CoreIntegrator Workflow vs. Formstack Forms vs. SAP Concur

I have found CoreIntegrator to work well for our needs as an Accounts Payable workflow solution. The system was implemented with very little internal technical assistance. It can be administered by a business user without a great deal of technical knowledge because the CI support staff is knowledgeable and helpful.

Formstack makes it easy to create a variety of forms. I have used it for event interest and registrations, email list sign-ups, and surveys. I have found it easy to customize, and easy to export data for import into other systems (e.g., CRM).

Incentivized

SAP Concur is great for large organizations because of it's built in approval process functions. It is great tool for expense reports and any company where employees need to book travel. I imagine that the tool would be more tricky to use for those who are less technically savvy since there are many tabs and it is sometimes tricky to navigate.

Incentivized

• Integration to Great Plains
• Simple to use

• Allows for unique situations. As a school, we don't have the luxury of being cookie cutter. Neither do our forms.
• Support. If we don't know how to do it, their support team has been very helpful and actually attempts to understand the issue on hand.
• User friendliness. In our field we have a phrase: "what if you get hit by a bus?" With Formstack, you can "get hit by the bus" and someone else can jump in and still keep things running (this is used as a phrase for illness, not termination).

Incentivized

• Self service and easy to navigate
• Available on all mobile devices
• Provides travel options such as airlines for the destination with several options
• Automatically define check in and check out dates and time for hotels
• Reminds users to book other travel related activities

Incentivized

• The system administration is somewhat difficult for someone that is not highly technical.
• Deleted or removed items appear in search results.

• Setting up our multi-step form took some getting used to. Some of the branching logic configuration wasn't as intuitive as would be ideal.
• Since we were pushing data directly into Hubspot, I found it cumbersome to deal with data storage limits within Formstack. I would get frequent notices that new responses were not being stored in Formstack and that I needed to upgrade or delete data. I got tired of that.
• More/easier support for custom fonts would have been a huge plus. We were able to customize the form's appearance, but had to make some concessions in that regard.

Incentivized

• For a new user of SAP Concur, it becomes difficult to file the first reimbursement as that person is new to the application and probably, one needs to to go through the instructions to get used to it. So, user interface can be improved and could be tried to make more interactive. Other than that, it's all good to go.

Incentivized

Our user base has come to rely on Formstack to get forms done. The Formstack tools make it easy to start from scratch or copy an existing form to "quick start" a new, similar form. The price is right and frees up IT staff to do more transformative work.

Incentivized

Now that we are fully on Concur, switching is not an option. Concur has become ingrained in our expense reporting process. Furthermore, Concur continues to improve its offering. Each month, they release updates and changes, many of which were client requested. Concur's constant evolution means it is adapting with my business

Incentivized

It's easy to learn how to use, generally easy for clients to use, and overall I've never had an overwhelmingly negative experience with it. While there are a few tweaks that could make it really shine, Formstack Forms serves almost all our needs and we're super happy with it.

Incentivized

I think it is very easy to use, especially once you are acquainted with it. I think the UX could be improved so some things, like accessing old reports, are more intuitive once you learn it though it is not difficult to replicate.

Incentivized

In prior years I would have given them a 9.5 for availability. Unfortunately in 2015 so far this rating has dropped to a 7 overall.
We have experienced far too many interruptions - from admins to employees who rely on it for day to day booking of travel and submission of expense reports. Server errors, slow system response time and spinning wheels are too common place. Those things should be a rare occurrence, not a daily interruption.

While Conur still has great product offerings overall, they are currently not offering world class or best in class product (and customer service) availability. Remaining hopeful they step up and get their A game going again soon.

Incentivized

Performance-wise, it's good, loads pages quickly, and reports are highly accurate and easy to understand. Also, we can generate custom reports as needed, and we have integrated with a few other apps, and we have not seen any downgrade in performance.

Incentivized

Sometimes we receive slow responses.

The agents in the original group, especially the ones in cahoots with the developers, are really solid and know what they're talking about--I'm looking at you, Collin. The 'Tier 1' support agents that typically reply to the tickets are really spotty. If you have an overly technical question, i.e. bugfix, or describe a feature from a few years back that randomly disappeared, these agents typically will give you what feels like a generic reply and not know what you're talking about.

Incentivized

I have never had to use customer support when using Concur Expense - the UX could be a bit nicer on the eyes or easier to understand, but there have never been any problems when using Concur Expense that I have had to ask or reach out to customer support to help me with anything.

Incentivized

My Seniors were the ones who taught me about Concur. Concur Support team has sent me training links and answered me in their tickets too. Usually they are helpful and knows their stuff. There are times when webex meetings is conducted for reporting training. They were very patient and took down all the details from me.

Incentivized

I can use it after that training, so it fits the purpose.

Incentivized

We implemented on one of the earlier versions. Through continuous engineering improvements, the interface keeps getting easier and more intuitive. Therefore, later implementations keep getting easier and better.

Incentivized

There are different implementation teams for each module of the product you purchase, so implementation is not a 'one size fits all' environment. Also, the different implementation teams have different ways of doing things, so Concur could stand some standardization and streamlining in this area. A Project Manager can make or break an implementation so don't be scared to ask for a new one if things are rocky.

Incentivized

We didn't review another product because CoreIntegrator so perfectly met our needs.

Incentivized

Drupal is a much more customizable platform, however you must have someone build the forms first and then you can work with them if you do not have the programming knowledge. If you have any changes to make, it can sometimes be both a time consuming and difficult process. Formstack is much more efficient if you do not have an in house programmer.

Incentivized

Expensify and Zoho Expense work for small and mid-size businesses. Big multinationals do not receive benefits from the apps. Coupa is good as a solution for organizations with non-SAP leading systems. If you plan to use SAP ERP as the main/lending system then SAP Concur is the best solution, mainly for its native integration with SAP ecosystem.

Incentivized

This program has been very helpful, user friendly and has been a great asset to use to assist with time management. Not only are leadership involved with using this program but all staff as well. This is also a great way to hold each accountable. Easy startup with not many means for hands on training

Incentivized

• Time saving outweighs the cost.
• Ease of use is so much better than most software solutions.

Incentivized

• Positive - ability to analyze submission trends - e.g. when a marketing email is sent, looking at increased form viewing and submissions in relation to the sending of the campaign.
• Immediate response - those that submit forms receive immediate response that their form has been submitted.

Incentivized

• Concur's automation has produced impressive efficiency improvements, which have decreased the time and effort required for expense management.
• Manual errors and policy violations have decreased, which has led to cost savings.
• We now adhere to corporate regulations better, which lowers risks thanks to Concur's policy compliance checker.

Incentivized