WorkOtter

#1 PM/PPM (Gartner). Magic Dashboards PMOs Love. Demo Today

5 /5 (147 reviews) Write a Review!

WorkOtter Overview

What is WorkOtter?

WorkOtter is a cloud-based project portfolio management (PPM) software that helps businesses of all sizes plan & track their projects. The solution is designed to provide real-time management and oversight of ongoing projects and resources to reduce risk and eliminate failure situations. WorkOtter is suitable for small and large IT, consulting, and engineering firms that are looking to streamline and automate their project management activities.

WorkOtter offers tools to manage and optimize different projects and program groupings such as IT services, products and application portfolios, among others. The solution captures project requests from both internal and external users and prioritizes projects according to the rules defined by the organization. Project managers can run ad-hoc queries and generate customizable project reports. The interactive dashboard offers real-time insight into ongoing project activities and team performance. The solution enables managers to track their project status, manage expenses, monitor budget utilization and track individual team member contributions through a single interface. With more than 60 configurable report templates, users can personalize reports and dashboard by department, stakeholder or company.

WorkOtter resource management feature enables businesses to move assignments from over-utilized staff to the available resources. The solution helps project managers to plan daily demand or capacity based on the number of resources available for the day. The web-based calendar displays entire project schedules along with extensions and deadlines.

WorkOtter integrates and synchronizes data between multiple third-party applications such as Microsoft Project, Jira, Box, Google Drive and more. Other features include project budgeting, time & expense tracking, financial reporting, and real-time alerts.

WorkOtter Overview

Pricing

Starting from
$10.00/month

Pricing options

Free Trial
Subscription
Value for money

Individuals and small teams: $10 per user per month
Teams: $20 per user per month
Managers: $35 per user per month
*Implementation package and annual support required for new customers.

FREE TRIAL FOR QUALIFIED BUYERS WHO ATTEND A 30-MIN DEMO


WorkOtter Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Monitor project status
Pre-Built Reporting Templates - Easy To Customize And Add Insights For Your Business
Clean Interface - Clutter Removed - All The Features You Need At Your Fingertips
Resource Management - Easily see forecasted hours and usage for your team by project
Project Management Resource Usage by team member
Get a personalized demo of WorkOtter
Easily create new projects, assign team members, adjust schedules and resources
Lots of helpful ways to gain insights into your workflow and project management
Easily assign or reassign resources to projects based on demand planning.
Better forecast resources and over/under reporting
WorkOtter video WorkOtter screenshot: Monitor project status WorkOtter screenshot: Pre-Built Reporting Templates - Easy To Customize And Add Insights For Your Business WorkOtter screenshot: Clean Interface - Clutter Removed - All The Features You Need At Your Fingertips WorkOtter screenshot: Resource Management - Easily see forecasted hours and usage for your team by project WorkOtter screenshot: Project Management Resource Usage by team member WorkOtter screenshot: Get a personalized demo of WorkOtter WorkOtter screenshot: Easily create new projects, assign team members, adjust schedules and resources WorkOtter screenshot: Lots of helpful ways to gain insights into your workflow and project management WorkOtter screenshot: Easily assign or reassign resources to projects based on demand planning. WorkOtter screenshot: Better forecast resources and over/under reporting

WorkOtter Reviews

WorkOtter Reviews

Overall rating
5
/
5
Excellent
140

Very good
7

Average
0

Poor
0

Terrible
0

Value for Money
4.9
Features
4.9
Ease of Use
4.9
Customer Support
4.9
100% recommended this app
Tope S.

Workotter fits my organizations projects like a glove

It was easy to work with the engineer from Workotter to personalize our software and dashboards to the needs of my company. The 30 days implementation plan gave us the peace of mind and enough time to get acquainted with the system while knowing assistance is always at hand. The support team have been excellent so far and very knowledgeable when i contact them.


Cheryl W.

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.


Verified Reviewer

Comprehensive project management tool for all project phases


Aaron B.

Where has WorkOtter been my entire PM life???

Our small but growing agency has been using a combination of Asana and Smartsheets for years. This is because a large portion of our team are creatives (designers/video editors), we used Asana for internal comms and the KANBAN style board to get this work from ideation to development, and finally to distribution. We used smartsheets to keep our client's up-to-date with completed work doneand invoicing. As our work has gotten more complex, we started seeing the need to fully combine these two systems: automate.io was the only solution on the market and even this looked like it would make things more complicated to keep the system working over time. We needed something that worked and didn't require constant updates to the API. Thats's when we were told about WorkOtter. Our sales person was able to answer all of our questions, and helped us find solutions to our current Best Practices. It was like he had a solution for everything we threw at him!


Amelia N.

Platform to grow with

Great experience! The 30 day implementation plan launched us into using WorkOtter effectively and helped us grow into the tools and capabilities. The support team is fabulous and invested in our success.


Tope S.
Industry: Management Consulting
Company size: 201-500 Employees

Workotter fits my organizations projects like a glove

Used Daily for 6-12 months
Reviewed on 9/3/2020
Review Source: Capterra

It was easy to work with the engineer from Workotter to personalize our software and dashboards to the needs of my company. The 30 days implementation plan gave us the peace of mind and enough time to get acquainted with the system while knowing assistance is always at hand. The support team have been excellent so far and very knowledgeable when i contact them.

Pros

I love that the software was personalize to my company's projects. It also syncs easily to Microsoft excel which enables me to work on excel when i want to and easily transfer into the software. In a world of team collaboration, this software does a fantastic job.

Cons

None so far. Everything has been working great since we started using it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Cheryl W.
Industry: Environmental Services
Company size: 51-200 Employees

WorkOtter to WorkBetter!

Used Daily for 1-5 months
Reviewed on 9/18/2020
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Hospitality

Comprehensive project management tool for all project phases

Used Other for 1-5 months
Reviewed on 2/15/2018
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Aaron B.
Industry: Marketing & Advertising
Company size: 2-10 Employees

Where has WorkOtter been my entire PM life???

Used Daily for 6-12 months
Reviewed on 9/1/2020
Review Source: Capterra

Our small but growing agency has been using a combination of Asana and Smartsheets for years. This is because a large portion of our team are creatives (designers/video editors), we used Asana for internal comms and the KANBAN style board to get this work from ideation to development, and finally to distribution. We used smartsheets to keep our client's up-to-date with completed work doneand invoicing. As our work has gotten more complex, we started seeing the need to fully combine these two systems: automate.io was the only solution on the market and even this looked like it would make things more complicated to keep the system working over time. We needed something that worked and didn't require constant updates to the API. Thats's when we were told about WorkOtter. Our sales person was able to answer all of our questions, and helped us find solutions to our current Best Practices. It was like he had a solution for everything we threw at him!

Pros

- Our WorkOtter rep Dave, gave our team the best possible training. It only took us 3.5 weeks to get our entire team onboarded and using the program.

- The open APIs allow us to sync with various sytems including JIRA and even excel sheets. This allows us to pipe data directly to our clients!

- Dashboards that can be customized. What's even more amazing is that these dashboards are community-based, so improvements and additions are being made constantly.

- Most important for us, since we are always on the road, is the ability of the system to work well as a mobile experience.

Cons

Onboarding was great, but getting that started took a bit of time. Not so much a CON for the software or its team.....everyone's resources have been stretched thin due to COVID-19. We'll get through this!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Amelia N.
Industry: E-Learning
Company size: 2-10 Employees

Platform to grow with

Used Daily for 6-12 months
Reviewed on 8/22/2020
Review Source: Capterra

Great experience! The 30 day implementation plan launched us into using WorkOtter effectively and helped us grow into the tools and capabilities. The support team is fabulous and invested in our success.

Pros

I love this product for it's gorgeous, easy-to-use dashboards. It's so customizable and intuitive in matters of personalization. You can tell that visual displays of data and reports are important to the developers. The resource management tools are also very helpful, both for planning and post-mortem. The predictive portfolio timeline features is a great tool for allocating work to different teams or people, and it's easy to compare actual hours worked with forecasts, in order to better predict in the future.

Cons

The powerful tools can be a lot to take in at first! The on-boarding process is very helpful, with excellent support, but a some adjustment was needed to take full advantage of the software.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.7/10
Based on 147 user ratings
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WorkOtter Pricing

WorkOtter Pricing

Starting from
$10.00/month
Free Trial
Subscription
Value for money

Individuals and small teams: $10 per user per month
Teams: $20 per user per month
Managers: $35 per user per month
*Implementation package and annual support required for new customers.

FREE TRIAL FOR QUALIFIED BUYERS WHO ATTEND A 30-MIN DEMO

Individuals and small teams: $10 per user per month
Teams: $20 per user per month
Managers: $35 per user per month
*Implementation package and annual support required for new customers.

FREE TRIAL FOR QUALIFIED BUYERS WHO ATTEND A 30-MIN DEMO

Value for Money
4.9/5
Based on 147 user ratings
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WorkOtter Features

WorkOtter Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Collaboration Tools
Drag & Drop Interface
Gantt Charts
Multiple Projects
Prioritizing
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Project Tracking
Projections
Reporting & Statistics
Task Management
Task Planning
Task Tracking
Third Party Integration
Features
4.9/5
Based on 147 user ratings
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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

• WorkOtter is a cloud-based solution that helps budget-conscious project managers to forecast their resources, prioritize projects, and pivot when changes occur.

• The solution is designed to provide efficient resource management which helps in balancing priorities with the available resources for improving daily output.

• WorkOtter offers robust ‘What-If’ scenario planning tools to handle project operation queries intelligently.

• The solution enables project managers and team members to track & monitor key performance indicators of all projects through a real-time dashboard and fully configurable reports.

• WorkOtter is capable of sending instant alerts and notifications to the set of responsible parties and individuals involved in a project to keep them updated on the work progress.

• WorkOtter is a secure cloud-based solution with SSL and SOC2 grade encryption, and single sign-on login for every user.

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: $10.00/month

Pricing model: Subscription

Free Trial: Available

Individuals and small teams: $10 per user per month Teams: $20 per user per month Managers: $35 per user per month *Implementation package and annual support required for new customers. FREE TRIAL FOR QUALIFIED BUYERS WHO ATTEND A 30-MIN DEMO

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:

Large Enterprises, 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 OneDrive, Microsoft Outlook, Microsoft Project, ProjectLibre, 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