New to accessplanit and enjoying it so far

Very smooth - access to the sand box was given a few weeks back and we've been encouraged to play around with it and find our way round the system. The 3 conference calls/webinars I've sat in on have been good but are probably a bit too content-heave for 90 minute sessions - having less content in the allocated time would work better as we skipped a few exercises due to time constraints.

Pros

The team have built exactly what we've asked for so accessplanit will allow us to move away from 3 different systems we currently use and use one streamlined provider with everything all in the same place which is not only far more convenient but will also save so much time!

Cons

I've only played around in the sand box so far, not the real system so I'm not really in the best position to judge this and critique it negatively so far.

Improving efficiency

For a small company AP were very effective in getting us up and running quickly with this software, and good at coaching us through the initial set-up. We had a difficult transition period when the legacy system was switched to the new system, but they were eventually able to give us the support we needed. AP have some very useful hints, tips and 'help' information and are fairly good at letting us know about software releases and glitches.

Pros

It has extended our automated functionality, allowing us to communicate more efficiently with our customers and save valuable administrative time

Cons

Have still not got the hang of the easiest way to achieve financial reporting for my company - the finance data slicing could be improved Integration with other systems has not worked so far

Effective, reliable, easy to use Training Admin system

We took over a business that was using Accessplanit and had to quickly get to grips with using it. The support was great and we soon worked out the basics. It is reliable and flexible and does what we need it to. A huge improvement on spreadsheets, which is what we relied on before. We have since added on additional functionality and the team was really helpful, showing what we could do and helping set it up so it provided the functionality we wanted.

Pros

Easy to set up and use. Great support. Easy to get at different data.

Cons

Difficult to set up reports - but easy to access data on an ad hoc basis

Fairly Good System For Simple Businesses

Communication could be improved. When they identify a fault, sometimes we are left to find this our ourselves. Overall, the system is good. But as we have quite a complicated range of products in our business it is not as easy to apply the system to this.

Pros

The ability to have a tidy database where all users/companies are assigned to groups.

Cons

Over the three years plus that we have had the software, our Account Manager has been great. However, I have mixed reviews regarding customer support. Whilst always very prompt to respond, sometimes it seems that they do not know the system very well.

Accessplanit assisted us in a professional and diligent manner from the very start of our project.

time saving, better service to clients and increase in business performance and output

Pros

The ability to complete tasks in a quick and easy process contained within a single system has been invaluable in increasing our business performance and outputs. The flexibility and options now available to our clients has enabled us to provide a more flexible and user friendly environment for them.

Cons

Certain aspects of functionality are not as easy to use as others and there is a need to understand the relationship of the data in order to do some things, however once this is understood and the process followed the issue is no longer relevant.