Jive Software, part of the Aurea family of customer experience solutions, provides the gateway to an organization's most important assets – its knowledge and people. Jive's interactive intranet solution promises to connect people, information and ideas to help businesses outpace their competitors. The vendor says the product has more than 30 million users worldwide across every industry, and is consistently recognized as a leader by top analyst firms.
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Suralink
Score8.5 out of 10
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CPAs can use Suralink to manage PBC request lists, securely transfer documents, and improve the client experience. The Suralink platform combines a dynamic PBC list, assignment workflow, and secure file hosting with the goal of delivering a more efficient and organized engagement.
It's definitely worth considering Jive for the type of application we've developed i.e. a central shared repository for all employees to host and discuss information. I can't say I have ever used a superior tool, but they may exist. I'm just not sure I would want to use it exclusively for file hosting, though. It does integrate with various other tools, so perhaps it would be fine if used in conjunction with another tool for that purpose.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
SuraLink makes perfect sense for a CPA firm that works with a number of clients. It provides easy access, and well-presented display of each client and the corresponding files provided. The security of the files is also imperative for sensitive client information. The format of the portal also allows for ease of understanding which files coordinate to what requests. This is in contrast to a something like a "drop-box" in which it is simply a list of files. This may not be the proper product for a smaller operation that only seeks secure file transfers on a non-regular basis. Additionally, for the smaller organizations, the cost may be prohibitive for little to sparing use. In those situations, a more simple secure file transfer options may be more advantageous.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Presence of Russian language (localization can be independently established)
You can configure several information tapes with different themes. One for work, the second for communication
A newly-arrived network user immediately receives a prepared block for beginners. After completing several game tasks, the user will receive the basics of using Jive.
There is a template for each scenario. There is even a template for planning R&D, and there are more than twenty of them.
Integrates with MS Office, Google Drive, Google Docs
There are all platforms (even Winphone and blackberry)
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There seems to be a number of situation in which the site is down or experiencing difficulties. This makes it difficult to work with clients and obtain documentation.
When uploading a large volume of workpapers, there are occasions in which some or all of the files will not upload properly. This creates additional back and forth and frustration with the client for re-requests or follow-ups.
The email notification alerts could be stronger in how they are displayed and how the changes/updates are utilized.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There are always external factors that can impact this decision but currently, the Jive platform is maintaining its lead in the market place in this area. If the innovation in this space by Jive continues, then this number will remain high. Integration with other systems and adaptability to changes in the market or in client needs will also make this decision hard to predict more then 6 months into the future
It was harder to use that expected. The admin needs to be code savvy to truly customize the system. And users need to trained on the system and the setup. Trainings and monitoring need to continue to enforce use.
Uptime was OK. But there was one day that the system crashed for a whole day. Our company was unable to operate. And all the plugins to word/excel froze causing those systems to freeze.
Jive posted a statement to the media saying all customers were up, but we were not.
They did an OK job when I needed them. Except for the one day the system went down. Jive pointed the finger at the hosting company, and the hosting company pointed the finger at Jive. No reliable information came to us.
Jive online training is there. It is OK/average. I feel some other companies are doing better. It is not a piece that is required to have a successfully implementation, but it could be useful to improve it
We had a Google phone number set up before and Jive was a lot better option than that. It is more consistent and can be configured much easier and with more advanced settings. Additionally, based on the pricing as well as working with the rep on our account, it was a perfect option for us
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
reduce amount of files/documents scattered & lost across shared drives
increased discovery, awareness and interaction of historically more separated individuals & team functions across the organisation
from an IT perspective, we've benefited from improved IT operations (e.g. troubleshooting info shared and easily searched/found with all team members - such that even junior team members can solve technical problems outside of business hours, lessening the burden for standby/call-in for more senior team members)
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
