Asana vs WorkflowMax

• Project management. Asana makes it easy for anyone to organize their projects and break them down into sub-tasks.
• Accountability. Being able to break down projects into tasks and assign due dates, who is responsible, etc is very helpful. Asana sends reminders for the project owner to help keep everyone on task and makes it easy to follow up.
• Communication. We have our Slack and Outlook integrated so we are able to keep tabs on our project no matter what and read it all in one place (Slack).

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• Allows for fairly simple or elaborate project forecasting depending on the complexity of the job. This allows us to track time by a single project or multiple phases.
• Time keeping and coordination with invoicing software has increased our firm's ability to issue timely and accurate invoices to clients. Has ability to break down projects in numerous ways to meet the needs of our various clients. This means we can invoice by project, phase, milestone, or dollar increments.
• Interface is clean and easy to follow. The easier it is to use the fewer mistakes that are made when entering information. This is greatly appreciated.

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• I wish it implemented easier with Outlook or Gmail. I would like for it to be easier to send tasks from email to Asana.
• I think there's room for improvement in terms of how easy it is to make new Section Headers for tasks and lists.
• I'd like for more aspects of the interface to be customizable.

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• When looking at the job distribution it isn't to scale and it isn't printable.
• Sometimes it is confusing as to where you might find something until you realise there are multiple points of access.
• When a job is assigned the whole task is assigned and if you work on it before the task is allocated to you, it isn't possible to enter those hours. It would be better if the employee could choose the task they did and enter the hours and then it sent back to an approver to have it added.

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• We went from disorganized to having our processes fully documented. This allows for projects to be duplicated and started faster, increasing my margins.
• Less opportunity for missed tasks or confusion.
• Progress checking always available and easy to use (for our clients)

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• Biggest impact has been automation of client invoicing. Prior to using WorkflowMax, invoices were generated in Word, usually a template from a prior invoice to that client. Now the invoice is generated in WorkflowMax, saved as a draft, exported to Word, uploaded to Microsoft SharePoint, then shared with the invoice author. This has cut down on mistakes and unnecessary admin time.

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