Customer support throughout setup and launch was excellent with a product specialist available onsite, phone and web-conference to help train our team and customize our environment.

Ability to use for multiple solutions in addition to Agile Project Management. I've been in the business for over 30 years and Clarizen Customer Care in the best I've experienced in a very long time.

The reporting suite is also very good and there seems to be a keen drive to continually improve the product.

It is an amazing project tracking system, has help us to improve the tracking of our projects and avoid delays.

The licensing model is confusing, not as advanced as Salesforce.

No integration with QuickBooks online Canada. No customization allowed with this tool.

Given its complexity, it is still very approachable and you can start using it right away, adding the more advanced features as you go.

No option for capturing project expenses against a project. Difficult to enter in dependencies, very repetitive task, rather than allowing for templates to be used.

The core PPM capabilities of Clarizen are very strong, but the biggest game change for us has been the 'custom objects' capability.

We researched for the best project management software app we could find and ended  up at Clarizen. It has the best features and an easy to use interface.

Super reporting capabilities. Use can create custime views which can be used for Project Meetings.

Excellent Value for money and user friendly staff.

Working with Clarizen is always easy, they are incredibly helpful and their Professional Services support is outstanding.

This has got to be the most important consideration in my opinion. There are many great features of Clarizen, the API, interact, social collaboration and much more.

Super easy to track and submit hours, including setting up as many projects as necessary.

I love the simplistic, yet advanced tools this platform provides. Clarizen has made project management easy for me and my team.

We needed to evaluate how we could best deliver a quick first time to value for our customers on our implementation team.

The new native mobile app is great. Customer support, access to training and, professional services are all excellent.

The licensing model is a bit awkward when adding licenses to an existing account. The Gantt functionality is outdated.

I just love the tool because of its social media integration capability, the realistic information which the software provides is just awesome.

You can assign the resources for a project easily, see their advance and request progress report.

As a PPM, there are still gaps (as of this writing) in some basic PPM functionality. The most glaring to me is the lack of Capacity Planning functionality.

Overall, so impressed with this platform. Excited to learn a ton at Clarizen @ Work to help tranform our company.

Cloud based , good collaborative environment for project management activities like plan and workflow. Cost effective solution.

The vendor is very nice to deal with from a sales perspective, as well as with training. We are very pleased with Clarizen and will continue to use it after our initial subscription is up.

The most important thing that impressed me is the proximity of the Clarizen team. They are quick with to the point answers, very accessible and open to listen to your challenges.

We have used Clarizen for years and recommend it to all our clients. We are always asked for solutions that integrate with Salesforce.com and now we have a solution we can refer with confidence.

Its capability to be applied for wide applications and the customer support.

It was a disaster switching to Redbooth, and it was a major upgrade from Basecamp. Maybe it was too big of a jump for a smaller organization.

In short I would say it’s a great intuitive application to form new profitability reports and to create meaningful collaboration.

Winteam is a good scheduling tool to ensure that your employees are in compliance with the requirements of a site.

We like the ease of use and functionality of Winteam. It helps us to reduce costs such as overtime and to manage our workforce efficiently.

Completing the billing and also the ability to email invoices automatically on creation is awesome. You just have to make very sure you do things exactly or it is a mess.

Most questions can be answered with online help. So easy to use that help is rarely needed.

I really enjoy using the WinTeam system and the integration and efficiency we get from it. Customer support and account management is fantastic as well.

It can be limited on individual personal preferences.

Very good at solving quick issues, not always great with more complicated questions/issues.

It has saved us a great deal in time and especially money as we now do all our payroll in house. Our support team is very helpful and responsive.

The best thing about WinTeam is that it was designed with facility services companies like ours in mind.

It's relatively easy to use, lots of integrations with various applications. The software works well and functions cleanly.

My #1 pro for Winteam is the outstanding customer service our company receives. No matter what the problem, if I've ever had an issue, it has been solved or addressed the same day.

Global bill rate update is non existent unlike the pay rate update.

I love their customer service - they have an excellent response team to help with any problems that arises.

My overall experience with WinTeam has been pretty positive.

Using Win Team for accounting and job costing.

Lack of customer centric portal. Customer should have a level of access to view certain items such as schedules.

Win Team is the best accounting software that I have ever used.

When new modules or features come out there is no training.

I like that the payroll is managed all within the same system and ties directly into the jobs. Also customer service is always available and willing to help.

Challenging to implement and learn. Once an invoice is posted, difficult to make a change to the invoice.

It is user friendly and easy to move around in. Entering data is very simple.

Winteam is very easy to use and new employees can learn it quickly.

Losing the printers connection way too often. The inventory for the distribution side of our business does not track and update as with other systems.

US Dollar

Planview Clarizen is an award-winning enterprise work management solution for project portfolio management (PPM) and professional services delivery teams. 
The solution enables PMOs, EPMOs, PSOs, and ESOs to gain real-time visibility across all their work, automate workflows, proactively manage risks, and deliver greater business impact.
Key capabilities include: 
•Collaborative project management
•Project portfolio management
•Resource management and capacity planning
•Demand management and prioritization
•Document management 
•Reports and dashboards
•Email and mobile collaboration
•Time and expense tracking
•Project budget tracking
•Team collaboration     

LongDescription

Commenting/Notes

Real Time Analytics

Deadline Management

Milestone Tracking

Project Workflow

Forecasting

Status Tracking

Idea Management

Time Tracking

Project Templates

Customizable Reports

Proposal Generation

Access Controls/Permissions

Activity Tracking

Charting

Progress Tracking

Workflow Configuration

Task Scheduling

Change Management

Portfolio Management

Project Planning/Scheduling

Timesheet Management

Project Management

Task Planning

Approval Process Control

Gantt/Timeline View

Projections

Resource Management

No-Code

Calendar Management

Integrations Management

Customizable Fields

Collaboration Tools

Assignment Management

Data Import/Export

Risk Management

Multiple Projects

Resource Allocation & Planning

Testing/QA Management

Configurable Workflow

Project Time Tracking

Cost-to-Completion Tracking

Mobile Access

Planning Tools

Dashboard Creation

Requirements Management

Skills Tracking

Resource Request

Capacity Management

Real Time Data

Agile Methodologies

Issue Management

Resource Scheduling

Utilization Reporting

Role-Based Permissions

Client Portal

Real-Time Notifications

Forms Management

Graphical Workflow Editor

Workflow Management

Project Accounting

Real-Time Updates

Project Tracking

Percent-Complete Tracking

Budgeting/Forecasting

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Traditional Methodologies

Task Editing/Updating

Data Visualization

Time & Expense Tracking

Reporting/Project Tracking

Estimating

Customizable Templates

Business Process Automation

Billing & Invoicing

Create Subtasks

Dashboard

Expense Tracking

Real Time Reporting

Kanban Board

Compliance Tracking

Budget Management

Reporting/Analytics

Recurring Tasks

Progress Reports

Prioritization

Customizable Dashboard

Task Tagging

Quotes/Estimates

Project Planning

Task Progress Tracking

Third-Party Integrations

Task Management

Document Management

Search/Filter

Clarizen licenses are per user per month starting from $45/user/month. 

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

51-200

201-500

501-1000

1000+

Planview AdaptiveWork

In Person

Live Online

Webinars

Documentation

Videos

WinTeam is a cloud-based enterprise resource planning (ERP) solution, which helps janitorial and security service contractors manage the productivity of employees and handle financial operations. Features offered are attendance tracking, budgeting, bank reconciliation, real-time updates, benefits planning, and reporting.

Accounting and financial management
Comprehensive financial data from accounts receivable/ accounts payable, general ledger, fixed assets and job costing gives you a full picture of your profitability down to the job level. Since financials are integrated with timekeeping, payroll and other operations data, processes are seamless, driving efficiencies across your organization. Optimize your payment collections with our integrated, secure online payment and credit card processing tool, WorkWave Payments, for reduced PCI risk and strengthened cash flow.

WinTeam’s job costing capabilities set it apart from other solutions on the market. Using detailed analytics from shared data within the system, WinTeam provides clients with the ability to understand profitability by job site. WinTeam enables you to allocate labor costs, payroll taxes, workers compensation, general liability insurance, umbrella insurance, supplies, materials, fuel, vehicles and more by job. This helps our clients understand which contracts are profitable for them – and which one’s aren’t. 

Operations Management
Scheduling keeps your operations running at maximum efficiency. These modules do the heavy lifting involved in the operations management of service contracting companies. Work and personnel scheduling includes flexible tools and real-time information to manage your distributed workforce and contractual obligations proactively. And, with flexible self-scheduling features, your field-based workers can pick up work opportunities without bogging down your supervisors with additional scheduling tasks.

Quality Assurance
There are great quality assurance solutions out there, but none of them are a standard part of a holistic financial, operations and workforce management system — except ours. Our Quality Assurance solution enables you to do four things: create flexible question-and-answer templates, collect responses, act on deficiencies and share results. With weband mobile-based components for your distributed workforce and your customers, your inspections and evaluations are simple to deploy and follow up on, making exceptional customer service a no-brainer.

HR and Payroll
One system of record for all employee information. Endto-end insurance benefits management and enrollment capabilities. Industry-leading Affordable Care Act compliance tools. WinTeam’s Human Resources and Payroll solutions can take the headache out of tracking employee information, administering benefits and paying your people right the first time. One system for employee, timekeeping and payroll data means that your payroll processing time could be cut in half. You get continuously updated tax information to comply with state and federal tax requirements. Plus, you’ll save thousands of dollars in staff time and material costs by eliminating paper and postage all together when you use our web and mobile solutions, too.

Key features: 
Work scheduling
Time and attendance
Personnel scheduling
Reporting and analytics
Payroll preparation
Payroll processing
Job costing and labor budgeting
Employee self service
Mobile app
Communication visibility
Human resources
Inventory, equipment and uniform management
Employee information
Bidding and estimates
Quality assurance and inspections
Integrated payments
Customer self service
Invoice and billing preparation
Accounting and finance
Customer and job information

WinTeam supports API integrations with multiple third-party applications such as ADP, Avalara, FileBound and more through an API infrastructure. 

WinTeam comes with mobile applications for iOS and Android. Pricing is available on request and support is provided via phone, 

Planview AdaptiveWork vs WinTeam

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