TaskRay vs. Unanet ERP for AE

TaskRay is a great solution for small to medium sized businesses running multiple projects at the same time. It is very cost effective and their development team is actively adding new functionality regularly. If you prefer working from a tiled Kanban board view, this is highly worth evaluating.

Incentivized

Compared to other accounting software, I think InFocus offers more functionalities and it's very user friendly. It's a cloud based solution you can easily access remotely, and the connection speed is quite fast. It integrates project management data and financial data, which is important for an engineering company like us.

Incentivized

• Onboarding Templates
• Scheduling Onboarding tasks and assignments to client and employees
• Creating project logs so that everyone knows what is being worked on

Incentivized

• Functionality - compared to some other software, it's a breeze to make modifications in InFocus.
• Integration - it's a pretty smooth implementation from our legacy system Deltek.
• User friendly - it's cloud based, easy to access from anywhere, connection speed is fast.

Incentivized

• Unfortunately TaskRay does not allow us to share templates externally with customers.
• We have employees all over the world and we don't think TaskRay will support other languages such as Japanese. Note, I am speaking with a sales rep next week to confirm this, so we may be incorrect.

Incentivized

• The report module can include more canned reports.

Incentivized

It's hands-down the best PM tool we have ever used. Nothing compares in ease of use and being easy to learn. It also looks great and makes sense immediately

Incentivized

Easy Easy Easy to use

Incentivized

I have not had many support issues but when I have, they have been courteous helpful, and solved the issue

Incentivized

Again, just like the app, the implementation was very easy.

Incentivized

We are still in our year long evaluation process. But TaskRay has been the easiest, and most successfully adopted tool so far. Even if we do not end up choosing TaskRay, I do not regret implementing the system or the experience working with the team at TaskRay. The only reason we may not end up going with TaskRay is lack of templates and slightly stunted reporting features (this is mainly due to Salesforce limitations). Our organization is growing so quickly, we need to consider tools that are better able to regiment processes in a larger group of Customer Service Representatives and give management more detailed insight into those activities.

Incentivized

I prefer InFocus over other products.

Incentivized

• It was highly effective in organizing projects and sprints.
• Time cards were easy to manage.
• TaskRay's integration with Salesforce is a huge win as well as you can leverage workflows, approval processes, and alert notifications.

Incentivized

• Improves efficiency.
• Increases productivity.

Incentivized