WorkflowMax: Improving the Business of Architecture
July 23, 2015

WorkflowMax: Improving the Business of Architecture

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

Overall Satisfaction with WorkflowMax

Workflow Max is primarily being used by our firm to track potential and active jobs, establish staffing forecasting, collect staff timesheets, and issue accurate invoices. It has proven to be a very functional, reliable, and easy to engage with software solution to a series of difficult problems.

Pros

  • Allows for fairly simple or elaborate project forecasting depending on the complexity of the job. This allows us to track time by a single project or multiple phases.
  • Time keeping and coordination with invoicing software has increased our firm's ability to issue timely and accurate invoices to clients. Has ability to break down projects in numerous ways to meet the needs of our various clients. This means we can invoice by project, phase, milestone, or dollar increments.
  • Interface is clean and easy to follow. The easier it is to use the fewer mistakes that are made when entering information. This is greatly appreciated.

Cons

  • Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
  • The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
  • No search function to find a specific job, you have to scroll through all jobs allocated to you.
  • Quicker timesheet to invoice processing.
  • Improved staffing outlooks and future planning resulting in fewer hills and valleys of staff availability.
  • Tracking of potential jobs and their conversion into actual jobs, and not losing hours invested during the lead up to a signed contract.
Not as easily configured for the architecture and design field.
WorkflowMax is a good solution for the architecture and design profession in that it allows for multiple ways to track a project, apply time to a project, and invoice against a project. The ability to do staffing forecasting and future planning fills a need that most firms in this profession require.

WorkflowMax Feature Ratings

Project Management
7.3
Task Management
7
Scheduling
8
Team Collaboration
7
Document Management
8
Mobile Access
5
Timesheet Tracking
9
Change request and Case Management
6
Budget and Expense Management
8
Professional Services Automation
7.8
Quotes/estimates
6
Invoicing
8
Project & financial reporting
9
Integration with accounting software
8

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