What do you like best?
The absolute best feature of the A1 Tracker is the customizability. During implementation, I was able to customize the fields I needed and the A1 team was very patient and helpful in making suggestions to better adapt my old process to the new software. I was able to provide a template for monthly statements that they added into the software for me to email directly from the Tracker to reduce processing time as well. I also love the ability to upload my monthly data in one file, replacing days worth of manual entry and reducing human error. Overall the service was, and continues to be, amazing and everything the A1 Tracker offers is an absolute time saver!
What do you dislike?
The only downside I have found so far is actually not the fault of A1, but in order to send the statements via email, our participants cannot use their work emails. Due to security settings in our email server, it blocks the emails as potential spam, so we can only use personal email addresses. We chose not to change our server's security settings as suggested by A1, so we are just limited to personal emails to receive statements and other communication directly from the Tracker. It's not a huge imposition, and we're happy we found a way to work around the issue.
Recommendations to others considering the product:
To streamline the implementation process, it would be helpful to have samples of your current software/process and any requirements you expect from the A1 Tracker readily available. This will help reduce back and forth communication and allow the implementation team to work their magic more efficiently. However, do not be afraid to bring additional requirements to the team as they arise, as they are wonderful at adapting to your needs!
What problems are you solving with the product? What benefits have you realized?
The benefits of the Tracker are enormous! Our old process used almost 20 Excel workbooks, incredibly in depth formulas, and manual data entry. It took almost a whole work week to get everything entered, balanced, and find and fix all issues with formulas and human error with entering the data. The ability to upload all my data in one template, and one file, saves days worth of work. It is truly incredible! The old process would take up to 5 days to complete, and it takes half a day with the A1 Tracker. Every month I fall in love with the Tracker again, as I continue to marvel at how much time it saves me.