Expesite (discontinued) vs. Planview AdaptiveWork

Expesite seems to be a good program for a client to communicate with their general contractor. It allows the GC to log in to one portal to handle all forms of communication rather than having to email certain things and use DocuSign for others and follow up via email to make sure that tasks are completed.

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

• Provides a dashboard where you can see all jobs that are going on with a particular client.
• Makes submitting and tracking change order requests simple.
• Makes tracking the status of pay applications simple.

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

• User-friendliness. My biggest gripe about Expesite is that nothing is intuitive. I wouldn't intuitively think to look for anything in the place that I can actually find it. For example, why would I go to my "inbox" to see where all of my jobs are? I would think that would be what the dashboard would be for.
• I understand it's a security measure, but changing the password so frequently gets challenging and this is the only program that I use that it changes as often as it does..
• Finding documents on Expesite is a nightmare. As a GC I need to be able to quickly log in and see if there are any brand new documents that I should be aware of, and perhaps I'm just using it wrong, but I haven't found any easy way to do that. It's very frustrating to have to dig through all of the files to figure out what has been updated.

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

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 has made communicating with our important clients easier by centralizing the communication.
• It has made submitting change order requests quick and simple.
• It has helped to speed up the accounting process because we can log in at a glance and see a status.

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