Newforma Project Center vs. WorkflowMax

Newforma is a great tool to collaborate with large teams and between firms. It allows for great documentation of transfers, activities, and other procedural aspects of projects that require collaboration between disciplines, for example, MEP, electrical, architectural and technology. For internal use, Newforma has been great for communications tracking and archival, as well as for record-keeping of all the users in a team or number of teams. Many great options are features are unused due to a lack of training or exposure to them, for example, the graphical viewers that can preview CAD, Revit, and other formats, or the markup tool available with the desktop client.

Incentivized

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.

Incentivized

• Newforma sits on top of our previous filing system (Windows Explorer). This was very important to us because we didn't have to change the project numbering system in order to fit Newforma's design. Also, if we were to decide we didn't like it, we could easily revert back to our previous methods.
• Newforma does a great job of indexing information, making searches much easier by being able to use keywords instead of knowing the exact file location. No more traversing through countless folders before finding what you need.
• Newforma keeps a read receipt for everything that you submit through it for issue tracking, and keeps an easy to read record of your workflow.

Incentivized

• 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.

Incentivized

• I have found it difficult to locate audits.
• Some users have issues while uploading project data.

• 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.

Incentivized

Because we can't imagine being without it!

Incentivized

It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas

Incentivized

While I have never asked for support myself, a Newforma representative has been in the office annually to give training seminars and info sessions on how to fully use the product. I find this essential to keep the product relevant and make sure everyone knows its full capabilities and an important part of customer support.

Incentivized

The support team are excellent. The only downside is that you can't phone them!

Incentivized

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?

Incentivized

A good competitor against other similar solutions and support is excellent.

Incentivized

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!

Incentivized

• Newforma makes it easy to transfer, share, archive, and search extensive data sets in a single GUI
• For it to be effective, all users in a team must receive a basic training and use it consistently
• Adoption in the industry is good (A/E); many teams use it consistently. Learning to use it once produces time-saving in subsequent projects

Incentivized

• 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.

Incentivized