Great Product, Iffy Standard Support
September 15, 2018

Great Product, Iffy Standard Support

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with ETO by Social Solutions

We use ETO as a client information management tool for our entire organization. It provides a centralized place to locate a client's demographics and history that facilitates both service provision and aggregated data reporting for funder compliance.
  • Web-based data entry allows for real-time data entry from staff in off-site offices and in the field.
  • Highly customizable data entry options and security rules make it well suited to comprehensive service providers where goals and service delivery approach may vary greatly by service type.
  • ETO Results, the built-in reporting tool, is very flexible and powerful, automating and replacing much of what we previously did in MS Excel.
  • If an issue cannot be immediately addressed by fist tier customer support, it can take an incredibly long time to get answers, let alone a solution. First tier support seems friendly and willing to help, so I can only assume it's a shortage of staff to diagnose and solve the actual problems.
  • Account managers change at the drop of a hat and this frequently is communicated poorly. Actually, communication in general can be a challenge.
  • Social Solutions seems a bit out of touch with the non-profit market and is less responsive than it used to be. While I realize this is a some what unavoidable development as their customer base increases, one of the original draws to ETO was the company's ability to respond to customers and help us make the most out of what we'd purchased.
  • Non-profits often do not have funds for extras, such as sending staff to national conferences. These opportunities, while wonderful, involve not only the conference fees, but transportation and hotel costs as well. It would be nice if Social Solutions offered more regional opportunities (which would make costs more achievable for our budgets) or online options (which would again increase accessibility, even if the offerings couldn't be as robust).
  • Positive impact: our ability to adapt our data capture methods and reporting tools allowed us to increase both private and government funding (both in number of grants and amount of funding provided) while decreasing the time needed to generate our reports (reduced staff costs per grant and increased staff availability for other reports/agency needs) .
  • Negative impact: I can't begin to quantify the unnecessary amount of time lost trying to get useful updates about our support tickets and then find other ways to work around our problems when customer support couldn't provide useful, timely solutions. (One example among many: You've used a report for over a year. Unexpectedly, it doesn't work two weeks before your next report is due, because the universe isn't flattening correctly. You then waste time trying to get updates from support about actually fixing it (a solution) and asking them to manually flatten it (a temporary solution for the immediate time-sensitive problem), and then you have to start doing things by hand or accept that there's going to be X amount of data missing from your report or tell the funder your report will be late all because no one in support seems to have any answers. We have actually had this happen at different time for several different reports used for various compliance purposes and utilized all three of the DIY approaches.)
Given the diversity of the services we offer and the vastly different service goals/models of those programs, ETO is the only program we've found that offers us the flexibility we need in both data entry and reporting. Also, many of our funding requirements change annually and/or on short notice. As a result, it is essential we can build and update our own reports, as we often, we lack both the funding and time to wait for these reports to be commissioned.
Highly customizable data entry options and security rules makes it well suited to comprehensive service providers where goals and service delivery approach may vary greatly within the organization based on service type. It's also well suited to organizations needing robust reporting tools that allow them to manage their own reports, such as those with highly variable grant reporting needs. It is less ideal for organizations with more unified service goals and those who do not need to manage their own reports, as I think there are other programs that can meet their needs while offering more responsive customer support.

ETO by Social Solutions Support

We love the first tier customer support folks! They're friendly, helpful, and knowledgeable within the scope of their position. The experiences we've had with their supervisors have also been mostly good and again they seem to be doing what they can within the scope of their positions. This is what prevents me from selecting 1. Unfortunately, none of these wonderful folks can offer real solutions when things are actually broken. They verify there's a problem and send it to the black hole called "the developers". After that, we don't hear anything useful and we figure out how to live with/work around the problem ourselves. (Requests for updates typically get "still with the developer" responses.) This is highly frustrating given that most of our issues are basic system issues (functionality that worked then broke after an update by Social Solutions, servers not syncing, report universes not flattening automatically, etc.). All we want is for the system to work as designed and to be fixed in a timely fashion when it doesn't. Apparently, that's too much to ask. (And no, we don't expect it to happen instantly, programming and quality control checks obviously take time.)
ProsCons
Knowledgeable team
Support understands my problem
Support cares about my success
Quick Initial Response
Slow Resolution
Poor followup
Problems left unsolved
Escalation required
Difficult to get immediate help
No - No, I don't see any evidence to suggest premium support would be a worthwhile investment of our limited resources. Our requests are usually basic system issues (functionality that worked then broke after an update by Social Solutions, servers not syncing, report universes not flattening automatically, etc.) and they don't bog down until after escalation to the developers. I can't see recommending to my COO that we pay more money to a company that provides inadequate support around basic system functionality. Usually, we don't need a lot of hand holding or complex advice, and we'd be willing to find the money to pay for it if/when we did, but Social Solutions is so unresponsive (aside from first tier customer support and the folks selling the add-ons) that I can't imagine premium support to be a good investment.
Yes - Depends on the bug. If it impacts all of their customers, yes, both satisfactorily and in a timely fashion. Otherwise, for the overwhelming majority it would be no to both satisfaction and timeliness, even for high impact issues.
Not in the last 2-3 years. We've had people do an exceptional job within their role in many instances, but I can't say that the support process as a whole was exceptional for any one issue that I can recall recently. (Meaning, customer support staff may have done a great job trying to help within their role, but the ultimate resolution or lack there of wasn't satisfactory or timely enough to make the support as a whole exceptional.)