Planview AgilePlace vs. WorkflowMax

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.

WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.

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

• You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
• It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
• It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.

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.

• Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
• The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
• No search function to find a specific job, you have to scroll through all jobs allocated to you.

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.

Because we can't imagine being without it!

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

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

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.

The support team are excellent. The only downside is that you can't phone them!

Incentivized

Very easy.

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

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

WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!

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

• Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
• Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.

Incentivized