UniPhi

UniPhi

Portfolio & project management software

4.4/5 (25 reviews)

UniPhi Overview

UniPhi is a web-based portfolio and project management software which incorporates nine aspects of project management including document management, financial management, project collaboration, risk management, issues management, and resource planning. The UniPhi solution also features time management, cost management and contract management functionality alongside dashboards and reports.

UniPhi allows users to store, create and manage documents in a single location. Users can also track and manage contracts, communicate contract variations, and progress payments from UniPhi’s centralized platform. With cost benchmarking, forecasting, and reporting technology plus timesheets and timesheet approvals, users can manage project costs and financials. UniPhi features portfolio dashboards and progress reports which enable users to gain insight into project performance.

Users can raise, assign, and monitor risks and issues across portfolios, programs, or projects. UniPhi’s real-time communication and collaboration tools allow users to manage projects, portfolios and tasks, and the software can be integrated with applications including Microsoft Outlook, SugarCRM, and MYOB. UniPhi serves to streamline resource planning and time management with real-time utilization and overallocation technology and delivery date and due date tracking.

Pricing

Starting from
A$55,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Europe, Middle-East and Africa, United States

Supported Languages

English

UniPhi Reviews

Overall rating
4.4/5
100% positive reviews
10
Excellent
15
Very good
0
Average
0
Poor
0
Terrible
Sonia M.

Positive Software experience, a very high level of customer support available.Can't comment on price

Used Daily for 2+ years
Reviewed on 2017/07/19
Review Source: Capterra

Systematic and fully integrated management of our project information. Great assistance with auditing and reviewing performances.

Pros

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).

Cons

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Ekaterina A.

Very useful for managing research projects.

Used Daily for 2+ years
Reviewed on 2017/08/09
Review Source: Capterra

Ability to keep track of important dates for research and funding.
Ability to organise research materials and keep them in the cloud.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Jason A.

I Love Uniphi - I have had it for 5 years now and have implemented into 4 organisations

Used Daily for 2+ years
Reviewed on 2017/07/19
Review Source: Capterra

huge productivity and flexibility with a web based system

Pros

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

Cons

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
David H.

I have deployed UniPhi in a number of my business over the past 10 years, and will continue to.

Used Daily for 2+ years
Reviewed on 2017/07/19
Review Source: Capterra

Huge gains in efficiency and productivity

Pros

I have used UniPhi as a single project delivery tool; as a complete enterprise management tool; and everything in between, in different businesses. I find both the product and the company support to be exceptionally competent, regardless of the deployment. Whether we have used UniPhi to manage individual projects, or more recently to run an entire manufacturing and construction company, the platform has served us well. The fact that EVERYTHING is managed in UniPhi is priceless - such an efficiency!

Cons

Some aspects of the 'user experience' could do with a refresh. While the functionality is bullet proof, it can take some time to get individual users up to a high level of competency.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Brett B.

A very powerful project management system that is adaptable to individual business proceedures.

Used Daily for 2+ years
Reviewed on 2017/07/25
Review Source: Capterra

Easy to use with well constructed input fields.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10

UniPhi Pricing

Starting from
A$55,00/month
Pricing options
Free Trial
Subscription
Value for money

Contact UniPhi directly for pricing details.

UniPhi Features

  • API
  • Activity Dashboard
  • Automatic Notifications
  • Collaboration Tools
  • Gantt Charts
  • Prioritizing
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Task Management
  • Task Tracking
  • Third Party Integration
  • Timesheets

  • Activity Tracking
  • Drag & Drop Interface
  • Multiple Projects
  • Task Planning

Additional information for UniPhi

Key features of UniPhi

  • Approval process control
  • Assignment management
  • Audit trail
  • Best practices repository
  • Budget management
  • Collaboration tools
  • Collaborative workspace
  • Commenting
  • Commitment tracking
  • Communication management
  • Contract management
  • Cost management
  • Data import/export
  • Document management
  • Document storage
  • Document templates
  • Due date tracking
  • Escalation management
  • Filtered views
  • Financial management
  • Invoice management
  • Issue tracking
  • Lifecycle management
  • Microsoft Outlook integration
  • Permission management
  • Portfolio management
  • Progress reports
  • Project management
  • Quote management
  • Real time data
  • Reporting & statistics
  • Risk management
  • Role-based permissions
  • Supplier invoices
  • Template management
  • Third party integrations
  • Timesheet management
  • Version control

Benefits

  • UniPhi offers a scalable solution, allowing users to expand their UniPhi system at any time by choosing the specific modules their business requires.

  • As a cloud-based solution, users can access UniPhi via any web browser, or through the native iOS and Android mobile apps.

  • UniPhi facilitates distributed data capture, enabling project teams to update tasks, generate invoices, pay suppliers, monitor risks, and resolve issues automatically without needing to write up status reports.

  • UniPhi supports third-party integration with applications such as Microsoft Outlook, Microsoft Excel, and MYOB.

  • UniPhi provides a centralized and transparent platform from which to view information related to individual projects or across an entire portfolio, giving team members their own perspective of issues, risks, documents, tasks and budgets.

  • UniPhi FAQs

    Below are some frequently asked questions for UniPhi.

    Q. What type of pricing plans does UniPhi offer?

    UniPhi offers the following pricing plans:

    Starting from: A$55,00/month

    Pricing model: Subscription

    Free Trial: Available

    Contact UniPhi directly for pricing details.

    Q. What are the main features of UniPhi?

    UniPhi offers the following features:

    • Approval process control
    • Assignment management
    • Audit trail
    • Best practices repository
    • Budget management
    • Collaboration tools
    • Collaborative workspace
    • Commenting
    • Commitment tracking
    • Communication management
    • Contract management
    • Cost management
    • Data import/export
    • Document management
    • Document storage
    • Document templates
    • Due date tracking
    • Escalation management
    • Filtered views
    • Financial management
    • Invoice management
    • Issue tracking
    • Lifecycle management
    • Microsoft Outlook integration
    • Permission management
    • Portfolio management
    • Progress reports
    • Project management
    • Quote management
    • Real time data
    • Reporting & statistics
    • Risk management
    • Role-based permissions
    • Supplier invoices
    • Template management
    • Third party integrations
    • Timesheet management
    • Version control

    Q. Who are the typical users of UniPhi?

    UniPhi has the following typical customers:

    Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

    Q. What languages does UniPhi support?

    UniPhi supports the following languages:

    English

    Q. What type of pricing plans does UniPhi offer?

    UniPhi has the following pricing plans:

    Subscription

    Q. Does UniPhi support mobile devices?

    UniPhi supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does UniPhi integrate with?

    UniPhi integrates with the following applications:

    12d Synergy, MYOB Essentials, Microsoft Excel, Microsoft Outlook, Microsoft Power BI, SugarCRM, Xero

    Q. What level of support does UniPhi offer?

    UniPhi offers the following support options:

    FAQs, Forum, Phone Support, Video Tutorials