Unanet ERP GovCon vs. WorkflowMax

Unanet is a great system and has really helped our managers gain more insight to their projects. We have faster timesheet completion rates which leads to faster billing. We have been very happy with the system but there are some trial and error scenarios where it takes us some time to actually get the data needed or use the system the way we need it to be utilized. Thankfully they do have a great support staff that assists with issues as they arise.

Incentivized

WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.

Incentivized

• The time keeping component works well. It gives a level of confidentiality we did not have in our previous home grown system.
• We are able to set up projects based on a number of criteria, allowing us to differentiate for reporting purposes.
• We can easily import billing information into our Financial system from Unanet, when previously we would manually enter this information.

Incentivized

• You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
• It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
• It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.

Incentivized

• Would like to be able to search for users by first name as well as last name.
• Would like to be able to modify save and share some of the canned reports.

Incentivized

• Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
• The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
• No search function to find a specific job, you have to scroll through all jobs allocated to you.

Incentivized

Because we can't imagine being without it!

Incentivized

It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas

Incentivized

The support of Unanet is incredible, A simple email to their support team always gets a response in less than 24 hours and is really solutions focused. Unanet support is the best out there- guaranteed

Incentivized

The support team are excellent. The only downside is that you can't phone them!

Incentivized

Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?

Incentivized

We were used to Deltek's Costpoint from the prior company and Unanet is far easier to use for users, accounting personnel, project managers, and corporate managers. Continuous enhancements lead us to believe that Unanet will be even better in meeting our needs.

Incentivized

WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!

Incentivized

• Increased employee efficiency - less back end work for incorrect submissions.
• Better results with profit analysis of profits on an ongoing basis.

Incentivized

• Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
• Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.

Incentivized