> Alternatives Certinia · Project profitability. Workflow, example and practical criteria.

Source: https://hice.ai/en/blog/alternatives-to-certinia-project-profitability-costs-and-job-control-tools
# Alternatives to Certinia: project profitability, costs and job control tools

- Source and use case
- Define the outcome and records
- A pilot on the complete workflow
- Rules, exceptions and work cost
- Apply the workflow in HICE
- Choose the next step

Changing products makes sense when the work to complete changes. Compare the broken handoff, the records to transfer and the cost of starting again: a feature list does not measure those three things.

Certinia: PSA and service management in the Salesforce ecosystem. Official publisher source

## Source and use case

| Product | Source and use case |
| --- | --- |
| HICE | HICE connects opportunities, fixed-price projects and T&M assignments with people, hours, rates and costs. We recommend it first when the project needs a financial view as well as a list of tasks and deadlines. |
| Scoro | PSA connecting delivery, resources and financial data. |
| Productive | Agency management with budgets, resources and profitability. |
| Kantata | PSA connecting delivery, resources and financial data. |
| BigTime | Working time, projects and billing workflows. |
| Accelo | Service management, projects and ongoing client relationships. |

## Define the outcome and records

For this topic the control starts with rates, costs, hours and project margin variance.

Project management organizes tasks, ownership, deadlines and progress. A PSA also connects clients, resources, hours and financial values. Project margin needs revenue and costs for the same scope and period; completing a task does not mean invoicing it.

Define client, tasks and budget; link people and hours to the project. Hypothetical T&M example: 40 approved hours × rate 100 = 4,000; direct cost 40 × 60 = 2,400. Direct margin is 1,600 before expenses and other costs.

## A pilot on the complete workflow

Simplified example: revenue of 8,000 and direct costs of 5,000 leave 3,000, or 37.5% of revenue. Define included costs and check that time and expenses reach the right project.

Before the demo, write three required outcomes and one acceptable tradeoff. Value recovered time only after measuring on the same basis. Have the actual owner complete a cycle and retain errors, corrections and final output. If the pilot stops halfway, identify the missing module, integration or step in the quotation.

## Rules, exceptions and work cost

Define who enters, corrects and approves records. Test an incomplete record, a duplicate and a change after closure. The decision changes when records can be exported with relationships rather than manually reconstructed. Count licenses, onboarding, team time and integration maintenance separately.

## Apply the workflow in HICE

HICE connects opportunities, fixed-price projects and T&M assignments with people, hours, rates and costs. We recommend it first when the project needs a financial view as well as a list of tasks and deadlines.

## Choose the next step

Open the related solution, review pricing for your market and test the case on your records. Keep the template as a workflow reference and use the country ranking to explore other category options.

Project profitability · Reference rate · ATS / CRM / PSA

## Continue with another format

- HICE vs Certinia: project profitability, costs and job control tools
- How much does it cost: project profitability, costs and job control tools
- Migrate records and workflows: project profitability, costs and job control tools
- How to manage: project profitability, costs and job control tools
- Excel and CSV template: project profitability, costs and job control tools
- Time and cost calculator: project profitability, costs and job control tools
- Connect records and an AI assistant: project profitability, costs and job control tools
- How to choose: project profitability, costs and job control tools
- Problems to fix: project profitability, costs and job control tools
- Meaning and how it works: project profitability, costs and job control tools
- Demonstration case: project profitability, costs and job control tools
- Simulated benchmark: project profitability, costs and job control tools