Kimble PSA ist eine cloudbasierte PSA-Lösung (Professional Services Automation), mit der professionelle Dienstleistungsunternehmen ihre projektbasierten Geschäfte führen können. Die Software lässt sich in CRM-Anwendungen (Customer Relationship Management) integrieren, um die Effizienz zu maximieren und die Teams auf die wesentlichen Prozesse auszurichten.
Mit Foresight Analytics von Kimble PSA erhalten Nutzer*innen Echtzeit-Prognosen zu Ressourcenbedarf, Cashflow, Umsatz und Gewinnspannen. Prioritäre Maßnahmen, wie z. B. Ressourcenzuweisungen, die eine Erfüllung oder eine unzureichende Bestellabdeckung erfordern, werden von Intelligent Insights gekennzeichnet. Nutzer*innen können Trends und Muster über mehrere Leistungsindikatoren hinweg im Detail analysieren. Die automatische Neuberechnung von Erlös- und Kostenprognosen bei Änderung des Projektzeitplans gewährleistet eine jederzeit aktuelle Berichterstattung.
Mit dem Proposal Modeler von Kimble können Nutzer*innen umfassende Projektpläne erstellen, die unter anderem den Ressourcenaufwand, die Ausgaben und die Marge berücksichtigen. Mit dem Project Planer können detaillierte Aufgabenpläne mit vordefinierten Vorlagenplänen und Teamprofilen erstellt werden. Der Ressourcenplaner berücksichtigt die Pipelinekapazität, um sowohl eingehende als auch bestehende Geschäftsanforderungen abzudecken. Kimble PSA enthält auch eine Abrechnungsfunktion, mit der sichergestellt wird, dass alle Leistungen in Rechnung gestellt werden. Außerdem können mehrere Rechnungsformate für verschiedene Kund*innen, Projekttypen und lokale Steuerregelungen konfiguriert werden.
Vorteile
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.
Nachteile
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.
Kimble has been fundamental to our growth. As we've scaled, it's helped us with tasks that were simple when we were only a few people:
- Understanding our sales pipeline
- Knowing resource availability
- Tracking project financials
- Month end and billing
- Recording client information and conversations
Vorteile
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.
Nachteile
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.
We manage our entire consulting business in Kimble and could not easily run our business without it.
Vorteile
Kimble integrates really well with Sales Cloud giving us end to end visibility of our Sales Forecast, Revenue Forecast, Team utilisation, Project Billing, Invoicing, Project and Business Unit Margin in Real Time. We can look forward and see issues before they occur when we can still take action. The solution supports all our Pre Sales, Sales and Delivery operations as well as being tightly integrated to our salesforce platform.
Nachteile
Kimble has a lot of functionality and as a result it can be hard to find what you are looking for if you are not in the tool every day. It has a complex data model to support all this functionality which can make writing new reports trickier than on vanilla salesforce however Kimble supply a vast array of reports out of the box which address everything we need without building additional reports.
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.
Vorteile
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.
Nachteile
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.
It would be great if some fields were auto-populated. For example, as a recruiter, I need to manually type in my name, my Business Manager's name, and location every time I create a new resource record. It should automatically fill these fields out for me with the ability for me to override when needed.
Vorteile
Kimble does what our Management Consulting firm needs it to do. It tracks opportunities and resources, and has reporting functions.
Nachteile
This software tool could be much easier for users, it requires tons of manual data entry which is very administrative in nature.
Weiter unter folgen häufig gestellte Fragen über Kimble PSA.
Kimble PSA bietet folgende Kostenpläne an:
Preismodell: Abonnement
Kostenlose Testversion: Nicht verfügbar
Wir haben keine Informationen über die Funktionen von Kimble PSA
Kimble PSA hat die folgenden typischen Kunden:
Großunternehmen, Mittlere Unternehmen, Kleine Unternehmen
Kimble PSA unterstützt die folgenden Sprachen:
Englisch, Deutsch
Kimble PSA hat folgende Preismodelle:
Abonnement
Kimble PSA unterstützt die folgenden Geräte:
Android, iPhone, iPad
Kimble PSA kann in folgende Anwendungen integriert werden:
MYOB Advanced, MYOB Essentials, QuickBooks, QuickBooks Online, SAP Concur, Sage Intacct, Sage | Accounting, Salesforce Sales Cloud, Xero
Kimble PSA bietet folgende Optionen für Kundensupport:
Online-Support, Telefon-Support
Implementing Kimble helped us with Resource Planning, Revenue Visibility and Forecasting, Increased Utilization, Time Capture. As a small services company, it forced us to really step up our game. But that's what's needed to grow...and not lose sleep due to guessing at resource availability, and also revenue/cost/margin projections.