CloudBlue PSA vs. Planview AdaptiveWork

For organizations with 10+ employees, I think it is suitable. Smaller shops might find it overly complex.

Incentivized

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.

Incentivized

• The help desk ticket system is robust and modern.
• Billing & invoicing from Harmony meets all our needs and is easy to use.
• Project management and scheduling features help us stay organized and on schedule.

Incentivized

• 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.

Incentivized

• Training resources are still a work in progress.
• As a software engineer, I'd like to see a more extensive API

Incentivized

• Planview AdaptiveWork's ability to create relations between work estimates, resources, and time is one of its strengths but also one of its drawbacks. The average user is a little less considerate of the way these things interact with each and the automatic way in which Planview AdaptiveWork will affect one or the other can occasionally create a confusing scenario if the user is unaware of how changing one will affect the other

Incentivized

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.

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.

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.

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

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.

Incentivized

• 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

It's easy to access and frequently offered. Often I'm amongst only a few people on the call and get virtually individual attention. I also learn and share with the other attendees and we can see how we've each solved similar challenges.

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

Incentivized

Connectwise was the 600 pound gorilla with lots of features, but it was also the titantic, too big to get out of its own way. We found it too complex to use and too archaic to integrate with. As powerful as it was, it was missing a few key features that a modern PSA like CloudBlue had as a matter of course. CloudBlue feels like the new generation, and so far it's only gotten better as they grow.

Incentivized

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

Incentivized

• It's allowed us to migrate away from home grown solutions to adhere to industry standards and better utilize our engineer's time.
• Quoting new projects and hardware is easier to delegate and vastly more efficient than our previous methods.

Incentivized

• Planview AdaptiveWork allows us to report out on the status of our real estate projects on a regular basis. We have internal objectives that need to be met for on-time delivery and Planview AdaptiveWork provides us the data to be able to show how the teams are tracking on delivery.

Incentivized