Workday PSA vs CloudBlue PSA

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Our analysts compared Workday PSA vs CloudBlue PSA based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Workday Professional Services Automation is a cloud-based app that delivers fully integrated solutions for project management, talent acquisition, expense tracking, timekeeping and more.

This system has an adaptive framework that streamlines human capital management and offers visual customizations of the intuitive interface. Manage teams, projects, recruiting and finances from one location. Improve productivity through suggested insights and automate workflows to increase customer engagement.
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CloudBlue PSA, formerly HarmonyPSA, is a professional services automation software. It provides simplified catalog management and expanded product reach. Manage product lifecycles from sales leads to contract renewals, on-premise or in the cloud.

Incorporate different time zones, currencies and tax jurisdictions for seamless international operations. Gain time by automating administrative tasks and integrating with existing workflows. With adaptive subscriptions and market-ready solutions, retain subscribers and brand the customer experience. Supply vendors with preconfigured tools while accessing new selling verticals.
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$99/User, Monthly
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$9,000 Monthly
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Windows
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Product Assistance

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Videos
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Knowledge Base
24/7 Live Support
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Product Insights

  • Improved Resource Management: Allocate resources efficiently by matching skills to project requirements, reducing downtime and maximizing productivity.
  • Enhanced Project Visibility: Gain real-time insights into project status, budgets, and timelines, enabling proactive decision-making and timely interventions.
  • Streamlined Billing Processes: Automate invoicing and expense tracking to ensure accurate and timely billing, reducing administrative overhead and improving cash flow.
  • Optimized Workforce Utilization: Monitor and adjust workforce deployment to ensure optimal utilization, minimizing bench time and increasing billable hours.
  • Comprehensive Financial Management: Integrate project financials with core accounting functions to provide a holistic view of financial performance and profitability.
  • Scalable Solution: Adapt to business growth and changing project demands with a flexible platform that scales with your organization.
  • Enhanced Collaboration: Foster better communication and collaboration among team members with integrated tools for sharing documents, updates, and feedback.
  • Data-Driven Decision Making: Leverage advanced analytics and reporting capabilities to make informed decisions based on real-time data and trends.
  • Improved Compliance: Ensure adherence to industry standards and regulatory requirements with built-in compliance features and audit trails.
  • Reduced Administrative Burden: Automate routine administrative tasks, freeing up time for strategic activities and reducing the risk of human error.
  • Enhanced Client Satisfaction: Deliver projects on time and within budget, improving client satisfaction and fostering long-term relationships.
  • Seamless Integration: Integrate with other enterprise systems such as CRM and ERP to create a unified, streamlined workflow across the organization.
  • Customizable Dashboards: Tailor dashboards to meet specific needs, providing stakeholders with the information they need at a glance.
  • Proactive Risk Management: Identify and mitigate potential risks early with tools for risk assessment and management, ensuring project success.
  • Enhanced Forecasting: Improve project forecasting accuracy with predictive analytics, helping to anticipate future resource needs and financial outcomes.
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  • Streamlined Operations: CloudBlue PSA automates routine tasks, allowing businesses to focus on strategic initiatives rather than getting bogged down in day-to-day operations.
  • Enhanced Collaboration: The platform fosters teamwork by providing a centralized space for project management, ensuring all team members are on the same page and reducing the likelihood of miscommunication.
  • Improved Financial Management: With integrated time tracking and billing features, CloudBlue PSA simplifies the invoicing process and provides real-time visibility into financial performance, helping businesses manage their cash flow more effectively.
  • Increased Customer Satisfaction: By streamlining service delivery and enabling faster response times, CloudBlue PSA helps businesses improve their customer service, leading to higher satisfaction rates and repeat business.
  • Scalability: CloudBlue PSA supports businesses as they grow, easily adapting to increased workloads and more complex projects without the need for significant additional investment in IT infrastructure.
  • Data-Driven Decision Making: The software offers comprehensive reporting and analytics tools, giving businesses the insights they need to make informed decisions and optimize their operations.
  • Enhanced Resource Management: CloudBlue PSA provides tools for more effective resource allocation, ensuring that the right people are working on the right projects at the right time, thereby maximizing productivity.
  • Reduced IT Complexity: Being a cloud-based solution, CloudBlue PSA reduces the need for on-premise IT infrastructure and the associated maintenance, leading to lower IT costs and complexity.
  • Improved Project Visibility: The platform offers real-time updates on project progress, making it easier for managers to monitor deadlines, budgets, and overall project health, and to intervene promptly when necessary.
  • Customization and Integration: CloudBlue PSA can be customized to fit the unique needs of a business and integrates seamlessly with other tools and systems, enhancing workflow and productivity.
  • Security and Compliance: With robust security measures in place, CloudBlue PSA ensures that sensitive data is protected, helping businesses comply with regulatory requirements and giving them peace of mind.
  • Global Accessibility: Being cloud-based, CloudBlue PSA can be accessed from anywhere, at any time, enabling remote work and ensuring that team members can stay connected and productive regardless of their location.
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  • Expense and Revenue Tracking: Control spending using the Mobile Expense Capture tool to scan and upload receipts on the go. Analyze expenditures or approve budgets according to user controls. Oversee lifecycles for all projects and customize billing schedules, rates or exceptions. 
  • Project Management: Assign team members to activities based on skills. Configure or modify processes without coding knowledge. Monitor roles, revenue and hours linked to each task. 
  • Workforce Management: Provide flexible support to employees using personalized pay options like period salary or multiple one-time payments. Simplify time tracking with the mobile and web time clock that includes geofencing. Monitor and approve timesheets quickly by viewing highlighted anomalies and automating approvals. 
  • Employee Self-Service: Set up direct deposit without an administrator. Request time off or check balances and accruals through mobile and voice self-service. Update personal information, view updates or pay and benefits at any time. 
  • Reporting and Analytics: Using global data to scale workforce needs, anticipate staff absences or changing employment regulations. Improve business performance by building competitor benchmarks into reports. 
  • Integration: Integrate with SAAS apps or with third-party tools such as Salesforce. Submit expense reports from Slack or Microsoft Teams. 
  • Performance Management: Upskill employees and recommend learning modules or job opportunities. Apply predictive talent insights to coaching sessions and set performance goals. Develop career plans and schedule follow-ups. 
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  • Holistic Overview: Determine beneficial solutions through 360 degree views of tasks, clients and revenue. Use real-time updates of project pipelines or expenses to scale capability and examine customer metrics to track profitability. 
  • Lead Analyzer: Generate leads automatically using website traffic data. Manage marketing analytics and track revenue from lead generation to contract renewal in one dashboard. 
  • Adaptive Billing: Create flexible subscription plans or incentivize bundling products. Secure revenue by using auto-renewal and monitoring contractual changes. Automate billing processes and manage sales, finance and operational processes. 
  • Public Supply Chain: Publish items on AWS, Azure and Google Cloud platforms. Maximize profit by offering XaaS bundles and set order parameters to streamline fulfillment and increase product availability. 
  • Marketplace Management: Equip partners with a branded storefront and customized catalogs. Manage global sellers through unified onboarding and provide product training on co-sell items. Create shareable tools and network with new partners to expand customer segments.  
  • Vendor Management: Collaborate with suppliers and enroll new vendors from one centralized place. Offer flexible contract options, create promotional packages and customize offer plans with existing distributors to drive engagement. 
  • Inventory Management: Distribute product information with consistency across all channels. Align with competition by offering market-based price points.  
  • RMM Functionality: Perform system analyses, sync assets or automatically manage tickets using integrated MSP software. Access reports or set system-wide policies such as alerts and canned responses to resolve concerns faster. 
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Product Ranking

#94

among all
PSA Software

#123

among all
PSA Software

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Analyst Rating Summary

80
85
68
100
100
100
89
78
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Dashboard and Reporting
Resource Management
Time and Expense Management
Project Collaboration
Platform Capabilities
Customer Relationship Management (CRM)
Dashboard and Reporting
Time and Expense Management
Project Collaboration
Project Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Workday PSA
CloudBlue PSA
+ Add Product + Add Product
Customer Relationship Management (CRM) Dashboard And Reporting Mobile Capabilities Platform Capabilities Project Collaboration Project Financials Project Management Resource Management Time And Expense Management 68 100 89 92 97 86 66 100 100 100 100 78 86 90 84 90 90 92 0 25 50 75 100
45%
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55%
100%
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80%
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20%
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40%
93%
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87%
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80%
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86%
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14%
86%
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14%
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33%
92%
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8%
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86%
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11%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

50%
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50%
65%
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35%

User Sentiment Summary

Great User Sentiment 26 reviews
Excellent User Sentiment 47 reviews
81%
of users recommend this product

Workday PSA has a 'great' User Satisfaction Rating of 81% when considering 26 user reviews from 2 recognized software review sites.

92%
of users recommend this product

CloudBlue PSA has a 'excellent' User Satisfaction Rating of 92% when considering 47 user reviews from 4 recognized software review sites.

4.0 (21)
4.6 (4)
n/a
4.65 (20)
n/a
4.5 (22)
4.2 (5)
5.0 (1)

Awards

SelectHub research analysts have evaluated Workday PSA and concluded it earns best-in-class honors for Time and Expense Management.

Time and Expense Management Award

SelectHub research analysts have evaluated CloudBlue PSA and concluded it earns best-in-class honors for Customer Relationship Management (CRM). CloudBlue PSA stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Customer Relationship Management (CRM) Award

Synopsis of User Ratings and Reviews

Streamlined Project Management: Users praise Workday PSA for its intuitive interface and robust project management features, enabling efficient planning, tracking, and execution of projects.
Enhanced Resource Management: Workday PSA excels in resource management, allowing organizations to optimize resource allocation, track availability, and ensure projects are adequately staffed.
Improved Financial Control: Users appreciate Workday PSA's financial management capabilities, which provide real-time visibility into project costs, budgets, and profitability.
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Streamlined Billing: CloudBlue PSA helps automate recurring billing, invoicing, and payments, which can save time and reduce errors. It also offers usage-based billing capabilities, which can be helpful for businesses that sell cloud-based services.
Improved Project Management: The platform provides tools for managing projects, including task management, time tracking, and resource allocation. This can help businesses to stay on top of their projects and ensure that they are completed on time and within budget.
Enhanced Customer Support: CloudBlue PSA includes a ticketing system that can help businesses to track and resolve customer issues. It also offers a self-service portal that allows customers to submit tickets and track the status of their requests.
Integrations: CloudBlue PSA integrates with a variety of other business applications, such as accounting software, CRM systems, and marketing automation tools. This can help businesses to streamline their operations and improve efficiency.
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Reporting Limitations: Users express frustration with the inflexibility and limitations of Workday's reporting features, particularly when trying to create custom reports or extract specific data sets for analysis.
Complex User Interface: The system is often described as being difficult to navigate, with a steep learning curve for new users and even experienced users struggling to find specific functions or complete tasks efficiently.
Integration Challenges: Integrating Workday PSA with other systems can be a significant hurdle, often requiring extensive customization and support from Workday or third-party consultants.
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Clunky UI: The user interface can feel outdated and cumbersome, making navigation and task completion less efficient than it could be. The platform's visual design and layout may appear dated compared to more modern software options.
Customization Challenges: Adapting the platform to specific workflows or unique business requirements can be difficult due to limitations in customization options. Users may find it challenging to tailor the system to their exact needs, potentially leading to workarounds or compromises in their processes.
Reporting Limitations: Generating reports or extracting meaningful insights from data may be hindered by limitations in the reporting capabilities. Users might encounter challenges in creating custom reports or accessing the specific data they need for analysis, potentially impacting decision-making processes.
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Is Workday PSA the workhorse of PSA solutions? User reviews from the past year suggest that Workday PSA is a strong contender in the PSA market, particularly for larger organizations with complex needs. Users praise its robust feature set, highlighting its comprehensive financial management capabilities, seamless integration with other Workday products (like HCM and Financials), and powerful reporting tools that provide granular insights into project performance. For example, users mention the ability to track project profitability in real-time and proactively identify potential budget overruns as a major advantage. However, this robust functionality comes at a price. Users frequently cite Workday PSA's complexity and steep learning curve as drawbacks, suggesting that it may not be the best fit for smaller businesses or those with limited IT resources. Some users also express frustration with the platform's user interface, finding it less intuitive than competitors like FinancialForce PSA or Projector PSA. Despite these criticisms, many users maintain that Workday PSA's strengths outweigh its weaknesses, particularly for organizations already invested in the Workday ecosystem. Its ability to unify financial, HR, and project data into a single source of truth is a powerful differentiator that enables data-driven decision-making and streamlines operations. In conclusion, Workday PSA is a powerful but complex solution best suited for large, enterprise-level organizations with the resources and technical expertise to maximize its potential.

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CloudBlue PSA emerges as a compelling contender, particularly for tech and service-oriented companies. User feedback from the past year paints a picture of a platform celebrated for its user-friendly interface and robust feature set, encompassing project management, time tracking, billing, resource management, and customer relationship management. Reviewers frequently highlight the software's ability to centralize internal systems, streamlining operations from sales to production, enhancing client communication, and simplifying revenue and invoicing processes. The service desk workflows receive consistent praise for their efficiency and modern design, making CloudBlue PSA a top choice for businesses prioritizing streamlined operations. However, no software is without its drawbacks. Some users note limitations in customizing screens for end-users, potentially leading to confusion among employees navigating unfamiliar fields and options. Additionally, while CloudBlue PSA offers integration capabilities, some reviewers express a desire for more extensive integration options with other systems. Despite these limitations, CloudBlue PSA stands out for its comprehensive customer management features, providing a holistic view of each client, including quotes, orders, invoices, tickets, inventory, and projects. This 360-degree perspective empowers businesses to manage customer relationships effectively at all levels. Ultimately, CloudBlue PSA appears best suited for small to medium-sized tech and service businesses seeking an affordable, user-friendly, and feature-rich solution to manage their operations and elevate customer satisfaction.

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