Deltek TrafficLIVE vs. WorkflowMax

Traffic is suitable for most agencies, regardless of size. You don't need to use all of the features in order to get good results. And it can be linked to Maconomy which is useful for larger agencies. We have around 80 employees and it works great.

WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.

Incentivized

• The time sheet area is really good - it's easy to drag and drop and fill in time sheets with allocated tasks quickly, which makes it more likely that people will actually do it!
• It's invaluable to be able to see the time spent on different tasks across a job - both for keeping track of ongoing projects, but also to plan resourcing and costs for the next time.
• It's useful to be able to mark parts of a job as 'complete' before the full job is finished - this makes it easier to track which tasks still have to be finished, and makes sure that people are tracking time to the correct task within the job.
• Job templates are very useful to make sure the same set of tasks is added to each job automatically.

Incentivized

• You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
• It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
• It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.

Incentivized

• I would like to be able to colour code my clients, so I can see at a snapshot what projects staff are working on.
• I would like to be able to colour code staff holidays, public holidays so I can easily see what resources I have available.
• As an administrator, I can't see at a glance the actual time spent on a task work or comments a user has logged.

Incentivized

• Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
• The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
• No search function to find a specific job, you have to scroll through all jobs allocated to you.

Incentivized

Because we can't imagine being without it!

Incentivized

It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas

Incentivized

The support team are excellent. The only downside is that you can't phone them!

Incentivized

Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?

Incentivized

Deltek TrafficLIVE was the pre-existing system when I joined the company. When we decided to purchase a new system, we considered a number of options such as Kimble PSA, Oracle NetSuite & Mavenlink. We decided to go ahead with Kimble PSA because we felt that as a package, it provided all the functionality we need against its competitors. It had far more functionality than TrafficLIVE and was more suited to the scale of our business.

Incentivized

WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!

Incentivized

• Much more clarity as to how much time each different type of brief should take to complete as we can back reference as to how long it took last season.
• It has lead to better customer service. We can visibly demonstrate where we are with jobs and who has been assigned. In the past verbally confirming the different stages did not always convince the project leaders that they were being given the actual real time.
• From the Studio users point of view it has empowered them to manage their time more efficiently. If they receive a request to move onto another job their calendars can be reviewed to see if they are available or not.

• Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
• Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.

Incentivized