Planview AgilePlace vs. Service Autopilot

This tool enables the visual management needed in many offshore teams to easily and quickly see the pending work, work in progress and completed work.For teams that work with a waterfall methodology and do not have AGILE internalized, I believe there are other solutions from Planview or other providers.

Service AutoPilot is a fantastic system for client service tracking and scheduling. While there are a few features and details I would personally like to see changed or added, the ultimate purpose of the system is well executed, fairly simple to use, and easy to understand. My recommendation would be to add more specific details such as canceled or closed clients and closed/canceled service history on active clients to remain permanently.

Incentivized

• Visual kanban board that is easy to customize as the team's needs change
• Real time collaboration allowing teams working remotely to stay up to date on current status
• Allows versatility for how a team needs to capture details on the work at hand by utilizing card icons, card types and custom data points
• Card scoring is easy to setup and provides the team the ability to set values to better prioritize their backlog
• Ability to add card automation to take out some of the repetitive manual actions

• service history, tracking
• service scheduling
• service/client notes

Incentivized

• Ability to add more than 1 visual cue to the card. We use custom icons and sometimes more than 1 is appropriate but you have to choose which is most important since only 1 can be applied.
• Better visibility to board access from the user administration screens. Currently have to run 1-2 reports to see this information. Would like to be able to click on a user within Configure Users and see what boards they have access to quickly.

• when closing/canceling a service completely from a clients account it would be nice to still have the history to see what they had done in the past incase they change their mind later and wish to continue the service
• cancel/closed client historys would also be nice as if someone sold their home, it would be nice to be able to see what was done on that property prior to inform new owners, etc.

Incentivized

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.

Service Autopilot has a versatile set of features that we use across all facets of our business. We use it for history tracking on clients properties, notes specific to the service and/or the client, as well as pricing details

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

Not experienced any outage

Incentivized

Larger boards take longer to load

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 easy.

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

We use the two systems collaboratively. Both systems offer different features which we use bits and pieces of what we need from each to make the system work for our needs.

Incentivized

Good use cases for small/large teams

Incentivized

• LeanKit has made it easier for new employees to understand other employees' roles in the company by seeing their workload.
• It makes it clear who is responsible for what project so that there is more accountability at our company.
• It helps our project manager schedule new projects in a way that we all can see.

Incentivized