Projector PSA vs. Whimsical

We think Projector PSA is a great tool to track and manage people in a professional service environment like management consulting. This system is easy to set up, easy to understand and should easily suit the needs of smaller and medium sized firms. It may be less appropriate for firms that rely very heavily on project management through another system (like MS Project) or firms that rely very heavily on a sales pipeline tracking system. While still very much possible to use, you would (I believe) have to do some re-keying between systems

It's extremely well-suited for rapid wire-framing of concepts, as product teams can quickly collaborate on any idea and create a visual blueprint of it. Whimsical could provide more intuitive feature prioritization templates. The current templates lack the necessary detail and could be further enhanced from a UI/UX standpoint.

Incentivized

• Time tracking. For a service company that typically bills retainers, it is very important to be able to assign a direct cost to your resources at all levels and analyze your profitability.
• Expense reporting. Projector easily tracks expenses of all types and allows you to categorize them under non-billable projects, client billable projects and/or client development ventures.
• Reporting. Projector has a large list of standard reports right at your fingertips. These reports can be extracted as Excel docs, mdp files and other useful formats. They are intuitive, clear and easy to analyze. For those you need on a standard basis, you can set them up to pull on a recurring basis. It should be noted that all reports are easily customized and Projector's support team is always there to help get you the information you need.

Incentivized

• Simple to use
• Tons of uses
• Can be customized with themeing
• Can organize all your boards pretty much however you want

Incentivized

• The split between the desktop and web environments was awkward at times.
• While the reporting modules are powerful, creating reports can be complex and required a fairly deep knowledge of the product.
• The appearance and interface of the desktop application appears somewhat dated.

• It can be a little frustrating trying to line things up exactly right but that's probably more user error than anything

Incentivized

We have been using this tool for a year now and find our use of it continually evolves and broadens. We are also very excited about the overhaul that's under way and feel many of the improvements being put in place will help make us that much more effective and efficient. The Projector team is also very responsive and collaborative in terms of user feedback and improvement suggestions, which helps us know they will work hard to help us get what we need out of the tool.

Desktop interface feels complex to new users.

Whimsical is overall very easy to learn and remember. One issue with the usability occurs when you attempt to move connected boxes around the workspace. Frequently connections break or do not add easily, causing further disconnects. You can manually fix these issues, but it's a oprobem that seems would have an easy fix

Incentivized

In 5 years of use we have never experienced an unscheduled outage.

I reached out to support, as I was interested in possibly investing in the organization, and they quickly and happily informed me they are a bootstrap organization and do not take on investors at this time. The swift response and information readily available for my consumption was extremely helpful and shows how solid the team behind it is.

Incentivized

We switched to Projector from Open Air. While Open Air was a good tool, we found it wasn't really designed for project management at the level of detail we needed from our PSA and used MS Project and Excel to supplement Open Air. We also struggled with the invoicing side of it, manually combining invoice summaries with custom time and expense reports in Acrobat. Projector however, was designed for project management. We are able to manage projects, track time and expenses, and invoice all out of one system. The project setup can accommodate a wide range of complexity, including milestones, dependencies, etc. Project and resource dashboards also help see the services portfolio and team at a summary level and allows us to zero in on particulars easily and more meaningfully than we were ever able to with Open Air. Invoice templates are also easily customized and we were able to get several set up quickly to meet our needs. Lastly, Open Air required us to purchase and pre-pay licensing for a year, so if we lost staff mid-way through the year, the unused seat was not prorated. Projector licensing is paid monthly based on actual number of active users that month, which makes more sense for a team with fluctuating headcount.

ClickUp's mind mapping tool was very basic and hard to use from my perspective. Whimsical was by far easier and did what I wanted for a SaaS/cloud-based mind mapping tool. Xmind is fine as a desktop app, but updating the app was a pain whereas, with Whimsical I don't have to worry about that. Also, I wanted to continue working on a mind map wherever I was, even if I didn't have my laptop or device with me and Whimsical allows me to do that.

Incentivized

• Even in the small time that I stayed to see Projector PSA reporting I saw ROI projections become more realistic. There was real data to analyze that proved we were spending way too much and charging way too less on some projects.
• Although employees were not used at entering their hours, this single reporting improved operations management and validated employees concerns that more people were needed to manage workload
• Project proposals were more realistic because they were driven by real data.
• Decision making overall for the department became more efficient and effective

Incentivized

• We've been using free version, so it's a no brainer.
• As it helps us focus on the information organization process, we don't lose time redoing work due to the lack of planning before doing design or code.
• We can collaborate on the same project, so it's easier to get things done as we're working from home as well.

Incentivized