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WorkOtter PPM

WorkOtter PPM

Overview

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…

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Recent Reviews

TrustRadius Insights

WorkOtter is highly regarded by users as an effective project management app that enhances organization and boosts efficiency. With its …
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WorkOtter works great!

10 out of 10
February 03, 2016
We primarily use WorkOtter to manage projects (create tasks, dependencies, adjust deadlines, and so on). However, we also use it to …
Continue reading
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Pricing

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Time/Status

$10

Cloud
per user per month

Team

$20

Cloud
per user, per month

Manager

$35

Cloud
per user, per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.workotter.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

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. Its interactive interface helps 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 others.

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

  • Supported: Task Management
  • Supported: Resource Management
  • Supported: Gantt Charts
  • Supported: Scheduling
  • Supported: Workflow Automation
  • Supported: Team Collaboration
  • Supported: Support for Agile Methodology
  • Supported: Support for Waterfall Methodology
  • Supported: Document Management
  • Supported: Mobile Access
  • Supported: Timesheet Tracking
  • Supported: Change request and Case Management
  • Supported: Budget and Expense Management

Professional Services Automation Features

  • Supported: Quotes/estimates
  • Supported: Project & financial reporting

WorkOtter PPM Screenshots

Screenshot of Dashboard viewScreenshot of WorkOtter MyWork viewScreenshot of Dashboard OverviewScreenshot of Resource Usage for People, Tasks, Time, BudgetScreenshot of Over/Under resource allocation viewScreenshot of Project Management Workflow - CustomizableScreenshot of Project goals management with budget, timelinesScreenshot of Easily assign people and resources to projects by role, availability, budgetScreenshot of Resource Usage ReportingScreenshot of Adding team members with customized fields and filtersScreenshot of Forecasting reports for projects, budgets, resources

WorkOtter PPM Video

WorkOtter SaaS Project Portfolio Management Software

WorkOtter PPM Competitors

WorkOtter PPM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUSA, Western Europe, Australia, Canada
Supported LanguagesEnglish

WorkOtter PPM Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)10%
Mid-Size Companies (51-500 employees)65%
Enterprises (more than 500 employees)25%
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Comparisons

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Reviews and Ratings

(3)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

WorkOtter is highly regarded by users as an effective project management app that enhances organization and boosts efficiency. With its optimization of project resources, the software offers flexibility and scalability. Customers appreciate the cost-effectiveness of WorkOtter and praise the responsiveness of the user support team. One standout feature is its ability to centralize all reporting needs, saving users time by providing a single platform for gathering statistics. Additionally, its seamless integration with Excel enables users to work on projects effortlessly. WorkOtter's intuitive interface accelerates employee onboarding, minimizing time spent on training. Managers benefit from the visually appealing and customizable reports available in WorkOtter, which provide them with essential information.

Another advantage of using WorkOtter is streamlined processes and increased organizational efficiency. Users have praised the implementation process and ongoing support provided by the WorkOtter team. By combining project management and communication seamlessly, WorkOtter saves time and improves overall profitability. The real-time reporting dashboard facilitates easier communication between project managers and upper management. Resource management becomes effortless with WorkOtter's ability to assign and reassign resources between tasks. Its integration capabilities with tools like MS Project and Jira make it user-friendly for those experienced in these systems. Supply teams have experienced a significant transformation in how they handle projects with WorkOtter, gaining complete control over their processes and increasing productivity. WorkOtter stands out for being highly customizable, allowing it to cater to specific needs across various sectors.

Intuitive and User-Friendly Interface: Reviewers have consistently praised WorkOtter for its highly intuitive and user-friendly interface. Many users have stated that the software is easy to navigate, allowing them to complete tasks efficiently.

Comprehensive Toolset and Interactive Features: Users appreciate the comprehensive toolset offered by WorkOtter, which addresses pain points present in other similar software. The interactive features provided by the software have also been widely praised, as they enhance collaboration among team members and improve overall project management efficiency.

Seamless Integration with JIRA, Excel, and Microsoft Project: The integration of WorkOtter with popular platforms like JIRA, Excel, and Microsoft Project has been seen as a valuable advantage by many reviewers. This seamless data syncing allows for easy collaboration between different teams or departments involved in a project.

Difficult initial learning curve: Some users have found it difficult to pick up the software for first-time use, despite the helpful support provided. They mentioned spending a significant amount of time figuring out how to perform certain tasks, especially since the software is relatively new.

Transition from Microsoft Projects: Several coworkers expressed that the transition from Microsoft Projects to WorkOtter was somewhat challenging. However, they were able to successfully sync everything between the old and new methods.

Limited documentation for onboarding: A few users felt that there is room for improvement in terms of documentation for onboarding new resources and facilitating knowledge transition. They mentioned a need for more extensive and comprehensive documentation in this area.

Users commonly recommend utilizing the WorkOtter platform and seeking guidance from the WorkOtter team for tips and resources on setting up. They highly suggest using WorkOtter for effective project and resource management, particularly for medium or large-scale companies. Users also provide feedback on the need to enhance the training documentation for WorkOtter. Additionally, they emphasize that WorkOtter is a unique product that has met their expectations and encourage others to give it a try. Prioritizing training on WorkOtter before fully transitioning to the platform is recommended for maximum success. Users appreciate the various features offered by WorkOtter, including capacity management and project/task organization, making it a valuable software solution. It is also suggested to streamline the process of mass adding physical assets like meeting rooms and special equipment during projects.

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
Adam Gordon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
Project Management (13)
60.76923076923077%
6.1
Task Management
100%
10.0
Resource Management
100%
10.0
Gantt Charts
100%
10.0
Scheduling
100%
10.0
Workflow Automation
100%
10.0
Team Collaboration
90%
9.0
Support for Agile Methodology
100%
10.0
Support for Waterfall Methodology
N/A
N/A
Document Management
N/A
N/A
Mobile Access
N/A
N/A
Timesheet Tracking
N/A
N/A
Change request and Case Management
100%
10.0
Budget and Expense Management
N/A
N/A
Professional Services Automation (2)
N/A
N/A
Quotes/estimates
N/A
N/A
Project & financial reporting
N/A
N/A
  • Most tools like this are a lot better than the desktop tools that everyone used to use because it is a central system that gives visibility across all the projects.
  • Easier to work together and track what happened in the past.
  • More projects are being completed according to expectations.
February 03, 2016

WorkOtter works great!

Score 10 out of 10
Vetted Review
Verified User
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.
Project Management (5)
80%
8.0
Task Management
N/A
N/A
Resource Management
100%
10.0
Gantt Charts
100%
10.0
Scheduling
100%
10.0
Timesheet Tracking
100%
10.0
Professional Services Automation
N/A
N/A
  • I think it has really helped us make sure we are using resources effectively but I think it is hard to prove. Although we don't have hard ROI numbers, I believe the general feeling is that you really need a good PPM tool or will waste a lot of time and money.
  • It helps with communication since we have a standard process.
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