- Real time updates: as a web based solution when I update a timeline my manager and team can see the updates as soon as they refresh their view
- Highlighting what changes and the critical path: I can set up a view that marks items on the critical path and I can set up a view to highlight any dates that change based on a change I make earlier in the plan. This makes slashing timelines much much easier than most programs.
- Collaborative notes: you can @ team members when adding notes. This is a great way to share project specific comments and also the system keeps a record of these conversations which can be useful for post mortems.
- Reports: You can create custom reports and share them with your team so they can pull similar reports for their own projects
- Export: I'm not wild about the export options. We created a custom project plan formatter to turn the ugly export in CSV to a customer facing color coded PDF. It's not super easy to give your customers something pretty to look at (although they do offer PPTs)
- Gantt Charts: All I want in life is a nice little high level set of milestones to pop into a slide I'm showing to a steering committee. It's just not something the system does. I've just had to screen shot a hard to read gantt from the system or recreate in PPT or Visio. No fun
- Speed: I am not sure what's going on here but Clarizen can be pretty slow to update small changes to project plans. It's rough when you have a laundry list of changes to make but the system is waiting
- Clarizen's timesheet submission process was straightforward.
- Searching for projects/time codes was easy.
- Clarizen tried to offer workplace management and communication features, though we did not use them.
- The user interface could use work, it's very busy.
- For our purposes, Clarizen had too much going on. We did not use the "status" or chat features, it should try to focus on doing some things very well instead of being an all-in-one offering.
- Resource Allocation - Understand how many projects are going at once, forecasts how many hours are needed to complete a project and understand which resource is the best fit for the project.
- Internal Communication - Clarizen allows for a place to discuss specific tasks or projects between the project team. The ability to leave notes on the task level allows the entire team to review decision points and helpful information that has caused a delay.
- Gantt charts and combining all projects our company is working on to view at an overall level could be better.
- Better/easier connectivity with other 3rd party software that we use on a day to day basis would be helpful.
It takes time to set up specific views that are relevant to an individual. This could be more simplified.
- It is easy to set dependencies for tasks throughout larger projects to know when a resource finishes a piece of the project when the next part will begin
- It is easy to save off project templates to be used for common projects
- Clarizen conversations and logging information is fairly easy to use through the site.
- I still use reporting through salesforce. It seems to be a lot harder to use in clarizen the few times I have tried to use it.
- It would be great if attachments on the salesforce Work orders automatically attached and pulled through to clarizen so we dont have to upload them twice.
- Make it possible to see current and future bookings of all resources.
- Serve as a central hub for timekeeping and travel arrangements.
- Make it easy to keep track of your own personal time spent on projects.
- The interface was hard to navigate (e.g., you'd have to click multiple times to get to some of the screens you needed to use most).
- It was a relatively complicated system to learn so it created the need for lots of onboarding.
- Most people in my office found it frustrating to use and overly complicated for what we needed it to do.
- Ease of use - Clarize is really user-friendly and easy to learn.
- Very customizable - Clarizen can be customized in many different ways and even has workflows that automate tasks for you.
- Customer Service - Clarizen customer service is always friendly and helpful.
- Workflows sometimes don't run.
- Disconnect between project and task levels.
- Identify timeline. Clarizen is very appropriate for timeline management and keeping tasks on schedule.
- Easily transferable to other colleagues. Our company requires transparency through projects and Clarizen is great at that.
- Revenue reporting. Clarizen has many features that allow for accurate and timely revenue projections and revenue recognition.
- It's very program heavy. There is a lot of coding. If this could be simplified I think that would be great
- There's so much in it, I don't think it's clear on its capabilities. So many features are being lost. I think we need to improve the communication with our point of contact at Clarizen to explain other features. We may know all that are applicable to use, I'm not sure.
- The layout could use very slight modifications. There is often a lot being displayed that can be overlooked.
- A lack of project metrics, which led to “guesswork” on behalf of
project managers and the PMO
- Weak or non-existent effort data, which made it impossible to accurately
track time spent on projects
- An absence of work notes -- the PMO had no idea what was going on
outside of weekly project meetings
- Sciforma was only being used by PMO staff and not by project teams
- Resource Utilization, Considering prior to using Clarizen resource utilization was guesswork on the part of the Project Manager I would have to say having any realistic visibility much less the excellent level Clarizen provides is only to be said as exceptional.
- Clarizen API, We made heavy use of the API integrating Clarizen with two core systems already in use at TCiCT. We integrated actual effort with Service-Now and our homegrown time management software.
- Project Reporting, Clarizen provides an excellent built in reporting tool that as of late is only getting better with the ability to create custom dashboards directly through the software. Providing management with well laid out project metric data is as important as keeping your project on schedule.
- Honestly I am so impressed with what Clarizen can do I haven't had time to stop and think about what it doesn't. If I had to pick something I would say it could provide a graphical interface for simple workflow rules.
I have had the pleasure of seeing Clarizen implemented in many different ways by many different organizations. I attended an event where we received presentations from a few organizations and I was blown away at the vast differences in implementations. Clarizen is not a one size fits all. Clarizen is a "How can we fit you" company. There is one key question to ask during a selection process. What are my requirements? Clarizen will meet them, will others? Here were our key requirements (I fully expect yours to be different):
- Robust API tool set to connect with existing technologies
- Versatile in order to fit in the “middle” of TCiCT’s environment
- Capture project metrics – particularly effort/time tracking
- Give PMO insights into project costs and actual resource utilization
- Store and organize work notes
- Enable ongoing, real-time project visibility
- Accessible by all necessary team members, not just PMO staff
- User friendly to avoid triggering change management issues
- The Clarizen tool (V6) is likely the most configurable SaaS tool available in the PPM world - especially when it comes to the user interface. Meeting a company's need for custom fields & workflows to support unique processes is a major selling point of the tool.
- Training and support for the tool is nearly unprecedented - there is high involvement from Clarizen staff to ensure both Administrators & End-Users have the assistance they need to utilize the breadth and depth of the offering in both a highly usable & highly available manner.
- I believe one of Clarizen's strongest points of appeal is that it seems to be able to uniquely meet the needs of the SMB all the way up to true enterprise requirements for PMO's.
- While V6 has brought with it a phenomenal amount of customization of the entire user-interface, I think there is a need for Clarizen to strike a better balance in providing a greater set of pre-configured interface & workflow options for those organizations that don't need that level customization, as it can be overwhelming.
- The weakest point of Clarizen today in my mind is the "interactive" Gantt - it is surprisingly limited in configuration options and somewhat clunky in its current design.
- -- That being said, I know that within 2014 they have committed to rolling out a new interactive Gantt consistent with their updated HTML5 UI overhaul and based on the innovation updates, looks very promising.
- Though it's understandable from the need to "support" the infrastructure (and from a revenue perspective, I'm sure), I think the current licensing limitations on workflow rules, but more importantly custom field creation, as well as the process by which those limitations are "calculated" is a little convoluted.
- The mobile "app" is desperately in need of some work - it does very little in terms of value of end-users.
- -- Again, that being said, I know that within 2014 they have committed to rolling out a new mobile app that more consistent with the main UI standards.
- Clarizen merges a host of project, resource, and time management tools under one, integrated solution.
- It improves visibility to our performance data. Up until now, we've had to use custom solutions or time consuming deep-dives to find out the facts.
- It doesn't give good direction for how to do the things it does well. Some other PSA software have a method they ask you to adopt. Clarizen is almost too flexible out of the box, but it's also a strength.
- Resource planning
- Ad hoc queries
- Advanced project management
- Assigning multiple managers to work items
- License structure supports anemic customization capabilities (Professional) or robust (Enterprise); nothing in between.
- Allows you to generate projects for any accounts that you're working with and mark each task complete as they are finished.
- Allows you to create templates for specific product offerings to be re-used when a new project for the product begins.
- Allows you to track time spent on a project (this can be done either at the project or the task level)
- Allows you to generate status reports that will be e-mailed to you and then you can edit and forward to the client/team members
- Allows you to generate customized reports
- I would like to see an improved Issues Log that is more easily maintainable for each project.
- I would like to see the roadmap that can be shared with a client be formatted more like a high level project plan
- Social collaboration - Clarizen's platform allows project participants to interact in real-time through a plethora of channels.
- Reporting and Dashboards - Clarizen provides a flexible reporting and dashboard approach that provides a wealth of information at your fingertips.
- Process automation - Scheduled workflow rules allow for increased efficiency for report automation, change/risk management and project accuracy.
- Backend UI - At times Clarizen can be complicated to customize requiring a higher than normal skillset and or/professional service engagement.
- Exchange Integration - Clarizen does not have a exchange integration option which requires users to navigate away from the platform.
- Training - Clarizen training curriculum is not current (YouTube, Clarizen University, etc) which leaves a gap in implementation and or ongoing support.
- Clarizen provides an up to date format for easy user interaction.
- It allows visibility of project status to help minimize email traffic.
- It allows external customers access to specific projects to allow them to stay on top of the projects with you.
- The on-boarding experience helped us stay on track to implement the program into our company.
- It was difficult to determine what level company participants should be in order to be the most effective but least costly.
- The sales team could be a little pushy to get you signed on with in a certain time frame.
- There was some confusion about upgrade potential and capability to down grade if necessary.
Review: "SaaS Project Management Software is the present and future - Clarizen is representative of that belief"
- Exceptional UX, with a high degree of client accessible customization allowed us to tailor the experience and workflows to our unique business needs.
- Communication integration and capture, with document association allowed remote/off-shore teams to be more effective. As a more open system we were free to choose a technology for document management that worked best for us; rather than a proprietary system which Clarizen replaced.
- Client engagement; extremely responsive to feature requests, and worked collaboratively with us to match the tool to our needs. I've never worked with a professional services team who was so willing to teach me how to fish when it came to running and customizing the tool.
- They may have already addressed this since I last worked with the tool; agile and particularly hybrid project methods are becoming more common. Their initial capability in 2013 was a little weak in this area when compared to software specific tools such as Jira.
- Clarizen is extremely user friendly.
- The program keeps track of your progress on any project or task.
- Clarizen can be fully customized to fit your business.
- One of the areas where I could see improvement would be that the program allows you to know if you are falling behind on a project, it will say "At Risk". I would like for it to go into detail telling how many of those tasks are late. I think that would help eliminate additional time and additional filters.
- For specific tasks which have a certain turnaround time, it would be nice if the turnaround time auto-populated.
- Rarely, when an email is sent out through a project or task, there is an error message stating that the email never sent. But, I will receive the email anyway. Probably just a small bug that needs fixing.
- Intuitive interface, flexibility of customizing interface.
- Clean interface, where you can focus on the tasks to do.
- Dashboards is a big strength.
- Its ability to notify if someone is online!
- They can improve on Gantt charts.
- They can improve on including Kanban boards.
- They can add screen sharing as a feature.
- Flexible, intuitive, but with the right balance of controls. This features in this product allow us to enable business processes as we grow.
- You really need to know what you want and how your users will work in the system; the flexibility can be both a strength and a weakness.
- Clarizen is by far an excellent tool for communication in highly virtualized organizations.
- Clarizen is very intuitive, easy to learn, and fun.
- Clarizen's support staff is by far the best I have worked with.
- Clarizen is ever evolving towards excellence.
- Takes a while for users to acclimate to the GUI.
- Clarizen is a web only product.
- No option for a self hosted version.
Personally, I thought this tool was OK to use. It did have a few issues to pick on it:
1) Copying projects from / to MS Project didn't work very well which made conversions difficult.
2) When adding tasks to a project, sometime Clarizen would put those new tasks in the wrong place in the project and would fight me at times to correct this result via cut/paste or moving of tasks. I'm not sure if this was a result of the times when the Clairzen servers would bog down, but there were times when this one issue would cause me to spend needless hours correcting very simple changes to project plans.
3) You could add files and collaboration information to projects at the project level (potentially quite useful feature for collaboration and project tracking). It would have been better to also allow this feature at the task level to allow this feature to be used in larger project plans which might have a number of smaller project plans contained inside an overall larger project.
Overall, this tool shows promise. If the vendor can address some of the issues above as well as the performance of the tool itself during heavy usage, it has the potential to be a very useful tool for employers who have significant software development work.
- Adding files and documentation to projects aided in tracking activities and collaboration.
- The collaboration features of the tool allowed for a group of software developers to collaborate well together even if they were not all physically together in the same location or working in the office at the same time. This would be helpful for those who have virtual teams spread across geographies and time zones.
- Clarizen was flexible enough to support both PMBOK and AGILE methodologies
- It needs better cut/paste/move options for tasks within projects or sub-projects within projects
- The feature to add files/documentation to a project if expanded to the task level would allow for better collaboration in larger projects that span several sub-projects.
- At the time of my use, the tool sometimes got bogged down to heavier use. Better capacity planning and performance in the servers used by the vendors would help make this tool a much better one to use.
- Incorporation of dependent dates for milestones; series of events automatically adjust depending on other events in the product pipeline.
- Ability to share personalized schedules, in real time, with our clients.
- Built-in ecosystem for magaging and notifying assigned personel to duties
- limited online resources for customization. There were a few instances where we wanted to tweak some sub categories to autofill with previously entered information. We couldn't get that to work.
- Online system would sometimes drag depending on the size of the project. It was particularly challenging to use the site on mobile devices and tablets.
- A bit of a learning curve. There is a lot of detail that can be added on the back-end of the software. It takes a bit of time to get everything organized.
- Great new social media and project management collaboration tools with V6.
- Inexpensive and quick start up software tool.
- Great support and free training provided by the company.
- Reporting and analytics
- Grouping projects by division or within a certain hierarchy.
- With the new release, Clarizen has a new user interface and layout that is sleek and attractive; it's social media component is smart.
- I also like the abiity to edit and complete time tracking directly from the workplan as opposed to moving away from it.
- Creating and saving templates is much more intuitive in this new release.
- Clarizen doesn't play well with IE; processing time is way too long. There is a substantial delay when working in IE with the application.
- Though Clarizen reports offers an abundance of options, one may consider, "reports" not very user friendly. There should certainly be a more intuitive way for creating specific reports.
- Customization - The Clarizen staff has bent over backwards to help us customize the platform for our exact needs.
- Support - Clarizen has provided prompt, courteous, and personal support every time we have encountered an issue or a problem we couldn't work around on our own.
- Project Management - The system allows you to create a project that is as complex or as simple as you desire. They have the capability for very complex projects.
- Better support for financial metrics and tracking that is not related to time and expense.
- Support for custom project hierarchies based on users or their groups. This would allow separate business units to see project categories without seeing the projects within those categories.
- Allow for further simplification of the v6 layout. Some of our less technical employees are very overwhelmed.
Clarizen Scorecard Summary
Feature Scorecard Summary
Clarizen is a global leader in collaborative work management software. The vendor’s value proposition is that their enterprise-grade SaaS solution simplifies work, reduces communication overload and provides extensive visibility at any level of the enterprise. Clarizen enables users to connect employees and partners, sync planned projects with unplanned activities and create documents, reports and specialized workflows. The vendor says this helps users work more effectively, adapt to change faster and achieve objectives with greater productivity.
The Clarizen platform is built on a secure, scalable platform and is designed to work across multiple teams to enable cross-company task, project, and resource management. The vendor says their solution enables users to work with colleagues and customers from a single system of record that gives them:
- Configurable workflow automation – Trigger actions on literally any item in the system, making Clarizen the most flexible solution in the market
- In-context collaboration – Communicate with colleagues and customers, and track those discussions directly on their tasks, documents, projects and reports
- Tailored experience – Simplify the work management experience by role or organization
Clarizen Videos (3)
|Enterprise Edition||$45||per user per month|
|Unlimited Edition||$60||per user per month|
Clarizen Support Options
|Free Version||Paid Version|
|Video Tutorials / Webinar|
Clarizen Technical Details
|Mobile Application:||Apple iOS, Android, Windows Phone, Mobile Web|
|Supported Languages: ||English, French, Chinese|