Likelihood to Recommend Planview AdaptiveWork is by far the most flexible project management tool we've ever used. The ability to customize and create solutions to fit our needs is beyond capable. We often find ourselves creating new workflows that make automatic actions in parts of a project, or send notifications, or add users, or update statuses... the list of things goes on and on. Essentially the ability to create an IF statement on pretty much EVERYTHING you can do in the system is unparalleled. If you can imagine it, you can achieve it.
Read full review Based on my experience, I can provide specific scenarios where Stackby is well suited and others where it may be less appropriate: Project Management: Stackby is an excellent choice for project management scenarios. Its ability to create custom databases, track tasks, assign responsibilities, and collaborate in real-time makes it highly effective for managing and monitoring project progress. CRM and Sales: Stackby is well suited for managing customer relationships and sales processes. Its customizable database structure allows for organizing customer information, tracking leads, managing deals, and generating reports. The ability to integrate with other tools further enhances its usefulness in CRM and sales workflows. Content Planning: Stackby is a great fit for content planning scenarios. Users can create databases to manage editorial calendars, track content ideas, assign tasks to team members, and monitor content performance. Collaboration features facilitate seamless content collaboration and ensure timely publishing.
Read full review Pros Highly customizable, can develop organization specific workflows, modules, etc. Interface (in most instances) is easy to use. Timesheets, project details, and report modules are fairly easy to navigate and understand. Good comms tools like discussions, group pages, automatic reminders and notifications. Read full review Ability to collaborate with team members on the same spreadsheet Ability to integrate multiple tools for centralized utilization (i.e. Facebook, Google Analytics, project management, etc.) Ability to send SMS and messages using integration with Twillio and Whatsapp All spreadsheets/databases securely saved in the cloud instead of on local hard drive(s) Read full review Cons Yes, Clarizen has time tracking functionality. But in the end, so does much other software, and they do it with a better, less confusing interface which is one of the reasons our organization ended up switching. The platform was crowded and made it confusing for users who only used it to track time (like me). Our organization also wanted software that would better house PTO information, in addition to time tracking, and Clarizen's program wasn't efficient enough. The point above also goes with expenses. We wanted a more diligent and robust expense report system. For our needs, Clarizen wasn't it. Read full review Implement the same views available on desktop into the mobile app Internal automations (like Airtable) Ability to implement and display info as a dashboard (like Airtable) Polish up the formatting of formulas, inputting them causes user frustration due to the formula input cursor jumping around Better intelligence and ease of inputting data in bulk i.e have the fields automatically identify what data is being input and format appropriately (like Airtable does) Read full review Likelihood to Renew I give my renewal of this product a 9. It's only because we never know what product may come out next and how other factors in our office political environment may cause impact upon this. If I always had my way, this is what we'd settle on as our de facto project management system.
Read full review Usability It is easy to configure, intuitive. The customization process is in some ways better than Salesforce.com. It has a great UI. It does however depend on how it's implemented. The design of it is generally fine, however the ability to data upload people from a spreadsheet is an obvious miss.
Read full review Reliability and Availability Sometimes it is slow when everyone is entering their time on Fridays or Mondays but other than that we rarely see downtime and maintenance notifications are well in advance.
Shel Hankley Information Systems Analyst, IT Project Manager and Clarizen Administrator
Read full review Performance Reports: Quick to Reasonable Most Ancillary Pages: Quick to Reasonable (By "ancillary" I mean lesser used/master data maintenance pages - e.g. People, Customers, Individual Tasks, Milestones, etc.) Work Plan (with 100 sub items): Reasonable to Slow
Read full review Support Rating Read full review Extremely responsive, helpful, and friendly support (unlike many other SAAS teams out there).
Read full review In-Person Training • We worked with a Project Manager on their side. He was very good about developing a project plan to hit our goal. I think we had weekly or twice weekly calls – very steady cadence over 3 month period. • Their PM skills were great – kept us on task. For the last week, they sent 2 people on site and they did training for power users. After that a couple of them revisited here
Read full review Online Training Our trainer, Alex, is exceptional and knows the product really well. I swear he must have wrote the product himself! His manner with training is very easy going, gives you homework that is applicable to what you need to learn and stages it correctly for you. It was a pleasure to be trained by him.
Read full review Implementation Rating I performed the implementation with our Clarizen provide trainer, who knew the product 100% and it went quickly and without a problem. It was a pleasurable process without the problems other software implementation often encounter. Kudos to the Clarizen team for making this a worry free process for their clients because it is worry free.
Read full review Alternatives Considered Planview AdaptiveWork was the right size, at the right price point that fit our customization and integration flexibility. It is intuitive to use but allowed us to add complexity as our needs grew
Read full review I have also tried Ora.Pm.
Infinity has better graphical interface, but nowhere near as many features and the UI isn't as effective (i.e, moving around with keys).
Grist has a much more technical interface and it comes from being more of a database/interactive spreadsheet vs Stackby.
Grist has much more functionality in terms of formulas, but is much harder to learn to use and less other functionalities. Ora.PM is more of a test at a task management app, and doesn't compare - Stackby is much better.
Read full review Return on Investment We use the time tracking reports to help identify types of projects for which we're under charging for implementation fees We use the notes tracking for assisting with post mortems when projects go off the rails We use the tracking of ARR and implementation fees to pull together reports based on go live that let us know how we're tracking towards our yearly goals Read full review Positive impact on organising my marketing so I contact advertisers in an appropriate time frame and don't lose hours figuring out what's happening. Positive impact on organising challenges so that people feel more connected and supported, leading to future sales. Positive impact on understanding data so that I can use it more effectively. Read full review ScreenShots Planview AdaptiveWork Screenshots