The Lucid Visual Collaboration Suite empowers teams to ideate, plan, design, build, and launch game-changing solutions from a shared infinite canvas.
$0
per month
WorkflowMax
Score8 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.
Lucid Visual Collaboration Suite is effective for process documentation and knowledge sharing across teams. For us, we used it to map out individual roles and specific tasks within each role to create clear and visual workflows that others can follow at any time. A key scenario where it works well in our business for business continuity during absences another colleague can pick up the role by following the process on Lucid Visual Collaboration Suite with minimal disruption. The visual diagrams are easy to understand and a written document.
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
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.
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
Large number of predefined charts, diagrams, flows
A great repository of various symbols and objects
The easiness of using and manipulating objects and shapes. There is a lot of auto-editing and adjusting which the software does for you which saves a lot of your time.
Easy way of duplicating shapes.
While working with the app everything feels organic and natural. You don't get the clunky/limited feeling which happens with some other similar apps.
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
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.
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
The sign in page could use some help. When I first signed up, it was really difficult to login, unless I was logged into the perfect Lucid Visual Collaboration Suite software. It doesn’t seem to have a route to get people to the right place if you’re in the wrong place.
It’s nearly impossible to move content off of the Lucid Visual Collaboration Suite if you’re looking to get your content into a different platform.
Lucid Visual Collaboration Suite requires frequent updates and refreshes of the pages (at least daily).
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. TR verified that a representative sample of customers was invited. More Info
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.
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. TR verified that a representative sample of customers was invited. More Info
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. TR verified that a representative sample of customers was invited. More Info
The usability of Lucid Visual Collaboration Suite is bar none and incomparable to any other tool used in the past. There is such a vast offering that covers all the needs of any user in industries far and wide. It is no doubt that this is a firm recommendation for anyone and everyone to utilize this tool for all their needs.
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
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. TR verified that a representative sample of customers was invited. More Info
I reached out about being able to access Linear through their new acquisition partner, and they kept pointing me to the same article even though I told them it wasn't giving me the information I needed. I asked for a meeting with a CSM and they didn't reach out to help. I've also tried to contact some PM friends to give feedback, but no one seems to care
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. TR verified that a representative sample of customers was invited. More Info
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
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?
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
Lucidchart is well beyond Microsoft Visio and is constantly improving. Visio is pretty much stagnant and hasn't been improved for several years, Lucid is constantly adding new functionality like AI powered functions and tools. We have no reason to pay for Visio licenses when Lucid can provide so much more for less.
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
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!
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. TR verified that a representative sample of customers was invited. More Info
Though I can't necessarily provide hard numbers, I can confidently say that Lucidchart has saved countless hours for myself and my teams as we don't need to try to develop some type of complex diagram using markup or any kind of code.
I have previously been able to build a complete ERD using Lucidchart in a past position, which the company never had before. It ended up being used by countless teams in the company and ultimately in a large-scale data stack migration effort.
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
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.
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