The Hottest Project and Resource Planning tool for services business
Updated September 10, 2019

The Hottest Project and Resource Planning tool for services business

Scott Gellatly | TrustRadius Reviewer
Score 9 out of 10
Vetted Review

Overall Satisfaction with Mavenlink

We use Mavenlink to manage our client services projects across the whole team. Mavenlink does several key things for us:
  • Systemises the customer experience, so that it's delivered consistently across the team.
  • Helps us manage due dates, deadlines, and dependencies.
  • Tracks job cost vs budget and reports on margin.
  • Schedules team and tracks utilization.
  • Manages team capacity so we know when and what to hire.
  • Client billing.

Pros

  • Project margin reporting. We really know the profitability of projects, clients and portfolios, and can track where things WENT wrong when we don't.
  • Team utilization. We can schedule and control when and what people are working on, so the team is highly profitable and efficient.
  • Automating and productizing the delivery of our services with templates gets us away from time billing into value-based, high margin services.
  • The best reporting stack of any project management platform I have ever seen.
  • Visual, drag and drop capacity planning makes life very easy.

Cons

  • Closer integration between bottom up scheduling vs top down capacity planning.
  • More customization options on project and task status.
  • Increase in project profit = higher business profit.
  • Team deliver services consistently, and is in line with my client delivery system.
  • Visibility into all aspects of delivery means I can make smarter decisions on the direction of the company.
Mavenlink is the only platform that gave me a balance between a great, intuitive user experience with good reporting, good templates, and resource/capacity planning.
Copper (formerly ProsperWorks), G Suite, Xero, PandaDoc
Suited to any services-based business, particularly marketing, consulting, IT and engineering services.
Teams over 5 will start to take advantage of the resource planning, and teams over 30 will find it the most valuable tool in their toolkit.

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