CloudBlue PSA vs. Planview PPM Pro

For organizations with 10+ employees, I think it is suitable. Smaller shops might find it overly complex.

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PPMPro is well suited for tracking new product introduction projects, as well as process changes. It serves to reliably track ongoing action items, issues, resource allocations for projects. Areas where PPMPro is less appropriate for use: Project to project dependencies, automating action item notifications on multiple platforms, integrations of PPMPro into other platforms PMO typically uses (like MS Projects, Teams, ppt, etc)

• The help desk ticket system is robust and modern.
• Billing & invoicing from Harmony meets all our needs and is easy to use.
• Project management and scheduling features help us stay organized and on schedule.

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• New request workflow/kanban board helps visualize where new requests are in the process of the quote to cash/request to completion
• The time tracking tool is tied directly to project tasks for seamless integration of time tracking, estimates, and actuals
• The reporting capabilities and ease of use has allowed us visibility to data that we never had before
• The tool is easily configurable by Administrators. We can add fields, change reports, add new dashboards within hours vs. days of trying to track things manually

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• Training resources are still a work in progress.
• As a software engineer, I'd like to see a more extensive API

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• The base API is not a REST based interface and is difficult to use for integration with other systems in the enterprise.
• The UI for the maintenance of the task schedule for projects can be a bit cumbersome , although the spreadsheet style editor helps somewhat. The Gantt view is not interactive.
• The workflow engine is designed only for initial project intake, and does not allow for an integration of the work flow with the project from start to end, so it can't be used for routing artifacts like change requests, ancillary project approvals, etc.

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Because I never evaluated other tools, I would be open to considering others. Given our establishment with Innotas and the value it has provided us, separating from it would cause some organizational discomfort. However, if a tool existed with a more intuitive interface for manipulating the data and factors of projects and resources, I would be very interested.

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PPM Pro has very effective process capabilities around Project, Demand, and Resource Management as well as Reporting/Dashboards. Very stable platform, never any downtime. We now also have PPM Pro Sandbox which we have leveraged for any new major developments such as Request Management.

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Innotas is very rarely down if at all.

No issues with overall response time and performance. There have been some occasions where a Report could take few minutes to render but this is vary rare. No integration issues...

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Their ability to assist and answer questions when needed is incredible. They create innovative ways to share information and help customers trouble shoot. I didn't give it a ten because I believe they could do a better job of personally reaching out to customers and providing improvement guidance based on where the customer is at and their needs at the time

Tim Srjezter was an excellent trainer.

It's been since 2009. A lot has changed. We have not grown as much as we could have because of executive backing.

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Connectwise was the 600 pound gorilla with lots of features, but it was also the titantic, too big to get out of its own way. We found it too complex to use and too archaic to integrate with. As powerful as it was, it was missing a few key features that a modern PSA like CloudBlue had as a matter of course. CloudBlue feels like the new generation, and so far it's only gotten better as they grow.

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Microsoft Project does not integrate the data or provide meaningful dashboards. We needed a tool that could manage a portfolio of projects versus just a single project view. In addition we needed a tool to track financials and internal effort all integrated into one product. Planview PPM Pro addressed all of our needs

I have no issues with current licensing and renewal terms...

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We have always used PPM Pro across multiple Business Units and Business Functions and have never encountered any scalability issues. PPM Pro offers flexibility in how the various Entities are configured across the Enterprise

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Very effective and flexible - we obtained a pool of consulting hours that we can use at any time over 12 month period. Consulting topics can vary as we explore new functionalities in PPM Pro. Very easy to schedule ad-hoc time with PPM Pro consultant

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• It's allowed us to migrate away from home grown solutions to adhere to industry standards and better utilize our engineer's time.
• Quoting new projects and hardware is easier to delegate and vastly more efficient than our previous methods.

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• Planview PPM directs all the resources in the right channel, hence, credible performance.
• Planview PPM initiates proper time, and resource tracking and hence is friendly for company functions.
• Planview PPM is competent in managing diverse projects, and this offers highly sustainable business continuity.

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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