Projector PSA vs. Stackby

We think Projector PSA is a great tool to track and manage people in a professional service environment like management consulting. This system is easy to set up, easy to understand and should easily suit the needs of smaller and medium sized firms. It may be less appropriate for firms that rely very heavily on project management through another system (like MS Project) or firms that rely very heavily on a sales pipeline tracking system. While still very much possible to use, you would (I believe) have to do some re-keying between systems

Based on my experience, I can provide specific scenarios where Stackby is well suited and others where it may be less appropriate: Project Management: Stackby is an excellent choice for project management scenarios. Its ability to create custom databases, track tasks, assign responsibilities, and collaborate in real-time makes it highly effective for managing and monitoring project progress. CRM and Sales: Stackby is well suited for managing customer relationships and sales processes. Its customizable database structure allows for organizing customer information, tracking leads, managing deals, and generating reports. The ability to integrate with other tools further enhances its usefulness in CRM and sales workflows. Content Planning: Stackby is a great fit for content planning scenarios. Users can create databases to manage editorial calendars, track content ideas, assign tasks to team members, and monitor content performance. Collaboration features facilitate seamless content collaboration and ensure timely publishing.

• Projector is a very well designed tool for project management. It has allowed us to eliminate a number of auxiliary tools for project timelines and WBS for the vast majority of our projects.
• Time and expense entry is intuitive and quick for our staff.
• Our forecasting and resource management capability has improved greatly with Projector and allows us to grow our team efficiently with minimal additional administrative burden.
• Reporting is extremely robust. It does require some time to really get a handle on the full functionality of the reporting tool, but once you do, you can get almost any kind of report you want out of the system!

• Ability to collaborate with team members on the same spreadsheet
• Ability to integrate multiple tools for centralized utilization (i.e. Facebook, Google Analytics, project management, etc.)
• Ability to send SMS and messages using integration with Twillio and Whatsapp
• All spreadsheets/databases securely saved in the cloud instead of on local hard drive(s)

• Release management process needs to be improved. Currently no facility is provided to test the impact of new releases in a sand-box. This introduces business risk if there are interfaces into Projector PSA as part of it's use in the business.

• Implement the same views available on desktop into the mobile app
• Internal automations (like Airtable)
• Ability to implement and display info as a dashboard (like Airtable)
• Polish up the formatting of formulas, inputting them causes user frustration due to the formula input cursor jumping around
• Better intelligence and ease of inputting data in bulk i.e have the fields automatically identify what data is being input and format appropriately (like Airtable does)

We have been using this tool for a year now and find our use of it continually evolves and broadens. We are also very excited about the overhaul that's under way and feel many of the improvements being put in place will help make us that much more effective and efficient. The Projector team is also very responsive and collaborative in terms of user feedback and improvement suggestions, which helps us know they will work hard to help us get what we need out of the tool.

Desktop interface feels complex to new users.

Stackby is overall pretty easy to use, especially if you're used to something like Airtable or SmartSuite. Some of the pages seem like near exact clones (though they put their own creative spin on things). I'd prefer a slighty fresher interface (like SmartSuite), but I'm willing to sacrifice that for the better price and great customer service.

In 5 years of use we have never experienced an unscheduled outage.

Extremely responsive, helpful, and friendly support (unlike many other SAAS teams out there).

We did pursue Quick Arrow another tool that was similar. We found that be in inflexible in use. Projector allows a lot of flexibility in setup. Our organization has very specific business processes and we were able to set up Projector to work with those processes. Several other systems we tried were not as flexible in allowing set up to our needs.

I have also tried Ora.Pm. Infinity has better graphical interface, but nowhere near as many features and the UI isn't as effective (i.e, moving around with keys). Grist has a much more technical interface and it comes from being more of a database/interactive spreadsheet vs Stackby. Grist has much more functionality in terms of formulas, but is much harder to learn to use and less other functionalities. Ora.PM is more of a test at a task management app, and doesn't compare - Stackby is much better.

• Even in the small time that I stayed to see Projector PSA reporting I saw ROI projections become more realistic. There was real data to analyze that proved we were spending way too much and charging way too less on some projects.
• Although employees were not used at entering their hours, this single reporting improved operations management and validated employees concerns that more people were needed to manage workload
• Project proposals were more realistic because they were driven by real data.
• Decision making overall for the department became more efficient and effective

Incentivized

• Positive impact on organising my marketing so I contact advertisers in an appropriate time frame and don't lose hours figuring out what's happening.
• Positive impact on organising challenges so that people feel more connected and supported, leading to future sales.
• Positive impact on understanding data so that I can use it more effectively.