Blackbaud Education Management Solutions is a unified student management system for K–12 private schools. Blackbaud Enrollment Management System™: Gives schools and families the ability to track admissions progress from first impressions all the way through the application process to acceptance, enrollment, and tuition payment. Blackbaud Learning Management System™: Track students' academic performance and progression…
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Planhat
Score7.9 out of 10
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Planhat is a post-sale customer platform designed for enterprise B2B organizations to aggregate customer data, automate lifecycle workflows, and monitor account health. As a dedicated Customer Success platform, it evaluates product usage telemetry, communication logs, and financial metrics to proactively manage customer health and support value realization.
A good, and constantly improving solution for private schools. I don't know that a lot of its functionality would be well suited to public schools, but maybe? The integration with other Blackbaud software is a huge plus for us, as we have several of their other products including their flagship Raiser's Edge. Smaller schools may not need the sophistication of Blackbaud solutions, and it is not an inexpensive option.
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
For someone working in the Customer Success team, Planhat is a must-have software. All your client-level data can be easily managed, stored, and reviewed at any point in time by Planhat. It also helps the management and the leadership team better see each account and its usage. It also helps in identifying potentially risky customers and taking the required actions to engage and retain the account. It also gets integrated easily with other meeting recording tools wherein the summary from the tool gets easily synced with Planhat
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
Reporting - you can set up filters with boolean criteria to give you insight into everything you need to know.
Playbooks - these are very good for less-experienced CSM's who need a step-by-step guide on how to deal with different stages of the customer lifecycle. More experienced CSM's may not need the playbooks.
Usage data for customers - there's a wide range of charts in Planhat that tell the story of client consumption.
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
Not being able to customize displays, for example, Grading tab - we just finished 1st semester and teachers could only see the current quarter but not the 1st one which is still part of the first semester. Lack of customization in assessments.
Scheduling- even though re-running generating schedules, we're still getting a high number of unscheduled students. Lack of being able to limit the number of scheduled classes in a row for teachers.
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
Allow for cc'ing of AEs or others within the same organization from the messaging center. When I went to send a message from within Planhat, I had to manually type out the AE's email address every time if I wanted them cc'd.
The fonts were funky if I went to add text into an existing email template. For example, if I added in an extra sentence or paragraph, in Outlook on the recipient's end, the font was different despite looking the same within Planhat. Gmail was all consistent, Outlook was showing a different font.
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
It is a solid product. We have some issues with the capabilities of the website building components and the out dated technology behind its communications software but overall Blackbaud Education Management Software services to combine numerous functions into one product.
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
Blackbaud EMS is very usable from my perspective. I am a power user and get lots of valuable functionality. It is, however, a complex system. Sometimes necessarily complex to accommodate flexibility for diverse customer needs. Some complexity seems unnecessary and/or hold-over functionality from earlier versions; nice to see this type being evolved away from over time. It is valuable to receive regular updates to the system along with good release notes of what changed and notices of significant changes in advance.
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
It takes a while to learn Planhat even for experienced users. It has limitations in terms of what data you can present where, but its important to set internal guides outside Planhat as well so everybody working collaborative. But as CSM Planhat is a great- and critical tool which I use daily to optimise my work schedule and customer interaction with various topics.
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
Decent support however the chat feature can take a great amount of time out of the workday. If for instance you are waiting for someone to respond in the chat and there is a fire drill, if you are not responding within a few minutes, you are disconnected and have to start all over again. It would be great if you could submit your problem and then whoever has the most experience, can respond. The training in the Blackbaud University is good but also time-consuming - a 3 hr training in the middle of a workday is a lot to ask. I like the 90-minute sessions. It would also be great to offer a shorter webinar to update on any changes implemented. Other than the email I subscribed to, there is no information on how these updates actually work.
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
The support team couldn't be better. They are quick to respond, very helpful, and thorough. Our CS manager was always happy to schedule calls to go through specific feature queries and she ensured we had a smooth and quick setup.
Blackbaud K-12 is very similar. I feel like I would be trading one set of issues for another so it's kind of a wash. We are very much hooked into the Blackbaud website with our Google SSO, SmartTuition, and Schooldoc integrations. It would be difficult for us to transition. That is the main reason I haven't really entertained other web firms.
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
I was not the person involved in choosing Planhat, but it seems to me that Planhat is much better suited to an account management style role, whereas Hubspot is closer to a sales CRM instead. In my position, Planhat is better suited as it is more graphical, more flexible, and easier to find information on.
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
Negative - The rollout is brutal. Blackbaud said it could happen in 6 months, but that is definitely not a reality. It will take well over a year, and one complete school cycle to actually integrate everything correctly.
Positive - The amount of time saved in data processing has allowed our office to become more involved in other areas of the school.
Positive - The ease of having everything in [one] place, from inquiry to application to contracts and course registration, has been a HUGE benefit to our applicants and their families.
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
Planhat has, for the first time, given us a 360-degree view of all our customers and access to all the different types of communication we have with them across different departments and functions.
The ability to automate workflows, tasks, and assign playbooks to the various phases of our customer lifecycle has aligned all our departments.
