Kimble PSA

Kimble PSA

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4.3 out of 5 stars

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

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Kimble PSA review by Henning H.
Henning H.
Validated Reviewer
Verified Current User
Review Source

"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

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Kimble PSA review by Elizabeth K.
Elizabeth K.
Validated Reviewer
Verified Current User
Review Source

"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.

What Professional Services Automation solution do you use?

Thanks for letting us know!
Kimble PSA review by Ingo R.
Ingo R.
Validated Reviewer
Verified Current User
Review Source

"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.
Validated Reviewer
Verified Current User
Review Source
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 John P.
John P.
Validated Reviewer
Review Source

"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 Michael D.
Michael D.
Validated Reviewer
Verified Current User
Review Source

"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.
Validated Reviewer
Verified Current User
Review Source
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 Nick H.
Nick H.
Validated Reviewer
Verified Current User
Review Source

"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 Nick G.
Nick G.
Validated Reviewer
Verified Current User
Review Source

"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.

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 Niall M.
Niall M.
Validated Reviewer
Verified Current User
Review Source

"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.
Validated Reviewer
Verified Current User
Review Source

"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.
Validated Reviewer
Verified Current User
Review Source
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 Rebecca C.
Rebecca C.
Validated Reviewer
Verified Current User
Review Source

"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 Kieran C.
Kieran C.
Validated Reviewer
Verified Current User
Review Source
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.
Validated Reviewer
Verified Current User
Review Source

"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.
Validated Reviewer
Verified Current User
Review Source

"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.
Validated Reviewer
Verified Current User
Review Source

"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.
Validated Reviewer
Verified Current User
Review Source

"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.
Validated Reviewer
Verified Current User
Review Source

"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.
Validated Reviewer
Verified Current User
Review Source
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 Peter V.
Peter V.
Validated Reviewer
Verified Current User
Review Source

"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 Caroline B.
Caroline B.
Validated Reviewer
Verified Current User
Review Source

"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.
Validated Reviewer
Verified Current User
Review Source

"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 Robert F.
Robert F.
Validated Reviewer
Verified Current User
Review Source

"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 Andy D.
Andy D.
Validated Reviewer
Verified Current User
Review Source

"Realise your Potential - Kimble PSA"

What do you like best?

As an Operational Head, Manager and Kimble Implementation Consultant with experience operating across multiple products and disciplines, including Kimble, Sage 300, Sage Live and further afield it is abundantly clear that the benefits of implementation of such a PSA suite drives efficiency and growth into your business.

The ability to assist in cash-flow forecasting, trending information relevant to operational performance and using the newly implemented augmented reality in Kimble allows even new users to quickly adjust proposal contents, rationalise values for both cost and revenue items while delivering real-time forecasting to help maintain resource allocation, credit control and disputes.

I very much like the way in which Kimble have thought through the nuances of day to day business processes, through multiple verticals to derive the best from the product and offer the best-in-breed capability through carefully and skilfully implemented solutions.

What do you dislike?

With every cloud comes as silver lining – but sometimes also the shadows that these cast. On Occasion, the multiple approval techniques and apex processing in Salesforce detract from an otherwise seamless transactional processing experience. The Lag that apex sometimes exhibits can mean that busy managers with a desire to get on quickly are left waiting …while only momentarily; this translates to ‘eternity’ as our new found expectations seek to deliver instant results rather than based on polling frequency.

Recommendations to others considering the product

Core Teams who understand the Business Processes and are capabable of delivering internal change management programmes are essential when participating in the setup and scoping process.

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

With Kimble PSA installed internally, we have driven efficiency into the business by analysing the rising demand for resource capability and are able to combat this by cross-trading multi-skilled consultants to deliver solutions where demand is high based on our newfound ability to identify through trend analysis the obvious seasonal flat-spots in other product / solution domains. Revenue forecasting to replace outdated and parochial KPI Metrics reporting / forecasting provide us with a much greater insight into future periods – we are able to forecast further ahead with much greater accuracy which in turn supports all that the business does.

Kimble PSA review by Paul V.
Paul V.
Validated Reviewer
Review Source
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
Review Source

"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 Jamie M.
Jamie M.
Validated Reviewer
Verified Current User
Review Source

"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 Steve S.
Steve S.
Validated Reviewer
Review Source

"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 Dave K.
Dave K.
Validated Reviewer
Verified Current User
Review Source

"Happy Functional User"

What do you like best?

As a prior account executive, I liked that everything is kept in Salesforce. I don't have to switch from one program to another in order to structure out my deals. Kimble always makes sure I get paid.

What do you dislike?

Kimble is an out the box solution that requires specific process adherence.

Recommendations to others considering the product

Kimble is a great out of the box solution for professional service firms who want complete visibility, control, and better forecasting reports.

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

Ultimately it's all about our customer success and having our account managers on the same page with the delivery team makes it happen. Through proposal to project end, Kimble provides the visibility needed to share up to date information with all team members engaged with the customer.

Kimble PSA review by Bradley B.
Bradley B.
Validated Reviewer
Verified Current User
Review Source

"Streamlined our Sales and Delivery with Excellent Automation on the Salesforce Platform!"

What do you like best?

First and foremost, I love that it is available for the Salesforce platform. As Salesforce consultants and with the shortcomings we were experiencing with our previous PSA setup, Kimble PSA was a welcome addition to our organization's suite of tools. Not only did it speed up our internal business processes, but it allowed us to make customizations unique to our Salesforce environment using native Salesforce features.

Secondly, with delivery management, the ability to place controls around time entry for our consultants, to maintain and assign resources to our engagements in a seamless way, and to manage our projects from start-to-end with features such as risks, issues, and engagement statuses propelled our organization forward and made us more efficient. It gave us enhanced visibility into our engagements in ways that have benefitted us and, ultimately, our customers as well—more reporting, more control, and less mistakes!

Lastly, I absolutely love the Sales features of Proposals and Change Orders that work with native Salesforce Opportunities. With our recent upgrade to Kimble PSA Version 1.23, we have been taking full advantage of new Sales functionality and, like our Delivery Team, bringing some much needed control and streamlining to our pipeline management. Our Sales Team is now equipped to more efficiently collaborate and sell, spending more time on finding new business and less time having to manage the CRM side of the Sales equation.

What do you dislike?

At times, custom reporting using the Kimble PSA can be difficult. The application is comprised of many custom objects with multiple threading relationships which can definitely be hard to navigate, especially if you are trying to create custom report types and reports in Salesforce. For the most part, we are able to surpass this by analyzing the data model and tracing relationships, but it could be difficult for some admins or organizations. It would be helpful to have better documentation from Kimble on this, perhaps in the form of a Data Dictionary or Enterprise Relationship Diagrams (ERDs) in the future.

Application Roles—the main mechanism through which an organization's resources/users are given permissions within the Kimble PSA—can be problematic at times when interacting with native Salesforce permissions and user controls. Not a deal breaker at all, but it does require attention if an organization is trying to customize permissions to the PSA for their Users in some ways.

Recommendations to others considering the product

We all want to be more process oriented, efficient, and spend less time on the menial tasks that bog us down in our CRM. Kimble PSA allows you to spend less valuable time on tasks that can be automated and more time on the important things, delivering quality work or products to your customers.

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

- Efficient engagement selling with less time spent on CRM tasks during Sales Processes

- Tracking of collaboration on Sales Discovery through the use of Bid Teams

- Efficient Resource (Consultant) on-boarding, management, and assignment to engagement teams

- Enhancing visibility into engagement status, risks, and issues for reporting to Customers

- Controlling delivery engagement/consulting time burn through resource assignments, notifications, and available reports.

- Integrating financial reporting and invoice processing directly with delivery engagements, making it easier for admins/finance to process customer invoices for prompt collection.

Kimble PSA review by Jonathan S.
Jonathan S.
Validated Reviewer
Review Source

"Automation that works"

What do you like best?

Using Kimble has highlighted the impractical procedures in the standard Professional Services sector, its not until you have to intensely map your operational processes that you are aware of the inefficiencies. Kimble enabled us to do this which has had immediate impact on our business capabilities.

What do you dislike?

Like any new user on an application, it does take a little time to navigate to the functionality desired

Recommendations to others considering the product

Running a successful consulting company requires you to have eyes in the back of your head and a dozen pairs of hands. A lot of the operational processes are time consuming and uneconomical. It is only when you trust a company with relevant commercial experience to automate your procedures and processes that you go from looking at what you are doing in a rear view mirror, to viewing where you are and where you are going in a heads up display. Kimble PSA have the depth of commercial experience that enables them to fully understand your day to day challenges and present a viable automated solution

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

optimizing revenue through clear understanding of where the revenue opportunities are available and billable. Simple and informative management reporting

Kimble PSA review by Heiko F.
Heiko F.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Great PSA Tool - process-centric and great value"

What do you like best?

What I like best about Kimble is:

- the transparency it gives to all aspects of running a professional services organisation from Opportunity life-cycle, engagement shaping, staffing, utilisation, running the projects, recording time & expenses, invoicing and operations.

- the engagement dashboard

- the ease at which it enables invoicing

What do you dislike?

There is nothing I really dislike. There is one thing that can be improved further:

- guiding the casual user - here Kimble has made great progress by the use of the COACH - an interactive online guide

Recommendations to others considering the product

Be prepared to change to the best practice processes supported by Kimble

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

Basically we were looking for a ERP-like system suited to the needs of a Professional Services Organisations, that would provide support all of our processes and help us gain transparency on our business.

Among the benefits we have realized are

- improved utilization

- improved decision making by better insights

- improved invoicing and cash collection

- Revenue increase by reducing waste and leakage

Kimble PSA review by Nikola R.
Nikola R.
Validated Reviewer
Verified Current User
Review Source

"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 Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Kimble implementation feedback"

What do you like best?

We have had positive feedback from our consultants and the adoption was very quick. It is much simpler to submit time and expenses, and the user friendliness is positive. Partly thanks to the mobile application, the expenses mobile app can be used anywhere. It integrates well with the rest of the solution.

We felt that consulting meant something for Kimble. It was not one business among others - it was the core business targeted by the solution, that definitely was something which made a difference in the decisions to move to Kimble.

What do you dislike?

Implementing Kimble can be challenging: It can take a while to understand how to get the benefit.

Recommendations to others considering the product

Have a clear view of what everyone’s role is in the implementation. Plan the steps for how to go forward from the first basic implementation of Kimble: Driving the adoption will be easier with a limited scope at the beginning, then release additional functionalities.

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

We are building visibility on project data across the organization. We want to focus more on project margin. We used to concentrate on the revenue rather than margin, but using Kimble emphasize the margin KPI which is the way we want to go.

Kimble PSA review by User in Sports
User in Sports
Validated Reviewer
Verified Current User
Review Source

"Great for managing and resourcing teams"

What do you like best?

As a contractor I like the contractor self bill facility. My invoice is automatically created from my timecard, approved on-line and I get paid quickly and easily. As a staff manager I can see the engagement performance in real time. I worked with another client who had a competitor product and you had to wait for a weekly batch job to run before the actuals were updated. I also like the working at risk functionality - it is inevitable that sometimes you have to start a job without contract cover, but Kimble handles this really well with working at risk functionality built in. In my new role we've decided to adopt a smaller part of Kimble functionality around time management and resource management and seems to do the job.

What do you dislike?

I know I sound old fashioned but I have a windows phone and there is only standard apps for iOS and Android although they do have a mobile browser option. I'm going to be swapping out my phone anyway soon so I guess I'll swap to an Apple. Since then I now use an iPhone and the iOS Kimble app proved to be great for my timesheet entry. It also works 'off-line' as well when I don't have internet connection, so I can enter time (and expense) while off-line and it syncs when I am on-line.

Recommendations to others considering the product

Make sure you are clear on how fast you want to see the data - Kimble updates project performance data in real time, some of the other applications on the Salesforce platform rely on weekly batch jobs. Make sure you ask the right questions.

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

I use Kimble as both a staff and contract project manager. The firm I have been contracting at previously used Kimble when I wrote my first review. I needed to see the status of my project, view the financial performance and allocate assignments to team members. I also need to provide reports my client and forecast performance in the future. It's easy to do that in Kimble and certainly was a time saver for me. In my current company we've started to use it more as a time management system for the staff working in our organisation. We aren't using the full functionality of Kimble but it does the job for us as a time capture and resource scheduling system within our stores.

Kimble PSA review by Stephen A.
Stephen A.
Validated Reviewer
Verified Current User
Review Source

"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 Steven L.
Steven L.
Validated Reviewer
Review Source

"Transparency and the ability to confidently forecast for growth enabled with Kimble"

What do you like best?

The use of multiple systems and spreadsheets the business was using prior to Kimble were becoming more cumbersome and lacking the forecast accuracy that is vital to meet the needs of a growing consultancy business. Having used Salesforce for quite some time and with a mobile team, we required an affordable cloud based application, that was accessible by all and provided the necessary data to be able to make informed real time business decisions.

What do you dislike?

The timeliness of assistance from the Kimble support team considering the difference in time zones given our business is located in Australia.

Recommendations to others considering the product

The key benefit that Kimble brought was the access to real time reliable data. It allowed the business to monitor and drive meaningful targets and thereby results. Kimble was a far more affordable application and a significant step up in our old system, as well seamlessly integrating with our finance application. Being a PSA application, it was designed by those who understand professional services and the complexities that are embedded in a consultancy business.

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

Forecast accuracy was the key, in particular from a sales, revenue and resource management perspective. This enabled the business to foresee, plan and prioritise key projects and the demand on resources – which is critical for the success of any consultancy. The business’ month-end close reduced significantly, was better positioned to managed cash flow and the level of reporting is something the business had never had access to prior. The reports that came out of the box was extensive as well as our ability to customise them with Kimble’s assistance. These reports covered everything from invoicing, aged debtors, project delivery status/profitability/issues/risks, resources, time and expense management.

Kimble PSA review by Jonathan D.
Jonathan D.
Validated Reviewer
Review Source

"A salesman's view of Kimble PSA"

What do you like best?

Having worked in many IT professional services companies over the past 20 years I have used a number of systems to support my role across general sales activity management, services estimating, invoice approvals, time and expenses, and enterprise collaboration. In my experience, only Kimble is able to provide a single and integrated one-stop solution to meet all my specific needs. The mobile functionality provided the Kimble T&E and the Salesforce.com apps are not only really simple to use but very powerful and mean I no longer dread having to enter expense claims!

What do you dislike?

The Web Browser UI and general journey through the sales processes and stages was a little difficult to grasp at first but once I did it a few times it was fine.

Recommendations to others considering the product

If you need a powerful and complete PSA solution to help manage your end to end professional services processes from lead mamangement through to invoice processing, Kimble should certainly be on your short list. If you are a Start-Up or an exisitng business Kimble will be able to simplify your IT estate.

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

From a sales perspective Kimble provides great real-time forecast accuracy and reduces the time I spend doing administrative tasks meaning I have more time focus on selling. More generally, Kimble helps Claremont spend less time and effort on running and maintaining systems and frees up peoples time to focus on value add activities.

Kimble PSA review by Anton M.
Anton M.
Validated Reviewer
Review Source

"Kimble PSA"

What do you like best?

We now have a single version of the truth which can be accessed when ever we want, wherever we have internet access. This allows use to make better sales, resourcing and delivery decisions.

What do you dislike?

In hindsight we would have benefited more if we had adopted Kimble’s standard processes rather than configuring it to appear like our bespoke legacy processes.

Recommendations to others considering the product

Adopt Kimble’s standard processes rather than configuring it to appear like your existing bespoke legacy processes.

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

We replaced a manually intensive and complex mix of spread sheets, contact databases and email conversations with a single and accessible version of the truth.

Kimble has satisfied our needs for improved management information, customer relationship management, staffing, visibility of costs and governance. Kimble also mitigated the risk of error caused by copying information from one source to another.

We were also delighted to be able to take advantage additional features which were added by Kimble over time.

A real bonus was in enabling consultants to enter their time and expenses using the Kimble smartphone app.

Kimble PSA review by Tina S.
Tina S.
Validated Reviewer
Review Source

"All round positive experience"

What do you like best?

There are many features which allow all areas of the business to be able to use it in a way that is specific to their needs. As an admin, I have been able to dip into various elements of the system to see aspects of how they all work but I have required support from our Kimble account manager Pia de Almeida at times. She has been fantastic with her help and advice which has enabled me to learn a lot more about the system.

What do you dislike?

The Kimble coach seems to be quite limited in the help topics covered.

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

The key area for us as a business is having a central location to track all aspects of a project, from initial contact, through to sale, delivery and the PO. We are able to use Kimble to record all of these stages in as much depth as we would like to.

Kimble PSA review by Michael M.
Michael M.
Validated Reviewer
Verified Current User
Review Source
View Original

"It works Well"

What do you like best?

I like that we can track engagements and opportunities and resource management. Compared to some other offerings it's actually fairly intuitive. Assigning resources and updating projects is pretty easy.

What do you dislike?

With something as complicated as a PSA system, it's hard for everything to be intuitive. There are just too many edge cases in what we do. Some things are not straightforward and you'll forget to do something small that results in undesired behavior. But once you get some practice it works pretty well.

Recommendations to others considering the product

Ask for a demo of their tool.

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

We use it to track opportunities, engagements, resources, P&Ls and basically understand the health of our business.

Kimble PSA review by Mark S.
Mark S.
Validated Reviewer
Review Source

"Kimble and Certus Solutions - Positive Impact on our Top & Bottom Lines"

What do you like best?

For us, Kimble has been a profitability engine, and it has positively impacted our top and bottom lines. We have increased our resource utilization, reduced revenue leakage significantly and raised our EBITDA by several points. It is not to say that this is all due to Kimble, but it has made a significant contribution.

Kimble is unique in that it is built for Professional Services Organizations - that’s why it works. We run our business in Kimble and it is where we make the decisions from pipeline, engagement management, resourcing through to invoicing. It is truly end to end and in return, it allows us real-time analysis and accurate forecasting, so we can see the jobs coming down the pipeline and map resources onto them.

Basically, it allows us to run the company more effectively and efficiently and that frees us up to focus on solving customers’ problems, increasing customer satisfaction and further growing the company.

What do you dislike?

It is not really a dislike, but it is just a caveat, that in order to get the best out of Kimble you really must be ready to align your processes with best practice. That for us was the most challenging part of the implementation, which took around four months.

Recommendations to others considering the product

Ensure you are prepared to align your business end-to-end to Kimble to maximise the functionality that will deliver you a positive ROI.

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

If we didn't get the Professional Services Automation in place when we did, I know it would have become virtually impossible to run the business effectively.

As the company grew beyond 50 people, we could no longer effectively manage it through spreadsheets. We couldn’t see the jobs coming in the pipeline, we couldn't map operations nor delivery. We couldn't forecast the proper timing for what kind of resources were needed, and for when they needed to be put in place. And worse still we even forgot to invoice for work we had carried out.

We knew our utilization wasn’t where we wanted it to be and we knew we had issues, we just didn’t know the extent of it. When we got Kimble, we found that a lot of our profits were vanishing because of or our operational inefficiency, and from there we were able to zone in on the issue and very quickly fix the problem.

Utilization is now as high as we want it to be and we have basically solved the problem of revenue leakage. We are so hot on that now if we have 2% revenue leakage it is a bad month. If we ever do unbilled work, we know we are doing it and we know we have made a conscious decision to do it for an operational reason.

Kimble PSA review by Steven M.
Steven M.
Validated Reviewer
Verified Current User
Review Source

"The only PSA to choose"

What do you like best?

Kimble has enabled us to grow considerably since implementation while maintaining back office costs. The structure and accessibility of the data has significantly enhanced our reporting, allowing us to get a clear view of business performance two days after the end of the month and improved visibility of future revenue and resource requirements. Moving from Excel based processes to Kimble has saved considerable time at month end (we now close in 2 days, down from 3-4 weeks), leading to significant reductions in debtor days and WIP.

What do you dislike?

There is nothing we dislike, but the recruitment section could be enhanced to provide some additional candidate tracking features, e.g. keyword searches for CVs.

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

Timesheet accuracy, business performance reporting, consultant performance reporting, streamlined invoicing process, highly accurate revenue and resource forecasting, management of annual leave, resource management, recruitment tracking, expenses management, streamlined invoicing.

Kimble PSA review by Dirk S.
Dirk S.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Benefiting from extensive Professional Services Best-Practices – built-in to Kimble"

What do you like best?

Kimble isn't a tool to facilitate certain aspects of the day-to-day processes of a Professional Services company. It even doesn't allow a company to pick a subset of the huge features spectrum that Kimble offers, and which a company might want to use or prioritise on.

Instead, companies who decide to deploy Kimble will be enforced to align their business model and processes to achieve a minimum of consistency and alignment with Professional Services best-practices – not necessarily as end-to-end as Kimble's functional spectrum offers, but in line with a defined minimum.

And, this isn't a constraint or shortcoming, it is a central differentiator and benefit of the solution:

The real business benefits of Kimble - as for any PSA solution - will only be achievable if the required transactional and data-driven connect btw. demand and supply, btw. actuals and forecasts, btw. end user inputs and management views, etc is ensured.

The underlying model of Kimble does ensure the overall integrity – and so the reliability of data entered and data reported on.

Examples of low hanging fruits Kimble that provides:

1. creating and dispatching an invoice spanning multiple engagements for one client, covering any type of product/service (T&M, fixed price, ...) for a given period

2. matching available resource capacity with demand – differentiated by probability of the sale

3. crediting suppliers and employees for procured services and to be reimbursed expenses

etc etc

What do you dislike?

The extensive coverage of processes and PSA functionality implicitly drives some complexity in terms of the understanding required by Kimble users.

On the other hand, Kimble systematically enforces consistency and Kimble users are guided to perform Kimble-based processes in the correct way, only. It is a learning curve for the users to understand why things have to be done in a certain way – always driven by functional and outcome-oriented requirements of the company, not driven by the tool.

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

Massively accelerate repetitive processes – such as invoicing and reporting.

Always have trustful data and views on the current operational status, on the performance in the past, or on the forecast.

Achieve consistency and completeness regarding the recording of actuals, and avoid outdated or non-maintained forecast.

And much more...

Kimble PSA review by Executive Sponsor
Executive Sponsor
Validated Reviewer
Verified Current User
Review Source

"Kimble PSA has become core to our business"

What do you like best?

The product is incredibly useful and has turned our management information into a forward looking management tool rather than keeping score after the fact (it does that too!). It is also easy to use, integrates with our sales and marketing activities and helps manage the growth of our business.

What do you dislike?

Its hard to find a meaningful dislike but i find the colour palette in the gant charts a bit annoying, but i can cope with it.

Recommendations to others considering the product

The implementation and adoption has brought a level of professional services best practice into our growing business. Helping us to refresh processes that we did because "we have always done it that way" and replace them with processes that are better and faster.

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

Understanding forward pipeline and the resource impact of the pipeline on the business. Identifying opportunities to price to win or price for margin.

Kimble PSA review by Noel K.
Noel K.
Validated Reviewer
Review Source

"Kimble has allowed our company to grow rapdily while being successful and profitable"

What do you like best?

The Kimble product allowed us to to pull together information from multiple sources (mostly spreadsheets) in to one version of the truth. We then use can use that information in an effective way to run the business.

What do you dislike?

Salesforce reporting and dashboards are a big step up from spreadsheets, but can have some frustrating limitations. They also run a batch jobs, meaning they are not totally live.

Recommendations to others considering the product

Very good from a professional services point of view, as long as you accept it is not a full finance system.

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

We needed to control profit margins on a monthly basis, so we could understand what was happening in the business. Kimble provide one source for information, so it provided the basis to help change behaviours and provide better control.

We now use Kimble to forecast our pipeline, revenue and staffing needs.

Kimble PSA review by Camille V.
Camille V.
Validated Reviewer
Verified Current User
Review Source

"Must have project management tool on the Salesforce platform"

What do you like best?

That Kimble enables me to easily manage lots of projects at the same time. The best is the dashboards that I have as a Project manager in order to see the baseline and the actual of all my projects. It just works and is reliable. My team members can easily enter their time spent, I can quickly set-up new projects and have proper overviews.

What do you dislike?

It can be a little bit slow sometimes, hopefully they will solve this in future updates!

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

Having Kimble means you can manage your projects in time and within budget. Previously this was done in Excel which isn't accurate and hard to maintain/manage.

Since we are using Kimble, I can easily manage multiple projects going on and manage my customers expectations.

Kimble PSA review by Georgia M.
Georgia M.
Validated Reviewer
Review Source

"Business improvement with Kimble"

What do you like best?

I like the ability to personalise reports to the needs of the different business areas. Rather than working with the fixed reports that we have used for years we are able to amend reports in Kimble to make them fit our requirements.

What do you dislike?

Kimble does not allow us to submit timesheets ahead of time. This will inevitably lead Line Managers to having to submit timesheets on behalf of their resources in certain situations. Perhaps this could be a configuration issue whereby the business can choose whether this is allowed or not.

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

For myself Kimble will be particularly useful when it comes to resource management and analytics. The flexibility of the reporting means that I can pull unique data as and when required rather than having to wait for a development team to reconfigure the logic of complex reports. Additionally, I will be more easily able to view resource forecasts and suitable opportunities for resources coming available.

Kimble PSA review by Anil S.
Anil S.
Validated Reviewer
Review Source

"Contino Solutions Ltd Experience of Kimble"

What do you like best?

The good things are real time data updates, dashboards, reporting, can handle flexible scenarios across T+M, Fixed Price, Intercompany. Billing is straightforward, so is entering Time for consultants. Multi Currency and can have multiple business units. Our implementation team Clarasys (Chris Hamilton) were very helpful and knowledgeable, and so was the Kimble Customer Success Manager Mei Law

What do you dislike?

The Expenses mobile app does not work. Unable to upload receipts.It needs to be more robust, and should mirror the way systems like Expensify work. Also creates one claim per receipt. This is an admin headache.

Resource scheduler does not track past time booked- it is just a forward looking forecasting tool

System does have bugs eg approving milestones on extensions does not work

Missing timesheet email does not work. This is fundamental to any PSA org.

As Kimble is on same platform as SFDC there will be bugs if SFDC does an upgrade. Also if say Apple does an upgrade, there maybe knock on issues downstream to Kimble

Zen Desk support has inexperienced staff. They need more training

There is a different user experience from SFDC Classic view Vs Lightning.Lightning seems to create more issues and has more bugs

Expenses in Web Browser view is more stable than Mobile App, but still we have auto rejected emails. This should not be happening

Recommendations to others considering the product

If you are a SME Professional Services Consultancy or organisation, then Kimble can provide a good solution, at a reasonable price. It will provide the business real time data on revenues, margins, utilisation as Actuals and Forecast. For businesses using SFDC and products like Kimble, adoption by the business is key to it's success. So unless you have support from Senior Management Team throughout implementation and during production/live phase, it will be a bad outcome.

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

The biggest problems that have been solved is we have moved away from Spreadsheets to Kimble being the single source of truth for the business. We have real time information that provides utilisation, consultant availability info, consultants skills matrix, project dashboards that provide a snapshot of projected revenues, what has been billed, and WIP, and management dashboards and reports that show actual and forecast revenues and margins for each engagement.

I think the Kimble product is a good one. Kimble just need to fix the annoying bugs to make it an excellent PSA tool.

Kimble PSA review by Charlotte B.
Charlotte B.
Validated Reviewer
Verified Current User
Review Source

"Kimble made our business more efficient "

What do you like best?

How easy the system is to use! You can find information quickly.

What do you dislike?

Kimble is so powerful and can give amazing information, the trick is getting Sales staff to use is correctly, but this can be avoided by ensuring fields are mandatory.

Recommendations to others considering the product

Ensure you have a clear idea of what you want before deploying the system, we are constantly requesting changes- this is not a fault of Kimble and they have been more than helpful in assisting us.

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

We use the information to analysis how we run our business, we can use this key information to make business decisions and improve the profitability of our business. The information is quick to find and reports are easy to create and run!

Kimble PSA review by Consultant in Computer Software
Consultant in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Flexible platform that allows automation for your sales and delivery!"

What do you like best?

It's wonderful that it is available on a Salesforce platform which I'm already familiar with. It addresses many of the professional services automation software issues that I've seen from other vendors such as tracking risks. Another feature that I like is the out of the box reporting available from proposal of sales to the end of the delivery engagement. Lastly, I think tracking of the skills of each resources is a unique feature as it can be customized quite easily.

What do you dislike?

Though, I like the available reporting, I would have liked to see more customization that can be allowed.

Some of the permissioning of the roles could be improved to include further custom rules as well. These are not major issues and workarounds are usually available.

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

By using Kimble, we can show our customers how to define exactly what their resource utilization looks like and how to streamline invoicing.

Kimble PSA review by Richard M.
Richard M.
Validated Reviewer
Verified Current User
Review Source

"Kimble has enabled significant growth with control"

What do you like best?

Kimble integrates sales and delivery to allow planning as well as historical review of information.

What do you dislike?

There is a significant amount of effort and cultural change needed to get full benefit from the product.

Recommendations to others considering the product

We are extremely happy with the quality of the Kimble software and support.

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

Kimble has helped Kainos solve timesheets, expense reporting, project margin management, invoicing, WIP management, travel booking, holiday management, pipeline management, contract management, sale commission management, revenue forecasting and staff planning.

We have been able to grow from 220 staff to 1,350 staff with Kimble while maintaining control and growing margins.

Kimble PSA review by Bradley M.
Bradley M.
Validated Reviewer
Verified Current User
Review Source

"Sales and delivery forecasting working in harmony"

What do you like best?

A truly comprehensive sales and revenue management solution, providing a 360 view of the entire sales and engagement process from start to finish.

What do you dislike?

The reporting can often be too complex and quite often simple tasks require additional kimble support and customisation, easier access to bespoke reporting please.

Recommendations to others considering the product

Be open to change and identify key stakeholders/users in order to help drive successful adoption.

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

Improved forecasting from both a sales and delivery perspective

Ability to react early and better manage our utilisation for existing projects as well as those moving through the sales process.

Kimble PSA review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Great!"

What do you like best?

The Kimble solution is easy to use and provides me great support in meeting my role. It provides me with the assurance that all revenue is being captured and ultimately saves me time!

What do you dislike?

Nothing springs to mind that I can think of.

Recommendations to others considering the product

If you are an organisation looking to apply controls into your core operational process and clear visibility into the value chain from sales, project operations through to finance - Kimble is the one and only choice! If you are prepared for change and take time to define your processes, you will realise the efficiencies within your organisation.

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

The key challenge for the organisation was to deliver an integrated and frictionless process across the whole business. By delivering a single, integrated platform, Kimble has enabled support for everyone in our organisation, driving business efficiencies (ie. slashing the time to close month end) and importantly providing us with revenue assurance.

Kimble PSA review by User in Management Consulting
User in Management Consulting
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Being an end user is very straightforward"

What do you like best?

I find Kimble very straightforward and easy to use. The time & expense entry functionality is very straightforward, and usually predicts where I spend my time based on what the administrator has forecast. Submitting time is as easy as checking a box and clicking submit! It's also very easy to submit expenses directly using the Kimble mobile application. There are other features in Kimble which I find very useful: being able to log my experience as I gain it on projects, being able to log capabilities against my profile, and then being able to search for people in my company with a desired skill set is invaluable. As an organisation we use the Salesforce platform for much of our internal operation systems, Kimble integrates well and it's great having everything in one, familiar interface.

What do you dislike?

Nothing comes to mind immediately........

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

- Professional services automation

- Forecasting

- User profiles linked to skills and capabilities

Kimble PSA review by Executive Sponsor in Information Technology and Services
Executive Sponsor in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Enforces standardisation and good governance"

What do you like best?

As a consultancy business that is growing fast we had outgrown our spreadsheet systems for managing sales, project delivery, resources and billing. We had related information spread across many spreadsheets and no visibility of where our people were now and where they were needed in the future. Kimble brings all of this into a single system that the business leaders can view instantly. We can now manage our business properly and make operational decisions quickly and confidently.

What do you dislike?

As the operations expert with access to everything it can take a little while to get used to the navigation paths for the task you need to perform. This is only really an issue for the Operations people and it is easier for the vast majority of consultants and project managers.

Recommendations to others considering the product

If you are moving to a PSA for the first time then don't underestimate the effort needed to educate your PMs on the new processes and to manage their projects actively. Otherwise the data that the business leaders are looking at will be inaccurate.

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

The business problem for us was having no visibility of our resources, sales and delivery pipeline and profitability of our work. Since implementing Kimble we now run our sales pipeline meetings from Kimble and make adjustments in real-time during the meeting. Project managers and Resourcing Managers are now sharing the same up-to-date information on bookings so there is no more double booking of resources. We can now more accurately forecast our revenues which allows us to make more strategic decisions for growing our business.

Kimble PSA review by Jason T.
Jason T.
Validated Reviewer
Verified Current User
Review Source

"Don't know what we would do without it!"

What do you like best?

We manage our entire business end-to-end with Kimble. Support is very good. Our Customer Success Manager is always extra helpful. Reporting provides the business with everything they need to make the important decisions. Kimble are always interested in hearing how customers would like the product enhanced, and often incorporate these requests into the product.

What do you dislike?

Upgrading between major versions is a big job, but this is going to change with the next release, so things should be much easier going forward.

Recommendations to others considering the product

Much more efficient and capable than the way we used to do business.

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

Capturing time and expenses. for consultants. Managing the Sales Process. Invoicing customers. Resource Management. Reporting across the business.

Kimble PSA review by Steve S.
Steve S.
Validated Reviewer
Review Source

"Effective PSA Tool with strong interface capabilities"

What do you like best?

Integration to the Salesforce platform has allowed for more streamlined opportunity management and order to cash. End users favor the user interface and dashboard usability. Implementation team was terrific and partnered at every step of the project; they are truly invested in their customer's success.

What do you dislike?

Front end reporting can be complicated but Kimble has the expertise to assist as needed. At times the Salesforce platform prevents end users from configuring views on the dashboard as they would prefer.

Recommendations to others considering the product

Spend adequate time gathering requirements, system is very configurable and a list of requirements will help with decision making during the implementation phase. Begin framing up the training material as early as possible in order to cover all workflow / scenarios. Bring in cross functional users for Conference Room Pilots and UAT.

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

- Obtain a better understanding of delivery margins at both the engagement and product line level

- Ability to accurately report utilization rates

- Reduce churn and minimize errors related to a non interfaced application - ability to interface with CRM and ERP system.

- Provide more timely and professional customer facing project reporting (Conga)

Kimble PSA review by Charlotte H.
Charlotte H.
Validated Reviewer
Review Source

"Excellent and Supportive service that provides a great software solution for PS"

What do you like best?

We are in the infancy of utilising the key features but from what we have seen so far we are very happy that it will make a difference in the organisation. It has great integration with Salesforce so it isn’t obvious when you move from Salesforce into Kimble functionality. The capability that is available to streamline processes and support the consultancy teams is excellent. Kimble’s customer service and support has been very good as we make the transition.

What do you dislike?

At the moment there isn’t anything in particular that I don't like. I think sometimes when it takes you to the Kimble help when you are on a page it isn't as intuitive as I would like but this is a small issue as at least it does take you to the guide and tries to push you in the right direction.

Recommendations to others considering the product

I think they key is making sure that you have the building blocks in place and define the 'To Be' process and implement at the same time.

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

We are looking to reduce the number of spreadsheets and manual processes that we currently have so we are more efficient. Kimble will allow us to bring together multiple processes into one solution.

Kimble PSA review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"A robust framework for running our business"

What do you like best?

The main benefit of Kimble is the framework. We didn’t have robust business processes in place before adopting this solution. When we selected Kimble, we didn’t have to spend lots of time figuring out what these should be because they came with the product.

The support team is also very responsible and collaborative.

What do you dislike?

I would have liked to have had an opportunity to play with the software before the implementation so we were more familiar with the solution before the project began.

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

With Kimble, we have a disciplined process for allocating time to engagements and are alerted when we are close to our project baseline. As a result, we experienced an uptick in profitability in the first year after adoption and have dramatically reduced the number of projects running red.

We now have better overall visibility into the health of the business. We are able to identify clients which were paying low rates and can change those in line with the quality of service they are receiving or select less expensive resources. We can also see our skills gaps in the future and make more informed recruitment decisions.

Greater discipline around period close in Kimble has improved time recording and enabled us to bill clients more quickly.

Kimble PSA review by Joe H.
Joe H.
Validated Reviewer
Verified Current User
Review Source

"Review of Kimble"

What do you like best?

Kimble is a great, easy to use and efficient product. I like the forecasting, opportunity management and project management elements of the product.

What do you dislike?

i do not dislike much in the product for the use and purpose we use it for.

Recommendations to others considering the product

I would highly recommend anyone looking at this product.

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

We use the product for opportunity management, timesheet management, Project forecasting and project reporting. This allows us to see our estimated and then recognised revenue form our IT projects.

Kimble PSA review by siobhan p.
siobhan p.
Validated Reviewer
Verified Current User
Review Source

"Highly recommended System"

What do you like best?

Kimble provided my company with a controlled view of costs, revenue and billings each month. The system is very easy to navigate. As it sits on the salesforce platform we were able to map our business processes using Salesforce for our opportunity information, kimble for engagement and resource information. Kimble provided the control we needed of our delivery engagements, and key business metrics

What do you dislike?

Expense categories were rather timely to create and manage

Recommendations to others considering the product

it is very important to understand your business processes, ahead of implementing kimble as this will help with the implementation

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

Controlled view of business costs/revenue/pipeline/billings/utilisation.

This information enabled the business to make key decisions in a timely manner

Kimble PSA review by Maricela J.
Maricela J.
Validated Reviewer
Verified Current User
Review Source

"No more blinders"

What do you like best?

Kimble provides us will the visibility to all of the key performance indicators required to run all facets of our business. The Dashboards provide a comprehensive real-time view of your engagements. The information is actionable and helps us address situations that require immediate attention. It's a complete PSA tool native to Salesforce.

What do you dislike?

Change is always difficult but if you go in with an open mind and leverage the tool and all of its best practices, it will all be worth it.

Recommendations to others considering the product

Take advantage of the best practices, don't resist and try to make the tool conform to the way you did business in the past.

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

We lacked visibility to key information and we knew that our existing tools would not scale to support our growth. With Kimble, we now have the information to proactively manage our engagements, manage our resources, manage our financials, and as a result, provide a better customer experience. We have a tool that supports our business and our growth. No more blinders.

Kimble PSA review by Jared W.
Jared W.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"PS best practices incorporated in a PSA solution"

What do you like best?

Kimble is built specifically for the PS industry with best practices baked into the core functionality. This allows organizations to automate key operational functions and eliminate manual processes. With Kimble, the leadership team is given a real time view (via KPIs and dashboards) of where the business stands and what is expected in the future from both a resourcing and financial perspective.

What do you dislike?

The Salesforce reporting limitations can lead to customization challenges. However, the out of the box Kimble reports do provide key data points and can often be configured to meet requirements. This has lessened the impact to date.

Recommendations to others considering the product

As part of the implementation, be sure to evaluate current processes. Be careful not to lead with conforming the system to existing processes, but instead be open to change and improvement opportunities that are enabled by Kimble.

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

Provided greater visibility into revenue and resource forecasting

Uncovered activities occurring that had historically contributed to the gap between billable and productive utilization. Allowed the team to address these items which led to increased revenue

Increased awareness of project based profitability

Provided data to drive Resource Management as a function

Streamlined time entry for end users

Kimble PSA review by Dave S.
Dave S.
Validated Reviewer
Verified Current User
Review Source

"Implementing Kimble in a Small Services Shop"

What do you like best?

Implementing Kimble at RES has offered us a ton of automation. The ability to track invoice forecasting, time & expense entry, and other project management tasks has improved our productivity. The most recent update addressed several of the struggles that were felt at RES. The additions of the new dashboards gave us a whole new way to analyze our ongoing engagements.

What do you dislike?

We do not use the resource management as it is constructed today in Kimble. The effort that it takes to manage it just does not fit with what we are looking for at RES. We also do not get much out of the assignment demand and resource profile views. We also feel the pains of reporting due to limitations with Salesforce that are passed on to Kimble. Lastly, the inability to customization objects within Kimble causes headaches throughout the organization. Even attempting to add minor fields to objects seems to take on a massive effort or just isn't even possible as Kimble is constructed today.

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

With Kimble, RES is able to solve things such as time and expense tracking, invoice forecasting, and monthly reporting to Leadership. The automation of things has been great.

Kimble PSA review by Martin Y.
Martin Y.
Validated Reviewer
Verified Current User
Review Source

"Professionalised our business and provided the foundations for our growth"

What do you like best?

Kimble has enabled us to decentralise the management of sales opportunities and the financial management of engagements to drive the responsibility to each of our consultants who are closer and have better information. This has significantly reduced the overhead of senior resources performing administrative tasks and has massively improved our ability to forecast accurately. Time and expense management is a breeze as is invoicing with full backing information. Information is always up-to-date giving and we can now focus more on driving value to clients and running the business as opposed to back office administration.

What do you dislike?

Nothing enough to be vocal about. The product is flexible and extensible.

Recommendations to others considering the product

Look at both the software and platform. Salesforce is a great could-based, flexible platform, reducing the headache of managing kit whilst providing a breadth of capability to expand. The core software does pretty much everything a professional firm needs from opportunity to invoice and does it well. We couldn't find another platform anywhere near to Kimble for the price-point, ease of implementation and richness of functionality.

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

We now have accurate, up-to-date, real time forecasts which we can slice and dice to meet our needs. All of our KPIs are fully automated and "dashboarded", real-time. Significant reduction in management overhead for resourcing, forecasting and engagement management. Time to invoice is significantly reduced with improved client reporting (no more messy spreadsheets). We've reduced our back-office support whilst increasing our professionalism and back-office services.

Kimble PSA review by Jenna S.
Jenna S.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Best-practice focused end-to-end business process automation"

What do you like best?

A key differentiator of Kimble is that it is created by and for professional services users - it is a best of breed, comprehensive, end-to-end solution that helps drive visibility and planning to delivery of professional services through all phases of the delivery lifecycle - proposal management, resource management, project execution, time management, and invoicing. The integrated processes in Kimble allow customers to retire disparate systems that drive inefficiencies and inaccuracies, and move to a scalable system that is governed by industry best-practices. Kimble is intuitive and easy to customize within the bounds of the best-practice framework, and is built on the force.com platform, which allows leveraging the information in the sales cloud as well as the workflows, reporting, chatter, etc. built into the infrastructure.

What do you dislike?

The benefits are also the challenges. New users are often challenged to evaluate processes as to whether they should be done that way going forward, and to discontinue manual effort and changes; while the managed Kimble package is very configurable, it is not truly customizable from organization to organization. Often customers expect that, being built on the force.com platform, Kimble will be as completely configurable as Salesforce.

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

Our clients have experienced a number of benefits using the Kimble solution: improved visibility and profitability, improved quality and maximized utilization through proactive resource planning, and scalable, efficient processes and reporting are the most common.

Kimble PSA review by Wade L.
Wade L.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Technology Practice Leader"

What do you like best?

Kimble is process centric software that enables leading practices. It's intuitive and easy to use. It's point and click configuration (not customization) which allows customers to get up and running and achieve value sooner. Being on the force platform and connected to a CRM system allows for full transparency into potential projects and enables more effective resource planning and higher utilization. It also provides Project Managers clear visibility into project specific metrics so they can proactively manage their projects, budgets and PO Cover.

What do you dislike?

True customizations are harder. The project/engagement taxonomy is fairly complex which makes data migration challenging, although Kimble is making some progress here. The Salesforce reporting platform, which Kimble leverages, can be limiting.

Recommendations to others considering the product

Kimble truly enables leading practices. More than often, this requires process change. Do not underestimate the level of change management required. Adopt a horizon approach by aiming to get mission critical features up and running first and then focus on enahancements and optimization in future phases.

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

As a Kimble implementation partner, we've seen clients realize an number of benefits to include higher utilization, process harmonization, lower costs to operate. The ability to proactively manage resource planning and project budgets are some of the most common benefits.

Kimble PSA review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"A fantastic tool for project accounting"

What do you like best?

I really like the look and feel of the product. The dashboards and reports are designed extremely well and enable me to see how the business is performing very easily. We are also able to organize our projects really effectively and can track actuals against our baseline.

What do you dislike?

The tool is very sophisticated and sometimes we have found it difficult to go back and edit some fields e.g. when we want to change currencies on a project in hindsight. However, the Support Team has been fantastic in helping us in this area.

Recommendations to others considering the product

I would definitely recommend Kimble to anyone looking for a PSA. Kimble will help you improve project profitability and manage your budgets on projects. The ongoing support has also been brilliant.

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

We needed to have a full view of the business and manage budgets on projects in real time. Kimble has helped us achieve both of these.

Kimble PSA review by Internal Consultant
Internal Consultant
Validated Reviewer
Review Source

"Satisfied user of Kimble"

What do you like best?

We needed to forecast more accurately and more consistently to ensure we maximise our resources. The The use of Kimble has made it simple and effective for us to move forward from having to use different spreadsheets as a source of information about our business .We now have the ability to produce a single and flexible view of our business, and enable accurate and timely invoicing. The net is that we are much more aware of, and in control of our revenues.

What do you dislike?

Whilst it does provides the required information, the help documentation for new and inexperienced users could be improved.- the good news is that Kimble Coach will assist with this.

Recommendations to others considering the product

Make sure you do a deep dive during the demos, because you will get a very good view of the ease and simplicity of configuring Kimble to meet your specific requirements, in contrast to competitive Applications.

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

We have seen a big improvement in the quality and accuracy of invoicing, leading to better cash collection control. Also, we have been enabled to improve our utilization rates, and therefore plan our business more effectively to improve sales and optimise utilisation

Kimble PSA review by Executive Sponsor in Information Technology and Services
Executive Sponsor in Information Technology and Services
Validated Reviewer
Review Source

"kimble is extremely intuitive "

What do you like best?

kimble provides great insight too your dat. Kimble pulls together all of the dynamics of running a professional services business into a single application. As an organisation starts to grow you really see the value of kimble and the experience that has gone into creating it.

What do you dislike?

That we did not get access to this product sooner really making a difference

Recommendations to others considering the product

If you are a professional services business then this product is a huge leap as it is the only product we found that looked like it had been delevrloped with the professional services business as the target audience - it is very intuitive and fllows very nicely through the engagement staged from dovetailing the management of the sales process through to the management of the engagement its self

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

We're were able to track professional services engagements fiull lifecycle from prospective client through to delivered project. We were able to manage engagement budgets all the way through the engagement from collecting time sheets and expenses from our consultants through to delivering project profitability data .

Kimble PSA review by Executive Sponsor in Professional Training & Coaching
Executive Sponsor in Professional Training & Coaching
Validated Reviewer
Review Source

"Fearure rich integrated application set supported by experience rich company"

What do you like best?

For us it was important to get the buy-in of all staff so that we could maximise its business benefit. This was achieved through the (relatively) painless implementation and that it is easy to navigate and use. The fact that we did not have to replace all of our applications also helped so that the change curve was minimised. The ease of usabilty and reporting capability also means that we can manage our business much more effectively and focus on the areas that have the biggest business impact.

What do you dislike?

The lead-in to the implementation was a bit daunting particularly where we were looking to change processes. However we were encouraged by Kimble to take a process driven approach so as to realise the maximum benefit and we're glad that we did even though this did mean a bit more upfront thought and planning.With hindsight we're pleased we went through this process.

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

The main ones are resource utilisation and planning, management time focused where it needs to due to accurate/integrated reporting, more accurate forecasting and quicker month-end closing

Kimble PSA review by Aamir K.
Aamir K.
Validated Reviewer
Verified Current User
Review Source

"Business improvement assured when you use Kimble"

What do you like best?

Real-time diagnostics and benchmarking, really helpful in finding and resolving issues. It automated a bunch of processes and derived discipline and our organization. And apart from everything it has a great user experience and it looks great.

What do you dislike?

I do not really dislike but it takes too much time to align processes to kimble and that sums up to "yeah, I liked it very much"

Recommendations to others considering the product

Kimble is an extraordinary solution on the off chance that you need a coordinated framework, particularly when you are as of now a Salesforce client. In the event that you are searching for a period or cost following apparatus Kimble is not the right decision.

This has been of tremendous advantage to us and has significantly helped us to concentrate on enhancing and solidifying our working practices.

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

Chargeable work levels have expanded 3-4 for each percent as an after effect of the conduct change empowered by Kimble, with advisors more enabled to search for chargeable work.

The rates charged for work have expanded as Kimble gives more straightforwardness about the work and the worth it can give to customers.

Improved straightforwardness in administration reporting.

Invoicing has enhanced with 90 for each penny of solicitations going out in three days, where it already took 10-12 days. Subsequently, solicitations are being paid all the more rapidly and income has moved forward.

Forecasting and following of potential new business has moved forward

Kimble PSA review by Mark W.
Mark W.
Validated Reviewer
Review Source

"Superb solution and ties into Salesforce!"

What do you like best?

Note. Opinions are personal and not intended to represent pwc as a firm.

It’s really easy to use and enabled us to fully connect our key business drivers of Recruiting - Sales and Resourcing. Brilliant services from the team that helped us implement it. If we had any issues they were very keen to help us resolve them. I had tried another popular salesforce partner for PSA but that did not work out. Kimble however worked a treat!!

.

What do you dislike?

Nothing really. It worked so well for us.

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

Wanted to link key business functions together within a salesforce driven environment. We were able to improve resource utilisation and drive better client responsiveness.

Kimble PSA review by Administrator
Administrator
Validated Reviewer
Review Source

"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 Elaine L.
Elaine L.
Validated Reviewer
Verified Current User
Review Source

"Kimble PSA Review "

What do you like best?

I like that Kimble PSA is developed on the Salesforce platform. It's familiar but not. It's robust in specific ways. It's a small yet nimble platform.

What do you dislike?

I dislike the number of clicks to perform an action. The UI is at time cumbersome such as the time entry screen. As well as the opportunity and forecasting screens.

Recommendations to others considering the product

1) Be prepared to solve the problem of HR Managers instead of Project Manager approving timesheets.

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

There are several business problems we are solving with Kimble PSA.

1) Time entry data is now reconciled with SOW dates automatically

2) Forecasting is now available as we did not have a tool for this that used real data

3) SOW management

4) Linking delivery engagements to opportunities and clients

5) Tracking staff for unique engagements

6) Any and all reporting

We were not using a PSA tool prior.

Kimble PSA review by Administrator in Computer Software
Administrator in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Kimble transformed our business to be pro-active "

What do you like best?

Dashboards and reports update in real time.

The user experience for consultants are very positive.

This is a great project management tool as the project leads have access to data in the planning and development phase of an opportunity,

Kimble replaces various manually updated excel spreadsheets we used to manage our business in the past.

What do you dislike?

Training new employees on Kimble. the ramp up cycle is very steep and labour intensive.

On boarding and off boarding of users on Kimble is a laborious task.

Recommendations to others considering the product

Make sure to use a strng delivery partner to avoid painpoint in the implimentation phase.

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

Our business is now pro-active as we have data on all success indicators in real time. Also Kimble has transformed the efficiency with which we run monthly billing.

The tool enabled us to implement a global standard of operating over 4 regions -UK, NA, SA and APAC.

Kimble PSA review by Mike H.
Mike H.
Validated Reviewer
Verified Current User
Review Source

"Solid PSA for Consulting Firms"

What do you like best?

Salesforce platform that will have longevity and support for growth combined with a well structured integration of resource and delivery management .

What do you dislike?

Complexity of the reporting capabilities, specifically the ability to tailor reports to our engagement and resource reporting needs.

Recommendations to others considering the product

Kimble is a solid PSA with many features that you will need to understand how they can provide value before developing your implementation approach. Some of the decisions we made in our initial implementation did not allow us to fully use the capabilities until we changed some of our original implementation settings.

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

Full integration from lead generation, relationship management through delivery management and billing.

Kimble PSA review by Dick N.
Dick N.
Validated Reviewer
Verified Current User
Review Source

"Feature Rich PSA solution on Salesforce platform to manage your Consultancy Business"

What do you like best?

Functionality is complete and flexible. It meets a lot of our business needs. Good Timesheet and Expense functionality. Good solution to manage Consultancy business and Invoicing process.

What do you dislike?

Takes significant amount of time to learn and know all the ins and outs. We do not use the Billable Utilization & Project forecast functionality in Kimble. It takes a lot of effort to manage and maintain this.

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

We use Kimble for time tracking, expenses, delivery engagement management, project budgets, recurring revenue, invoicing and payments. Reporting on billability, profitability, invoicing, payments,

Kimble PSA review by Robin B.
Robin B.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Supporting PSA processes, not defining them"

What do you like best?

Kimble is strikes a great balance between being as flexible as you need your PSA processes to me, accepting there is a lot of variances in how engagements are structured and sales, while still ensuring best practice configuration.

Kimble completely joins up your PSA processes so there's a lot of efficiency gains to be made.

What do you dislike?

Like most systems, config takes some time. However, it's well worth while. Having most of the config held in master data and business rules reduces human error margins dramatically.

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

- Sales forecasting

- Resource alignment and allocation

- Pipeline management

- Identifying engagement margins

- Consolidating client account, contact, lead information

Kimble PSA review by Jorge L J.
Jorge L J.
Validated Reviewer
Verified Current User
Review Source

"A Business Solution working for us"

What do you like best?

Kimble allows Kainos to function effectively and efficiently, The needs of our business rest assure within Kimble PSA as it is the impulse that helps us to manage our staff, their utilisation, our projects, our revenue/cost; also helping considerably our Travel function since the introduction of the new Travel module.

What do you dislike?

Reporting has been getting easier as staff spend more time developing them, however we feel it could be improved. In general Kimble usability would be improved by making it more intuitive especially for new Kimble users.

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

Staff allocation/utilisation, project optimisation, revenue and cost management.

Kimble PSA review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Great PSA Tool"

What do you like best?

The fact that it integrates with Salesforce. As Salesforce partners we can recommend this PSA tool to our clients

What do you dislike?

The Data model is a bit tricky to comprehend

Recommendations to others considering the product

Kimble PSA allows you to automate many of your processes

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

We use it for our entire process right from sales discovery to the engagement delivery and time and expense tracking as well. It helps us to track the Consultants on a Sales Discovery Call, Resources on Engagements. As a Kimble user it gives me visibility to the engagements I own. I can see at a glance the current status, risks and issues and the hours burned on a particular engagement. I can send out the burn report to a customer with just a click

Kimble PSA review by Thomas M.
Thomas M.
Validated Reviewer
Verified Current User
Review Source

"Advanced our processes and maturity with resulting in better planning, visibility and efficiencies "

What do you like best?

At Modacto. The application is structured around best practice. It is extremely functional as a PSA, and it incorporates many additional features unlike the competing PSAs.

What do you dislike?

At Modacto. In previous versions the User Interface, yet in the current version it is a lot better and has a lot more great features and capabilities.

Recommendations to others considering the product

Ensure that you have your business processes defined and then share that with Kimble to implement around the business processes. The application has many capabilities and many features, take the time to understand it and then it will be easy to admin and setup, my minus a point is for that reason that you do need to spend time to understand best practice, ensure you overlay your business processes over Kimble and then admin and setup are easy. Most companies are maturing the business processes and doing this while setting up Kimble takes a little more time.

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

At Modacto. Resource management was a big issue, along with project governance and visibility. After implementing Kimble all of these were resolved and we were also able to have better visibility of the resources schedules, skills and experience. Overall with projects we were able to see activity for all of the resources across all projects. This helped us better utilize and apply our resources to best fit scenarios.

Kimble PSA review by David G.
David G.
Validated Reviewer
Verified Current User
Review Source

"The perfect 360 degree view of our business"

What do you like best?

The ability to manage our entire operation from within the platform with seamless ability to sell, resource & invoice our customers while maintaining a 360 degree view of our business!!

What do you dislike?

The tool is very powerful and as a result has a lot of configuration and maintenance that is required to get the best out of it, which means a fair amount of administration, but this is more than compensated for the value it brings to the business.

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

The ability to manage our projects, have consultants book time and then invoice our clients on time and for everything required.

Kimble PSA review by Antje S.
Antje S.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Great to use as a consultant capturing time and expenses"

What do you like best?

I have been using Kimble as a consultant and engagement lead for over three years. Love the easy to complete timesheets and expense claims, including digital receipts, either online or on my Android phone on the train back from a client meeting.

I'm also using Kimble to provide weekly traffic light reports on my engagements, enhanced by chatter messages. Brilliant to have all the information I need in one place and to be able to search for it.

What do you dislike?

Syncing the smartphone app - it's a bit temperamental.

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

No more panic around losing paper receipts.

Kimble PSA review by User
User
Validated Reviewer
Verified Current User
Review Source

"Kimble and Salesforce Lightning provides a great UX"

What do you like best?

As a creative person then the aesthetic side of things is important to me. With the new Lightning experience in Salesforce turned on Kimble has managed to design it's UX to dovetail really easily. I know Kimble had been saying that their UX was already in advance of Lightning but with Kimble now being Lightning certified I can see what they mean. A lot of other vendors seemed to have focused just on the technical enablement whereas Kimble seem to have spent time thinking about how their UX integrates from a visual and usability perspective with Lightning. Obviously the ability to see the real time performance of projects and retainer work is a massive bonus. As a creative organisation then completing timecards is not always something we enjoy doing! But with Kimble their predictive timecards and mobile application really makes it relatively easy.

What do you dislike?

With an application like Kimble which effectively runs the financial side of your organisation it is important that access to data is controlled. I've seen a couple of Salesforce admin types complain that they can't hack around with the data like they are used to in Salesforce - for me that is actually a good thing. It's something Salesforce actually need to address as it is important that admins don't go around deleting records and bypassing workflows and security rules. The fact that Kimble enforces governance is a good thing.

Recommendations to others considering the product

If you are looking for a PSA solution which has really thought through how it works with Salesforce Lightning then Kimble is best in class. Kimble has the ability to enforce a best practice framework and drive behaviours but it is important then to determine what the processes you want to implement first. I'd also suggest looking at what functionality you want in day 1 and not complicate things. Kimble has a huge amount of functionality out of the box - so good news is you don't need to pay for bespoke code development - but therefore important that you decide what you need switched on for day 1 - you can always turn on more later.

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

I'm a journalist working in a creative media company using Kimble. We generally do retainer type services and so it is important to understand our profitability as over servicing is a problem in our industry. Kimble provides us a real time view of the profitability of our client engagements. As the industry moves away from retainer contracts to more project based businesses Kimble provides the flexibility of real time information about these type of assignments as well out of the box.

Kimble PSA review by Phil G.
Phil G.
Validated Reviewer
Review Source

"Accelerated business growth through better understanding"

What do you like best?

Kimble affords a far better understanding of forward resource demand and allows multiple business units to better articulate utilisation and margin - driving a more profitable business. It integrates simply into the overall application suite. Being based on Salesforce means that it can be configured with ease and has a low barrier to activation.

What do you dislike?

Taking value of any system of this nature requires the implementation of strong internal processes and rules to encourage users to submit their time and expenses. The mobile app helps overcome this challenge.

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

Billing, Contractor Time Reports, Resource Management, Revenue Recognition, Sales Pipeline, Utilisation

Kimble PSA review by Sam L.
Sam L.
Validated Reviewer
Verified Current User
Review Source

"Great reporting capability "

What do you like best?

- ability to provide real-time MI via reports/ charts suitable for immediate Senior Management consumption

What do you dislike?

- limitations with charts/ graphs re. # of data values/ fields possible

Recommendations to others considering the product

- adopt to save a lot of time/ effort by eliminating manual effort across your organisation

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

- huge time and effort savings from real-time reporting capability. We can now review data within Kimble and utilise it for Snr Mgmt meetings, rather than spending manual effort in producing all the info

Kimble PSA review by Carl D.
Carl D.
Validated Reviewer
Review Source

"The best PSA on the market today"

What do you like best?

Based on clear understanding of the needs of a professional services business, the solution delivers exactly what is needed across all the major functions from sales to resources.

What do you dislike?

Nothing comes to mind on a dislike level, the solution obviously needs to be tweaked to align perfectly to the business needs but that level of customisation is minimal,

Recommendations to others considering the product

Understand the current and future needs of your business and be transparent to your Kimble team, they are very experiences.

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

Bringing together a single trusted source for all CRM to account management to resource management. Multiple standalone systems create data errors and loss, which in turn allows decisions to be based on incomplete or simply wrong data. Kimble ensures a very high level of data integrity which in turn help drive better decision making.

Kimble PSA review by Consultant in Management Consulting
Consultant in Management Consulting
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Powerful Tool for PSA ."

What do you like best?

Improved the end user User experience (reduced data entry) & access via mobile

Enabled Co to save on System costs (license & maintenance), by changing from 3 systems to 1.

Improved Management information (dashboards, reports)

Improve Productivity (reduce time spent on admin by end users/mgt)

Enable consistent global process for PS billing

Provided a scalable solution with a workflow engine which greatly helped to improve the user experience

What do you dislike?

The planning/scheduling tool doesnt suit all co's who like to plan resource time down to 15 min sections, it makes it highly administrative.

Recommendations to others considering the product

If your co is quick to change then this tool is for you, its quick to change compared to older more established systems, since you will need to wait for coding with them, where as this can be changed by a Admin with guidance, so it shortens the time to change.

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

To deliver a single view of customers across the entire organisation from one system (Salesforce base) in real time, ensuring we had a solid platform & future proof solution.

Our ProServ organisation suffers from inefficiencies, systems impose job complexity, PS Roles requires them to use Multiple Systems & repeated data entry, one each for

Time recording & Project Management,

Revenue recognition & forecasting -

Scheduling

Plus mounting pressure for greater Management Information to improve billable utilization.

Kimble PSA review by Tammy H.
Tammy H.
Validated Reviewer
Review Source

"Helping us grow as a business"

What do you like best?

The management of projects and being able to tracks everyone's time. You have all the information you need with a click of the mouse, assignment information, financial information, tracking, forecast right through to billing.

Resource allocation has become easier and the ability to see any gaps and potential revenue opportunities.

What do you dislike?

In some respects I don't like that it is on a Salesforce platform, there are some restrictions that are out of Kimble's hands. However with their help we have worked around these.

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

Being able to track each piece of work from start to finish we have reduced revenue leakage, and with the up to date resource information we can fill gaps more effectively.

Kimble PSA review by G2 Crowd User in Computer Software
G2 Crowd User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"As a Salesforce admin, you will hate this app"

What do you like best?

Very little - this thing is a hot mess. Might have some good functionality, but whatever that may be, it's not worth it.

I've been administering Salesforce for over 10 years and have installed dozens of apps from the AppExchange. I've never seen one that is this obnoxious. Not even close.

What do you dislike?

Their managed package contains dozens of triggers that will cause you constant grief whenever you're trying to do anything else in Salesforce. For example, we can't create an Opportunity without filling in a huge number of additional fields now, and many of them are not intuitive at all.

Another example: try to grant permissions to a profile for one Kimble custom object, get an error about another object that's required. Try to add permission to that, get error about another object. It makes you want to pull your hair out.

Their support is also extremely bad: they respond instantly when we purchase additional licenses, but actual technical questions take 5+ days for responses, and then those responses aren't actually helpful.

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

I've been administering Salesforce for over 10 years and have installed dozens of apps from the AppExchange. I've never seen one that is this obnoxious. Not even close.