The Intuit Enterprise Suite is an end-to-end business platform providing: financial management, forecasting and accounting capabilities; integrated payroll, payments, and bill pay; automated marketing; access to third-party apps, and access to a team of experts.
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Planview AdaptiveWork
Score 8.6 out of 10
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Planview AdaptiveWork is a web-based collaborative work management software. Planview AdaptiveWork enables users to connect employees and partners and create documents, reports and specialized workflow automation. Planview AdaptiveWork is designed to work across multiple teams to enable cross-company task, project, and resource management.
IES is well suited for multi-entity organizations. If the intercompany mapping is set up correctly, the access to consolidated reporting can be a game-changer. I could see IES working well for a company with traditional inventory needs, as it has many features that we do not use or need in construction. IES is adequate for construction organizations, although its project reporting is more limited than QuickBooks Desktop. Hopefully, they improve this in the future. IES is less appropriate for smaller companies or companies with only one entity. The price tag is high.
I've been an AdaptiveWork (Clarizen) admin for the past 14 years, so I've seen much improvement since I started working with the product. I'm very happy we can utilize the hybrid mode by using the cards, I think this was long overdue but it works very well.
They have the best support. Quickbooks has always had great support but have step it up a level for help with Intuit Enterprise Suite. They are always there to help by phone, chat, appointment. The people we talked know the system and how to help.
They have been working hard to make this a great accounting system for Construction as they can. They have gone a long ways to help us to have one system instead of numerous different systems.
Intuit Enterprise Suite makes it easier to have several companies under one roof. We quite often have journal entries to post between two or more of the companies. We can make the entries in one place.
All in all we have been very happy switching to Intuit Enterprise Suite, so much so that we renewed for three years. We believe in what Intuit is doing with Enterprise Suites and they know how to create a great product.
Many ways to acclimate to the system; documentation, videos, community, and contacts.
Planview provides scalable customization options tailored to the unique needs of each business unit or department. Easily add or remove fields in the system. As the admin, it was easy to learn how to configure.
Offers flexibility to adapt to existing systems and align with organizational workflows and processes. There are multiple ways to customize each part of the system to meet our needs.
When it comes to reports, it would be great if there was an easy way to roll-up the results instead of having to create configurations to summarize data.
The consultant experience has not been great when it comes to more advanced needs for configurations. The consultants are in a different timezone which limits hours to work together and it seems hours are spent trying to determine what the requirement is and when the initial thought is that the configuration is possible, it may result in not being able to assist.
Charts in the reports section are not able to be exported
When pulling a report together, you need to make sure you pull from the right "item" or level. If you decide you need data that resides in another "item" or level, you need to re-do the report from the beginning.
Because the system is so configurable and I imagine different clients use the system differently, when you need something automated in your account, where you need to pull a consultant or SME in, the person doesn't necessarily understand your configurations and how things work so they are unable to give recommendations on how to solve problems that don't impact other configurations you already have set up in the system.
Templates cannot be updated unless they are pulled into a project and then re-saved. In the templates module, you are not able to open a template and edit to re-save. Therefore, making updates to a template can be very time consuming having to find a project to use to pull it in, make updates, re-save and then pull out. It would be great if the templates module allowed you to edit the templates and re-save.
The software is very user friendly and being able to create reports with specific data and export it to Excel is a great help in budgeting for annual costs and tracking where a certain program is getting more attention
I give my renewal of this product a 9. It's only because we never know what product may come out next and how other factors in our office political environment may cause impact upon this. If I always had my way, this is what we'd settle on as our de facto project management system.
Intuit Enterprise Suite helped alleviate a major pain point for our business. We now no longer have to prepare manual consolidated financial statements. This allows us to speed up the reporting side of each month end and allows us to spend more time analyzing the numbers as opposed to preparing them.
It is easy to configure, intuitive. The customization process is in some ways better than Salesforce.com. It has a great UI. It does however depend on how it's implemented.
The design of it is generally fine, however the ability to data upload people from a spreadsheet is an obvious miss.
Sometimes it is slow when everyone is entering their time on Fridays or Mondays but other than that we rarely see downtime and maintenance notifications are well in advance.
Most Ancillary Pages: Quick to Reasonable (By "ancillary" I mean lesser used/master data maintenance pages - e.g. People, Customers, Individual Tasks, Milestones, etc.)
Work Plan (with 100 sub items): Reasonable to Slow
Excellent. I am the first Lighthouse customer and I see first hand that their team cares, they care about not just the features but about their customers and their success. They truly want their customers to succeed
It's a good experience overall. Clarizen was useful when needed. It's mostly needed for advice on how to do more sophisticated actions or how to change something that was set up administratively. It's seldom used otherwise. The product consistently works, the documentation is acceptable, and the generally intuitive product is easy enough for most staff to pick up without much issue.
• We worked with a Project Manager on their side. He was very good about developing a project plan to hit our goal. I think we had weekly or twice weekly calls – very steady cadence over 3 month period. • Their PM skills were great – kept us on task. For the last week, they sent 2 people on site and they did training for power users. After that a couple of them revisited here
Our trainer, Alex, is exceptional and knows the product really well. I swear he must have wrote the product himself! His manner with training is very easy going, gives you homework that is applicable to what you need to learn and stages it correctly for you. It was a pleasure to be trained by him.
We have been able to implement AdaptiveWork pretty easily but it requires updating of resource availability and continuous training as roles change and new people join the company. Other documentation is used such as spreadsheets for longer range planning and project approval
NetSuite was way more complicated; it required heavy user training regularly, especially for onboarding, was really complex to maintain and customize, required expensive 3rd-party consulting and customization, had complicated integration with other business systems, and was complex to build reports. Zoho Analytics was very basic and missed many important features that businesses need to run their operations.
Planview AdaptiveWork was the right size, at the right price point that fit our customization and integration flexibility. It is intuitive to use but allowed us to add complexity as our needs grew
Overall our experience has been great - easy and smooth onboarding process
Better support experience has surprised and delighted the team in ways I wasn't really expecting
I like it more than I expected I would - the convenience of having it all in one place and being able to toggle through entities is really a major improvement
By implementing Planview AdaptiveWork on a company-wide level, we have been able to remove the other project management tools we have been using and consolidate our costs for technology down to a single tool
The ability to incorporate cross-departmental work and communication has streamlined our project management processes to a point where we can work seamlessly together without interruption trying to consider the gaps between tools
Reporting capabilities from the unified tool has given our leadership insight and the ability to make strategic business decisions more effectively than ever
