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Rodina & Kimble PSA

The Right ERP Solution for Professional Services Firms

Kimble PSA puts service delivery at the heart of your business

Kimble’s Professional Services Automation (PSA) solution provides the operational framework required to run a connected and efficient services business. 

Kimble is the only intelligent PSA application on the Salesforce platform. Embedded with Sales Cloud (Salesforce CRM), the app offers category-leading capabilities in revenue forecasting and revenue recognition, resource planning, project management, billing, and mobile time and expense entry.

Kimble Digital Journey
Foresight

 

Kimble Foresight Analyzer drives real-time forecasting of resource demand, revenue, margin and cash flow.

  • Tight coupling with CRM (eg. Salesforce Sales Cloud and others) allows seamless forecasting of unsold and current work

  • Intelligent Insights signpost the priority actions the business needs to take and our Diagnostics highlight what’s driving revenue and margin trends

  • When project schedules change, revenue and cost forecasts are automatically recalculated, ensuring consistent and up-to-date reporting

  • Kimble Dashboards give instant visibility across all key metrics including utilization, account profitability, delivery risks, and key issues

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“Kimble has provided us the insight so we can have better decision-making going forward. We can clearly see into our future and what adjustments we have to make."

Jill Novosel
Director, West Monroe Partners

Scoping

 

Kimble's Proposal Modeler scopes future projects, with comprehensive plans that drive consistency and more predictable profitability.

  • Fully integrated with CRM, allowing seamless forecasting of existing and pipeline projects

  • Comprehensive project plans factor in key elements such as resource effort, margin, and expenses

  • Project Planner helps create detailed task plans with dependencies and allows you to apply predefined team profiles and template plans

  • Proposals automatically migrate into live project plans. No conversion or rework required

  • Proposal Modeler supports all billing models and highlights projected versus historic margin

Resourcing

 

Kimble’s Resource Planning includes pipeline capacity, in addition to live assignments, allowing greater insight into future demands on resource.

  • Kimble finds the best fit between the required skills and potentially available resources, and builds the most efficient scenario for resource optimization

  • Only Kimble factors in future pipeline capacity, ensuring Resource Planning focuses on incoming as well as existing business needs

  • Comprehensive management of availability gives a view of absences and free time including vacations, part-time working and country-specific hours

  • Geolocation and detailed assignment schedules allow Resource Managers to maximize utilization and ensure optimal cost management based on current resource and assignment locations

  • Drag-and-drop features allow rapid allocation of assignments, based on easy searching of suitably skilled and available resources

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Delivery

 

Kimble supports all delivery methods e.g. Waterfall, Agile etc., providing real-time projected effort, costs and margins. Intelligent Insights drive the priority actions for the business.

  • Intelligent Insights direct the priority actions the business needs to take, driving consistency and protecting profitability by surfacing key business risks and issues

  • Live engagement and portfolio dashboards support all projects centrally and provide a real-time view of actual and forecast effort to allow better planning decisions

  • Predictive Timesheets automatically suggest time entries based on forecast assignments or geolocation data

  • Centralized Project Governance allows project risks, issues and dependencies to be tracked and reported

Billing

 

Kimble’s Billing Engine guarantees no revenue leakage and ensures all revenue is invoiced at the earliest possible opportunity to maximize cash flow and reduce debt.

  • Kimble ensures purchase orders are tracked and forecast so that invoices are undisputed and paid promptly

  • Invoices are easily generated, either through a step-by-step process or automatically via batch processes, and electronically dispatched with accompanying detail

  • Kimble’s management of month end allows actual revenues and costs to be finalized while forecasts automatically update

  • Invoice formats can be configured for specific project types, customers and local tax regimes, and can be easily translated into any language

  • Kimble is compatible with all of the leading finance packages enabling the seamless transfer of key financial data to core ledgers

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Rated Amoung "Best Software Products For Project Management" By G2

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Scored Highest Amoung Leading PSAs For Return On Investment By G2

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Rodina Consulting, Inc.

2001 Addison Street
Suite 300
Berkeley, CA 94704

(510) 725-6985

info@rodinaconsulting.com

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