Kimble PSA Reviews & Product Details

I find the revenue recognition part of Kimble easy to use and understand. Everything which you expect for different revenue streams works in a logical and easy to follow manner. We have also utilised the self-billing module to allow us to raise our monthly expense in a timely manner, meaning month end runs more smoothly then before. Amendments to costs / revenue are also very easy to enter through the system and results are as expected. This is the first time I have worked with Kimble finance and after a few initial learning curves, the system is a great tool for forecasting and seeing clearly all our costs and margins. Review collected by and hosted on G2.com.

The only improvement I would like to make would be to have a field history report, mainly for audit purposes. Review collected by and hosted on G2.com.

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 measurable 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.

Kimble is helping drive a different ethos and behaviour within our business.

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. Review collected by and hosted on G2.com.

There is the occasional function that seems a little clunky but these are now extremely rare and the new Lightning version and summer release are really fantastic. Review collected by and hosted on G2.com.

Through implementation and ongoing use, we have received constant support from Kimble Support. Any queries have been answered and any issues found have always been worked on with urgency. The ongoing support from Pia De Almeida, Lucy Butterton and Russell Osman has been a highlight of our company working with Kimble, while at times it can be a complicated system to get used to, we cannot fault the help we've received.

We have ongoing weekly calls with Kimble Support and have done so for the past 6 months to ensure all processes are working as intended. I'm also very thankful for Russell Osman's ongoing support and time with some bugs we've been experiencing, he has put aside many hours to sit in calls and resolve issues we've had.

Pia De Almeida and Lucy Butterton have set aside a lot of time to talk through new features, help us with tickets and overall improve our understanding of Kimble. Review collected by and hosted on G2.com.

Upon implementation it was clear that some processes in Kimble weren't the most fluid. It was quite difficult to get our entire company onboard with using this system as at first glance it's not the most user-friendly, however we've had the ongoing support from Kimble Support to help alleviate the issues and confusion that can come with using Kimble. Now having used Kimble for 6 months, I can say that what appears to be confusing at first is just a learning curve. There's still some processes that could be improved/streamlined and Kimble Support have listened to our suggestions and are in the process of adding some new features that may benefit our company. Review collected by and hosted on G2.com.

The integration with Salesforce and our Accounting system (Sage Intacct) makes the transition from an opportunity to an actively managed project, to producing financial statements much more smooth. The ability to customize and template projects is a huge time saver, and the ability to see ongoing projects and drill down into why the projections are changing is a game changer. Review collected by and hosted on G2.com.

The integrations and migrations are still clunky. As a non-profit, there is still a lot of work to be done to handle grants (no way to appropriate overhead, no storage of the grant funds vs the release, no engagement cap, only element caps). Review collected by and hosted on G2.com.

Kimble is constantly including innovations, new functionalities that can adapt easily to the changing business needs.

Functionalities allow covering the end-to-end process of the Project Management.

The high quality customer service that Kimble provides and the promptly response, make it easy to communicate any doubt or malfunction we may encounter.

The close relationship with our Customer Care Manager makes it a lot easier the understanding of new releases as well as the sharing of our suggestions / requests for future enhancements. Review collected by and hosted on G2.com.

The interfacing with other systems sometimes is not that easy to manage and consequently the data may not be consistent across all the different company information systems. We appreciate this is an ad-hoc extra work to do and we are happy we always have the right support when needed. Review collected by and hosted on G2.com.

Kimble is our one stop shop for all activities and processes that support project delivery. By jumping in with both feet and using it wherever possible we always know where to go to find the latest information and can leverage that to support internal and external efficiency. Review collected by and hosted on G2.com.

Whilst the data in Kimble is great and the reports in Salesforce very useful, truly interactive dash-boarding remains fairly limited. We are hopeful that Tableau and Salesforce will fill this void in the near future. Excel happily steps in where the reporting stops but fingers crossed Einstein Analytics will help remove that need. Review collected by and hosted on G2.com.

Kimble is a fantastic tool for tracking & viewing our entire companies business activities. From proposals right through to invoicing we can clearly understand the current status and forecasted positioning of all engagements.

The ability to upload documents to the Resource > My Experience tab has made my life so much easier. Now I have a directory of files with which both workers and I (as admin) can access and edit. Huge thanks to our customer success manager Pia De Almeida for showing us this helpful tip and many many more on our monthly calls. Review collected by and hosted on G2.com.

Eagerly anticipating when the Lightening View is up to speed with the Classic View so the entire company can be on the same version. Dislike the vagueness of some error messages- makes solving the problem difficult. Review collected by and hosted on G2.com.

The most important part is having the vast majority of company information in one flexible place. I also enjoy constant stream of improvements for this app.

I really enjoy it's how customizable it is and how many different types on configuration elements, projects it supports.

2020 UPDATE: After another year of using Kimble software, I am quite happy with the amount of improvements we were able to suggest and receive. I also think integrating new lightning interface will positively reflect on our productivity. Review collected by and hosted on G2.com.

1. Legacy UI elements

Constant stream of updates means that old and new functionalities coexist next to each other. This is good. What is not good is that they sometimes have different UIs and adhere to different UI guidelines.

2020 UPDATE: this can still be an issue, but it looks like lightning will solve this.

2. System limits

Additionally, sometimes the limits of the system are a bit unclear - especially for larger configurations, projects etc. We have to learn them on the fly. However, this is more inherent of Salesforce itself, as far as I know. Review collected by and hosted on G2.com.

I like that it can be configured to model our various service offerings to reduce the time our PMs need to set up projects. Review collected by and hosted on G2.com.

Because it is so configurable, there is a LOT to learn about its various configuration points. Review collected by and hosted on G2.com.

The resource schedule, especially the usage view, helps to make sure our team is deployed effectively. The Operational Management dashboard also helps us to understand the resource burn ensuring the profitability and efficiency when completing a project.

Because we have a very small implementation team, we really appreciate the exceptional consultation by our Customer Success Manager as well as the timely responses by Kimble support team. Review collected by and hosted on G2.com.

Kimble onboarding is still a big learning curve for our new team member. Review collected by and hosted on G2.com.

I like the all round flexibility of the tool. When we compare this to our legacy tool it's streets ahead of the game and provides us with detail visibility across all sectors. UI is great as is usability. We compared this against 4-5 market competitors before moving ahead with Kimble around 2 years ago. Great support and ongoing training from the Kimble Team. Useability is great with Salesforce and the tool gives us the detailed view we want over our PS Team from Planning, to revenue/forecasting to timesheets and now invoicing. It's given us great ability to manage our projects and report back to relevant teams easily. Review collected by and hosted on G2.com.

Sometimes too many clicks are required when navigating around.

Random bugs occur (fixed by refreshing page)

After updates/upgrades fields move around for no apparent reason. (See most recent release whereby all the items on the timesheet reversed into a different order)

Lates Release hangs a lot when navigating between screens Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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.

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It has allowed our business managers to have more visibility of the process, costs and hours spent in each project and opportunity.

There is a standard deck of reports and dashboards that we have use as a guide for customization. Which has been very helpful to quickly get the information the business needs to assess the project pipeline and costs.

Additionally, Kimble has work very hard to incorporate missing vital fields in a fast and efficient manner. Review collected by and hosted on G2.com.

Reporting sometimes is hard do to similar field names and like any other salesforce reporting sometimes objects are not joined. Review collected by and hosted on G2.com.

Kimble is a modern piece of software that ties together the whole cycle from timesheets all the way to invoicing for project managers and finance/operations. They are working hard to make sure that most of the functionality we require is there for us. Review collected by and hosted on G2.com.

The learning curve seems pretty steep and there were some areas that were not ready for our organization out-of-the-box. There is nothing major that I dislike though. Review collected by and hosted on G2.com.

Kimble provides a centralized view of an organization from end to end and without it we wouldn't be able to operate at the speed and pace that we have been able to since implementing it over 12 months ago.

The out of the box reports and dashboards are easily configurable, detailed and effective, enabling decisions to be made at an executive level down to maintaining a clean and current database at an administrator level.

The support team are helpful, easy to work with and remove any issues you may encounter so you can continue with your task.

The regular version upgrades provide new functionality to further improve and enhance the way you use key features. A lot of features are included based on feedback and ideas submitted through the community. Review collected by and hosted on G2.com.

Like any complex tool it takes a while to learn the quirks and terminology. Kimble helps reduce the learning time by providing detailed and helpful documentation easily accessible from each page. The one thing we haven't been able to fix or work around is the speed it takes for a page to load. Improving the speed would in turn improve our ability to use the tool. Review collected by and hosted on G2.com.

Strong capabilities to drive success in a PS business. As a systems integrator, we need a solution to manage 100+ projects at a time. We love the time and expense entry including the mobile apps. The reporting and analytics engine is very powerful and once we understand the data model we will have great tools to manage our business in realtime. The ability to model the business and automate proposal and engagement creation saves hours of time especially once we win the deal. We see immediately the decisions we make and how they impact margin and cash flow. Review collected by and hosted on G2.com.

The supplier self-billing module still needs work. Many screens where data is missing cannot be changed. Kimble doesn't provide an updated data model and dictionary that we can understand how to report on what we want. Kimble doesn't give customer full configuration access once you go-live. Review collected by and hosted on G2.com.

Kimble is a very complete tool that covers the end to end operations of a management consulting group with several business entities, countries, offers...

There are many useful reporting and dashboard possibilities.

It provides a really good customer service to help us to adapt the toll to our needs and usage. Review collected by and hosted on G2.com.

Some functions such as creating an opportunity or a project require several steps so it is key to have change management and training to ensure data quality is good enough.

Sometimes, customization requires additional invoiced services. Review collected by and hosted on G2.com.

The way Kimble encourages best practice and focusses on the things that matter most when delivering professional services. Kimble implementation and support services are delivered by a great team of people - proactive customer success managers and a responsive helpdesk. The software is very logical and well thought out - designed by people who really understand how to run a professional services business and who listen to their customers. Review collected by and hosted on G2.com.

Not a dislike, more of a warning. If you don't follow your processes, then Kimble can be hard to unpick due to all the controls it has applied for you. A data error, which has been approved and then locked down in a closed reporting period will take a lot of effort to fix!

Built on the Salesforce platform - which has its advantages (agility you get from a Cloud deployment, integration with CRM) and disadvantages (some constraints imposed by the host). Review collected by and hosted on G2.com.

Kimble is a complete PSA tool that provides a plethora of support and implementation services that drive the realisation of end-to-end efficiencies in our business engagements. It does everything our firm needs it to do and more. Review collected by and hosted on G2.com.

Kimble could be much easier for new users. New users need to invest the time to fully understand the solution to enable them to maximise its utility. Luckily, customer success managers and support teams are very responsive and are available to help. Review collected by and hosted on G2.com.