Onehub vs. ProWorkflow vs. WorkflowMax

Onehub data rooms can be used to privately share sensitive financial data with multiple parties or just one. Onehub is easy to use and secure which puts our clients at ease when uploading and transferring financial data.

Incentivized

It's well suited to make understand team on day to day tasks. Manager can see the performance of the team and can assign task based on availability. Our team now works in more collaboration then earlier, this is the strength of the ProWorkflow. Emailing and templates tools are very basic and having room for improvement.

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

• Able to customize the pages where you keep files and documents, helping to keep organized.
• Uploading files is an easy process.
• Has reliable security for keeping documents safe. Uses a 2-factor authentication process.

Incentivized

• Makes it easy to find and organize projects.
• Makes it easy to separate sub-tasks within projects.

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

• Design
• Sharing Portal

• Its bit complex, user interface should be bit user friendly
• Mobile Apps navigations to switch from one task to another task is not smooth
• I think it should have more automation for the tasks

Incentivized

• 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

Our clients and staff enjoy the security level when sending sensitive financial data back and forth.

Incentivized

Because we can't imagine being without it!

Incentivized

Again we love the tool

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

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

Onehub has the better security, but Evernote is more user friendly and more compatible with other programs the department uses. Onehub is good for sending documents to externals/clients and then having the document reviewed, but like the flow of other programs better. Onehub is more user friendly than OneNote and has the ability to collaborate with members outside of the department. OneNote is used more for internal collaboration where security is not as big of an issue, Onehub is better for shared outside of the department.

Incentivized

I have not used another product like ProWorkflow.

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

• Assuring clients of record keeping
• Client interest

• Team is working with more collaboration hence effective use of manpower.
• Managers can see the performance thru ProWorkflow and can assign them tasks, resulting effective manpower utilization.
• Overall ProWorkflow is well suited for the small or start-up organisation

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