This allows us to complete structured planning of project and resources, while showing data lead results to our business. This tool has saved the business time and money.

Capabilities, Flexibility, Professional Services Support, and cost.

The ability to highlight to the company our active projects, status and resource requirements.

Daptiv is configurable and extensible enough to allow for an organization whose PPM maturity is at any level effective see benefit from using the tool.

Overall very good product. Would enjoy more opportunities for training and more contact with my Customer Manager.

Vanity projects slipping under the radar and wasting resource are a thing of the past.

The ease of use and the great customer service you receive. Daptiv supports you through every aspect of the implementation and provides the same support afterwards.

The dynamic applications are easy to create and use. The analytics module is very rich leading to ease of report creation and dashboarding.

Daptiv has nice visuals and, once you get used to specific functionality it is fairly easy to use.

In hindsight, we probably should have limited our customization of the data model for our implementation.

Daptiv is a one stop shop for our PgMO. We house everything related to our programs and projects in the system.

We used Daptiv's implementation services to stand up our instance and that in itself was an amazing experience.

Demand management including projects prioritization is great. The resources and capacity management module is fantastic to use and all encompassing.

There is a ton of out of the box functionality and best practices baked into this software suite. This makes it quite easy to enable useful functions that help drive improved processes.

Its very easy to use as well very flexible to customize, from project fields, dynamics apps and very customizable reports, can track all the project request with a specific approval policy.

I think all users and customer’s will agree Daptiv is a very easy and user friendly tool to use.

Daptiv has the ability to meet all our varied requirements for portfolio and project management and reporting. Regular updates continue to improve the end-user experience.

Ease of navigation, ease of configuration, maturity of reporting functionality.

Daptiv support is a mix of user manuals, online knowledge base and community forums, and helpdesk support. The good part about their support website is that it is categorized according to roles.

Getting the reports I need quickly. The capacity planner is difficult to explain.

You can create a project from a template based on best practices,  can customize different kind of web form.

I really appreciate the ability to oversee multiple resources and project plans all within one easy to use system.

I love the ability to customize the interactions for each user.

Other software only make a SUM ALL BENEFITS feature which is un-realistic and can dangerously bias decision making.

This provides us the ability to report out to executives on everything we have going on and where it is at from both a completion status as well as a budget status.

Ease of use is number one and if my PMs are happy so am I.

We are embarking on phase 2 - to exploit more of the incumbent functionality.

The capabilities and features are flexible to evolve and mature as our processes and experience matures.

The ease of use would be the best thing about DocuPhase. It's intuitive and processes our stuff pretty quickly.

I like the ease of this program. Training is extremely simple for a program like this and document retrieval is super fast.

Easy to maintain, excellent support and cost efficient.

Product documentation storage works well along with the revision functions. Support for software is on point with a very friendly support staff.

The software provides features that are common on some of the more popular big-name (and costly) competitors. The interfaces were easy for the users to learn.

Can be used to automate and store documents for any process, department or team and has outstanding integration capability.

DocuPhase is a good software to use for processes, mainly accounting and purchasing.

Every process that I have implemented, I have changed shortly after to make it more efficient, even the ones we thought were solid.

The cloud-based platform makes the decision easy to implement. Post-sales support is readily available and moves quickly.

It integrated without databases and website seamlessly. I had no experience with PerfectForms so I rely heavily on their excellent online tools and their support team.

Security can be built at the user or group level. The email approval functionality is very useful for employees that are constantly on the go.

You can set up your files however it fits your needs. And if you need help, customer service is awesome and responds usually the same day.

Wait is too long for iDatix customer support, bad for keeping day to day business afloat.

The software should be made to recognize duplicate entries. It does not prevent duplicate entries which wastes time once the error is found.

Administration is very easy to use and configure.

Very stable, and easy user interface like being able to do query's for information and love the global search.

The Docuphase team are fantastic collaborators, as we look for solutions together. The Docuphase software is very intuitive yet flexible to allow for customized solutions.

It can be hard to use and find documents as well as some features. Those who are not tech savy will struggle to use it.

There are a few processes that have had a major impact for us. We have automated our onboarding processes, this ensures that all required documents are not only received, but reviewed and approved.

I find the DocuPhase application to be clunky and shows a serious deficiency in usability.

We are very happy with how the software works and how well we are able to maintain various files and electronic records. Customer service is great.

The ease of filing documents is impressive. Workflow tools are versatile and intuitive.

I absolutely love the entire team at DocuPhase and they have the most incredible support over any company I've dealt with.

The overall experience has been very good. DocuPhase support team is excellent when issues arise.

I like how versatile it is and how much you can customize despite being out of the box. Many features and great support teams.

US Dollar

Changepoint PPM is a time and expense management solution designed to help project management office (PMO) leaders, resource managers and executive stakeholders manage hybrid or strategic portfolios, resources and project costs. Administrators can collect and combine portfolio data to define program execution methodologies. 


The platform enables managers to identify resource requirements and allocate staff members across multiple programs based on specific skill sets. Changepoint PPM lets stakeholders generate reports to forecast outcomes, predict roadblocks and analyze budget. Additionally, it allows teams to plan development of new products and create strategic goals to streamline project delivery processes. 


Changepoint PPM lets businesses integrate the system with several third-party applications including monday.com, Salesforce, Workday, Jira, Oracle, SAP, Trello, MS Dynamics, Asana and more. Pricing is available on request and support is extended via phone, email, contact form, video tutorials, guides and other online measures.



LongDescription

Milestone Tracking

Forecasting

Idea Management

Time Tracking

Activity Tracking

Progress Tracking

Ad hoc Reporting

Change Management

Portfolio Management

Project Planning/Scheduling

Timesheet Management

Strategic Planning

Project Management

Approval Process Control

Gantt/Timeline View

Projections

Resource Management

Calendar Management

Collaboration Tools

Template Management

Risk Management

Multiple Projects

Version Control

Cost-to-Completion Tracking

Requirements Management

Skills Tracking

Capacity Management

Real-Time Data

Issue Management

Utilization Reporting

Client Portal

KPI Monitoring

Forms Management

Workflow Management

Project Tracking

Percent-Complete Tracking

Budgeting/Forecasting

File Sharing

Alerts/Notifications

Reporting & Statistics

Traditional Methodologies

Data Visualization

Time & Expense Tracking

Reporting/Project Tracking

Customizable Templates

Visualization

Dashboard

Expense Tracking

Real-Time Reporting

Kanban Board

Goal Setting/Tracking

"What If" Scenarios

Budget Management

Reporting/Analytics

Prioritization

Drag & Drop

Project Planning

Task Progress Tracking

Task Management

Document Management

Search/Filter

Resource Scheduling

Please contact Changepoint for pricing information

Email/Help Desk

Knowledge Base

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Planview Daptiv

In Person

Live Online

Webinars

Documentation

Docuphase offers a comprehensive suite of intelligent financial solutions that create predictability, visibility, and efficiency. Our solutions include Document Management, Invoice and Data Capture, Forms & Workflow, AP Automation, and Vendor and Supplier Payments. All of which are designed to optimize and automate back-office operations allowing your HR and Finance teams to focus on more important tasks. 

AP Automation and Vendor Payments Solutions
Allow DocuPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. 

Document Management Solution
Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase can digitize paper-records, centralizing these documents into an easy to use repository and simplifying how data is stored and retrieved for enhanced security and compliance. 

Forms and Workflow Automation Solution
Automates the collection, routing, approval, and notification processes for things like expense approvals, time off requests, and employee onboarding. Ensure the right stakeholders are involved at each step of your process, however simple or complex, minimizing delays and bottlenecks. 

Whether you are looking to automate your entire invoice-to-pay process, or simplify how data is captured and stored; DocuPhase can meet you wherever you may be in your digital transformation journey. 

Commenting/Notes

Optical Character Recognition

Document Templates

Project Workflow

Electronic Payments

Invoice History

Barcode/Ticket Scanning

Payment Processing

Data Verification

Document Storage

Document Imaging

Access Controls/Permissions

Process Change Tracking

Templates

Workflow Configuration

Image Pre-processing

Electronic Signature

Data Extraction

Document Capture

Digital Asset Management

Aging Tracking

No-Code

Zone Selection Tool

Data Capture and Transfer

File Recovery

Full Text Search

Recurring Payments

Data Import/Export

Offline Access

Process Modeling & Designing

Process/Workflow Automation

File Conversion

Document Classification

Duplicate Payment Alert

Audit Trail

Content Management

Electronic Funds Transfer

Information Governance

File Storage

Mobile Access

Compliance Management

ID Scanning

Vendor Management

PDF Conversion

Text Editing

1099 Preparation

Convert to PDF

Graphical Workflow Editor

ACH Payment Processing

Email Management

Invoice Processing

Autofill

Fraud Detection

Business Process Automation

Billing & Invoicing

Metadata Extraction

Document Review

Accounting Integration

Multiple Output Formats

Web Forms

Real Time Reporting

Compliance Tracking

PO Reconciliation

Batch Processing

Forms Creation & Design

Pricing varies based on your solution of interest and needs. Please reach out to DocuPhase directly for more information.

Planview Daptiv vs DocuPhase

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