Overall Satisfaction with Workamajig
Workamajig is an internal creative department and/or creative agency-specific project management and accounting software package. As such, it addresses the specific needs of these organizations. We are using it as a start-to-finish life of the project system. That is, we use it to track prospects, convert them into contacts, estimate projects, convert projects, manage projects, and do all of the associated accounting within the system. This has a full GL system, although it does not do taxes or payroll. There is no built-in credit card processing. All invoicing comes out of this system.
- WMJ is a full-stack solution, so you can track the life of a project from beginning to end, and all of the financials associated with it.
- Time entry is easy.
- Project management is robust and yields a tremendous amount of information.
- WMJ has a "sheets"-based interface, which makes navigating thru modules easier.
- There is more than one way to complete any particular task.
- WMJ's interface is dated. Despite an html5 driven "sheets"-based interface, it takes a lot of time and effort to manage the interface, which could be streamlined considerably. On a UX/UI scale of 1 to 10, with 10 being the best, WMJ would earn a 6 from me.
- Despite the amount of documentation available, there is a distinct lack of clarity in that documentation, and it doesn't fully cover everything you would expect. Branching thoughts, for instance, are not addressed. Additionally, because there are two editions of the software online, there are two support sites that aren't sequestered. So information from both commingles, creating confusion.
- Support is available on an email and phone basis. They strongly encourage you to use email, however, and they are resistant to phone time. This is likely because the support staff is limited in number, but has a great depth of knowledge. If you want immediate phone support, however, YOU ARE OUT OF LUCK. You are placed in a queue and the odds of same-day help are low. For email, the response is usually within an hour, but when you are stuck with a configuration issue, or need to generate a report and don't know how to do something, waiting is not optimal. That said, the support team is TERRIFIC.
- We are at last getting the kinds of reporting, with the detail we've been desiring, that we actually need.
- While implementers and power users have a steeper learning curve, the creative team understood the general principles, workflow, and interface relatively quickly.
- It is helping us make money instead of just costing us money. We know project profitability from the outset, have controls to keep us on budget, and have reports to help us more effectively communicate with clients.
WMJ is a fully integrated system. Accounting, time management, invoicing, project management, estimating, sales CRM, all occur in one integrated package. This is ultimately why we selected WMJ. Other packages do portions of the workflow well but don't always integrate via integrators. Data can't easily be shared or shared in the way we need it to be shared. This does it all, with the exception of payroll and taxes. You'll still need either service, an accountant, or a bookkeeper with QuickBooks to achieve that.
if you're managing more than 30 projects at a time, and have a minimum of 10 employees, WMJ is great. If you want a full end-to-end, integrated solution with strong reporting, WMJ is great. If you're tired of switching between FreshBooks, Teamwork Projects, and Trello, WMJ is for you. If your workload is below this, look elsewhere. If you have a low tolerance for middling interfaces, look elsewhere. If you love integrations with other SaaS platforms, you're out of luck here.