Case Study: Planful triples project completions and cuts backlog by 70% with FinancialForce PSA

Host Analytics - Customer Case Study

Host Analytics, a cloud-based financial planning and EPM provider, was struggling with project and services visibility while using Netsuite OpenAir with no CRM connectivity. Manual aggregation of 138 projects into 70–80 parent projects took 1–2 days each month, resource planning was poor, fixed-fee quotes were often inaccurate, and the sales-to-services handoff relied on Word documents. To address these gaps they turned to FinancialForce, deploying FinancialForce PSA.

FinancialForce implemented FinancialForce PSA integrated with Salesforce, enabling parent/child project assignments, automated sales-to-services handoffs, dashboards and detailed reporting, and forward resource planning. The solution saved the team 1–2 days a month on project aggregation, tripled project completions (from ~20 to 60+ per quarter), reduced backlog by 70% (30,000 to 9,000 hours), and improved forecasting and regional alignment — measurable gains delivered by FinancialForce.

Planful

Doug Tilley

Director of Services Operations