Expesite (discontinued) vs. Projector PSA vs. TaskRay

Expesite seems to be a good program for a client to communicate with their general contractor. It allows the GC to log in to one portal to handle all forms of communication rather than having to email certain things and use DocuSign for others and follow up via email to make sure that tasks are completed.

Incentivized

We think Projector PSA is a great tool to track and manage people in a professional service environment like management consulting. This system is easy to set up, easy to understand and should easily suit the needs of smaller and medium sized firms. It may be less appropriate for firms that rely very heavily on project management through another system (like MS Project) or firms that rely very heavily on a sales pipeline tracking system. While still very much possible to use, you would (I believe) have to do some re-keying between systems

TaskRay is a great solution for small to medium sized businesses running multiple projects at the same time. It is very cost effective and their development team is actively adding new functionality regularly. If you prefer working from a tiled Kanban board view, this is highly worth evaluating.

Incentivized

• Provides a dashboard where you can see all jobs that are going on with a particular client.
• Makes submitting and tracking change order requests simple.
• Makes tracking the status of pay applications simple.

Incentivized

• Projector is a very well designed tool for project management. It has allowed us to eliminate a number of auxiliary tools for project timelines and WBS for the vast majority of our projects.
• Time and expense entry is intuitive and quick for our staff.
• Our forecasting and resource management capability has improved greatly with Projector and allows us to grow our team efficiently with minimal additional administrative burden.
• Reporting is extremely robust. It does require some time to really get a handle on the full functionality of the reporting tool, but once you do, you can get almost any kind of report you want out of the system!

• Onboarding Templates
• Scheduling Onboarding tasks and assignments to client and employees
• Creating project logs so that everyone knows what is being worked on

Incentivized

• User-friendliness. My biggest gripe about Expesite is that nothing is intuitive. I wouldn't intuitively think to look for anything in the place that I can actually find it. For example, why would I go to my "inbox" to see where all of my jobs are? I would think that would be what the dashboard would be for.
• I understand it's a security measure, but changing the password so frequently gets challenging and this is the only program that I use that it changes as often as it does..
• Finding documents on Expesite is a nightmare. As a GC I need to be able to quickly log in and see if there are any brand new documents that I should be aware of, and perhaps I'm just using it wrong, but I haven't found any easy way to do that. It's very frustrating to have to dig through all of the files to figure out what has been updated.

Incentivized

• Release management process needs to be improved. Currently no facility is provided to test the impact of new releases in a sand-box. This introduces business risk if there are interfaces into Projector PSA as part of it's use in the business.

• Unfortunately TaskRay does not allow us to share templates externally with customers.
• We have employees all over the world and we don't think TaskRay will support other languages such as Japanese. Note, I am speaking with a sales rep next week to confirm this, so we may be incorrect.

Incentivized

We have been using this tool for a year now and find our use of it continually evolves and broadens. We are also very excited about the overhaul that's under way and feel many of the improvements being put in place will help make us that much more effective and efficient. The Projector team is also very responsive and collaborative in terms of user feedback and improvement suggestions, which helps us know they will work hard to help us get what we need out of the tool.

It's hands-down the best PM tool we have ever used. Nothing compares in ease of use and being easy to learn. It also looks great and makes sense immediately

Incentivized

Desktop interface feels complex to new users.

Easy Easy Easy to use

Incentivized

In 5 years of use we have never experienced an unscheduled outage.

I have not had many support issues but when I have, they have been courteous helpful, and solved the issue

Incentivized

Again, just like the app, the implementation was very easy.

Incentivized

We did pursue Quick Arrow another tool that was similar. We found that be in inflexible in use. Projector allows a lot of flexibility in setup. Our organization has very specific business processes and we were able to set up Projector to work with those processes. Several other systems we tried were not as flexible in allowing set up to our needs.

We are still in our year long evaluation process. But TaskRay has been the easiest, and most successfully adopted tool so far. Even if we do not end up choosing TaskRay, I do not regret implementing the system or the experience working with the team at TaskRay. The only reason we may not end up going with TaskRay is lack of templates and slightly stunted reporting features (this is mainly due to Salesforce limitations). Our organization is growing so quickly, we need to consider tools that are better able to regiment processes in a larger group of Customer Service Representatives and give management more detailed insight into those activities.

Incentivized

• It has made communicating with our important clients easier by centralizing the communication.
• It has made submitting change order requests quick and simple.
• It has helped to speed up the accounting process because we can log in at a glance and see a status.

Incentivized

• Even in the small time that I stayed to see Projector PSA reporting I saw ROI projections become more realistic. There was real data to analyze that proved we were spending way too much and charging way too less on some projects.
• Although employees were not used at entering their hours, this single reporting improved operations management and validated employees concerns that more people were needed to manage workload
• Project proposals were more realistic because they were driven by real data.
• Decision making overall for the department became more efficient and effective

Incentivized

• It was highly effective in organizing projects and sprints.
• Time cards were easy to manage.
• TaskRay's integration with Salesforce is a huge win as well as you can leverage workflows, approval processes, and alert notifications.

Incentivized