Changepoint, a discontinued product, began as a professional services automation and portfolio management product, was acquired by Compuware in 2004, and was later divested to Marlin Equity Partners in 2014. Under Changepoint, the company acquired Daptiv that same year, combining its professional services automation capabilities with SaaS project portfolio management. Planview acquired Changepoint in 2021 and offered it as Planview ChangePoint. It is no longer available to new customers.
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Zoho Tables
Score8.2 out of 10
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Zoho Tables is a no-code spreadsheet-and-database hybrid, combining familiar spreadsheet workflows with the advanced capabilities of a relational database. With five distinct views—Grid, Gallery, Kanban, Calendar, and Form—Zoho Tables allows users to visualize data in the way that best suits the task. It can also be used to build interactive dashboards to bring key metrics together, monitor progress, and gain valuable insights at a glance. Beyond…
Changepoint is basic and would, therefore, work for businesses with uncomplicated requests, pretty straightforward workflows and willingness to work with an unsightly solution. It is basic, from the UI to the search option and the way the information is captured, which can be frustrating and counter-intuitive at times. It is relatively robust (i.e. I have been using it for almost 2 years and have not seen it crash once) but it does log me out when the system has been inactive for about 30 minutes - and I am only notified about being logged out upon clicking the Submit button, meaning many a line of text have been typed more than once!
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
Zoho Tables has been great! I have outlined many of my descriptions in my previous answers. It works great for many things, and could do with just a bit more refinement in the ability to customize what it can turn into. However, the best part of Zoho Tables is the simplicity of its original "blank" state. With the right pre-made User-defined automations for primary zoho apps such as projects and CRM, this would become our commonly used tool as a central hub for all our operations.
Changepoint has significant reporting capabilities, though of course, the data that comes out is only as good as the data that goes in. I enjoy being able to use the standard reports to understand exactly how much a project has cost us and to compare it to how much we are charging. This allows us to more accurately set our prices. Though we have not used the report designer capability, I understand that custom reports can be designed with relative ease.
Changepoint has a versioning capability for changes made to user profiles in the system manager, which I find particularly helpful. As a non-power user, it is valuable to be able to see what changes I have made to various profiles so that I can troubleshoot a problem down the line.
Changepoint has significant functionality well beyond the features that we are currently using, and for this reason, I think it is affordable and a good deal. Particularly if your organization is interested in dedicating the time and resources into using all of the features around project planning, resource allocation, etc., the price is well worth the value.
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 use Changepoint to manage the IS organization. I would like to see more advancement in order to do benefits management.
I would like to see a capability where a project manager can build a very detailed work breakdown structure, but only require project resources to charge time and provide a task status at a higher level.
Ability to create subgroups in a simple fashion in the Zoho Tables. That allows for drop downs. Does not change the formatting of any cells unless specifically addressed by user. But a light column is added at the start of the table with a button to dropdown each row.
Ability to fill a cell with color without reason or specific selection of field options, add an option for a simple color bucket fill.
It would be great to have an efficient way of updating tasks, projects, etc all on one table easily set up by the user! (Ie. When column "Next Action" equals "Add Task to Project 1" without using deluge)
The best pre-made automations for Zoho Tables would be with all {} being user defined selections:
- Update {Selected Task Field} on {Task} when {Column}...
- When {Row} on table is created or edited: Add {Column} as a Task on {Project} in {Task List} then map {Related Table Columns} to {Project Columns}
Sometimes the decision to renew boils down to an old adage "if it isn't broken don't fix it". Previous to moving to Changepoint, it was obvious that we needed a better project management tool. Projects we completed on time but the time zone difference between the teams and several iterations of back and forth caused a number of communication issues with projects. The difference is night and day.
Simple to use and as a Zoho user, for over a year, I had no issues whatsoever implementing tables almost within minutes to replace Airtable and other databases that were being used as intermediaries, without the automation. Highly recommend (note: in very early stages of testing)
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
Planview Changepoint helps us to understand our key customers enabling us to capitalize on every financial opportunity and helps us to forecast demand against the capacities required for new opportunities, and also it automates and monitors contractual terms and conditions. It gives us visibility into our employees' skills and helps to optimize resource allocation.
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
Zoho Projects is great for it's intended use to track and manage projects, and the CRM is also great for it's intended use. However, when you are managing operations, everything essentially "ties" together when you are needing to make next decisions. This really comes into play for meetings, and to do lists, etc. Sometimes, all of the detail does not matter when you are trying to operate efficiently. For example, during a meeting, many times we will review KPIs (comes from CRM but in Analytics), then projects, and then general topics. At all points throughout the meeting, tasks are coming up which need to be added, etc. All range vastly resulting in a lot of different places. With Zoho Tables, I am basically working on a blank canvas of cells that can pull data from where I need it too and the more user friendly the ability to set up automations and workflows to be a central hub/home base type tool, the better it would be!
Employee efficiency has decreased significantly within our Project MAnagement team. The main causes are lack of logical steps/not user-friendly and the slowness of the entire program.
Changepoint PSA has greatly improved being able to track budgets for all projects. Before this software, budgets were done manually by hand and cross-referenced with Accounting. Now, we can pull a report out of the system, as long as all parties entered their time and data correctly.
I have not had much ROI on this specific tool just yet. But I do foresee the ability to streamline a lot of our operations as we are beginning to scale.
