IBM Targetprocess is a Strategic Portfolio Management (SPM) SaaS that connects strategy, funding, and execution. It helps enterprises prioritize work, dynamically allocate resources, and continuously adapt plans. With real-time visibility and financial insights, organizations can deliver faster, clearer business outcomes.
N/A
Projector PSA
Score 7.0 out of 10
N/A
Projector's cloud-based Professional Services Automation (PSA) software helps project-based services organizations track time and expenses, invoice clients, schedule resources, and manage projects. Its three modules span a more comprehensive set of uses than typical project management software. The Accounting module helps the user track time and expenses and manage invoices and billing. Also it syncs with the company's accounting systems as a sub-ledger. The Resource Scheduling module matches…
Apptio Targetprocess is well suited to track work and progress of that work. In addition it is easy to tie that work to OKRs. Cost and hours rollup across the work hierarchy works well. Our users like the flexibility of Targetprocess and the ability to develop their own views and reports Scenarios where it is less appropriate is to do executive level reporting and develop reports that can pull in all of our time data since there is a 300k record limit
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
Extremely flexible: We are able to setup work for different groups in ways that work best for them.
Fantastic support group: They are extremely knowledgeable and helpful. I enjoy working with them.
Automation: Their automation capabilities have saved us a lot of time.
Customizing screens: We can go into code for the different entities, move fields around or hide them, add tabs or additional sections as needed to make for a streamlined user experience.
Reporting: Their reporting is flexible and phenomenal. There are so many different ways to pull data and the interface is easy to use.
Their user guide is well built and extremely helpful.
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!
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.
Targetprocess is the most flexible application for tracking work among teams that we have found. This power comes from near limitless ability to customize your views on the work tracked in the system, and from the myriad reporting options to draw metrics and stats out of the data there. Custom fields, processes, and mashups all add to this flexibility and appeal.
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.
Overall Targetprocess's usability is good. the tool is easy to use and has features which most BUs and organizations can use. Additional features like AI integration would help the tool and its overall usability. providing additional dashboards for specific roles and executives within the tool would benefit Targetprocess with its scale
Reports are fast loading, considering they can refresh in a second or less and we have 7 years of work tracked in over 40k entities. Pages can load slowly when the views are very busy, but not frustratingly. I am a console user most of my career and generally prefer it over webUI interfaces, but Targetprocess won me over from the beginning and I spend half my day using it now.
TargetProcess' support is one of its strengths. The support team is very responsive and helpful when there is a problem but they're also proactive in providing good release notes and engaging with the community through a voting scheme to influence the priority of new features.
The team also releases new versions frequently with new features but with no knock-ons to currently working features.
You should take some time to get everyone to agree how the system should be setup before work starts being tracked in Targetprocess, this avoids difficult and disruptive changes to processes or plugins later when everyone relies on it daily.
I would say TargetProcess is an incredibly wonderful tool. As compare to JIRA Software, it is a fully featured product. It fulfills all my business needs. Tracking efficiency of this application is quite favorable in order to track all the details from a certain project in just a few minutes.
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 use the hosted version of Targetprocess and have never run into limitations or degraded performance due to scalability. Excellent performance over 7 years!
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
