Great Analytics for Business and Project Management
June 03, 2022

Great Analytics for Business and Project Management

Kat Fair | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

BQE Core

Overall Satisfaction with BQE Core

Dashboards are an amazing quick view of an overall snapshot of what is going on. I love the ability to customize and set up multiple dashboards for Accounting, HR, Project Management, etc. The ability to fine-tune a time period is one of the best features. Time Sheets are easy to use for staff with minimal training.

Pros

  • Invoice Collections within Billing is a great tool because of the ability to take notes and track contact.
  • Invoices are professional looking and easy for our clients to understand the overall progress within each phase of their project.
  • Dashboards are the best tool EVER!
  • The Contact List feature within Clients setup is the perfect way to track multiple project managers within a large company that also has multiple contracts with us.

Cons

  • It would be great to click on a dashboard area and drill down into an actual report.
  • I'd like to be able to customize what reports I see within Time Card > More > View Reports, set up a memorized report, and then access it from there while also being able to reset date parameters.
  • I'd like the ability to further customize payroll settings. Under Global Settings > MASTER INFORMATION > Employee information > TIME OFF > I like that I can re-name 4 fields of the Activity Items, but I need more and my name does not transfer to some of the reports I use.
  • When emailing invoices, I would like the choice to send from more than one email address. For example, my Project Coordinator creates and sends out invoices to clients so her email signature is used. I, send out reminders under the Collections area but I need to replace her signature with mine every time. It would be nice to be able to choose more than one "signature" to send from.
  • It would be great if you could have a "most used" section for reports. Needing to sift through 200 reports and read/decipher all the descriptions it a giant time sucker.
  • Better ability to manage projects
  • We are still in the first two years and have not fully been able to utilize the software so at this point it's not paying for itself. Part of that is our time constraints. We have not focused on training and implementing.
Although QB has a project component, it only provides basic cross-referencing and is not nearly as sophisticated in its ability to create relevant reports for use in identifying KPIs. It also does not have the ability to create phased project invoices without a manual entry requirement.

Do you think BQE CORE delivers good value for the price?

Not sure

Are you happy with BQE CORE's feature set?

Yes

Did BQE CORE live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of BQE CORE go as expected?

No

Would you buy BQE CORE again?

No

The software contains so many analytical tools that it's sometimes cumbersome to navigate for staff that doesn't use it daily. It's not as intuitive as other software. Sometimes simpler is better.
Staff has been very helpful and quick to respond
There are too many reports to choose from and no previews to see what you will get. I inevitably end up with an 84-page tome. The filters need to be revamped to help drill down.

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