OpenText Hightail vs. WorkflowMax

Hightail is my go-to source when I need to send large files that would never fit as regular attachments. That being said, sometimes there are files that would perfectly fit as attachments but I want the security that Hightail provides when sending sensitive or private material. It's very comforting knowing that the content I'm sending is only being received and viewed by the intended parties. It's also comforting for my clients when it's THEIR content that I'm sending for review.

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

• Management of content, communication, spaces, and projects in general.
• Control of processes, tasks and activities between the different members of teams.
• Collaborative work through different media and channels.

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

• Some of our recipients are not very tech-savvy and can get confused with how to download a file. There is some room for improvement by making it clearer where the user should click to download the file.

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

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

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

Honestly, once we started using Google Drive more efficiently and saw what improvements OpenText Hightail had made, it was hard to choose. But now that we more consistently use Google Drive, I use it probably 75% more than I use OpenText Hightail for the same tasks. I'm not sure how much longer I'll be a customer at OpenText but it's great to have both options.

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

• Hightail simply saves time. We no longer struggle with trying to meet the requirements of OutLook. When we have a file that is too large to send via OutLook we just "hightail it".

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