Oracle’s Primavera is a software suite designed for construction and other asset-intensive industries. It contains a variety of project planning, management, and execution components for buyers to select from.
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WorkflowMax
Score 9.0 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
The scenarios based on my experience where Oracle Primavera Portfolio Management is well suited and the primary reason for using it is that most current decision-making processes do not effectively analyze and well use the data needed to link among the strategic objectives and the implementation plans so Primavera solutions can help on that by combining the best-practice work control processes and the suitable evaluation metrics with the possibility to store and analyze all the relevant data and information hence Primavera Portfolio Management helps to achieve the strategic goals and deliver the best value.
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.
CAC authentication is required in my arena, and OPPM can work in conjunction with a secondary application to allow for this added layer of security.
Allows for security/permissions by customizable roles via user types and user groups. This keeps users in check with only certain abilities to edit or read, etc...
All kinds of abilities to build custom reports, as well as built in. Export formats include: CSV, Excel, PPT, Word. Customers like reports, and OPPM does a good job at its offerings.
Visual aids such as charts and graphs offer some eye appeal. This is useful for presentations, for depicting data.
Has the ability to offer document storage via attachment. Attaching supporting documents is a must with portfolio management.
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.
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.
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?
Oracle is better laid out and has more functionality as well as end-user flow. The login process, billing, and construction management features are easy to find, easy to use, and helpful. The limitations on Quickbooks restrict users from the ability to view and bill full contracts if broken down, to track and show % complete. Procore is confusing.
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!
P6 is critical to the execution of all of our projects. Without it we would have less control of our projects.
One of our key business objectives is to deliver projects on time or ahead of schedule. P6 supports us in this goal and allows our superintendents to manage complicated construction projects.
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.
