CMiC Project Management is a construction project collaboration and management solution. It centralizes project-related communications and documents onto one platform, and connects the job site with the back-end office.
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WorkflowMax
Score 8.2 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
The platform is well suited for tracking project financials. The direct tie between the project budgets and costs on the accounting side makes this platform extremely valuable as we have real time cost data to make decisions from.
The platform is great in that it integrates the majority of our major processes. We can track a pursuit in Opportunity Management and push that information directly to a project. We hire people through the system and they are available to input on a project. We track time and pay people through CMiC and even manage our equipment fleet. This one platform satisfies a lot of our business needs, which makes our technology stack a bit easier to manage.
The platform as it stands today is not well suited for mobile consumption. We have users not use the mobile platform due to issues with losing data when not in wifi and issues with not understanding how to use the system.
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.
The user interface is similar to that of other project management software applications so folks in our company that had previously used other applications have been able to switch over fairly easily.
I really like the software and it was much less expensive than other applications.
I like the mobile application so that our superintendents can view the documentation on their phones.
I really like the punch list capability mobile field, however, we have a hard time getting our superintendents to use it for some reason.
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.
Entering a code of the vendor instead of the company name while recording an invoice takes time and seems counter intuitive
Editing an invoice created through Image Management on the AP side is limited to description and address field. When changing the rest (invoice# or a date or an amount) - the whole trace of who entered/submitted/approved disappears. The way it works now is: deleting an invoice from the batch, locating it through Registry/invoice search, unsubmitting it, making changes, submitting, adding back to batch - time consuming
In Multiple distribution pop up window, when entering a new invoice, I'd make the field "Company" to be autofilled once "Job" is entered. It takes time to memorize what job number belongs to what company.
There is only web version available and it is limited compare to a desktop client. For instance I can only make one change at a time and save it. Multiple changes don't get saved in one click
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.
This is a platform that would continue to be in the best interest for our company. I just hope that CMiC support removes the gaps between the enhancements that they create to better the system to what they currently have
I believe it isn't easy to use and is unintuitive. Undecipherable error messages appear throughout the application without indicating what is wrong or how to correct it, in my experience. The terminology on the screens is specific to Canada, which adds to the confusion.
Sometimes since this is a cloud based product the system can become slow but we haven’t had any issues of availability without CMiC first letting us know it would be down
The support team [has] been in touch with our deployment team and has given them effective guidance up to completion. It has helped us in [the] best methods of resource allocation and secure record-keeping process. We have tracked all our billing information and made the right payments with documentation and avoided [unnecessary losses]. [The] support team has [to] lead our teams to the right channels and empowering our team with the right skills for maximum production.
The training was on system functions and not really how best to use it for our business. It would have been nice to be provided recommendations for use rather than just a blank slate of functionality.
Lots of confusion between sales and implementation regarding what was included and not included...the security encountered a "bug" and made it extremely difficult to set up roles and individual responsibilities
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?
CMiC Construction Platform is the best price point in the market. Others are revenue-based billings, and the annual fees reflect as such. CMiC Construction Platform support staff is generally amazing and offers real-time support on critical issues. The imaging and workflow functions are real-time savers. CMiC Construction Platform is generally a smaller and in touch organization that treats your team like their own and stays with you after the purchase.
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!
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.
