Certinia PS Cloud Features
What are the features of Certinia PS Cloud?
Platform
- APIs
- Performance and Reliability
Accounting
- Revenue Recognition
- Project Accounting
- Budget Tracking
Project Management
- Project Planning
- Project Tracking
- Resource Definition
- Resource Management
Analytics
- Forecasting
- Reporting
- KPIs
Administration
- Standard Integrations
- Workflow
- Access Management
Top-Rated Alternatives
Technology Glossary Features
View definitions of the features and discover new technology terms.
Certinia PS Cloud Categories on G2
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Tasks
Creation & Assignment | Create and assign tasks for individual users with details and due dates. | Not enough data | |
Due Dates | Set deadlines and milestones for tasks, manually or automatically (based on project templates). | Not enough data | |
Task Prioritization | Set priority levels on tasks so individuals can organize their work. | Not enough data | |
To-Do Lists | Each user can view their list of tasks to be completed without having access to other tasks. | Not enough data | |
Dependencies | Define dependencies between tasks and the rules to manage them. | Not enough data | |
Mass Updates | Allows users to update multiple tasks at the same time, accross multiple projects. | Not enough data | |
Drag & Drop | Users can move tasks and change dependencies using drag and drop. | Not enough data | |
Recurring Tasks | Define recurring tasks that can be scheduled automatically at pre-defined intervals. | Not enough data |
Projects
Planning | Plan and create work breakdown structure (WBS) based on the scope of the project. | Not enough data | |
Project Map | Projects can be mapped out with milestones, due dates, deliverables and interdependencies. | Not enough data | |
GANTT | Provide visual representations of tasks, dependencies, and progress. | Not enough data | |
Calendar View | Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. | Not enough data | |
Views | Create customized project views for internal and external purposes (eg: for customers). | Not enough data | |
Project Budgeting | Associate a budget with a project and allocate it accordingly by task or resource. | Not enough data | |
Issue Tracking | Track issues at the project or task level, and manage resolutions. | Not enough data | |
Templates | Provide standards templates that can be customized by users to create new projects. | Not enough data | |
Critical Path | Automatically calculate the critical path for projects and update it when projects change. | Not enough data | |
Time & Expense | Track time and expenses associated with projects or tasks. | Not enough data | |
Methodologies | Support agile and waterfall project management methodologies. | Not enough data |
Resource Management
Resource Definiton | Create human and material resources and categorize them based on skills and other criteria. | Not enough data | |
Capacity | Monitor capacity in real time to track resource use and identify bottlenecks. | Not enough data | |
Scheduling | Allocate resources by matching capacity and demand, by project, team, or department. | Not enough data |
Project Monitoring
Baselining / KPIs | Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. | Not enough data | |
Resource Allocation | Monitor resource allocation to identify shortages and adjust accordingly. | Not enough data | |
Dashboards | Deliver dashboards that display project data and KPIs in real time. | Not enough data |
Customer Information
Customer Health Scores | As reported in 11 Certinia PS Cloud reviews. Provides users a customer-specific score to determine the overall satisfaction of each customer. | 91% (Based on 11 reviews) | |
Customer Monitoring | As reported in 12 Certinia PS Cloud reviews. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team | 90% (Based on 12 reviews) | |
Customer Profiles | Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. 13 reviewers of Certinia PS Cloud have provided feedback on this feature. | 94% (Based on 13 reviews) | |
Playbooks | Based on 11 Certinia PS Cloud reviews. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. | 89% (Based on 11 reviews) | |
Customer Segments | Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. 10 reviewers of Certinia PS Cloud have provided feedback on this feature. | 90% (Based on 10 reviews) | |
Product Engagement | Based on 11 Certinia PS Cloud reviews. Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. | 91% (Based on 11 reviews) | |
Surveys | Based on 11 Certinia PS Cloud reviews. Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. | 91% (Based on 11 reviews) |
Predictions
Churn Risk | Calculates the risk that your customers will not renew or continue using your product or service. This feature was mentioned in 11 Certinia PS Cloud reviews. | 82% (Based on 11 reviews) | |
Upsell Opportunities | Discovers and highlights factors that lead to upsell opportunities. This feature was mentioned in 12 Certinia PS Cloud reviews. | 88% (Based on 12 reviews) | |
Custom Triggers | As reported in 12 Certinia PS Cloud reviews. Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. | 90% (Based on 12 reviews) | |
Machine Learning | Based on 11 Certinia PS Cloud reviews. Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. | 80% (Based on 11 reviews) |
Platform
Reporting & Dashboards | As reported in 17 Certinia PS Cloud reviews. Access pre-built and custom reports and dashboards for viewing | 88% (Based on 17 reviews) | |
API & Integrations | As reported in 15 Certinia PS Cloud reviews. The number of sources from which the platform can pull customer data and how well those integrations are supported. | 81% (Based on 15 reviews) | |
Data Import & Export Tools | Ability to input, modify, and extract data from the application in bulk through a structured file. This feature was mentioned in 15 Certinia PS Cloud reviews. | 91% (Based on 15 reviews) | |
Workflow Capability | Automates everday customer success functions for more efficient and effective day-to-day processes. 14 reviewers of Certinia PS Cloud have provided feedback on this feature. | 93% (Based on 14 reviews) | |
Notifications | As reported in 16 Certinia PS Cloud reviews. Set alerts for customer actions in order to respond quickly and proactively. | 90% (Based on 16 reviews) | |
Customization | Based on 17 Certinia PS Cloud reviews. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | 89% (Based on 17 reviews) | |
Scalability | Based on 15 Certinia PS Cloud reviews. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. | 87% (Based on 15 reviews) | |
Data Security | Based on 15 Certinia PS Cloud reviews. The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks. | 93% (Based on 15 reviews) | |
Performance & Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. 15 reviewers of Certinia PS Cloud have provided feedback on this feature. | 84% (Based on 15 reviews) | |
User, Role, and Access Management | As reported in 17 Certinia PS Cloud reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 86% (Based on 17 reviews) | |
Customization | Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. 18 reviewers of Certinia PS Cloud have provided feedback on this feature. | 87% (Based on 18 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. 14 reviewers of Certinia PS Cloud have provided feedback on this feature. | 83% (Based on 14 reviews) | |
Output Document Generation | As reported in 15 Certinia PS Cloud reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 83% (Based on 15 reviews) | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 17 reviewers of Certinia PS Cloud have provided feedback on this feature. | 87% (Based on 17 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 19 Certinia PS Cloud reviews. | 90% (Based on 19 reviews) | |
Workflow Capability | As reported in 19 Certinia PS Cloud reviews. Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 89% (Based on 19 reviews) | |
APIs | Based on 107 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. | 83% (Based on 107 reviews) | |
Internationalization | Based on 85 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 83% (Based on 85 reviews) | |
Performance and Reliability | Based on 136 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 86% (Based on 136 reviews) | |
Mobile | Based on 85 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices including phones and tablets. | 77% (Based on 85 reviews) | |
Offline Access | Based on 63 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Ability to create and access tasks, transactions and reports while not connected to internet. | 74% (Based on 63 reviews) |
Planning
Resource Definiton | As reported in 44 Certinia PS Cloud reviews. Create human and material resources and categorize them based on skills and other criteria. | 84% (Based on 44 reviews) | |
Capacity | As reported in 47 Certinia PS Cloud reviews. Monitor capacity in real time to track resource use and identify bottlenecks. | 79% (Based on 47 reviews) | |
Scheduling | Based on 49 Certinia PS Cloud reviews. Allocate resources by matching capacity and demand, by project, team, or department. | 82% (Based on 49 reviews) |
Optimization
Performance | Monitor the performance of each resource by project, portfolio, or resource type. This feature was mentioned in 39 Certinia PS Cloud reviews. | 81% (Based on 39 reviews) | |
Forecasting | Provide demand-driven forecasts to prepare and plan for future projects. 44 reviewers of Certinia PS Cloud have provided feedback on this feature. | 79% (Based on 44 reviews) | |
Corrections | As reported in 26 Certinia PS Cloud reviews. Identify misutilizations and provide suggestions to improve planning and scheduling. | 78% (Based on 26 reviews) |
Accounting
AP Automation | As reported in 19 Certinia PS Cloud reviews. Streamlines data entry by auto populating recurring or predefined vendor information and invoice details | 86% (Based on 19 reviews) | |
AR Automation | Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions. This feature was mentioned in 19 Certinia PS Cloud reviews. | 82% (Based on 19 reviews) | |
Audit Trail | See feature definition | Based on 19 Certinia PS Cloud reviews. Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record | 87% (Based on 19 reviews) |
Budgeting / Forecasting | As reported in 20 Certinia PS Cloud reviews. Create and revise an unlimited number of budget, plan and forecast scenarios. | 79% (Based on 20 reviews) | |
Collections Automation | The system automates the dunning process to help drive collections This feature was mentioned in 18 Certinia PS Cloud reviews. | 88% (Based on 18 reviews) | |
Financial Statements | General reporting offered covers all of the standard financial statements and meets the basic needs of the business 21 reviewers of Certinia PS Cloud have provided feedback on this feature. | 82% (Based on 21 reviews) | |
Invoice Customization | As reported in 21 Certinia PS Cloud reviews. The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. | 81% (Based on 21 reviews) | |
Journal Entries | Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source. This feature was mentioned in 22 Certinia PS Cloud reviews. | 83% (Based on 22 reviews) | |
Monitor Cash Positions | As reported in 17 Certinia PS Cloud reviews. Ability to track cash positions across all accounts, banks, business units, and countries | 86% (Based on 17 reviews) | |
Multi-Entity / Consolidation | Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations This feature was mentioned in 16 Certinia PS Cloud reviews. | 79% (Based on 16 reviews) | |
Payment Processing | As reported in 15 Certinia PS Cloud reviews. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. | 83% (Based on 15 reviews) | |
Recognition Rules | Automate recognition of revenue and expenses by defining recognition templates. This feature was mentioned in 14 Certinia PS Cloud reviews. | 82% (Based on 14 reviews) | |
Reconciliations | Based on 17 Certinia PS Cloud reviews. Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules. | 83% (Based on 17 reviews) | |
Tags / Dimensions | Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes. 18 reviewers of Certinia PS Cloud have provided feedback on this feature. | 79% (Based on 18 reviews) | |
Payments Scheduling | Ability to schedule payments at predefined dates and times 15 reviewers of Certinia PS Cloud have provided feedback on this feature. | 84% (Based on 15 reviews) | |
Payment Batches | Based on 15 Certinia PS Cloud reviews. Payments can be processed by batch without manual intervention | 81% (Based on 15 reviews) | |
Payment Settlements | Clearing of electronic payments to transfer funds from customers to suppliers 17 reviewers of Certinia PS Cloud have provided feedback on this feature. | 83% (Based on 17 reviews) | |
Payment Methods | As reported in 15 Certinia PS Cloud reviews. Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers | 87% (Based on 15 reviews) | |
Revenue Recognition | Based on 108 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Automate revenue recogniton by project, portfolio, or milestone and deliverable. | 81% (Based on 108 reviews) | |
Invoice Management | Based on 85 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Ability to create and send electronic invoices, including templates that can be customized/branded. | 83% (Based on 85 reviews) | |
Payments | Based on 72 Certinia PS Cloud reviews. Accepts multiple types of payments from clients and match with invoices. | 83% (Based on 72 reviews) | |
Project Accounting | Based on 104 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Deliver features to track and manage costs and revenues by project. | 86% (Based on 104 reviews) | |
Budget Tracking | Based on 120 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Enables accountants and project managers to track and manage budgets. | 85% (Based on 120 reviews) |
Back Office
Allocation | Based on 16 Certinia PS Cloud reviews. Resources can be allocated and reallocated across multiple projects and portfolios. | 83% (Based on 16 reviews) | |
Asset Register | Create a list of all the assets owed by a company. This feature was mentioned in 15 Certinia PS Cloud reviews. | 83% (Based on 15 reviews) | |
Lean Management | As reported in 12 Certinia PS Cloud reviews. Include lean project management features and best practices. | 82% (Based on 12 reviews) | |
Maintenance | Track maintenance operations for the products sold, such as calibration or preventive maintenance This feature was mentioned in 15 Certinia PS Cloud reviews. | 86% (Based on 15 reviews) | |
Organization Management | Based on 18 Certinia PS Cloud reviews. Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. | 85% (Based on 18 reviews) | |
Payroll | Payroll module or integration to an external payroll provider which automates the recording of payroll 13 reviewers of Certinia PS Cloud have provided feedback on this feature. | 83% (Based on 13 reviews) | |
Portfolio Mix | Based on 15 Certinia PS Cloud reviews. Create the optimal mix of portfolios to achieve operational and financial goals. | 84% (Based on 15 reviews) | |
Purchase Orders | Based on 17 Certinia PS Cloud reviews. Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process | 85% (Based on 17 reviews) | |
Requisition | Define requisition rules for various types of procurement. 15 reviewers of Certinia PS Cloud have provided feedback on this feature. | 82% (Based on 15 reviews) | |
Shift Scheduling | Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. 17 reviewers of Certinia PS Cloud have provided feedback on this feature. | 85% (Based on 17 reviews) | |
Sourcing | Identify and assess suppliers for different products and services. 15 reviewers of Certinia PS Cloud have provided feedback on this feature. | 82% (Based on 15 reviews) | |
Status | Based on 14 Certinia PS Cloud reviews. Monitor the status of multiple types of assets. | 83% (Based on 14 reviews) | |
Time & Attendance Tracking | Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. 20 reviewers of Certinia PS Cloud have provided feedback on this feature. | 88% (Based on 20 reviews) | |
Warranty Management | Maintain information on warranties for the products delivered and for their components This feature was mentioned in 11 Certinia PS Cloud reviews. | 83% (Based on 11 reviews) |
Front Office
ATP | Available to promise provides information on future availability of products that are either planned for production or purchased but not received. 11 reviewers of Certinia PS Cloud have provided feedback on this feature. | 85% (Based on 11 reviews) | |
Checkout Process | As reported in 11 Certinia PS Cloud reviews. Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. | 80% (Based on 11 reviews) | |
Configuration Rules | Rules ensure that users select only compatible options and that all required items are included This feature was mentioned in 15 Certinia PS Cloud reviews. | 83% (Based on 15 reviews) | |
Contact & Account Management | As reported in 19 Certinia PS Cloud reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 91% (Based on 19 reviews) | |
Customer Portal | As reported in 14 Certinia PS Cloud reviews. Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents | 81% (Based on 14 reviews) | |
Field Service Booking | As reported in 12 Certinia PS Cloud reviews. Allows clients to book jobs through the desktop page or within the app. | 86% (Based on 12 reviews) | |
Field Service Dispatch | As reported in 12 Certinia PS Cloud reviews. Notifies field service workers of their upcoming assignments. | 83% (Based on 12 reviews) | |
Product & Price List Management | Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders. 14 reviewers of Certinia PS Cloud have provided feedback on this feature. | 86% (Based on 14 reviews) | |
Product Catalog | See feature definition | As reported in 12 Certinia PS Cloud reviews. Allows users to search, filter, sort and select items to be added to quote | 85% (Based on 12 reviews) |
Promotions and Discounts | Based on 10 Certinia PS Cloud reviews. Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. | 82% (Based on 10 reviews) | |
Quote & Order Management | Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders. This feature was mentioned in 13 Certinia PS Cloud reviews. | 88% (Based on 13 reviews) | |
Returns / Refunds | Functionality to allow users to process returns/refunds either via self service or contacting customer service. | Not enough data | |
Storefront Design Tools | Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience | Not enough data | |
Territory & Quota Management | Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | Not enough data | |
Tickets | Creates and assigns support tickets, scheduling them in a timely manner. This feature was mentioned in 10 Certinia PS Cloud reviews. | 85% (Based on 10 reviews) | |
Visual Configuration | Based on 12 Certinia PS Cloud reviews. Images can be displayed of options to enable users to visualize product options as it is being configured | 82% (Based on 12 reviews) |
Integration
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. 12 reviewers of Certinia PS Cloud have provided feedback on this feature. | 82% (Based on 12 reviews) | |
Data Import and Export Tools | As reported in 17 Certinia PS Cloud reviews. Ability to input, modify and extract data from the application in bulk through a structured file. | 86% (Based on 17 reviews) | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. 15 reviewers of Certinia PS Cloud have provided feedback on this feature. | 88% (Based on 15 reviews) |
Logistics
Centralized Inventory Database | Manage and track all inventory records across warehouses and retail locations through a single unified database. | Not enough data | |
In Transit | Track products and raw materials shipped by suppliers, from origin to destination. | Not enough data | |
Inventory Forecasting | Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. This feature was mentioned in 10 Certinia PS Cloud reviews. | 88% (Based on 10 reviews) | |
Inventory Pricing and Costing | See feature definition | Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. 10 reviewers of Certinia PS Cloud have provided feedback on this feature. | 87% (Based on 10 reviews) |
Inventory Reporting | Based on 10 Certinia PS Cloud reviews. Customizable reporting allows insight into usage of inventory and services. | 93% (Based on 10 reviews) | |
Inventory Tracking / Ordering | Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. This feature was mentioned in 10 Certinia PS Cloud reviews. | 92% (Based on 10 reviews) | |
Picking Methods | Support multiple picking methods such as batch, wave, or zone picking. | Not enough data | |
Picking Planning | Create schedules for picking activities based on inventory availability. | Not enough data | |
Receiving | Based on 10 Certinia PS Cloud reviews. Match the products received with the corresponding purchase orders and add them to inventory. | 90% (Based on 10 reviews) | |
Shipping Options | Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies. | Not enough data |
Production
BOM | Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. | Not enough data | |
Defects | Monitor product defects, identify causes and provide corrective actions to improve quality. | Not enough data | |
Identify Demand | Based on 10 Certinia PS Cloud reviews. Calculate demand by consolidating data from multiple sources. | 85% (Based on 10 reviews) | |
Inspections | Define and implement workflows for inspections, including rules for escalations and notifications. | Not enough data | |
Manage Resources | As reported in 14 Certinia PS Cloud reviews. Track resource availability for raw materials and production capacity. | 93% (Based on 14 reviews) | |
MPS | Create and implement master production plans for multiple production lines and locations. | Not enough data | |
MRP | Based on 10 Certinia PS Cloud reviews. Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. | 85% (Based on 10 reviews) | |
Production Plans | Based on 10 Certinia PS Cloud reviews. Generate production plans based on demand and resource availability. | 85% (Based on 10 reviews) | |
Rework | Identify rejected products and decide either they can be repaired or discarded. | Not enough data | |
Shop Floor | Assign equipment and monitor shop floor activities during various production stages. | Not enough data | |
Waste | Track production waste such as scrap, as well as returns that cannot be repaired. | Not enough data | |
WIP | Track work in process (WIP) across multiple production lines and manufacturing locations. | Not enough data |
Reporting & Analytics
Custom Reporting | Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer This feature was mentioned in 22 Certinia PS Cloud reviews. | 92% (Based on 22 reviews) | |
Dashboards | An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance This feature was mentioned in 22 Certinia PS Cloud reviews. | 92% (Based on 22 reviews) | |
Integration | Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions. 21 reviewers of Certinia PS Cloud have provided feedback on this feature. | 88% (Based on 21 reviews) |
Customer Management
Customer Profiles | Based on 95 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Maintains a central repository of customer information and communications. | 85% (Based on 95 reviews) | |
Sales | Based on 98 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Identify sales opportunities and manage leads pipelines by customer or region. | 82% (Based on 98 reviews) | |
Marketing | Based on 74 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Create and manage marketing campaigns and track their performance | 75% (Based on 74 reviews) | |
Client Portal | Based on 76 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Provides a portal for clients to view project progress, budgets, resources, project documents, etc. | 81% (Based on 76 reviews) |
Project Management
Project Planning | Based on 142 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Generate plans that define tha main activities and resources needed for a project | 87% (Based on 142 reviews) | |
Project Tracking | Based on 149 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Monitor the progress or all tasks and activities that are part of a project | 88% (Based on 149 reviews) | |
Resource Definition | Based on 145 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Contains library of skills and resources to allow project managers to find and assign to projects. | 87% (Based on 145 reviews) | |
Resource Management | Based on 154 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. | 86% (Based on 154 reviews) |
Portfolio Management
Portfolio Definition | Define multiple types of portfolios for projects, programs, and services. This feature was mentioned in 75 Certinia PS Cloud reviews. | 83% (Based on 75 reviews) | |
Portfolio Performance | Based on 74 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Monitor the performance of different types of portfolios and programs. | 82% (Based on 74 reviews) | |
Risk | Identify risks that may negatively impact the performance of a portfolio of projects. This feature was mentioned in 91 Certinia PS Cloud reviews. | 81% (Based on 91 reviews) | |
Portfolio Mix | Based on 67 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Create the optimal mix of portfolios to achieve operational and financial goals. | 82% (Based on 67 reviews) |
Analytics
Forecasting | Based on 118 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. | 82% (Based on 118 reviews) | |
Reporting | Based on 147 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards that can be configured by users. | 85% (Based on 147 reviews) | |
KPIs | Based on 113 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Include business and financial KPIs that are specific to project and portfolio management . | 83% (Based on 113 reviews) |
Administration
Standard Integrations | Based on 109 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems | 82% (Based on 109 reviews) | |
Workflow | Based on 131 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. | 84% (Based on 131 reviews) | |
Access Management | Based on 122 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. | 82% (Based on 122 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. 21 reviewers of Certinia PS Cloud have provided feedback on this feature. | 77% (Based on 21 reviews) | |
AI Text Summarization | As reported in 21 Certinia PS Cloud reviews. Condenses long documents or text into a brief summary. | 76% (Based on 21 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
Artificial Intelligence - Professional Services Automation
Predictive Forecasting | Predicts project profitability, revenue, and resource utilization based on historical data and current trends. | Not enough data | |
Smart task suggestions | Gives task and resource allocation suggestions based on project context. | Not enough data | |
Automated workflows | Automates time-tracking, invoicing, and expense reporting. | Not enough data |
Agentic AI - Project Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Customer Success
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Professional Services Automation
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - ERP Systems
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Certinia PS Cloud Comparisons
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