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A Great Tool for Managing Workflow & Collaboration
July 06, 2023

A Great Tool for Managing Workflow & Collaboration

Amelia Dennis | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Welcome

We use Welcome to collaborate on the creation of articles, social media campaigns, video content, product literature, and most of our work! It helps us to manage the creation, editing and approval processes so that we can always see where bottlenecks are, who's responsible for edits, and the next steps to be taken.
  • I can see an overview of all my assigned tasks and if I need to take action now or in the future.
  • The history tab gives a detailed overview of all action taken by everyone so far.
  • You can really break tasks down into clear, specific steps leaving no room for guesswork or confusion.
  • For some tasks that don't require an article, we are forced to create one or the task doesn't function.
  • When changes are tracked in Word docs they are not apparent until the file is downloaded meaning that if people are only previewing content, they will miss these changes/comments.
  • Having 2 separate places to comment can be confusing and hiding resolved comments can mean less transparency in the process.
  • Employees can be resistant to using Welcome at first as they think it will add to their workload, but they, eventually, see the benefits of saving time and gaining efficiency.
  • If one person is responsible for entering all tasks, it can be a fair bit of admin time for that person.
  • We have a better working relationship with external agencies that also use Welcome to collaborate with us.

Do you think Welcome delivers good value for the price?

Yes

Are you happy with Welcome's feature set?

Yes

Did Welcome live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Welcome go as expected?

Yes

Would you buy Welcome again?

Yes

If you don't have a workflow management tool in place and are relying on email or shared documents, then I would recommend using Welcome to keep tasks moving and employees accountable. It's very flexible, so you can really drill down on what you're asking from users and it consolidates the tasks that you need to work on in one place. We don't use it for legal documents due to more specific requirements that those require, but, for most other collaborative work, it is used.

Evaluating Welcome and Competitors

  • Cloud Solutions
  • Integration with Other Systems
  • Ease of Use