Prophix - Make your users self-service
December 01, 2014

Prophix - Make your users self-service

Christopher Lesch, CPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Prophix 11

Modules Used

  • Performance Management

Overall Satisfaction with Prophix

We use Prophix for high-level forecasting at the total company level, bottoms-up forecasting for the entire company, and for the financial reporting. Prophix is used by all levels of our company. Store managers and the owners of corporate cost centers use the software to review their P&Ls and research questions. During the budget season they use the software to input their budgets. Prophix is a great asset because of its ease of use and modules like Workflow Management and Drill Across functionally.
  • Workflow Management is a wonderful tool when you have many users in the system completing tasks for budgets or forecasts. You can setup approvers for the tasks and monitor the process to ensure that progress is being made. Approvers can reject tasks back to owners along with notes on what they want changed.
  • Drill across is a feature that we love to use in our company. We are able to drill into the detailed transactions when we are reviewing reports in the monthly review process or during the annual budgeting process. This aids in efficiency because we are able to quickly access the data we need while maintaining data security.
  • Data security is very important in my company and Prophix allows for role based security setup. This allows for efficiency once the roles are created because you can be sure that all users in that role only have access to what you want them to.
  • The report writer in Prophix has room for improvement and it can be difficult to get reports to print properly when you try to fit many rows or columns on a page. Prophix does listen to users when they have suggestions and is making progress in this area.
  • Drill across is a feature that we love to use in our company. Users are able to drill into the detailed transactions when they are reviewing reports. We are in the process of converting to an imaging repository in our Accounts Payable department and soon users will be able to see a variance on a report, drill into the total and see the transaction in question, and they see an image of the bill. This allows user to answer their own questions and only come to the accounting team after doing the preliminary research on their own.
  • Data security is very important in my company and Prophix allows for role based security setup. The user is assigned to a role and given access to the locations that are needed. In my company reports like the P&L are setup with drop down filters for locations and based on your security, you only see what you should.
Prophix is a great resource at our company and we continually think of more uses for the product.
Prophix has been a great asset at my company because of the number of users that have input during the budget process. In the past it has been very difficult to manage the number of users and to roll up the consolidated budget.

Using Prophix

Users in our company range from store managers that user to software for budgeting and performance management to the executives in the corporate office.