Projector PSA vs. Zoho Tables

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

Zoho Tables has been great! I have outlined many of my descriptions in my previous answers. It works great for many things, and could do with just a bit more refinement in the ability to customize what it can turn into. However, the best part of Zoho Tables is the simplicity of its original "blank" state. With the right pre-made User-defined automations for primary zoho apps such as projects and CRM, this would become our commonly used tool as a central hub for all our operations.

• 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!

• Seamless integration across Zoho platforms
• Highly configurable
• Easy integration with other data sources

Incentivized

Invited by the Vendor

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

• 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.

• Ability to create subgroups in a simple fashion in the Zoho Tables. That allows for drop downs. Does not change the formatting of any cells unless specifically addressed by user. But a light column is added at the start of the table with a button to dropdown each row.
• Ability to fill a cell with color without reason or specific selection of field options, add an option for a simple color bucket fill.
• It would be great to have an efficient way of updating tasks, projects, etc all on one table easily set up by the user! (Ie. When column "Next Action" equals "Add Task to Project 1" without using deluge)
• The best pre-made automations for Zoho Tables would be with all {} being user defined selections:
• - Update {Selected Task Field} on {Task} when {Column}...
• - When {Row} on table is created or edited: Add {Column} as a Task on {Project} in {Task List} then map {Related Table Columns} to {Project Columns}

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.

Simple to use and as a Zoho user, for over a year, I had no issues whatsoever implementing tables almost within minutes to replace Airtable and other databases that were being used as intermediaries, without the automation. Highly recommend (note: in very early stages of testing)

Incentivized

Invited by the Vendor

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

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.

Zoho Projects is great for it's intended use to track and manage projects, and the CRM is also great for it's intended use. However, when you are managing operations, everything essentially "ties" together when you are needing to make next decisions. This really comes into play for meetings, and to do lists, etc. Sometimes, all of the detail does not matter when you are trying to operate efficiently. For example, during a meeting, many times we will review KPIs (comes from CRM but in Analytics), then projects, and then general topics. At all points throughout the meeting, tasks are coming up which need to be added, etc. All range vastly resulting in a lot of different places. With Zoho Tables, I am basically working on a blank canvas of cells that can pull data from where I need it too and the more user friendly the ability to set up automations and workflows to be a central hub/home base type tool, the better it would be!

• 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

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

• I have not had much ROI on this specific tool just yet. But I do foresee the ability to streamline a lot of our operations as we are beginning to scale.