Marketing Traffic Manager

In my role as administrator and marketing traffic manager, I have used Robohead in all its versions since 2011, while at two different companies. Robohead gives me the tools I need to do my job in overseeing all the department's projects, deadlines, resources, and tasks, from start to finish. The basic construct of the project is very good. Functionality, we're able to categorize a job as a request or project, and to easily identify whether it's active or archived. All our projects are entered here, and all related files are attached to their projects. The library is a place where we store the most sought-after assets. I customize reports to suit the needs of our three weekly project meetings. Fortunately there is enough flexibility built into the filtering that we can always generate a meaningful report, or at least one that serves as a baseline, a starting point. To me, the key is defining your project fields such that you can sort, filter, and report out on the most important information you manager or associates would ever need. One of the biggest selling points for us is the review process and its related functionality. It gave us the platform to reach out beyond our internal marketing group to other teams in the company or elsewhere, and to be able to capture everyone's input in one space. The notification process has gone a long way in making Robohead as functionally practical as it is. I think it might still be a little too complicated, but it's an effective communication and audit tool in the system. No software is perfect, however we appreciate that the developers are continually working on Robohead. What would make the application incredible is dynamic scheduling of some typeWhen schedules get behind, it takes considerable task management on my part to ensure that due dates in everyone's My Work are updated and meaningful. Also, I'd like to see one function return'actual versus projected task due dates.

Pros

Flexibility - you allow the user (administrator) to easily manipulate the system to suit our needs.

Cons

No connection between task predecessors and tasks displayed in My Work. Users don't look at the bigger picture, so if a job is running behind there is no way for them to know that unless they go into the project itself. Most users rely on My Work, and that doesn't always sync up with reality. Requires manual intervention by someone to always be manipulating the tasks.

Project Management and More

Robohead not only acts as a solid project management tool, but the benefits of reporting has been instrumental in supporting the need for justifying new staff in addition to demonstrating work volume by department teams and team members. When all embrace the system, it allows for consistent workflow that keeps project moving smoothly. While no system replaces communication, Robohead provides functionality that allows for collaboration, documentation, approvals, archive retrieval, searching and other processes instrumental in a successful workflow. When issues occur, the support team is prompt to respond and speaks in easy-to-understand language to resolve the issue.

Pros

Reporting capabilities
Review functionality
Having notes snyc with emails

Cons

Customizing Task schedules (adding or removing Tasks and inefficiencies)
Having no way to assign delegates for team members during absences

Great tool for a daily project management use

RoboHead is our main project management tool, it is easy to use once you had all your forms set-up. We were able to import all our data from our previous management tool which has thousands of project information since 2001.

Pros

I like the wide arrange of options RoboHead has. We had been using it for a couple of years and still finding new things we can do with it. The file review process is so nice, especially if you have many reviewers, Robohead put all the comments into one file and that help us save a lot of time and be more efficient. You can control all the aspect of the review process on one screen (who has replied, how many comment you had received, due date, reminders, notes, etc.).

Cons

We can't customize how a form result is printed. You get an excel file that has to be formatted and that is very time consuming.

I really could not do my job without the help of RoboHead.

It allows me to be the very best at what I do. I have come to rely very heavily on the notifications from RH to keep things moving.

Pros

I like that what I see, how I see it and when I see it is up to me. Notifications based on preferences is awesome! Auto notifications help me stay on top of 100+ projects at all times. Also RoboHead has the best help feature I've ever encountered. If you can't find the answer or a video about your question, the help desk team is extremely responsive to questions and will always keep you posted on their progress.

Cons

The one thing I think is missing is that you can't connect a task to the actual action to be auto completed. For example, if you have a task to approve a review and you do click "approve all" it would be great if the task was automatically marked complete.

Experience has been great overall. Great technical support!

Pros

One of the main things about this program that set it apart from others we vetted was the scheduling as well as reviewing capabilities.

Cons

- Could be more robust markup features/tools in the Review (ex: Adobe markup capability)
- There are too many ways to do/view the same thing such as say Setting a Task status, this becomes confusing to a lot of users because the mark a review complete and think that they have completed their task but they still need to clear their task as a predecessor
- The Tabs on the left (ex: Campaigns, Notes, Reviews) should be customizable viewing like other columns
- The Priority list View in My Work should have dynamic column headings to sort tasks by due date like it is able to do in Sort ListView not just dragging and moving tasks into position

Great for a Marketing and Communications Team

Our team has used Robohead for over 5 years and we are expanding it to multiple teams. Its easy to implement and very flexible to set it up for the needs of your unique processes. Its the right blend of easy to train and use - yet has enough depth to manage a team and multiple projects at once. Reports give you visibility to your work and options to measure it. It's pricing plan is affordable. My biggest kudos go to my account manager - who is always responsive to my needs and the support team who respond immediately. I would recommend this software to anyone that needs to turn chaos into organization.

Pros

Ease of setup, ease of training and ability to customize to your unique needs

Cons

Would like a few more enhancements and communications about upcoming enhancements in the pipeline

Best Project Management Tool Out There for Creative and Marketing Teams!

I've been using Robohead for over 10 years now. During that time, we've looked at other PM platforms just to make sure we were keeping up with the times but no other option has ever compared to Robohead's ease of use, functionality, intuitive interface, and customer support team. The tool is really easy to use, even for new associates. Any program like this takes some getting used to but the learning curve on using Robohead is really short. On a daily basis we have over 200 projects in Robohead, so needless to say we need a tool like this to keep everything on-track. Robohead is the tool that keeps us organized and productive. We never have issues with the program itself and when ever questions arise, the customer support team at Robohead is super knowledgeable and very responsive. If you're looking for a PM tool for your Creative or Marketing team, Robohead is your best bet!

Pros

ease of use, reporting

While at first it can seem convoluted, once you dig in deep, you will realize how feature-rich it is

Pros

What I like most is how detailed you can be on every project. The ability to divide projects on multiple levels (from campaigns to individual projects to individual tasks) and gate them based on what task has been completed is incredibly helpful. Also, the reviews section is set up in such a way that makes collaboration very easy (the ability to compare and contrast multiple versions of a document along with their related comments makes it very easy to track changes and make new revisions)

Cons

The interface is not incredibly attractive, and when first getting used to the software, it can be hard to find what you are looking for. If there are a lot of people making notes on a project, it can be kind of difficult to follow the hierarchy of the thread (It would be better if you could organize notes by users).

Great for Marketing Groups

Pros

Accountability for your team, web based, easy to use. Customizable & flexible. Customer support is quick and responsive.

Cons

This last update changed the way the Dashboard and Product detail pages look (format and layout) I really don't like the new look and it's harder to read and find what I need. I would go back to the older version in a heartbeat. Changing something for the sake of change is not a reason to make changes. The majority of software companies have this same problem. They think they have enough input on the new "update" but they don't and they jump in based on goals and deadlines instead of asking. DO WE NEED TO CHANGE THIS? WHY AND IS IT BETTER THAN BEFORE?

Keeps me on track, eliminates email madness

As a marcom manager, I work with various vendors to accomplish our project work. Before Robohead it was a constant email search to find the latest version attachment or refresh my memory on project status. Robohead is easy and flexible - you can develop a highly detailed campaign brief or simply open a project and associate tasks, receiving an email reminder at due date. When you're juggling numerous projects and priorities, it's great to have a one-stop destination to refresh on project status and do easy on-line reviews of work in progress. My designers won't start work on a project without a Robohead entry! I've used Basecamp - which is a great solution, but Robohead is so easy and accessible and a bargain for the price.

Pros

Ease, flexibility of use
Love the review mode - make revisions and the vendor is alerted
Can share reviews across the team without forwarding attachments
Eliminates need for email attachments and finding most recent version
Love the library where even very large final files can be uploaded and shared

Cons

I've had some issues with functionality (not saving the content of a project summary) but believe it to be browser-related vs. Robohead platform