BQE CORE vs. Microsoft To Do

I would recommend this for our industry: architecture, engineering, or construction. I would recommend this for any larger firm with many employees or high number of projects. I would particularly recommend this for a company with projects that have budget constraints and where time tracking and expense tracking is very important. I would not recommend this complicated software for a small firm with a small amount of income or number of projects.

I think Microsoft To Do is helpful for people who don't need a lot of customization in a task manager. I prefer using 3rd party task managers that allow me to create projects with tasks and subtasks. But for a team that already uses Microsoft products and doesn't want to learn or invest capital in another task manager, Microsoft To Do covers the basics and syncs with your calendar.

Incentivized

• Invoice Collections within Billing is a great tool because of the ability to take notes and track contact.
• Invoices are professional looking and easy for our clients to understand the overall progress within each phase of their project.
• Dashboards are the best tool EVER!
• The Contact List feature within Clients setup is the perfect way to track multiple project managers within a large company that also has multiple contracts with us.

Incentivized

• Wunderlist is what you need for your to do lists. It's really simple to use.
• Allows you to set due date to your lists, share them with your team and/or create a folder to divide and organize all your list set
• Also, Wunderlist is compatible with all platform and devices. So you can always be updated on your list or work on them from wherever you are and with all the devices you have.

Incentivized

• Customizable Reporting
• Linking Project to Payment all together
• Assigning contacts to particular roles - such as Invoicing, Contracts, etc.
• Accounting Functionality - they are basically a project management accounting software, so in my opinion, they could learn some things from other accounting software such as QuickBooks etc.

Incentivized

• Viewing more than one task at a time.
• Email forwarding tasks - sometimes can be buggy and not always smooth.
• Option to show more detail on a task without clicking task - example: being able to see attachment without clicking on task to view.

Incentivized

We have been using Core for a few years now, and honestly started to look at other software systems to see what was out there. What we chose was a nightmare for migration so we never left Core. Now we have added invoicing and payments from Core instead of double entry with QBO. Still only a few cycles in but looks like it will be up to speed soon and working smoothly.

Incentivized

It's working, and doing precisely what we selected it for. The only hesitation is if Microsoft suddenly drops the platform.

Incentivized

The foundation is awesome, like I have said before, however the house being built on it, the educational resources being provided to us (more of sales pitches that don't work), and flexible workflow opportunities, is making us look elsewhere for how much we will be spending on per user. It's crazy to think how flexible they are not when it comes to user settings. Lack of integration with other sources is awful.

Incentivized

User friendly, easy to configure, and VERY simplistic. I particularly use heavily the phone app feature. While others in the room are on social media, I am reviewing my tasks and this triggers other tasks I know I need to get done. I like the sense of accomplishment of moving things to the completed pile as well.

Incentivized

I can only remember a couple of times in 4 years that Core has been unavailable.

This is one area that does need some improvement. It can be slow at time, so we had our IT look at it from our side and we had no issues, so it has to be some slowness on their side.

As a new employee and CORE user, I talk to support on a weekly basis. I have never had to wait for more than 3 min to get connect with a support rep, and all my questions have been answered. The support representatives are polite and eager to help no matter how simple your question is.

Incentivized

I have not had an issue where I needed to reach out to Wunderlist, but I know their contact and online chat is easy to access and feel confident that they would be helpful. My only worry is Wunderlist is becoming Microsoft to-do in May 2020, and I believe the app will become worse after that.

Incentivized

Make sure you have someone training you that fits your style of learning.

It does take some time to understand the options and to find the best invoice template.

Incentivized

Wunderlist giving 100% work satisfaction for me and my organization

Incentivized

Deltek Vision is far more advanced, more encompassing and offers more flexibility with what you want to do. However, it's also quite difficult to use, whereas BQE CORE is intuitive and user friendly. The trade off is worth it in some arenas but overall it's not suited for a larger fast paced company. Great for smaller companies.

Incentivized

It's a small tool compared to bigger project management software, but we found that they work perfectly together. It helps you declutter the larger PM tools, keep your smaller tasks in-line and make sure they get completed. When you're working in a creative agency, ideas and tasks are flying around, so having a tool like this that keeps you accountable and reminds you of your tasks is a must!

Incentivized

This software works on a small and large scale.

• Quick setup of new tasks under a parent project, with immediate hourly billing to it.
• Monitoring of details of non-chargeable efforts in appropriate detail
• Validation of hourly cost, billing cost, benefit cost, profitability by person and role
• Company tracking of write-off's included in corporate and project reporting, no data is "lost"
• Can track excessive work time as +PTO in lieu of pay for use as future vacation

• Its affordable enough that the limited set of problems it solves are worth the investment.
• If you already have Office 365 it doesn't really make sense unless you hate the task app.
• With Microsoft acquiring Wunderlist I wouldn't start investing in this product. I would either choose Office 365 and go with TO-DO or use a free app.

Incentivized