Personify is a great tool to coordinate member specifics including but not limited to purchases and tenure. The reports feature is a great tool and easy to use.

As a user, I don't have any insight into the cost or set up, so I can't really determine any cons other then the platform is so large that searching for what is needed can be difficult at times.

I appreciated all the time spent with Personify's staff during the implementation process and the support response we continue to receive following our implementation two years ago. We have gotten used to most of the functionality and have found work-arounds for most of the things the system doesn't readily provide so as to avoid customizations. Our SQL developer/report writer has made this process a lot easier.

Fairly intuitive interface for the non-essential (non-everyday) user resulting in minimal training effort. Much better online experience for our members.

Following the demo, we believed the report writing functionality would be far easier. Several staff went through on-site training with a Personify representative and quickly realized that many day-to-day reports required more knowledge than our users had and our Association would need to hire a SQL developer/report writer to assist us in creating the reports we regularly needed. Some processes (especially related to finance and membership) were made more difficult/time-consuming due to the way our Association works vs. the system's design.

We had many issues with membership payments for the first 6 months of use with Personify after the transfer from Trinexum. Membership payments were not going through, but memberships were still active, so no reason to check the member's account. This caused our branch to have a decrease in membership revenue. Like I previously stated, I use Personify360 all day and feel very well versed in it and I am the go to person at my branch for issues, but there are several things that I am unable to solve. I had been looking forward to using PersonifyGO because I was told it would look cleaner and I think be less intimidating to our front line staff, however we never started using GO because of concerns for issues with GO

I liked the facility visit reports for members, they were very detailed and official looking, easy to create for members who needed them for their employers. Merging customers is rather easy. It is easy to go from the a customer in facility access to their customer record.

I worked in the system the majority of my day, so I felt pretty comfortable in what I needed to do, however, my staff who worked once or twice a week(almost all of my staff) had trouble remembering the correct processes and where to click. There are too many things that you can click on that are not necessary for our association to use. The subsystem names for membership types and programs/classes were more confusing. When we had Trinexum it was very easy to go through the membership sales process and connect family members to the membership, upgrade, downgrade, but Personify was much more dfficult and involved with these processes. Child Care and Camp balances are much harder to pay off when they are not currently due, resulting in Unapplied Receipts being created and needing to be applied once those balances came due, making it hard to pay summer in full at the beginning when parents wanted to. Front line Welcome Desk users did not have access to print a receipt on a payment for multiple invoices paid at the same time. Staff with the same Persona in Personify did not always have the same access. Data Analyzer is not very easy to utilize to pull reports when needed.

Overall, Personify has been a great AMS for our association. We are finding that after two years of being on the software, internal users have learned to rely on the AMS as our "software of truth", and our users look to Personify more frequently to determine how to be capture miscellaneous data elements above and beyond order-based transactional data.

The software is mostly intuitive, and the setup across product types (memberships, meetings, inventoried products, etc.) is very similar, making it easy to add on additional product lines after an initial implementation. Being in the finance department, I'd be remised if I didn't note that the underlying accounting functionality is superb. Full, accrual based accounting is tracked in the system, and many revenue recognition options are offered at the individual product level. After being on the software for just over two years, we still find ourselves occasionally amazed that the software handles unique transactions correctly, and are pleasantly surprised that the underlying accounting (the debits and credits) are accurate without any special adjustments needing to be made. However, the system also offers an easy way to perform special adjustments when needed.

Prior to implementation, when the software was first demoed to us, it was not made clear that what we were seeing in the demo was not yet available in the version we would be implementing. This left a sour taste in our mouths during the initial months of our implementation, which we eventually overcame. The other item I like least is the reporting in Personify. While there is an ad hoc reporting tool that comes with the software, Data Analyzer, it can be difficult to learn and become proficient in the software, even for a tech savvy finance professional. We quickly determined that a report writer position that has SQL programming skills would be needed in order to extract all of the data we knew was housed in Personify.

The good thing about Personify360 is that it is catered to our type of business (association). Currently, I am responsible for the upkeep of the reports in Personify, but I am also learning the many aspect of Personify360 in order to become and administrator. The Personify online help is very helpful. It gives me a better understanding of some of the screens that I am accessing.

I like the fact that the startup page is simple and not crowed. The main things that I need to work on is right there and easy to get to because they are group together. I also like the idea of the tabs. Meaning that you can go to an order and when done, you can exit that order without losing where you were previously. Also, because I create and run online report, I like the fact that I can export a report to Crystal Reports. We had some reports that needed to be updated and we were not able to find the original reports. So by exporting the reports, we were able to make the changes and reload the reports back to the BOE server.

Sometimes it is difficult to find certain things like demographic answers. I have to go into several layers in order to find it. I wish there were a search field so that I can find what I am looking for based on a key word.