PlanSource reviews

3.5

62% would recommend to a friend

(78 total reviews)
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Mike Morini

56% approve of CEO

54% positive business outlook

Reviews by job title

78 reviews

Reviews about "Compensation"

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1.0
Oct 20, 2020

Downhill

Recommend
CEO approval
Business Outlook

Pros

Decent pay, good coworkers, and great coffee selection.

Cons

High stress, newer management is inexperienced and inadequate, and a severe reliance on statistics rather than client happiness or service.

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PlanSource Response
5y
Thank you for taking the time to write a review and provide feedback. I am glad to hear that you enjoyed your coworkers while you worked at PlanSource. As a company, we have been through significant change and growth over the last couple of years and that can be challenging. With that growth comes new team members, I believe our team is set up for success to take us to the next level. Yes, we are becoming a more metrics driven organization, without a doubt. While this can be a hard change to adapt to, it can also be a rewarding one, because metrics help us identify when we’re doing a great job and allow us to be recognized for our hard work in an objective manner. Our top priority is always to deliver the best service and technology to our customers. Thank you again for taking the time to write a review. Lisa Van Ever SVP, Professional Services
1.0
Aug 24, 2020
Recommend
CEO approval
Business Outlook

Pros

Free snacks and drinks. Monthly celebrations.

Cons

Training was poor and employees asked to start implementations before being ready. They can't keep staff thus everyone has work dumped on them from employees leaving. No work life balance as expected to work 80+ hours a week. Too many clients to handle, thus none of them get the true attention they need. Bonus evaluations are laughable, as they nickel and dime you for any little thing.

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PlanSource Response
5y
Thank you for taking the time to provide your feedback and review. We are sorry to hear that you did not have a good experience while you were at PlanSource. I would like to address a couple of your comments mentioned above that we are working on. We have been working this year to evolve our training methodology, process and readiness practices. A few things we have implemented recently are a role-based training path, new courses for employees to reference and a tenured mentor assigned to new employees to assist with questions. I believe these new practices will help improve our training process. Work-life balance is an important part of our culture at PlanSource. The professional services team are assigned projects based on availability and skillset. We have re-organized roles this year to ensure projects are staffed with tenured individuals who can offer guidance. We certainly would never ask or want an employee working 80 hours a week. Lastly, we are invested in developing our talent by creating an environment that our employees can achieve in and providing them with opportunities to attain growth from their experience at PlanSource. Thank you again for submitting a review. Lisa Van Ever, SVP, Professional Services
4.0
Jun 18, 2020
Recommend
CEO approval
Business Outlook

Pros

- Solid teammates for the most part. - Starting pay is good for the Orlando area. - Benefits were sufficient. - Individuals were amicable and agreeable. - Culture is fairly diverse, inside of Orlando. - A lot of good people.

Cons

- Environment/Culture changes hurt staff. - Culture between Salt Lake, and Orlando caused issues. - No promising career advancement. - Communication between Senior/managers was weak a majority of the time. - Training often times insufficient. - Transparency was nonexistant. - Policy and Procedure was often in limbo, and caused many SoP discrepancies. - Senior Management often bent too far in favor of stake holders. - Success largely dependent on how your manager "felt" about your performance, and not actual performance.

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PlanSource Response
5y
Thank you for taking the time to write a review and for your feedback. We are happy to hear about the positive aspects of your experience with PlanSource. In regards to some of the cons you mentioned, we do value training and following procedures. As a company we are going through significant change as a result of being in high-growth mode. We realize that adapting to change is not easy. We are continually working to improve our processes and as well as our training and communication with employees. Thank you again for taking the time to write a review. Srini Venkatramani Chief Product and Technology Officer
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