Oracle Primavera Submittal Exchange vs. WorkflowMax

[Oracle Primavera Submittal Exchange] is very easy to train new users on it and have everyone on the same page. The daily reminder emails can be a pain but if there are documents needed from a trade it is a great way to remind the the it is in their ball of court to act accordingly and get the documents uploaded because there might be other trades waiting on them.

Incentivized

WorkflowMax is a good solution for the architecture and design profession in that it allows for multiple ways to track a project, apply time to a project, and invoice against a project. The ability to do staffing forecasting and future planning fills a need that most firms in this profession require.

Incentivized

• It is very easy to navigate the site and find what you are looking for.
• They have a great support team.
• It is easy to remind different trades via notification of there are documents or submittals needed for them.

Incentivized

• Great for managing teams which are not in one spot. Awesome for small or growing businesses with employees who might work from home.
• Really good for teams to keep up with where a project is at against the time left to achieve the goal
• Great for keeping all the information for each project in one spot.

Incentivized

• The daily reminder emails can quickly keep filling up your inbox.
• I can't think of anything else because it is very easy to use.

Incentivized

• Integration with inventory - there are a lot of companies out there which provide a service which includes selling items either purchased or held in stock or "kitted"
• User permission levels need to be more flexible and ideally closely tied to Xero
• Two way integration with Xero - ability to import invoices to specific jobs
• Ability to save pdfs to purchase orders, invoices (like Xero)

Incentivized

Because we can't imagine being without it!

Incentivized

It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas

Incentivized

We have had very few issues with Max

Incentivized

Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?

Incentivized

Procore is a bit more expensive but I think it brings more to the table.

Incentivized

I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business.

Incentivized

• It has allowed us to manage our submittals better and get the back in a timely manner to schedule projects accordingly and keep the flow going.
• It can be a little time consuming to get the project data entered but if done right, it is worth it.

Incentivized

• The time the company saves by using employees efficiently on each project makes the purchase of this software worthwhile. You can clearly verify how much time the staff spends on each project, with each client, and you can compare whether it is profitable or not the hours invested, thus increasing your profits.

Incentivized