CloudBlue PSA vs. WorkOtter PPM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CloudBlue PSA
Score 9.3 out of 10
Small Businesses (1-50 employees)
CloudBlue PSA (formerly HarmonyPSA) provides full visibility of projects, customers and profitability in a single pane of glass, along with automation of sales, finance and operational processes. Ingram Micro acquired Harmony Business Systems and HarmonyPSA in April 2021.
$65
per month (billed annually)
WorkOtter PPM
Score 9.1 out of 10
Mid-Size Companies (51-1,000 employees)
WorkOtter is presented by the vendor as a simple, flexible, and scalable project portfolio management (PPM) solution for IT, Engineering, and Professional Service PMOs. The software manages the lifecycle of work from ideas through project planning, control, lessons learned, and close. Projects can then be rolled up to Programs (multi project efforts) or Portfolios (Roadmaps with What If Scenarios). All features were designed to support Project Teams with simplicity and usability in mind.…
$10
per user per month
Pricing
CloudBlue PSAWorkOtter PPM
Editions & Modules
Annual SaaS
$65.00
per month (billed annually)
Monthly SaaS
Contact Sales
Annual On-Premise
Contact Sales
Time/Status
$10
per user per month
Team
$20
per user, per month
Manager
$35
per user, per month
Offerings
Pricing Offerings
CloudBlue PSAWorkOtter PPM
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsTime/Status Tier is BEST FOR: Contractors, Consultants, Limited Team Members FUNCTIONALITY AVAILABLE:Timesheets, Adjust Estimate To Complete, Create Notes for PM and Team Members Team Tier is BEST FOR: Customers, Suppliers, Contractors, Consultants, Team Members FUNCTIONALITY INCLUDES TIME/STATUS PLUS: My Home Dashboards, Support Log Updates, Issue Updates, Changes, Timesheet & Expenses, Risks, Action Items Limited, Reporting, E-Mail Updates, Chat & Collaboration Manager Tier is BEST FOR: Project Managers, Program Managers, Executives, PMO Department Managers, Administrators FUNCTIONALITY INCLUDES TEAM PLUS: Project Management, Microsoft Project -Way Sync, Dashboard Reporting, Program Management, Resource Management, Portfolio Management, Workflow Management, Estimating and Templates
More Pricing Information
Features
CloudBlue PSAWorkOtter PPM
Project Management
Comparison of Project Management features of Product A and Product B
CloudBlue PSA
-
Ratings
WorkOtter PPM
9.9
2 Ratings
27% above category average
Task Management00 Ratings10.01 Ratings
Resource Management00 Ratings10.02 Ratings
Gantt Charts00 Ratings10.02 Ratings
Scheduling00 Ratings10.02 Ratings
Workflow Automation00 Ratings10.01 Ratings
Team Collaboration00 Ratings9.01 Ratings
Support for Agile Methodology00 Ratings10.01 Ratings
Timesheet Tracking00 Ratings10.01 Ratings
Change request and Case Management00 Ratings10.01 Ratings
Best Alternatives
CloudBlue PSAWorkOtter PPM
Small Businesses
HaloPSA
HaloPSA
Score 8.6 out of 10
Avaza
Avaza
Score 9.6 out of 10
Medium-sized Companies
Planview AdaptiveWork
Planview AdaptiveWork
Score 6.8 out of 10
Todoist
Todoist
Score 9.2 out of 10
Enterprises
Planview AdaptiveWork
Planview AdaptiveWork
Score 6.8 out of 10
Quickbase
Quickbase
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CloudBlue PSAWorkOtter PPM
Likelihood to Recommend
10.0
(1 ratings)
10.0
(2 ratings)
User Testimonials
CloudBlue PSAWorkOtter PPM
Likelihood to Recommend
Ingram Micro
For organizations with 10+ employees, I think it is suitable. Smaller shops might find it overly complex.
Read full review
WorkOtter
I know it works well for IT but not sure how it would work for construction. I think construction has a different set of needs.
Read full review
Pros
Ingram Micro
  • 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.
Read full review
WorkOtter
  • Users find it easy to use which is important if you have a large number of users who don't have time for a lot of training or when new hires come on-board.
  • WorkOtter has a lot of advanced features that we don't use but when we do need one, it is nice to know the feature is waiting for us. We have used several of these features for special projects.
  • It does a good job with resource management.
Read full review
Cons
Ingram Micro
  • Training resources are still a work in progress.
  • As a software engineer, I'd like to see a more extensive API
Read full review
WorkOtter
  • Nothing significant. Maybe could be faster at times but I'm not sure if that is our own internet connection.
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Alternatives Considered
Ingram Micro
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.
Read full review
WorkOtter
No answers on this topic
Return on Investment
Ingram Micro
  • 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.
Read full review
WorkOtter
  • I think it has really helped us make sure we are using resources effectively but I think it is hard to prove. Although we don't have hard ROI numbers, I believe the general feeling is that you really need a good PPM tool or will waste a lot of time and money.
  • It helps with communication since we have a standard process.
Read full review
ScreenShots

CloudBlue PSA Screenshots

Screenshot of Customised dashboard with key business metricsScreenshot of Auto generated invoicing ensures nothing gets forgottenScreenshot of Keep on top of projectsScreenshot of Fully integrated and configurable ticketingScreenshot of Conversion of leads to prospects to customers is seamless, with no re-keying

WorkOtter PPM Screenshots

Screenshot of Dashboard viewScreenshot of WorkOtter MyWork viewScreenshot of Dashboard OverviewScreenshot of Resource Usage for People, Tasks, Time, BudgetScreenshot of Over/Under resource allocation viewScreenshot of Project Management Workflow - Customizable