Markup.io vs. Projector PSA

Scenarios where I find Markup.io appropriate: Sharing files with a client (as an agency) that are not approved but need to visually assessed. Sharing short-term files with external teams Housing client files short-term Scenarios where it is less appropriate: Long term storage of team files Sending approved files to a client

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

• easy to use and appealing user interface
• Affordable packages
• Organized interface

• 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!

• Voice suggestions are useful for people who don't want to type
• You don't always see who has viewed the file
• Downloadable comments would be a good addition

• 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.

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 UI makes it super easy to use and it has the benefits that I need. I can share a tool with my clients that makes the process easier which makes my firm look good and the fact that the platform is so appealing also makes my firm look good by extension

Desktop interface feels complex to new users.

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

Figma: Harder to use, steeper learning curve monday.com: still use this and share items occasionally here but more in a back up, repository way. It was hard for clients to find the files Google Drive: not everyone uses Google and sometimes, we had difficulty with Microsoft users WeTransfer: too ephemeral, clients responsible for sending comments via email, gives them too much work which ultimately makes the process harder

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.

• Better creative collaboration=increased client satisfaction
• Faster approval process= faster project closure
• Better and more complete annotations= increased client satisfaction

• 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

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