Workamajig

14+ years using WMJ

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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!!

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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.

It does the job.

Opmerkingen: It works, the little improvements have helped. I wish would hand non-linear workflows better.

Pluspunten:

I'm familiar with and know how to use it. It can function for most of my needs.

Minpunten:

I honestly preferred the flash version. Seeing utilization and other reporting was a bit easier.

Solid Project Management Tool to Connect the Dots

Pluspunten:

Our organization uses jig for critical functions of the business - from forecasting, project planning and time reporting to billing and invoicing. What is nice about jig compared to other systems I've used in the past is the connectivity of tracking so you can see the exact amount of hours spent per team member vs. your initial projection, and pull that through to invoicing in a seamless way. The reporting capabilities are great, too.

Minpunten:

With almost any software, there can be some glitchiness and brief periods of outages. The IU is not the prettiest either, but once you get to know your way around it does what it needs to do.

Great Project Management & CRM Software for Mid-Sized Agencies

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.