Certent Equity Management vs. WorkBright

Certent Equity Management is well suited in the following ways: 1. [The] software provides seamless integration to internal software. 2. [It provides] detailed reports of market equity management. 3. [The] software prepares financial equity footnotes for 10k reporting very well. 4. It helps with award modification [as] needed. 5. I enjoy doing capitalization tables.

Workbright is well suited because of the following reasons: 1. Data transmission between browser and application is highly encrypted 2. Bank grade data encryption for maximum security 3. Data is backed up at various locations 4. Database security is maintained to the highest standards with Engineers 5. Automated reminders and user correction error flow system

Incentivized

• Expense calculations – the whole accounting for equity awards is pretty technical and not real easy to follow. It does a good job of calculating GAAP expense for each award.

• Being able to share candidate information with other supervisors or team members and others involved in the hiring process.
• The convenience of filling in new employee hiring forms.
• Create groups, organize all paperwork and send to employees with just one click.

Incentivized

• There are no features that are hard to use or that I would like to see improved.

Incentivized

• Onboarding Paperwork - It would be great if there was only one website we had to log into. For example, I have to log into one to send paperwork, and then log into another domain to check the paperwork sent.
• Note Timeline - Anytime any application is touched, viewed, etc. a note is made. We also utilize the note feature to communicate about each applicant. However, it gets quite messy when their are over 40 notes and you are not able to sort or organize them.
• Attachments - Can't attach items in notes, would be nice feature for attaching images, snippets, pdfs, etc.

Incentivized

I personally like the Equity Edge software better. The reporting is better and the software easier to use. The reason we didn’t continue to work with them is we didn’t want to use E-Trade as captive broker.

Pretty easy to go through and learn on your own.

I can only remember a couple of times when cannot access the system.

We do not access support directly. We go through Plan Mosaic.

We had a 2 hour introduction to the software over a Webex meeting by Plan Mosaic, and a user guide. Plan Mosaic is a reseller.

A lot of decisions had been made already when I joined. I thought it was a fairly smooth process. You just need to make sure that you do a good job of auditing all the awards that are transferred from system to system. We did a reverse stock split that caused challenges with rounding of shares.

As an organization, we have evaluated various Equity management and accounting software before shortlisting and testing these software and finally selecting 1 software. It has a user-friendly interface that helps and encourages employee participation. Moreover, it has simple and easy-to-understand grants and reporting, which are illustrated by easy-to-understand examples.

WorkBright was selected as the primary HR software within our company. One of the main reasons it was selected is the intuitive user interface and dashboard. Additionally, the software had excellent features for the cost such as custom reporting, notifications, enhanced security, and training. WorkBright offered many features that other HR software in the same price range did not.

Incentivized

• It helps with taxation compliance, which could be a major issue.
• [The] uploaded template helps with large amounts of data [that needs] uploading in grants and helps keep a lean team in management and operations.
• [The] availability of different types of reports makes transactional activity easy.
• Accounting, reporting, and disclosures become easy.

• Huge return on investment in terms of time needed to circulate new openings nationally.
• Very positive impact on speed with which interviewer can contact prospective employees.
• Outstanding onboarding for new employees. Tick 5 boxes and all info is emailed directly to the new employee.
• Very challenging build process that took many weeks to fully integrate.

Incentivized