Workamajig is a cloud-based HTML5 project management solution built for creative ad agencies and in-house advertising teams of all sizes. Primary features include opportunity tracking, project management, time tracking, resource management, and complete finance and accounting. The platform can reliably create project tasks, assign them to people and collaborate on these tasks from a single message portal to help seamlessly facilitate collaboration.
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Segment |
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Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
Training | Documentation |
Languages | English |
The interface / functionality is great. you can drill in, drag/drop. control a lot more then through flash
so far what i've found is in the schedule screen assigning people seems to take longer. you can't mass assign people instead you have to add someone, save, then assign someone else.
CRM for sure will be something we'll start utilizing more of, billing worksheets, and retainer / campaign billing. figuring out over under utilization of projects.
The Platinum interface is certainly more intuitive than the Classic version. I love that rather than customizing for each user (or security group) from scratch, Platinum has already identified the parts of the system that would be most relevant to each user.
Change is always hard, but I have to say that Platinum is proving to be an easier rollout than the Classic version by far!
We started with Workamajig in 2008, which brought timesheets, project management, client billing and finance into a single system. It was a huge organizational upgrade at a time of growth for us. With the launch of Platinum, we are excited to adopt the CRM and Resource Management components. Along with managing client relationships better, using CRM (Opportunities, specifically) will streamline our forecasting. Regarding Resource Management, this tool will help our PMs assign work and predict freelance needs. I also see it helping to inform our hiring process and inform our growth.
Platinum is a very intuitive product, and we are looking forward to growing our agency and streamlining our process and workflow.
We would love to have a Workamajig Support staff member come to our location and do a deep dive into what we are doing right and what we need to fix. One-on-one would be great, in person.
We are still in the early process, but are looking forward to the many benefits to come.
That it is now HTML5 based! This will automatically broaden the adoption due to an improved UI. Well done!!
I would like to see more ability to move various fields into other locations (than their native location) within Workamajig.
We use Workamajig to manage all of our creative solutions for numerous internal and external customer.
I love that WMJ keeps things moving and streamlines project management. I can see exactly where a project is, the team assigned to the project and confirm that we'll meet our deadline. WMJ keeps things organized and offers an efficient and effective means for marketing reps, designers and clients to communicate, thank you deliverables!
WMJ is so complex, it can be overwhelming when you first get started, however this isn't a negative. Once you're acclimated you can really tailor WMJ to meet your needs and improve efficiency within your team.
WMJ is helping me reduce client proofs, specifically via deliverables. This feature streamlines revivisons and allows for better workflow.
Workamajig allows our agency to have more headlights into our future. By planning ahead in such a detailed way, we can make better business decisions and also deliver on our client agreements more efficiently.
It bothers me that there are inconsistencies across modules/areas of WMJ. Things mean the same thing but are named differently. It's also a tough program to onboard to, because it's so all-inclusive.
Capacity planning/resourcing and scoping projects accurately
It is a user-friendly tool. Support is only an email away. The ability to have one-on-one indepth trainings with a Support Team member is extremly helpful when navigating through new process and procedures for a growing company like MarCom Group.
There are many aspects of the system that are not used, because the general user is not aware of them. When enhancements, fixes and upgrade are made are made to the system, we are notificed with a pop-up, but often it is not the right time for me to investigate what has changed and how it may be of benefit. Perhaps I'm asking for more training for enhancements.
In addition, we use the system to record time. It can allow users to record their hours directly from the project, rather than inserting on their time sheet.
I love the fact that estimates, hours, budgets, finances, purchasing and all things that go into running a successful creative company are tied together. Client, project and operational costs are all available in one system. I also LOVE that I can create custom reports and schedule them to automatically be sent out. While not all data sets are available in all reports, the flexibility is really incredible.
Workamajig is a beast. Because there is so much "in" the system, working through data, reports and finding your way is sometimes cumbersome. There is definitely a learning curve the first year or so, but the training and support we have had available was very helpful. In some instances we've had to hire outside consultants to help "build" our system, but it was well worth the effort and expense. 5 years in and we utilize almost every aspect of the system.
Insights from all the data throughout the system is helping us make financial, personnel and resourcing decisions. And as we grow we are needing more resourcing help and Workamajig is doing that.
I love that everything thing is under 'one roof". From sales to project management, to contact management, to sales, to accounting, to budgeting and anything financial.
There are a lot of little nuances about the various modules of Workamajig and some of them are not very intuitive.
When we first decided to migrate to Workamajig it was so we could more accurately see the profitability of projects and clients. But it has grown to so much more. Everything we need to run our business in basically now under the Workamajig umbrella.
The platform has innovative and advanced features and connectors, making the project management procedure easy and intuitive. The software can arrange all the content and data of projects at one location and save and secure them here. The safety of the application for folders and data privacy of projects is excellent and advanced. The files sharing options are also available here; you can also use its online tool for sharing, and even the email inbuilt feature is available for easy and quick access and data sharing. The project analysis feature is unique, with which you can identify and analyze the project reports and helps you create proper analytical reports. Everything about finance and budgeting can be done under this platform and generates their official docs. You can automatically create invoices, bills, revenue reports, and more under this platform.
The dashboard of the application is quite complicated and not easy to understand, as all the tools are not arranged properly, making it confusing for users to identify and select the preferred device for the work.
This platform's features and advanced technology is helping me and my team gather information from other software and systems and generate reports on the available data. Financial report generation and budgeting processes have become so much easier for us. All the operations has become so quick and intuitive. Saving a lot of our time and money.
Workamajig has an intuitive user interface, and the integration of financials (i.e., estimates, POs, expense tracking) is terrific. I'm a new user, but all signs are positive. And the support is truly wonderful--responsive and very, very helpful; in particular, the support and guidance of Jennifer Broadwater!
None that I can speak of; other than Jennifer isn't in the same office as I!
To run our agency.
Innovative, intuitive, feature-rich, constantly improving performance
Nothing major I can think of. We have discovered a few minor bugs but those were quickly addressed and resolved.
Workamajig is allowing us to have at our fingertips a summarized or detailed view of operational and financial key metrics. We also find extremely valuable the reporting on and ability to age work-in-process balances. Additionally, the security matrix allows us to create automated segregation of duties controls.
Workamajig has connected our new business, project management and accounting in a way that provides insightful data to our team to make smart business decisions.
It is a very robust system that has a lot of customization options so you can apply it to your own unique processes and workflows but that means the learning curve was pretty intense.
Workamajig gives us transparency into staffing capacity, allows us to estimate more accurately and determine which clients are profitable for our agency.
I like the flexibility in navigation. I love that you can have multiple windows open at a time. Workamajig allows you to have the freedom to make changes with simple adjustments.
Overall Workamajig is great. The one thing that I dislike is you can't call and get immediate customer service. I use to calling a number and hearing a voice.
We used Basecamp and Workamajig before. Because of the upgrades in Workamajig, we can be in one system. This also helps us record time more accurate.
I like the automation it can provide for reporting purposes and the ease of assigning tasks. I also like the webinars that enable you to use WMJ to the best of your ability. Workamajig makes it easy to create projects, assign tasks and track deliverables. The automated reports also save me a great deal of time as I need to run at least 3 reports daily. I also like that the reports can be customized. It feels like a system I created specifically for my needs.
There are so many features and different ways to use it. You may feel overwhelmed at times. Although the webinars help a great deal, if you are not using Workamajig as the presenter is using it, it can get confusing and make you feel like you need to revamp the way you are currently using it. Although the customization of the system is a huge help, it sometimes feels like you need to be an IT expert to do so.
The business problems that WMJ has helped me solved are around the trouble I had with resourcing and capacity of our Marketing Services team. Workamajig also allows me to schedule projects and tasks as well as track deliverables. The benefits that I've realized are that the automated reports also save me a great deal of time as I need to run at least 3 reports daily. I also like that the reports can be customized. It feels like a system I created specifically for my needs.
What I like best about Workamajig in Platinum is the functionality. It is user friendly and easier to understand how each function is linked together
I dislike having to refresh the screen sometimes and how long it takes to load new information.
Workamajig Platinum allows everyone access into each project. It helps to make the work more transparent across the teams.
The interface is very clean and easy to understand. I like the on the spot training that you can use to learn it.
Anytime you have to change something you have been used to it is difficult. It takes some time to get used to the change, but it is for the better.
None yet.
The ease of submitting projects, tracking!
The platform is extremely manipulative. You can do almost anything with it -- however, since it's ever-changing and updating, users will occasionally encounter issues that they really shouldn't.
Great platform for an agency-wide solution! -Communication -Workflow -Time Management
Multi-platform timesheet preparation, is really easy and less time consuming.
There have been issues, but all very good now.
Creatives get their time in on time. Major miracle, let's face it.
I like that you can approve, and then create invoices all at once for all of your clients versus creating one at a time. You only have to put the invoice date in once as well and it populates in all of the invoices. The billing worksheets are much easier to work with as well.
The reporting is not always easy and unless you understand the tables it is hard to get the correct data in your report. I think this is just a matter of some additional training from Workamajig. The vendor invoice input screen could also be less clumbersome. You create part of the entry with one screen and then for the balance of the items you have to go to a different screen.
We now use time and materials to capture all of the staff time that then flows directly to the project and then to the invoice. Our profitability has increased greatly since using Workamajig.