Name: Work-Relay
Author: SilverTree Systems

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

School Management

Education

Board Management

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Risk Management

Enterprise

Accounting

Accounts Receivable

Budgeting and Forecasting

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Build Automation

Cloud Storage

Data Fabric

Email Verification

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

IoT Security

Network Performance Monitoring

Network Simulation

Network Traffic Analysis (NTA)

Output Management

Platform-as-a-Service (PaaS)

SOA Application Gateways

Software Components

Software-Defined WAN

Web Content Filtering

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Blogging

Content Management

Email Marketing

Gamification

Local Marketing

Marketing Automation

Mobile Analytics

Product Sampling

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Video

Video Editing

Web Analytics

Website Builder

Marketing

Job Site Management

Project Management

Waste Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

Security Orchestration, Automation and Response (SOAR)

Security

Architecture

Last Mile Delivery

Legal Case Management

Nonprofit CRM

Physical Therapy

Roofing

Vertical-Specific

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Work-Relay, developed by Neostella LLC, is a Salesforce-native workflow solution designed to automate complex workflows, integrate systems and applications, and coordinate work across individuals, teams, and systems. This software solution is aimed at businesses of various sizes, ranging from small to large enterprises. Work-Relay caters to a wide range of professions and industries, including project managers, business analysts, operations managers, IT professionals, sales and customer service teams, manufacturing and production companies, professional services firms, healthcare and clinical research organizations, and telecommunications companies.

## Key Features

**Right Work**: According to the vendor, Work-Relay allows users to view, prioritize, and execute tasks from a single screen, potentially improving efficiency by eliminating the need to switch between multiple screens or applications.

**Right Resource**: The vendor claims that Work-Relay coordinates work between people, automations, or systems, ensuring efficient resource allocation and utilization while facilitating collaboration and communication among team members and stakeholders.

**Right Time**: The vendor states that Work-Relay enables users to set task dependencies and define task durations to ensure smooth workflow and accurate project timelines, providing visibility into task timelines and helping identify potential delays.

**Order-to-Cash Solution**: The vendor claims that Work-Relay optimizes the order-to-cash process by automating hand-offs, managing timing and interdependencies, and synchronizing data, potentially simplifying management of multiple product configurations, pricing, and delivery preferences, and providing real-time visibility into order status and progress.

**Convenience for All Users - Design Console**: According to the vendor, Work-Relay provides a consistent framework to design workflows with consideration for resources, dependencies, and task durations, potentially streamlining the process of designing complex workflows by providing intuitive tools and features, and ensuring consistency and standardization in workflow design across the organization.

**Convenience for All Users - Management Console**: The vendor claims that Work-Relay includes interfaces tailored to fit many management roles, providing visibility into resource status, project status, insights, and analytics, potentially enabling managers to monitor and track the progress of projects and tasks, and facilitating effective communication and collaboration among managers and team members.

**Convenience for All Users - User Console**: According to the vendor, Work-Relay provides a single place for employees to prioritize and execute work that includes dependencies, due dates, and other needed information, potentially helping employees stay organized and focused on their tasks, and enhancing productivity by eliminating the need to switch between multiple systems or applications.

**One System of Record**: The vendor claims that Work-Relay eliminates the need for multiple systems and provides management with one set of data, tracking, and insights into all phases of work, potentially ensuring data consistency and accuracy across the organization, simplifying reporting and analysis, and providing a comprehensive view of work, from planning to completion.

**Process Designer**: According to the vendor, Work-Relay, used by Business Analysts, provides an intuitive interface to effortlessly map out complex processes, enabling Business Analysts to define work, assign responsibilities, and establish durations and timelines, potentially providing a visual representation of workflows for easy understanding and communication, and streamlining the process of designing and modifying workflows.

**Planning Dashboard**: The vendor states that Work-Relay shows the real-time status of steps in active process instances, potentially enabling managers and team members to track progress and identify bottlenecks, providing a visual representation of work timelines and dependencies, and facilitating effective resource allocation and workload management.

TaskRay is a project management platform for managing project within Salesforce. It enables work to be planned quickly and efficiently, across geographically distributed teams.
It supports collaboration using Chatter groups, and file sharing.

Miro provides a visual workspace for innovation, where distributed teams can build the future together. Miro counts more than 90 million users, who improve product development, speed up time to market, and ensure that new products deliver on customer needs.

1. Free   - To discover what Miro can do. Always free

2. Starter - Unlimited and private boards with essential features

4. Enterprise   -  For work across the entire organization, with support, security and control, to scale

3. Business  - Scales collaboration with advanced features and security

Miro

Work-Relay

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software is designed to help people involved in the project management process to initiate, plan, execute, monitor and close projects of any size and type.

SilverTree Systems

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Invoicing

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

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