CommUnity by Personify vs. WorkflowMax

You can tell from the CEO and all staff that this is a very competent company that wants you to succeed with integrity. There is a strong
support and services team that works collaboratively with us to make
sure we are always getting what we need. They provide
24x7 emergency support, online ticket support, email support, a client
community, and the ability to call and talk to the same account manager or
community consultant every time (I even have Mariano's skype and he replies on weekends!). They recently launched a client community - so they are now even practicing what they preach. Our questions in the client community are always answered quickly.

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

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• It's easy to use. The admin panel has a number of drag and drop options to modify the experience
• Flexibility. There are a large number of standard block features that can be added to areas. In addition, each dynamic block as a number of settings that allow you to tailor the experience you want to create. You can do this without being a programmer.
• Personalization. There are good tools that allow you to personalize the experience based on whether users are logged in or not, whether they are in particular segments (which we can create) or recommendations based on information the user has provided about themselves.
• Mobile. Small World Labs has a really great way of doing mobile. They give you a drag and drop interface for designing the mobile environment so there is a lot of flexibility with this. We are currently turning this module on.

• 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

Independently Invited by TrustRadius

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• Integration with our Association Management System (AMS) didn't go as smoothly as I had wished. Having said that all of the issues with that integration have been addressed.
• Because the platform is updated so frequently you need to stay on top of what is available to you and your end users or you may miss out on key functionality releases.

• 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

Invited by TrustRadius (TR) on Vendor's Behalf

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From the first conversation and beyond, it has been a pleasure working with Small World Labs. Their staff are genuinely interested in understanding our business and our goals, and actively make recommendation on continued improvement and long-term strategy. All of their staff demonstrate a clear understanding of the product and when to expect new features. Furthermore, their CEO, Michael Wilson, is more than competent and has proven to be an industry expert. He understands both the technical side and the community strategy side of the business. In fact, we have already initiated a project to build a second community with Small World Labs for a separate business unit

Because we can't imagine being without it!

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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There are a multitude of options to configure the exact user experience you want and what you want to emphasize.

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

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Uptime has never been an issue.

Speed is not an issue.

The people at Small World Labs are very accessible. I can email, open a ticket, or call and they are there. I'd also point out that senior management is quite available too. We frequently have talks about potential strategies and new things we might be doing, which is great. I think the whole organization genuinely likes what they do and likes helping us succeed.

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

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

In-person training is more ad-hoc based on if they are traveling to you or you are going to visit them. I imagine that if I paid for in-person training that it would be set up as well, but I've just used the standard training that comes with the initial set up and ongoing support.

Online training is through online webinar & how-to posts and videos in the client community.

We had staff turnover at our own organization during the implementation. We were able to get the community up and live in a good timeframe even though that happened and we had to switch some people around for managing the project on our side.

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?

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We evaluated a few different community platform vendors over the course of a couple of months. I believe we also evaluated Jive, Lithium, KickApps, and Powered.

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

Invited by TrustRadius (TR) on Vendor's Behalf

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

• Our community has been very active since the re-launch of our site. Have seen some increases in member engagement.
• Feedback from our membership has been nothing but positive since we transitioned off of our older Sharepoint community. Look and feel and ease of use have been real pluses for our members.
• Having the Small World Labs community is allowing us to be more creative with the way we integrate our community into all aspects of our online presence, web-site, social media, etc.

• 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

Independently Invited by TrustRadius

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