Projecis

RATING:

4.8

(10)
Overview

About Projecis

Projecis is a cloud-based project management solution designed for businesses of all sizes across various industries. It helps project owners and stakeholders manage projects, create knowledge bases and handle communication amongst their team members. This solution offers project collaboration, access management and knowledge base management capabilities within a suite.Projecis' project collaboration module allows users to track the progress of their projects with the help of Gantt charts, scheduling and calendar management. Users can also maintain file databases, share files and manage communication via phone, VoIP, email and in-system posts and documents, among others. Projecis’ access management module allows the project stakeholders to control and man...
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Projecis Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for Projecis

10 Reviews

Olivia

Non-Profit Organization Management, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2020

An efficient Program Management solution

Cost and time effective project/program management solution. They offered an extended free trial.

PROS

There are many functions. My favorites are the ability to quickly assess my own project activity as well as that of the project teams. Additionally, they have a secure video conference/screenshare tool to schedule a meeting or to meet ad hoc. For a meeting, one can easily assign action items/delivery due dates to individuals that will track within their dashboard and also designate an owner of the minutes. Very easy set up of Projects and Files that includes adding individuals within roles and access levels. I receive a daily summary of whichever projects/action items I am following.

CONS

At this time, there isn't a feature that is missing. They do have a very customer service oriented team and will be happy to bring up any in the future.

Reason for choosing Projecis

Additional functionality. Quicker Admin Set-Up as well as customizations can be done by the individual.

Steven

Pharmaceuticals, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2020

Projecis Review - A Contract Research Organization Perspective

The major business feature is the industry compliance (21 CFR Part 11 / HIPPA) as Clients need to be assured their documents are in a secure environment. Also, the level of control of access to the system provides additional comfort that only authorized individuals can access the correct projects (folders).

PROS

Importantly, this software is 21 CFR Part 11 and HIPPA Complaint. This is fundamental to working with "Essential Documents" in the Clinical Trials setting. The way the system can be constructed for a given project is very similar to folder structure in windows, with multiple folder levels. In a dynamic clinical trials setting where your documents are live and constantly change, the uploading of new versions of documents and the maintenance of historical versions is perfect. Also, the sign-off documents (e.g. for confirmation of training) is a very valuable feature. e-Sign off covers many other aspects, not just training. Above all, the security of the documents from a client perspective (per opening comment above) is extremely important.

CONS

The only challenge I face with the system that I would be grateful if it could be managed is that to move a project (folder) you need to set up an identical folder in the new location and then migrate the content files from one folder to another. Dragging and dropping folders is not possible as I understand the system right now.

Pavel

Used free trial

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

4

Reviewed September 2015

Tool under continuous development

In our CRO we use this system for 1. monitoring visits planning and vacation capturing 2. site visit report revision/finalization and upload of final versions of confirmation and follow up letters and reports - as PDFs Comments: I generally like this tool, it is simple (for me) and I am able to use it for above described tasks. It is also quite stable tools but not working on all platforms (old browsers versions) - HELP - online help certainly improved (but I believe it is still not covering all topics ' e.g. lock file') and it describes new features - however not available as document (or did I miss something?) - Calendar - Filter assigned OFF by default (I did not find in settings how to set in On by default as this is the feature I am using) and the system does not remember this setting so next time I have to again select this filter - Calendar - when placing e.g. new event (for example vacation) with certain date(s) it always shows up in Calendar shifted by one day ' rather annoying - Calendar ' ADDING NEW EVENT - is not straightforward as events can be entered simply by clicking on the calendar date but tasks through task menu. And we use TAKS for tracking monitoring visits as progress can be completed in TASKS but not events. - Notification about new version uploaded is not received (only when new file is uploaded I am receiving notification) - TASKS ' cannot be sorted by Assigned to and other parameters (task summary) - we are running three protocols so the filed task summary serves for distinguishing among them - File Revision process not easy to understand for less skilled people - No export/print tool for TASKS, MILESTONES, CALENDAR etc. according to various parameters e.g. sorted by month, task summary (full or partial text) , assigned to, months, '. ' - no possibility for batch operation (such as marking multiple tasks completed etc. ) - No possibility to set some fields/properties as mandatory for completion (in calendar/files ') - a bit more detailed was how to set access rights ' for individuals within groups Note: Some of my comments can be already obsolete as I did not have time to check all pages in online help.

User Profile

Hasbullah

Verified reviewer

Telecommunications, 5,001-10,000 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

4

Reviewed December 2021

Effective in project management

PROS

Projecis is packed with many feature that are very helpful in managing a project with my project team memebr.

CONS

The task sharing process is quite confusing to be used. After a few week of try and error, i have manage to make it work with my working style.

Saira

Biotechnology, 2-10 employees

Used monthly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2020

Porjecis - Great product & customer support

Our overall experience with Projecis has been excellent. Their customer support is probably the best we have had with any other software product.

PROS

We have been using Projecis to house and share our due diligence documents. We feel very confident about the security of our data room. Using Projecis is very intuitive and simple which is the best aspect of this product. The system is designed to gives us the ability to assign various level of access to internal and external collaborators on different documents/programs. Calendar and Chat features enable the user to setup meetings and allows quick communication among the team members.

CONS

There is a small learning curve to the role of administrator, which is mostly due to the different layers of security but it's smooth sailing, once you get a hang of it!

Kristi

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed September 2015

Great Platform for Project Transparency

We utilize Projecis software as a document as a platoform for document sharing, review, calendar transparency and communication tool. Our clients love that can see where their team is at a glance! The software is easy to use and the Projecis staff is amazingly quick to assist with any issues. In fact, they like to hear suggestions on improving the user experience and they implement suggested changes if feasible. Agility Clinical relies on Projecis for electronic audits as well because we can protect our documents with ease while allowing auditors access to the documents they need. Projecis is part of our daily busines life!

Brian

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed September 2015

Revolutionary tool for La Jolla Country Day School

Projecis has revolutionized the way we collect, interpret and report the data involved with enrollment management. From the enrollment dashboard to flexible ad-hoc reporting, Projecis has provided us with a cutting edge tool that will allow us to efficiently identify and analyze trends. This will help shape future decisions surrounding the retention and recruitment of our students. The customer service we have received from the team at Projecis has been truly phenomenal. They are responsive, flexible, compassionate and extremely patient. Their service is second to none.

Inez

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

Reviewed September 2015

Using PROJECIS as a CRM as well as a means by which we manage data associated with our customers.

Pros: The efficiency of this system has cut reporting time down from days to minutes. Allowed us to use reporting tools for data analysis more effectively. Working with the PROJECIS team is a joy. They epitomize the best in customer service. Cons: PROJECIS can still be difficult to navigate at times with many clicks to arrive at your goal. Some of the interfaces are not intuitive enough.

Glenn

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed September 2015

A Lot of Features for the price

The system has a lot of features under the hood so I have to only manage one platform versus a whole bunch of separate ones. Woohoo! It provides great flexibility and security of information. Watch some of the videos, or better yet, ask them to do a demo for you. It'll help you hit the ground running.

Ellen

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed September 2015

The software is useful, and the vendor listens to our needs and updates the software as appropriate

Projecis helps all members of our project teams communicate and share documents, regardless of their geographic location. We've used Projecis for projects to enable team members across multiple continents work effectively together.

10 Reviews