UniPhi Reviews

Templates. Our company has different service lines eg Access, OHS, Project Management etc and being able to create different templates for each department works well and is efficient practice.

Not very flexible. Contract don't allow for additional information to be inputted such as supplier numbers or multiple names due to invoicing requirements of some of our clients. We have to manipulate the invoice with a PDF editor program. The invoice template could be more clearer and cleaner.
Not having a dedicated customer service rep to assist with day to day issues is also an annoyance but I understand a new customer serve platform is coming soon.
Reports. We have found that while there is a huge amount to chose from, not many are useful. Sometimes you have to refer to 3 or 4 to get the data you need. For eg there is no 1 report that tells us a) the project budget b)how much the cost is up to date c) how much we have invoiced and d) how much fee is remaining. That is important info to help manage our projects.
Resources- have a system in place that alerts to duplicates being created would be a big improvement to the program.

Integrated document management, cost and contract management in the one interface with web browser access and the app.
I have implemented Uniphi into 4 organisations that i have worked with in the past 4 years after seeing the antiquated methods that they use.
the low cost for initial deployment is attractive for small business and the fully customisable across industries.
Integration to our accounting system Xero is a great feature.
My sister runs Uniphi in her business. its web based application allows me to log into the platform and review projects or issues she has in real time

Most of them are user quirks and customisations that I haven't had completed but i regularly provide feedback to the development team.

Manages issues, risks and costs in real time. Screen layout and filters are set up so that the user can concentrate on the tasks which need to be completed first rather trolling through information which is not relevant. Reports have the ability to pull the various project metrics together in one place quickly and efficiently, PCG reports can be pulled together in minutes as opposed to days.

The set up parameters are tailored to your business. A review of how you do business should be undertaken prior to implementation so that your deployment is up to date. The system if crafted correctly has the ability to reinforce the culture within your business.

I find particularly the full financial management path of the programme to be very good. By this I mean from the raising of a contract through to a payment recommendation, there is full tracaebility which would satisfy any audit process. Document storage is good and the on-site app makes it easy when on-site to retrieve drawings etc and raise an issue for distribution promptly. The the plugin for outlook is very handy.

The plugin for outlook is only compatible with 32 bit MS op systems which is a drawback. Document management is an area where there can be improvements made.

As a Document Controller, the complete integration of data input, information, reporting, records management, version control, transmittals, document and methodology libraries...the traceability.

I also really like the support. There are multiple avenues for support and learning, the UniPhi-Youtube channel with tutorials is excellent. The UniPhi website contains very helpful manuals and FAQs section. Finally our Manager Graham Eldridge is accessible and always helpful and willing to tailor solutions to needs, fix issues.
In an offsite setting as a new to industry worker, the support is critical. I have never felt that I am asking too many questions, although I do try and go to the resources first.
Coming from a background as a Bank Manager using dashboards, I can see that UniPhi would also produce valuable and insightful data that would assist in saving huge amount of time in preparing client reports, (although not used on our deployment).

I don't feel confident that filters are always providing accurate results. Filter ranges or settings feel clunky, or not providing sufficient flexibility to manipulate data sorting.
With that said on our deployment UniPhi has not been untilised to it's true potential.... and whenever I have a problem, I never ever receive a brush off from our UniPhi Manager .. he will happily try and resolve and create workarounds.

Keeps all our data relating to projects in the one location.
Can sort using filters, however have now lost search function under Summary module - very frustrating

Reports are difficult to customise
Customer support is very poor
Latest upgrade introduces more clunkiness, by adding in extra steps. Ie two steps to see the PDF of a document rather than the previous one step.
Time sheets once submitted do not automatically roll onto the next day, which occurred previously. Now go back to the beginning of the week.
More difficulty adding resources - and then including in the Contracts tab

For me the most useful are the issue management features. I can log any grant applications and archive access issues to make sure I don't miss important deadlines and my research projects are on track. The main page allows me to see all my urgent issues at a glance which helps me to keep on top of my work.

I also like the version control feature. It helps me to ensure that I am editing the latest version of the document.

It is a bit frustrating that I can't simply cut and paste texts into the documents. Instead, I have to paste the text into an intermediary dialog box.
I would like to be able to organize the documents attached to UniPhi document in alphabetical or any other order.

I have deployed UniPhi to run individual projects; as an enterprise management platform for an entire manufacturing and construction business, and many points in between. In every case both the product and the support have been excellent. The fact that Everything can be run on the one platform offers incredible efficiency and effectiveness.

Some of the 'user experience' aspects could do with a re-fresh. While the functionality is bullet proof, it can take a while for some users to get really comfortable and become proficient.

Its good at managing contracts - what's paid, what's left of the contract, you can find previous invoices. Templates make approvals easy

Numbers change without any human input, too many items that cant be explained, you spend your life searching for errors, too easy to wipe the unforecast budget, difficult to cash flow, doesnt handle interest changes, cant get an easy report, cant see what the changes are month to month, too many screens to get lost in, difficult to cash flow, cant scenario model.

I find overall the software is logical and easy to use. I find the customer support to be excellent in terms of (a) speed of returning our telephone / email requests for assistance, (b) visiting our workplace to workshop new ways of performing processes and (c) offering additional services to complement our existing suite.

There is no help feature within the software so at times it can be trial and error to determine how to use a function.

It's ease of use and ability to act as a document repository as well as a reporting system. All team members can access the system from anywhere in the world which makes us able to call on experience from team members around the world and not just local.

Nothing...I love this system and it should be used more widely! Every time we require an update or an 'out of the box' addition it's been able to be done with no issues at all.

The financial control features of the product are excellent. They are detailed, transparent and can be easily linked to issues that can arise on a project so that the project manager can always find out what a project expense is for and why.

There is nothing we do not like about Uniphi. We are yet to find a downside to this product and we have been using it for over 2 years.

The ease to use and train new staff. The cloud based nature of the software being helpful given the remote nature of our team.

There are a number of functions we don't use in the software, more specifically around costs and forecasting.

All information about a project can be input and tracked in UniPhi. The customisation options are numerous. The data in UniPhi is brilliant for understanding what the team is doing.

As a 'regular' user, I have to depend on others to customise reports. For example, I can only check on the team one team member at a time. All the data on all the team members is there, but my view of it is limited.