fileplan vs. Podio vs. Projector PSA

[Citrix Podios's] customer support is very quick and they provide you an option to convert your
project into small tasks so that you can better assist your team and extract
maximum work out of them hence I will totally recommend its usage. I could not think that keeping track of tasks could be this much easier and smart. It is a fully customizable tool that manages my tasks efficiently and deal with them effectively.

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

• Very easy for people without coding or technical skills to set up and maintain information in "Apps".
• Platform is very easy to learn and adopt--it's intuitive.
• Project management potential is awesome--instead of having to fit your projects into a structure that is industry specific, you can build an app that tracks what you want, in the order you want it.
• Has a "relationship" field that allows you to relate an individual item or record to a record in another app. It effectively gives some of the functionality of a relational database.
• Very useful for information sharing when staff members are in different regions or places.

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!

• More filter options for calendars.
• Customizable views for Relation fields.
• Full featured Podio mobile App for iPad.
• A customizable profile status – would love to work with Podio in silent mode (logged in while working, but "not available" for requests when in heavy work mode)

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.

Podio customer service is great. The cloud and mobile service is fast (almost instant, continuous syncing). With a solid user base, and backed by Citrix, this is a serious business solution. They're also constantly working on improving and making it more powerful. I anticipate it only getting better

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 takes a while to understand how to wield the power of 'relationship' fields and unlocking the flow of data across Podio apps and workspaces. Once the lightbulb comes on, the options and builds are effortless and limitless. Because of the unrestrained customization, you truly start with a blank slate and must endure a potentially frustrating learning curve to crack to (no)code. But once you get it, all the power is readily at your fingertips.

Incentivized

Desktop interface feels complex to new users.

I have not experienced any down time

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

It works all the time and if I have a question, support get back to me ASAP

Podio support was always responsive and very quick to provide answers and assistance during the history of using this product, their support team has always been top notch. There have been several cases where calling podio support a feature was not available and they provided either workaround solutions or added the features straight into their roadmap.

Incentivized

Could of got more help sooner and mapped out structure after the 1st month. Future planning

I have not yet found a permanent solution that meets all of our needs. We continue to use different tools across our different departments, and none of our tools really communicate with one another to our satisfaction. We remain optimistic, however, that a company will emerge that embraces an abstract, highly customizable interface and also provides exceptional customer service with an open-minded development team that does not simply say no to everything by default.

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.

As you business grows, so does Podio. There seems to be no limit to the workspace and apps you can create on the platform

• Podio is great for task assignment and tracking. The ability to enter and assign tasks from mobile and track their completion saves me several phone calls a day.
• Podio outdoes email as my go to place to search for information. The ability to forward emails into the system, organize by projects and contacts, and search it all saves considerable time and confusion.
• Podio has considerable potential to reduce overall admin time spent organizing information (filing, tracking, etc) The ability to keep a single record of a given piece of information without being tied to email vs file structure works very well.

• 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