WorkflowMax vs. Wrike

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.

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Wrike is well-suited for content creation, review, and management. I can't speak to other types of work it can be suitable for because I use it as a writer only, but I would recommend it to other people in content creation fields who have to work with a team. A friend of mine is an editor at the local newspaper, and I think some features of Wrike would make her editing tasks a little easier and promote more cohesion in her team.

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• 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.

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• different views to accommodate different users workflow
• predecessors and successors to tie tasks together and adjust dates as a group
• Being able to see other people's workloads so when I am planning my projects for the upcoming quarter, I can set a project delivery date that is better suited to workload and is more realistic

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• 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.

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• Templating.
• For example, let's say we are onboarding a new client. There are certain tasks that need to be done. It would be great to be able to create a new project and have certain tasks preloaded.
• Importing.
• Importing may seem easy, but there is so much nuance to it. The fact that you need to make sure the parent task comes before child tasks is very difficult to do without the help of AI. Also, I am not sure it is possible if you have a thousand tasks to import, to make sure that you have a folder structure and parent/child tasks.
• I also find that the documentation is lacking and the 2 import methods lacking as well.
• Customize my inbox. When I log into Wrike, my Inbox is the first thing I see, but this doesn't show the full picture of what I want it.

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Because we can't imagine being without it!

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I wish that Wrike had more drag and drop functionality that would be connected to assignee and also I wish that the finish date of a task would update to the date where you checked completed. It does not do that. Also finishing a task doesn't move the start date of the next task it "protects your time in that way", but our management team wants us to quickly see what we have down the pipeline rather than having to scroll down the list of upcoming tasks.

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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

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The platform is intuitive, easy to navigate, and flexible enough to accommodate the complexity of payer contracting workflows. Features such as custom workflows, automated reminders, and real-time collaboration make it simple for our team to stay aligned and efficient. Wrike allows us to track negotiations and related tasks without needing extensive training or technical expertise, which has driven adoption across departments and ensured consistent usage.

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Over two years of (almost) daily usage without outages. Don't remember any errors. I give it 9 only because some Wrike plugins (for online document edit) are based on NPAPI architecture. These types of plugins are being phased out in new browsers, and NPAPI plugins are disabled by default in recent versions of Chrome so you have to do some browser adjustments when you switch browsers or move to another computer.

Wrike tasks loads fine, but I hate clicking files and wait for a bit of time since it is powerpoint or word, Wrike assumes I want to open those on Wrike. My suggestion is to link it to office 365 so we do not need Wrike based decoder for PPTX and DOCX

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

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During my learning phase with Wrike, I initially struggled with setting up automation rules and request forms. However, Wrike support was always my go-to, resolving issues within seconds or minutes. Their assistance made the learning process much easier. My best experience was receiving step-by-step screenshots to follow, with the support team on standby until I was completely satisfied.

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We had staff in person provide some training

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I love the Wrike training options. Wrike Discover has tons of courses, learning plans, certifications, etc. This is an area where Wrike definitely shines! I wish these resources were more in your face for new people, because it seems like a lot of coworkers didn't know all of this training was available to them.

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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?

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There are a lot of bells and whistles in Wrike, and not all of it is easy or intuitive to understand once it's plopped in your lap. It's easier when there are a few choice people who understand Wrike as a platform and articulate it in such a way where it makes it easy to pass it along to others in the group

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!

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We use both monday.com and Wrike. While Monday does have a better user interface, Wrike allows us to have more visibility into tasks where multiple people are collaborating. And also to receive project brief-ins and requests for new projects. We use both differently and I would say for us Wrike is more the collaboration tool than the day to day individual task management tool - and it works great.

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company purchase

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The sky is the limit for what can be done in Wrike. We started with 1 use case and within 5 months we migrated several key business practices over to Wrike because they were easier to manage. Use cases so far: process improvement, management review, corrective actions, maintenance requests, month-end financial closing, and document management. As we grow, it's easy to imagine putting even more into Wrike where it becomes a cornerstone for how we do business

I do not use professional services.

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• 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.

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• Wrike has improved our resource management significantly.
• Wrike has improved the request intake process for us.
• One negative impact of using Wrike is that we had to include Workato for some customised automations, which were not supported by Unito, but this can be on a need-to basis.

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