About WorkOtter

[9 User Min] 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.

Pricing starting from:

US$35.00/year

  • Free Version
  • Free Trial
  • Subscription

Key benefits of WorkOtter

• 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.

Business size

S M L

Deployment

  • Cloud-based
  • On-premise

Markets

Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

US$35.00/year

  • Free Version
  • Free Trial
  • Subscription

Images

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Features

Total features of WorkOtter: 77

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Agile Methodologies
  • Bar Chart
  • Budget Management
  • Budgeting/Forecasting
  • Calendar Management
  • Capacity Management
  • Change Management Software
  • Charting
  • Client Portal
  • Collaboration Tools
  • Color Codes/Icons
  • Commenting/Notes
  • Cost-to-Completion Tracking
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard Software
  • Document Management Software
  • Drag & Drop
  • Email Management Software
  • File Sharing Software
  • For IT Project Management
  • For Nonprofits
  • Forecasting
  • Gantt/Timeline View
  • Idea Management Software
  • Issue Management
  • Kanban Board
  • Milestone Tracking
  • Mobile Access
  • Multiple Projects
  • Percent-Complete Tracking
  • Planning Tools
  • Portfolio Management
  • Prioritization
  • Product Roadmapping
  • Progress Tracking
  • Project Management Software
  • Project Planning Software
  • Project Planning/Scheduling
  • Project Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking Software
  • Project Workflow
  • Projections
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management Software
  • Resource Allocation & Planning
  • Resource Management Software
  • Resource Request
  • Resource Scheduling
  • Risk Management Software
  • Search/Filter
  • Skills Tracking
  • Status Tracking
  • Supports Scrum
  • Task Management Software
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Traditional Methodologies
  • Utilization Reporting
  • Visualization
  • Workflow Management Software

Alternatives

Adobe Workfront

4.3
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LiquidPlanner

4.3
#2 Alternative to WorkOtter
LiquidPlanner is a transformative project management solution that helps teams prioritize tasks, predict outcomes, and...

monday.com

4.6
#3 Alternative to WorkOtter
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and...

Kantata

4.2
#4 Alternative to WorkOtter
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Reviews

Overall rating

5.0 /5
(163)
Value for Money
4.9/5
Features
4.9/5
Ease of Use
4.9/5
Customer Support Software
4.9/5

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Showing 5 reviews of 163
Andrew
Overall rating
  • Industry: Pharmaceuticals
  • Company size: 201-500 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Definitely makes my workflow easier. At various stages of a project I can easily adjust...

Reviewed on 2018-02-12

We're saving time and blowing our old time-consuming processes away which drives our profitability.

We're saving time and blowing our old time-consuming processes away which drives our profitability.

Pros

My team's view on our PMO forecasting has never been more positive. WorkOtter lets me easily track and manage the assignments of resources while juggling multiple programs and client needs. None of my other tools have been hindered since I can hook right into MS Project and still provide the other reports my stakeholders are looking for. Plus there are some new reports within WorkOtter that give a new view into the allocation without having to re-schedule planning in another tool. Scheduling the reporting outputs into weekly emails is a cool feature, and has worked well by eliminating standing meetings that previously took too much time to cover the resourcing status to various directors. Team forecasting has greatly improved since being introduced into WorkOtter, and that saves us from finding out from clients where projects are either over or under allocated. Now we have the views to address needs with much more agility. The sandbox tool for project and portfolio planning helps our teams in planning sessions without having to save off multiple baselines before committing to our selected revisions.

Cons

We really like the ability to configure the questions, fields and layouts of the responsive interface. It would be great if we could apply our own theme to the skin of the layout to match our branding for our internal users.

Kristina
Overall rating
  • Industry: Environmental Services
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

This Was the Right Choice!

Reviewed on 2020-10-30

The overall experience has been overwhelmingly exciting, and the people who are involved with this...

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.

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.

Alternatives Considered

LiquidPlanner and Adobe Workfront

Reasons for Switching to WorkOtter

The first reason that WorkOtter caught my attention was how much more affordable it was compared to its competition. What kept my attention was the interaction dashboard options, the visual aids, and the ease of the software overall. I felt like everything else I looked at was quite a bit overwhelming, so when I was exploring the samples from WorkOtter, I was nothing short of impressed by how easily I could navigate through it with no prior experience. That is what made me make the commitment, and I have no regrets.
Nicole
Overall rating
  • Industry: Telecommunications
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

WorkOtter is great for project and tasks management!

Reviewed on 2022-06-22

I am able to keep track of my projects and deadlines a lot better than I was before I used this.

I am able to keep track of my projects and deadlines a lot better than I was before I used this.

Pros

I love the fact that you can two-way sync with other project management software. Creation of projects and adjustment of time is easy and pain free!

Cons

Honestly nothing. It's really easy to use.

Alternatives Considered

monday.com

Reasons for Switching to WorkOtter

This was more intuitive.
Verified Reviewer
Overall rating
  • Industry: Hospitality
  • Used for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 5.0 /10

Comprehensive project management tool for all project phases

Reviewed on 2018-02-15

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.

Amy
Overall rating
  • Industry: Financial Services Software
  • Company size: 10,000+ Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Incredibly interactive, illustrative, imaginative & engaging. Love it!

Reviewed on 2020-10-23

I would say 'WOW '! My experience was really great. It was far more intuitive that I expected. For...

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

Alternatives Considered

Kantata

Switched From

Kantata

Reasons for Switching to WorkOtter

Based upon the interactivity, the live-views of reporting, the what-if scenarios, and being able to see personnel hours, Gantt charts, Open API's, for example, are a few of the many reasons why I would choose WorkOtter over the others in the market. There are an incredible amount of reports available to choose from, as well as being able to input a certain kind of report into another. Very engaging software. Highly recommend!
Showing 5 reviews of 163 Read all reviews

WorkOtter FAQs

Below are some frequently asked questions for WorkOtter.

WorkOtter offers the following pricing plans:

  • Starting from: US$35.00/year
  • Pricing model: Subscription
  • Free Trial: Available

Every implementation includes platinum support, an implementation specialist, customized training, importing existing data, integrations, and more. Licenses starting at as little as $35/User/Month for Managers and $20/User/Month for Team Members (not including annual support and 1 time implementation service).

WorkOtter has the following typical customers:

11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

WorkOtter supports the following languages:

English

WorkOtter supports the following devices:

WorkOtter integrates with the following applications:

Adobe Acrobat Reader, Box, Dropbox Business, Google Drive, Jira, Microsoft Excel, Microsoft Outlook, Microsoft Project, Microsoft SharePoint, Microsoft Word, OneDrive, Projectlibre

WorkOtter offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat

Related categories

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