Bentley ProjectWise vs. Followup CRM

ProjectWise is good for really large projects with many team members. I would not recommend it for small projects or those with a small team of people working on them. It is best for technical people and those who plan to use it daily. There are better FTP options out there if you just want to use them for file sharing.

One of the best things about FollowUp Power is that we can mark things for follow-up several months down the line, which we frequently have a need for since many of our clients are seasonal. For example, we'll get started working with them while they're here in Florida for the winter, then they'll head back north in the spring and not want to hear from us again until they return in the fall. With FollowUp Power, we can then mark them for follow up in the future rather than to have to somehow remember to contact them in the future.

Incentivized

Independently Invited by TrustRadius

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• Maintain an audit trail of all documentation.
• Integrate title blocks with the ProjectWise database.
• Keep documentation for all projects in a single application that anyone with the appropriate authority can access.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• We love the dashboard feature. This is where we spend the majority of our time. The dashboard helps us avoid missing bid dates and deadlines.
• The system is very intuitive and a new user will be up to speed within one hour after they start using the system. There is only one place to enter all data. This allows for ease of use and minimizes data entry mistakes.
• Every task is date stamped to insure proper work flow and holds the team accountable to each other.

• It's worse than a virus, it WILL get into every part of your system, with the only way to get rid of it is to do a full system format.
• Integration is dependent on if Bentley wishes to support your software.
• DMS system, it just makes it incompatible with native programs unless you have integration, which is at Bentley's discretion for support, exporting to your system is a work around, though this takes significant time to export and to re-teach PW linked file locations when you reimport it.
• Clunky user interface, if you want to work on more than 1 file at a time expect to be at least 50-80% slower.
• a Labyrinth of forms that are prone to user error.
• Interface straight out of Windows 2000, and that's generous.
• Inability to delete or even "Recycle bin" files, this is more an admin issue but most PW instance lock out deleting files, which makes it impractical for general use.
• Encourages unnecessary and convoluted workflows, This comes down to the Pro of "The backend is customisable," it may be customisable but this encourages system admins to write convoluted and time consuming workflows just because they can.
• Seems to require an IT team to manage it - this probably relates to the highly customisable component.

• It really needs to have the capability of listing numerous phone #s with a note beside each one ("his cell#", "her work#", "do not call before 9a.m.", etc.).
• It really needs to have the capability of listing numerous e-mail addresses ("hers", "his", "her email address at work", etc.).
• It would be nice to have a separate general information box where we could put comments in that would show every time we bring up the account (such as "her nickname is Bobbi", "their dogs name is Fido, "their son is currently stationed in France", "husband is going through chemotherapy", etc.), which would help us to remember personal details that are important to our clients.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It is simple to use once users become familiar with it & it has a familiar Windows-like interface.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I think ProjectWise is better for technical users than Dropbox, one drive, or SharePoint. It is less intuitive than any of the others though. It is better for restoring files and creating an audit trail than any of the other programs. It is better for sharing large files in a short period of time than SharePoint or one drive. It is also better for larger teams and larger projects than SharePoint or Dropbox.

My company had already implemented FollowUp Power CRM for Construction before I arrived. I have used other CRM programs in the past, and FollowUp Power is much more user friendly, and I have already seen a direct increase in my lead to customer conversion ratio as well as increased sales

• Provides a central place for people to store files.
• Incredibly long time to fill out forms to initialise a file. 4 hours to update files instead of about 10mins.
• Significantly longer to open drawings. up to 1.5mins to open vs about 10seconds.
• Can't easily batch script over files, thus making this workflow either ineffective or redundant. Scripts can take 10mins to do an hours worth of repetitive tasks.
• Restricts you to 1 file at a time, so rather than in the morning opening 10-15 files at once and doing other work while they open you have to site their and open via dialogue boxes each and every file. This can take 10-15mins of your morning run.
• People seem to email more documents unofficially now, which kind of defeats the first point.

• I have seen a lot better tracking on my jobs when it comes to scheduling and staying on top of my jobs.
• The dashboard is part of my daily routine it tells me exactly what I need to follow up on weather it is calling the customer or checking on the customer.
• Payments or what the current status of the job is.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info