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Customer testimonial FinancialForce -HumanConcepts

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"Peter Robson, Professional Service Manager of HumanConcepts discusses about why they chose FinancialForce Accounting: The ability to view all the data from FinancialForce Professional Services, Salesforce CRM and HumanConcepts accounting system quickly and easily is invaluable."

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HumanConcepts Goes Global with FinancialForce PSA Success Story Customer Profile Company: HumanConcepts is a leading provider of solutions for understanding the current workforce and facilitating organizational change of all types, including HumanConcepts growth, rightsizing, and reorganization. The company is headquartered in Application: Sausalito, California, with clients located around the world. FinancialForce PSA HumanConcepts is a rapidly growing company with clients and projects based in the US, Germany, and the UK with plans to expand further. To manage and grow its URL: www.humanconcepts.com business, the company wanted to capture accurate and current information on all aspects of its professional services business within each geographical area. They Company Size: also needed to continue to deliver consistent, high quality service to its customers 140 employees during the expansion and beyond. Industry: Integration is key Software Multiple, disparate business systems with different technology processes and platforms were beginning to create obstacles to expansion. HumanConcepts Results: realized that it needed to replace its existing professional services solution, which - The HumanConcepts team had become too cumbersome to work with and could not integrate seamlessly with can now focus more on Salesforce CRM and its legacy financials system. If the three systems were integrated, client work than internal processes. information on projects would be easily accessible and always current. - Consultants are able to We needed a system that was integrated with Salesforce CRM and accounting, so login simultaneously to the that we could get a clear view into project status, said Peter Robson, Professional system to upload and keep Services Manager at HumanConcepts. Visibility into the data within CRM, financials, track of their time and proj- and professional services was critical to providing executives with a clear and up-to- ect notes, saving valuable the-minute status of projects and support informed business decisions. time and getting invoices out more quickly. Improved project planning through 360O visibility - With real time visibility, projects are now closed The sales teams inability to access the current status of implementations at customer an average of 30% faster, sites was another challenge. The sales team needed the information to help move which has helped the implementations along or address any client concerns before they impacted the company more effectively project goals. Additionally, time tracking, billing and accounting were very manual. allocate resources and Prior to FinancialForce, a project manager was responsible for entering the time cards grow globally. for all of the professional service consultants. Uploading time would happen only once a month. Valuable information on project workloads and resources was not in sync, so project leaders did not have a complete, real time view of engagements. It takes us half the time to obtain current and To enable its growth strategy, HumanConcepts chose FinancialForce Professional Services Automation to replace its existing system because it was on the Force.com forecasting data from platform and could seamlessly integrate with their existing accounting system and FinancialForce PSA versus Salesforce CRM. our previous system. www.FinancialForce.com
Success Story Benefits are quickly realised The ability to view all the The company quickly started to see benefits of a single integrated environment. Not data from FinancialForce only is the new system easy to use, but it has rapidly enabled new efficiencies that Professional Services, help the HumanConcepts team focus more on client work than internal processes. Salesforce CRM and our Professional Services Consultants are able to login simultaneously to the system accounting system quickly to upload and keep track of their time and project notes, saving valuable time. Timecards were entered by each consultant and done daily versus monthly in the and easily is invaluable. previous system. The new level of integration means the process flow for approvals is much more efficient now. For example, timecard approvals are much easier, which With FinancialForce PSA means the finance team can get invoices out more quickly. and Salesforce CRM we The integrated system also helps keep HumanConcepts leadership on top of their can now see how many business. Executives can view the current state of projects in real-time and that has licenses have been sold helped with visibility into the business. Sales executives can now jump in and assist and how much additional if ever a customer question arises. Up-to-the-minute information presented in a drill Professional Services down manner on the dashboards allows executives to view high level details or drill down by region, by month, by customer, or by prospects in the pipeline. work is coming down the Having utilization numbers by pipeline helps us make informed decisions for the pipeline. good of the business. We now close projects an average of 30% faster, which has helped the company allocate resources properly and grow globally, added Robson. Having both back and front office systems running in a single cloud environment Consultants previously would only login at the end on the Force.com platform has simplified internal support and provides Human Concepts executives the visibility into existing projects necessary to make smarter of the month to enter in business decisions. As the company grows, it plans to implement the utilization their time. Accuracy of the schedule functionality in FinancialForce Professional Services to get an even closer information is lost when view of each consultants workload. you delay entering data. Now we are logging time on a weekly or even daily basis. With the dashboards, we have visibility into the utilization numbers by pipeline and by region, which is really helpful for planning our global strategy. Copyright 息 FinancialForce.com, inc. All rights reserved. The information contained in this document is intended for general information only, as it is summary in nature and subject to change. FinancialForce and FinancialForce.com are trademarks of FinancialForce.com, inc. Any third-party brand names and/or trademarks referenced are either registered or unregistered trademarks of their respective owners. FFCS0111 www.FinancialForce.com

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Customer testimonial FinancialForce -HumanConcepts

  • 1. HumanConcepts Goes Global with FinancialForce PSA Success Story Customer Profile Company: HumanConcepts is a leading provider of solutions for understanding the current workforce and facilitating organizational change of all types, including HumanConcepts growth, rightsizing, and reorganization. The company is headquartered in Application: Sausalito, California, with clients located around the world. FinancialForce PSA HumanConcepts is a rapidly growing company with clients and projects based in the US, Germany, and the UK with plans to expand further. To manage and grow its URL: www.humanconcepts.com business, the company wanted to capture accurate and current information on all aspects of its professional services business within each geographical area. They Company Size: also needed to continue to deliver consistent, high quality service to its customers 140 employees during the expansion and beyond. Industry: Integration is key Software Multiple, disparate business systems with different technology processes and platforms were beginning to create obstacles to expansion. HumanConcepts Results: realized that it needed to replace its existing professional services solution, which - The HumanConcepts team had become too cumbersome to work with and could not integrate seamlessly with can now focus more on Salesforce CRM and its legacy financials system. If the three systems were integrated, client work than internal processes. information on projects would be easily accessible and always current. - Consultants are able to We needed a system that was integrated with Salesforce CRM and accounting, so login simultaneously to the that we could get a clear view into project status, said Peter Robson, Professional system to upload and keep Services Manager at HumanConcepts. Visibility into the data within CRM, financials, track of their time and proj- and professional services was critical to providing executives with a clear and up-to- ect notes, saving valuable the-minute status of projects and support informed business decisions. time and getting invoices out more quickly. Improved project planning through 360O visibility - With real time visibility, projects are now closed The sales teams inability to access the current status of implementations at customer an average of 30% faster, sites was another challenge. The sales team needed the information to help move which has helped the implementations along or address any client concerns before they impacted the company more effectively project goals. Additionally, time tracking, billing and accounting were very manual. allocate resources and Prior to FinancialForce, a project manager was responsible for entering the time cards grow globally. for all of the professional service consultants. Uploading time would happen only once a month. Valuable information on project workloads and resources was not in sync, so project leaders did not have a complete, real time view of engagements. It takes us half the time to obtain current and To enable its growth strategy, HumanConcepts chose FinancialForce Professional Services Automation to replace its existing system because it was on the Force.com forecasting data from platform and could seamlessly integrate with their existing accounting system and FinancialForce PSA versus Salesforce CRM. our previous system. www.FinancialForce.com
  • 2. Success Story Benefits are quickly realised The ability to view all the The company quickly started to see benefits of a single integrated environment. Not data from FinancialForce only is the new system easy to use, but it has rapidly enabled new efficiencies that Professional Services, help the HumanConcepts team focus more on client work than internal processes. Salesforce CRM and our Professional Services Consultants are able to login simultaneously to the system accounting system quickly to upload and keep track of their time and project notes, saving valuable time. Timecards were entered by each consultant and done daily versus monthly in the and easily is invaluable. previous system. The new level of integration means the process flow for approvals is much more efficient now. For example, timecard approvals are much easier, which With FinancialForce PSA means the finance team can get invoices out more quickly. and Salesforce CRM we The integrated system also helps keep HumanConcepts leadership on top of their can now see how many business. Executives can view the current state of projects in real-time and that has licenses have been sold helped with visibility into the business. Sales executives can now jump in and assist and how much additional if ever a customer question arises. Up-to-the-minute information presented in a drill Professional Services down manner on the dashboards allows executives to view high level details or drill down by region, by month, by customer, or by prospects in the pipeline. work is coming down the Having utilization numbers by pipeline helps us make informed decisions for the pipeline. good of the business. We now close projects an average of 30% faster, which has helped the company allocate resources properly and grow globally, added Robson. Having both back and front office systems running in a single cloud environment Consultants previously would only login at the end on the Force.com platform has simplified internal support and provides Human Concepts executives the visibility into existing projects necessary to make smarter of the month to enter in business decisions. As the company grows, it plans to implement the utilization their time. Accuracy of the schedule functionality in FinancialForce Professional Services to get an even closer information is lost when view of each consultants workload. you delay entering data. Now we are logging time on a weekly or even daily basis. With the dashboards, we have visibility into the utilization numbers by pipeline and by region, which is really helpful for planning our global strategy. Copyright 息 FinancialForce.com, inc. All rights reserved. The information contained in this document is intended for general information only, as it is summary in nature and subject to change. FinancialForce and FinancialForce.com are trademarks of FinancialForce.com, inc. Any third-party brand names and/or trademarks referenced are either registered or unregistered trademarks of their respective owners. FFCS0111 www.FinancialForce.com