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club_cafe: Re: club accounting - Bivio vs. NOCA

>
> From: "Steve Schweitzer" <steveschweitzer@comcast.net>
> Date: 2004/09/09 Thu PM 07:22:12 EDT
> To: "Bivio Club Cafe" <club_cafe@bivio.com>
> Subject: club_cafe: Re: club accounting - Bivio vs. NOCA
>
> My club had been using NAIC Club Accounting since '96, and last year we
> looked at both NOCA and Bivio. We initially ended up going with NOCA based
> on the fact that it was an NAIC supported product, but we found ourselves
> very frustrated with several aspects of NOCA. After looking at Bivio again,
> spending a good deal of time comparing NOCA and Bivio, and deciding we would
> never want to go back to NCA, we switched to Bivio in January of this year.
> Here's what we liked about Bivio that we thought was lacking in NOCA:
>
> - AccountSync is awesome: great if you have a lot of transactions, and it
> cuts down on the data entry mistakes of the past.
>
> - Tax printing is awesome: this is the first year we had our club's tax
> forms ready early (March 1st), and we didn't have to mail them to each
> member - online access is available year-round for every year going back to
> 1999.
>
> - Bivio reports: all NOCA report fields are covered, but more information is
> displayed in Bivio reports - like full user remarks for each transaction and
> cash payments listed separately for each member in the account listing. In
> NOCA, we had to constantly drill-down to see the details of each
> transaction. Also, most reports export to comma separated files (*.CSV)
> perfect for Excel.
>
> - File storage: cleaner implementation, folders collapse, TXT/HTML files
> are viewable online versus downloaded first, support for club site homepage
> complete with zip file upload management, displays percentage space
> used/available (this feature was recently added).
>
> - Audit trail: user name is displayed for each data entry or file upload,
> individual remarks for each member payment in a single transaction - nice
> when you want to comment only one member or have different comments per
> member.
>
> - Email addresses: for club, message board, officers, and each member,
> setup to forward to your primary email with option for a secondary email
> address.
>
> - XML data: data is totally accessible, nice if you know what you are
> doing, impossible with NOCA. We used this feature to clean up comments
> across all of our transactions.
>
>
> NOCA did have some nice features that Bivio does not have, but we found they
> were either limited in functional benefit or were not enough to warrant
> staying with NOCA. Those included:
>
> - Calendar: nice but limited, cannot print/export list of dates, can only
> view one month at a time, other online equivalents are better.
>
> - Multiple message boards: nice feature if you want to organize discussions
> on different topics, however message boards/threads cannot be collapsed like
> they can in Bivio.
>
> - Reports span range: NOCA allows reports to span multiple years, while
> Bivio limits the range to one year. Transactions listed in reports allow
> drill-down-to-edit, while in Bivio you have to find the transaction in the
> account/investment section.
>
> - Personal info: more fields available, section for personal bio, upload a
> picture.
>
> - NCA data compatibility: Bivio supports importing NCA/NOCA data but cannot
> export back into the NCA/NOCA proprietary format - probably because it's
> impossible to guarantee compatibility.
>
> - Permissions: it looks like NOCA has improved their administrative options
> since our initial comparison, now with multiple permissions available for
> each member.
>
> - Voting, officer elections, announcements, links: these seemed like nice
> features, but they no longer appear to be available in NOCA.
>
>
> Lastly, we have discovered that Bivio support is very responsive to all of
> our requests, from issues with our initial data import to questions that
> came out of our audit to enhancement suggestions we made along the way. We
> have been very happy with our decision thus far.
>
> Steve Schweitzer
> Big Rock Investment Club

Steve our Club has been more than happy we made the switch.
Bivio is superior to the N.A.I.C. accounting. When you have a problem its like almost instant help. Far superior to the N.A.I.C. With this program we know that at least 25 members of this Club coild take over as Treasurer tommorrow without the Club missing a beat. The best part is BIVO will do our taxes.
>
> Lisa Cook Treasurer
A.V. Investment Club.
I can concur with all the previous messages about bivio. Our club started
using it 3 years ago and it has been very easy. Account Sync IS awesome and
the support from bivio has always been timely and complete.

Marcia Meltzer'
$IN
----- Original Message -----
From: "Frank D. Novotny" <jednotakid@adelphia.net>
To: "The Club Cafe" <club_cafe@bivio.com>
Sent: Friday, September 10, 2004 12:51 PM
Subject: Re: club_cafe: Re: club accounting - Bivio vs. NOCA


>
> >
> > From: "Steve Schweitzer" <steveschweitzer@comcast.net>
> > Date: 2004/09/09 Thu PM 07:22:12 EDT
> > To: "Bivio Club Cafe" <club_cafe@bivio.com>
> > Subject: club_cafe: Re: club accounting - Bivio vs. NOCA
> >
> > My club had been using NAIC Club Accounting since '96, and last year we
> > looked at both NOCA and Bivio. We initially ended up going with NOCA
based
> > on the fact that it was an NAIC supported product, but we found
ourselves
> > very frustrated with several aspects of NOCA. After looking at Bivio
again,
> > spending a good deal of time comparing NOCA and Bivio, and deciding we
would
> > never want to go back to NCA, we switched to Bivio in January of this
year.
> > Here's what we liked about Bivio that we thought was lacking in NOCA:
> >
> > - AccountSync is awesome: great if you have a lot of transactions, and
it
> > cuts down on the data entry mistakes of the past.
> >
> > - Tax printing is awesome: this is the first year we had our club's tax
> > forms ready early (March 1st), and we didn't have to mail them to each
> > member - online access is available year-round for every year going back
to
> > 1999.
> >
> > - Bivio reports: all NOCA report fields are covered, but more
information is
> > displayed in Bivio reports - like full user remarks for each transaction
and
> > cash payments listed separately for each member in the account listing.
In
> > NOCA, we had to constantly drill-down to see the details of each
> > transaction. Also, most reports export to comma separated files (*.CSV)
> > perfect for Excel.
> >
> > - File storage: cleaner implementation, folders collapse, TXT/HTML
files
> > are viewable online versus downloaded first, support for club site
homepage
> > complete with zip file upload management, displays percentage space
> > used/available (this feature was recently added).
> >
> > - Audit trail: user name is displayed for each data entry or file
upload,
> > individual remarks for each member payment in a single transaction -
nice
> > when you want to comment only one member or have different comments per
> > member.
> >
> > - Email addresses: for club, message board, officers, and each member,
> > setup to forward to your primary email with option for a secondary email
> > address.
> >
> > - XML data: data is totally accessible, nice if you know what you are
> > doing, impossible with NOCA. We used this feature to clean up comments
> > across all of our transactions.
> >
> >
> > NOCA did have some nice features that Bivio does not have, but we found
they
> > were either limited in functional benefit or were not enough to warrant
> > staying with NOCA. Those included:
> >
> > - Calendar: nice but limited, cannot print/export list of dates, can
only
> > view one month at a time, other online equivalents are better.
> >
> > - Multiple message boards: nice feature if you want to organize
discussions
> > on different topics, however message boards/threads cannot be collapsed
like
> > they can in Bivio.
> >
> > - Reports span range: NOCA allows reports to span multiple years, while
> > Bivio limits the range to one year. Transactions listed in reports
allow
> > drill-down-to-edit, while in Bivio you have to find the transaction in
the
> > account/investment section.
> >
> > - Personal info: more fields available, section for personal bio,
upload a
> > picture.
> >
> > - NCA data compatibility: Bivio supports importing NCA/NOCA data but
cannot
> > export back into the NCA/NOCA proprietary format - probably because it's
> > impossible to guarantee compatibility.
> >
> > - Permissions: it looks like NOCA has improved their administrative
options
> > since our initial comparison, now with multiple permissions available
for
> > each member.
> >
> > - Voting, officer elections, announcements, links: these seemed like
nice
> > features, but they no longer appear to be available in NOCA.
> >
> >
> > Lastly, we have discovered that Bivio support is very responsive to all
of
> > our requests, from issues with our initial data import to questions that
> > came out of our audit to enhancement suggestions we made along the way.
We
> > have been very happy with our decision thus far.
> >
> > Steve Schweitzer
> > Big Rock Investment Club
>
> Steve our Club has been more than happy we made the switch.
> Bivio is superior to the N.A.I.C. accounting. When you have a problem its
like almost instant help. Far superior to the N.A.I.C. With this program we
know that at least 25 members of this Club coild take over as Treasurer
tommorrow without the Club missing a beat. The best part is BIVO will do our
taxes.
> >
> > Lisa Cook Treasurer
> A.V. Investment Club.
>
>