azendoo vs Upland PSA

• Software Updates - The azendoo interface is constantly being updated with new features which are helpful to our organization. For example, they just rolled out the ability to assign subtasks, so that we don't have to manually update the assignee on each step of a large, multi-step task.
• Email Notifications - azendoo provides complete customization over the amount of notification emails you receive. Some of us prefer to be emailed with each update made within a task, whereas others prefer just a once-daily notification email.
• Levels of organization - azendoo provides many tiers of structure within the platform, making it easy for us to layer levels of detail for a single project. For example, at the workspace level we can define where our teams "live" on azendoo, and at the subject level we can categorize projects for tracking purposes. With the new addition of subtasks, we now have an additional layer of organization which helps us keep track of where a task is at in its lifecycle.

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• We love that our timesheets are pre-populated with all our employee's assigned contracts and we get to control what is on their timesheet as far as funder and contract codes.
• Tenrox did very well with our integration and getting a timesheet that exports well with our payroll provider.
• Tenrox has a great email reminder system for when people need to submit or approve timesheets.

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• Despite being integrated with Google Calendar, this integration presents some inconveniences, so working with them together is not very convenient.
• It requires fairly stable internet access to avoid a slow connection with your platform.
• When performing searches, it must be done within the limit of work since otherwise no results are found.
• Its cost can be high but I think it's worth it.
• It is necessary to introduce it to the team slowly so that they can adapt to the software and thus get the most out of it.

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• Tax calculation per state tax rules. Tenrox's current capabilities relative to tax codes is extremely limited and we have to do several time-consuming work-arounds in order to apply the tax as needed for our business. What is particularly frustrating about this aspect is that our need is based on tax laws and codes set by states and I feel a financial system should be able to sufficiently structure for legally-defined tax codes.
• Tenrox Project Planning add-on module. This portion of the system has never worked as seamlessly as you would assume given they were designed to work together. We've run in to many bugs and just oddities over the years. It's very finicky in my experience. We only use TPP for a small portion of our projects - those being our smaller or need to have huge task lists per client naming requirements.
• (The bad that became the good!) In the past, we have had significant customer-service challenges with Tenrox and then Upland, however over the past several months we have noticed a marked change in this. If we had not previously experienced issues with the customer service, I would not have any issue with the level of service that we are currently receiving. Given the history, I am cautiously optimistic that our current level of customer service will continue. I think our service concerns finally reached the 'right' people and I am reasonably confident the positive changes are here to stay!

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• azendoo's integration with Google Drive has been valuable to our organization, as we are heavy users of Drive. We've been able to seamlessly attach documents to tasks which has been very helpful from a collaboration perspective.
• Training new team members - It's relatively easy to get new team members up-to-speed on what's going on in the department, as they can just log into azendoo and catch up on all of our existing projects and things coming down the pipeline.
• App - azendoo's mobile app has been great for keeping up with progress on items while many of us are out of office or working away from the office. The app has a great user experience and is much easier than keeping tabs via email.

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• Increased time tracking accuracy
• Provide accurate detail to corporate auditors for time spent on projects that can be capitalized
• increased awareness of project pain points and successes

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