Likelihood to Recommend You absolutely need a full time individual on this program to manage it properly. It is likely a powerful application. However, you have to know how all the disparate parts interact with the other content in the application. How they actually interface with your businesses operation applications (really check this one out as it only seems to play nice with Microsoft suites based on our experience.) and decide how much time and additional money you are willing to bury into this. Figure at least 2x over CW cost your initial period of out-of-pocket costs
Read full review I work as a Hospital Manager and in our hospital we need various equipment and advanced machines that can diagnose the best and give us the best results so that we can analyse the patient's best possible condition. Getting new machines and types of equipment is not an easy task we need so many planning the funds for the projects and implementation of those machines can become challenging part if we don't have a proper roadmap of resource management, funds, vendors suppliers, etc. Here Planview Portfolio smartly computes the all data counts all the variables and gives us the best roadmap to follow it is very useful to get crucial projects in organizations. If the organization doesn't have multiple projects or they work in a monotonous way then this tool might not be the best option for them.
Read full review Pros Tickets- Customers can email and a ticket is generated and falls under their profile for historical records. You can save documents and select if they are customer facing or only internal facing. The option as well to have communication in tickets whether its internal facing or customer facing is nice to have when you're trying to keep a record or important details for just internal means and the customer doesn't have to see all the jargon. Procurement - It's great to have this integrate with Quosal Sell. Quotes being processed into opportunities and then into a sales order which connects to a ticket or project is pretty easy to use. It does have a learning curve but once you get the hang of it, it's straightforward. Everything is pretty connected, whether keeping track of products customers have purchased historically through us, to knowing what ticket is associated to an RMA. Read full review Capture potential opportunities using the Requests Module and analyze and rank these opportunities via lifecycles and promote (dispatch) approved opportunities into Projects. Information captured during the request process automatically get transferred to projects. Robust schedule management; time reporting; resource management and financial planning and management Risk and Issue management controlled via robust lifecycles. Extensive reporting capabilities via SSRS and Power BI Dashboards and delivered to users via tiles in Project and Portfolio views. Read full review Cons I will say the calendar option needs a little bit of work. A calendar that looks more like lets say a Google Calendar would a nice feature. Better Knowledge base section. We attempted to get very good use out of the Knowledge however due to not really being able to organize it and it being very hard to navigate we had to go a different route for our documentation. Possibly adding a cleaner user interface and adding more customization for the organization of companies would help. A better layout for reporting would also be something good to have. The layouts available are so difficult to put together to get what you want out of a report. Virtually makes it impossible to get what you want out of them. Read full review this is the area I can see Planview Portfolios is very much lagging behind. If you see Atlassian, they are having a robust API information and using that we can securely access the necessary information based on the role. I think a similar kind of approach need to done in Planview Portfolios as well. User Information and Resource information is separate. Expecting that, during the User creation, when a resource is linked, automatically all the basic fields should be populated with the values, also if a person is having an User account there is no way for that person to know that what User role that he/she is having. Also none of the reports covering that details. Automation - It's mentioned using the UiPath some of the Automation has been done in the User creation but don't find any necessary document for better understanding. Read full review Likelihood to Renew ConnectWise has uniquely positioned themselves with the Modern Office Suite to have direct integration with a nearly full suite of tools for MSPs. Although each tool may not necessarily be the absolute best tool on the market, the efficiencies leveraged through direct integration make the entire suite an obvious choice for most companies.
Read full review We have been a Planview customer since 1999 and have seen it grow and mature as a tool. We have looked at other tools and have found that PV continues to meet our needs and is easy for our resources to use. They work to stay up on the project management industry and the direction it is going, keep on on current technology so that we can work more effectively, provide excellent customer support and have great pricing for what they offer. We can purchase only the modules we need versus buying a tool where we would only use a portion of the functionality.
Read full review Usability I have been using ConnectWise since 2004 and I am impressed with the progress they have made. However, there are still bugs that don't work quite like they should. If I were to run reports and get consistent answers along with a couple other annoyances, then I would score CW as a 10
Read full review I feel it is very difficult to use, and very limiting and of over complicated in it's basic project management basic functions. In my opinion it is over engineered to the point of un-useful
Read full review Reliability and Availability We use the cloud version of ConnectWise and in the last 5 years it has never been down for us during business hours. I can only recall 1 time when it was not available during off hours when we wanted to use it.
Read full review We are long time Planview users and its availability is only limited to our internal SLAs for nightly backups. I have never experienced any unexpected or prolonged software downtime from Planview itself.
Read full review Performance Some tab for certain areas load speeds could be better. Dashboards can load slowly when they reference multiple reports. Some reports can load slowly based on the tables and views they are accessing. At times the SQL queries being performed in the background can actually timeout and a tab or screen will fail to load.
Read full review Support Rating The front line support techs are wildly inconsistent when it comes to the level of support. Sometimes you get someone who just wants to throw links to University documentation at you, sometimes you get someone who truly tries to understand your issue and confers with peers and managers to find an answer, and sometimes you get someone who just wants to create a ticket and escalate immediately. If you ask three different techs the same question you will probably get three different answers, one of them being, "That's not possible."
Read full review Consultants are knowledgeable and friendly; it is easy to build relationships with the support people you work with and they learn how best to help you. The vendor is continuously looking for honest feedback about their tool and they use that information to design their product roadmaps
Read full review Online Training We are a telecoms company. Whilst CW were very happy to sell us their product and tell us how good it is for telecoms. All the training material is geared towards IT MSP's. The on-line training material was virtually useless. We found the implementation a bit of a joke. They tried telling us 12 hours of implementation time would be sufficient to launch the product. We erred on the side of caution and paid for 24 hours. This was quickly eaten away and we were nowhere near ready to go-live. I find the on-line chat facility is of much more use for us.
Read full review Implementation Rating Rather than letting them sell you a block of time for implementation, create a list of things that must be completed do declare the implementation complete. The implementer will have the discretion on what they set up and in what order. They will be trying to end their services in as little time as possible and may not get things set up right. You are best advised to hire a third-party wizard that has done many of these setups. Record the audio and video of all of your implementation sessions.
Read full review Always have a pre-implementation meeting or conference call with Planview to ensure all are on the same page, disclosure of all and any customization (including reports) and plan for support after implementation of a specified amount of time with the assigned implementation resource. And document everything
Read full review Alternatives Considered ConnectWise, does more than one function well for a CRM, it enables managed service providers to place all of their services into a single solution, that helps smooth the running of the business. Now we don't have to have 4+ different software packages to provide customer tickets, account information, sales pipeline, and HR.
Read full review Odoo , like this platform, has allowed us to efficiently organize our projects so that they can be prioritized by importance, to know which is the most urgent, in addition, it has also allowed us to assign work in an organized way among our collaborators, and their reports have allowed us to improve.
Read full review Scalability ConnectWise seems to have a good understanding of the IT service industry. During the required onboarding training, they even preach configuring only features that you need right now, as you can always scale up later. The feature set for the most part takes into considerations all aspects of an IT business, whether small or enterprise, or growing from one to the next.
Read full review Return on Investment The positive impact is no one has to return to the office to look at notes - they can look up the support ticket on their laptop, tablet, or phone. The positive impact on ROI is keeping all of your support tickets organized in one spot and multiple techs can update them. The positive impact on ROI is that you have happier customers as you can update the support tickets no matter where you are at Read full review It has improved Resource Management. We now consistently represent resource available-to-promise against operational commitments, other projects, q-end commitments, vacations, etc. It has improved our quality of forecasting. We now model project changes and future requests against available time and resources ("what-if" scenarios). It has improved our strategic focus. We now manage our projects from a program/portfolio point of view to ensure we are resourcing company strategic initiatives. Read full review ScreenShots ConnectWise PSA Screenshots Planview Portfolios Screenshots