Workamajig

14+ years using WMJ

Comentarios: From dealing with customer service to upgrades to the software over the years the overall experience has been exceptional. I work on the Finance side but whats wonderful that it doesn't matter which piece of the software you go in to, the layout and functionalities throughout are consistent. In a small office under 20 sometimes people only touch parts of the software or their roles cross, the customization that WMJ offers to be able to handle the crossover in security and viewing ability makes this feasible. Being able to leverage the ability to look at financials by client/campaign/project and then report on efficiency and profitability is important to our management​ team.

Puntos a favor:

The ability to integrate our CRM, time tracking, project management​, and accounting to leverage the ability to look at our leading and lagging KPIs to be profitable.

Contras:

The variety of offering the software can do is massive. Deciding in our office whats a priority to run as efficiently as possible can be challenging. For example, there is WIP in the software but because of our size its the right fit for us.

We call it Jiggy!!

Comentarios: The software is consistent, our team loved the UI and it was relatively easy to implement because the customer success team was so hands on.

Puntos a favor:

This is our 4th attempt at finding the right software to manage our agency, projects and tasks. Jiggy is here to stay!

Contras:

The true PM side of this solution is not MS Project (but that is not necessarily a bad thing). We have made it work for our agency and are happy with the results.

Workamajig not worth it

Comentarios: Not great. We ended up requesting a refund after months of testing and never being able to get it to run the way we needed it to run for or processes. Support didnt seem to understand our inhouse Marketing design and review process.

Puntos a favor:

In our initial meeting with their representatives its seemed this program would work well to replace our outdated project management software

Contras:

Nothing worked as it was described to work in initial meetings and support was very little help. I felt as though we were beta testing this program for them and pointing out all of the bugs, for which they had no solutions. Sharing reviews of Marketing materials, receiving comments back and keeping the project flowing became impossible with projects falling into oblivion and not showing up in anyone's queue, depending on what was clicked where or who clicked it when. This ultimately drove us to look for another program.

Great Project Management & CRM Software for Mid-Sized Agencies

Comentarios: Overall I really like this software and would highly recommend it to any small to mid-sized agency that needs help to organize their project flow, tracking, client and vendor communications/task tracking/follow up and A/R or A/P.

Puntos a favor:

Workamajig helps our brand management agency track all necessary project information in one central location. Everything can be documented, from tasks to meetings, time entry, creative briefs, project proofs, PO's and invoicing. It is fairly easy to use. Also it is great for looking up projects from the past and creating new dockets based on the structure of past projects. Because Workamajig is web-based it provides a very user-friendly interface for team members no matter where they are located. Project home pages can be customized by each user, so they can show or hide a dashboard that features what is most important to them based on their role or how they work. Access rights and privileges are easy to assign as well.

Contras:

It can take a while for new users to get used to where everything is accessed as far as entry points for critical information or reports that you can pull. The user interface can be a bit confusing for project income forecasting - for example having to open more than one area of the project to enter Accounting information and billing dates, as well as checking off - "Include in Forecast" at the estimate stage. There are also many ways to achieve the same goal but it can be more confusing than helpful for some - I think there could be some simplification of steps needed for setting up things like project sales forecasts.

Workamajig from a CFO perspective

Puntos a favor:

The ability to download just about any information into csv file and analyze easily, without modification of formatting, into tables and pivots.

Contras:

The slide in and out screens in new platform.