WorkOtter PPM Reviews

2 Ratings
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Score 10.0 out of 100

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February 15, 2016
Adam Gordon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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WorkOtter is used for all project management in our department. We use it for the typical things - budgeting, determining if projects are completed on time, assigning people to projects, figuring out what things are behind and over/under budget. It is not a desktop tool installed tool but rather is a web-based tool which was new to me since I had more experience with desktop tools - namely MS Project.
  • It allows you to know when someone who is running late on another project is going to be late on your project.
  • It has a good reporting/analytics.
  • Easy to communicate with others on projects.
  • Nothing significant. Maybe could be faster at times but I'm not sure if that is our own internet connection.
I know it works well for IT but not sure how it would work for construction. I think construction has a different set of needs.
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February 03, 2016
Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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We primarily use WorkOtter to manage projects (create tasks, dependencies, adjust deadlines, and so on). However, we also use it to prioritize projects according to when people (resources) will be available, available budget, and management objectives. The software helps us all use the same processes so we know we are consistently reporting and making decisions. Ultimately, it helps us make sure we are spending time and budget on the right projects.
  • Users find it easy to use which is important if you have a large number of users who don't have time for a lot of training or when new hires come on-board.
  • WorkOtter has a lot of advanced features that we don't use but when we do need one, it is nice to know the feature is waiting for us. We have used several of these features for special projects.
  • It does a good job with resource management.
  • I can't think of anything major that is missing. I understand it was challenging to integrate it with our commercial banking application but I wasn't involved in that process.
It is an internet-based product so it wouldn't work well in situations where the internet is not always available. However, it does allow you to use Microsoft Project so you could use that offline and sync it to WorkOtter later.
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WorkOtter PPM Scorecard Summary

Feature Scorecard Summary

Task Management (1)
Resource Management (2)
Gantt Charts (2)
Scheduling (2)
Workflow Automation (1)
Team Collaboration (1)
Support for Agile Methodology (1)
Timesheet Tracking (1)
Change request and Case Management (1)

What is WorkOtter PPM?

WorkOtter is presented by the vendor as a simple, flexible, and scalable project portfolio management (PPM) solution for IT, Engineering, and Professional Service PMOs. The software manages the lifecycle of work from ideas through project planning, control, lessons learned, and close. Projects can then be rolled up to Programs (multi project efforts) or Portfolios (Roadmaps with What If Scenarios).

All features were designed to support Project Teams with simplicity and usability in mind. WorkOtter offers Gantt, Kanban, and Agile views and integrates directly with JIRA, MS Project, Excel, and more. Our elegant and interactive interface is a favorite of project teams who want to focus on getting work done verses struggling with complex tools.

WorkOtter resource management features enables businesses to move assignments from over-utilized staff to available resources. It helps project managers plan daily demand or capacity based on the number of resources available for the day. The web-based calendar displays entire project schedules along with extensions and deadlines.

WorkOtter integrates and synchronizes data between multiple third-party applications such as Dropbox, Sharepoint, Outlook, Office 365, Box, Google Drive and more.

Other key features include project budgeting, time & expense tracking, Earned Value management, financial reporting, lessons learned, and real-time alerts.

WorkOtter PPM Features

Project Management Features

Has featureTask Management
Has featureResource Management
Has featureGantt Charts
Has featureScheduling
Has featureWorkflow Automation
Has featureTeam Collaboration
Has featureSupport for Agile Methodology
Has featureSupport for Waterfall Methodology
Has featureDocument Management
Has featureMobile Access
Has featureTimesheet Tracking
Has featureChange request and Case Management
Has featureBudget and Expense Management

Professional Services Automation Features

Has featureQuotes/estimates
Has featureProject & financial reporting

WorkOtter PPM Screenshots

WorkOtter PPM Video

WorkOtter is a simpler, lower cost, and adaptive Cloud suite that makes PPM a snap. Buyers say they purchase award-winning WorkOtter because it has the same functionality as the other companies on the Gartner Magic Quadrant but at a lower price point and is easier to use/implement. Companies like ScottTrade, Footlocker, Harvard, Ernst & Young, and Restoration Hardware have used WorkOtter to streamline their entire project delivery lifecycle, reduce endless status meetings, align projects to company goals, prioritize company resources, and standardize work execution across the company.

WorkOtter PPM Integrations

WorkOtter PPM Competitors

Clarizen One, Workfront, Mavenlink, Daptiv, Zoho Assist, Planview Enterprise One (formerly Planview Enterprise and Troux), Planview PPM Pro (formerly Innotas)

WorkOtter PPM Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No
EditionPricing DetailsTerms
Time/Status$10per user per month
Team$20per user, per month
Manager$35per user, per month

Time/Status Tier is BEST FOR: Contractors, Consultants, Limited Team Members FUNCTIONALITY AVAILABLE:Timesheets, Adjust Estimate To Complete, Create Notes for PM and Team Members Team Tier is BEST FOR: Customers, Suppliers, Contractors, Consultants, Team Members FUNCTIONALITY INCLUDES TIME/STATUS PLUS: My Home Dashboards, Support Log Updates, Issue Updates, Changes, Timesheet & Expenses, Risks, Action Items Limited, Reporting, E-Mail Updates, Chat & Collaboration Manager Tier is BEST FOR: Project Managers, Program Managers, Executives, PMO Department Managers, Administrators FUNCTIONALITY INCLUDES TEAM PLUS: Project Management, Microsoft Project -Way Sync, Dashboard Reporting, Program Management, Resource Management, Portfolio Management, Workflow Management, Estimating and Templates

WorkOtter PPM Customer Size Distribution

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

WorkOtter PPM Support Options

 Free VersionPaid Version
Video Tutorials / Webinar

WorkOtter PPM Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No
Supported Countries:USA, Western Europe, Australia, Canada
Supported Languages: English