way of working’ can take time to achieve but should not be seen as a barrier.

Recommendations to others considering the product

I have led and grown a number of global multi-disciplinary consulting teams. Kimble is the right solution if you are an ambitious, growing professional services organisation (or indeed a large consultancy or advisory team within a broader organisation) ... and you are struggling with disparate systems and inefficient process that you have clearly outgrown. The end-to-end benefits and overall discipline and transparency that Kimble will bring will not only help you run a more efficient and profitable organisation but it will also reflect on your clients and the motivation of your staff.

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

Kimble has helped us to avoid the use of multiple, disparate systems – and to create structure and discipline from the start.

In particular Kimble has helped us to:

• Forecast revenue and margin

• Manage engagements with different commercial models : time & materials, fixed price, call-off, period revenue (annuity) & risk reward

• Manage supply and demand across smaller, extended engagements as well as the larger more predictable ones

• Manage invoices and monitor & chase late payments

• Manage our contacts and resources in one place with information (& documents) captured to support marketing & communications as well as all our operational needs

• Keep to a disciplined period closure which ensures that our pipeline as well as the forecast for delivery engagements are always up to date

More recently Kimble has also helped us to manage a range of internal investment projects, allowing us to forecast and monitor both time and expenses

Kimble PSA review by Michael D.
Michael D.
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"Integration with Salesforce 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.

Kimble PSA review by Simon T.
Simon T.
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Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"My day-to-day management tasks are only a few clicks away"

What do you like best?

I like the fact that all my most important information is one one predictable system - if everything goes to plan as-sold, I can keep track of progress just by clicking acknowledgements and even invoicing is only 5 clicks at the end of the month.

If things *don't* go to plan, there are a series of indicator insights that provide alerts (eg "PO Cover running out") and I can sort those problems by clicking through to get relevant details.

The Programme and Portfolio Views make it much easier to review many projects together and spot those that are off plan.

What do you dislike?

90% of the screens I use are Kimble, but the UI for the Salesforce side are relatively staid. I know this will be addressed with Lightning, and we are planning to enable that later, so hopefully the experience will be more consistent.

Kimble comes with standard Salesforce reporting tool (and 130ish out-of-the-box reports). Although we have been happy with that, I have met other Kimble customers who have installed 3rd party reporting add ons and they look more powerful, attractive and easy for ordinary users to configure themselves. We are considering those for future plans.

Configuration of security and menus for individual user was once an overhead and needed Salesforce Sysadmin skills, but is easy since Application Roles functionality was released last year.

Recommendations to others considering the product

* Consider what you are trying to achieve for the business overall, not just feature comparisons

* Consider your requirements for 1/3/5 years hence, not just now. Can the system grow in volumes and complexity as you do?

* This will probably be a transformation project; dealing with growth without additional overhead or maybe taking on new organic revenue or acquisitions. Don't underestimate senior management time required to focus on the right things.

* Learn from existing users and steal their ideas (but also be generous in helping others)!

* Some of the capability is exciting and interesting. But also focus on the boring basic stuff (expense rules, tax codes, revenue recognition rules and revenue reporting) to make sure the product can grow with you without constraint or rework.

* For anyone who is involved in delivering IT, IT Strategy and change management - implement according to whatever you advise your own clients!!!

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

We were one of the first Kimble users and Initially we were simply looking to get a grip on our business, save time from emailing error prone Excel files to each other and gain an understanding of the underlying contributors to our performance.

This evolved into using Kimble to a more templated approach to the more to make it easy to drive the most profitable activities.

Next, we want to use existing Kimble data to construct customer contract documentation and to automate the invoicing and reconciliation processes with our own contractors.

I realise that we are able to expand our use of Kimble as we get bigger and more profitable, exploiting more Kimble functionality and using Kimble derived data to drive 3rd party apps.

Kimble PSA review by Brian J.
Brian J.
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Verified Current User
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"Satisfied User"

What do you like best?

Kimble provides MSS with a diverse set of capabilities to manage our business. We are able to use the tool to track our sales activities, managing the life cycle from prospect to the customer acquisition stage. We are able to use the same system to drive our customer invoicing activities. Having this type of platform reduces our need to have different systems required for multiple business needs. Kimble is a cloud based SaaS system that we run without the need of internal IT resources to support the system.

What do you dislike?

Could see improvements made in the areas of resource scheduling and forecasting reporting.

Recommendations to others considering the product

I would recommend Kimble to any professional services organization that has the need to track and invoice customers.

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

Being able to consolidate all of our critical business functions has assisted us in not having to extract data from multiple systems to produce corporate reports.

Kimble PSA review by Nick H.
Nick H.
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"A solution that supports & enables a dynamic business to grow"

What do you like best?

Kimble is a highly usable solution that is taliored to support a diverse number of users in the context of what they are trying to achieve. At a macro organisational level, it provides us with full visibility across our value chain enabling us to forecast accurately, in terms of both revenue/margin and capactity, and easily assess actual performance against forecast. By providing us full auditabily, we are confident that any potential revenue leakage is identified and addressed. As important, we are able to invoice our clients with accuracy and on a timely basis.

What do you dislike?

There's nothing to dislike. There's a great throughput of new features to further drive efficiencies. These guys understand professional services!

Recommendations to others considering the product

Plan carefully, adapt the business to change and then you will realise massive benefits from adopting Kimble.

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

On incorporation of our business, our strategy was to scale rapidly, soon identifying a PSA system was integral to supporting this growth; enabling us to forecast revenue and utilisation accurately and have visibility to work from an engagement at individual level. Prior to adopting Kimble, we assessed a number of PSA applications; the emphatic decision was to select Kimble. We have embraced the ever-advancing features of the solution which enables us to save time, particularly at month end, and have confidence in revenue assurance. Without it, I question whether our growth would have been managed so smoothly. Kimble has been a great decision!

Kimble PSA review by Nikola R.
Nikola R.
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"Very good tool, great management reporting capabilities, constantly improving, very good support"

What do you like best?

This is really a holistic solution, going end to end in lead to cash process for selling and delivering professional services. It has really powerful capabilities, especially related to budget management and top-down planning/resourcing, and related to reporting. Really good tool, and we'Re very pleased that customers enhancement requests are really being heard and onboarded to the roadmap. Keep up the good work.

What do you dislike?

1) Integration capabilities could be reacher. Kimble offers only possibility to integrate with finance system through json files, which is fine, but we would have much greater flexibility and control over integration if Kimble APIs would be exposed.

2) Entering Annual Leave requests could be a bit more intuitive (calendar and grid view time entry screens could be a bit more consistent).

Recommendations to others considering the product

Swift implementation (2 months including UAT + 2 months of dual run), invest in adoption of all parties (including finances and sales), deal with management reporting and dashboards afterwords. Very valuable tool.

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

All; it drives our whole delivery, resource management, revenue planning/forecasting and actuals, invoicing, and most importantly reporting on all levels (project level, board reporting etc.)

Kimble PSA review by Niall M.
Niall M.
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"Good tool for management of projects and finances"

What do you like best?

Kimble provides a very easy to use system for managing month-end processes including financial reporting and invoicing across multiple countries and departments, each set up with their own clearly-defined results. It also provides a very simple timesheet and expense system for all staff to use on a weekly basis, which interfaces well with our Microsoft accounting system.

The system also allows us to develop the reports that we require to manage the business on a daily, weekly and monthly basis - the reporting tool is easy to use and we can easily access the KPI information that we need on things like sales opportunities, project profitability and staff utilisation.

The help from the Kimble support team is also very good and most issues are resolved very quickly - the account management team also provide very close support if required.

What do you dislike?

It is not always easy to fully customise Kimble to our needs - some things that we would like to see implemented are not currently possible to do in the system. That said, Kimble are very good at taking feedback and implementing changes where possible, and the same problem would likely exist with any PSA that we used.

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

We have much more information at our fingertips than we had previously - we are able to more closely manage key business KPIs such as staff utilisation and chargeable rates which has allowed us to improve business profitability due to management awareness of this kind of information.

The forecasting of new business and the tracking and management of new sales opportunities has also improved since we implemented Kimble ensuring that opportunities are not missed due to lack of management.

Our invoicing is also now much more efficient and the vast majority of invoices are completed and sent out within the required deadlines at month-end. This in turn supports the cash-flow of the business.

Kimble PSA review by Michael L.
Michael L.
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Verified Current User
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"Kimble? It's all good."

What do you like best?

We use Kimble to manage current and upcoming professional services engagements as well as reporting on completed projects. It has a very good range of features which integrate nicely together from the day-to-day time and expense management through to managing prospects and keeping track of on-going projects.

What do you dislike?

I wouldn't say there is anything I dislike about Kimble. It takes a bit of getting used to, but that would be the same with any application that had this range of features.

Recommendations to others considering the product

Do it!

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

One of the challenges in consulting is keeping track of current engagement especially in the areas of purchase order cover and tracking progress against milestones to make sure we're not busting PO budgets. With some large projects on the go in parallel at times this can quickly become an onerous task (especially if you like to use MS Excel and Project to manage these things). The integration of data capture from our consultants and the latest financial picture of our projects enables us to stay on top of things.

Kimble PSA review by Cian M.
Cian M.
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Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Automating our E2E business"

What do you like best?

Kimble supports the bulk of our business, from first conversations with a client, to resourcing and from managing a live project, to invoicing. Kimble automates what would otherwise be laborious manual processes and rewards up front effort. For example, resourcing information entered during the sales process allows you to quickly find the right person for that role based on availability and skill set and consultant's timesheet entries become invoicable items that finance can quickly process.

What do you dislike?

The user interface could be improved. Kimble has a complex data structure, which makes it really powerful but somewhat confusing to the standard user. A friendlier, more intuitive interface would help users get up to speed quickly and properly benefit from the tool.

Recommendations to others considering the product

Kimble will change the way you work across almost all areas of your business. Take your time implementing it, perhaps do it in phases, and don't underestimate the amount of training and support needed for end users for whom this could be a completely new way of thinking about their day to day work.

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

As we grow, Kimble has helped us to keep on top of tasks that were easy when we were only a few people working across a few projects.

- Understanding our sales pipeline

- Knowing resource availability

- Tracking project financials

- Month end and billing

- Recording client information and conversations

Kimble PSA review by Stephen A.
Stephen A.
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"Fully Comprehensive PSA"

What do you like best?

PSA Intelligence is delivered at the right time/place. I had used Kimble at a previous company and needed to run reports to monitor a portfolio or projects health. Kimble has eclipsed this by putting icons in the dashboards to alert you as a PM or portfolio manager to urgent actions or pending issues

What do you dislike?

There is nothing I dislike about Kimble, but if I were to select one thing it would be that it requires time to administer the solution right. In my opinion the effort expended in administration benefits you in the long run.

Recommendations to others considering the product

Start with "out of the box"Kimble and get to understand it's powerful out of the box features, before looking to extend it.

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

We use Kimble from start to finish. From forecasting resource demand and revenue inside the sales cycle through to decision making based on the extensive reports and dashboards. Running Kimble out of the box gives you a "best practice" approach to managing any PS business. However Kimble really comes into its own when it is configured (very simply) to match your business's unique ways of working. We have seen an immediate impact of implementing Kimble to our utilisation, ability to forecast resource demand and revenue.

Kimble PSA review by Rebecca C.
Rebecca C.
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"Better decision-making in a fast-paced environment"

What do you like best?

Before using Kimble we were working with spreadsheets that were inefficient at providing important metrics and KPIs. We couldn’t see the integrated components in a logical manner and we weren’t able to clearly identify or analyse why we had errors and timing issues.

We needed an efficient solution that would help us simplify the way we managed projects and the overall business, while enabling us to change our habits and become more profitable. With Kimble’s help, in a very short time we’ve become more productive, able to make quicker and better decisions and our profitability and growth rate have markedly increased.

What do you dislike?

Kimble are very supportive and responsive to user needs so any niggles that we do have tend to be addressed in subsequent releases of Kimble.

Recommendations to others considering the product

Challenge your existing processes when configuring Kimble, and adapt them to use Kimble’s standard processes where you can. This has been of huge benefit to us and has greatly helped us to focus on improving and consolidating our working practices.

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

We have clients all over the world and needed a platform that would bring the entire business together and offer a cohesive view of the business and its projects, as well as providing us with accurate forecasting.

It has improved project management by simplifying processes and implementation; it’s helped the team to make faster, more informed decisions through clear, transparent reporting; and Kimble has increased profitability and growth by giving us the ability to see and connect essential business metrics and KPIs with the desired business outcomes.

The finance and project management departments are working much better together now; everyone understands and appreciates what the others are doing. They are sharing their metrics and trying to find the most efficient strategies for taking the business forward.

Kimble PSA review by Jonathan S.
Jonathan S.
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"Backoffice automation for professional services businesses"

What do you like best?

The key strength for us is Kimble's seamless, end-to-end support for and automation of our professional services business. No more using multiple systems or augmenting with spreadsheets. A particular strength is that Kimble uses Salesforce's CRM platform but extends that to support the delivery of services including management of time entry, expenses and invoicing.

What do you dislike?

Usability is not always as strong as we would like - the user interface and terminology make this a less than intuitive product. A task/workflow orientated interface supported by a stronger mobile app would be welcome.

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

End-to-end back office processes for a rapidly growing professional services organisation. Kimble supports almost every aspect of the back-office, from sales to delivery and invoicing, providing a single system for our employees to use and a "single source of the truth" for management reporting. We can focus on making best use of Kimble rather than wrestling with multiple systems and spreadsheets.

Kimble PSA review by Kieran C.
Kieran C.
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Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Kimble has allowed us to plan ahead for the first time. "

What do you like best?

For me Kimble is the first (of many) PSA applications I have used where I can look forward and really see the trends in my business. So many other solutions are "rear view mirror" solutions - Although I am interested in where I have been - what I really want to know is where we are going and what lies ahead. This is why Kimble is so powerful for our business.

What do you dislike?

One small thing - the engagement dashboard is brilliant and could be used as a customer facing tool if it didnt include the margin and cost data. Ideally I would have two versions of the dashboard - one for internal use only and another that I could use as a customer facing tool.

Recommendations to others considering the product

Strongly recommend you look at Kimble for all PSA needs

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

We are running a fast growing PS business and need to run it operationally - forecast effectively and predict revenue and cashflow. Kimble is really good at this.

Kimble PSA review by Graham U.
Graham U.
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"Global harmonisation"

What do you like best?

The company had grown significantly both organically and through M&A. Kimble 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 Oli H.
Oli H.
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"Helping a growing consultancy to manage engagements and resourcing"

What do you like best?

Kimble provides a comprehensive end-to-end solution to manage projects from early opportunities through to the final invoices. Having a central tool to structure proposals, support resourcing decisions and monitor projects (timesheets, expenses and invoices) reduces the inaccuracies and inefficiencies that can come with using multiple disparate systems. In addition to the dynamic in-build dashboards and pre-installed reports, the Salesforce reporting functionality can be used to create specific reports for your organisation's needs.

What do you dislike?

Kimble favours configuration over customisation. Often, to use the system effectively, process change is required. This is not necessarily a bad thing, however, since Kimble has been designed around industry best practices and the implementation of the system can be a much needed catalyst for process improvement.

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

As a growing consultancy, we need a central place to manage our pipeline, resourcing discussions and ongoing project maintenance. Using Kimble means that we can submit time and expenses and manage projects all in the same Salesforce instance that we use for many other company functions. In particular, as a transparent organisation, Kimble provides us with a platform to easily share project information across the company.

Kimble PSA review by Peter R.
Peter R.
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"End-to-End Solution"

What do you like best?

Kimble lets you create templates for how you sell and deliver your services. You begin using it during the selling phase. Who will be your resources? What skills do they need? When will those resources be scheduled? The process follows all the way from the original proposal, through delivery, time and utilization tracking, and on through to invoicing. The unique thing about Kimble is that it's forward looking and forward planning.

The goal of any consulting company, and how Kimble is designed, is to reduce bench time and feel confident in taking on and planning delivery of products down the road. And as you do all that within Kimble you'll have a forward-looking financial picture as well. For us it's all about balancing the supply and demand. All project time, revenue, and costs for a project are mapped out for as far forward as your projecting. Usually you have extra FTEs doing just that work.

Take the time to do a proper implementation, and you'll need to dedicate plenty of time to testing all your use cases. There is a lot of knowledge transfer that has to happen, and we've had to resist the urge to rush through the implementation.

What do you dislike?

Not a dislike, but know that this is a tool to manage your business, and as such you'll want your delivery managers using it daily. You've got to engage with this product and it's process. If you don't, then it's just backward-looking time entry. Since you're reading this review I'm guessing you've had enough of that.

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

Resource Planning, Revenue Visibility and Forecasting, Increased Utilization, Improved Time Capture

Kimble PSA review by Melody M.
Melody M.
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"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.

Kimble PSA review by Matt B.
Matt B.
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Verified Current User
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"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 Christopher H.
Christopher H.
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Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"End-to-end process automation that provides us with a scalable system to manage our business"

What do you like best?

Kimble covers the full range of our activity, providing a single source of the truth, from sales, resourcing, delivery, time, expenses, invoicing and forecasting. Has our use of the tool has matured we have been able to delegate more and more tasks to frontline staff, providing them with the information they need to run projects and preventing the need for additional support staff as the company grows. We are particularly focussed on streamlining the resourcing process at the moment, so we find the visibility that Kimble provides across the organisation very helpful.

What do you dislike?

The UI has improved significantly recently, which was the main challenge to adoption.

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

We were a very early adopter of Kimble, at the time the problem we were solving was scaling the business. Now our main challenge is improving visibility of company performance throughout the organisation.

Kimble PSA review by John N.
John N.
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"The joined up way of doing almost everything"

What do you like best?

Kimble is our one stop shop for all activities and processes that support project delivery. By jumping in with both feet and using it wherever possible we always know where to go to find the latest information and can leverage that to support internal and external efficiency.

What do you dislike?

Whilst the data in Kimble is great and the reports in Salesforce very useful, truly interactive dash-boarding is fairly limited. We haven't yet tried the Einstein functionality that is imminent but as it stands some of the information is a little disjoint in reporting and could be improved. Excel happily steps in where the reporting stops but fingers crossed Einstein Analytics will help remove that need.

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

As a Professional Services organisation, our people are our business and this helps track all of our projects, people and financials in an almost real time basis. The advanced resource planning lets us stay ahead of the recruitment game as much as possible and allows us to spot spare capacity that can be made available to clients as soon as it becomes available.

Kimble PSA review by Richard M.
Richard M.
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"The beating heart of the Professional Services organisation"

What do you like best?

Kimble's strength lies in the fact that it is a one stop shop for the professional services firm. All the major functions of what a PS firm would have to do are represented from opportunity pursuit, through engagement delivery all the way to invoicing. The fact that it is built on the Salesforce platform means that you get a world class CRM tightly integrated, a very comprehensive reporting suite and you do not have to bring another piece of software into the enterprise as Salesforce is often present.

What do you dislike?

The consolidated nature of the product is also a challenging area. The organisation only benefits from the quality of the data put in at the top. This means that Kimble implementations require significant organisational discipline. To say this is a weakness is wrong (and in the long term is a large benefit to an organisation) but it is something to think about in the implementation

Recommendations to others considering the product

If you are implementing it to decommission other systems or spreadsheets then commit and avoid trying to only use half of Kimble integrated into your existing landscape.

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

Kimble allowed the organisation to harmonise around a single set of standard processes. This harmonisation provided the foundations for the next round of growth. As it was an international implementation this consolidation around these standard processes allowed everyone to get to the same level.

Kimble PSA review by Executive Sponsor
Executive Sponsor
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Verified Current User
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"A System Designed by People Who Understand Our Industry and How Our Business Works"

What do you like best?

The Kimble system and the 'tube map' closely maps to our existing business process, this means we can focus on improving our efficiency and scalability, not having to change our business processes to fit the needs of an IT system.

What do you dislike?

The system maps closely to our existing business processes but not 100% completely so we do have a few areas of work around.

Recommendations to others considering the product

Put in the ground work to document your existing business process and use this to steer the implementation and user acceptance testing.

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

The primary goal is to assist in our growth, how we move from business processes understood well by the company founders but are not scalable by new leaders in the business. Kimble provides a structure to allow others to help grow our business in a consistent way.

The benefits will come in time as we break through some growth constraints.

I also expect to see our billing utilisations improve even further.

Kimble PSA review by Peter V.
Peter V.
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"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 Chris C.
Chris C.
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Verified Current User
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"First time PSA user "

What do you like best?

Kimble is a fantastic tool for tracking & viewing our entire companies business activities. From proposals right through to invoicing we can clearly understand the current status and forecasted positioning of all engagements.

What do you dislike?

Eagerly anticipating when the Lightening View is up to speed with the Classic View so the entire company can be on the same version. Dislike the vagueness of some error messages- makes solving the problem difficult.

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

Timesheet transfers from third party partners

Previously timesheets were transferred via Excel documents and manually inserted but now with the help of Kimble PSA support we have an Interface run which uploads and submits time entries seamlessly- saving us a lot of time and effort.

Kimble PSA review by Caroline B.
Caroline B.
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"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.

Kimble PSA review by Oostenbrug M.
Oostenbrug M.
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Verified Current User
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"Use of Kimble PSA in a multi country PS organisation within a Sales company"

What do you like best?

Prescriptive way of working and underlying best practise as seen by Kimble (also as a basis for trusting future development)

Being embedded in SFDC (although the impact from that also bring its organisational challenges and dependencies on other functions)

What do you dislike?

Reporting is a bit cumbersome as there is a large list of standard reports and the data access is built upon a large nr of data objects that are grouped in various data sets. Be prepared to spend time with reports and data. It is rewarding at the end though.

Insist on support and consultancy during roll-out / early live phase for reporting but also have resources planned to work on this.

Recommendations to others considering the product

Kimble PSA and Kimble company bring considerable knowledge and process. If this fits, Kimble PSA and its development is a good choice from my current perspective. Being open to configuration and avoiding customization is the basis for future use for us. Implementation phase went as planned.

Insist on support and consultancy during roll-out / early live phase for reporting but also have resources planned to work on this.

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

Transparency of individual projects on basis of commercial base lines

(starting) Basis for best practise sharing and information for long term business and resource development.

*****

Kimble and Canon have defined the configuration of the Kimble PSA system in a series of workshops and started the roll out in April 2017. Canon has rolled it out to its country organisations in waves and the PSA system is now used in 14 countries in Europe and we are starting to see the transparency and information basis we need for proper management of the projects from business perspective as well as the basis for development of Professional Services. After 6 months, the countries from the first waves are now taking business decisions based upon the Kimble PSA data and related SFDC opportunity data. The regular contact with Kimble keeps up the speed of the roll-out and supports the adoption and successful use of the Kimble PSA system. Canon Europe is looking forward to working with Kimble and trusts that the Kimble PSA system and Kimble consultancy will help to develop the Professional Services business in EMEA in a healthy way.

Kimble PSA review by Chris P.
Chris P.
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Verified Current User
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"Increased visiblity to Utilization and Margin"

What do you like best?

Kimble gives our project teams the tools they need to better manage their projects. They now can measure the health of their projects and more accuratly forecast the projects upcoming needs.

What do you dislike?

Invoicing is not where our clients expect it to be. This caused us to build a custom integration tool to connect to our legacy financial system. Managing PTO is also a very difficult challenge. Improvements have been made since our implementation, but there is still more to be done.

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

Our initial focus was on utilization and being able to better forecast resource demand. After using the system we quickly discovered that we were able to better manage budgets and margin's, allowing us to be more proactive for our clients.

Kimble PSA review by Robert F.
Robert F.
Validated Reviewer
Verified Current User
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"Comprehensive PSA supporting multiple business models"

What do you like best?

We wanted Kimble because of the end to end nature of data within the system and the ability to access this data it for other business processes in external systems. We use it for developed opportunities (not the pipeline) all the way through to expenses and invoicing.

What do you dislike?

The data is all there although reporting it can be tough to get at with Salesforce standard reporting. This is helped by the large number of standard reports from Kimble .

Also the new(ish) Resource Scheduling views could do with more work to make them more useful. It is tricky to easily visualise larger teams (10+).

Recommendations to others considering the product

Be sure you know what you want and can make quick decisions during implementation. Test the edge cases to be sure your set-up really works.

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

End to end visibility of revenue forecasts across business units.

Improved audit trail from timesheet to invoice.

Improved visibility of potential revenue leakage.

Kimble PSA review by Emma S.
Emma S.
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"End to end business solution that has enabled us to manage a rapidly growing consultancy business"

What do you like best?

Kimble has provided us with a single end to end solution, across all global offices, from tracking the sale of an opportunity through the resourcing, delivery, invoicing and reporting of all projects. We use information from Kimble to support our business processes, bringing a framework to our weekly and monthly business operations. Kimble has strong capability and function and we are looking forward to seeing an improved UI and mobile application tool when we upgrade imminently. The help from the Kimble support team, via the Zendesk, is also very good and resolution is timely.

What do you dislike?

Kimble is not always easy to navigate - which is probably true of many similar applications. You do need comprehensive training and user materials to fully utilise all of Kimble’s features.

We are about to upgrade, however, so I expect we will see improvements in the user’s experience both on the desktop and mobile app which have changed significantly from the version we are using.

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

Kimble has enabled much faster time and expense entry and invoice generation, which has been massively important as the company has gone through rapid expansion. Without this integrated solution we would not have been able to achieve this.

Kimble PSA review by Paul V.
Paul V.
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Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Helping our Consultancy grow whilst maintaining control"

What do you like best?

Kimble enabled us to replace several disparate systems with a single solution which supported most aspects of our consulting services business. By having a single system which supports the full consulting process lifecycle from structuring a costed proposal, monitoring profitability of the deal, planning resource through to enabling simple time and expense recording, and customer invoicing, we were able to have a more streamlined operation, with much tighter control on costs and revenue reporting. Billing accuracy and timing significantly improved as all the information was available within the one system.

What do you dislike?

This is a comprehensive product - don't skimp on putting effort into the initial implementation and make sure you have senior members of the organisation involved in key decision.

Initially there were a few process gaps in functionality which meant some manual workarounds. However these have gradually been filled and with each release the usability improves together with additional process support.

We have just upgraded (semi-automatic - you still need to test) to make use of some of the additional functionality delivered. So far so good.

Recommendations to others considering the product

Make sure you put the effort into the implementation with the best resources you can make available. Getting the design right up front makes for a better solution and wider adoption.

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

Better on-time invoicing and a reduction in revenue leakage through mis-booking or non-booking of time and expenses. We are also prompted to ensure that milestones and recurring / periodic revenues (and invoices) are sent out at the correct time. The ability to accurately invoice our customers also helped improve time to payment receipt.

Kimble PSA review by Steve A.
Steve A.
Validated Reviewer
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"Fundamental to growing a professional services business"

What do you like best?

I use this software across a number of PS companies where I am a non-exec and advisor. It enables those businesses to maximise growth and achieve the maximum value at exit.

A single source of automation and information which allows the business more effectively. All processes are now much slicker - have cut 5 days already from month end and expect to cut more.

Better information means that we are now able to pinpoint where things are going well and not so well in our business. There are areas which have obviously been an issue for some time but we didn't know. With Kimble we have a clear view of where we need to act.

Our turnover has doubled this year. I don't think we could have managed this without Kimble.

What do you dislike?

Not really a dislike, but there was initial resistance to the changes in processes introduced with Kimble. All staff have now embraced these new processes and see them as a great improvement. The changes made as part of he Kimble implementation have improved the business.

Reporting was not exactly as previously. The Kimble reports, however, provide all the key information we need to run the business. In conjunction with our use of PowerBI they provide everything we need.

Recommendations to others considering the product

Don't try just to better automate what you do at the moment. Be open to change to drive improvement and growth.

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

Problems were a high manual input into month end invoicing and reporting and a lack of visibility of performance across the business. Now have a much better insight into the business and have already cut 5 days from month end timescales.

Kimble PSA review by User
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"Great PSA Platform that has comprehensive features and ease of use"

What do you like best?

I really like the ability to easily navigate from anywhere in the modules to any other location and also the ability to create and run reports and dashboards.

What do you dislike?

The data/object model in the Salesforce ecosystem can be a little overwhelming because it is so large. It can take a little time to find the right data and join it properly to other information.

Recommendations to others considering the product

Make sure you have someone on the time who has knowledge/experience with the Salesforce data model that underlies much of the platform. This will be invaluable in helping find, report, and visualize the right information in a timely manner.

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

We really wanted a platform that tied in with salesforce, provided process automation, gave real-time visualization of performance, and gave an easy, intuitive Time and Expense experience to our services team. Through the implementation of Kimble, we are able to achieve all four of these key objectives.

Kimble PSA review by Jamie M.
Jamie M.
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"We rely on Kimble for accurate forecasting"

What do you like best?

We really like that we can input our assignments (mostly time and materials-based) and get an accurate forecast for both future revenue and resource allocation. It gives us great insights into the availability, or lack of, for each resource without having to send a bunch of emails or try to recall information from memory. Kimble has allowed our organization to grow and forecast our future revenue with ease. Our sales and leadership teams rely on data from Kimble to tell them how the company is performing towards our goals and everyone can speak to the same information. Our operations team is able to effortless produce and send invoices to clients with the confidence that we are within the specific terms of our agreements with the clients. Each engagement can be unique in the statement of work and we know that Kimble can serve as a gatekeeper of sorts to ensure we don't bill above the PO limits or forget resources or expenses to include.

What do you dislike?

There are some quirks with Kimble, as there are with any tool - but nothing that is a deal breaker. I think that the part I like the least is that if you are an approver for a lot of people or engagements, there is not a way to approve timesheets or expenses without having to jump through two screens. So it just takes a little bit of time (and extra button pushing) to work through that. If your organization is really on top of their timesheets and logs things weekly, then this is less of an issue.

Recommendations to others considering the product

We looked at a few PSAs prior to going with Kimble. We preferred a tool that integrated with Salesforce, so that steered our vendor selection process. With our list of additional requirements, Kimble was the clear winner for us. Their customer service team is always responsive and helpful, plus I like that they are willing to show me how to use the tool most effectively. It didn't take long to feel like we knew how to use Kimble without relying on support to make changes for us.

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

At the time we found Kimble, we needed a some way to decrease the time it was taking us to produce invoices each month. Using spreadsheets was extremely time consuming and allowed too much room for error. We had no way to grow our business without causing invoicing to drag on for longer and longer each month. Time really was money! Plus, we had other time consuming methods to forecasting (aka, more spreadsheets) that were always inaccurate. And management didn't have a clear point of reference to see into this data at all. The reports and dashboards just make it all centralized and tells the whole story from AP, AR, forecasting and resource management perspectives.

Kimble PSA review by Paula D.
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"Great product - ideal for a growing consulting practice"

What do you like best?

Kimble PSA provided us with a great way to move into automated support for our growing consulting practice. The entry point was ideal for us! As we've grown, the product has continued to mature, regularly offering new features for resource management, proposals and now even more advanced project and portfolio management.

What do you dislike?

Although the product has continued to resolve, the resource schedule views do not provide the flexibility that would be ideal for us. I would like additional capabilities to filter on resource assignments and perhaps even to produce a downloadable report of the view.

Recommendations to others considering the product

Highly recommend you check out the product!

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

With Kimble, I have the ability to enter my opportunities, manage proposals and stage of sale. I also use Kimble once the engagement is won to set up and manage the related delivery engagement. With new features, I can provide status and log issues/risks and even track time to the project schedule directly from the application. Especially love the portfolio views as I have responsibility for multiple engagements!

Kimble PSA review by John P.
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"Critical to Managing our Professional Services Business"

What do you like best?

Standard SFDC interface that is easy to use. Kimble helps us manage the day to day activities of a Professional Services business from Resource Planning to Forecasting and finally Month End Invoicing. While we don't use it often, the ability to make bulk updates to resourcing has been a great addition, as our pipeline projects sometimes move out.

Kimble makes it extremely easy to track my monthly forecast regardless of project type (Time and Material, Fixed Fee or Annuity based). If you run a services firm you know how important it is to easily visualize your monthly or quarterly forecast.

Reporting and help documentation continues to get better with every release.

What do you dislike?

Native SFDC Reporting doesn't provide all the flexibility I would like. Not all fields are available across all base report templates.

Help documentation and knowledge base articles need to be more robust. It is sometimes a challenge to find the right documentation to solve a configuration change

Recommendations to others considering the product

Make sure that you complete the configuration workbook correctly and completely, and also try to look ahead to where your business will be in 2-3 years.

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

We have decreased revenue leakage, streamlined our invoicing and most importantly we have an up to the minute view of our resource capacity and actual versus forecasted revenue . Without Kimble we would never have been able to scale our business

Kimble PSA review by User
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"Kimble PSA Is a Great Tool"

What do you like best?

It's very easy to use and user friendly once you have everything you need set-up. I use it to run daily budget reports and I like how it saves all of the reports I use on the home screen of the 'reports' tab instead of having to 'drive' down through categories to find the report I need.

What do you dislike?

I dislike the location of the 'Go' button. I constantly forget to hit it and will stare at my screen for a few minutes wondering why a certain report is not generating. It would be easier if it were in the vicinity of the list title in the middle of the screen.

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

Our business uses it for tracking and budgeting purposes. It's great because everything is updated in real time - you don't have to wait a few hours to see the results. We're able to generate reports quickly and efficiently in a time crunch or for a pop-up meeting that's happening in 5 minutes.

Kimble PSA review by Steve S.
Steve S.
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"Intuitive PSA for a content marketing business"

What do you like best?

Seamless integration through the whole sales and marketing lifecycle through to managing projects and client delivery.

Good help tools and "how to" quick videos.

What do you dislike?

My only real downside is probably not making sufficient use of Kimble's full potential.

It takes an investment of time to get everyone up to speed and comfortable with a new way of doing things, so the internal comms piece around the benefits is really important.

We tried to survive for too long with a mish-mash of systems and processes, so we benefitted from starting from a clean slate.

Recommendations to others considering the product

Remember the time and investment involved in training your people.

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

Keeping on top of sales leads and tracking new client wins right through the sales process and then managing and scheduling the work among the team. We previously relied on a whole load of spreadsheets for this, which was a) not our strong point as a business and b) very inefficient. It knocks socks off of the old way of doing things..

We now have a much clearer picture of the profitability of our accounts and it's actually enabled us to ditch some of the less profitable ones, so I guess there's a culture change there.

Kimble PSA review by Jason G.
Jason G.
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"Great PSA that gives us the data we need to efficiently manage our firm"

What do you like best?

Ease of use, out of the box capabilities, integration with SF platform. Some of the project-based financials are also very powerful.

What do you dislike?

All systems have some nuances, but I haven't found anything in Kimble that I would say I dislike to-date.

Recommendations to others considering the product

It's a great PSA on its own merits, but it becomes a no-brainer if your organization uses Salesforce.

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

Information can be widely shared, is accurate, the platform is flexible to our needs. We've really been impressed by how easily we can find the data to support our decision making. It has also streamlined a lot of our customer facing processes like timecard approvals and invoices.

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