Bentley ProjectWise vs. WorkflowMax

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.

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.

Incentivized

• It works for collaboration
• The backend is customisable to do work that other document management systems just cannot do.

• 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.

Incentivized

• many users cannot be in the same file at the same time
• files are not automatically freed upon closure
• copying files to another ProjectWise folder is complicated. There is an option to copy, another to copy to, etc.

• 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.

Incentivized

Because we can't imagine being without it!

Incentivized

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

Incentivized

The support team are excellent. The only downside is that you can't phone them!

Incentivized

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?

Incentivized

Bentley ProjectWise from a user perspective just does not stack up to even something as simple as Dropbox. ProjectWise is powerful, it is capable, it has a ton of features. The best implementation I have seen from Projectwise is where the admins unlocked everything and let the users do as they please defeating everything it stood for and using it as a big Dropbox account, though even then the user interface couldn't be improved still causing significant workflow delays. I would reluctantly leave a good company if they implement ProjectWise, I respect that it's powerful for system admins but it sucks for users. This means 2-10% of what it is used for is well designed while the other 98-90% of its functions are just bogged down by a lack of development in its user interface and I say this as someone who has periodically used it over the last 10 years and seen no effective improvement in usability. Bentley ProjectWise was one of the first I believe to do this type of system, but as is common with being the first is you don't keep up with the times and bring a lot of baggage with you.

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!

Incentivized

• It has saved us time in archiving and versioning documents
• It has saved us effort in backing up files and restoring them when mistakes are made
• It has had an overall positive impact on our bottom line by helping with file sharing and collaboration

• 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.

Incentivized