Workflow Program Review
Updated June 03, 2021

Workflow Program Review

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Citrix Podio

Podio is used across the entire company. It solves any communication problems in each department of our agency, as we are able to log/keep track of every action/request/step that is taken along the way through a month, and it allows for an easy path to recall each previous month's direction/actions/efforts for clients.
  • Compartmentalized, in a good way. Every option for a project is represented and easy to see.
  • Customization: They work with our teams to help develop the tool and customize it to unique processes within our organization.
  • @Mentioning makes tagging associated workers with each job a breeze.
  • Needs to be mobile friendly.
  • Needs to crash less/have fewer issues. It's a regular thing for our teams to experience outages, or for Podio to be needing updates by the provider.
  • It has gotten better, but it can be glitchy (a user may input something, only for it to not actually take effect, costing time and money to find where the issue was and potentially miss deadlines). It's understandable that the platform is constantly improving and adjusting to the needs of our agency, and we appreciate that it's not a one size fits all solution. Because of that, we're more prone to be okay with minor outages.
  • Countless hours/customer frustrations have been avoided, as nearly all we do is logged using Podio.
  • Teams knowing where a project is at all times is a huge plus. Status tabs make it easy to see where a project is without having to spend too much time looking around.
Podio is a custom solution, where Mavenlink was a less robust, less feature-rich solution. We simply outgrew Mavenlink and don't have any regrets. Mavenlink did its job during the time we used it. In order for us to successfully grow with our business, we needed a custom-built solution.
Podio is well suited for multi-department companies that need to be able to log communication between each other in order to have a historical record of what happens on a daily basis. We are roughly 150 employees and 8 different departments. Previously, we relied on email and a more crude workflow program. That program just couldn't handle the volume of tasks/requests/jobs that an agency of our size produces, hence why we needed a more robust platform. Podio fit that bill nicely.

Podio Feature Ratings

Task Management
10
Resource Management
10
Gantt Charts
Not Rated
Scheduling
10
Workflow Automation
10
Team Collaboration
10
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
6
Email integration
6
Mobile Access
1
Timesheet Tracking
8
Change request and Case Management
9
Budget and Expense Management
8
Quotes/estimates
8
Invoicing
8
Project & financial reporting
8
Integration with accounting software
8