ProWorkflow

Great platform

Comentários: Fantastic staff. We have a complex setup using a request for and through their team, and the team at Zapier, we've created great functionality for all types of requests. All of our designers and marketing staff use PWF to maintain over 2,500 requests to-date.

Vantagens:

Fantastic PM platform for teams with multiple users all looking to collaborate on projects down to the task level. Due dates are great to keep things on time. API integration into BOX is huge for us. We also take advantage of Zapier integration to allow the information import from complete online request forms automatically into the project request.

Desvantagens:

Some features could be added to improve usability. The option to send a message or file to anyone via email address, not just registered users, and let them respond. The ability for those non-registered users to view a project for say, status, or who is assigned to it. Or the option to give outsiders the ability to view a project status in process. Also, a process for project/task reviews by non-users. For example, a triggered message with a button to approve, or reject, or provide feedback that feeds back directly into the platform. Our users would also like more customization on the "Home" screen as to which detail is displayed rather than the default info.

Out of the Box Solution for Creatives

Comentários: Favorite things: Job numbers, Messaging, Custom task templates, expense and notes feature. Private notes feature.

Vantagens:

I've been using ProWorkflow for over a decade. The time tracking, custom task templates, messaging and client interface make it a critical part of my business. The few times I have had to contact customer service they have been responsive and exceptionally helpful. ProWorkflow is the administrative backbone of my business. At a glance I can see where a project is, how much time has been spent on it, what tasks have been completed and which ones are outstanding. I can add documents, notes and information specific to each project. When a project completes, it is archived and very easy to pull up should I ever need to reference it again. If you are looking to for a way to EASILY manage your projects and workflow - this is the software for you.

Desvantagens:

I dislike the fact that contractors cannot track time in the software. So if I have 10 contractors I use, I have to buy full account access for each of them, even though they may only use the software 2-6 times a year. This has always been my biggest complaint. Add time tracking to the contractor designation and charge 1/2 of the employee rate.

Good start but still a lot to be implemented

Comentários: Whilst PWF has potential and I'm sure the intention to rectify and further develop the software is there, in it's current format it does not meet our business needs, requiring us to use external software sitting outside of PWF's functionality. It appears to be set up for a niche market and would do well to expand its capabilities to provide fuller functionality for all clients.

Vantagens:

I've been using PWF for a year now and see there is potential for this to be a convenient, easy to use tool once development improvements have been implemented. The support staff are friendly and provide assistance where possible. The software enables us to pay per user and grants multiple users to access the platform with individually allocated access rights, allowing us to set security levels pending the role of the user and adjust our monthly payments pending the number of consultants we currently have on board. You are able to live track time which is helpful for our consultants in allocating to billable projects. Review of time entered and staff workload is also a useful function.

Desvantagens:

I feel this software is still in its developmental stage and has a lot of improvements to be implemented. For example, integration with MYOB is poor and non usable, invoicing fields need expanding (ie choice of PO or street address, ABN field for recipient, etc), templates and emailing tools are very basic and limited, contact listings are restrictive and missing vital fields (ie ABN, PO Box, etc) or requiring double handling (ie single contacts need to be connected to a non existent company, for example where no company is applicable you have to create fake one to connect them contact to), reports need to have more functionality and retrospective time reports come up with errors in date ranges making data inaccurate, add/edit tasks need further options such as sort functions, window resizing/positioning needs to be added, pro bono projects cannot be marked as non billable unless you tick them off as "invoiced" (which is incorrect and misleading). These are just a few of the issues we have recently been struggling with.

Customisable perfection

Comentários: PWF is the most important management tool in our company.

Vantagens:

I've been a subscriber since 2011. In the last years the number of new functions skyrocketed. I love that we can add custom fields, it is really helpful. I am also happy with the quote and invoice module, the Xero integration is crucial for us. I can't imagine my company without PWF.

Desvantagens:

Possible improvements: - direct email import to projects - a bit more fancy Fixed Cost Items list editor - thumbnails for the pictures

The only project management tool you'll ned!

Vantagens:

I love the ability to customize my clients schedules

Desvantagens:

I wish I had more automation options for emailing and followups so ensure nothing gets missed.

Invaluable tool for our business, we love it!

Comentários: We work with PWF multiple times a day, every day. We have seen continued commitment to always making the product better. We rely (without worry) on this tool, and it helps us manage and grow our business

Vantagens:

Simple but robust, does everything we need from time tracking, project/task management and assignment to invoicing

Desvantagens:

Might not have been the coolest looking option to start with but has gotten steadily better, but regardless, the functionality is the key and it doesn't disappoint

Easy to Use

Comentários: We can make sure we have visibility across our team of all our activities and we can make reports to show to the executive team.

Vantagens:

Web-based, easy to use, customizable, customer portal, notifications

Desvantagens:

There's not a good mobile app to use in conjunction.

PWF Review

Comentários: We love it. I did a lot of research and believe it is the best project management tool out there. You just need to accept that you need to adjust your processes and workflow to use the tool optimally

Vantagens:

Task management, organization and the collaboration piece are what I like most. Also we were able to successfully integrate the tool with Salesforce

Desvantagens:

The UI good be improved to have a bit more professional feel.

Great software for project managers of clients in the immigration advice sector

Comentários: Cut costs and made me more productive than using other software.

Vantagens:

I like the ability to add template tasks that I customised and the client portal is of crucial importance to me. Love it!

Desvantagens:

I wish it were easier to manage client files they add there and that the interface in this section is visibly larger.

Does what it says on the packet - and does it well.

Comentários: We compare PWF with other solutions on the market on an annual basis (every year for 10 years!) and still continue to find ways that OPWF comes out on top.

Vantagens:

We have used Proworkflow for around 10 years and heavily use it for time tracking, resource scheduling, budget management and cost tracking. We run a marketing agency with a team of 13 people and all users rely on PWF for daily management of their billable. The reporting features are strong and customisable. The interface continues to improve and periodic upgrades that always seem o add another level of improvement and usability.

Desvantagens:

We have seen other more feature rich software options on the market that would improve our client collaboration.

Best combination of features and ease of use

Comentários: Overall experience is great. One of our business verticals needed a better way to intake and triage a large number of low-complexity projects that consist of the same general set of tasks. PWF's feature set with project and task templates made this very easy. Additionally, the excellent user interface made PWF a great way for users to not just manage their projects/tasks related to this business line but to also use it to manage their work from other business verticals too (i.e. more personal project management software). We got to a comfort level where we deployed the ability for some of our customers to directly send project requests through the software which further streamlined our processes and also made the customers happy that they could now have insight into project progress and interaction with the team assigned. Again though, the key was the overall user interface which made user adoption easy; something we'd struggled with using other project management software.

Vantagens:

The user interface is fantastic. Super clean. Easy to navigate and made overall learning curve for all users nice and short. One thing I learned after a couple of years of having deployed other work/project management software is that the software is only useful if people use it. Sounds obvious, but if something is complex and requires lots of time to learn, or the user interface isn't quite as intuitive, then the adoption rate won't be as high and the entire purpose gets defeated. PWF is so thoughtfully laid out and the features are in obvious places that basic users were able to be effective after just a few minutes of hands-on exploring. Our adoption rate was nowhere near these levels prior to deploying PWF.

Desvantagens:

The feature set compared to some of the bigger competitors in this space was a little less robust. However, depending on what you need it may be just fine, as it was for us. There were some things that others had that PWF did not, but for us those were less critical. My one gripe is that the development of this software has gone in fits and spurts. We've been with PWF for almost 5 years now and just recently did we start to see developments/improvements be deployed at a somewhat regular cadence. Again though, we made the decision to go with PWF based on its featureset originally so the new improvements are just gravy to us.

The best software we didn't write for our business

Comentários: We carry out consultancy assignments in the energy and environmental sector with a heavy bias towards the engineering expertise which our consultants have. We are able to set up , cost and implement projects through to final invoice on PWF for all our multiple clients. Our teams are built per assignment which allows us to use to take full advantage of the communication and file-sharing tools that PWF provides; its integration with Dropbox makes life easy.
Whenever we prepare large tenders, we prepare our draft project plan for clients using PWF.

Vantagens:

Proworkflow is wonderful!. When our business was expanding we needed software to manage our workflow, invoicing, project management and so much more and we needed to move out of the spreadsheet nightmare. We carried out a thorough search of products that integrated with Xero, our online accounts and then we did a live comparison and we could find no fault with PWF. We adopted and have used it ever since and we are completely organised as a result. We also are able to scale up or business effortlessly.

Desvantagens:

Honestly, I can't think of anything right now that I don't like about PWF

Great option for sole traders with diverse businesses

Comentários: Great company, great product and really nice support staff.

Vantagens:

It's quick and efficient to track time (can even do it from the app on my phone) and create invoices, even for low-value projects.

Desvantagens:

Because it's so powerful and has so many features, it can be a bit overwhelming working through the parts and learning how to use it for your own needs. But customer service is second-to-none and they're always available to assist.

Easily the best workflow tool for the design industry

Comentários: I'm extremely happy with ProWorkFlow. It makes taste such as invoicing and quoting effortless and fast, and in terms of job management, no matter how busy I am it makes my workload manageable.

Vantagens:

I've been using ProWorkFlow for many years now and find the ease of use, as well and the invoicing and quoting management massive time savers. I like how it is perfect for this industry, whether you're a one man band or a large agency.

Desvantagens:

It does tend to lack some flexibility in the layout, and I'd love to see an App version. the mobile version isn't that great.

TinyFrog loves PWF!

Comentários: The support staff is amazing! They reply quickly and with solutions to anything we have needed so far.

Vantagens:

Ease of use - organization, etc.

Desvantagens:

There are 2-3 things we struggle with: 1) there is not a real space to keep client information , we are web development company and need logins and other areas of reference that cannot easily be located. Sort of a bummer that we have a workaround for, but the larger we get the more unlikely it will be a good solution. 2) the inability to create & link "Tasks" single tasks to a client - we often have trouble tickets where we don't need a full project but do need the documentation of work being being and completed, we haven't figured out a good solution for this and hope SOON you have something to offer. We have the Maintenance or General task but it doesn't link to the client from what we can find anywhere. 3) a wishlist item, storage space - although we use the cloud we don't have a universal network of our files there - so each person will need to add files to tasks, projects they it is something that isn't an issue now, but can be in the near future.

Excellent tool for keeping track of jobs I am working on and time used.

Vantagens:

This is a simple way to keep track of multiple jobs I am working on simultaneously and track my hours in those jobs. It is also a helpful central resource when needing to dig up information from jobs that I worked on years ago.

Desvantagens:

Sometimes it feels like there are connectivity issues, where I have to switch over to VPN to re-establish a connection with the software, but I'm not sure if that's on your end or mine.

ProWorkflo is a good value

Comentários: Early on, PWF was ideal for our production system and really advanced our internal efficiency. But as we grew and our projects became more complex and diverse, PWF had a hard time keeping up. The templates - for what we are doing - became very unwieldy, and the dashboard feature really did not have the capacity to give us the snapshots of our many projects that we needed. I truly like PWF, but it may be that we simply outgrew it. New features to answer our concerns - storage, dashboard, snapshots especially, along with the ability to streamline templates, could easily bring us back to the fold.

Vantagens:

Flexibility of template creation, internal team communication.

Desvantagens:

Will not connect with our NAS. Connection through Dropbox is awkward. Does not have nearly enough storage on its own servers for our purposes.

Good software - some UI and performance issues

Comentários: ProWorkFlow definitely makes my job as a project manager easier. Long gone are the days of cover sheets on proofs, copy or mockups. There's no question that the functionality of the program will likely improve how you do business but the program could have more customization and a few layout/navigation changes. One example is trying to access the Project Archive. It seems that a dropdown menu for the Projects tab would be faster and more effective to access the submenu for Project Archives. Instead, you must wait for the project screen to load before being able to get to the Archive. The site is often slow or hangs, requiring refreshing of pages, interrupting workflow. All in all I am glad this is the software we use and look forward to further improvements.

Vantagens:

Support is responsive to wish-list items Makes my life easier. Intuitive interface. Many functions (on desktop) are quick and easy (changing dates, editing task titles, changing project task heirarchy)

Desvantagens:

Relies on hovering - doesn't work on mobile devices (some functions are only accessible by hovering Often slow to load pages No easy way to switch right back to your user if you've switched to a Team or Individual user The orange is ugly. No daily summary of total hours of tasks assigned to a user. This may be a deal breaker for some.

ProWorkflow has powerful features yet is still very intuitive for Project Managers and Team Members.

Comentários: Introducing Project Management in a Marketing environment is very difficult. This is a group of people that don't typically like to be dictated timelines and held accountable for documenting their hours and progress on projects. ProWorkflow was the only Project Management software I found that had the robust features I needed to effectively document projects and manage resources, while providing an intuitive interface that creative team members would embrace.

Vantagens:

I started using ProWorkflow as a project management tool for marketing teams. They liked that it was well designed and extremely easy to use. There is so much flexibility -- such as entering Time Spent -- that users have options in finding what workflow suits them best. What I personally like most is how quick and easy it is to navigate between the different screens. Practically everything is a link, so it's very efficient moving around within, and between, projects.

Desvantagens:

If I HAVE to identify a shortcoming with ProWorkflow, based solely on my own preferences, it would be the reporting tools. They are very robust, even including a custom report builder, but it's never been as intuitive as the rest of the software.

Best project software I've found for our industry

Comentários: So far I'm really liking ProWorkFlow. It works better than other options I've tried. Each month I learn more about it when it comes to doing the invoices and entering recurring tasks. As I take the time to learn more, I'm sure it will streamline my processes even more.

Vantagens:

This software has been features to make it customizable to our work flow. It is tough to find software for the bookkeeping industry and this works great. There are several different areas to add your time and tasks. There are even add-ons that made it even more simple from my browser. I'm really liking the software so far. I'm sure I'll love it more as I learn how to make it work for me even more.

Desvantagens:

I wish the software had an actual app. You can get to it on your phone by going to the website but an app would make it better. I would like to be able to have rates per customer instead of at the project level. When I'm entering a task, there is not a quick way to add a rate (that I've found). I wish I could enter the rate with the customer and all tasks assigned to that customer would be charged that rate as a default. I wish the details of the line items of the invoice flowed through to my accounting software.

Excellent way to track projects

Comentários: Projects stay on track much better when they are planned and tracked effectively. ProWorkFlow makes that difficult job much easier.

Vantagens:

I do not have any employees, but I work with a couple of freelancers on specific projects. This software makes it easy to collaborate to ensure that each person knows the status of the project and to complete their tasks in a timely manner. Even when I work alone, I use ProWorkFlow to manage projects, as it makes planning and tracking projects efficient.

Desvantagens:

I used to have the quote and billing module, but they were useful enough for me, so I cancelled. I wish ProWorkFlow offered a module for not only billing but also accounts receivable. I would sign up for that right away.

Good project management and invoicing solution for smaller teams.

Vantagens:

We switched to ProWorkflow from Workamajig which was the greatest decisions our small digital agency has ever made. I love how easy it is to send client's invoices directly through the project management software. Now only if it was easier to reconcile paid invoices between ProWorkflow and Xero I'd be in heaven.

Desvantagens:

Had issues with their billing department not able to process a transaction, and instead of trying to help or troubleshoot to find a solutions they just threw their hands up in the air and blew us off.

Everything in one place

Comentários: A very robust tool. It makes running a busy creative studio very simple

Vantagens:

It's great having all the correspondence, relevant files and contacts in one place It was pretty easy to learn Customisation is easy

Desvantagens:

Correspondence is difficult to track back through to find a particular response Last update the colour scheme was changed to a much lighter palette. I find it hard to see section starts without the shaded areas to navigate by I wish there were quick links to jump between sections rather than scrolling - tasks, quotes, description, contacts, etc. Especially on large jobs with lots of correspondence

PWF

Comentários: I am able to have all of my patients information on equipment and housing modifications all in one place.

Vantagens:

This program is the easiest system and most comprehensive we have utilised to manage ministry of health funding requests with Enable NZ, being able to attach and follow the flow of reports and information is great.

Desvantagens:

I am a user of this software, it is frustrating that when EMS advisors at Enable NZ are finished with a client it removes the client from the system for me. I would be working with a client and checking updates and using the information to help manage the patients equipment or housing alterations, and then it would disappear.

Great PM Tool for small to medium size companies

Comentários: We have been using PWF since we started the company 5 years ago and we are big fans of it. When talking to industry leaders, the tool is not known at all. Having said that our team members old and new like it. We have only recently started to work on creating reports which has given us lots of insights on how we run our business, which clients we should focus on, each team member productivity level, ect.

Vantagens:

It's easy to train people on how to use it. It's cost effective. The customer support has been consistently good... keep it up! :)

Desvantagens:

The interface, UI/UX should be improved. New features should be implemented each year to grow the software over time. one thing it would be nice to have a ticket system with tech and it companies could use. Need to be more flexible when used by users, more like boot camp