Founded in 2002 and acquired by ProActive Software Ltd in 2003, ProWorkflow is a cloud-based project management and time tracking software that caters to companies of all sizes.
ProWorkflow includes all the features of a traditional project management solution. In addition, the solution also offers task management, timesheets, templates, notifications and alerts, file sharing, workflow management, contact management, reporting and resource management. Proworkflow also provides a timeline and availability Tool to help with task scheduling.
ProWorkflow Project Management dashboard displays the graphical summary of ongoing projects. The collaborative feature allows multiple members to work simultaneously. The built-in messaging app allows teams to chat, send notifications, share documents and more.
The solution can be accessed through various mobile devices including laptops, tablets and smartphones (for Android, Windows and iOS phones).
Morgan from A La Mode
Employees number: 11-50 employees
It really keeps the creative team responsive and organized when it comes to completing projects for other areas of the business. It's easy for everyone to use and it ensures collaboration.
Certain aspects of the messaging service can be confusing. When someone sends me a message, it comes to my email but I'm not sure if I can just respond to the email or if I have to go into PWF to respond.
John from Cincinnati Bell
User-friendly interface, technology is current with a modern look. Useful apps for monitoring projects/communicating updates via mobile if out of the office.
As with any project management tool, you get out what you put in. When you don't have everyone on board with marking tasks complete/communicating project updates, the tool becomes less useful and can work against accurate tracking/reporting. Make sure those that are adopting the software are committed to keeping up with it.
Go into it knowing that putting in more work up front with setting up project templates, groups, etc. can save the team time in the long run and increase adoption. If you have people in the project group that aren't going to be committed to keeping up with reporting tasks/marking complete, you will struggle keeping accurate status reports.
Brad from Haley Marketing Group
Specialty: Advertising & PR
The program is extremely easy to use and ramp up time is quick. My team has been growing and it's nice to have a Project Management and workflow tool that new people can jump right into and use proficiently. I also like the notification system and alerts. They help to ensure everything gets completed on time and closer to budget.
The task view allows you to easily see what is due, when, so that priorities can be easily identified and work is completed by deadline. It's also easy for me to view my team productivity and use this as a tool to improve service and offer additional training where needed.
Really nice product.
There really isn't much I don't like about the product. If I was forced to say something it would be that sometimes I get booted out and have to log back in. That's really just because I leave it open in the background too long.
Make sure you choose something that is easy to use and implement. If there is a steep learning curve then your team won't embrace it and it will fail. Test out different options and read reviews! Reviews will help you identify the points of contention.
Jerome from Haley Marketing
Specialty: IT Services
Helps to keep things organized, very in-depth and detailed.
Sometimes the program is slow, and organization of projects could be simpler/more user friendly.
I think users should be open minded, but focus on the product's ability to function well and provide quality service.
Robert from Haley Marketing Group
Comprehensiveness of software.Design.I understand from others PWF support is responsive to changes.
The fact that the logout button is right near the link to change which staff member you are working with (in the header). Bad on tablets. The fact that so many features appear on hover. Bad on tablets. Slowness. Can't get to sub menus quickly without the main page for that section loading first (see above mention of slowness). Not very customizable - at least on the individual user end. Some places where there should be links (to a project, a task etc) there aren't - often requires many clicks. Needs to show a daily task allocation summary - including split time tasks. Needs to show a time allocation graph for tasks to be assigned - how many hours is someone assigned tasks is a bit question and a big time waster for us.
It is very easy to NOT assign something to someone. It is very easy to NOT enter to task title or name or dates. I don't know how alerts for this might work - maybe a daily summary of tasks without people or dates and a warning - right away, because otherwise the task isn't saved - when a title isn't entered.
Check out how customizable it is. Check speed. Use it. Try to see if you can do what you do now - and see if you can do more so you make your traffic management better
Linda from Haley Marketing Group
It does exactly what it says. It is extremely efficient. I would call it SAP for the design industry (and I have used SAP).
I'm not always sure I know when there will be update and revisions released -beforehand. That would be nice to know. Responses to messages in a task -when responded to at the project level - do not appear in the task (only if you view it in the project level). Pasting code in a message breaks it. No emojis.
Make sure you are actually using it before you say it doesn't work. Your entire team needs to buy in and use it - understand the necessity of a documented process and actually use it.
Brian from Haley Marketing
Product delivers what is expected with minimal loss of data entry due to pages reloading or needing to log-out.
Since it is all online, quickness is determined on internet connection and can hinder usage of the product.
Try and run this on the fastest internet you can to see what it can really do. Then run it on your network to see if you're okay with the difference.
Magezi from Haley Marketing
I can see all the tasks that I have assigned to me in a convenient inbox and I received prompt notifications when a new one is set up.
The interface took a little getting used to but once I knew where things were navigating the program was a lot easier.
I would recommend that the interested party have a clear idea of their objectives, company workflows and how their specific team dynamics work best. There is a lot that the program can do and it can feel overwhelming without being clear on what you want out of it and what it is exactly going to help your teams do or what current practices is it going to augment/replace.
Michelle from Haley Marketing
It's easy to use and for the most part, intuitive. I like that it keeps all the notes to our projects in once place that everyone can find.
I wish you could toggle back and forth between projects on the time screen. I also think it should be easier to add someone to a project.
How easy is it to use? How often do you get frustrated when you use it? How long does it take you to find something?
Matthew from Haley Marketing Group
I like that all of our communication is saved with the projects/tasks. Our projects have been running much more efficiently since we implemented PWF.
This is less of what don't I like and more of "what would I like to see." The three things I'd like to see the most are
1. When I receive a notification in my email of a message in PWF I'd love to see the details of that task included at the bottom of the email, and I'd like to be able to click on a link that would take me to that specific task. We have so many tasks in there that the link that takes you to the project isn't very helpful sometimes.
2. Also, it would be helpful to be able to attach documents to emails and have them added to the project, so when we receive an email notification from a designer we can do a lot of the work in our email without having to go into the software and finding the task etc.
3. I'd like us to be able to set up the amount of time a particular employee can have assigned for tasks per day and then just put a task in for them and have the software assign it for the next day they have that amount of time available. The process of going through that employees tasks to see when they have time is laborious and leads to mistakes. The way it is set up now it would be helpful to see how many hours are assigned to each person per day so we didn't have to add them up.
For some reason a lot of project management software programs do not work well for small to mid size businesses. When evaluating software try not to be wowed by all of the features that it offers and try to concentrate on the functionality that your business needs.
Krista from Haley Marketing Group
Ease of use to manage projects and creative team work flow. I use this product in different ways all thorough my work day and the transition is very easy.
Uploading files and coping code into task descriptions often erases the task description and breaks the window.
The support videos are a great training tool. Pay close attention to the software updates and the company is great at upgrading with suggestions from their users.
David from Haley Marketing
Pro Work Flow is very easy to use, yet very powerful management of projects, tasks, time and resources. We tried many other solutions before we found Pro Work Flow. Nothing worked. Some were too simplistic and couldn't provide real project management. Others were too cumbersome and added unnecessary complexity to everyone's daily work. Pro Work Flow provides an ideal balance of power and ease of use. It allows us to effectively manage hundreds of open projects across a team of more than 30 people, it makes time tracking a breeze, and it effectively organizes workflow for our project managers and creative team members.
I'd like to see better and easier reporting, especially for custom reports. I'd also like an easier (faster) way for managers to drill into projects on which they are not assigned. Often, as the CEO, I need to get into project details for projects where I'm not part of the team. If I want to see into these projects, I need to change the view to either all employees or a specific person who I know is on a project, and then go into the Project and tasks. I wish there was a way to access the project data as a manager when I am not assigned to the team working on that project.
Look at how you will integrate the software with your workflow. What we love about Pro Work Flow is that they system can be easily adapted to work the way we work (other software we tried forced us to change our processes to match their software). We have some team members who only work in the task view (mostly our creatives), we have others who main work in the project view (our Project Managers), and we have some people who get the best use from being in the time tracking view. With Pro Work Flow, we were able to look at how we wanted different areas of our firm to work, and then leverage the software to make each area more productive.
Natalie from Haley Marketing Group
I have been using ProWorkflow for almost a year now. It is very easy to use and keeps me not only organized, but also on time with all my projects. On one page, I am able to view all the tasks assigned to me in the order they are due as well as the time allotted for me to complete them. I can then click on a task to view more in depth details about the project as well as who else might be working on it or who the sales person is.
ProWorkflow is great with sending messages to project managers or other colleagues. Not only can you send it through the task itself, but when a message comes through your email, you can also reply through your email program. This is a huge help! Not as much back and forth between programs keeps me productive.
I do think it is difficult to search for previous tasks. In the past, I searched for a single keyword, that I know is in the task title, and the search comes up with nothing. I have never had the search work well for me, therefore, I do not use it. I will go through my timeline, clicking on previous days, until I find the old task/project I am looking for.
The company I work for is a marketing company. Therefore, sometimes project managers place HTML code or special characters in the task. This breaks the whole project and you can’t view the task anymore. If there was a way ProWorkflow could strip out formatting or special characters, that would be ideal.
Once you start using this software, you'll realize how much more productive you can be with projects and communicating details to others in your company. It is super helpful.
Maggie from Haley Marketing
The way we are able to organize projects, tasks, and schedules makes it easy to keep track of the work and communicate about projects across the company.
We have had a lot of issues with the program freezing and/or kicking us out and not being able to access the program, making it a challenge to track our work or view tasks for a period of time.
I would evaluate the per user cost, depending on the size of your company, and would also recommend testing the program to ensure that your workflow will be compatible with the style of the projects and tasks in this program.
Mark from Haley Marketing Group
Being able to see and manage tasks, projects, and notes all in the same space is great. Everything is organized relatively well.
Searching for completed tasks is more difficult than it should be and the whole process suffers on smaller screens like mobile. Also, if more than one person has to be assigned to a task, the timekeeping is a little difficult as well as waiting for both people to finish to close out said task.
Overall it may be great but little things that may annoy the user here and there could be the breaking point.
Maryanne from Haley Marketing Group
The timesheet page allows you to easily view your week's work at a glance. I especially like the rollover feature that highlights time billed to a specific task during the week.
This is my primary lifeline with my employer (I work virtually 100% of the time), so I also like the upload/download feature for documents.
I've had an intermittent problem where time records get dropped.
Use it a ton before you formulate an opinion - sometimes problems don't crop up until you use the more advanced features of the software.
Brad from Haley Marketing Group
Ease of Use and Efficiency. I have a busy workload and can't be bothered with tasks that take me away from supporting my clients. For billing and time management reports, ProWorkFlow helps me track my project time appropriately in a quick and easy manner, allowing me to get back to the core functions of my job and supporting my clients marketing needs.
This could be ignorance, but I would like more support materials on how to make the program even easier and more efficient to use. Admittedly, these resources may be available online but I have not seen them yet.
As a social media advisor with Haley Marketing Group, I offer social media support to 50+ staffing firms across the country throughout the day. Efficiency is extremely important to me and ProWorkFlow lets me track my project time in a quick and easy way so that I'm not slowed down with tracking time throughout the day and can focus on the core responsibilities of my job.
Victoria from Haley Marketing Group
Specialty: Advertising & PR
The intuitive interface, ease of use and ability for our team to begin using it immediately without extensive training was the biggest pro when we began using PWF. Now that we have been using it for a longer period of time, we have set up our processes, templates, and best practices and we would be lost without it! I consider PWF to be a business critical tool.
• Ease of use
• Ability to adapt to our processes
• Project and task templates – many of our projects are similar so having templates setup saves a lot of time and helps us get new employees productive faster
• Integration with email to update messages, communicate with team and clients
• Easily track time to manage productivity
• Different views into the project – for example a project manager can see the project with the entire team and all tasks but a web developer only has to see his tasks scheduled for that day
• API availability so we can bridge to our other systems
• Amazing support!
There are times that the interface can be a slow, particularly projects with a large number of tasks. It's minor in that you may wait a few seconds to load a page, but I need to give you some cons!
I also think their reporting could be improved but we get around that by creating custom reports and accessing the API to pull data out for more complex reporting.
Make sure it is intuitive and easy to use or your team will never buy into it. If you fail to get buy in, it won't matter how wonderful the product is, how super the service might be, or the amount of money invested.
Jannica from Sites2Behold
Specialty: Advertising & PR
ProWorkflow offers many features that are helpful when managing projects and clients. The customer service is excellent; tutorials are easy to use and feature requests are addressed. I appreciated the reporting features, the integration of invoices and expenses into the projects and the dashboard.
I could not get ProWorkflow to work our agency on a long term basis due to how contractors are handled. The role of contractor is too limited and the cost to add more team members was too high for our budget.
Check it out! I have gone back to ProWorkFlow over the last 10 years hoping it will work for us because I do love the product. Maybe someday our needs and their features will match.
Amelia from Amelia Woodbridge Consulting
Employees number: 2-10 employees
Good product that always worked, always up, always accurate!
Made it simple to keep track of my time and keep my projects separated and deadlines. Made management really simple!
Zachary from Forever Studios
The experience from the beginning is 5 star. Incredibly helpful staff, fully featured software and incredibly easy to use. What a find! After literally signing up for over 20 trials for project management software Proworkflow was the one I chose and I am happy I did. You can not go wrong here.
Shah from Pitch Box
ProWorkFlow is a great platform for anyone seeking a project tracking platform that integrates multiple parts of your sales and service delivery processes.
On the upside, there is very little it can't do in terms of keeping track of sales, invoicing, tasks, deadlines and team communication; they've basically thought of everything. A solid solution for architects and consulting services (legal) that deliver time-based invoices over long project timelines.
On the downside, the interface isn't as clean and pretty as others; a little like an excel spreadsheet surrounded by widgets. If you already have solutions you're happy with for invoicing (Xero/Paypal), communication (Slack) and data (GDrive/Dropbox) you will find yourself doubling up a lot and/or having to change the way you work in order to use just one platform.
Comprehensive features. Ability to set up complex templates for workflows.
The interface isn't as clean or graphic as I would like. I also don't like having to pay for features I don't use which made it expensive for me on a per user basis.
Drithal from Control Gap Inc.
Employees number: 11-50 employees
Proworkflow has many of the feature we are looking for in our organisation to manage resources, performance and workload. However the tool lacks many features as well and not customizable to suite the needs of our company. Some time has passed since our first review and based on the follow up review a year later, not many features have been updated/changed/added , e.g. locking of timesheets and comments , easy entry of expenses against a project, integration of calendar with Outlook.
Flow of the tool, captures all items required for Project management, budgeting, workload, etc
timesheet and expense entry way to complicated and hard on the eyes. Does not limit the resources to only see their projects they are allocated too, which makes it difficult for resources to review only their workload. Does not allow timesheets and expenses to be locked once submitted, which results in the risk of hours being edited once invoiced. Does not allow for mandatory comments against each time entry which is key for our consulting business and invoicing. Does not integrate with QuickBooks Canada online.
Would like to see the future roadmap and upcoming improvements to the tool.
Gloria from IPI
ProWorkFlow I have a few of our project managers use this with a few different companies. ProWorkFlow serves as ¿a solution for internal workflow and communication needs for many of our clients.
ProWorkForce Project Management tools. Has very comprehensive project management features, such as time tracking, and hierarchical controls. This Project Management tools does come in three flavors so depending upon your needs you are able to decide what works for you and the type of features needed come along with the monthly price.
The drawbacks to this system is that they do not have any Risk or Issue Managemen features like some of its competitors.
Lacks support in other major languages, which would be helpful if using in other countries.
Reporting we have seen can become a bit clunky . Several folks have difficulty configuring the reporting features.
Gabby from Keen
Always receive above and beyond customer service whenever we need it! They respond quickly and are always kind.
Everything, it's easy to use and is a great organizational tool. Helps everyone stay on the same page.
Robert from MediaWorks
Employees number: 11-50 employees
Really like the cloud based aspect of the tool and the ability to involve key stake holders from both the sellers and buyers teams with little efforts.
Ease of use once the project plans are complete. The ability to attached documents to a specific task is a nice touch.
The very repetitive nature of setting up a project plan, the software is not very mature in this area. There is no automation in assigning a starting date from the template and having the plan populate you dates based on the task duration in the template. No ability to plan out all tasks and dates in excel type software then import. The mobile phone app will not allow you to make tasks as complete, this is a major issue for those who really want buy in from their contractors!
Great customer support, plenty of help videos and almost instant response from tech support.
Daniel from United Voice
Employees number: 51-200 employees
Work are a growing, highly productive print studio / communications department that services both internal clients in our large organisation and many external clients. It is hard to find a Production Management System that is 'one size fits all'. But, for the most part, ProWorkflow is very diverse and adaptable. After researching and comparing ProWorkflow with other PMS's, this was the most comprehensive and adaptable to our needs.
We implemented ProWorkflow about 1 month ago and have not looked back. With the ease of an all-in-one space for us and our clients to lodge jobs and interact with projects and accounts, tracking, quotes and invoices and CRM. It makes our very heavy work load so much more manageable and accurate. Nothing can fall into the cracks of our frantically busy schedule and be missed with all deadline tracked. Clients no longer have a long delay to be invoiced via combersome manual processes between us and our accounts department, as this is now all integrated as part on our professional work flow using this system. Over all, it has fixed a lot of work flow issues for our very time poor, small team.
The support is great. The training, general customer service and support, and follow up (yes - actual follow up) well surpasses my expectation of online software - in fact any interaction I can think of to do with software or online service.
They are always taking on board my input to better the software to make it more flexible and adaptable as best they can, and are often updating and bettering the system.
So far - really good.
- Comprehensive, adaptable all-in-one PMS.
- Easy and quick to use.
- Great Support.
- Lack of integration between project / project request data and quote/invoice data.
- Unable to have multiple companies for the one contact.
- I know this is first and foremost a PMS with some accounting tacked on. But, the quote/ invoice data base could be more comprehensive and refined. Would really like to see the addition of a proper price list / cost data base where you could manage line items at the cost unit price with with a adjustable margin to come to the sale unit price. Really would help when managing hundreds of items / products Profit / loss margins etc.
Inga from tinyFrog Technologies, Inc.
Employees number: 11-50 employees
The support staff is amazing! They reply quickly and with solutions to anything we have needed so far.
Ease of use - organization, etc.
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.
Much better than the other systems we have tried to date!
Heather from Del City
Employees number: 11-50 employees
For a long time my company didnt want to spend any money on project management and insisted that an excel sheet tracker was "good enough". I complained and researched, finally finding PWF. It had everything we needed and more. The stuff we didnt need wouldnt be a hinderance either. I work in house so we dont need to do any billing or invoicing. After doing some time saving analysis and working through a trial period I finally convinced my company to subscribe. I easily set-up the account details and the PWF team helped us separate the accounts into our 3 divisions. Each division is able to manage their own sites and job lists as they see fit which is also a huge benefit because we all have slightly different job sets. I even labeled my division header with "Project Sanity Site".
Easy to use, and very customizable. We can track all of our jobs and keep a record. I am able to track my time so my coworkers understand how long a project can take. (Its not really magic!) I made job templates with key information so that my clients dont forget details, each type of project as a different template!
By far the best investment in time saving and job tracking.
Micah from MiSAFE Solutions Pty Ltd
Employees number: 2-10 employees
ProWorkFlow has turned out to be the perfect application for my consulting business. I manage short term systems implementation projects. I needed a feature rich system that allowed me to share the Project Timeline and Task list with anyone I assign. I also needed all assignees and myself to access the system from anywhere rather than on a spreadsheet. Great service. Great looking product. I highly recommend this product.
Feature rich. Looks great. Easy to use. Good for my business.
There isn't much that I don't like about it. Maybe allowing for 2 staff on the basic pricing package.
Meeting agenda, and having the ability to pull a full report that includes the Timeline and Basic Task list together into one PDF document.
Cheyenne from MusclePharm
Employees number: 51-200 employees
It originally started as a tool for our design team so that we could manage all incoming project requests.
Previously, we were working with an excel sheet and were having problems seeing the bigger picture. If we received a project that was high priority with a short deadline, it was difficult to see what work could be reorganized to get things done.
PWF gives us the opportunity to see everything going on and we've actually started using it for our entire marketing and product development team.
It's opened up communication and provided a central place for everyone to receive and provide updates so that we are more aligned with events and product launches.
I love the ability to see everything that is going on within our team.
The only thing we'd change is making it easier to push dates on tasks collectively when an entire project shifts on our timeline.
Alberic from WKTS
Employees number: 201-500 employees
PWF has helped us in supporting the Projects we have conduction with our customers. communication has been easier, and the project follow up is easy. tasks are easy to manage but drawback is they are too simple some times to get a good view on some activities.
Projects info container is good enough for a closed project
managing projects in PWF is not extra work but embedded in the workflow so reporting is accurate
resource management gives some indications about the availability of staff
easy to use, on boarding users is simple.
videos / support are very efficient
Tasks are too simple and need to be adapted to incorporate more options
no inter project links for several project dependencies on task level
Alex from Big Boy Websites
Employees number: 2-10 employees
We've been using PWF for about 6-7 years and love it, it's easy to use with heaps of customisation. We love the templates for setting up regular similar projects. The ease and multiple ways for my team to track their time...
Easy to start jobs with templates, easy to track time and track job status
No iPad app ... That could help
They have managed to take something complex and keep it running simply
I've used this tool before, a few years back. They've made some improvements since then (and have more in the works to come). I'm impressed it is so versatile and fits just as well with my new company's workflow as my previous. Customer service is stellar, and it's pretty intuitive to navigate once you get a tour. Looking forward to using this tool again.
It's not hard to come up with pros:
*Great, responsive service, especially considering they are based in New Zealand (NOT Australia!)
*Flexible options allow you to give access to clients and contractors without additional charges.
*Gantt charts and reporting for those that love charts and stats.
My cons are pretty use-case specific:
*I wish it had a ready-made ZenDesk integration, but that's not a deal breaker. Zapier to the rescue!
*The upgraded plan has great features, but has a minimum of 5 licenses. Can be hard to justify for tiny teams.
Made for web designs, developers and anyone that has a lot going on!
Here's a quote "Nathan and I rarely get excited about project management software but..... we are enjoying ourselves!!!!!"
Proworkflow makes an easy and fun job of everything. From creating quotes, to easily converting them to projects and tasks, then creating invoices from time, quote or just on the fly.
We've tried a huge list of systems over the years and in these early days I am incredibly impressed.
Feels like it was built for us - we're already saving time and energy.
Task and projects - we're working differently due to the software, much better in fact
Messaging we have yet to use but it looks very good
Xero integration is excellent!
Reports I have hardly used but also look excellent
None yet! Everything is easy and clear and all the issues I have come up against have a good solution.
Nick from InnerWorkings
Employees number: 1,001-5,000 employees
PWF has been a great asset for us to have easy access to all client projects and track where those projects stand. We've been able to tailor the project briefs, project tasks, and project schedules to work effectively with a wide range of project types.
All project communication and files are in one place;
Easy to find previous jobs for reference when planning;
Customer service is always very friendly, efficient, and helpful
Reporting capabilities aren't as easy to adjust as project briefs, tasks, and schedules
I've been looking around for all-encompassing project management systems for over 2 months now. Invariably things are missing, part-baked or an additional cost. ProWorkflow was the exception to the rule as it has it all beautifully interlinked and comprehensively covered.
Time tracking, desktop widget, phone image uploads, contact management, project (and task) templates just for starters - amazing. Well done!
Where to start?! Let me first say that the customer service has been beyond anything I'm used to experiencing. The fact that, within an hour of my contacting support, they had tracked down and installed my logo AND branded my account without me even asking - made a huge positive impression.
The amount of online videos which guide you through how things work is great, along with the interface itself being very intuitive.
I love the fact that the mobile apps are free and really support constant usage of the website and help to get the maximum from it.
The ability to add as many contractors and/ or clients a you like or need removes the restrictions imposed by many other Project Management systems and allows you to concentrate on delivering projects.
It can be a bit onerous to setup, simply because there is so much of the behemoth to configure to your business - but I believe this to be a one-time investment of time which will continue to reap rewards long into the future.
Our marketing agency had evaluated time tracking tools in the past and ended up scrapping the tool shortly after installation due to lack of support from the vendor. It was a significant time and money investment that was essentially wasted. With that history, we approached a new tool with great caution and extreme due diligence. Unless you are going to hire developers and build your own solution, there will always be compromises and a constant state of development and upgrades. We started with a list of 50 vendors, whittled it down to 5, and ultimately went with ProWorkflow.
The PWF team is stellar. Beyond stellar really. From the get go, our contact Ivan was incredibly patient with our extreme due diligence. He was readily available to understand our needs and answer questions. Besides being impressed with the platform, we were very drawn to the lack of implementation fee or contract. Highly unusual compared to the other vendors we evaluated. We loved this commitment to happy customers and they have more than proven that they are interested in happy customers. Our Implementation Specialist Dena has been super helpful in getting everything set up correctly. Our Support Specialist Jack is easily accessible and often answers questions with a quick screencast which is super helpful.
The platform itself is easy to use and the internal team has migrated to it well. We have set up over 20 project templates which has aided our project team tremendously saving time creating schedules and making the steps relatively consistent between projects. The design team loves having fully built out schedules with clear expectations and deadlines.
One compromise we did have to make is in regards to reporting. Due to client agreements, we cannot give financial visibility of projects to all team members and the advanced plan didn't work for us as we have resources that span multiple clients. This has left some managers without the ability to pull their own reports which took some getting used to but they are adjusting.
• Support. The PWF team is the gold standard of customer service!!
• Using the platform has broadened awareness of what it really takes to complete a project (both from a time and budget perspective)
• Ability to estimate jobs prior to work commencing
• Project templates
• Organization-wide project visibility
• Project and task visibility increases accountability because resources and deadlines are clearly articulated.
• Scalable platform
• Unfortunately we cannot give all team members visibility to the reporting features due to client confidentiality reasons. It puts an extra burden on the admins to provide reports (which is totally manageable at this time) but ideally you could set reporting permissions on a client level.
Kelly from Laser Spine Institute
Employees number: 1,001-5,000 employees
Our large marketing department was having issues with workload balancing - swinging from overtime to downtime. Because of our poor workflow, we were also missing deadlines.
We used PWF to solicit accurate time allocations from designers/writers, created task templates that clearly outlined our timeline and allowed us to set reasonable expectations for clients, and used several of the report tools for executive reporting and team member reporting.
We are now much more efficient, streamlined, and have also used our new reporting tools to request additional budget/resources from management.
Great for resource / workload balancing
Great reporting tools
Easy and intuitive to use
Fantastic customer service
Timeline/Gantt chart is difficult to download/manipulate
Holidays/PTO need to be tracked manually
Not efficient for document storage