Who Uses This Software?

IT, New Product Development, Consulting, and Engineering PMOs upgrading Excel/Smartsheet/Sharepoint to experience the joy of automated resource/project management at 50% less cost and time to value.


Average Ratings

113 Reviews
Functionality Recommended Support Value

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $10.00/month/user
    See pricing details
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • WorkOtter
  • www.workotter.com
  • Founded 1998
  • United States

About WorkOtter

#1 IT/NPD RESOURCE, PROJECT, & PORTFOLIO MANAGEMENT ----20 User Minimum----. Budget-Conscious PMOs say they purchase WorkOtter Project Portfolio Management (PPM) because it has the same core features as the others on Gartner's Magic Quadrant without the cost/complexities. Companies like E&Y, COX, & Home Depot set roadmaps, adjust portfolios, balance resource supply/demand, manage plans (JIRA/MS Project/Excel), automate reporting, and enjoy next-gen collaboration with team members and management.


WorkOtter Features

  • Agile Methodologies
  • Budget Management
  • Client Portal
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Gantt Charts
  • Idea Management
  • Kanban Board
  • Milestone Tracking
  • Portfolio Management
  • Resource Management
  • Time & Expense Tracking
  • Traditional Methodologies
  • Bug Tracking
  • Issue Management
  • Milestone Tracking
  • Percent-Complete Tracking
  • Portfolio Management
  • Prioritization
  • Product Roadmapping
  • Requirements Management
  • Resource Management
  • Status Tracking
  • Supports Agile
  • Supports Scrum
  • Task Management
  • Testing / QA Management
  • Time & Expense Tracking
  • Budget Management
  • Collaboration
  • Dashboard
  • Issue Management
  • Milestone Tracking
  • Portfolio Management
  • Project Planning
  • Requirements Management
  • Resource Management
  • Status Tracking
  • Task Management
  • Time & Expense Tracking
  • Capacity Management
  • Data Visualization
  • Demand Forecasting
  • Drag & Drop
  • Employee Scheduling
  • Filtered Search
  • Resource Allocation
  • Skills Tracking
  • Utilization Management

WorkOtter Reviews Recently Reviewed!


It is outstanding project management software system that is rich in features.

Feb 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I have used numerous PM software systems and they each tend to focus on certain features. WorkOtter has numerous features which means it makes it much easier for PMs to manage their projects.

For example, it has a section to initiate requests, which is usually missing. It has comprehensive resource management and the reporting module is an absolute dream!

I could go on and on, but this section has specifically asked for what I like "most"!

I am a PMP-certified PM and, as such, am really particular about PM-software. I have used industry standard software for a number of years and when one takes a look at WorkOtter, one can see immediately that that one has been short changed. WorkOtter is the ONLY software system that I have used that has features that should be basic in any PM-system.

Cons: I personally really like the interactive nature of the system, but I think that slightly less technical users may need to undergo a learning curve in order to get the full benefit. Imagine graphs that can be dissected and dragged and dropped to look more meaningful! Yes, you may need to try a bit to get it right, but once you get the hang of it, you will fly!

Overall: It is an incredibly useful PM-system and it really helps the PMs to manage their projects. In addition, it has an outstanding dashboard option which makes it easy to generate real time dashboard reports. This means that the PM can focus on running his/her projects and can communicate adequately with management without having to spend hours on weekly reports.

Trust me, I have been there as a PMO and with other systems, the PMs have to agonize over reports. WorkOtter enables generating reports with the flick of a finger (literally)!

Another benefit is resource management, which is often missing in PM systems. They often make it easy to assign resources to tasks, but it doesn't help if you can't see who is over allocated. With WorkOtter, it is easy to see and also to move resources between tasks.

Finally, WorkOtter syncs with 'familiar' tools such as MS Project or Jira. This made it easier for me to get to use it, as I have lots of experience with them.

Project management was never easier before! WO is a comprehensive and contemporary PMP solution.

Feb 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The app comes with awesome features like exhaustive project planning tools, portfolio management modules, human resource allocation and collaboration with team members, useful professional reports and charting options and several utilities that make life easier for managers like me.

I am fascinated to see how easily I can create a LCM (Life Cycle Model) flowchart and assign tasks to my team members in no time. Moreover I can track performance of my team members vividly and can take adequate actions as and when required.

The data is laid out neatly and can be accessed with a few clicks. The datasheets can also easily be downloaded and mailed. In addition any datasheet in Excel or CSV format can directly be uploaded and integrated to the online database without any hassle.

But above all I appreciate the clean and easy-to-use interface that makes my job faster and more efficient. The simplified approach ultimately saves me recurring cost, execution time and corporate resources. Just imagine that one can even customize and relocate the columns in the datasheets!

I cannot ignore the fact that WorkOtter is affordable and I do not have to spend money like water for the product. In reality a business can reduce managerial cost by a significant limit by using the wonderful cost-effective software!

The last but not the least, as the tool utilizes the most contemporary SaaS architecture, I am happy to believe that the app is fully secure and my data is protected.

Cons: WorkOtter does what it should do serving the objective of a sophisticated project management application and it is difficult to find a loophole in it.

However it gives a scope of improvement when the web version and the mobile version are compared closely as a few features are desktop-only and are not available on the mobile version of the app. Nevertheless the mobile app is equally fast and useful.

Though I have already praised the UI greatly, it could be better if it could offer users a few color schemes or skin templates to choose from to customize the interface.

Overall: A professional project management tool that can be utilized to ensure a higher ROI.

Everything I need and then some!

Feb 11, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: WorkOtter has been great so far! I am usually a bit nervous whenever we pick up a new piece of software to start using, especially with something as critical as project management tools. The WorkOtter support team was great with onboarding and getting the team up to speed relatively quickly.

Now that we've got the software set up and have had some time to move our projects over, we're starting to see the full benefits. The email reports have been great and were really easy to customize to my liking.

Clean dashboards seem to be a really popular feature these days and WorkOtter's are pretty great. I like that I can keep the information I need right at the top and have other, less important information pushed down the page. Customizing the layout to my preferences was straightforward.

If there's something that catches my attention in the dashboard, I will usually drill down into the more detailed view and export that data into Excel where I can do my own manipulations.

Since I'm still a bit more comfortable with Microsoft Project for a few edge cases, I like that integration between the two pieces of software is straightforward. Usually, I try to avoid exporting though, because the built-in tools in WorkOtter almost always cover my use case if I just put in a bit of effort to learn them.

All in all, my experience with the software has been great. It's comforting to know that if any questions do come up, the support team is always responsive.

Cons: No major complaints about the software, once we got used to the fact that it's entirely cloud based and some features are desktop only.

Just amazing set of tools and functionality! There is everything I need in one place.

Feb 19, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I'd like specifically highlight Dashboards, Reports and the whole entire set of available analytical tools. It's very easy to set them up and adjust on the fly. So, you can make better decisions in very short times. Also, all the dashboards are tailored to the user's role. Moreover, you can build your own dashboards, which is very helpful.

It's very easy and convenient to start using the solution, but at the same time it has advanced PM features (issues, risks, changes, status reporting).

You can easily keep track of status on the projects and assigned team members with work, So, you will be always on time.

System has various very useful 2-way integrations with other ones like JIRA, Excel and Microsoft Project. So, you will never feel the pain of system migration.

Cons: This solution is so powerful, I couldn't find any significant drawbacks. English is the only language supported and there is single currency available, but I do believe that this is just a matter of time and would be solved very soon.

Overall: We became better organized on the portfolio and projects levels. We have better control on smaller things, which always slip away. The most important outcome is that we can see the better picture now and make better decisions.

Vendor Response

by WorkOtter on November 27, 2018

Ilya and her team were rock stars and made implementing the project and portfolio features so easy on us.

We also appreciate your willingness to share your dashboards with our other users via the dashboard library.

We have had many positive comments on the resource and executive dashboard you built and your willingness to "pay it forward" is a testament to your passion for PPM practices!

WorkOtter has changed the way I manage projects

Apr 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The dashboards are easy to create and full of valuable information. The role management capability is crucial to managing resources and budgets. The governance model helps team members understand the work flow and how things get done.

Cons: The software needs to be more flexible to integrate with 3rd party solutions outside of MS project. There is no way to track time inside of the application via timer.

Overall: As a project manager I am always looking for ways to add a visual aspect of projects to share with my team and with WorkOtter's dashboards I can make this happen. Role management is also a great way to keep my team organized and focused on only the data and elements that they need to see.

The resource management tool is a lifesaver. It allows me to track my team's utilization as well as scale up or down the resources I need to get any project completed on time and under budget - without burning out my team members.

MS Project sync is another excellent feature to get a project started in WorkOtter. I can work out the details I need regarding my project privately via MS Project and then upload it to WorkOtter so that my team can view the plans, resources and budgets as needed. The option to continue working in MS Project or switch entirely to WorkOtter is valuable and seamless.

I also find the ability to easily create custom reporting on the fly a feature of great importance. Quite frequently I am called upon to present timelines, budgets or resource constraints which makes it helpful to present data in an easily readable format to my customers or executives in a timely manner.

WorkOtter is a great tool in a market of sub par competitors. If you are a Program /Project Manager, Solution Designer or Developer, WorkOtter will help you stay on track and remain informed of your responsibilities and those of your team members.

Is a very user friendly tool, it can be used by Junior or Senior PM, simple, efficient and dinamic.

May 20, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I really love how simple the tool really is, with that I mean, if a have a new Junior PM or Project coordinator in the team, will be easy for that collegue to get into track very quicky, is not like other tools where you have to spend hours and hours in training. Next to that, the tool also provides with amaizing advanced PM features that allows me to have everything under control, create reports, update status, check changes and all that.

Another great part of the software is how interactive the reports are, as a Project Manager i am always looking to provide with information in the most simple way possible, WorkOtter allows me to do that but without leaving behind the visual and interactive side of it.

A project usually mean time and time will ALWAYS mean money, one of our favorite tools as PM in order to have time under control are the Gantt charts, WorkOtter offer me a great variaty of interactive features in order to make my charts more useful and correlative at the same time, is incredible the amount of information that you can get from a good structurated Gantt charts, thanks to this tool now I can provide the status to the folks almost everyday without spending hours updating the chart and the info.

Cons: I will like to been able to personalize the user guide interface of the software according to a specific project or company, this talking about branding and marketing. For example, when I am in a meeting been able to personalize the reports and tools

More than project management

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I really like the ability to customize displays as different members of our management team prefer to view the dashboard in other configurations. It makes working with a team pretty simple and allows us to constantly adapt as we build out our projects through the software. There are a lot of ways to automate aspects of team collaboration which has been helpful for us not having to delegate those tasks to someone else. It's been easy to get our team to buy into the system with the email updates sent out to our management team. Naturally with any new software certain members of the team aren't as quick to learn the whole system but the emails allow those who aren't as comfortable on the platform get a snapshot of various projects and extract the necessary data. The software also integrates with a number of other web apps and software using their API's so we've been able to continue to use our favorite tools and we are now using them more efficiently since it's tied into our project management system.

Cons: No glaring issues with the software, everything has been working well. There are some features we use regularly that are only available in the desktop version but it hasn't really prevented us from doing what we need to do.

Overall: Having used many different project management tools, WorkOtter seems to take the best of each and combine it into one system. As someone who leads a team, it's been fairly easy for me to onboard project managers and other stakeholders who need access to our projects and workflows.

WorkOtter represents the two most important features of project management; discipline and agility.

Feb 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I am the Senior Project Manager for a Digital Marketing Agency and have been doing project management work for over 20 years using Microsoft Project primarily. The greatest advantage WorkOtter provides is the ability to do project setup once and then iterate through changes to the project plan such as scope increases, new requirements, changes to the resources needed to support the project and even group interdisciplinary projects into portfolios at the click of the mouse. A project manager the ability to take advantage of the automated features of WorkOtter such as data analytics and visualization to show the most critical executive the status of things (good and bad) in a matter of minutes vice hours and days.

Cons: The learning curve to become highly proficient with the software is significant. However, the return on your investment of time to learn the intimate capabilities of the software is high. You will recoup all the time spent leaning how to use WorkOtter through the reduction in time to manipulate the project to show a detailed performance picture for the work being done.

Capterra loader

Definitely makes my workflow easier. At various stages of a project I can easily adjust utilization.

Feb 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: My team's view on our PMO forecasting has never been more positive. WorkOtter lets me easily track and manage the assignments of resources while juggling multiple programs and client needs. None of my other tools have been hindered since I can hook right into MS Project and still provide the other reports my stakeholders are looking for. Plus there are some new reports within WorkOtter that give a new view into the allocation without having to re-schedule planning in another tool. Scheduling the reporting outputs into weekly emails is a cool feature, and has worked well by eliminating standing meetings that previously took too much time to cover the resourcing status to various directors. Team forecasting has greatly improved since being introduced into WorkOtter, and that saves us from finding out from clients where projects are either over or under allocated. Now we have the views to address needs with much more agility. The sandbox tool for project and portfolio planning helps our teams in planning sessions without having to save off multiple baselines before committing to our selected revisions.

Cons: We really like the ability to configure the questions, fields and layouts of the responsive interface. It would be great if we could apply our own theme to the skin of the layout to match our branding for our internal users.

Overall: We're saving time and blowing our old time-consuming processes away which drives our profitability.

All I ever wanted plus Works with JIRA!

May 29, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Well, me and my team used to manage all our projects with MS Project but the integration with Jira never worked quite well so I was looking for a different solution and I had a very positive experience with WorkOtter.

Something that really surprised me was the support team, they were amazing and helped us out during the entire transition process which was a great deal as my team was overloaded and could not leave their daily jobs to work exclusively on this software transition.

One other thing that seems simple but was a big deal for us is that WorkOtter send reports to users emails automatically. We have to do that a lot during the day and it saves time.

Cons: I am from Brazil and they support English only. I already mailed them with this suggestion but no ETA yet.

Fast, Efficient, Collaborative and User friendly

May 21, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The thing I like most about WorkOtter is that it is cloud based and so it can be used collaboratively within a large group without any issue. And that enables real time update and tracking making it very efficient.

Tons of necessary features like interactive dashboard, gantt chart, PM features, forecasting, budgeting etc makes it a must have tool for project management.

The dashboards are tailored to type of user, customizable reports, instant sharing, automatic distribution are some of the most desired features.

Compatibility with excel and microsoft project is a big plus.

I am using it for about two years and really satisfied with it.

Cons: No notable cons, but aesthetically could be a little more attractive. But still does the job enough.

Overall: I can easily keep track of the tasks, issues and risks. It also makes budget allocation very easy. Instant sharing and cloud platform makes it a very easy, efficient and handy tool.

WorkOtter - Best Project Management Tool!

May 29, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Accomplishing my work with WorkOtter has never been easier. It is so user friendly, and planning and scheduling can be done in a jiffy with Resource Management. One of the best features is Microsoft Project integration because I could download my work directly to Microsoft Excel.

Cons: I simply love the functions of WorkOtter and there is nothing that I can think of needs to be improve. However, it would be great if there are more than one language to choose from while using of the software, in the event that people from Asia would like to use or purchase the product for business.

Overall: This software keep me on track on all my projects that I am working on. It keeps me organized, efficient so that I could finish my project on time.

Complete system, still easy and simple to use

May 28, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: What I like the most about Work Otter is how simple and intuitive it is to work with and I am saying that compared to all other systems I've tried before. Overall it can be simple but it has advanced features that come in handy for a project manager, features such as status reporting, risks mitigation, changes to the project etc.

Another feature that made a huge difference is that I can subscribe to a certain report and WorkOtter sends me regular emails with updates so I don't have to log in all the time to see what's happening to my project.

Cons: I am not a fan of cloud based systems and that's how Work Otter works but so far it's working so let's see how it goes...

One of the Greatest PPM tools- We Love WorkOtter

Apr 16, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: It really hits the nail on the head when it comes to Portfolio management, Resource Management, and organization. It also has a custom feel because it can be tailored depending on the customer needs. Furthermore, the integration between JIRA and MS Project is a plus because they are commonly used in many companies.

Cons: The graphics are good, and I realize it is an incredibly dense program, but even more enhanced graphics and general layouts would help from an aesthetic standpoint.

Overall: WorkOtter allows us to actively manage our projects and it has rich functions available to customize, create, and track any and every part of the project from every stage. It is used in any sector that needs project management. It really hits the nail on the head when it comes to resource management and organization. It also has a custom feel because it can be tailored depending on the customer sometimes. This aids in productivity because it is adequately sets up the system for our company's needs. As far as usability the product is great because it it simple and easy to learn. The tool is also great because it can integrate with Jira and MS project. We have several teams that use JIRA and MS Project and the integration makes it easier for our productivity. One of our favorite features are the dashboards because it also helps identify issues quickly and get to the really meat of the project faster. We have worked with several different PPM tools and WorkOtter is definitely one of the best products for PPM out there.

Recommendations to other buyers: Its one of the greatest tools out there and the usability is great!

Helps team collaborate, it is a solid and flexible system.

May 30, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Work Otter has a clean and straightforward interface, with interactive visuals you can customize inside the reports. It also presents an excellent array of features for project managers and support for integrating other tools like Excel, Microsoft Project etc.

It was nor complex at all to get started with and the whole system has a clean and up-to-date appearance, very intuitive which made it easy for me to figure out the basics of how to use it within a few minutes. Best PM system I ever used.

Cons: I would like to have local storage options, the only storage option currently available is Cloud and I am not really sure if this will work forever.

Good for cross geo management, my team loves it!

May 29, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Supporting a team spread between India, United States and Brazil is not easy and I had a hard time getting everybody on the same page but Workotter was the perfect tool to fix this gap.

All dashboards are customized to the user's role so I can determine exactly levels of access, views, authorizations I want them to have, this way I protect the data and ensure a safe environment.

Something I noticed a huge improvement is the project overall tracking. All my Team members find it easy to keep up with the assigned activities and have proper tracking of each project status and time and resources spent. Everything is great so far.

An Amazing Project Management Tool

May 21, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: WorkOtter is a complete project management tool, it has a simple user interface, much simpler than some other of its competitors, but is also has advanced PM features as well.

You can customize it to look basically just like you want it, if you want, you can arrange your projects in a portfolio, for example.

Any PM tool needs great storage as well, and WorkOtter gives you unlimited storage so you can link and attach documents without worrying about size.

You can assign tasks to other team members, and you can easily check status and track activity times as well.

So, this is easily the most complete, user friendly and usefull Project Management tool I have ever tried. Definitely recommend it.

Overall: This software transformed how our supply team handled our projects, this has given us complete control of each activity, and increased our productivity dramatically.

So, this program has done more for our company than any other that we have tried in the past.

This is a great project management system, incredible tech support too!

May 30, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Since I work with 4 different product categories in my company, the aspect I like the most about Work Otter is the ability of building project portfolios according to the category or work force I am working on for example. Before purchasing this software I had the chance to have a free live trial, the team was very supportive and patient showing all available features. WorkOtter was an affordable ppm considering the other options I had in hand.

Cons: WorkOtter in available only in English and I have employees in other countries, they understand English but not really well. It would be good to have it available in other languages.

Straightforward, affordable and consistant plataform

Jun 02, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I work with a team of senior and junior analysts so the intuitive interface that WorkOtter provides facilitates the work of knowledge multiplication and sharing of ideas. Being reasonably priced I was able to expand it to our other facilities and the team could use it to share their projects to each other more efficiently, due to the superb cross-project visibility, best practices were used among them. I can definitely point out the timesheets, reports and customizable dashboards as a positive feature, the visibility of information are to our team are as important as the content itself, so it took that on our advantage.

Cons: We have facilities around the world, I would like to suggest the app for our other sites, but English is the only language available.

Capterra loader

For using Project Management Software for the first time, I'm pretty darn impressed with the turnout

Feb 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I've never used a Management Software with my team, so I was very impressed with how easy it was to get things started and customized to fit our needs. It was extremely nice to be able to quickly interact with the team by knowing all of the updates made to our projects and the deadlines that were completed and by who.

All reports of status were emailed to the rest of the team - so even if they were off work, or out of the office they still know what is going on.

Our project was very big, so the unlimited storage space was an instant plus for us too!

Cons: Honestly, the team loves it. However, it will be nice once there are more languages available. We have a team member who's native language is Spanish so we had to help him along the way with learning the software.

Overall: A project being completed smoother than ever before, since everyone is kept up to date on reports and completion of goals.

Easy/interactive excellent program to use!

May 20, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
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Pros: Very versatile and EASY program (at least that i have used in my experience as a PMP certified PM) to track like a road map your task on projects, sort, pivot, and filter tasks, engage and compare stages of your project. One thing i liked is the ability to play with "what if scenarios" and see how that affects cost, times, etc overall in your project. You have tons of great analytics to use, Gantt charts, Critical path, heatmaps, matrix, time bubbles... ohhh! and dont forget this can be Integrated/export/import with/from JIRA, Excel and Microsoft Project! All reports can be also emailed to users.

Cons: Some features might need updates as new updates are added/edited by Project Management Institute. Missing the updated software or new patches part.

Overall: Very versatile and EASY program (at least that i have used in my experience as a PMP certified PM) to track like a road map your task on projects, sort, pivot, and filter tasks, engage and compare stages of your project. One thing i liked is the ability to play with "what if scenarios" and see how that affects cost, times, etc overall in your project. You have tons of great analytics to use, Gantt charts, Critical path, heatmaps, matrix, time bubbles... ohhh! and dont forget this can be Integrated/export/import with/from JIRA, Excel and Microsoft Project! All reports can be also emailed to users.

Incredibly user friendly. Easy to use. Broad range of features. Amazing customer support.

Feb 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I love the fact that this software is so much easier to use than other systems I have tried before. It's just so simple to get started with. And whenever I run into a problem and I need help, they have this amazing support team that always answers all my questions. In general it serves all my team members really well since they can easily keep up with the work and constantly track the time and status of all projects. Another feature that I really like is that management can subscribe to reports and get all their updates via regular emails with the necessary dashboards attached to it.

Cons: I know it sounds unreal, but nothing really until so far. This program simply has been great for us. The one thing I can think of is that the only language currently supported is English. My company could do well with Spanish for example. But it has not been a real issue.

Great transition support

Jun 06, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I decided to give WorkOtter a go on a change management project I was working on and it was honestly a great experience. I found it to be a very effective system to operate on, in what concerns usage. The support team was also of big help, since they were always available to answer questions and doubts in this transition. The automation and intuitive aspect of the software allowed our most untrained coworkers to take full advantage of its features while our senior coworkers utilized the opportunity to expand their ideas.

Collaboration is the key word for this PPM.

May 28, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This is a capable project management and work management tool that comes with several excellent dynamic features for helping teams work on projects through completion. What I like the most about this PPM is that collaboration across the team increased after WO was implemented. My team is able to keep track of work, track time, provide status and share documentation, we no longer have files in different places and different version which is something that help us avoiding errors due to wrong data, avoids rework. Gantt charts are easy to set up, view and edit, as a PMO this is crucial and I appreciate how easy it is to work on Gantt charts with this program.

very easy to use and understand, with a simple interface

Feb 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Start simple but has advanced PM features (Issues, Risks, Changes, Status Reporting) and Manage Gantt charts with interactive features with Ability to build your own dashboards and reports and share them with others ,Link and attach documents with no data usage caps and with unlimited storage ,in other programs I should use 3 softwares to have this data

Cons: Nothing really so far. Has been great I have this notes:

1.Currently English is only language supported

2.Cloud is only option

3.Single currency

WorkOtter is instrumental in building and sustaining the best software on the industry

May 27, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: WorkOtter helped us easily assess how well we utilized our entire resource pool is on an hourly, daily or weekly basis, helping us to ensure our most valuable resources are used to maximum effect, and our workload is balanced to avoid sustained periods of time on the bench. As a head of PMO, improving project delivery of my Project Managers which helps reduce project cost and increase profit margins. Secondly the report and dashboard method of reviewing information and viewing the current status of operations provides a significant opportunity to make our business more efficient and quick to respond to issues and opportunities.

Cons: Personally we love the integration with MS Project and JIRA, however would like to see intregation with Basecamp.

Overall: My company is managed to get the most valuable resource for the right project,

WorkOtter has really made my life easier

May 22, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's so easy to customize WorkOtter that it allows me to adapt it to my needs as they shift around all the time. Being able to attach docs with no storage limits is great. WorkOtter allows team members to keep up with work and track time very easily. It's really simple to use even though it has advanced PM features like changes, risks, issues & status reporting. One of my favorites is that reports can be automatically emailed to user saving me so much time.

Overall: It makes things go faster, smoother and more efficiently.

Great experience working with this highly configurable software. I found it easier to work with.

May 20, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It looks simple at your eyes but it has very advanced features that allow you to manage what really matters: issues, risks, changes and status reporting.

I can do really cool interactions since it shows me everything what's going on in my organization. Very interactive and visual software that allows me not only to see and arrange my projects but to build my own dashboards and share them with other people from my organization.

This is the kind of tool every manager requires. Not only it automates team collaboration but it can also be integrated with JIRA, Excel and Microsoft Project.

Cons: I liked every single aspect of this software. I think it meets the requirements that every manager needs to have in order to manage, control and share the company's projects.

Overall: My job is easier.

This is everything I had to do manually before, it helps a lot to have automated help.

Jul 11, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Resource management and capacity planning features

Start simple but has advanced PM features (Issues, Risks, Changes, Status Reporting)

Management can subscribe to reports and get all their updates via regular emails with attached dashboards

Ability to build your own dashboards and reports and share them with others

Manage Gantt charts with interactive features

Link and attach documents with no data usage caps and with unlimited storage

Dashboards tailored to the user's role

Integration with JIRA, Excel and Microsoft Project (2-way)

Reports can be automatically emailed to users

Cons: Cloud is only option (no local onsite version available), the company that I work for is regulating Cloud apps.

Overall: Automated features that otherwise I had to do manually or with very complex Excel files.

Meets all my custom needs

Apr 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The resource management is incredible because it syncs with your org structure. The levels of project vs. portfolio management is helpful for a high level overview and displays nicely on the dashboard. The ability to import custom templates and tools is my personal favorite.

Cons: There are so many features you may not use them all, but they're there when you need them!

Overall: WorkOtter really takes into consideration all types of projects. The dashboard is visually appealing and easy to navigate, allowing for quick status updates. Plus it's customizable based on your role in the organization. The user/resource management piece is most useful for my organization. Many systems allow you to assign resources, but WorkOtter is unique in that you can import your org structure into the system, creating a whole new level of resource management.

My favorite part is the ability to build or import templates and tools. As a Certified Project Manager through the Project Management Institute I always go to PMI to find templates that are relevant to my project. Having the ability to import these templates directly into my workflow is a huge benefit for me.

I would highly recommend WorkOtter for any project, large or small. This is next level management.

Recommendations to other buyers: It plugs in to other systems (like Microsoft Project) easily if you need to do so for compliance reasons

I love it! Clean layout and very intuitive.

May 19, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I am very satisfied with this software, I had no idea it would be such a great match for my team. I was looking for a tool that allowed my team to keep track of every tasks on our project and WorkOtter was a great choice, the team adapted quickly and I was able to track their status as well as time. Another great thing about it is that is super easy to build Gantt chart with all the features the tool offers. Also, since we work with technical drawings and product packaging arts, our files are usually really large and with this software, different from the one I had previously, I can attach these files without worrying about the size limitation! Anyways, pleasantly surprised and highly recommend WO to anyone.

Overall: Team work made easier and effective!

A very useful full scope project management

Dec 03, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: This is a great tool for seamlessly integrating all team members into the project management process. Displays and reports are easily customizable for use in any industry. It's wonderful that it can be integrated with most programs I use for managing like Microsoft Project and Excel.

Cons: For the most part I have no complaints. It has been a critical resource. There are a few features that are not available on mobile. However, I work in construction and some of my team works in the field with limited access to a computer. The fact that there is a mobile option has been very useful.

Overall: Using WorkOtter has been great. I most of my project data has been seamlessly integrated into one easily navigated location. Timesheets, schedule updates, even team communication can all be done using WorkOtter.

Lots of great features

Apr 24, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: I like that WorkOtter allows you to know when someone who is running late on another project is going to be late on your project.

Cons: Nothing significant. Maybe could be faster at times but I'm not sure if that is our own internet connection.

Vendor Response

by WorkOtter on November 27, 2018

Hi Becky! Thank you again for selecting and adopting WorkOtter. We agree with you on the performance and are working tirelessly to improve it.

Since this review alone we have improved performance and purchased new servers which means - on average - pages loading over 60% faster!

Thank you for your honest feedback and keep it coming! We strive to make WorkOtter work for you (pun intended!)

:)

Reports status easen

Jun 07, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Information can be easily transfered to email

Automatized system for users and their teams

Record of unlimited data on cloud

Communication among users through dynamic dashboards

Advanced features such as risks and issues management

Link documents with no capacity limitation

Cons: I speak English, but I would like to have the option to change the system to my mother language, which is Spanish.

Excellent online platform. Attractive to small teams...

Jun 02, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Fresh and smart design

Easy to create a project and generate tasks

Assigning roles and changing users' permission level is simple

Great support team

Improves and facilitate team collaboration

Simple to customize the displays

Able to create portfolios

Cons: No cons... This is an excellent online platform... I just wish it was translated into other languages

Definitely "A" for efficiency

Nov 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the very simple interface but have a lot of very relevant Project management features. You can try out resource planning on the fly and see a result of the planning real time. Management will be able to compare foretasted & actual hours. There is also a view where you can see the available resource and the resource that is full utilized.There is a dashboard that give you a full BI report of for better tracking time spent, status of the project and allocation of project. Its not only very management friendly, but its very collaborative for team members to manage their own project. The best part is for starting the initial instance, I'm very satisfied with the initial excel spreadsheet to get started. You can customize columns, display and easy to configure the system. Aside from the features of the system, i am very happy with the support team they are very responsive with the issue i raised.

Cons: I would say the limited Language option & the features for mobile option is quite limited. I would like it to be more regional friendly and mobile friendly.

Overall: I like to use this software.

At last found the simple cost effective project management tool

May 18, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Dashboard : very user friendly.. all in one place. Click of a button , linked to all flows such as various projects, filters, estimates, Milestones, Resources, Staffing , Capacity planning.

Program Management and Portfolio Options are a big plus in this software. Portfolio is like a Roadmap clearly showing start to finish and how the resources are consumed. For UI experience, Color coding making it very friendly.

Reports Module - this has tons fo reports where we can see and select the desired reports.

In summary, a perfect tool for Project manager, cost effective.

Overall: User friendly , quick Project management tool

Amazing project management tool. Very interactive and easy to use.

Feb 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Can get information at a touch of a button. Reporting and resource management has never been easier. Streamline of project status from an overall programme level is just so easy . Really enjoy having all the project management attributes in one application.

Cons: Executives are spoilt by all the bells and whistles. There is no where to hide the bodies and try to mitigate before anyone knows. Cloud being the only option is problematic, as some Executives like to have the information closer to home.

Overall: Running a project has never been easier. Reporting is a breeze, and having the information ready for each Steering Committee meeting is an absolute pleasure.

Unique Title Here - We Love WorkOtter

May 21, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: project, portfolio, and resource management doesn't have to be difficult (or expensive) with WorkOtter you can get started quickly , manage all types of project, and build/update your own reports.

Cons: Everything is a breeze in WorkOtter and the people are great.This software is very easy to work. work to be softly complete.

One of the Best Project Management System- Our Team Loved it!

May 20, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Workotter is an extremely effective platform for streamlining projects and workflow. The platform offers a variety of features including to-dos and milestones, which help large teams stay on top of deadlines. It also lets you choose which specific team members or groups should be included in each project or thread.

We were able to see and arrange projects into a portfolio

Team members were able to build their own dashboards and reports

Interactive features such as charts

This software is more easier to use than other project management softwares

Overall: Very good project management software with great support.

Convenient team handling

Jun 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Working with many people is a challenge, considering the complications on communication and sharing of ideas and Work Otter has helped a lot on this aspect. Our team found it easy to contribute and brainstorm by attaching documents and using dashboards, which have no capacity limitation. Collaboration of teams is automatized and they can keep up with each other's progress via portfolios time and status, saving searching time.

Cons: Our team members are from different places around the globe. Although all of them speak English, another language option would be a plus.

Simple and complete system, I highly recommend it.

May 29, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: If you're looking for a project management platform that doesn't require months of set up and data migration this should be your first option. When I first tried WorkOtter I needed a tool that my staff could understand and jump into it within a month. I had great support from the development team, they were really helpful and efficient.

To make the transition easier I customized the displays to look a little bit more like our previous software and it was an awesome quick off... I found it helpful that I can also build my own dashboards and different reports to work with the team and easily present the progress and status on management meetings without having to "massage" the data for hours to have a clean, complete report.

It's a software I would gladly recommend to all of my clients!

Feb 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: First of all, it has a super fast and super helpful support team that can guide you through every step and part of the system. So don't worry at all about possible unanswered questions. Also, the best thing is that you can start simple and then gradually learn and implement their advanced, out-of-the-box PM features.

Cons: Nothing crucial that I can think of. Perhaps I would recommend for them to start thinking about support in another language than English. At least French, German and Spanish. I have 2 German clients with larger companies that I'm sure will be delighted to have this system in their mother language. That's it. :)

Overall: It definitely helped me arrange all my projects in a portfolio, just the way I needed! I can easily communicate with my clients and give them a detailed rapport for each service that I provide. And finally, there is the amazing benefit of unlimited storage to keep all of my current and archived documentation in their cloud. Which is a life saver!

I was able to start using this application quickly and was able to easily adapt it to my needs.

Feb 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: This SW automates a lot of tasks and made me more productive in my day to day PM duties. It takes into account all aspects of project management (including status reports, risk assessment management, changes...), and it´s all within easy reach.

It's easy to customize menus, columns, and other parts of the environment, and customize to different needs, whether you're a PM, business manager, or a user with assigned tasks.

Their support team is really helpful and responsive and resolved the few issues that I had with the application.

Cons: I haven't had any issues so far, though it would be nice if it also supported Spanish (English is the only supported language).

Overall: We needed a comprehensive, easy to use and adaptable project management application that various members of the organization could use and get up to speed on quickly. WorkOtter fit the bill quite well and has helped us manage a number of important projects.

Product Overview Video

Apr 14, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Comments: Features and Functionality (4 Star) I think there was some really unique and needed capabilities provided by the software. Sandbox to Production is a very nice feature when looking at an overall view of current and scheduled projects and the ability to see different scenarios prior to making public. Planning and scheduling seemed very easy to use along with Resources.

Templating is very important to PM and PO as the similarities and workflow are the same between many different programs and needing to create workflows for every program can be cumbersome, the time to build templates is worth the long-term time saving

Ease of Use (4 Star) While the video did not show all the features, the ones show pertaining to Portfolio, Project and Resource management seem to be easily understandable and relatively low training requirements for new users.

The sync between MSP and WorkOtter was a nice feature, however it didn't appear to be a live sync and the user would need to upload/download/upload back and forth seemed to raise the question, why use this if I can manage in MSP it didn't drive home that it would be a solution to no longer use MSP and a phasing-out solution could be used in this way.

I think most users are looking for a 1-all solution, to avoid different groups using one management solution while another group uses a different one.

Capterra loader

Scaleable Project Process Management

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: WorkOtter gives more attention to the overall process of projects and portfolios than other task-based systems. The ability to use their "What-if" sandbox in order to project a myriad of variables gives managers the ability to think ahead and plan for contingencies. The software's ability to communicate with other stand-alone products such as Microsoft Project and JIRA makes this a great tool for companies with departments that are not already directly connected to WorkOtter. The visibility between forecasted and actual time spent on projects is invaluable.

Cons: As with all large-scope platforms, there is a learning curve to WorkOtter, but the good thing is that they've been at this for a long time and know how to get you the help you need. The software is currently only able to be used in "the cloud."

WorkOtter has definitely made my portfolio and project management a whole lot easier !

May 20, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's excellent ability to manage Gantt charts with all the interactive features which can be broken down by job units such as I.T., Marketing etc makes the software quite effective. Plus the software also has a feature that allows team members to easily keep up with work and track time and status of projects to be completed. The coolest feature is its integration with JIRA, Excel and Microsoft Project software (2-way). This system is hand's own the easiest to use.

I am a Project Manager with a focus on IT implementations in banking.

Jul 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I am very visual, and WorkOtter provides several different visual aids to keep our projects on target. The dashboards have been huge for our team - each is tailored to the user's role and each team member can build their own dashboard and reports. We can all customize our displays so they're configured how we prefer. I especially love the ability to see and arrange all of our ongoing projects into a portfolio. It helps me manage everything we have going on!

Its a brilliant software. This software provides all the project management tool in one place!

May 21, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I have a Master in Project Management, I apply all the Project Management principles to all my projects as a Management Consultant. I love most of all that at the clip of the mouse I can analyze the risks, cost and resource plan of my project....in addition, I can also see the progress of multiple projects. This software is a combination of all the PM software out there....inclusive of msprojects. I intend to use this software to do my work.

Cons: I need training from the developers themselves. To train the staff in Jamaica. That would be great for our company as we are a part of the government sector and we need tools like this software being used all over the country to assist Project Managers to run better projects in all public sectors in Jamaica.

Overall: A great one stop shop. I am able to be even more organized as a consultant.

WorkOtter - Great PM Option!

May 25, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: - It's very easy to customize, it lets the user arrange information as preferred views to help ease the tracking of information.

- Projects require a significant amount of documentation to support the tasks, to be used as reference information, for auditing purposes and reporting. WorkOtter offers unlimitted storage allowing user to store any documents without having to worry about the available space.

- WorkOtter offers an easy and simple section to track times and task completion allowing "light users" to keep close track of their work and also great input for the PM to pull out reports and estimates.

- Reporting section is great, it offers a significant amount of templates to build reports making it sufficiently versatile to present relevant information for specif project gorups (i.e. Sponsors, Stakeholders, Team Members, etc) in a simplified way.

Cons: - Software layout and design is a bit plane in comparison to other software for the same area.

- Information can look a bit cluttered when browsing thru the tasks dashboard and Gantt view.

Overall: Simplified way to track and get project status updates and completion rate.