Non-Profit Health Care Related Prophix Review
Updated May 29, 2021

Non-Profit Health Care Related Prophix Review

Emily Anauo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Prophix

Barber uses Prophix in the Finance Department to support other departments such as Programs and Human Resources. Prophix helps us to address business problems such as wage analysis, dashboard metrics, time savings at month-end, etc.

We also use Prophix to help our Clinical program with their productivity reports. Prior to using Prophix, they were using very cumbersome process using excel. They also had very limited functionality for the reports that they were using. Now they are able to see details and the data in graphical format which is appealing to everyone!

We also use the Dashboarding functions for our monthly and quarterly meetings. This has replaced another excel based cumbersome process. The dashboards allow users to look at the big picture to understand operations and then can drill down as needed to the areas that need more focus.
  • Multi-tiered Allocations
  • Variance Analysis
  • Budget Streamline
  • Dashboarding
  • Non financial data analytics
  • Flexibility
  • Security & Workflow
  • Dashboarding: ability to be able to filter within the dashboard and have all dashboards change at the same time.
  • Reports can be slow to open.
  • Streamlined budgeting and planning.
  • Time saved on month-end tasks, such as multi-tiered allocations.
  • Time saved on overtime reporting.
We have gone from working 50+ hours for our accountants during budget season to instead working our traditional 37.5 hours

We have increased end used collaboration and accountability.

We have decreased our month end close due to being able to run multi tiered allocations much quicker.

We have the ability to really understand both big picture and fine detail because we spend less time creating data and reports and more time analyzing.
We import data automatically on a nightly basis from Great Plains into Prophix. We can also import as needed. This works seamlessly.
Deployment flexibility is very important to our organization because we still want to stay on-premise but appreciate the possibility to be able to move to the cloud.

We are in the process of moving to the cloud and are very excited to do so!

Do you think Prophix delivers good value for the price?


Are you happy with Prophix's feature set?


Did Prophix live up to sales and marketing promises?


Did implementation of Prophix go as expected?


Would you buy Prophix again?


We selected Prophix over Adaptive because they seemed to be able to tackle our detailed multi-tiered allocations and adaptive could not do that. Also, adaptives customer service was definitely not as robust as Prophix.
Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), UKG Workforce Central (formerly Kronos Workforce Central), CareLogic, Laserfiche
Prophix is well suited for variance analysis. We use it for a wage analysis by job because it's pretty much impossible to be able to analyze the data by employee in Prophix. If we do want to look at wage analysis variance by employee, we still need to use Excel.

It's also well suited for non financial data analysis. We are able to conduct a rate variance and unit variance in the same report which is extremely helpful to explain the big picture.

Speaking of big picture, Prophix can provide you with the tools to showcase the data in a big picture format (Dashboards) and also provide the tools to narrow down the areas that need more specific focus.

Prophix Feature Ratings

Long-term financial planning
Financial budgeting
Scenario modeling
Management reporting
Financial data consolidation
Not Rated
Journal entries and reports
Not Rated
Multi-currency management
Not Rated
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
Financial Statement Reporting
Management Reporting
Excel-based Reporting
Not Rated
Automated board and financial reporting
Personalized dashboards
Color-coded scorecards
Cost and profitability analysis
Key Performance Indicator setting
Benchmarking with external data
Flat file integration
Excel data integration
Direct links to 3rd-party data sources
Drill-down analysis
Formatting capabilities
Report sharing and collaboration
Publish to PDF
Report Versioning
Report Delivery Scheduling
Predictive Analytics
Not Rated
Multi-User Support (named login)
Not Rated
Role-Based Security Model
Multiple Access Permission Levels (Create, Read, Delete)
Responsive Design for Web Access

Growing with Prophix

We have had much success with process improvement in our very lean accounting department. We have experienced countless hours of savings during budget season and month end. We have learned that Prophix is a very flexible tool which can do almost anything that you can dream up!
We track various non financial metrics such as client capacity, vacancies, occupancy % and more.
Our experience with Prophix has been top notch. We have a great relationship with them!

Using Prophix

We greatly benefit from line item details. Our IT department uses this functionality so that they could do away with a stand alone spreadsheet for their software costs
We have benefited from uses all of these features. Workflow helps us to keep our budget tasks on schedule, report binders helps with distribution of month end reports, we uses a series of infloflexes for our multi tiered allocations - saving our team over a day each month.
40 - Senior Leadership
2 - I am the main support person as the Admin. We also have an IT person assigned to help me when I need assistance.

Integrating Prophix

  • Great Plains
Our integration with GP is seamless via a data connector.
  • File import/export
We import most of our data via flat files and it works great!
I don’t really have any advice. Everything went very smooth!

Using Prophix

Like to use
Relatively simple
Easy to use
Well integrated
Quick to learn
Feel confident using
Requires technical support
  • Process Manager
  • Ad Hoc Analysis
  • Dashboards - but they are getting better!
Our organization loves Prophix. We also love that they are always enhancing the product and take user feedback seriously. Prophix has enabled our organization for more accountability and cross function budgeting. Prophix has also saved our finance team approximately 15 hours every month end, allowing more time for proper analysis.

Prophix Reliability

We are able to use our system in 4 different regions, multiple end users, and various other license types.
They have always been available when needed and do a great job prioritizing
We have very little issue with slow performance!

Relationship with Prophix Software

Our sales rep was very respectful and wanted to provide us with a personalized demo. They were able to answer every question that we had.
Prophix customer support was phenomenal during our implementation and afterwards. Even though our implementation didn’t go 100% as planned, they admitted their faults and made sure that we had support and whatever accommodations we needed.
We were able to get a non profit discount.
Being open and honest is my best tip. Come up with a roadmap for what you want the product to do for your company. Have your must have list and your ultimate wish list. Communication is key.

Prophix Support

Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
We recently purchased the customer success program due to an upcoming cloud migration. It will also help with an Admin Turnover that we have going on. We are able to utilities the Admin turnover insurance.
Yes - Yes it was resolved very timely and without issue. Some of the bugs have been fixed in seasonal updates. Others were adjusted with “bandaids” prior to seasonal updates.
I had a decent performance issue during a very busy time of the year for my organization. Prophix recognized the importance of fixing the issue and took care of it right away!
Prophix Support is always there for when I have a question. I don't have any issues with their services.

Prophix Training

  • Online training
  • in-person training
This was done after our implementation and wasn’t very personalized.
Prophix academy is fantastic! I do wish that there were notes or slides to download.

Evaluating Prophix and Competitors

  • Price
  • Product Features
  • Product Usability
  • Product Reputation
As a non profit, price was of course a factor. However, the features and usability were a much bigger need for us.
I wouldn’t change a thing.

Prophix Implementation

None at this time
  • Senior consultant leaving the company during implementation
  • Green consultant left to complete implementation
  • Uniqueness to our organization