isolved vs. Upland PSA

I have not yet run into a scenario that isolved is not appropriate. There have been a few specific functionalities that isolved couldn't accommodate, such as paid PTO plans. If employees frequently switch between different legal companies with different EINs, isolved really isn't built to handle that, and we've had to come up with creative solutions.

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We have discovered over the last few years using Tenrox that we could adapt our needs or processes to fit in the Tenrox box rather than adapting Tenrox to fit in ours completely. I feel like Tenrox would be better suited for a company that has fewer clients and projects over the course of a year, as well as fewer users. We have approximately 350 clients, 21,077 projects in Tenrox at this exact moment (we close projects as we can), 188 active users currently, and 415,635 tasks (some of course assigned to now closed projects).
With this much information hosted through the Tenrox cloud server, we experience increased lag time frequently. This causes a lot of unwanted rejection towards Tenrox in our company.

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• The payroll processing has been a huge benefit in keeping our weekly payroll process on track and accurate.
• The COBRA services are very beneficial and we do not have to do any tracking. I appreciate this process is no longer on my duty list.
• I would say the third id probably the timekeeping. The system is effective for daily tracking and timecard review. The access to the time clock is exceptional with multiple access points. The adjustments for additional pay on holidays has been helpful.

• We love that our timesheets are pre-populated with all our employee's assigned contracts and we get to control what is on their timesheet as far as funder and contract codes.
• Tenrox did very well with our integration and getting a timesheet that exports well with our payroll provider.
• Tenrox has a great email reminder system for when people need to submit or approve timesheets.

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• Reminders/Notes to staff through the app that they have to read to be able to move forward to clock in or out.
• More key words to search in the library/help desk.
• Check boxes to delete Reports from the Que, rather than having to delete each one individually would be a nice enhancement!

• Tax calculation per state tax rules. Tenrox's current capabilities relative to tax codes is extremely limited and we have to do several time-consuming work-arounds in order to apply the tax as needed for our business. What is particularly frustrating about this aspect is that our need is based on tax laws and codes set by states and I feel a financial system should be able to sufficiently structure for legally-defined tax codes.
• Tenrox Project Planning add-on module. This portion of the system has never worked as seamlessly as you would assume given they were designed to work together. We've run in to many bugs and just oddities over the years. It's very finicky in my experience. We only use TPP for a small portion of our projects - those being our smaller or need to have huge task lists per client naming requirements.
• (The bad that became the good!) In the past, we have had significant customer-service challenges with Tenrox and then Upland, however over the past several months we have noticed a marked change in this. If we had not previously experienced issues with the customer service, I would not have any issue with the level of service that we are currently receiving. Given the history, I am cautiously optimistic that our current level of customer service will continue. I think our service concerns finally reached the 'right' people and I am reasonably confident the positive changes are here to stay!

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I believe Isolved has helped with allot of our previous payroll and HR issues but I am not the sole person responsible for making the decisions. If it were my responsibility to make the decision I would say yes, my input does weigh heavily on the choices but it's not guaranteed.

I am not in charge of renewing the Tenrox contract. However, if it was up to me, I would renew in a heartbeat. Tenrox is an asset to our organization and it keeps us focused. I am not aware of other products similar to Tenrox that provide the depth that they do.

It is very intuitive and user friendly. iSolved is always updating and improving things before they even become a problem. I like how they inform us of the new updates and provide us with the details of what is changing and how it will improve the usuage.

I feel like if the user interface could combine time and expense for users to be entered on one screen rather than two completely separate locations it would greatly improve usability. If the expense entry process could be improved completely, it would greatly improve the usability as well. Everything else within Tenrox, makes everything very user friendly.

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Payroll due dates and send to us at the beginning of the year, with email reminders for holidays. The support email address is fairly fast, within 24-48 hours. But if something is needed immediately, I can just call and they help me out right then.

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We do not use the integration, so we have a csv file that I upload manually for payroll. That is our decision based on the software at our restaurants. Pages loaded fairly quickly, but reports to pdf lag about 15-20 seconds

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They are very responsive and they have support for the specific issues. Clients receive a dedicated Support Representative with a back up dedicated support team. They also receive an Account Manager who follows up quarterly to discuss the company and future needs. They do have a support ticket hub, but it still needs a little work to fine tune it.

The support team is always very helpful and strives to ensure they have met your needs and corrected your issues in a timely manner. If they need more information or cannot recreate the issue themselves, then they will follow-up to gather the necessary data themselves. They are constantly striving to meet the needs of all users and understand so many different industries and types of environments out there, it is very impressive.

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All over the phone, but it was comprehensive.

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We loved taking the course, we went through most of them before we went live and I believe that was very helpful. The online training helped us learn to navigate in the program. We still refer to the training and assign our managers and supervisors to it as well. I highly recommend using it. We have also been able to attend the Connect Conferences with are extremely valuable and we learn tips and tricks to help us better utilize our system.

The system was very cumbersome setting up as well as time consuming. There were times I just wanted to walk away and sometimes I did have to get up and walk away for a break and come back with a fresh perspective. The setup took me over a period of two to three months getting it to serve the purposes that we needed it two. I am very intuitive when it comes to computer software however getting all the right buttons checked in order for it to do what I needed didn't always work.

The main thing with implementation is to make sure you have taken full advantage of the "sandbox testing" site that Tenrox provides to you during development. Try out every scenario you can think of, have other people enter information if needed, so that you can make sure you have not missed any big items. If you have the opportunity, roll out implementation to small groups of users. Depending on how your company is set up, I would choose groups that are not all in the same department so that you can address questions across all areas before adding in more users in the next wave of implementation.

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isolved provides a system and capabilities right at the sweet spot for our organizations. It is not overly complex and feature laden as to make it confusing and complex. On the other hand, it is fully functional and effective at the core requirements of HR and payroll without requiring additional work outside of the system. All of the systems we have previously considered or used were with limited on functionality or prohibitively expense and complex.

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The Tenrox software looks and feels older and is not as user friendly! Harvest, for example, is an upgraded version that is easier to track and compile. This is what I'm comparing it to and it's not even close! We only selected Tenrox because it was cheaper and we had a connection in the company with someone at Tenrox to use that platform. We are currently looking for a change.

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Price increases do happen every year. I understand that the cost of living rises, but every year to us is a bit excessive.

We are a company of about 135 people at 9 locations in 2 towns. We were able to set locations and departments, and also have each location seperate so only that manager can see their employees.

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All of iSvoled services are conducted very professionally

• When we had Paycom, we had 1/4 of our staff that were not logging in and using the system. That number is down to maybe 5% now
• Employees love having the ability to easily view and verify their timecards prior to payroll submission.

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• Tracking, tracking, tracking. It keeps the data we need and gives us the ability to look at it in countless different ways with just a few clicks, which is a big time saver. Without Tenrox, we would definitely have to increase our headcount in order to accomplish billing and payroll.
• We recently were able to automate a huge portion of business that was still (yes, still in 2014!) being managed out of an Excel spreadsheet. We experienced a great deal of resistance to the change with our own employees, however now that we have it going we have cleaned up our invoicing and impressed the highest-financial officer for two consecutive months - our first/only two months billing directly from Tenrox for that group.
• A newer development for our team - Some client managers in the other divisions our company have begun to look at what we are able to do with Tenrox and our other primary system and get some of their work moved over to our group. This is great and is giving us new opportunities - we will likely need to increase the headcount of our admin. team, but for a good reason (too much work coming our way!).

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