Teamwork Projects vs WorkflowMax

• governance and user access control for partners like vendors and contractors
• flexible views using task lists, gant charts and kanban boards
• integration with file management systems of record (Box, Drive, Sharepoint, OneDrive)
• project portfolios for roll-ups of multiple projects
• real-time synchronization between devices (phone to desktop to laptop)
• integrations via Zapier

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• Allows for fairly simple or elaborate project forecasting depending on the complexity of the job. This allows us to track time by a single project or multiple phases.
• Time keeping and coordination with invoicing software has increased our firm's ability to issue timely and accurate invoices to clients. Has ability to break down projects in numerous ways to meet the needs of our various clients. This means we can invoice by project, phase, milestone, or dollar increments.
• Interface is clean and easy to follow. The easier it is to use the fewer mistakes that are made when entering information. This is greatly appreciated.

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• The UI/UX is less than stellar. It has most of the basic functionality you need, but it is not as slick as it could be.
• Reporting feature could use more ability to really customize the reports
• It is a great project collaboration tool, but it isn't specialized to any particular type of project. While its one size fits all approach makes it flexible, it also lacks some specific web development functionality we ultimately needed

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• When looking at the job distribution it isn't to scale and it isn't printable.
• Sometimes it is confusing as to where you might find something until you realise there are multiple points of access.
• When a job is assigned the whole task is assigned and if you work on it before the task is allocated to you, it isn't possible to enter those hours. It would be better if the employee could choose the task they did and enter the hours and then it sent back to an approver to have it added.

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• The positive impact Teamwork Projects has had is difficult to quantify. We have had a noticeable improvement in task management, time tracking, and customer alignment since starting to use Teamwork Projects. This has obviously led to an increase in Customer Retention metrics.

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• Biggest impact has been automation of client invoicing. Prior to using WorkflowMax, invoices were generated in Word, usually a template from a prior invoice to that client. Now the invoice is generated in WorkflowMax, saved as a draft, exported to Word, uploaded to Microsoft SharePoint, then shared with the invoice author. This has cut down on mistakes and unnecessary admin time.

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