Planview AgilePlace vs. WorkflowMax

This tool enables the visual management needed in many offshore teams to easily and quickly see the pending work, work in progress and completed work.For teams that work with a waterfall methodology and do not have AGILE internalized, I believe there are other solutions from Planview or other providers.

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

• Ability to color code cards based on type, giving better visibility to the variety of tasks a team handles
• Ability to set deadline dates and have those dates easily visible
• Flexibility in design the kanban board. It is easy to add a lane or make a change on the fly. Work doesn't have to stop and a long process created to make simple layout changes.
• Movement of cards is easy as well as the ability to connect cards to show dependencies.

• 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

• Planview LeanKit currently can't or should not be used as a central spot for data and collaboration. Particularly attachments are not well-handled.
• The portable side of Planview LeanKit is really lacking.
• We would appreciate some options to group or stack cards.

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

Perfect tool to manage requirement backlog

Incentivized

Because we can't imagine being without it!

Incentivized

LeanKit isn't the best designed Kanban system I've seen, but overall it's pretty usable. The boards I've used are pretty complex, so it can be difficult to find things. I found that searching and filtering for specific cards was somewhat of a challenge. Dragging a card from one lane to another is kind of a fun way to get things done though.

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

Very minimal outages

Incentivized

Never experienced major slowness

Incentivized

It solves all our needs at this time.

Incentivized

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

Incentivized

Very easy.

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

I think that LeanKit is very similar to Asana's Kanban feature and Trello, but is much less sleek looking than Asana. Asana's clean and sleek UI makes me enjoy project management much more than LeanKit. It might sound silly that the UI makes so much of a difference to me, but it really does. Trello is also sleeker than LeanKit, but I still prefer Asana because it has more customization options and a better interface. We are actually going to look into switching to ClickUp because we wanted something with a better UI. ClickUp seems to have a great UI with a lot of customization 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

Good use cases for small/large teams

Incentivized

• Our team meetings are more direct and quick to get through thanks to the better visibility of the workload
• Easily being able to move cards between team lanes gives instant visibility to where the responsibility for the next step is needed.

• 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