Name: WorkOtter SaaS Project Portfolio Management Software
Uploaded: 2019-09-26T18:20:56.000Z
Duration: 2 min 1 s
Description: WorkOtter SaaS Project Portfolio Management Software

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Document Management

Enhanced 911 (E911)

File Sharing

Risk Management

Statistical Analysis

Enterprise

Accounting

Invoicing

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Recruitment Agency

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Lakehouse

Data Mapping

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

In-Memory Databases

Incident Response

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Log Management

Managed IT Service

Network Performance Monitoring

Password Management System

Release Management

SOA Application Gateways

Web Portal

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audio Editing

Content Management

Customer Reference Management

Email Marketing

Email Testing

Marketing Automation

Product Sampling

Retail Media Advertising

Social Media Management

Social Media Marketing

Survey & Forms Building

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation Services

Lead-to-Account Matching and Routing

Multichannel Retail

Sales Coaching

Sales Gamification

Social Commerce

Sales

Architecture

InsurTech

Laboratory Information Management

Legal Billing

OSS/BSS (Operations Support/Business Support)

Oil and Gas

Real Estate

Vertical-Specific

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### Project Management Tools
Users consistently praise WorkOtter for its robust project management tools and functionalities. They highlight the software's ability to cover all aspects of a project, from inception to final handover, with ease and efficiency. The unique option of Portfolio Management stands out, providing users with flexibility in managing multiple projects and allocating resources effectively based on project progress. Additionally, users appreciate the user-friendly design crafted by professionals in project management, which enhances the overall project management experience. The software's risk identification, mitigation, and management features align closely with industry standards, offering a comprehensive approach to project management. Integration with Excel and Microsoft Project further streamlines project workflows, allowing for a seamless transition between different software packages. The interactive dashboards and customizable reports add value by providing users with tailored insights and analytics to support informed decision-making throughout the project lifecycle.

### Task and Assignment Management
Users unanimously praise WorkOtter for its efficient task and assignment management capabilities. They appreciate the user-friendly interface that simplifies task assignment, status tracking, and time management. The ability to monitor project tasks in real-time and generate reports effortlessly adds to the platform's appeal. However, some users express concerns about the limitations in task scheduling functionality, highlighting areas for potential improvement. Despite these minor drawbacks, WorkOtter's task and assignment management features are widely regarded as valuable assets for enhancing project productivity and organization.

### Multi-Project Management
Users consistently highlight the efficiency and convenience of WorkOtter PPM in managing multiple projects concurrently. The software's ability to provide a comprehensive overview of project progress and resource allocation has been particularly lauded by reviewers. Additionally, the intuitive design and range of analytical tools have greatly contributed to the positive user experience when handling multiple tasks within the platform.

### Integration and Syncing Capabilities
Users consistently highlight WorkOtter's integration and syncing capabilities as standout features, particularly praising its seamless synchronization with Microsoft Project and Excel. The ability to effortlessly transfer data between platforms has been a game-changer for many, streamlining project management processes and enhancing overall efficiency. The two-way integration with Microsoft Project has been particularly lauded for simplifying the transition process and ensuring real-time updates across different tools. Additionally, users appreciate the flexibility to customize dashboards and reports, tailoring them to their specific needs while maintaining smooth integration with various systems like JIRA and Excel. The positive feedback regarding WorkOtter's integration and syncing capabilities underscores its value in facilitating a cohesive and interconnected project management experience for users.

### Efficiency and Time Management
Users consistently highlight WorkOtter's efficiency and time-saving capabilities as standout features of the platform. They appreciate how the software streamlines project management processes, allowing for increased productivity and effective time management. The intuitive design and automation features contribute to a smoother workflow, enabling users to focus on essential tasks without unnecessary delays. WorkOtter's emphasis on efficiency and time management resonates positively with users, making it a valuable tool for optimizing project operations.

### Collaboration and Real-Time Communication
Reviewers consistently praise WorkOtter for its robust collaboration and real-time communication features. Users appreciate the platform's ability to facilitate smooth communication among team members, allowing for efficient progress tracking and task delegation. The real-time aspect of WorkOtter's collaboration tools has been particularly highlighted as a key factor in enhancing team productivity and ensuring project success. Additionally, the user-friendly interface and customizable features contribute to a positive experience when utilizing the platform for collaborative work.

### User Interface and Customization
User feedback on WorkOtter PPM's user interface and customization features varies across reviews. While some users praise the platform for its interactive and user-friendly interface, others mention a learning curve associated with fully utilizing its customization options. The ability to configure displays, build dashboards, and customize reports are highlighted as key strengths by many reviewers. Additionally, the real-time syncing capabilities with Microsoft Project and Excel are noted as time-saving features that enhance the overall user experience. Despite some mixed opinions, the general consensus leans towards WorkOtter PPM offering a versatile and customizable interface that caters to a range of user preferences and needs.

### Dashboards and Reporting
Users unanimously praise WorkOtter PPM's robust dashboards and reporting features. The consensus among reviewers is that the dashboards are highly customizable and easy to navigate, allowing for a visually appealing and interactive experience. The reporting functionality is lauded for its efficiency in generating a wide range of reports, which can be automatically emailed to users. Users appreciate the ability to tailor reports to specific requirements, making it a valuable tool for project managers, subordinates, and portfolio managers alike. The integration with Excel and Microsoft Project further enhances the usability of the dashboards and reports, providing a seamless experience for users.

### Documentation and Project History
Users seem to have varying perspectives on the documentation and project history features of WorkOtter PPM. While some find the documentation processes to be efficient and time-saving, others express concerns about the adequacy of training materials for onboarding new team members. Enhancing the training documentation could potentially address these gaps and improve user experience in utilizing the platform's documentation and project history functionalities.

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.

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.

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.

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.

Time/Status

Team

Manager

Basecamp is a web-based project-management tool. Basecamp offers features standard to project management platforms, as well as mobile accessibility, unlimited users, and 3rd party integrations. Basecamp is priced by space requirements and concurrent projects.

Basecamp Free

Basecamp Plus

Basecamp Pro Unlimited

Whimsical is a visual workspace application from the company of the same name in Denver, allowing users to create collaborative wireframes, mindmaps, flowcharts, and sticky notes.

Business

WorkOtter PPM

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 helps teams plan, coordinate, and execute projects using methods like Agile or Waterfall. Key features include task scheduling, budgeting, and collaboration. Advanced tools offer portfolio-level insights to align projects with business goals. Explore scalable solutions that streamline workflows and improve accountability, with comparisons based on verified user reviews, ratings, and core features.

Likelihood to Recommend

Task Management

Resource Management

Gantt Charts

Scheduling

Workflow Automation

Team Collaboration

Support for Agile Methodology

Timesheet Tracking

Change request and Case Management

Resource Usage for People, Tasks, Time, Budget

Project Management Workflow - Customizable

Project goals management with budget, timelines

Easily assign people and resources to projects by role, availability, budget

Adding team members with customized fields and filters

Forecasting reports for projects, budgets, resources

WorkOtter

WorkOtter SaaS Project Portfolio Management Software

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 is known for ease of use, ease of implementation, integration with other systems, reporting and resource management.

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

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

Resource management is workload planning to maximize resources.

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

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

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

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

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

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

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

IT Project Manager

WorkOtter 2016-02-12 18:12:17

OpenText Project and Portfolio Management

Later Social

WorkOtter 2016-02-02 18:01:51

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Internet connection

Good reporting

Reporting analytics

Easy to communicate

Easy to use

Lot of training

New hires

Resource management

Home

Project Management Software

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.

WorkOtter PPM

Overview

What is WorkOtter PPM?