UHY Advisors Reviews 2021: Details, Pricing, & Features

G2 User in Logistics and Supply Chain

Mid-Market(51-1000 emp.)

Validated Reviewer

Review source: Invitation from G2

Oct 15, 2019

"Good support, communication, and insight. Need to work on transparency and an "owners manual""

Describe the project or task the provider helped with:

UHY initially set-up our Host software and took the lead on designing templates and Spotlight reporting. They partnered w/our IT and Accounting Depts regarding account hierarchy, data integration, and reporting. Then, they taught us somethings about using the software as well as Spotlight. They didn't provide any copies of their presentations, a workbook, links to videos....nothing. So, I wasn't a fan of that. This is software and like anything else techie that I buy, I would appreciate a quick-guide on how to perform common functions in a concise 1-2-3 fashion. The alternative is the online Host help library which doesn't contain quick answers. It's "let us explain how all the wheels turn" and then the answer is buried in 6 pages of text Review collected by and hosted on G2.com.

What do you like best?

Debbie Lewis is pretty awesome. Knows the software very well (note: she doesn't consult on Spotlight), is approachable, smart, intuitive, and thinks outside the box. Review collected by and hosted on G2.com.

What do you dislike?

The Spotlight training was lackluster and focused more on how that capability was built as an add-on vs how to actually use it successfully. We've gotten more useful information from doing phonecalls w/our Host support guy + collaborating w/folks we met at the annual Conference Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Push them to share their presentations, materials, notes, etc so you can transition into self-service with your software Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We were doing all of our planning within MS Excel using heavy formulas - which worked. However, Excel crashed quite a bit due to the size, the Group Share feature is mediocre for tracking changes, and we didn't have the ability to farm our data for analytics - - because it's stuck in a multiple workbooks and files. And don't get me started on tracking notes in MS Excel....not good Review collected by and hosted on G2.com.

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