Microsoft To Do vs. OpenAir PSA

It's such a simple and effective tool! If you need an app to safely store your To-do's and make sure you stay on top of things, this is it. You can divide tasks lists into folders (like "home" and "business"), share the lists with co-workers, set notifications, even mark items as a priority. It's great for smaller, day-to-day tasks but if you need something to manage a bigger project or a team, you should look into more robust project management tools. Although this is a great app, it cannot replace tools like TeamWork, Basecamp etc. But they work great together

Incentivized

This product is well suited for an organization that is focused on client services, project delivery, time tracking, expense reporting, and revenue recognition. From a pure project management perspective, this product is not as feature rich as say Microsoft Project Server. For organizations that are looking for detailed complex project plan and resource management (along with resource leveling, etc.), this is probably not the best suited product

Incentivized

• Wunderlist is what you need for your to do lists. It's really simple to use.
• Allows you to set due date to your lists, share them with your team and/or create a folder to divide and organize all your list set
• Also, Wunderlist is compatible with all platform and devices. So you can always be updated on your list or work on them from wherever you are and with all the devices you have.

Incentivized

• Netsuite OpenAir PSA is highly configurable and has a large ecosystem of assets to work with.
• Tasks are easily designed to automate processes in your business workflow.
• OpenAir is designed in such a way that it can communicate and receive information from external systems without having to re-engineer your systems to make them work if you are following standard business practice.

Incentivized

• Viewing more than one task at a time.
• Email forwarding tasks - sometimes can be buggy and not always smooth.
• Option to show more detail on a task without clicking task - example: being able to see attachment without clicking on task to view.

Incentivized

• Compared to QuickArrow, setting up reports to reflect the data accurately seemed to require a bit more consultant time and collaboration. Getting the numbers correct is essential, so budget extra time for this iniative. We also learned that certain calculations can not be displayed in the executive dashboards. Ask these questions upfront to ensure your dashboards are complete for your needs (again, working backwards in the preparation stages).
• Compared to QuickArrow, NetSuite OpenAir PSA falls short in the resource management capabilities. UI, flexibility, and scheduling options all could be improved. This is on their roadmap, timeline yet to be defined. Scheduling is vitally important to our company and this is THE area where we feel is the applications weakest. However, the application does provide everything critical to scheduling and provided the elements we needed in order to be successful. We altered our scheduling process accordingly.
• During our System Administration 3 day online training, when a question was asked about detailed functionality, sometimes the trainer would share..."Yes, OpenAir has a configuration for that. Just inquire with your consultant and they can flip that flag in your instance." The responsibility for obtaining these special application configurations was placed on the System Admin [in training] to ask and to take notes. If your company needs the application to work a certain way, speak up and ask your OA consultant. There seems to be MANY flags that can be flipped in the background to allow for the system to meet your needs. My complaint is that these are not published, rather made available if one inquires.
• OpenAir is able to generate invoices directly and we strongly encourage using this feature to keep everything housed under one application. However, this did not work for our organization and we leveraged a financial integration. A bit of a pioneer integrating with Softrax -- the integration works well, however is quite fragile. We do receive appropriate support when needed, but would prefer the integration to be a bit more stable. We recommend integrating with their stated supported financial systems, as staying the course will likely net a more stable integration.

It's working, and doing precisely what we selected it for. The only hesitation is if Microsoft suddenly drops the platform.

Incentivized

It all depends. We are still looking at moving our consultants to Oracle PAC, in order to get our financial systems in line (we use Oracle Financials currently). We are feeling a lot of pain with integration and segmented systems.

Ultimately,it depends on how much pain is felt there. OpenAir has given us a path to follow on from QuickArrow. I foresee either moving onto Oracle PAC by end of calendar, or staying on OpenAir.

OpenAir to Oracle integration is not easy. From a reporting and process perspective, there’s been pain from being in different systems

The actual user interface and the way to navigate around the app is very intuitive and easy to learn/use which would make me give it a high ranking, but the syncing issues drop down my rating because there are times where you add an item to the list and then it just disappears. Then when you add it again the sync will happen and now you have duplicates. The other negative with the usability is adding extra information to an item, such as files or comments or assignments. You can do it but it's difficult to tell which items have this information from the main screen. You have to click on them individually.

Incentivized

In this day and age I should not have to read a manual to understand a product. It should be intuitive to administrate and perform basic tasks. It feels like a ton of intelligence was poured into making OpenAir feature rich but no where near as much attention was given to the user experience.

Incentivized

The system up time was reliable and that was never anything we ever had any concerns/issues with.

The performance was acceptable. If you had a very large data set you were working with it might take a little longer, but within reason.

I have not had an issue where I needed to reach out to Wunderlist, but I know their contact and online chat is easy to access and feel confident that they would be helpful. My only worry is Wunderlist is becoming Microsoft to-do in May 2020, and I believe the app will become worse after that.

Incentivized

As an admin, I've had more contact with OA support than most. I've found their response to tickets typically timely and helpful, however many of the responses to tickets are "we will file an enhancement request" and then I never hear about it again. So not terrible, but not a very fulfilling experience.

Incentivized

Very knowledgeable and able to articulate how other customers configured the solution to meet their needs as well as the best practices they recommended.

We did a 3 day online remote course back in April. NetSuite prefers training to occur before migration. We went over the functionality of tool and three months later we migrated. Personally, I didn’t find it that beneficial. Certain parts of it were beneficial as they applied to me – talked a lot about invoicing capabilities that didn’t apply to me. They also have knowledge base / e-learning assets, but I haven’t referred to them

Wunderlist giving 100% work satisfaction for me and my organization

Incentivized

It went fine. Everything came over the way we wanted. In addition to migrating the current projects we wanted to migrate historical data – did that seamlessly. The finished product looked pretty good – just needed to tweak – and they helped us with that

Wunderlist is the cleanest of all these products, and also the most functional. It performs exactly like you would expect a to-do app to work, and you can make it as simple or as complex as you want. Trello boards were too much for my employees to comprehend and they could never get the hang of it. Microsoft TO-DO is just a stripped down remake of Wunderlist and will be a while before it catches up (if it ever does). Todoist is the most similar to me, and it was mostly an aesthetic choice that made me choose Wunderlist.

Incentivized

OpenAir accurately reflects changes in real-time as well as lends itself to see where a draw is at, when payment is expected and what percentage of the contract has been billed or approved to date. This helps with project billing and tracking as well as cash flow. Quickbooks lacks the ability to show progress draws, approved changes, and pending changes on a given project where OpenAir excels.

Incentivized

Once the system is setup, it's easy to manage and maintain.

• Productivity Increase - Knowing exactly what I need to do and when makes sure that I am on the right track, working on the right project and task at the right time, and not missing anything (or wasting my time on tasks that don't move the needle).
• I'm delivering and following through on projects (big and small) without worrying about if I'm missing anything. This has helped specifically in product releases. One task I used to be late on every year was holiday greeting card releases in May. No one is ever ready to design holiday cards in April, so I wasn't even thinking about it. However, retail shops are buying their holiday products in the summer. I would always remember September as the weather started to change, which would lead me to miss out on the bulk of retail shop sales. With Microsoft To-Do, I mapped out the entire project, starting with designing 3 Hanukkah cards, to 3 Christmas cards, to printing them, photographing them, listing them, and marketing them. All with deadlines attached. Every detail was planned out in a doable way. For two years in a row, I did not miss out on this release and my sales have increased 300% year-over-year in part because of my release planning in Microsoft To-Do.
• Do you know those tasks that pop up in meetings that you write down somewhere and then sometimes just completely forget? No? Just me? Either way, I used to have them scattered in notepads, sticky notes, and notebooks, and a lot would be lost in the wind. With Microsoft To-Do, I take all of those to-dos gathered during the day and add them to my to-do list with a deadline at the end of my work day. Now, I never miss anything.

• It covers our requirements for time tracking and project/resource management better than the previous solution we used.
• Project managers are happier having this tool for their job and also because it is running on the cloud as opposed to running on-prem.
• It doesn't help in any way improving the "chasing" of the people that don't submit their time-sheets in time. This one stayed the same as before.

Incentivized