Basware Procure-to-Pay vs. OpenAir PSA vs. Zoho Projects

I would definitely recommend using Basware Purchase to Pay in your organization, it handles high amounts of invoices efficiently and you can perform your work with ease. I am acting as a Basware superuser in my team so I know this software thoroughly and it rarely gives any issues, even errors are described in a clear way so the user knows what needs to be resolved/what is missing.

Incentivized

This product is well suited for an organization that is focused on client services, project delivery, time tracking, expense reporting, and revenue recognition. From a pure project management perspective, this product is not as feature rich as say Microsoft Project Server. For organizations that are looking for detailed complex project plan and resource management (along with resource leveling, etc.), this is probably not the best suited product

Incentivized

My work involves projects of 5-15 people with numerous projects running simultaneously. Prior to Zoho, I did not have a central location from which to view all project statuses at once. Zoho looks to provide this and also looks like it will deliver. I am anxious to see how our organization's use of it develops. At this time, I feel I am likely to recommend Zoho Projects because my organization has made great software decisions in the past so I have a level of trust already that the research has been done that Zoho is the best solution for our line of work.

Incentivized

• It's easy to process invoices in a very short amount of time due to the fact that you can save your frequently used fields as favorites
• The system is extremely easy to use as there are only a few steps required for complete processing of invoices
• The ability to create and save templates of commonly used coding makes coding of invoices is fast and easy
• Often times no interaction is even needed for invoice processing as received items and POs will match up on the back end with no intervention

Incentivized

• Netsuite OpenAir PSA is highly configurable and has a large ecosystem of assets to work with.
• Tasks are easily designed to automate processes in your business workflow.
• OpenAir is designed in such a way that it can communicate and receive information from external systems without having to re-engineer your systems to make them work if you are following standard business practice.

Incentivized

• We use it to manage our sales orders as there are lots of moving parts which are necessary to get client orders done properly.
• I use it anytime I have a new idea I want to put into motion. As I can create a list for brainstorming, feedback, specific actions necessary in order to test and or implement the idea.
• Unrelated to business, it's a great way to plan travel in order to make sure you don't forget those important things like passport, flight arrangement, client meeting confirmation, and meeting prep as far as what specific documents or things do you need to bring with you.
• And since everyone is on the go and expected to keep up with work, the mobile/tablet app makes it a breeze to keep up, work on, and create new projects.

Incentivized

• Once you cancel the document in "cancellation queue" it cannot be restored or viewed.
• Sometimes but relatively rarely the program opens slowly.
• In rare instances the program freezes and needs to be restarted.

Incentivized

• Compared to QuickArrow, setting up reports to reflect the data accurately seemed to require a bit more consultant time and collaboration. Getting the numbers correct is essential, so budget extra time for this iniative. We also learned that certain calculations can not be displayed in the executive dashboards. Ask these questions upfront to ensure your dashboards are complete for your needs (again, working backwards in the preparation stages).
• Compared to QuickArrow, NetSuite OpenAir PSA falls short in the resource management capabilities. UI, flexibility, and scheduling options all could be improved. This is on their roadmap, timeline yet to be defined. Scheduling is vitally important to our company and this is THE area where we feel is the applications weakest. However, the application does provide everything critical to scheduling and provided the elements we needed in order to be successful. We altered our scheduling process accordingly.
• During our System Administration 3 day online training, when a question was asked about detailed functionality, sometimes the trainer would share..."Yes, OpenAir has a configuration for that. Just inquire with your consultant and they can flip that flag in your instance." The responsibility for obtaining these special application configurations was placed on the System Admin [in training] to ask and to take notes. If your company needs the application to work a certain way, speak up and ask your OA consultant. There seems to be MANY flags that can be flipped in the background to allow for the system to meet your needs. My complaint is that these are not published, rather made available if one inquires.
• OpenAir is able to generate invoices directly and we strongly encourage using this feature to keep everything housed under one application. However, this did not work for our organization and we leveraged a financial integration. A bit of a pioneer integrating with Softrax -- the integration works well, however is quite fragile. We do receive appropriate support when needed, but would prefer the integration to be a bit more stable. We recommend integrating with their stated supported financial systems, as staying the course will likely net a more stable integration.

• There is no ability to add custom fields in the "Bugs" module - for example, if we want to add fields such as Version Number.
• Reporting is not integrated - its a fairly expensive add-on.
• There is no easy way to track actual and completed dates for tasks - so historical variance analysis is not easy.

We will continue using product and continue renewing as it is widely used product and it has been well adapted by users in our organization. The product is expensive but we will use it. Hopefully the product bugs will be fixed in future and they will provide more HA architecture feather for Basware.

Incentivized

It all depends. We are still looking at moving our consultants to Oracle PAC, in order to get our financial systems in line (we use Oracle Financials currently). We are feeling a lot of pain with integration and segmented systems.

Ultimately,it depends on how much pain is felt there. OpenAir has given us a path to follow on from QuickArrow. I foresee either moving onto Oracle PAC by end of calendar, or staying on OpenAir.

OpenAir to Oracle integration is not easy. From a reporting and process perspective, there’s been pain from being in different systems

I've reviewed about 8 other project management solutions and Zoho Projects is the best I've seen without being overly complicated. Zoho Projects keeps getting better! Recent new enhancements makes it even easier to navigate. There are new keyboard shortcuts that cut my time way down. The tools are very easy to use.

In this day and age I should not have to read a manual to understand a product. It should be intuitive to administrate and perform basic tasks. It feels like a ton of intelligence was poured into making OpenAir feature rich but no where near as much attention was given to the user experience.

Incentivized

Zoho Project has been very user-friendly. As a small business, we have a diverse group of people with varying skill sets. This platform has been easy for our team to learn, implement, and succeed with. The mobile version is also very handy for our team.

The system up time was reliable and that was never anything we ever had any concerns/issues with.

Has not been down to my knowledge.

The performance was acceptable. If you had a very large data set you were working with it might take a little longer, but within reason.

Speed meets my expectations.

As an admin, I've had more contact with OA support than most. I've found their response to tickets typically timely and helpful, however many of the responses to tickets are "we will file an enhancement request" and then I never hear about it again. So not terrible, but not a very fulfilling experience.

Incentivized

Although it might lack intuitiveness, once you get a hang of how Zoho Projects works, you can do a LOT. The impact good project management has on profitability is huge, and it has helped not only improve communication and coordination when working on a project, but more importantly have adequate tracking of time, due dates and potential bottle necks

Incentivized

Very knowledgeable and able to articulate how other customers configured the solution to meet their needs as well as the best practices they recommended.

We did a 3 day online remote course back in April. NetSuite prefers training to occur before migration. We went over the functionality of tool and three months later we migrated. Personally, I didn’t find it that beneficial. Certain parts of it were beneficial as they applied to me – talked a lot about invoicing capabilities that didn’t apply to me. They also have knowledge base / e-learning assets, but I haven’t referred to them

It went fine. Everything came over the way we wanted. In addition to migrating the current projects we wanted to migrate historical data – did that seamlessly. The finished product looked pretty good – just needed to tweak – and they helped us with that

Basware was not my selection as I was not with the company at the time. It was easy to learn and we have maintained a good working relationship with Basware. It is a very good way to process the workflow of invoices from start to finish

Incentivized

OpenAir accurately reflects changes in real-time as well as lends itself to see where a draw is at, when payment is expected and what percentage of the contract has been billed or approved to date. This helps with project billing and tracking as well as cash flow. Quickbooks lacks the ability to show progress draws, approved changes, and pending changes on a given project where OpenAir excels.

Incentivized

Zoho Projects provides a more limited set of functionality and customization options than other task/bug trackers on the market, but what it lacks in functionality it makes up for in ease of use. It probably has 80-90% of the features of its competitors but takes about a third of the time to get up and running and realizing value.

Incentivized

Once the system is setup, it's easy to manage and maintain.

• faster processing of invoices due to short step process
• it's user friendly so not much training is needed to use the system
• templates and favorites decreases time spent

Incentivized

• It covers our requirements for time tracking and project/resource management better than the previous solution we used.
• Project managers are happier having this tool for their job and also because it is running on the cloud as opposed to running on-prem.
• It doesn't help in any way improving the "chasing" of the people that don't submit their time-sheets in time. This one stayed the same as before.

Incentivized

• We needed a system to organize our growing business, so anything was better than what we had, which was nothing.
• Recording time spend is a huge reason for using project software. It has made me aware of the tasks that are taking too long and where we are not being profitable as a company.
• It has kept our team accountable for what needs to get completed and when projects are not in motion or completed timely. It's helpful to know in order to get billing out faster.

Incentivized