FileBound vs. Planview ChangePoint

Filebound is great for documents that have been archived or not needed on a day to day basis. It serves it purpose as a storage/filing system to digitize any previous "hard copy" filing system. But for the day to day accessibility, I find other programs to be more responsive and quicker to use. Also, In order to use or edit any document uploaded to Filebound, you currently have to re-download the document onto your computer to edit. If the editing capabilities were streamlined for quicker response that would also be a plus.

Incentivized

Changepoint is basic and would, therefore, work for businesses with uncomplicated requests, pretty straightforward workflows and willingness to work with an unsightly solution. It is basic, from the UI to the search option and the way the information is captured, which can be frustrating and counter-intuitive at times. It is relatively robust (i.e. I have been using it for almost 2 years and have not seen it crash once) but it does log me out when the system has been inactive for about 30 minutes - and I am only notified about being logged out upon clicking the Submit button, meaning many a line of text have been typed more than once!

Incentivized

• Filebound is easily to upload documents onto and file into the proper location. You can easily find a file on your computer and have it uploaded within seconds
• Filebound gives you customization so you can create your own folders, criteria needed to file and search for uploaded documents. You have options of file types, names, certain fields of information to display when searching for files.
• Filebound allows you to download and print your saved documents quickly for future access. There is no limit to how you can use your scanned documents

Incentivized

• Changepoint has significant reporting capabilities, though of course, the data that comes out is only as good as the data that goes in. I enjoy being able to use the standard reports to understand exactly how much a project has cost us and to compare it to how much we are charging. This allows us to more accurately set our prices. Though we have not used the report designer capability, I understand that custom reports can be designed with relative ease.
• Changepoint has a versioning capability for changes made to user profiles in the system manager, which I find particularly helpful. As a non-power user, it is valuable to be able to see what changes I have made to various profiles so that I can troubleshoot a problem down the line.
• Changepoint has significant functionality well beyond the features that we are currently using, and for this reason, I think it is affordable and a good deal. Particularly if your organization is interested in dedicating the time and resources into using all of the features around project planning, resource allocation, etc., the price is well worth the value.

• Searching for Documents. Filebound does not allow you to look in differing file types for a specific document. You have to search each file type individually. And we have found that spaces or symbols are needed in front of the entered search information in order for Filebound to do a more broad search.
• You cannot move uploaded around, if you have more than one scan in a file. Once they are uploaded into a location, you cannot move it, you can only delete it and re-scan it into the proper file.
• If it was possible to simply drag and drop a file into Filebound to start the upload process, that would save time.

Incentivized

• We use Changepoint to manage the IS organization. I would like to see more advancement in order to do benefits management.
• I would like to see a capability where a project manager can build a very detailed work breakdown structure, but only require project resources to charge time and provide a task status at a higher level.

Sometimes the decision to renew boils down to an old adage "if it isn't broken don't fix it". Previous to moving to Changepoint, it was obvious that we needed a better project management tool. Projects we completed on time but the time zone difference between the teams and several iterations of back and forth caused a number of communication issues with projects. The difference is night and day.

It could be more intuitive and user friendly.

Planview Changepoint helps us to understand our key customers enabling us to capitalize on every financial opportunity and helps us to forecast demand against the capacities required for new opportunities, and also it automates and monitors contractual terms and conditions. It gives us visibility into our employees' skills and helps to optimize resource allocation.

Incentivized

• I don't have numbers, but our organization was able to go from having three large off-site and one on-site storage units to having none. This saved money on a monthly and yearly basis.

Incentivized

• Employee efficiency has decreased significantly within our Project MAnagement team. The main causes are lack of logical steps/not user-friendly and the slowness of the entire program.
• Changepoint PSA has greatly improved being able to track budgets for all projects. Before this software, budgets were done manually by hand and cross-referenced with Accounting. Now, we can pull a report out of the system, as long as all parties entered their time and data correctly.