PlanSource vs. Small Improvements

Less appropriate for small groups with one very simple health plan. More appropriate for 20+ EE groups with multiple plans and supplementary benefits.

Incentivized

I'm honestly not sure why my company chose to use Small Improvements. We used Lattice before for the all the same use cases I mentioned here. The employee performance review feature might be a bit better in Small Improvements, but the goal-setting tool and the 1:1 tool are very weak. I may not have benefitted yet from all the features that Small Improvements have to offer, but so far it looks like a pretty basic HR tool with much better alternatives out there. If it's cheaper than the competition, that might be the only argument to go with it.

Incentivized

• Puts all of your healthcare selections in one place making changes, drops, and additions are taken care of in one place instead of having to contact every vendor individually.
• Keeps an accurate record of real time enrollment which helps when you are in an account manager role and handling client questions concerning their health plans.
• Provides tools to keep the client and yourself organized. Several Open Enrollment messaging tools and places to add any educational documents for the different health plans.

Incentivized

• Goal Tracking: Enables users to chart goals, track progress, and provide details about what they want/expect to achieve.
• Praise Wall: A public place to post positive and encouraging comments about other employees.
• 360 Reviews: Users can request and gain 1:1 feedback; this can be anonymous if desired.

Incentivized

• The more advanced options, such as HCM, could have a slightly more user-friendly dashboard for users who are not daily computer users.
• Needs to be easier to customize the homepage. Clients are always interested in adding in their own pictures, colors, welcome message position, etc.
• Needs to have a function where the employer can send a document for the employee to sign, open and capture the employee's signature, send back to the employer and save in the employee file.

Incentivized

• Being able to edit projects more easily (and have a documented edit history) would be beneficial.
• Possibly integrations with popular platforms (such as JIRA) to give expanded detail of project tracking.
• Gantt charts would be a nice to have for a top level management view.

Incentivized

The customer support is quick and thorough, they have access to our account to answers are tailored to our needs. They also have a good knowledge base and self-help site with some video tutorials and FAQs which saved us time as opposed to just calling or emailing support. For the times that we did reach out, it only took one response to get our issue resolved.

Incentivized

I have looked at GoCo, Kronos and Zenefits. I selected PlanSource because I felt it was the most customizable for a variety of clients across the board. The interface seemed functional but slightly professional looking than it competitors. PlanSource also seemed well established and that it was capable of handling my client needs.

Incentivized

Lattice was able to link in with core OKRs whereas from my memory, Small Improvements didn't support this goal setting and tracking framework. While it was good for sentiment and management frameworks, it was unable to connect with the greater company vision as well as Lattice - that was the reason that we moved.

Incentivized

• Positive - Reduces time spent contacting vendors of enrollment changes. When you are dealing with several hundred employees and their dependents across several vendors that time starts to add up.
• Positive - Point of value when trying to gain or up sell a client.
• Negative - You do need to meet the minimum number of people on the platform as per your contact to avoid having to pay a fee to PlanSource. If one of your larger clients leaves that could be a potential issue.

Incentivized

• Before we had Small Improvements, personal goal setting was completely disorganized. Some managers made sure it was done, likewise many did not.
• Having past goals collected in one repository has been a blessing. I couldn't imagine not having Small Improvements or something comparable.

Incentivized