Daptiv (discontinued) vs. WorkflowMax

I would recommend Daptiv for anyone who is look for a collaborative tool that is easy to use and provides excellent results for project management and resource allocation. The tool offers many various capabilities and is not isolated for use with one or two workgroups. Its versatility allows many workgroups across many different organizations to use it. In my previous role, I used Daptiv in both a Project Management and Account Services Information Technology role. In my current workplace, I would like to leverage Daptiv for Product Launch and tracking as well as change request visibility in the Release Management Organization of a pharmaceutical company. Both roles and companies are vastly different however Daptiv would serve a great purpose in both situations although my needs are different.

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.

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• Resource allocation, when fully integrated provides a in depth view of what everyone is working on, as well as their availability.
• Portfolio reporting provides a good view of where all projects are at in their lifecycle.
• Time tracking is simple to use.

• 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.

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• In my opinion, APIs / integrations are sometimes coming to their limit
• In my experience, no general archive available - therefore data sets cannot be frozen
• Data roll-up for different hierarchy levels (program / project / sub-project) is very limited, in my opinion.
• In my opinion, when having showing a large number projects navigation on project tab is not very handy

• 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.

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As previously mentioned, we were not able to get the product to solve our particular problem. After time spent implementing a custom solution, it was the decision of the executive team to discontinue the agreement. The costs of training the team didn't outweigh the cost of hiring an employee to do the translation of schedules to web view.

Because we can't imagine being without it!

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The main thing that I have to apologize for is the UI. Does the job but just not the flexible responsive experience that most users are used to.

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It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas

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In the 3 years I have worked with Daptiv I think it is been down once. The ONLY partial outages I have ever had have been with report automation.

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Good support team! Developed relationships and were very pleasant to talk to. Daptiv went above and beyond on ensuring the customers were satisfied

The support team are excellent. The only downside is that you can't phone them!

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I recommend using daptiv resources on your implementation to help with setup and training.

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?

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AdaptiveWork might not necessarily have robust Analytical abilities that Daptiv IBM Cognos BI tool have, but from the introduction I have seen of the product it has impressive capabilities. It is still work in progress and still learning about AdaptiveWork and looking forward to implementing and supporting it in the near future.

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!

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We are quickly able to add more users as needed.

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• I am in the process of establishing a hard dollar ROI received from Daptiv. However, there have been many soft dollar benefits we have achieved. Soft benefits include IT teams that are more aligned to business objectives, "one version of the truth" for where work is being performed and resources consumed, and more accurate estimation of project requests.

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• 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.

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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