Likelihood to Recommend I think the complexity and cost of the program make it particularly useful, in situations where: the project is relatively large, with a wide variety of specialties that interact and depend on one another, and with specialists who are not physically together and whose communication and understanding is vital for the proper development of the project. If the project does not meet these characteristics, it is preferable to use less complex tools, cheaper, and that require less effort training the staff to use the software in question.
Read full review WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
Read full review Pros It allows the different specialists or users, to make virtual and quick analyzes that have been translated into the rapid resolution of problems. Bentley Navigator allowed me to incorporate and manage important amounts of information that were key in the design phase, and that being inputs for different areas could be a source of conflict. The conflicts that have been generated are much smaller than those seen in similar projects previously carried out without the help of this tool. Allowing the visualization of the information in 3D models, added to its capacity to export 3D models as PD files, has allowed to increase the fluidity and communication of information with the client, which has translated into a reduction of the hours invested by the technical manager in that activity. Read full review You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports. It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area. It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are. Inés Prieto R&D / Product Development Engineer - Quality
Read full review Cons It could give alert messages warning that the information that is of shared use, has the latest version, with all the updated modifications. The information contained in the visual reports currently generated by the software could be expanded. Read full review Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed. The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier. No search function to find a specific job, you have to scroll through all jobs allocated to you. Read full review Likelihood to Renew Because we can't imagine being without it!
Read full review Usability It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas
Read full review Support Rating The support team are excellent. The only downside is that you can't phone them!
Read full review Implementation Rating Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
Read full review Alternatives Considered The tools and functionalities that have been used previously, are not commercial software, they have been software developed internally, of course much simpler and less functional than commercial software such as Bentley and its competition. This fact clearly obeyed a guideline of the organization that aimed to minimize the costs associated with the acquisition of software such as the Bentley.
As you learn from the experience and mistakes, once you lost a lot of time and money because you did not have the necessary tools to guarantee the timely flow of information, between personnel who were physically distant from each other but who needed of a very high technical interaction. As a result of this fact, the use of tools such as this was proposed as a test, in order to evaluate its real usefulness over time.
Read full review WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
Read full review Return on Investment The frequency and quality of information flow between field and office staff has improved. The costs for cellular use concepts associated with the sharing of information associated with the projects where the software has been used have been reduced compared to projects where more traditional control tools have been used. Read full review Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward. Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe. Read full review ScreenShots