Workamajig Reviews: 3.8/5 — Good for the Price

I love that Workamajig is verycustomizable

There are quite a few tech bugs but those seem to be fixed with software updates

Project Managemnt and organization. It is great that you can customize the view to see what is due when.

The integration between projects, work flow and accounting is seamless. The report options are countless and the continuity between screens makes it very easy to train new users. The Workamajig staff has a dedication to making the product better and better which can be seen in their updates to the software each month. In addition, their support when issues or questions arise is beyond question, polite, quick and with a depth of understanding of the software similar to what you would expect your own employees to have when speaking to your clients.

There aren't many things I dislike about the software. I have gotten used to the Adobe Air version of the product that isn't currently supported with Platinum. Perhaps they will offer that soon.

Platinum helps us stay ahead of the curve, looking at leading and laging indicators so we can make the best business decisions. We use the software to see trends and fill in the gaps.

The sleek new look. It still has everything I need and is easy to move around, it just looks better getting the job done. It's easy to find just what you are looking for. I also love that information that is put on the calendar shows as a sidebar. In Classic, most users never used the calendar. In Platinum, all users will be using the calendar.

We use the in/out board daily. In Platinum the board does not stay open like it does in Classic. Hopefully this will be something that can be changed.

The new reports, charts and graphs are very helpful. They allow me to create the graphs and charts in Platinum instead of exporting data to excel and manually creating the same graphs and charts in excel. I save the time and honestly, the ones in created in Platinum looks so much better. I feel this benefits our company, saves time and presents a much nicer product.

Non-flash interface, panels interface is cool to use, makes it easy to get back to where you were.

Some bugs here any there but nothing major.

Better mobile use

I like how easy it is to input the time every day or every week. I specially like the copy feature so I can duplicate time sheets easily when I am working on the same projects for a while.

I don't believe I have anything in particular that I dislike.

It has been easier for me to enter my time every day, I just leave the page open on my browser and enter the hours on every project as I work during the day. With the previous version it wasn't as easy for me.

Support staff was very helpful. There was never a time when I felt overwhelmed even though I was training everyone in the office.

The best storage options weren't easy to determine.

Integrated project management, invoicing and budget forecasting

Two days before rolling out WMJ to our agency, the client portal and project manager were released. Made the decision to use Platinum rather than classic (flash based), due to the beautiful interface. It allowed a lower level of angst among both our internal clients, but staff users. For clients, It is more intuitive to use and requires less training than classic. This is a huge time saver for the few of us on my staff who are handling the training. Honestly, it is still a bit buggy in a few areas. During a roll out this has not been ideal, but the WMJ support staff have been EXTREMELY responsive to get us back on track. Thanks so much to Randy and Esther who are my rock'n team, and all the engineers!! Since WMJ just launched, plan on implementing the "Workamajig Way" which is a best practices approach to utilize the built-in functions of this very powerful tool.

Log-in credentials - Currently have to input every client log-in request (insert hair pulling). A client self-created log-in account would be such a huge assist (with review by WMJ admin). Understand, from the 5.0 conference, we may be able to use SAML. Emailing tech support - I would rather be able to call and speak with my account manager directly. Emails are cumbersome, especially if in a different time zone. So WMJ, hire more support staff to reduce the client load each manager has. It will make a huge difference and be much appreciated. Online training - Ugh. Only an hour a week is not ideal or practical when there are so many questions. More updated/current online videos showing how-to in all areas would be wonderful. A step-by-step guide in the program would be helpful to our clients (and us). Online help guide - Somewhat helpful, but needs to be more in-depth. Not all aspects are fleshed out enough to answer many questions asked. Security groups - A more detailed explanation of each specific permission. Some of it seems like in-side baseball. Terminology - Use the same language throughout the platform, guides and communications (e.g. tasks, assignments, task assignments, etc.). It will keep the confusion to a minimum. Language - Only in English. Our clients globally need to see the platform in Spanish, French and Arabic. Heard at the 5.0 conference that at least Spanish and French will be added, and will be user activated.

As the internal marcom production director, I was tasked to find a "one stop shop" portal for our internal clients. This was particularly needed for our colleagues overseas and in U.S. regional offices, in addition to the ones in our building (about 4,000 total). This meant all project requests for all creative needs must reside in one place and be customized (we currently have four, with two more on the way), and accessible from anywhere. Project requests need to be directed to the right project managers for review to avoid silos and gaps in coverage (connecting the dots). Production had previously managed only design projects. Our mandate was to now enable all marcom units with a staff of 50 (communications, social media, advertising, web, video, print shop, marketing strategy, Hispanic marketing and editorial/writing) to have projects in one location for easy review, management and reporting. Part of the reporting requirement was also to track time spent to show how resources/staff are being used (or overused), and which clients utilized what percentage of services (currently free, except for printing). It should show the metrics why more resources/staff and a charge back system are needed. Oh, and it should be easy to use to meet 100% use worldwide.

The interface and all around platform is very intuitive and provides for an easy and great user experience. It didn't take long to understand the flow of the platform.

I haven't been using it long enough to know fully what I dislike about it yet. I'm actually really excited for all of the new features especially with resource manager and on the CRM side.

I am on the business development side so really nailing down the sales flow using the CRM so we can assess the data and reporting for the sales side to really be able to see how we are doing.

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 has been set up in a way that it is easy for users to find the information that is relevant to them and can take an informed approach on next steps. I can't express how much thought, planning and understanding Workamajig does to make the user experience wonderful. This allows us to concentrate on improving our process and reading the data so we can improve year over year.

I really can't say I dislike anything. It just takes time to understand and find the functions you need in Platinum. If you spend the time learning, it pays off quickly.

Where do I start on benefits. The most important item, is organized and structured data points and the ease of updating templates.

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.

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 like that when you learn the process, it's intuitive and difficult to mess up. I also like the billing and accounting feature. The Acct. Manager training.

The invoice designer is cumbersome to use. Sometimes it crashes on me. Limited functionality for emailing invoices out.

Invoicing client regularly. Tracking time accurately.

That it has the ability to capture just about everything in our workfliws if set up and you used properly

We have found that we don't know what we don't know what the system capabilities. A few more over arching introductory. Look what you can do, videos would be helpful.

tracking and reporting

I like that WMJ is very robust. We use very detailed schedules and this allows us to do so and pull a lot of useful data from the reports. I also like the option to create custom views to use for different business functions. For example, I have a specific view I use when billing, and a different one for our production meetings.

It can be very slow at times. It is so robust that sometimes you need to peel back the layers of an onion to get to the root of an issue and find a solution. Checking or unchecking a feature may uncover new ones to navigate - which is good but leads to a lot of troubleshooting and discovery.

Again, robust templates and schedules are a must in our company so that is a benefit of WMJ. The new resource manager features are going to be quite useful in the future as well once we get our data input correctly and define best workflows.

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 interface is very clean and simple and makes it easy to navigate. Logging in as a new user isn't overwhelming.

This tool does many things, and it can be hard to learn all of it quickly.

It's been extremely helpful in helping to know if I'm spending too much time on a project in terms of the project budget.