Replicon Polaris PSA is a professional services automation platform containing project management, expense tracking, and billing features, from Replicon headquartered in Redwood City, California.
N/A
Workamajig
Score 6.1 out of 10
N/A
Workamajig is a project management system with capabilities such as file sharing, resource management, and revenue projection.
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.
If you're looking for a system to help you address accounting that's not suited for marketing agency structures, this is the right tool. It is a bit cumbersome, but it has streamlined our reporting, billing, estimating, and tracking. As for project management, it's great that it integrates with the estimating and finances, but it's just not enjoyable to use. The interface is clunky. So if project management is your main criteria, I'd choose something else. We would never use it to collaborate with clients either because I'd be afraid of making them frustrated by the tool, so we use Basecamp to do that.
The Platinum version has a particularly robust time tracking system, down to a 'timer' function that can be critical for an agency like mine where you want to be accountable for billing a client arruately
The ability to make projects available only to those who are permitted to assign their time to it has apparently been very helpful during our revenue reconciliation meetings where time incurred is reviewed against scope
The mobile app, while I still feel needs some work, is pretty handy for a quick calendar check if I'm in a client meeting and cannot utilize my browser to get information
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.
WMJ's interface is dated. Despite an html5 driven "sheets"-based interface, it takes a lot of time and effort to manage the interface, which could be streamlined considerably. On a UX/UI scale of 1 to 10, with 10 being the best, WMJ would earn a 6 from me.
Despite the amount of documentation available, there is a distinct lack of clarity in that documentation, and it doesn't fully cover everything you would expect. Branching thoughts, for instance, are not addressed. Additionally, because there are two editions of the software online, there are two support sites that aren't sequestered. So information from both commingles, creating confusion.
Support is available on an email and phone basis. They strongly encourage you to use email, however, and they are resistant to phone time. This is likely because the support staff is limited in number, but has a great depth of knowledge. If you want immediate phone support, however, YOU ARE OUT OF LUCK. You are placed in a queue and the odds of same-day help are low. For email, the response is usually within an hour, but when you are stuck with a configuration issue, or need to generate a report and don't know how to do something, waiting is not optimal. That said, the support team is TERRIFIC.
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.
Workamajig was selected over a decade ago when there were very few project management platforms that has integrations with other platforms, support for Agile, KanBan, etc etc. Most of the other offerings did not offer the type of security available with us hosting an on premises server behind a VPN although now there are plenty of cloud based solutions that have security compliance greater than what we can provide (fedRamp, etc.)
The agency switched to an hourly allocation so our clients were subject to a certain amount of hours each quarter. JIG helped us keep track of who was going over hours or who had some to spare. Once the clients went over we would use JIG to help charge the additional fees for going over. It helped keep clients accountable.
It was used to keep track of time sheets and through those time sheets, the directors were able to make a case for more employees on certain accounts. The corporate team hired 3 additional people that were truly needed and our time sheets helped reflect that.
