WorkOtter
#1 Rated SaaS Project, Resource, & Portfolio Management PPM
5 /5 (155 reviews) Write a Review!WorkOtter Overview
What is WorkOtter?
WorkOtter is the top rated Project, Resource, and Portfolio Management (PPM) SaaS on GetApp for PMOs up to 200 users. WorkOtter is ideally suited for IT, Engineering, New Product Development, Engineering, and other project-centric teams struggling to get off spreadsheets an instill a simple supporting suite of features.
Clients appreciate the elegant user experience, simple layout, easy to use features and integration into popular solutions like JIRA, Microsoft Project, Excel, Word, Google Drive, Box, Dropbox, Sharepoint, and Office 365.
The highlight of WorkOtter are animated "Magic Dashboards" that take dry boring reports and bring them to life through animations and interactive features. The 50+ templates were developed by Ernst & Young consultants in concert with client PMOs and are easy and fun to customize/configure.
WorkOtter client support includes a dedicated implementation team and a 30-day guaranteed set up to get your PMO automated quickly and producing immediate value. All implementations include training, configuration, data import, and report configuration at no additional charge. The WorkOtter help desk is also top rated and includes only US based, college educated, and deeply knowledgeable support staff with a minimum of 3-years experience.
WorkOtter Overview
Pricing
Pricing options
Full License = $35/User/Month
Team Members = $20/User/Month
Limited Access = $10/User/Month
No additional charges or add-ons.
Requires annual support package and a one time implementation fee. Pricing is based on contract length.
WorkOtter Features
Media
WorkOtter Reviews
WorkOtter Reviews
This Was the Right Choice!
The overall experience has been overwhelmingly exciting, and the people who are involved with this software played a large part in this. The sales officials, support team, and installation guides have all instilled a sense of trust in me with WorkOtter. There were a few confusing moments throughout the learning process, and the staff on-call through WorkOtter really took charge of the situation for us. Every question we have had has been answered and in a satisfying way.
WorkOtter to WorkBetter!
WorkOtter has been a pleasure to work with! It is extremely user friendly for our most tech-savvy employees to those who struggle with new technology. I highly recommend this software for project management needs.
We Have Found Our Project/Resource Management Home!
No surprises and the implementation was as promised..30 days!
Incredibly interactive, illustrative, imaginative & engaging. Love it!
I would say 'WOW '! My experience was really great. It was far more intuitive that I expected. For even an employee of mediocre knowledge, any of our personnel would be able to get up to speed with this very quickly. So our employees wouldn't need to spend an exorbitant amount of time in training..
The reporting is truly amazing & advanced. For example, when you click on the ‘reports’ dropdown, there are so many great reports to choose from, depending on what our managers are desiring that particular day. This for me is really key. And from what I can tell so far, they are very visually appealing as well (high color, dashboard animations, seeing multiple metrics on the same dashboard, how data bubbles change over time, etc). Overall, I am very pleased with the aesthetics & ease-of-use.
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This Was the Right Choice!
Pros
There are so many things that I like about this software but just to name a few I would have to say for sure the cohesive way it functions with Microsoft Excel. We are at the beginning of our companies development, and so until diving into this program we have been using strictly Microsoft software to maintain scheduling, data, reports, etc.. The transition has been easy and enjoyable as everything aligns very well with our current documents and what other employees are comfortable using at this beginning stage.
Another great thing I have discovered about this software are the interactive visuals within reports. These are great for understanding the flow of finances, the growth (or lack of it) that is taking place, along with the strategies that are underway that are (or aren't) making an impact. Now that I have this tool in front of me, I can better make decisions and in turn, provide more impactful data to the other people on my team.
Cons
Nothing! It has been such a game-changer within our business in just the few months we have been using it.
WorkOtter to WorkBetter!
WorkOtter has been a pleasure to work with! It is extremely user friendly for our most tech-savvy employees to those who struggle with new technology. I highly recommend this software for project management needs.
Pros
Everyone at my company loves WorkOtter! It has been a great addition to organize and properly resource our tasks and projects. The sandbox is a great resource to plan out future possibilities and move tasks around as needed. I especially love how the dashboards can be customized per user, giving everyone exactly what they need in one easy to use dashboard. The animations integrated with the dashboard is a wonderful bonus and the perfect way to view all the data. Another nice feature with the dashboards is that it categorizes urgent tasks so I'm not sifting through a lot of information to get to the important tasks for the day. This software is perfect for individual user and integrates perfectly for team use across the board!
Cons
We have no complaints so far with the use of this software, it's been great!
We Have Found Our Project/Resource Management Home!
No surprises and the implementation was as promised..30 days!
Pros
The feature I like most is the "sandbox" for my "what if" scenarios... I am able to project in more ways and more accurately with a click and a drag!
Cons
The software is intuitive but with covid, our team took a little while to get up to speed... Not really the software's fault.
Comprehensive project management tool for all project phases
Pros
The ability to plan a project to a very detailed or very simple level with all options in between. Very adaptable to the level of planning a particular product needs.
Cons
Single-currency. For international projects it would be very impactful to be able to see fiscal amounts in currencies used, rather than having to manually calculate outside the systems.
Response from WorkOtter
Thank you for your response.
We appreciate your overall score but some of your sub scores encourages us to do better.
Notably - your support experience didn't live up to your expectations. We take great pride in our support (college educated, min 5 years PPM experience, US only, many rounds of testing/interviewing). At WorkOtter our support team is some of our best paying and most appreciated roles (unlike competitors who it is offshore or underappreciated)
Kindly contact your Success Manager to elaborate on your experience and we would be happy to address your concerns.
We are all here to help you.
Incredibly interactive, illustrative, imaginative & engaging. Love it!
I would say 'WOW '! My experience was really great. It was far more intuitive that I expected. For even an employee of mediocre knowledge, any of our personnel would be able to get up to speed with this very quickly. So our employees wouldn't need to spend an exorbitant amount of time in training..
The reporting is truly amazing & advanced. For example, when you click on the ‘reports’ dropdown, there are so many great reports to choose from, depending on what our managers are desiring that particular day. This for me is really key. And from what I can tell so far, they are very visually appealing as well (high color, dashboard animations, seeing multiple metrics on the same dashboard, how data bubbles change over time, etc). Overall, I am very pleased with the aesthetics & ease-of-use.
Pros
I absolutely love that I would have the ability to see different views within the company (ie. Organization overview vs. Project Manager vs. Team Member).. Really nice!
I am big on reporting as this is my particular role within my company now, so I LOVE that you have a ‘financials’ & ‘reports’ section to be easily found under the “projects” tab. It also appears to be nicely customizable, to change font and/or add in our Logo.
The drag-between feature to create dependencies is probably something I would utilize as well. So far it appears to be VERY intuitive & user-friendly. (ie. Can easily extend out a project end-date)
And since I mentioned I am big on reporting, I also am happy to hear that there is a 2-way sync with importing from Excel. PERFECT!
Our team uses Asana quite heavily, & it looks like the Kanban board is very similar for work flow, so that seems like it would be very easy to utilize.
I have 11 years of background in WallStreet, so I really love the ‘x-ray’ vision in the Roadmap area.
Being able to see excess capacity is really amazing too to watch over personnel, & being able to try out the ‘what if scenarios’ is quite impactful.
Cons
So far, I have not found anything I do not like. I am big on reporting, & this program has everything I could ask for. Truly
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WorkOtter Pricing
WorkOtter Pricing
Full License = $35/User/Month
Team Members = $20/User/Month
Limited Access = $10/User/Month
No additional charges or add-ons.
Requires annual support package and a one time implementation fee. Pricing is based on contract length.
Full License = $35/User/Month
Team Members = $20/User/Month
Limited Access = $10/User/Month
No additional charges or add-ons.
Requires annual support package and a one time implementation fee. Pricing is based on contract length.
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WorkOtter Features
WorkOtter Features
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Categories
Categories
Additional information for WorkOtter
Additional information for WorkOtter
Key features of WorkOtter
- "What-if" scenarios
- API
- Budget management
- Budgeting & forecasting
- Chat & collaboration tools
- Cost tracking
- Demand planning
- Document management
- File sharing & transfer
- Home dashboard
- Issue management
- Project notes
- Reporting
- Resource management
- Risk assessment
- SSL security
- Single sign on
- Task prioritization
- Third party integrations
- Time & expense tracking
- Two-way data syncing
- Visual analytics
- Workflow management
Benefits
• Automate PM: WorkOtter allows PMOs to eliminate Excel trackers, static boring reports, and project chaos with an easy to use PPM solution
• Resource management: WorkOtter allows ""Supply vs Demand"" capacity planning to see how resources align to project portfolios/roadmaps and show how to best optimize, hire, and train staff for maximum productivity.
• What If Scenarios: WorkOtter offers robust ‘What-If’ scenario planning tools to try out project portfolios before committing to clients/stakeholders.
• Dashboards/Visualizations: WorkOtter's world class animated dashboards make your PMO look brilliant with easy to use visualizations the C-Suite will love.
• Integrations: WorkOtter integrated seamlessly with JIRA, Microsoft Project, Google, Office 365, Box, Dropbox, Sharepoint, and more. Simple to use open APIs allow further configuration into ERP, CRM and other SaaS applications.
• Start Right - Right Now: WorkOtter has a 30 day implementation process with a dedicated team to help configure, train, import, and support your PMO and provide immediate value.
WorkOtter FAQs
WorkOtter FAQs
Below are some frequently asked questions for WorkOtter.
Q. What type of pricing plans does WorkOtter offer?
WorkOtter offers the following pricing plans:
Starting from: US$10.00/month
Pricing model: Subscription
Free Trial: Not Available
Full License = $35/User/Month Team Members = $20/User/Month Limited Access = $10/User/Month No additional charges or add-ons. Requires annual support package and a one time implementation fee. Pricing is based on contract length.
Q. What are the main features of WorkOtter?
WorkOtter offers the following features:
- "What-if" scenarios
- API
- Budget management
- Budgeting & forecasting
- Chat & collaboration tools
- Cost tracking
- Demand planning
- Document management
- File sharing & transfer
- Home dashboard
- Issue management
- Project notes
- Reporting
- Resource management
- Risk assessment
- SSL security
- Single sign on
- Task prioritization
- Third party integrations
- Time & expense tracking
- Two-way data syncing
- Visual analytics
- Workflow management
Q. Who are the typical users of WorkOtter?
WorkOtter has the following typical customers:
Small Business, Non Profit, Mid Size Business
Q. What languages does WorkOtter support?
WorkOtter supports the following languages:
English
Q. What type of pricing plans does WorkOtter offer?
WorkOtter has the following pricing plans:
Subscription
Q. Does WorkOtter support mobile devices?
We do not have any information about what devices WorkOtter supports
Q. What other apps does WorkOtter integrate with?
WorkOtter integrates with the following applications:
Box, Dropbox Business, Google Drive, Jira, Microsoft Excel, Microsoft OneDrive, Microsoft Outlook, Microsoft Project, Microsoft Word, SharePoint
Q. What level of support does WorkOtter offer?
WorkOtter offers the following support options:
Online Support, Phone Support, Video Tutorials, FAQs, Forum, Knowledge Base
The overall experience has been overwhelmingly exciting, and the people who are involved with this software played a large part in this. The sales officials, support team, and installation guides have all instilled a sense of trust in me with WorkOtter. There were a few confusing moments throughout the learning process, and the staff on-call through WorkOtter really took charge of the situation for us. Every question we have had has been answered and in a satisfying way.