Microsoft Teams vs WorkflowMax

• Video calls are great with Microsoft Teams. They've made big improvements over the last year and I rarely have issue with getting on. It's nice when things just work.
• The most used functionality is, of course, the chat feature. It does what it's supposed to do and you can create chat groups from whoever you'd like. We use it a lot when there is a special project and a team from various groups get together for a short period of time to get things done.
• An overlooked function is the ability to search anything within Microsoft Teams. Any photo, document, or chat can be searched and found pretty easily. I can't tell you how many times this has saved me from having to rewrite something or start over.

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• 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.

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• Found a bug where Microsoft Teams suddenly drops during an ongoing call even if there is no network issue from either end
• Screen sharing is also buggy. When we share our desktop screen on MS Teams the taskbar disappears and it's difficult to navigate through apps.
• There is a limit to PIN 15 chats a favourites. This count should be increased.

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• 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.

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• I think it has allowed us to leverage our Office365 more effectivly since all of the apps are synced together.
• It has really allowed us transition away from more formal webex meetings and have a more free flow conversation.
• It also gives us a more direct line to our manager if we need there input they can easily join our team chat.

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• 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.

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