Name: UniPhi
Price: 55 USD
Author: UniPhi

Help Desk

Web and Video Conferencing

Customer Support

JavaScript Frameworks

Development

Student Management

Education

Board Management

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Enterprise Generative AI

Policy Management

Enterprise

Accounting

Anti-Money Laundering (AML)

Invoicing

Nonprofit Accounting

Payment Hubs

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authorization

Cloud Cost Management

Cloud Migration

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Mapping

Firewall Security Management

Fraud Detection

IT Infrastructure Monitoring

IT Operations Analytics

Integration Platform as a Service (iPaaS)

Managed IT Service

Network Performance Monitoring

Network Troubleshooting

Platform-as-a-Service (PaaS)

Product Implementation Services

Smart Contracts

Tape Storage

Technology Business Management

Workload Automation

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audio Editing

Brand Intelligence

Content Management

Email Marketing

IP Geolocation

Marketing Automation

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Marketing

Project Management

Professional Services

Cross-Border eCommerce

Customer Relationship Management (CRM)

Headless eCommerce

Intelligent Virtual Assistant

Lead Generation Services

Lead-to-Account Matching and Routing

Sales Acceleration

Sales

Cloud Access Security Brokers

Database Security

Security

Civil Engineering

Hotel Management

Pharmacy

Vertical-Specific

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### Project Management Fundamentals
User sentiment is generally positive about UniPhi's project management capabilities. Reviewers appreciate the ability of UniPhi to centralize project data and provide real-time access from anywhere in the world. Users find that UniPhi's project management fundamentals, such as document management, project collaboration, risk management, and resource planning, greatly enhance their ability to manage multiple projects efficiently. However, some users have expressed concerns about the difficulty in setting up new projects or clients until they fully understand the software's functionality. Additionally, there are suggestions for improvement in terms of flexibility in inputting additional information in templates and the clarity of invoice templates. Despite these minor drawbacks, UniPhi remains a recommended project management tool for its comprehensive project management fundamentals.

### Resource and Portfolio Management
Users consistently highlight UniPhi's resource and portfolio management capabilities as key strengths of the software. They appreciate the platform's ability to provide clear visibility into contracts, cash flow, risks, and issues, enabling real-time decision-making for project success. The system's resource planning functionality is commended for enhancing team collaboration and facilitating efficient communication. Despite some minor concerns raised about cost and time management sections, overall, users find UniPhi's resource and portfolio management features to be robust and beneficial for effective project management.

### Financial Management
Users express a range of opinions regarding UniPhi's cash flow management capabilities. While some users appreciate the ease of managing cash flow forecasts and the ability to review past documents efficiently, others highlight concerns such as numbers changing without human input, difficulty in scenario modeling, and inadequate reporting features. The lack of support for tying contract phasing to project schedule lifecycles is a major drawback for users who emphasize the importance of accurate cash flow forecasting in project management. Despite some positive feedback on the visibility provided by UniPhi's financial management tools, there is a clear call for improvements in addressing the identified issues to enhance overall financial management effectiveness.

### Cash Flow Analysis
Some users find UniPhi's cash flow analysis functionality to be efficient and user-friendly, allowing for easy input and adjustments to project cash flow. However, concerns have been raised about the system making changes without human input, leading to challenges in tracking and explaining discrepancies. The lack of detailed reporting on month-to-month changes and difficulties in scenario modeling have also been noted as drawbacks by reviewers. Despite these mixed opinions, UniPhi's cash flow analysis capabilities seem to offer a balance of benefits and challenges for users.

### Invoice and Billing
Some users appreciate UniPhi's invoice and billing features for effectively managing contracts, tracking payments, and accessing previous invoices through templates that streamline approval processes. However, concerns arise regarding the lack of flexibility in inputting additional information, such as supplier numbers or multiple names, leading to the need for manual adjustments using external tools. Users also express a desire for clearer and more concise invoice templates. The absence of dedicated customer service support for day-to-day issues is noted, although anticipation for an upcoming customer service platform is acknowledged. Additionally, users find the reporting system to be extensive but not always practical, requiring reference to multiple reports to obtain essential project management data. Suggestions for improvement include implementing alerts for duplicate entries and enhancing the clarity of reports to better assist in managing projects efficiently.

UniPhi is a web-based portfolio management software designed to assist organizations in managing their projects and portfolios throughout the entire lifecycle. According to the vendor, UniPhi caters to businesses of all sizes, from small enterprises to large corporations. It is widely used by project managers, professionals in the construction and engineering industries, government agencies involved in project management, and consulting firms seeking to streamline their project workflows.

## Key Features

**Time Management**: According to the vendor, UniPhi's time management software allows users to monitor and track milestones, key tasks, and earned value. The entire team can be integrated into the time management process, and the software aligns Work Breakdown Structure (WBS) to Cost Breakdown Structure (CBS) and risk profile. Stage gates are available to control earned percentages and collaborate around progress with automatic consolidated reports.

**One application to rule them all**: UniPhi integrates with various solutions, providing integrated portfolio views across different data sets. According to the vendor, this eliminates the need for multiple separate applications, potentially saving costs and reducing complexity. Users can benefit from integrated portfolio views across different data sets.


User-Friendly Interface: Many reviewers have praised UniPhi for its user-friendly interface, stating that it is extremely easy to navigate and intuitive. They appreciate the logical layout and find it simple to locate the necessary features and information within the software.

Excellent Customer Support: UniPhi's customer support has received consistent praise from users. Reviewers highlight the team's quick response times and willingness to assist. They describe the support as excellent, noting that issues are resolved quickly and efficiently.

Flexibility and Customization Options: The flexibility of UniPhi is highly valued by users, allowing them to tailor workflows to their specific needs. Several reviewers appreciate the ability to create custom fields in UniPhi, which enables them to meet their business requirements quickly and use familiar terminology. This customization feature enhances usability and efficiency for different departments within companies.

Slow Performance: Several users have experienced slow performance with complex System Administration functions, which may be due to network or internet issues. Some users have expressed frustration over the delays they encounter while using these specific features in UniPhi.

Limited Customization of Reports: Users have reported that they are unable to customize reports without depending on others and that the view of team members' data is limited. This lack of flexibility in report customization has been a source of dissatisfaction for some users who would like more control over their reporting capabilities.

Difficulty Navigating Screens: Many users have found it challenging to navigate through the software due to the presence of multiple screens. They feel that there are too many screens to navigate and find it difficult to flow within the software, leading to decreased efficiency and frustration during usage.

UniPhi has become the go-to software for many businesses, serving as the core application for their Global Unite process. Users have successfully utilized UniPhi to gather data from various deployments and benchmark it locally and globally. With its integration of project management and cashflow tools, this comprehensive solution has proven effective in managing projects. The software's ability to bring data to life has been highly praised, especially when analyzed using tools like PowerBI and the GUIDE web application developed by UniPhi Aus. Teams have found UniPhi valuable in tracking their work for both internal and external clients, providing visibility into the amount of work being done. Implementing UniPhi has also helped companies cope with growth by providing a structured foundation and changing their image to a more professional business. Users appreciate how UniPhi allows them to obtain real-time data for all their projects, assisting in decision-making and improving project management efficiency. Additionally, UniPhi's well-constructed input fields and auditable, traceable records have made it a recommended project management tool for its ease of use and reliable documentation of project information. The web-based system of UniPhi has provided users with flexibility and increased productivity by bringing everything onto one platform. While some users have expressed frustration with certain limitations, such as the inability to tie contract phasing to project schedule lifecycles, overall, UniPhi has proven itself as a valuable asset for efficient project management.

Basic

Single User - Unlimited Everything

Harpoon

Projecturf

UniPhi

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software is designed to help people involved in the project management process to initiate, plan, execute, monitor and close projects of any size and type.

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

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UniPhi

Overview

What is UniPhi?