Replicon Polaris PSA is a professional services automation platform containing project management, expense tracking, and billing features, from Replicon headquartered in Redwood City, California.
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Vantage Point
Score 1.0 out of 10
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Vantage Point is a call center workforce management application from Pipkins in Chesterfield, Missouri.
It's great if you have a small contact center and are very comfortable with Vantage Point's coding, and you don't use Macs. Outside of that it can be a pretty tough platform to use. If you are running a large contact center or anything that will change much, I wouldn't recommend Vantage Point
Timesheets are pretty straightforward, you just have to choose a client/project/task that you worked on (in that order), and put the hours for each day. You can then specify if it is billable or not and that’s it, you can submit.
Time off are also very efficient, as you can select your days off from your calendar, and choose if it is a paid time off, sick leave, or other type of leave. By selecting a range of days, it automatically subtracts weekends, bank holidays, and gives you the remaining days off that you have (and if it is possible to request paid time off for example). The calendar view is very good.
Expenses management are very efficient, you just have to describe what you spent and select on what project or client, then put the incurred amount and upload scans of your receipts. It also handles different currencies which is good for international companies, and you can keep track of the approval status, to know when you are going to be reimbursed without asking the finance team.
We didn't have a clear operating agreement, and whenever we would call or email them they would tell us they were working on something, then we wouldn't hear back. We could have solved the problems ourselves if we had known we needed to - poor communication
We used to track time on JIRA on the tickets. This was good enough for time tracking, but didn't integrate efficiently with accounting software, so accountants had to replicate manually the data from JIRA to their software in order to bill clients. Using Replicon made things much easier for them.
We picked Vantage Point based on functionality and price. We wanted something that was purely wfm and not anything else. Vantage Point has an a la carte solution and is very economical. In some ways, the failure of Vantage Point for our application wasn't Vantage Point's fault. We didn't dedicate as many resources as needed. That said, we didn't feel we got any support from their team
