ThreeSixty

Capturing Data

Kommentare: Overall, I find the experience good. We came from IMIS and Personify is so much better. We are working with Personify to fully appreciate the tools Personify has to offer.

Vorteile:

I like the fact that Personify can capture a lot of data and that all staff can utilize whether by pulling reports, looking up specific individuals, etc. It allows for staff to be "in the know" without having to email colleagues to find out information. If you want to capture an account holder's specialty, or engagement activities, this allows anyone in the company to be able to utilize that information.

Nachteile:

Sometimes, you do not know what you don't know. One can enter data in a table and maybe that information would be best in another table in Personify. One really needs their organization's IS team that is in touch with every department that needs/uses Personify to coordinate information. This leads to more complete data and employee engagement.

P360 Review

Kommentare: I appreciated all the time spent with Personify's staff during the implementation process and the support response we continue to receive following our implementation two years ago. We have gotten used to most of the functionality and have found work-arounds for most of the things the system doesn't readily provide so as to avoid customizations. Our SQL developer/report writer has made this process a lot easier.

Vorteile:

Fairly intuitive interface for the non-essential (non-everyday) user resulting in minimal training effort. Much better online experience for our members.

Nachteile:

Following the demo, we believed the report writing functionality would be far easier. Several staff went through on-site training with a Personify representative and quickly realized that many day-to-day reports required more knowledge than our users had and our Association would need to hire a SQL developer/report writer to assist us in creating the reports we regularly needed. Some processes (especially related to finance and membership) were made more difficult/time-consuming due to the way our Association works vs. the system's design.

Not very user friendly

Kommentare: We had many issues with membership payments for the first 6 months of use with Personify after the transfer from Trinexum. Membership payments were not going through, but memberships were still active, so no reason to check the member's account. This caused our branch to have a decrease in membership revenue.
Like I previously stated, I use Personify360 all day and feel very well versed in it and I am the go to person at my branch for issues, but there are several things that I am unable to solve. I had been looking forward to using PersonifyGO because I was told it would look cleaner and I think be less intimidating to our front line staff, however we never started using GO because of concerns for issues with GO

Vorteile:

I liked the facility visit reports for members, they were very detailed and official looking, easy to create for members who needed them for their employers. Merging customers is rather easy. It is easy to go from the a customer in facility access to their customer record.

Nachteile:

I worked in the system the majority of my day, so I felt pretty comfortable in what I needed to do, however, my staff who worked once or twice a week(almost all of my staff) had trouble remembering the correct processes and where to click. There are too many things that you can click on that are not necessary for our association to use. The subsystem names for membership types and programs/classes were more confusing. When we had Trinexum it was very easy to go through the membership sales process and connect family members to the membership, upgrade, downgrade, but Personify was much more dfficult and involved with these processes. Child Care and Camp balances are much harder to pay off when they are not currently due, resulting in Unapplied Receipts being created and needing to be applied once those balances came due, making it hard to pay summer in full at the beginning when parents wanted to. Front line Welcome Desk users did not have access to print a receipt on a payment for multiple invoices paid at the same time. Staff with the same Persona in Personify did not always have the same access. Data Analyzer is not very easy to utilize to pull reports when needed.

Finance Department Friendly

Kommentare: Overall, Personify has been a great AMS for our association. We are finding that after two years of being on the software, internal users have learned to rely on the AMS as our "software of truth", and our users look to Personify more frequently to determine how to be capture miscellaneous data elements above and beyond order-based transactional data.

Vorteile:

The software is mostly intuitive, and the setup across product types (memberships, meetings, inventoried products, etc.) is very similar, making it easy to add on additional product lines after an initial implementation. Being in the finance department, I'd be remised if I didn't note that the underlying accounting functionality is superb. Full, accrual based accounting is tracked in the system, and many revenue recognition options are offered at the individual product level. After being on the software for just over two years, we still find ourselves occasionally amazed that the software handles unique transactions correctly, and are pleasantly surprised that the underlying accounting (the debits and credits) are accurate without any special adjustments needing to be made. However, the system also offers an easy way to perform special adjustments when needed.

Nachteile:

Prior to implementation, when the software was first demoed to us, it was not made clear that what we were seeing in the demo was not yet available in the version we would be implementing. This left a sour taste in our mouths during the initial months of our implementation, which we eventually overcame. The other item I like least is the reporting in Personify. While there is an ad hoc reporting tool that comes with the software, Data Analyzer, it can be difficult to learn and become proficient in the software, even for a tech savvy finance professional. We quickly determined that a report writer position that has SQL programming skills would be needed in order to extract all of the data we knew was housed in Personify.

Personify360 Simple to Use

Kommentare: The good thing about Personify360 is that it is catered to our type of business (association). Currently, I am responsible for the upkeep of the reports in Personify, but I am also learning the many aspect of Personify360 in order to become and administrator. The Personify online help is very helpful. It gives me a better understanding of some of the screens that I am accessing.

Vorteile:

I like the fact that the startup page is simple and not crowed. The main things that I need to work on is right there and easy to get to because they are group together. I also like the idea of the tabs. Meaning that you can go to an order and when done, you can exit that order without losing where you were previously. Also, because I create and run online report, I like the fact that I can export a report to Crystal Reports. We had some reports that needed to be updated and we were not able to find the original reports. So by exporting the reports, we were able to make the changes and reload the reports back to the BOE server.

Nachteile:

Sometimes it is difficult to find certain things like demographic answers. I have to go into several layers in order to find it. I wish there were a search field so that I can find what I am looking for based on a key word.

Personify 360 Review

Kommentare: Overall, I'm happy with the software. It's enterprise software, which means it does the heavy lifting for your business. It's not always flashy, but that's okay. I've never had a bad experience with their customer service team, even though cases/tickets sometimes stay open for a while before getting a final answer. I suspect that has more to do with their size of staff than the actual quality of their support, so I don't really want that to be considered a negative. Again, their ability to integrate with so many vendors is key. If you look at it as your customer database, A/R sub-ledger, and look at everything that connects to it, you'll find that it does the job above and beyond expectations. If you don't have many points-of-integration, then you may find it lacking in style. We, however, have numerous integration points and are able to deliver a seamless single-sign-on experience for our customers, and in general are very satisfied customers. But what I think is most important is the quality of people that work at Personify. I have come to know several of the 3 years we have been with them and value their personalities, skills, and attention to detail. They are genuinely great people to learn from and be around.

Vorteile:

I like the fact that Personify integrates with nearly any association software application. From registration to learning, Personify partners are easy to find.

Nachteile:

Old bugs from years ago are still present in our version of the software, and we are not that far behind.

Personify360 Review

Kommentare: In my opinion, Personify is the reason that as an association we have not been doing as well financially as we did before we made the switch to Personify. We are switching back to Daxko in November and we are all very excited to see our functionality improve and our membership numbers increase.

Vorteile:

Refunds were easy to process. I liked that we had the ability to use contact tracking through the software to notify coworkers about issues with certain customers.

Nachteile:

My primary function is to sell and train my staff to sell memberships. There are a few different ways to sell this product and none of them require inputting credit card information into the payment schedule. Every time we train a new staff it is inevitable that credit card information is not properly attached to a monthly membership and it resulted in payment not being received the next month when the order renewed. The other big issue we had was the customer portal that they could access through our website. So many people had issues with their online profile and it caused a lot of head aches.

Still room to grow

Vorteile:

Personify is pretty user friendly and has great data reports within it's on database--It can also be used with another report system to pull deeper reports.

Nachteile:

When the software was TIMMS it was great for database entry; however, the last time I used it --you had to click instead of using shortcuts to move around...slows down the speed of data entry.

I use Personify Weekly and I am happy with the platform

Vorteile:

Personify is a great tool to coordinate member specifics including but not limited to purchases and tenure. The reports feature is a great tool and easy to use.

Nachteile:

As a user, I don't have any insight into the cost or set up, so I can't really determine any cons other then the platform is so large that searching for what is needed can be difficult at times.

Personify360 Review

Kommentare: Overall i recommend this for NGOs and civil society organizations

Vorteile:

Overall it has been a very good application we used IMIS previously and Personify is better for me, so far i have worked on managing reports and i am learning more about.

Nachteile:

It has been a great application for me, the customer has been really good, though their speed of response can be improved

Personify360

Kommentare: Personify360 was cumbersome when launched and crashed often. Any time high volume was expected a phone call was needed to let Personify know so it would not crash. 360 is not user friendly and getting staff familiar and comfortable with the system takes time and some feel overwhelmed because most actions require several steps.

Vorteile:

Personify360 has contact tracking which allows an employee to send notes to other staff or set reminders for themselves. Pictures can be easily updated and you can add nicknames to customers' accounts.

Nachteile:

Personify360 is not user friendly for front line staff and there are a lot of steps involved for most actions. The screens are overcrowded which leads to mistakes being easily made by staff. When an issue arises, the customer support for Personify is not quick and often solutions are discovered by the user before Personify can provide an answer. For problems within the system Personify charges the user for a quote and then again for a solution. Reporting is also difficult and often not reliable because the way Personify stores information.

I loved Personify!

Vorteile:

Such an easy system to learn and use. I used this platform in a time when I was accessing many various databases for clients and Personify was always my favorite AMS.

Nachteile:

I cant recall anything that I particularly disliked but I understand it can be expensive.

Good Luck

Vorteile:

After using it for 2 years, we finally got used to it, but took a long time to get there.

Nachteile:

There was very little training offered from the company during the transition Staff had a very hard time catching on to how to use the program Due to Personify's lack of response and problem solving we lost a large amount of money Functions that would increase ease were not available, or did not work. Reports were inaccurate and inconsistent

Robust Software for Enhancing Member Value

Kommentare: The ability to conduct many tasks by e-commerce saves staff time and reduces staff costs. Building and extracting quality reports on various sectors is important to the future of the association. Personify 360 allows the gathering and analysis of a variety of data.

Vorteile:

Personify 360 allows the association to manage multiple organizations, to participate fully in electronic management of association services, and to extract data to better serve the membership.

Nachteile:

The software is complicated to learn, especially for new users. The software does not allow flexibility in business rules without customization which adds to the cost of the database.

Personify

Kommentare: I just didn't like it. My supervisor just told me that it was our two year anniversary with Personify and I literally couldn't believe it. I still struggle every single day with it.

Vorteile:

I guess the biggest thing I liked about Personify was the ease of checking people in at the front desk. Even looking a member up was easier than our last software program. Also, I did get better at signing members up for classes.

Nachteile:

Selling a membership was time consuming. Finding products was difficult. Also, I struggled with taking payments, which should have been easy.

Personify 360 review

Vorteile:

The flexibility within the software allows for solutions that are specific to our business needs without having to spend excessive dollars for customizations.

Nachteile:

The user interface for the average user is not intuitive and comes with a learning curve in order to be proficient.

Awful to use

Kommentare: This program tries to be all things to all kinds of organizations but it is a terrible fit for what I do. Most of every screen is taken up by fields I would never use, and the fields I do use are crammed into tiny spaces.

Nachteile:

Where do I begin? This program is maddening from start to finish. Everything is wrong, from the layout of the screens (the middle is mostly blank with the info I need way down at the bottom) to how the fields are named to the number of steps it takes to complete one task. One of my jobs is to record attendance at seminars and events. Handed a list of attendees, I have to individually look up each name and register them for the event, which takes 7 steps, then I have to go back and check attendance. Now I'm looking at a list of 30 registrants but I can only see four at a time.

Excellent with tracking events and reports

Vorteile:

The ease of tracking reports and how easy it is to create specific reports. when we need specific data it is very helpful

Nachteile:

It is not capable with newer software. It requires us to use multiple systems which sometimes creates bigger issues

Thanks

Kommentare: Managing membership for roughly 16,000 people

Vorteile:

Linked to online profile for users is helpful

Nachteile:

Alot of manual data cleanup. Data Analyzer not intuitive.

Best Product Yet

Vorteile:

It's the most user-friendly version yet, much less antiquated than older versions.

Nachteile:

Still not perfect, still has limitations

Thoughts

Vorteile:

All of the things you can do with the software.

Nachteile:

All of the costs and fees that you have to pay.

Feedback

Kommentare: -Account manager appears overworked because it is so difficult to engage them and get new projects/features/add-ons moving
-Company seems more focused on billable hours that assisting their customers to be successful

Vorteile:

-The amount of functionality -Ability to configure based on our needs

Nachteile:

-Number of bugs in new releases -Speed and engagement of resources to fix issues -The cost of the product and "nickle and diming for support" (can't ask a question without being charged for the answer)

Personify 360 Review

Kommentare: My overall experience with Personify360 has been good. After using for a period of time, the software has become easier to use.

Vorteile:

The best feature of the the software is being able to email questions and contact tracking to department supervisors for specific members.

Nachteile:

There are too many ways to do the same thing and this causes confusion when being trained how to the use the software.

Easy to use...

Vorteile:

Easy to use, learn and update all client information.

Nachteile:

I've never had any problems using personify.

Personify 360 review

Vorteile:

The product is full featured and provides scalable options for varying size associations and nonprofits.

Nachteile:

The out of the box package is clunky and not user friendly. Associations have varying lines of business the financial tables and financial setups are limited, if you use Personify as your system of revenue recognition.