Replicon Polaris PSA is a professional services automation platform containing project management, expense tracking, and billing features, from Replicon headquartered in Redwood City, California.
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Teamwork.com
Score 7.8 out of 10
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Teamwork.com is a project management platform built specifically for client work. The platform helps users deliver work on time and on budget, eliminate client chaos, and understand profitability. Teamwork.com’s customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing and customer relationship management add-ons, enabling Teamwork.com to be the ‘one-stop shop’ solution for business owners. Headquartered in Cork,…
It is perfect for inputing time sheets, time offs and expenses. It is hosted on the cloud, so accessible from anywhere, and even from mobile. It should nonetheless do just that, as it is not suited to track the work that you are doing or details about it. It is completely useless in that case.
Teamwork is awesome for teams who need a flexible tool that supports all types of projects. Since it supports kanban it makes visualizing the work to be done and the work in progress very easy. The Gantt chart support is decent and helps to understand how a team is doing when it comes to getting work done in a given time frame. Teamwork isn't a great option for companies that have a bunch of projects going simultaneously due to the way Teamwork structures their billing based on a number of active projects.
Though the technical support staff are always very nice, sometimes they don't seem to understand exactly what the issue is based on our explanation. There have been several times when I've ended up solving the issue on my own without their assistance, despite numerous emails and phone calls. Could be a language barrier issue, perhaps they could receive more training in how companies are actually using the software on a daily basis.
Employee time sheets have to be approved by project managers and supervisors prior to my final approval. However, when viewing the time sheets in list form, there is no way for me to tell whether a time sheet has been approved by everyone else. I have to manually open each one and hover over the approver link. It would be helpful if there was a column in the list showing which approvers still need to approve it.
There have been a few times when time sheets were accidentally deleted by approvers. In order to retrieve them, we've had to contact Replicon support and have a backup instance of the information created. It would be great if perhaps there was some sort of archive or recently deleted section that could be accessed right away without having to go through Replicon support, a folder or something that would hold on to recently deleted files for a few days or a week just in case they needed to be retrieved.
Some of our projects have more than one project manager. Replicon currently allows for co-managers to be assigned to a project, but this status does not seem to include that co-manager in the approval of time sheets and expenses. We have had to manually create an approval path to include that second manager. It would be nice if co-managers would automatically be included in those approval paths.
Visualization needs to be improved, charts graphs are limited
Value stream mapping should be available to determine and prioritize the work.
Documentation should be available stepwise with export and printable facility.
It should be configurable like ERP with cross functionalities of different users, where users login, assign and approve the work, job or project details, where it should be collectively effected on a project.
Add many examples, little more AI, Machine learning required for suggestion and recommendation. It would be a plus point
We are already at an annual contract, and have been for the past 5 years; so far the system has delivered, and our personal is already trained in it. A major overhaul of our entire infrastructure (as in moving everything to a single, unified platform) might change the current continuity of Teamwork Projects on our organization, but that's not feasible in the near future.
I give it a 9 out of 10, because there is a bit of a learning curve when you first start using Teamwork Projects because there is a lot to learn & recognize where to find it. They do offer a good range of tools that can be applied to every project - So say you're working on an internal project and don't need Milestones or Billing, you can shut those modules off. This can help simplify the interface for beginners. Once you've had a few days in Teamwork Projects, I think it's a 10/10 usability. It's very easy to accomplish your tasks and keep track of what you're managing.
We've been able to meet with the customer success team on multiple occasions to discuss the roadmap and learn about the company culture. Being based in Ireland, we occasionally have to wait until they wake up to get support requests handled in the states and larger conversations about big enhancement requests were politely collected but not followed up on
We used to track time on JIRA on the tickets. This was good enough for time tracking, but didn't integrate efficiently with accounting software, so accountants had to replicate manually the data from JIRA to their software in order to bill clients. Using Replicon made things much easier for them.
I spoke about this quite a bit before, but as far as usability goes, Microsoft Projects is totally useless for me, so I avoid it at all costs. Basecamp was just a task management app and had very small feature set beyond that. We had to rig it to do other things for us, but it failed at that. Asana was a very nice app to trial, but it lacked many of the features that we were looking for.
Teamwork was a great starter into project management software. We were WAY more organized and efficient than we ever were with Trello boards and the PM software included with our accounting system.
Clients were mostly pleased with interacting with Teamwork, and appreciated the ability to track their comments and requests in one place.
Ultimately, we stopped using Teamwork after about 6 months because we need something more focused on web development projects specifically
