OpenAir PSA vs. Planview AgilePlace

I would only recommend OpenAir if you are a company of 100+ with complex business processes and have a need to integrate into multiple external systems. I think most project managers find it cumbersome and irritating until they are trained on what not to use. It needs a more simplistic obvious approach rather than having every feature exposed all at once.

Incentivized

AgilePlace is a great way for teams, or individuals, to bring visibility to the work in process and in their backlog. The color coding and icon use helps to quickly analyze the type of work or status of the work. The product team is doing a good job at listening to their user's feedback and implementing improvements. Where it falls short is when reporting needs to occur.

• We had a specific process down pat with QuickArrow and wanted similar functionality. It gave us that and more.
• It has a lot more reporting functionality than QuickArrow. There are hundreds of options for layout, what is reported, etc. I haven’t played too much with those reports yet. We more or less just replicated reports I had in QuickArrow. We needed the professional services/transition team at NetSuite to help me. There are too many options at this point. I imagine we won’t use all of those reports. Quick Arrow had a lot less.
• Mobile Capabilities – There wasn’t a mobile concept for QuickArrow. OpenAir has been beneficial for iPhone users for time sheet submissions. There is no app for Droid users yet. There are not a lot of users out there, who really know how to use it yet. Managers are not using the app for dashboards/reporting, etc. The field has been pretty quiet but they do really like the mobile app feature. They like not having to go to laptop to enter their time. That’s all we require of them – just time entry. We ran into some glitches - some of the time sheets submitted via iPhone did not get to the tool itself. That happened in one instance. I made QA aware of it. I am not sure what the resolution turned out to be.

• Okta Integration: We love using SSO for all our SaaS apps, and as new team members join, they can be automatically joined to the appropriate LeanKit boards.
• Filtering and viewing: Can filter and refine by several fields as well as custom fields. Assigned Users, Tagged, Card Type, Date, etc
• Their analytics and reporting can be helpful for PMs, especially if they have several teams they oversee.

Incentivized

• The UI of many parts of the system is really poorly designed. Inputting and updating forecasts is a very time-consuming and difficult process for our PMs and it doesn't allow any type of upload from a spreadsheet (which might be easiest in absence of a decent UI).
• I have extensive experience with the reporting piece of OA and have a list of notes and improvements. The entire module is very inflexible at least pieces of it are not intuitive. Easy example: If you create a custom calc with a filter on Project Type to only include hours from our customer projects (Impl and MS), but then create a report with a filter to only show hours from MS, that custom calc won't work properly. The filter logic is unable to handle multiple filters on the same field.
• Specific example of a ticket we've filed but not heard back on: When you close a project, any remaining forecasts from that project remain active and show as "committed hours" against those individuals which doesn't make sense on projects that are closed. Why would you not give an option to delete any remaining forecasts when closing a project as default behavior?

Incentivized

• The formatting of what they call "cards" could be better. They can be clunky if you have a lot of text in just one.
• Needs better support for media, attachments.
• Not the most pretty interface in my opinion, though it works.

Incentivized

We plan to continue our use of NetSuite OpenAir for the reasons cited already. Outside factors, behond our control, would be the only reason we would not renew -- such as an executive mandate to use the same platform going forward. If such were to happen, our Services processes would need to be revamped, as other PSA solutions do not support our current have-to-have criteria.

we are happy with the tool and the service and continuos improvement of the tool so there is no need yet to change to another one.

In this day and age I should not have to read a manual to understand a product. It should be intuitive to administrate and perform basic tasks. It feels like a ton of intelligence was poured into making OpenAir feature rich but no where near as much attention was given to the user experience.

Incentivized

LeanKit isn't the best designed Kanban system I've seen, but overall it's pretty usable. The boards I've used are pretty complex, so it can be difficult to find things. I found that searching and filtering for specific cards was somewhat of a challenge. Dragging a card from one lane to another is kind of a fun way to get things done though.

Incentivized

We have not had any outages.

Not experienced any outage

Incentivized

The performance was acceptable. If you had a very large data set you were working with it might take a little longer, but within reason.

Larger boards take longer to load

Incentivized

As an admin, I've had more contact with OA support than most. I've found their response to tickets typically timely and helpful, however many of the responses to tickets are "we will file an enhancement request" and then I never hear about it again. So not terrible, but not a very fulfilling experience.

Incentivized

Every time I have reached out to the AgilePlace support team I have received a timely response in addition to professional & personal feedback. Their consultants are knowledgeable and the management team is happy to jump in and help when needed.

Very knowledgeable and able to articulate how other customers configured the solution to meet their needs as well as the best practices they recommended.

We did a 3 day online remote course back in April. NetSuite prefers training to occur before migration. We went over the functionality of tool and three months later we migrated. Personally, I didn’t find it that beneficial. Certain parts of it were beneficial as they applied to me – talked a lot about invoicing capabilities that didn’t apply to me. They also have knowledge base / e-learning assets, but I haven’t referred to them

It went fine. Everything came over the way we wanted. In addition to migrating the current projects we wanted to migrate historical data – did that seamlessly. The finished product looked pretty good – just needed to tweak – and they helped us with that

Very easy.

Incentivized

It was our goal to be on a single vendor solution for all aspects of our business: CRM, Project Management, and Finance. By choosing NetSuite with OpenAir PSA, we were able to eliminate the need for three other vendor solutions that required external integration among the disparate systems (Salesforce.com for CRM, MS Project Server for Project Management, and MS Dynamics for finance).

Incentivized

Originally, we had evaluated two other tools next to Planview LeanKit: Kanbantool and Kanbanflow. The latter was a close contestant for productive use, as it was also very customizable and a joy to work with and look at. It also had lower user fees and a mobile integration. In the end, we picked Planview LeanKit because of several reasons: Aesthetics: The look was much more clean and professional. Reporting: It was obvious from the start that we could use Planview LeanKit as a tool for improvement. API: We needed to integrate the Kanban into our central systems and Planview LeanKit API was (and still is) a way to do it. Card Headers: This sounds like a simple thing, but the headers above the titles fit our work perfectly and looked perfect, which helped the decision.

Incentivized

Once the system is setup, it's easy to manage and maintain.

Good use cases for small/large teams

Incentivized

• It covers our requirements for time tracking and project/resource management better than the previous solution we used.
• Project managers are happier having this tool for their job and also because it is running on the cloud as opposed to running on-prem.
• It doesn't help in any way improving the "chasing" of the people that don't submit their time-sheets in time. This one stayed the same as before.

Incentivized

• Our team meetings are more direct and quick to get through thanks to the better visibility of the workload
• Easily being able to move cards between team lanes gives instant visibility to where the responsibility for the next step is needed.