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So frustrated by our project management software, which shall remain nameless. They are rolling out new subscription models to "make room for new features" yet can't seem to fix the most basic of issues out there. Things that are considered part of doing business for SaaS these days.
Mobile friendly design so you can actually use the CRM functionality in the field when you need a phone number.
Custom fields so you can make some meaningful workarounds where needed.
Reoccurring tasks and expenses so we don't have to calendar these independently and fear that they slip through the cracks.
Not too much to ask in my opinion.
What's everyone using, how do they like it? And is it truly a company that continues to grow and improve their product not just roll out a "new feature" that is simply a new view of old functionality? Because I've already got that!
We customized our own project management system in Podio and while it was a little bit of lift to get started because we created the environment, we're SUPER thrilled with how it's working for our company. We were able to customize everything based on our how our process works instead of having to change our process to accommodate PM software. And there are no "new feature" rollouts because the system is just for us. They were also really helpful in getting us started and walking our staff through how we could set things up.
Up to this point, we have used a combination of 3-4 different products bundled together; but that Frankenstein approach is no longer going to work for us. Have been researching and am strongly considering Workamajig. Would be interested in hearing about any positive or negative experiences with them
Hi Steve. I am ALL about reverse engineering when choosing a program. Better to have the software work for you instead of the opposite. Happy to have you call me and bounce your needs off of me as I work withe the four principal programs in the industry. Sincerely, Vince Dong
We're in the same boat of needing a new system. I'd really love to have something that allowed solid SOP integration AND analytics. We're doing way too much work manually now (or ignoring it) because it's not automated.
I have three suggestions, all radically different:
1. Workfront (formerly AtTask). It's what we use, and good. Cost is about 15K+ though due to minimum set numbers.
2. Goggle sheets. This is actually more doable than you'd think. Check out what Webris has done. They might be an SEO-focused company, but their PM system with interlinking google sheets is good. You can pay $500 for theirs plus training, or check out this link that gives you a great sheet for free at the end https://codingisforlosers.com/project-management-google-sheets/
3. Basecamp. It's pretty simple, but affordable and good for client communication.
Seems like I struck a nerve! ;) To the accounting question, I think it depends on what you mean by "syncs" because currently, the software I am using has an integration, but it is meaningless.
The number one thing that would help on the accounting integration is billing. I don't know that it's as important to run your true financials in a PM software, but to get the revenue/billings into it is critical. Right now that is manual/dual entry, generating timesheet reports/invoices out of the PM software and rekeying in Quickbooks.
For full integration we use Workamajig. It took a while but once you understand the system it works pretty good. We use it for PM and Accounting so it gives us everything at month end without having to key in all the accounting numbers and match up the P&L (like Quickbooks). It syncs up all GL accounts-income and expense - and we get tons of reporting. Its saves us so much time in tax season-all the reports and backups are in the system-going through that now.
Don't get me wrong we have our frustrations at times but the issues are pretty quickly resolved through support. Initially it was tough but if you learn the system, use the help and search features you can figure it out. We have been on it for over 5 years so there may be newer programs out there that work just as well.
We are also using Jig. It is a pretty robust system, BUT you must take the time to understand it and set it up correctly. It can be pretty flexible for your business if you set it up correctly. I have found that from the accounting side (I'm a CPA and CFO), it will give you what you put into it, i.e., set up your chart of accounts correctly, use departments and classes to your advantage, setup customers correctly, e.g., don't use a different "company" for divisions of a client, but rather set up a parent company to consolidate. There are many other things to set up, so roll up your sleeves, think about what you need, then go forward. Jig is very helpful on the setup/questions/problems side of things, so use them to your advantage for training and troubleshooting.
One of the great things about Jig is that you can track activity from a "lead" status, through an estimate and proposal process right on into becoming a client. If set up correctly, all that will flow through the system. Like any other system, of course, the old GIGO adage applies. The more complete and accurate the data you enter, the more the system will do for you.
I have been a QuickBooks Online user. It is a simple sytsem to understand, but it is a single entry system directed toward small business, although it can certainly handle a pretty sizable business. You will NOT have the kind of controls you can get with a true accounting system.