BQE CORE is a business management solution built specifically for professional service firms. BQE CORE is a combination of a billing assistant, project management, and accounting solution. CORE is designed to do the hard work of delivering actionable insights directly to the user's dashboards or inbox. BQE CORE replaces the products Engineeroffice, Archioffice, and BillQuick; the functionality of these applications is now found in BQE CORE.
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Notion
Score 8.8 out of 10
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Notion aims to present users with an all-in-one workspace — for notes, tasks, wikis, and databases, from Notion Labs in San Francisco.
BQE CORE is well suited for a firm trying to get a better understanding of their project performance as a whole as well as better manage time and project resources. It is not the greatest for client management through a project or through invoicing, but it is do-able within the system.
Notion is good for a plethora of use cases. The templates that it offers give just a few established pages for common uses but these are some of my favorites:
Kanban board: we use it a lot in my company to manage tasks and meetings
Note taking: whether in a professional or academic environment, Notion is well suited to take notes of everything regardless.
Software documentation: the "code" component to insert code snippets is perfect for creating tutorials and documentation for software development.
Finance control: I use the "my finances" template to have a proper following of my monthly transactions, which allowed me to be more responsible with my money.
Inventory management: Since I own multiple peripherals and general equipment, being able to have a portable inventory of all of it that includes their original value, warranty length and current state has been perfect to know when clean, maintain or straight up replace everything.
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.
Team Collaboration. In Notion's software is the ability to see precisely who is working on a project and where. This eliminates any confusion when on calls or when working on the same project simultaneously. It is easy to tag co-workers to precise moments and build conversation streams.
Text Coding. When transitioning text from our Notion ideation and drafting boards to our website backends, the coding holds on all of the text.
Organization. Whether it's utilizing a "pin board" set up or nestling pages within pages, it is possible to keep everything organized and easy to find for every member of your team.
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.
The increase in integrations with third parties will always promote the adoption of the platform in companies.
Personalization with logos and corporate colors sometimes makes the difference when selecting a tool in a corporation.
Having multiple functionalities for working in manufacturing companies and with devices developed by third parties encourages other companies to select Notion as their flagship tool to offer implementation packages under alliances that favor its use.
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.
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.
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.
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.
Trello only has the Kanban board feature and is great for task management, while Notion has a vast array of features, is easier to use, and has a more visually-appealing interface. I choose to use Notion over Trello due to its increased versatility and greater customization capabilities.
