Accelo provides cloud-based Professional Services Automation (PSA) software designed to unify and streamline client, project, resource, and financial management for service-based businesses. By centralizing operations into a single, intuitive platform, Accelo eliminates the need for fragmented tools, delivering a comprehensive solution that improves efficiency, transparency, and collaboration across teams. Serving industries such as consulting, engineering, architecture, IT…
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Planview ChangePoint
Score 7.5 out of 10
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Planview Changepoint is a platform that marries professional services automation (PSA), project portfolio management (PPM) and business analytics to provide managers broad operational visibility and control over their strategic business portfolios.
Harvest and Asana combined don't even scratch the surface of what Accelo can do. Harvest is nothing more than rudimentary time tracking. It's about as easy to use as they come, but it stops there. There's no tie in to project management, invoicing, capacity planning, etc. and …
We switched from Teamwork to Accelo. Teamwork outperforms Accelo when it comes to tasks and email communications. However, Accelo does exceed Teamwork when it comes to impeccable time management. Being able not to overspend time on a client has had a significant benefit in ROI.
Accelo doesn't really exceed any competitors in any one area of their product, but in 2015 when we made the move this was the best option that included all the tools we wanted. However, user adoption was low in some areas due to the UI, so we scaled back Accelo and added other …
We used Workfront prior to using Accelo, mainly for project management and retainer management. There is no comparison between the two as Accelo blows it away.
Planview Changepoint helps us to understand our key customers enabling us to capitalize on every financial opportunity and helps us to forecast demand against the capacities required for new opportunities, and also it automates and monitors contractual terms and conditions. It …
Changepoint was selected for its cost and what it can do. I was not involved in the decision to purchase Changepoint, but it appears to be a good decision.
The system predates me as I was not working for the company when the solution was chosen - I understand this may have been an 'overpromise, underdeliver' scenario. However, we are now moving towards replacing it with Supportworks - and having seen Supportworks in action I …
We believed that Changepoint matched up well, had better support and provided a better pricing structure that worked better for our budget constraints over time. The team was willing to work with us on the design of the tool for our needs and it wasn't going to break the bank …
We selected Changepoint as our PPM tool over ten years ago. We made this selection based upon their 'completeness of vision' and allowing us to develop our PMO processes with a single footprint. Changepoint has been very successful with product enhancements and maintains their …
n/a to me, we used to use spread sheets and a sharepoint site to house all the project related information and documents before we went to Changepoint.
The best services management, easy operations reporting, and data analytics features from Accelo are impressive and easy on data visualization and workflow management software. Accelo was very helpful in collaboration and easy to collect feedback from integrated platforms and the scheduling ability is very unique. The Automation tools are also cost-effective and the ability to manage time through Accelo is perfect.
Changepoint is well-suited for consulting firms and other companies that charge clients for their time and have a need for significant project-management capabilities along with reporting and invoicing. It is not well-suited for companies that want a more basic solution to time reporting and expense reimbursement. The key questions to ask during the selection process revolve around this basic question: how are you going to use this software? Though it has a lot of functionality, the learning curve is steep and basic functionality is not as easy as one would expect.
Tracking customer interactions. Nice integration with G Suite, could be a lot better if they acknowledged that contacts may actually have more than one email address.
Support Ticket system is integrated, so we can view support history and other email correspondence easily. It's cheaper that Zendesk.
Support is reasonably good, usually prompt and responsive.
Constant development - lots of updates, just not often to areas that we use.
There are lots of reporting options. Once you figure out how to work the parameters of a report, the system is able to provide detailed and accurate compilations of data. There are also many custom reports than can be setup, as well. In my experience, we have told Changepoint PSA administrators what kind of report we were needed and they set it up for us, available in a 'custom reports' folder.
You can have several things open at once -- 'portals'. These are up at the top of the screen, much like how Google Chrome has tabs at the top. This is useful.
The client portal needs to be improved. It does not have the same user interface as we have within Accelo and we get a lot of client complaints about it.
It needs more executive-style reporting and the ability to create your own reports and filters.
It needs to be faster. With all of the things Accelo is doing to give you all the data, it is kind of slow compared to other systems in the browser.
The site could become slow with high volumes of traffic. This may have been due to the way that our infrastructure was setup.
Analytic reporting was not available in the version that we used. We created external reports to slice and dice the data and view it as the business demanded.
Sometimes the decision to renew boils down to an old adage "if it isn't broken don't fix it". Previous to moving to Changepoint, it was obvious that we needed a better project management tool. Projects we completed on time but the time zone difference between the teams and several iterations of back and forth caused a number of communication issues with projects. The difference is night and day.
From the beginning the Accelo team has been very invested in ensuring our success and overall happiness with the platform. The initial implementation specialists and trainers did a fairly good job of learning our company and needs, and tried to tailor the trainings accordingly. However, once we made the formal switch to the platform, meaning we no longer were using our legacy systems, we found that we had a lot of questions....and a lot of ideas and recommendations. The support team is extremely responsive and seemingly happy to receive our continual feedback. And if we encounter an issue that seems to be a system issue, they work diligently to fix it (we've actually had an engineer join a call with us to learn of the issue - and subsequently fix it)
Harvest and Asana combined don't even scratch the surface of what Accelo can do. Harvest is nothing more than rudimentary time tracking. It's about as easy to use as they come, but it stops there. There's no tie in to project management, invoicing, capacity planning, etc. and the reporting isn't great. Asana we found to be very difficult to use for complex projects with multiple deliverables, multiple deadlines, multiple teams - and it didn't tie back to budgets and hours worked. So the deficiencies of those two tools are what led us to Accelo. In terms of more comparable systems, I had previously used Workamajig. The sophistication of Workamajig was there, but it didn't seem to have quite as much flexibility and customization. ProWorkflow we evaluated just based on sales and marketing information available on the platform and felt it wasn't quite as good.
The system predates me as I was not working for the company when the solution was chosen - I understand this may have been an 'overpromise, underdeliver' scenario. However, we are now moving towards replacing it with Supportworks - and having seen Supportworks in action I genuinely cannot wait to switch from Changepoint and move on...
Save Money on Lost Time. You won't go over your client retainers in any given month if you use Accelo properly. This ultimately saves your company time and money.
Lost or Broken Communications. They need to get it together with their email system, aka "request inboxes" ... There are too many lost or broken emails for them to be trustworthy with this. My suggestion is to make sure you know everyone you communicate with (including outside sources like Google or other companies) and set them up in Accelo, then send test emails. Also, when in doubt, use your Outlook or other primary sourced email when you want to make sure an email goes through with all appropriate files.
Our ability to maintain a global IS Scorecard helped us to maintain a focus on completing projects on time and within budget.
Having a single instance of Changepoint with projects aligned to specific portfolios helps senior management to maintain a focus on the investment of IS resources. It is foundational to our governance processes.