WorkflowMax.... helps you get the max from your workflow!
Caroline Laredo | TrustRadius Reviewer
July 21, 2015

WorkflowMax.... helps you get the max from your workflow!

Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

online

Modules Used

  • workflow and xero

Overall Satisfaction with WorkflowMax

We use WorkflowMax across the organization as a management tool for our staff to manage projects and to link in with Xero. Our employees are contractors and can see what projects have been allocated to them and how many hours we anticipate it will take them. We can see where they are at without having to phone and this works well for people in the media industry. I like that you can attach notes and we are trying to use this with Dropbox, currently this is not working successfully, but we have only just started and if its like the other areas, we will soon either work it out ourselves or get great support.
  • Great for managing teams which are not in one spot. Awesome for small or growing businesses with employees who might work from home.
  • Really good for teams to keep up with where a project is at against the time left to achieve the goal
  • Great for keeping all the information for each project in one spot.
  • When looking at the job distribution it isn't to scale and it isn't printable.
  • Sometimes it is confusing as to where you might find something until you realise there are multiple points of access.
  • When a job is assigned the whole task is assigned and if you work on it before the task is allocated to you, it isn't possible to enter those hours. It would be better if the employee could choose the task they did and enter the hours and then it sent back to an approver to have it added.
  • I find it easy to use, therefore good for time management
  • Great for connecting with employees without the need for unnecessary communication
  • Doesn't waste storage space because it's online
  • Streamtime
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
What specific features does the user want and does WorkflowMax offer these?
Are they transferring from another product and if so can any of the data be imported in?
What payroll/accounting software do they use - do they need their workflow product to communicate well?

WorkflowMax Feature Ratings

Task Management
8
Scheduling
7
Team Collaboration
8
Support for Waterfall Methodology
Not Rated
Document Management
3
Mobile Access
7
Timesheet Tracking
8
Change request and Case Management
Not Rated
Budget and Expense Management
5
Quotes/estimates
9
Invoicing
9
Project & financial reporting
7
Integration with accounting software
9