From Enghouse Systems, Vidyo is a web conferencing platform that features video calling and instant chat capabilities. The platform integrates with most environments, networks, and devices.
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WorkflowMax
Score 9.2 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.
I've had HR professionals ask about using it for interviews. Gone are the days where we have to spend hundreds of dollars to fly candidates in or limit ourselves to phone interviews. Vidyo with it's high reliability has saved the organization thousands in travel costs with candidate recruitment. Business meetings that can often be troubling to get leaders and executive all in one room, Vidyo has functioned extraordinarily well in bringing in people from home, on the road, or the airport. Mobile capabilities are easy and fast. Quick daily calls and chats in the office are probably best suited for the free options out there as Vidyo is not a free service like others. Better yet general phone calls will suffice.
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.
I didn't have to sign up, I just need to log into the "room" I was supposed to, so unlike Skype or other instruments, I didn't need to spend time and create my own account.
To be honest, the largest online class I've attended had 10 people in it (besides the teacher), but it was a good quality connection.
I enjoyed the ability to ask questions or clarifications in the chat (without having to turn on my microphone, so that the teacher could answer the question when he/she finished the thought).
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.
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.
We have an internal tech team dedicated to setup and troubleshooting of Vidyo. This makes it very easy, because we have access to our own employees for help. Rarely have I or anyone I work with had to escalate something to Vidyo themselves, and we're lucky to have the internal administrators that run the show. Almost like Vidyo is ours and ours alone.
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?
Vidyo gives all of the competitors a run for their money. Since it works seamlessly, is easy to use, and has a clean UI. Screenshare could benefit from some work, like the ability to share multiple screens from different users at the same time. The search function could be improved, but overall, it's a great software.
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!
It did help us reach the objective of education - after a while, everyone had a chance to connect and the quality of video/audio once you're in is great. It's just getting there that isn't up to par (but hopefully would be changed in next versions).
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.
