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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Replicon Polaris PSA
Score 7.5 out of 10
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Replicon Polaris PSA is a professional services automation platform containing project management, expense tracking, and billing features, from Replicon headquartered in Redwood City, California.
BQE CORE is well suited for someone that wants to overpay to keep track of time, invoicing, and standard financial metrics. BQE CORE has the opportunity to be a really robust operating system for an architectural practice that wants to understand how projects are going, how they can improve as a studio, and move forward in providing great impact to their clients, all the while, spending less time in a boring software that no architect wants to use. BQE CORE can feel like a necessary thing for a studio to be managing growth well. But it also can be a lot of fun, intuitive, and exciting for an architect that just wants to be an architect. It can be a learning tool. However, it's too clunky, it isn't flexible, only reactive, and backwards looking for KPIs. To integrate with interesting equations of how a firm can look at project success, turn it into a dashboard for the entire studio, that would be fun. The banking cloud feed is one of the worst I have experienced. The lack of reporting customization is awful. And the amount of redundant information that has to be put into a project that you actually want to have phases in, track your allocations, and manage it, is entirely too cumbersome. BQE Core has an AWESOME foundation. But to build the proverbial house, we gotta care about the craft.
It is perfect for inputing time sheets, time offs and expenses. It is hosted on the cloud, so accessible from anywhere, and even from mobile. It should nonetheless do just that, as it is not suited to track the work that you are doing or details about it. It is completely useless in that case.
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.
Startup training is available (& you need it so that you get off to a great start)
A report that shows the key setups for a project that can be glanced over quickly to assure it is correct
A way to set a new start date for the dashboards and data set, or a way to default old bad data to a default so reports run without bad data showing up.
Though the technical support staff are always very nice, sometimes they don't seem to understand exactly what the issue is based on our explanation. There have been several times when I've ended up solving the issue on my own without their assistance, despite numerous emails and phone calls. Could be a language barrier issue, perhaps they could receive more training in how companies are actually using the software on a daily basis.
Employee time sheets have to be approved by project managers and supervisors prior to my final approval. However, when viewing the time sheets in list form, there is no way for me to tell whether a time sheet has been approved by everyone else. I have to manually open each one and hover over the approver link. It would be helpful if there was a column in the list showing which approvers still need to approve it.
There have been a few times when time sheets were accidentally deleted by approvers. In order to retrieve them, we've had to contact Replicon support and have a backup instance of the information created. It would be great if perhaps there was some sort of archive or recently deleted section that could be accessed right away without having to go through Replicon support, a folder or something that would hold on to recently deleted files for a few days or a week just in case they needed to be retrieved.
Some of our projects have more than one project manager. Replicon currently allows for co-managers to be assigned to a project, but this status does not seem to include that co-manager in the approval of time sheets and expenses. We have had to manually create an approval path to include that second manager. It would be nice if co-managers would automatically be included in those approval paths.
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.
Navigating CORE is a breeze as the tool is visually organized well. Improvements need to be made to filtering. A more intuitive approach would help with generating reports and utilizing the resource allocation and forecasting tabs. Filtering by resource groups on these tabs are broken which is a huge inconvenience. Overall, though, the tool is easy to use as a whole, and the support team is very responsive and always available to help when you have a question.
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.
I have never needed to contact support for this product. Although it is suggested I skip this question if I have no applicable experience with it, I don't have the option to skip it. So I will instead attempt to get 50 words in this box as explanation for that.
I am a user and was not involved in the decision making. Tool was already in place when I joined. But comparing to other tools I have used in the past, BQE is by far the easiest to use. You do not need any training to start using this tool immediately
We used to track time on JIRA on the tickets. This was good enough for time tracking, but didn't integrate efficiently with accounting software, so accountants had to replicate manually the data from JIRA to their software in order to bill clients. Using Replicon made things much easier for them.
BQE Core has allowed our growing business to manage time tracking in an effective and efficient manner. We could not have effectively kept running our operation without it.
BQE Core provides all of the reports we need to do our monthly management reporting. This allows us to quickly spot problems such as capacity overloads, receivables problems, budget overruns, or timekeeping issues.
BQE Core has supported our business objective of generating more profit from projects that we undertake by allowing us to quickly and effectively monitor budget burn rates before it becomes an issue.
