Unanet ERP AE

Pros

I like that the software is able to integrate all aspects of our business, from timesheets to expense reports, invoicing, and bill payment, etc. It is a one stop shop kind of software.

Cons

The hardest part of the software is getting it to generate the reports you want if they are not already built into the system, if you want a custom report do you do need to know some sequel background to run a report. I have also found that it is an extremely powerful tool but I am only scrapping the surface, and if I knew more information it could be even more useful. Adding custom boxes to applets to make it more specific to our business.

Pros

I like that we can build estimates and track a project from beginning to end. All costs go in and are automatically available for invoicing at markup rates. Flexible and able to have multiple price sheets. Integrated with project scheduled, resource planning, time sheet and expenses.

Cons

Interface is a little outdated. Some standard reports you get in products like Quickbooks are not present. Mobile timesheet is a little outdated but works.

Alternatives Considered

Reasons for Choosing Unanet ERP AE

Reasons for Switching to Unanet ERP AE

Pros

Simple to use, easy to roll out and report out of.

Cons

Lacked advanced features of other products in this space that might cost marginally more.

Pros

Easy to use, very intuitive, software is always available and have never had any issues with connectivity

Cons

Would love more canned reports to choose from

Pros

Ease of daily use and streamlining of all of my tasks.

Cons

there is nothing that I dislike about this software.

Pros

*Tracks project costs easily
*Many options for project set up
*Allows users to enter time and expenses from anywhere
*Electronic file attachments allowed throughout the software

Cons

*Cumbersome or lacking drill down capabilities in multiple modules
*Missing a few warning messages in critical areas such as the ability to post AP/AR to closed periods

Pros

What I like the most about this software is the fact that it is very versatile and can be customized to suit your company's needs.

Cons

What I like least about this software is that when the product needs an update the users who are in the field and do not have access to good internet are left unable to do their time sheets because they cannot get into the screens without the update being done.

Pros

Fairly easy for end users to navigate and accomplish what is needed, once accimated. Straightforward back end management.

Cons

Bit of a learning curve to get going. After that it feels more intuitive.

Pros

The software has the ability to capture an unlimited amount of data and translate that into what seems to be and infinite number of custom reports for analysis.

Cons

The software platform is dated and does not appeal to the progressive user. Functionality is excellent if all data points and selections are properly input. Many erroneous mistakes are unidentified until you reach a failed attempt to export a related function.

Pros

Gets the job done, simple enough table input method for users. Simple layout

Cons

Difficult to search and identify clients and codes. From a user (non-administrative) perspective, it can be difficult to create a summary or identify things over time without scrolling back through dates and submissions

Pros

Its flexibility, power and data retrieval ability. We have forty-five people in our company, with five office locations and six profit centers (disciplines). Of these forty-five people, more than two thirds are field personnel that are often asked to work in various disciplines or support the work in our other offices. At any one time we have a couple hundred projects open for scores of clients. Keeping track of this is incredibly difficult. We worked with Clearview for a couple of months in order to transfer our existing clients, projects, time records and accounting records to our new system. With over 16,000 historical projects and a current work in process in the hundreds of thousands of dollars, we matched to the penny. Working with them is a pleasure.

Not only is the InFocus package all that it claims to be, the folks at Clearview are great to work with. Sure there is a bit of a learning curve, but the answers are so intuitive you can’t believe you did not think of it yourself. Their support literature, training videos, white papers and support site are extremely helpful.

There may be comparable products out there, but I seriously doubt there is anything better. If there was a better product or solution, these folks would match or exceed it. We all have competition; we need competition to push us to do a better job.

Cons

Getting others in our organization to appreciate and better use this management too.

Pros

It's easy to navigate, more intuitive than other products we've used, and customizable. It's difficult to pick my favorite aspect; it's such a great product overall.

Cons

I wish user's could change the color of the Sandbox (training environment). Having it the same color as the live version can make it a bit confusing when training others.

Pros

One thing I like most about Infocus are the Gridgits on the dashboard that provide various information all in one place. I also prefer this program because of the flexibility in entering data so there is no more deleting something because you have to make a minor change. Infocus has a variety of reports that are easy to understand that provide a wide array of data. I also appreciate check processing in Infocus for Accounts Payable and Employee Reimbursables because it is very easy to use especially with the recent transaction tab. Timesheets are very easy to enter and approve in Infocus and benefits hours are easy to see for each employee.

Cons

One thing I like least is that some functionality of Infocus is not user-friendly (i.e. having to use F4 instead of Enter). I also would like to see benefit accrual more automated and payroll integration with outside software (i.e. Pensoft) made more seamless for companies that have salary plus employees.

Pros

* No need to keep software on servers on site. Everything is in the cloud.
* Local client install.
* Easy to use trouble ticket system when there is an issue.
* Since it is cloud based, it is always up to date.

Cons

* Occasional data slow downs which we have no control over because the software is running on Clearview's servers.
* The Microsoft ClickOnce technology used for the local client requires web browser ClickOnce integration which is built into Internet Explorer and Edge web browsers, but doesn't always work well with edge. You can get a ClickOnce plugin for Google Chrome, but it's not a transparent "click the icon on the desktop" scenario there either.
* No hosted SMTP server. If you want to send email, you'll have to utilize your own SMTP server, at an additional cost and there is also a charge if you want Clearview to help you set it up. This is my only real "gripe" about the service. It should come with it's own email capability for the cost and to truly be a service.
* I think it is a great Software As A Service overall, but you should know about the weaknesses going in.

Pros

Ease of use, availability of support staff, resolution of issues, suggestion forum Clearview provides

Cons

Export to excel needs manipulated often, if modified the journals will show both versions

Pros

Absolutely incredible customer service - a great team of highly skilled professionals providing a quick answer via an open ticket, a walk-thru via Webex or customization via a Work order.

Customization in data presentations, security, permissions, reports. An end user can do a desired customization him/herself or ask the Clearview team to run a script to implement it.

Constant development and training. Workshops, webinars, announcements, updates. Continuous improvement in all InFocus features and options. Clearview team always moves forward to the new advanced ways to use the system, always up to date with technology.

Cons

Whenever and whatever we like least in InFocus, we bring it up to the support team and try to change it to the way it would work out for us or find the best solution for it. In most cases it is all repairable and we get the changes we want to use InFocus more efficiently. InFocus team is open for ideas and suggestions and many improvements we asked for have been already in place and we use them routinely now.

Pros

* Reasonable setup and ongoing price per seat. Monthly billing available.

* Quick and easy setup. We were online within 24 hours and had our data converted from Deltek within 7 business days.

* Great technical support via dedicated user login message board interface. Answers/response are usually taken care of in under 2 hours for non-critical/emergency issues.

* InFocus Custom Reports and Invoice Designs can be created and edited using the SQL Business Intelligence Development Studio 2005 from Microsoft.

Cons

The only real downside so far has been speed of the interface. We had this as an onsite server and response times were awesome with our own dedicated server. I would have hoped that with SaaS that the background horsepower for their servers would be a little better than what it is. Requests take approximately 4x as long to process as when we tested it as a local SQL installation. Please keep in mind that this is a "feels like" statement and not a technically measured out in milliseconds statement.

Pros

The analytics help me to keep track of multiple data points without spending tons of time reviewing data. With a few clicks of my mouse I am able to see resource utilization in any timeframe I need, department and associate availability at a glance, projects that have budget concerns, I can see how well we are spending against our plans and easily track opportunities/proposal status at a glance. It's help make my job easier.

Cons

We use Project Planning and Resource Scheduler frequently and it works fine but I would like to see more effort go into improving the functionality of its components i.e. Earned Value, Change Order tracking and just having better tools to manipulate the scheduled data.

Pros

Once you get used to the layout its very easy to navigate and find the information you're looking for. I'm sure it can do a lot more that what we're using it for and I'm excited to see how we can grow with it.

Cons

It forces you to structure your projects specifically in order to use all of its features. At times it seems too rigid in its assumptions on how a project should be structured and we have to find work arounds. For example we might have 2 Project Managers on one project, but you can only select one per project.

Pros

I like the ease of transition from one software to another. It is a very easy software to learn and use. I have been using since 2010, and it has progressively gotten better and better. New features are always coming on board. Trust met...you will like it!

Cons

Reports are good but I required a great deal of customization to get the results needed. The one downside is that it does not have a payroll application. If you do in-house payroll, you will need a separate software to run along side InFocus.

Pros

It has all the blows a whistles SAP has to offer. For me, it was very important that InFocus had strong internal controls in order to preserve the integrity of the data. Additionally, it is very user friendly and allows for quick queries, custom reports, and third-party integration. It is a software that caters to your needs without the big software restrictions.

Cons

Currently there is nothing a true dislike. But if i had to pick one it would be statements. In order to generate stand alone statements and submit to the client it has to be done manually versus a mass email distribution. Similar to invoicing. However, if the client is invoiced on a monthly basis they would recieve a copy of their statement with their invoices.

Pros

This product has many bells and whistles. The integration between the opportunity (marketing) through proposal to accounting is pretty good.

Cons

This product is on the complicated side & not exactly user friendly. You also have to pay for training with them. There are some unique features to this program that if you don't know them, you can get lost or frustrated. There is not a good user's manual but there are some tutorials for various modules that are pretty good and customer service does get back to you in a timely manner for questions.

Pros

Metrics and planning - Ability to check in on projects in real time.

Cons

The UX is clunky. I wish it was easier and more intuitive. There's a lot of glitches - like adding staff to resource scheduler means that the staff cost is not calculated in project planning.

Pros

Was able to import data from old/so to be obsolete program (Sema4)

Cons

Need to have ability to write computer code to make changes to templates

Pros

The thing that I like the most about software is its ability to provide me with up to date information that is critical factor in making project related decisions. Also I have found ability to run numerous standard and custom reports helpful.

Cons

All of the capabilities are overwhelming in the beginning.