Hoping It Gets Even Better
October 13, 2017
Hoping It Gets Even Better
Score 7 out of 10
Overall Satisfaction with Unanet
We use Unanet for our time keeping, customer billing processes, and to calculate profitibatily across various components.
- 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.
- We have timesheets set up on a monthly basis. Staff may work on anywhere from a few to 20 or more different projects in a month. The timesheet does not allow you to freeze columns or rows, so as the sheet takes up more than the screen it can be confusing to stay on the correct line.
- The approval process for time and expenses is challenging. Any change initiated by one project manager requires every project manager associated with the timesheet to have to re-approve. This waste a lot of time my very busy leadership team could use elsewhere.
- As long as timesheets are entered correctly, i.e. staff are selecting the exact right project to record their time, information flows to the customer billing process easily. If they don't changes are time consuming and cumbersome to make.
- There were a lot of things we found out the hard way that I thought the implementation team could have warned us about. For example, we gave all our projects a 10-digit code. The number of digits was great. The fact that some of the codes then start with "0" is. When you export from Unanet you get a CSV file. CSV files drop the leading "0" from the worksheet. So if you make a change to a large group of projects that should be easy, you have to correct all those project codes by adding the "0" back or Unanet can't match it up. When I'm dealing with hundreds of lines on a worksheet that is a problem. The implementation team should have warned me about that.
- It's probably too early to fairly answer this question. Exporting and Importing billing information has reduced the time spent in creating customer invoices. Which presumably leads to shorter collection time. This frees up more time during the accounting cycle for other activities. I'm hoping that as we further use Unanet's capabilities we will see a marked improvement in the billing process.
- Once staff got comfortable with Unanet, there was an increase in job satisfaction. Staff reported the system was easy to learn and use. Staff use it to submit request PTO so the one-stop-shop works for them.
- We're still working on reports, but this was one of the features we liked about Unanet when we made the decision to purchase it. I'm excited about real time reporting capabilities in Unanet. It will allow project managers to more effectively assign and track resources applied to individual projects, practice leaders to measure profitability by person, product line, customer, or any manner of criteria, and assist the executive team in making fully informed business decisions.
I evaluated several options and narrowed my search to Unanet, Big Time, Journyx, and Harvest. I had a demonstration by all but three (one did not offfer a demonstration that fit my needs) and I made a comparison worksheet of the features, costs, implementation time, support, integration with our existing finance software, and portability. We then made a final decision by committee that Unanet was the best fit for our needs and expectations.
As I said, Unanet is great for timekeeping and expense reporting. It's very easy to navigate and intuitive for my staff to use. On the other hand, reports are a challenge. The ones that are "canned" only come out as PDFs so I find I waste a lot of paper each month. Customized reports are better and come in Excel, but setting them up is not that easy. We've been working with Unanet just over a year. We went "live" effective 1/1/2017 and we're still avoiding the reporting functions even though that was one of the main reasons we purchased Unanet in the first place.