WorkPlace Requisition & Procurement

* ease of set up and implementation
* very intuitive and easy to use interface
* endless options for routing rules and customizing user experience
* seamless integration with our accounting software

* there is not a way to receive a % of a job. We do a lot of service calls where this is necessary
* it would be nice if some system features could actually be customized by user level (i.e. editing purchase orders from review)

From a Finance Department standpoint, I liked how WorkPlace streamlined our AP processes and is assisting us in becoming a paperless department from the expense side. From a Ministry perspective, I like how the system is mobile for our approvers on the go. In addition I like how convenient it is for administrative assistants to submit expense reimbursements on behalf of volunteers, regardless of which church campus the volunteer is from, and to get those reimbursements back to volunteers in a timely manner. Although we haven't been able to use the Requisition Management system to full capacity, I really like how it gives the church better control on the spending.

One thing I least like about this software is the unresolved problem of duplicate credit card transactions that randomly appear in the system. Our consultant and Paramount WorkPlace technicians have tried to trouble shoot this problem without any resolution. We process anywhere from 600 to 700 credit card transactions per billing cycle and continue to find about 1% of those transactions are duplicates. This problem results in our team spending more time to reconcile the credit card statement and more fees from our consultant to correct our reports for our annual audits. In addition, it requires more time from our end users having to communicating with Finance about the duplicates. I'm surprised that this hasn't been figured out considering that there must be other companies using WorkPlace that process their credit card transactions as well.

Another thing I least like about this software is the approver notification limitations. There are times when an approver's transactions are routed to the alternate but the alternate has no visibility of these transactions to approve. That results in Finance having to send out emails to the alternate approver asking them to check their system for these transactions. And when the approver cannot locate the transaction to approve, Finance spends more time working with the approver to "find" the transaction.

I like the ease of flow of requisitions through the system. The system really saves a lot of paper and time when it comes to getting a requisition seen and approved by all of the right people and on to the purchase order development.

No training available. A lot is not needed, but a minimal amount would be very helpful and I think beneficial to the product.

We have required very little customer support - but when we did require support it was always prompt, thorough and professional. We like that we were able to customize a field with our company specific job identification numbers.

The system is not always user friendly or intuitive when initially setting up users and modifying shopping lists, etc.