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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Workday Professional Services Automation
Score 9.0 out of 10
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Workday Professional Services Automation automates the Opportunity to Cash process, connecting HCM and ERP data to match the right talent to projects, reducing manual errors and revenue leakage.
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.
Workday Professional Services Automation is a great product for large companies that have standardized, repetitive processes. The ability to automate tactical HR tasks is essential for business productivity, and Workday Professional Services Automation delivers well in this area. However, when a non-standardized process occurs, it is difficult to modify the system in a way that doesn't create confusion for the end-user, resulting in a less than desirable HR experience. For example, when my small company was acquired, our parent business utilized the software for transferring employees from the acquired business to the parent business to ensure they could sign up for health benefits, payroll, etc on Day 1; but, because every form is interrelated, the in-house Workday team was either unable or unwilling to change their workday "standard" fields for offer letters. As VP of HR for the acquired team, I had to meet one-off with each acquired employee to reassure them that certain clauses in the standard offer letter would not apply, explain why their personal email addresses were being used instead of their business ones, and assure them that they were being fully vested/transferred employees and were not considered "new employees" like the offer letter stated, etc.
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.
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.
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)
With workday support options, I would like to see a more immediately responsive response option. Possibly a chat or a responsive email response team would be helpful.
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.
Workday Professional Services Automation is a happy medium between the other competitors. It is just enough to help you run your business, but simple to use that even smaller businesses can take advantage without a huge and taxing price tag. Its expandable and has been very well received at the companies I've worked at that use it.
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.
