Airtable vs. Projector PSA

Airtable is an ideal platform for small and growing businesses to keep track of just about EVERYTHING they need to keep things running smoothly. It's a great way to keep tasks organized, and keep everyone on the same page with progress on all things. Our company finds the kanban particularly useful, as products go through a lifecycle from ideation to retirement, it's good to keep a database of what is in production, what's working, and what we've tried before. I can see the platform being challenging with much larger businesses, but for the small to medium businesses I've used the platform with, it is ideal.

Incentivized

We think Projector PSA is a great tool to track and manage people in a professional service environment like management consulting. This system is easy to set up, easy to understand and should easily suit the needs of smaller and medium sized firms. It may be less appropriate for firms that rely very heavily on project management through another system (like MS Project) or firms that rely very heavily on a sales pipeline tracking system. While still very much possible to use, you would (I believe) have to do some re-keying between systems

• I can create tables, create and customize fields
• Airtable has capabilities commonly found in spreadsheet applications, but also has some of the features found in databases.
• The ability to filter fields. I set up a filter on the status field, so when a project is marked, complete, on hold, or canceled, that record is hidden from my current projects table view. If it is marked complete, the record is moved to the completed projects table view. In this way I can easily access a record of past projects
• Being able to duplicate tables and create alternate views
• Collapse and expand records. When I collapse the rows, I can easily scan current projects, next steps, project status, and due dates. When I expand the row, or field, I can see more detailed information about that field or record very easily. I can also expand or open the entire record. This is is helpful, when I am entering a lot of information to multiple fields in that record.

Incentivized

• Projector is a very well designed tool for project management. It has allowed us to eliminate a number of auxiliary tools for project timelines and WBS for the vast majority of our projects.
• Time and expense entry is intuitive and quick for our staff.
• Our forecasting and resource management capability has improved greatly with Projector and allows us to grow our team efficiently with minimal additional administrative burden.
• Reporting is extremely robust. It does require some time to really get a handle on the full functionality of the reporting tool, but once you do, you can get almost any kind of report you want out of the system!

• When records are deleted, there could be more options for what happens to associated records in other tables.
• Multi-select fields should be sortable.
• The per-user pricing model can be cumbersome when you need to share bases with third parties but can't use a publicly accessible URL.

Incentivized

• Release management process needs to be improved. Currently no facility is provided to test the impact of new releases in a sand-box. This introduces business risk if there are interfaces into Projector PSA as part of it's use in the business.

We will 10/10 renew the use of Airtable because it has brought great value to our team. Not only is Airtable affordable, but it's also user-friendly and helps our team be efficient. We no longer need to rely on Excel spreadsheets being passed from person to person via email. Furthermore, we aren't dealing with corrupt Excel spreadsheets and the need to salvage data when a file is accidentally altered.

We have been using this tool for a year now and find our use of it continually evolves and broadens. We are also very excited about the overhaul that's under way and feel many of the improvements being put in place will help make us that much more effective and efficient. The Projector team is also very responsive and collaborative in terms of user feedback and improvement suggestions, which helps us know they will work hard to help us get what we need out of the tool.

IMO the usability of this product is its greatest asset. The UI is clean and the menus are intuitive to the point where I'd feel confident having a non-spreadsheety colleague take on building an Airtable for the first time with next to no training. I can't say that about every table-like software product that I've used such as Notion.

Incentivized

Desktop interface feels complex to new users.

I have rarely experience downtime, compared to other tools, and given how much time we spend on the tool. Even if there were to be, their updates on it are very timely, and our support team are able to provide any questions regarding

Incentivized

In 5 years of use we have never experienced an unscheduled outage.

I never had any issues with load time, even with the integrations that we use today (google sheets) However, I'm curious if adding additional layers of integrations would slow down performance. We do carry quite a bit of data in Airtable, but, again, no impact on overall performance

Incentivized

Airtable has great support. They have a variety of support features to answer any questions. They have great self teaching instructions for templates and product tours. They also have support for teams and project management. They also have a fantastic customer help line. They are able and willing to answer customer questions and never have customers waiting long

Incentivized

This training was done in-house, but the Airtable team provided resources and how to guides to ensure that we covered all components of the system

Incentivized

Recorded trainings were provided by the Airtable team. Great as an evergreen resources to new team members and for anyone that wants to refresh their Airtable knowledge

Incentivized

Training all users was an important part of the implementation, which did take considerable time and effort. At first glance without training, the content calendar can be overwhelming because of the amount of data. The features within Airtable seem to be endless but our team was able to identify the most important to be successful.

Airtable was a really good fit for this specific use case as it provided a huge number of collaboration features in an intuitive and pleasant-to-use interface. The free tier worked initially with our work, and the upgrade pathway was fair and made sense for us.

Incentivized

We did pursue Quick Arrow another tool that was similar. We found that be in inflexible in use. Projector allows a lot of flexibility in setup. Our organization has very specific business processes and we were able to set up Projector to work with those processes. Several other systems we tried were not as flexible in allowing set up to our needs.

I did not help purchase the product, but Airtable's per user pricing structure is inconvenient when some users only need occasional or read-only use.

Incentivized

There are TONS of opportunity to scale, but I think it's a matter if you have the time and resources to do so because the initial setup can be fairly time consuming and prioritized dedication

Incentivized

• It gives us a real-time experience of working.
• Through this platform, I always have the idea bout which of my team member is working on which particular part of the project, I can easily track their progress, and also I can easily correct them where it is required by adding sticky notes, by sending the attachments and URLs.
• Quality services.

Incentivized

• Even in the small time that I stayed to see Projector PSA reporting I saw ROI projections become more realistic. There was real data to analyze that proved we were spending way too much and charging way too less on some projects.
• Although employees were not used at entering their hours, this single reporting improved operations management and validated employees concerns that more people were needed to manage workload
• Project proposals were more realistic because they were driven by real data.
• Decision making overall for the department became more efficient and effective

Incentivized