Workamajig Reviews & Product Details

The platinum interface is extremely clean and intuitive and allows you access to different screens without having to close out and go back and forth. This will allow for greater continuity of work and less wasted time.

Since the entire platinum platform is still being developed and refined, I cannot make an accurate assessment of any items that I do not like as yet. Once completed, it will be easier to assess any issues.

I believe the CRM module will be extremely beneficial to our Marketing Team and allow for greater efficiency especially since you can go from leads all the way through to an actual project within the system.

Multi - Company is great and cute credit card connector

Not able to run PO reports by GL company

Intercompany Bulling

Wamj does pretty much everything required with an ad agency. Exception of payroll which is fine to have outside of system. Accounting is robust and project mgmt has different levels you can implement or not, depending on what you do within your agency. Support team is great; you just have to tell them the issue via email and they will get back to you. They can help you with custom reports and get you started.

Initially seemed overwhelming but videos and Bootcamp were very helpful. There is lots available but you don't necessarily need to implement.

Advising on how to clean up old history for us after 5 years of using it.

I love that it is truly all inclusive. It is project management, timekeeping, AR and AP on one platform. .

Don't like the time it takes to sync a calendar up to WMJ.

Accurate and streamlined billing makes the process very quick.

WMJ is an intuitive and detailed project management platform.

Because it has so many capabilities, it can take a bit to learn and apply. Perseverance is key!

Workflow processes.

We love the flow of tasks that can be preestablished per type of project that keeps all departments on the same page.

The older verison allowed you to have mulitple projects up at the same time and now you can only have one sliding frame at a time.

Workamajig allows anyone on the team to check the status of a project and answer client or vendor questions seamlessly.

It's an all-in-one platform: project management, billing, accounting. Everything is all in one place and works together well.

The biggest issues I've had are usually just related to creating/running reports and not being able to get the information I want all in the same report, even though that information is available in different places. Usually the engineers can help create what I want, but it shouldn't have to be that way...I should be able to pull the information that I know is in the system and place it where I want.

Complete Workflow: we use it for project management to billing to creating our agency financial reports.

The ability to pull copious amounts of information into detailed reports for billing and reconciliations.

It can be a double edge sword. Due to the large amount of data it can be confusing at times. This is true when delving into areas you may not be as familiar with.

WMJ provides detailed financials which allows us to breakout products and services as needed. Project information, billing and accounting functions are seamlessly integrated.

Organized file naming and campagin structure. Primarly replaces communication through email, slack, other channels while keeping conversation threads in individual jobs. Helps maintain job folder structure and dependencies.

Lot's of clicks for single action. Resource management has been a challenge. With job and task dates always fluid, time consuming keeping all tasks date current. Visually one can see it was designed by programmers. If color options were available for identification, users would be more likely to stay engaged.

Creating job number structure and organically threading conversations into same job. Similar to emails on same thread but no tracking down the job associated with conversations.

Can be easy if you are processing nothing that is out of the normal. Advance bill, PO, Reports are not easy to generate correctly. Reports often don't produce accurate accountability across all financial reporting.

The help guides are inadequate because they don't give detailed instructions on how to get to the issue of concern. Don't address a multitude of issues with any of the modules. Review your support tickets and you will understand what i mean.

It is not addressing specific reporting needs. We end up creating manual bills for 3 large clients.

I think it's a good way to keep our employees accountable of their time usage and keeps billing very streamline.

I dislike that it's not intuitive and a lot of users using the site for the first time can be difficult to navigate.

Keeping track of the hours worked for each individual employee

Cheraye and your customer support services

The help center could contain more information and be better organized.

Cheraye has helped us with generating numerous reports and understanding the administration side of Workamajig.

I like that WMJ is easy to use. I like that you can unpost an entry to fix it. Everyone makes mistakes.

At the same time, I dislike that you can unpost as someone with this ability can unpost something and cause you to be out of balance.

I like to be able pull data from the team and see how much they are being utilized. WMJ has the data I need. I am able to keep up daily with my accounting and this allows for an easy month-end and year-end.

The tasks section breaks down projects by schedule very nicely, so you can see all due dates for upcoming and past projects where you're assigned. There is also an indicator that shows if a task is ready for you yet, which I like.

Finding projects (especially ones you aren't assigned to) can be a little difficult. I also wish there was a checkbox instead of a percentage bar for checking off tasks.

Cross-department project management is more straightforward with Workamajig. I've stayed in silos in the past, but now work with other departments and Workamajig solves all of our needs while providing a way for further communication.

With Workamajig, the features that I really enjoyed and utilized the most were project review, billing, and the reporting metrics (KPI). With a client roster of 10+ clients, WMJ was an absolute necessity to stay organized with the amount of overlap with project coordination, media trafficking instructions and mass client billing. For example, specifically within the financial aspect of WMJ, what I really liked was the ability to streamline billing instructions for multiple invoice types. The different options for time and materials, fixed fee and retainer bills made it easy to navigate and tailor per client scope and individual need. It was helpful to have all of the prior month's billing instructions noted in the system to revisit and review in the future for reconciliation/reference where needed. WMJ helped me to improve project management, billing and finance, reporting and so many other project tasks. WMJ ultimately made our clients' work easier tracked and managed, which led to higher productivity and improved efficiency. This was really the most robust solutions systems that I've worked in and it is totally worth the financial and learning/implementation commitment.

When I first began using WMJ, it wasn't the most user-friendly; the interface wasn't great or very intuitive but the experience did improve over time! It seemed like because the system functionality was so complex, it didn't allow for smooth functionality (some modules performed better than others). Some functionality did not link into specific sheets/forms like it was supposed to. Sometimes some modules did not "talk" to the other modules. Also, although I loved working with this system, Workamajig did not always allow for the most seamless transition after undergoing updates. There always seemed to be bugs (at the most inopportune times) that would sometimes hinder and affect client work needs. There would be times when our in-house IT team would try to reach WMJ for support and sometimes timely solutions were not in reach. Desktop support was better accessible as opposed to mobile support; however overall WMJ seemed to have a responsive team. Once an issue was noted, their support team would follow up with communication notation and improvements.

They key business problem that WMJ helped me to solve was related to scheduling multiple projects for assignment to cross-functional teams and then tracking against those deliverables through project completion. Workamajig also allowed for greater team collaboration and reinforced project communication and accountability (between teams). It really helped our agency and client account teams organize multiple clients and accounts by specific tasks and dollar amounts. YoY analysis helped me to see just how much efficiency we'd gained with WMJ's implementation. I also was a big proponent of re-visiting project burns to see the level of efficiency we were helping to drive for our clients, (as opposed/compared to those same project-types, in a world without WMJ.)

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I’ve been working with Workamajig for over two years with an in-house marketing group. It helps me as an admin to keep any eye on all projects, tracking schedules and time. I find it to be an easy learn for all users and not overly complex.

I can’t say that I have any dislikes. I’ve been working with it enough that some of it becomes intuitive at this point.

It has streamlined the work process for my organization. Having all elements of a project in one place helps maximize work efficiency.

Workamajig Platinum has helped our agency improve workflow and time tracking exponentially. Witht the preset project management tools available, you can create project templates for an account team to efficiently manage each task. Along with this is the time tracking ability. With all of this living in one place, billing our clients has become much more automated.

The user experience and design could be improved to make navigation simpler. Right now it seems like it's still in beta.

Our workflow has improved drastically. Prior to using Workamajig Platinum, each client had a "custom" workflow dependent on the Account services rep's recommendation. Now each client has s templated project management flow that helps keep everyone on the same page.

The management dashboard gives me visibility over all my projects and insights into issues and possible improvements.

I dislike that so many of the great features seem to be hidden or not available by default.

At our agency, the communication, productivity and accountability have all been improved.

I love the ease of workflow that platinum provides. Projects/jobs are easy to find and keep track of, and communication is streamlined in a user-friendly way.

It is kind of hard to figure out how to generate certain reports and make simple changes--there are a lot of ins-and-outs that the typical user would not know about.

-Project Workflow -Project Communication -Billing -Budget Tracking -Scheduling