Emburse Certify vs. Workday Strategic Sourcing

Certify is not well suited for multi-dimensional ERPs. Although Certify 'offers' general ledger dimensions GLD, the use of them is extremely limited. Filtering on any GLD can only be done once. There is not the possibility for creating hierarchies with the dimensions. The only method of exporting is via a flat file or the open API, which I understand is quite limited. This software is for a smaller scaled business that is not trying to track across dimensions or create hierarchies. Data flow is one directional. I cannot emphasize enough the shortcomings of the reporting. The parameters are mostly based on expense dates rather than expense reports. There are entirely too many of them, and some of them perform the function!

Incentivized

Scout RP is wonderful to help keep an RFP very organized. It is excellent to have a single version, so that all team members helping compile an RFP response have a single place to know that they are on the current version. If a company doesn't want to respond within Scout RFP, it's my understanding that the RFP information can be exported from Scout RFP, compiled in a different tool (like XLS), and then pulled back into Scout RFP for submission. From a collaboration standpoint, there's not an easy way to "assign" questions or items. Sometimes at my company, we need different experts to answer different questions. We have to use another tool, like email or Slack, to let that person know he/she needs to answer. However, in other tools, a certain block can be assigned to the person internally within the tool.

Incentivized

• Integration with Amtrav or other travel booking systems. Certify has a tight integration with travel systems that makes it feel nearly like one cohesive tool.
• Easy expense options. Use OCR on receipts, import from credit cards and merge items, approve and inquire about expenses. Track your submissions.
• Easy UI. Friendly and easy to navigate without getting lost.

Incentivized

• Contract Pipeline
• Contract Management
• Supplier Onboarding

Incentivized

• Reporting: I would like to see more chart availability from the program. We include various data points from Certify in our monthly financial statement package. Currently, we export data from the program and create our own pivot tables to create charts.
• Dashboard feature: It would be nice to be able to use the data for a specific date and then be able to print that information.
• Can't think of another one. As stated before, they listen to their customers so prior issues have been addressed and implemented.

Incentivized

• No way to flag where I need an internal colleague to review or add to an answer
• No way to assign items to an internal team member for that person to answer a question
• No status bar of the remaining items not yet answered

Incentivized

If the integrations with our card programs had succeeded, I expect [Emburse] Certify would have worked well for expense submitters and approvers. During the short time that the American Express Business integration was active, transactions flowed smoothly, and the expense reporting and receipt matching functions were quite good. The [Emburse] Certify mobile app was particularly powerful and easy to use.

Incentivized

The measure of support is how well they respond when you really need them, like when the system is not performing correctly. We have been on the platform less than a year, and there have been at least 2 instances, where the platform was down. The 2nd time was the day before out fiscal year end. And they need a development website. When they are making changes to your LIVE instance, and things go wrong, the client is the first to know about it! I've come to understand that Certify has tiers of support. Those in tier 1, barely know more about the software than the users. I sent a request for a report that shows expense reports currently pending approval and after 5 days of back and forth I was told to build it myself.

Incentivized

Before Certify, there was only manual expense reports entered for our company. This took too much time for employees too finish and caused a delay of efficiency. With Certify, it is easier to access and finish each report with the right amount of effectiveness and efficiency it needs. Certify is really helpful in saving a lot of time for employees that do not have time.

Incentivized

I have only used RFPIO to facilitate searching for RFP answers. I have used Scout RFP only to respond to customer RFPs. I assume they have functional overlap, but my interactions with each have not included this functional overlap. For each tool's respective use, I have found them very simple, intuitive, and helpful.

Incentivized

• The organization and automatic flow of the expense report to approvers and then AP saves time for all. The user has agreed that it is easier and quicker to prepare the expense report and the managers and AP department finds the automated process to be quicker and more efficient. Time saved is money saved.
• Certify can recognize if a duplicate expense is submitted or if an expense is submitted too late to be reimbursed according to our policies. This prevents us from reimbursing an expense in error.
• We use a customized report to track a specific type of expense that gets submitted by our sales team. There is a limit on what can be spent on specific expenses that fall into an entertainment category and the report helps us to stay within the limits. Previously, without this tool, we had spent so much more time manually tracking these expenses and had gone over the limits, creating a deficiency in our processes.

Incentivized

• Contract Management has saved a ton of time and energy
• Reporting has been helpful
• Spend management has improved over time

Incentivized