accessplanit

great service.

Comments: i really like accessplanit i find it very easy to use.

Pros:

i like how simple it is to use and how its very clear to use.

Cons:

i wish you could have colours on the calendar to make life simpler for me.

Excellent Event Scheduling Software! Great Customer Support!

Comments: Overall they are a fantastic company to work with and we are grateful to have found a platform that consolidated four previous platforms into one.

Pros:

We really enjoy the customization capabilities of the software that afford us the ability to adapt our workflow to the system very easily. The ability to have certain actions trigger automated results is key in managing our process. We also loved the implementation process and the highly skilled personnel at Accessplanit who are with us every step of the way

Cons:

There are some features missing from the functionality that we need for our process to run smoothly. The team has a very robust product feature rollout plan so we expect these to come out soon!

Fairly Good System For Simple Businesses

Comments: Communication could be improved. When they identify a fault, sometimes we are left to find this our ourselves.
Overall, the system is good. But as we have quite a complicated range of products in our business it is not as easy to apply the system to this.

Pros:

The ability to have a tidy database where all users/companies are assigned to groups.

Cons:

Over the three years plus that we have had the software, our Account Manager has been great. However, I have mixed reviews regarding customer support. Whilst always very prompt to respond, sometimes it seems that they do not know the system very well.

Perfect for organisations who require a first class helpdesk

Pros:

Access PlanIT has supported our team to implement the software for use for booking 300+ courses, roughly 80 per term supporting 1500 students + per year. This has benefitted every type of person in our organisation. E.g. the students have benefitted from having a student portal and more frequent e-mail communications and course reminders, as well as being to access their course materials easily. Our trainers have benefitted from being easily able to access student information including special requirements to be auto pulled through to their registers which we set up a custom field for. The trainers can share documents with students and send out attendance certificates with one tick of a box and download their sign-in sheets with one click. The administrative team have benefitted from the automated e-mails which include following up on 'No Attend' students and sending out 'Expressions of Interest' and 'Enrolment confirmations', 'feedback surveys', and many more. My role is as a trainer for the College however, with no prior experience I took on the role of project manager who embedded Access PlanIT into our College. I have appreciated the support from the helpdesk and ticketing help system that in place to manage your questions and ideas and help problem-solves issues as they arise. The staff on the helpdesk know their software inside and out and have great suggestions and get back to you in a timely manner. The customer service is first-class. I would have really struggled without the helpdesk. I was never made to feel silly for asking a question and the team did not use technical jargon that baffled me. They respond to emails within a day, often within the hour. 5* customer service and support.

Cons:

It is a very long journey to set-up, tailor the features for our use and implement across the team. It took us well over 18 months+ but bear in mind in our organisation we did not have an I.T expert so this might be much quicker for teams who have a person with prior knowledge/skills or have been through the process before. We also only had someone able to work on it part-time. Also we have staff sickness and turnover which all impacted our set-up time. But this is worth thinking about if it applies to you as the set-up and embedding of the software might be a longer process than you imagine. However once it is set-up it is wonderful and every person in every job position in your organisation will benefit.

Flexible platform with great support

Comments: We have been using Accessplanit for around 8/9 years now and have been well managed from the start. The platform has changed significantly during our time but all for the better. I would happily recommend this software to anyone looking to manage their training courses. It really has made my job easier!

Pros:

The company strive to make the platform even more user friendly and innovative and are continuously evolving the system. The support team are approachable, contactable and always happy to help. The flexibility in automations the system offers has really changed the way my team work and made our jobs significantly easier as well as improved communication with our customers. We spend much less time on basic admin and communication tasks and far more on the tasks which give our clients a more human experience.

Cons:

Some of the backend work is occasionally complex for some members of my team and requires a bit more knowledge than common administrative practises, that being said the Accessplanit team is there to offer support.

Access Planit Review

Comments: Overall, the experience has been good. It is straightforward and manageable.

Pros:

We have to deal with a lot of event bookings when we are working, including dealing with cancellations, registrations, certifications, booking people onto courses- sometimes multiple people etc. You do have to learn how to do this but once you learn, it becomes easy to navigate and makes our jobs easier. It also provides satisfaction for the customer.

Cons:

It can sometimes be a bit slow when you are using it too much.

Would reccomend

Comments: I enjoy using this system, it works well for my job and would definetly reccomend

Pros:

Easy to use and navigate your way around

Cons:

Quite rare but there have been a couple times servers have gone down which stops you in your tracks but like I said, very rare

Great platform

Comments: Great, great, great, great, great, great.

Pros:

Easy of use, always works, if there are issues, it is resolved straight away.

Cons:

N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A

New to accessplanit and enjoying it so far

Comments: Very smooth - access to the sand box was given a few weeks back and we've been encouraged to play around with it and find our way round the system. The 3 conference calls/webinars I've sat in on have been good but are probably a bit too content-heave for 90 minute sessions - having less content in the allocated time would work better as we skipped a few exercises due to time constraints.

Pros:

The team have built exactly what we've asked for so accessplanit will allow us to move away from 3 different systems we currently use and use one streamlined provider with everything all in the same place which is not only far more convenient but will also save so much time!

Cons:

I've only played around in the sand box so far, not the real system so I'm not really in the best position to judge this and critique it negatively so far.

Life Saver!

Comments: I think our business will benefit from this. The reporting aspects alone are worth the money.

Pros:

I love that since switching to Accessplanit, there is no need to go to 5 or 6 other programs/documents to get a training booking done. Much better to have everything in one place.

Cons:

Not a lot of help functionality. You have to be told what to do instead of having an online manual.

Implementation of Accessplanit

Comments: We are still in the first few weeks since going live and the team are still getting used to the system. Implementation has taken longer than I had anticipated but I hadn't had any previous experience of such implementation. Overall the support from the company has been good and the team at Accessplanit have been responsive and the system will bring efficiencies to our service

Pros:

We invested in Accessplanit because as our training provision expanded we needed to be able to manage bookings efficiently on a larger scale. One of the key features important to us is the automated functions such as email sending links to surveys, links to training and certificates all of which had to be done manually previously

Cons:

Users do not have to pay for training, our training is free at the point of delivery yet the payment page could not be removed for us. Setting up surveys is clunky and takes a lot longer than through MS forms which is what we have used previously. The surveys don't look very professional either- they look quite outdated and presentation could be improved greatly

One Of the Best Softwares

Pros:

This software is very easy to use and straightforward. We use accessplanit for all our training courses, manage bookings and payments. The staff members are also always ready to help

Cons:

We are fully satisfied with the service.

5* Service and delivery

Pros:

Our build and involvement with Accessplanit is still ongoing, up to now, we have received nothing but clear instructions, great service and a high quality service for our site.

Cons:

At present there are no faults that myself or my team can list.

Help us manage our college

Comments: At the beginning of it's use but it will help improve our bookings, resource sharing and manage attendance.

Pros:

Ability to share resources and manage registers

Cons:

It would be helpful to have a function that shows double bookings (2 courses at the same time) both for students and the college.

Improving efficiency

Comments: For a small company AP were very effective in getting us up and running quickly with this software, and good at coaching us through the initial set-up. We had a difficult transition period when the legacy system was switched to the new system, but they were eventually able to give us the support we needed. AP have some very useful hints, tips and 'help' information and are fairly good at letting us know about software releases and glitches.

Pros:

It has extended our automated functionality, allowing us to communicate more efficiently with our customers and save valuable administrative time

Cons:

Have still not got the hang of the easiest way to achieve financial reporting for my company - the finance data slicing could be improved Integration with other systems has not worked so far

Good features and fairly easy to use for account managers

Comments: My experience is generally pretty good and I use it every day.

Pros:

It wasn't that hard to pick up and learn how to use it compared to our previous LMS. New starters have found it quick & easy to pick up for most functions.

Cons:

It can be quite faffy at times - for example, not being able to change a course name after it's been booked on unless you use an alias which isn't advised. When this happens you have to cancel the original booking and re-do it, which is a bit time consuming...

Accessplanit Review

Comments: Overall satisfied with Accessplanit application and the support of late from Business Customer manager and team.

Pros:

Ease of use is key and as administrator user this is very important.

Cons:

Current Dashboards for users are a bit busy though we've been informed we can remove some options to simplify the Dashboards users get on logging in.

Effective, reliable, easy to use Training Admin system

Comments: We took over a business that was using Accessplanit and had to quickly get to grips with using it. The support was great and we soon worked out the basics. It is reliable and flexible and does what we need it to. A huge improvement on spreadsheets, which is what we relied on before. We have since added on additional functionality and the team was really helpful, showing what we could do and helping set it up so it provided the functionality we wanted.

Pros:

Easy to set up and use. Great support. Easy to get at different data.

Cons:

Difficult to set up reports - but easy to access data on an ad hoc basis

Access Plait

Comments: good

Pros:

Access Planit is easy to use and like how everything can be stored within the system.

Cons:

Sometimes the system can run a little slow. I am not sure if this is to do with the amount of information we have on the system.

FSI

Comments: Generally good - it has revolutionised our charity and the way it operates with increased automation.
Great customer service, personable.
Many of the teething problems we had around implementation have been resolved and a number of improvements have since been made for all customers in the back end

Pros:

Great range of functionality with workflows, allowing for automation Allows us to house our members and manage bookings within the same system. Allows potential for discount schemes and e-learning that will facilitate our learning programme to grow.

Cons:

Can be slower than other apps when internet bandwidth is below standard. Shopping basket could be/look slightly slicker Issue around user with 'individual' permissions not being able to book on behalf of others. Issue around integration between paypal/API - sometimes reporting around invoices/transactions not correct in paypal.

Great Software

Pros:

Very easy to use, easy to navigate and easy to automate workflows meaning everything can be set up and automated.

Cons:

While it's easy to set up automations it can be difficult initially to find the automation section and some of the filters can at times be confusing

Happy user!

Comments: Really good now its all up and running and we have most features in place. Looking forward to exploring and using more of its functionality.

Pros:

The substantial difference it has made in streamlining processes and working more efficiently allowing booking bookings to me made. Reporting and having all course information in one place.

Cons:

The time it took to implement the old system and then having to switch over and redo things eg. transferring elements to workflows. Hard to fit into current workload etc.

accessplanit review

Pros:

The ease of having all our training records in one place and the automation of many tasks which previously had to be done manually. Workflows has been a great tool and also the ability to send out ecampaigns to users.

Cons:

The setting up of text templates , to then have to add a email template before an ecampaign can be sent out can be time consuming.

Accessplanit assisted us in a professional and diligent manner from the very start of our project.

Comments: time saving, better service to clients and increase in business performance and output

Pros:

The ability to complete tasks in a quick and easy process contained within a single system has been invaluable in increasing our business performance and outputs. The flexibility and options now available to our clients has enabled us to provide a more flexible and user friendly environment for them.

Cons:

Certain aspects of functionality are not as easy to use as others and there is a need to understand the relationship of the data in order to do some things, however once this is understood and the process followed the issue is no longer relevant.

AccessPlanit Review

Comments: Administration time was reduced when we took on this software.

Pros:

This software brought all of our user's training history and schedules into a single space. Users can search for and book all of the necessary training requirements in one place. Online training can be completed here too!

Cons:

There are some inconsistencies in the searchability of some enquiries.