monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.
$36
per month (3 seats)
OpenText Solutions Business Manager
Score10 out of 10
N/A
OpenText™ Solutions Business Manager, formerly from Micro Focus is enterprise-scale business process automation software. It helps IT quickly create, adapt, deploy, and govern process-based apps and workflows for humans and systems across the organization.
Another feature I love in the free plan is the “Sort” feature, which enables me to sort all my clients by name alphabetically. Or sort by date, status, progress notes, etc. I make extensive use of the text column, where I can keep ongoing, detailed notes on the progress of a particular client's work and the information I am still waiting on. I have it open automatically every day, and my tasks are listed there for me to follow through on.
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
How many users will be using the system? What part of the organization will own the product? Serena is a great workflow tool. It can be tailored to fit in any scenario and so I dont believe there is any situation where it would be inappropriate.
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
Intuitive board functionality with a variety of column types and customizations to address different use-cases, such as templates for user lifecycle management, checklists for onboarding.
Extensive automation capabilities to reduce tedium in more complex boards, such as our company's computer asset inventory board, to ensure devices are kept organized within the board for quicker reference.
The ability to connect boards and mirror info across them allowed us to build out a cross-functional, quasi-ticketing system enabling more efficient processing of requests that involved action items from different departments and/or teams.
We could use both the many board functions in tandem with the WorkForm feature to create an IT ticketing system that could be replicated and tailored for other teams 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. TR verified that a representative sample of customers was invited. More Info
One of my favorite capabilities within the Serena user interface is the reporting. Detailed searches into the workflows allow the users to create reports containing any field that is in the workflow. Users here use the reporting during review time to pull metrics on tickets they have worked during the year. From a process perspective, the system provides a specific report with details around how long the items have been in various states. I use this information to measure my process peformance and to identify bottlenecks within the processes themselves. The reports are fairly easy to use but they can also be very complex too. Reports can be set up and shared across groups. Generic reports can also be set up so that query at run time fields can be entered.
Developing new processes in Serena Business Manager is relatively easy and does not necessarily need to be done by a developer. Serena has added some key features that reduces the need to add Java scripts. Serena Business Manager is a blank slate and it can be as complex or as simple as you make it. The forms are the same. I have seen some very simple designs and some very complex and beautiful form designs.
From a user perspective, it is fairly simple to just pick up and start using. I introduce our new hires to the systems in a thirty minute session. Most users are more confused by which process to use for what than by how to use the system.
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 management of holdable items, continuously drops in incorrect places or doesn't show the 'correct way' to handle in the wished place, it happens with the dragable items on dashboards
The 'favorites' menu on desktop is now with 'Use my IA feature' everywhere and has removed the Fav section of for the boards in the sidebar. It was so useful when there were hundreds of Tables and only work on or update 3 - 4 of them (it is still visible on the mobile version, by the way)
The errors after using for a while, like 90 minutes, I am writing something and unexpectedly the app says something is wrong and I need to reload the page, and the thing I was doing doesn't still local storage as in other use cases
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
Serena's documentation for the product is well written but it can be a bit challenging because it is often missing key components, best practices or tips and tricks that you get when you call into their customer support. It is also very frustrating to have their release notes refer back to their knowledge base to have their customers figure out what they fixed in their releases.
Serena Business Manager manages their users in an Administrator function. Any changes made in this part of Serena is only logged in the database. It would be nice to have some reporting out of of this system. When you have multiple administrators of a system, it would be a nice feature to have some reporting here rather than having to go into the database.
The notification feature within Serena can be a bit challenging and time consuming. You can't copy the notifications so if you want to duplicate a notification you had previously created you have to recreate it again. The notifications have three levels to them and they can be a bit tricky to get them to work just right.
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
Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.
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
monday.com was pretty easy to use from the get-go. Their automation templates are really easy to get things set up. A few of my monday.com boards are essentially upgraded spreadsheets that are much easier to digest and automatically send out reminder email to myself and my team.
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. More Info
Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
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
I personally haven't found their customer success managers to be proactive or useful as the primary user of our monday.com account. This is different from a few years ago, when I had a contact that I reached out to as-needed (we are an enterprise account). I don't get a lot of touchpoints with anyone from monday.com and rarely submit tickets.
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
To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.
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
We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.
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
monday.com gives us the most flexibility when it comes to its features -- to create templates and quickly modify or customize. While limited in its overall functionality, it is secure and does what it is supposed to do well. An ability to interpret documents given to it -- not just its own assets -- would take monday.com to the next level.
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
We have been using Serena for eight years and I don't believe I can answer this question since it was so long ago that we made the decision to purchase Serena.
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
For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
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
We use Serena to standardize our business processes to ensure a more efficient work day experience for our employees. By having the employees use Serena for the processes we can ensure the process is completed the same way every time.
By having our key processes in Serena we are able to measure our processes at any time. Some of those key metrics include a 90% reduction in rework and a 47% reduction in overall process time. With the ability to measure processes at any time, we can react to process problems and correct them quickly. Serena Business Manager is flexible enough to allow quick development and rapid promotion when necessary.
Serena is very ingrained in our culture and the culture has taken on the "ticket" mentality unfortunately. With everyone trying to measure their work and justify their body counts through ticket counts, having a ticket opened for every act of work has become the standard.
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
