Airtable vs. Planview AdaptiveWork

Airtable is an ideal platform for small and growing businesses to keep track of just about EVERYTHING they need to keep things running smoothly. It's a great way to keep tasks organized, and keep everyone on the same page with progress on all things. Our company finds the kanban particularly useful, as products go through a lifecycle from ideation to retirement, it's good to keep a database of what is in production, what's working, and what we've tried before. I can see the platform being challenging with much larger businesses, but for the small to medium businesses I've used the platform with, it is ideal.

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I've been an AdaptiveWork (Clarizen) admin for the past 14 years, so I've seen much improvement since I started working with the product. I'm very happy we can utilize the hybrid mode by using the cards, I think this was long overdue but it works very well.

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• I can create tables, create and customize fields
• Airtable has capabilities commonly found in spreadsheet applications, but also has some of the features found in databases.
• The ability to filter fields. I set up a filter on the status field, so when a project is marked, complete, on hold, or canceled, that record is hidden from my current projects table view. If it is marked complete, the record is moved to the completed projects table view. In this way I can easily access a record of past projects
• Being able to duplicate tables and create alternate views
• Collapse and expand records. When I collapse the rows, I can easily scan current projects, next steps, project status, and due dates. When I expand the row, or field, I can see more detailed information about that field or record very easily. I can also expand or open the entire record. This is is helpful, when I am entering a lot of information to multiple fields in that record.

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• Many ways to acclimate to the system; documentation, videos, community, and contacts.
• Planview provides scalable customization options tailored to the unique needs of each business unit or department. Easily add or remove fields in the system. As the admin, it was easy to learn how to configure.
• Offers flexibility to adapt to existing systems and align with organizational workflows and processes. There are multiple ways to customize each part of the system to meet our needs.

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• When records are deleted, there could be more options for what happens to associated records in other tables.
• Multi-select fields should be sortable.
• The per-user pricing model can be cumbersome when you need to share bases with third parties but can't use a publicly accessible URL.

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• When it comes to reports, it would be great if there was an easy way to roll-up the results instead of having to create configurations to summarize data.
• The consultant experience has not been great when it comes to more advanced needs for configurations. The consultants are in a different timezone which limits hours to work together and it seems hours are spent trying to determine what the requirement is and when the initial thought is that the configuration is possible, it may result in not being able to assist.
• Charts in the reports section are not able to be exported
• When pulling a report together, you need to make sure you pull from the right "item" or level. If you decide you need data that resides in another "item" or level, you need to re-do the report from the beginning.
• Because the system is so configurable and I imagine different clients use the system differently, when you need something automated in your account, where you need to pull a consultant or SME in, the person doesn't necessarily understand your configurations and how things work so they are unable to give recommendations on how to solve problems that don't impact other configurations you already have set up in the system.
• Templates cannot be updated unless they are pulled into a project and then re-saved. In the templates module, you are not able to open a template and edit to re-save. Therefore, making updates to a template can be very time consuming having to find a project to use to pull it in, make updates, re-save and then pull out. It would be great if the templates module allowed you to edit the templates and re-save.

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We will 10/10 renew the use of Airtable because it has brought great value to our team. Not only is Airtable affordable, but it's also user-friendly and helps our team be efficient. We no longer need to rely on Excel spreadsheets being passed from person to person via email. Furthermore, we aren't dealing with corrupt Excel spreadsheets and the need to salvage data when a file is accidentally altered.

I give my renewal of this product a 9. It's only because we never know what product may come out next and how other factors in our office political environment may cause impact upon this. If I always had my way, this is what we'd settle on as our de facto project management system.

IMO the usability of this product is its greatest asset. The UI is clean and the menus are intuitive to the point where I'd feel confident having a non-spreadsheety colleague take on building an Airtable for the first time with next to no training. I can't say that about every table-like software product that I've used such as Notion.

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It is easy to configure, intuitive. The customization process is in some ways better than Salesforce.com. It has a great UI. It does however depend on how it's implemented.

The design of it is generally fine, however the ability to data upload people from a spreadsheet is an obvious miss.

I have rarely experience downtime, compared to other tools, and given how much time we spend on the tool. Even if there were to be, their updates on it are very timely, and our support team are able to provide any questions regarding

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Sometimes it is slow when everyone is entering their time on Fridays or Mondays but other than that we rarely see downtime and maintenance notifications are well in advance.

I never had any issues with load time, even with the integrations that we use today (google sheets) However, I'm curious if adding additional layers of integrations would slow down performance. We do carry quite a bit of data in Airtable, but, again, no impact on overall performance

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Reports: Quick to Reasonable

Most Ancillary Pages: Quick to Reasonable
(By "ancillary" I mean lesser used/master data maintenance pages - e.g. People, Customers, Individual Tasks, Milestones, etc.)

Work Plan (with 100 sub items): Reasonable to Slow

Airtable has great support. They have a variety of support features to answer any questions. They have great self teaching instructions for templates and product tours. They also have support for teams and project management. They also have a fantastic customer help line. They are able and willing to answer customer questions and never have customers waiting long

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It's a good experience overall. Clarizen was useful when needed. It's mostly needed for advice on how to do more sophisticated actions or how to change something that was set up administratively. It's seldom used otherwise. The product consistently works, the documentation is acceptable, and the generally intuitive product is easy enough for most staff to pick up without much issue.

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This training was done in-house, but the Airtable team provided resources and how to guides to ensure that we covered all components of the system

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• We worked with a Project Manager on their side. He was very good about developing a project plan to hit our goal. I think we had weekly or twice weekly calls – very steady cadence over 3 month period.
• Their PM skills were great – kept us on task. For the last week, they sent 2 people on site and they did training for power users. After that a couple of them revisited here

Recorded trainings were provided by the Airtable team. Great as an evergreen resources to new team members and for anyone that wants to refresh their Airtable knowledge

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Our trainer, Alex, is exceptional and knows the product really well. I swear he must have wrote the product himself! His manner with training is very easy going, gives you homework that is applicable to what you need to learn and stages it correctly for you. It was a pleasure to be trained by him.

Training all users was an important part of the implementation, which did take considerable time and effort. At first glance without training, the content calendar can be overwhelming because of the amount of data. The features within Airtable seem to be endless but our team was able to identify the most important to be successful.

We have been able to implement AdaptiveWork pretty easily but it requires updating of resource availability and continuous training as roles change and new people join the company. Other documentation is used such as spreadsheets for longer range planning and project approval

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Airtable was a really good fit for this specific use case as it provided a huge number of collaboration features in an intuitive and pleasant-to-use interface. The free tier worked initially with our work, and the upgrade pathway was fair and made sense for us.

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Planview AdaptiveWork was the right size, at the right price point that fit our customization and integration flexibility. It is intuitive to use but allowed us to add complexity as our needs grew

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I did not help purchase the product, but Airtable's per user pricing structure is inconvenient when some users only need occasional or read-only use.

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There are TONS of opportunity to scale, but I think it's a matter if you have the time and resources to do so because the initial setup can be fairly time consuming and prioritized dedication

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• It gives us a real-time experience of working.
• Through this platform, I always have the idea bout which of my team member is working on which particular part of the project, I can easily track their progress, and also I can easily correct them where it is required by adding sticky notes, by sending the attachments and URLs.
• Quality services.

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• By implementing Planview AdaptiveWork on a company-wide level, we have been able to remove the other project management tools we have been using and consolidate our costs for technology down to a single tool
• The ability to incorporate cross-departmental work and communication has streamlined our project management processes to a point where we can work seamlessly together without interruption trying to consider the gaps between tools
• Reporting capabilities from the unified tool has given our leadership insight and the ability to make strategic business decisions more effectively than ever

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