Kimble

Implementing Kimble has provided us with many out of the box best practices. Time tracking is easy enough to us for consultants but the integrated system provides us with the operational flexibility to engage in so many different way as more importantly understand the financials behind

We initially were attracted to Kimble because of its integration with SFDC overtime we have found the salesforce experience to be sluggish and bloated.

The instant visibility of how your company is doing - everything from proposals to invoicing, it shows revenue flow, resource availability, and project status. There is always more to implement, and we have the ability to implement what features we want, when we want it. By doing so, it also requires us to evaluate our business practices and align with best practices based on the way Kimble functions. Our Customer Success Managers have been amazing, responsive, and the team is always willing to help us implement additional functionality.

The administrator training and resources are lacking, where we need to depend upon ZenDesk and our Customer Success Manager to provide support. Most of the technical resources are based on how the technology functions, but it's difficult to find details on some of the options on the administrative side, and best practices on how customers use different features (such as usage of the Other Activities fields, and such). I think what is missing is the practical usage and governance suggestions around how to setup and use features, particularly as you are implementing them.

Kimble is a fully featured product that is growing in functionality with each release, with much of that led by the user base. Being based on the Salesforce platform, the integration facilities are excellent and the ability to customise the application are also very good. The support team are also very good.

While the application is fully supported within Lightning, most screens are not fully Lightning-enabled as yet and it is not yet possible to customise them fully.

Attempting to manage a business efficiently where your people are very different and the your clients (or at least their requirements) are even more varied is a challenge.

Kimble has helped us to bring order to our practice management by imposing consistent process but also adapting to variety of delivery models, client requirements and resource capabilities/capacity/contracting models.

Another benefit from Kimble is the user base/networking. Advise you to subscribe to any opportunity to find out how other people use Kimble at webinars or at the in-person events (eventually!) I always pick up good ideas and contacts from others in a similar business (with whom I have at least one thing - Kimble - in common!)

Whether you are a large or small professional service organisation, this software will be driving or confounding your business strategy. It needs to be implemented just as you would advise your own clients: prioritise you requirements to align with your strategy; set out a budget and plan; and make sure that implementation is carried out with your best people who exemplify your business.

That will be expensive.

You need to spend time planning, configuring and testing the functions that support your competitive advantages and just let Kimble's standard config take care of the rest.

So expect the implementation to be a challenge.

This will apply to to any PSA, but the functionality in Kimble is particularly rich and compelling. So the discipline to keep focus is more.