EPM Live vs. Stackby

EPM Live is well suited for a business that feels they are slightly disconnected between departments. If you think you're sales and support staff need to be better connected with your development and programming (like us), then you can benefit immediately. There are a host of other features to help any business that has a lot of "irons in the fire". They make it a lot easier to pinpoint what areas need more attention and what areas probably should be spending so much money.

Based on my experience, I can provide specific scenarios where Stackby is well suited and others where it may be less appropriate: Project Management: Stackby is an excellent choice for project management scenarios. Its ability to create custom databases, track tasks, assign responsibilities, and collaborate in real-time makes it highly effective for managing and monitoring project progress. CRM and Sales: Stackby is well suited for managing customer relationships and sales processes. Its customizable database structure allows for organizing customer information, tracking leads, managing deals, and generating reports. The ability to integrate with other tools further enhances its usefulness in CRM and sales workflows. Content Planning: Stackby is a great fit for content planning scenarios. Users can create databases to manage editorial calendars, track content ideas, assign tasks to team members, and monitor content performance. Collaboration features facilitate seamless content collaboration and ensure timely publishing.

• EPM Live has several modules that users can use for their project management solutions.
• EPM Live can be customized by the company that is using it.
• It integrates well with Microsoft products.

Incentivized

• Ability to collaborate with team members on the same spreadsheet
• Ability to integrate multiple tools for centralized utilization (i.e. Facebook, Google Analytics, project management, etc.)
• Ability to send SMS and messages using integration with Twillio and Whatsapp
• All spreadsheets/databases securely saved in the cloud instead of on local hard drive(s)

• Performance is not always consistent. There are periods of time where everything goes wrong with the tool, and there are times when everything just goes perfect. It seems like a cycle that lasts couple months.
• Support is not that great in terms of solutions provided. Most of the time the support responses are not helpful at all.
• The vendor is not proactive in planning the releases specific to customer. We had many issues because of inadequate release planning.

Incentivized

• Implement the same views available on desktop into the mobile app
• Internal automations (like Airtable)
• Ability to implement and display info as a dashboard (like Airtable)
• Polish up the formatting of formulas, inputting them causes user frustration due to the formula input cursor jumping around
• Better intelligence and ease of inputting data in bulk i.e have the fields automatically identify what data is being input and format appropriately (like Airtable does)

Our staff have found it easy to implement and use. Virtually any company can improve the way it manages its resources, and those improvements can deliver real competitive advantages. If you are finding your current software wanting, look at EPM LIve. We are happy we did.

Stackby is overall pretty easy to use, especially if you're used to something like Airtable or SmartSuite. Some of the pages seem like near exact clones (though they put their own creative spin on things). I'd prefer a slighty fresher interface (like SmartSuite), but I'm willing to sacrifice that for the better price and great customer service.

When we have needed help (infrequently), the help has been prompt and understandable.

Extremely responsive, helpful, and friendly support (unlike many other SAAS teams out there).

The experience with TaskRay was like night and day. The TaskRay representative has always been responsive and helpful. EPM's promise to integrate with Salesforce was limited at best.TaskRay exists within Salesforce, so the install and customization took less than a day. Ultimately we are still evaluating solutions and working with EPM made it easy to see what we were not looking for in a partner.

I have also tried Ora.Pm. Infinity has better graphical interface, but nowhere near as many features and the UI isn't as effective (i.e, moving around with keys). Grist has a much more technical interface and it comes from being more of a database/interactive spreadsheet vs Stackby. Grist has much more functionality in terms of formulas, but is much harder to learn to use and less other functionalities. Ora.PM is more of a test at a task management app, and doesn't compare - Stackby is much better.

• This product has actually caused major frustration for the IT team and we were never able to deploy it past IT.

Incentivized

• By its customisation, I have seen business intelligence that was not evident or available by using other software
• Has helped to organise all my data (work and personal) into interesting relationships that help with better decision making
• Has created extra curiosity in its flexibility and customisation to have all my datasets used and manipulated into meaningful ways