Alternatives to Precursive

Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes. By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.

The Kantata Professional Services Cloud, formerly known as the Mavenlink Industry Cloud for Professional Services, is an incredibly powerful collection of operational management and resource optimization, business insight, integration, workflow automation functionality, and workflow optimization functionality that optimizes resources. It also enhances operational performance. This resource-first architecture allows services businesses to have the best team possible and monitor progress against budgets and timelines so that projects run smoothly, predictably and profitably. The Kantata Professional Services Cloud is purpose-built to help agencies and professional services organizations with 50 to 5000+ employees. Kantata is your business's heart. Kantata was designed to address the challenges you face in resource management every day. Kantata's resource optimization functionality leverages operations management science, advanced algorithms and analytics to solve previously unsolvable business problems.

Visual Planning is a powerful scheduling and resource management tool that's simple to use. Visual Planning is used by thousands of organizations to share their schedules and work more efficiently together.

Runn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities. Intuitively plan projects and schedule resources with allocations, project phases, milestones, and time off. Flick between monthly, quarterly and half-yearly views to plan for the short and long term. Get a dynamic bird’s-eye view of your entire organization to manage capacity, workload and availability changes as you create your plans. Runn makes resource management dynamic and visual from a single, shared view. Drill into different roles, teams and tags to compare trends and understand which groups are overbooked. Plan out tentative projects to see how plans might change if work gets confirmed. Track projects, view forecasts, and get relevant metrics within Runn. Get insights like utilization, project variance, and overall financial performance. Use Runn’s built-in timesheets to monitor project progress. Runn integrates with Harvest, WorkflowMax, and Clockify. With the API, build your own integrations to connect Runn with your favorite tools.

Resource Guru makes it easy to schedule people, equipment, or other resources online. Resource Guru is designed to replace cumbersome, outdated scheduling spreadsheets. It helps managers get organized quickly. The platform includes reporting, resource planning, resource scheduling and resource management. Resource Guru costs as low as $4.16 per month.

Ganttic is a flexible drag-and-drop scheduler for resource planning. Its resource-centric Gantt charts provide a holistic view of your equipment, personnel, facilities, and vehicles, providing a clear understanding of who or what is engaged and when. Beyond its scheduling capabilities, Ganttic enables a deeper level of resource management and project portfolio oversight. Harness the power to optimize resource utilization, generate detailed reports, and establish project or resource-breakdown structures that streamline the planning process. Unlimited Custom Views help segment large resource pools, giving different managers the power to organize their teams and departments according to their own needs. Create unique data fields to incorporate data that matters, and ensuring the right resource is booked for the job. Easily share Views to facilitate collaboration among teams and stakeholders, while notifications, calendar syncs, and a mobile app keep the right individuals informed of any changes. With unlimited user access in all subscriptions, everyone stays up to date. Take advantage of a free 14 day trial with complimentary training and onboarding from our dedicated support team.

Save on administrative costs with Nostra's straightforward time tracking and approval system. Users can gain a precise understanding of how their employees allocate their time compared to the plan. This feature provides detailed insights into the company's performance, enabling users to make more strategic decisions for business growth. Our modules include staffing, time tracking, sales pipeline, milestone management, roles tracking and reporting.

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

Scoro is work management software specifically designed for service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro streamlines and optimizes the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability.

Lower expenses, boost project transparency, and maintain your budget effortlessly—with simple timesheets! ClickTime streamlines employee time planning and management, allowing you to track hours from your phone or computer, swiftly approve time entries, and use dashboards to oversee budgets and allocate employee time. Whether you're forecasting project expenses or evaluating past results, ClickTime delivers immediate insights into your business. Quickly see which projects are over or under budget, understand team availability, costs, and productivity, and easily approve timesheets, leave requests, and billable hours.

For teams of 10 or more, Prism PPM (previously WorkOtter) was the #1 Rated and Fastest Growing Cloud PM in 2022. WorkOtter is an easy-to-use solution for Product/Engineering/IT/Innovation PMOs ready to move from spreadsheets to simple SaaS project, resource, and portfolio mgt. with “Magic” animated dashboards. Include FULL 2-way sync with Jira, MS Project, Office 365, and more. Top Features: Ideas, Projects (Gantt, Kanban, RAID Logs), Portfolios (What-If), Time, Capacity Planning, and Financials.

nTask, online task management, and project management platform, is free for individuals, teams, and business professionals. Using nTask, you can create checklists, manage projects, collaborate with project teams, schedule meetings, and automate regular tasks. nTask is unique because it allows small and large teams to work together on different projects. Designed for agile teams, nTask allows you to create and assign tasks, submit timesheets, and more. Your team will now keep you informed about hours worked and submit time entries against each task to let you know exactly what your team is doing. nTask offers Kanban boards, project planning, and issue tracking. It's easy and free to sign up for nTask Get started today!

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners. Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.

Journyx provides time and attendance tracking for payroll, along with project-based time and expenses for businesses that need to track time for billing, projects, and payroll. You can integrate with Microsoft Dynamics 365, PowerBI, Excel, Sage Intacct, Oracle NetSuite, QuickBooks, ADP, and many other programs to create custom features such as automated data validation rules, approval workflows, and robust analytics and reporting. Journyx provides everything you need for project management, billing, and payroll compliance, as well as accounting processes. Our core products include: * JX Time Tracking Software for project-based time and expense tracking * PX Resource Management Software for a complete picture of project & budget status, employee hours, and resource availability * CX Time and Attendance software, time clock hardware, and scheduling applications that allow for flexible time collection methods, including swipe, mobile, and biometric hardware. Are you a VAR? Check out our Partner Program.

Get Proteus and get better productivity, better consistency, better control, and better visibility. Proteus is the complete project management solution built by energy experts for people in the energy sector. Proteus brings project planning, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves energy companies away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, stay accurate, deliver more projects and keep work simplified. Use Proteus to bring all project workflows together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place. Integrated with Microsoft 365. Project teams can collaborate with remote access to timesheets, equipment details, project costs, work completion status, and other resources. Generate invoices and manage client information, and legal contracts from a unified platform. Proteus enables project managers to store documents centrally and streamline workflows, technical calculations, and other operations. Monitor metrics in real time and get full project control.

Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track. Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost. Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools. With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.

These days companies need to be more flexible than ever, ready to adapt in fast-paced environments and seize new opportunities. When priorities and work are constantly changing, so should your project plans. Tempo Portfolio Manager (formerly LiquidPlanner) is a transformative project management solution for teams that want to plan, predict, and perform beyond expectations. It’s a new way to align your people, projects and priorities to ensure the right people are working on the right things at the right time. Predictive scheduling dynamically adapts to change and manages uncertainty, so you always know in real-time when work will be done. With the power of planning intelligence, Tempo Portfolio Manager enables teams to deliver and optimize projects with confidence. Rated the best software for complex projects by PC Magazine, smarter planning is a click away.

Bordio is a project management software designed to help teams organize their projects and tasks efficiently. As a task management tool, Bordio allows you to plan out your team's week using a project planning calendar, prioritize tasks on a kanban board, and set reminders for meetings—all in one integrated platform. Imagine effortlessly dragging and dropping tasks into your online calendar, color-coding them for clear visibility of today’s priorities and upcoming commitments. Got a meeting? Schedule it directly in Bordio’s work board and streamline your workflow by eliminating the need for multiple apps. Plus, you can engage in real-time chat within a task, keeping all related conversations and files organized and accessible. Bordio’s integration with Google Calendar enhances this functionality, creating a unified view of all your schedules. This project management tool offers an affordable solution for comprehensive work management. It serves as both a team management software and project tracker, making it easier to manage workloads, track progress, and ensure projects are completed on time. With features like the task tracker and team task planner, Bordio empowers you to monitor each task's progress.

eResource Scheduler (eRS) is an enterprise resource management & scheduling software that provides teams with everything spreadsheets can’t—real-time visibility, drag-and-drop scheduling, capacity planning, timesheets, financials, forecasting, and reporting—all in one intuitive platform. Whether you manage 5 or 5000 resources, eRS keeps your resources planned, billable, and utilized. The platform offers powerful scheduling capabilities, including drag-and-drop booking, semi-auto scheduling, and intelligent resource requests. Requests don’t just capture needs; they provide system-generated matches, complete with scores, so staffing is faster and more precise. Whether allocating across departments, projects, or time zones, eRS ensures the right people land in the right roles without overload. eResource Scheduler doesn’t stop at scheduling because every resource decision carries financial weight, and eRS makes it visible. Timesheet tracking ensures planned hours flow directly into actuals, color-coded heatmaps and forecasting tools highlight workload gaps in advance, while financial dashboards track costs, revenue, and profit for every client, project, or role. eRS enables organizations to connect resource allocation directly to business impact and project profitability. With management reports, organizations can monitor utilization, availability, progress, and financial performance. With granular user access rights, teams can collaborate while sensitive data stays secure. Administrators define exactly who can view or edit schedules, financials, or timesheets. eRS connects seamlessly with your go-to platforms. Trusted across industries, eRS turns scheduling from guesswork into growth, with visibility into the dollar impact of every allocation.

Mission Control, a cloud-based Salesforce Project Management app, helps you stay in control and on track. Our professional services automation software lets you create a consistent process for managing, planning, and measuring client projects from one app. Our extensive feature set seamlessly integrates with Salesforce to maximize efficiency and profitability. Spend more time working with clients and less time organizing your days. Mission Control's Salesforce Project Management software will give you a clear overview about your project briefs, progress, and all the resources that have been allocated to you. All of this is designed to help you stay on track and to make it easy for your team to collaborate. Use the intuitive assignment wizard, time tracking, and the resource capacity planner to create actionable tasks that will improve your business' client and project management capabilities.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Float is the #1 rated resource management software that gives 4,500+ teams the essential data and context they need when resourcing client work. Success in professional services isn’t just about assigning work: it’s building the high-performing teams who deliver it. With Float, you can make smarter resourcing decisions and adapt work as it shifts to build a winning team for every job. The world’s top teams don’t just wing it. They resource client work the right way with Float. You should, too. Try for free at float.com.

Your ticket to first-class customer onboarding. We are the best Salesforce-native app to help customers onboard. Our TaskRay in 60 second video explains the 4 key steps and best practices for customer onboarding. This is just one of the things that sets us apart. TaskRay is the leader in Salesforce customer onboarding. TaskRay, a customer onboarding and project management tool that helps companies manage their implementation and onboarding processes, increase efficiencies and create exceptional customer experiences - all within Salesforce.

Jira is a project management tool that allows you to plan and track the work of your entire team. Atlassian's Jira is the #1 tool for software development teams to plan and build great products. Jira is trusted by thousands of teams. It offers a range of tools to help plan, track, and release world-class software. It also allows you to capture and organize issues, assign work, and follow team activity. It integrates with leading developer software for end-toend traceability. Jira can help you break down big ideas into manageable steps, whether they are small projects or large cross-functional programs. Organize your work, create milestones and dependencies, and more. Linking work to goals allows everyone to see how their work contributes towards company objectives, and to stay aligned with what's important. Your next step, suggested by AI. Atlassian Intelligence automatically suggests tasks to help you get your big ideas done.

Comprehensive business management software designed for your entire organization. While many solutions provide project management tools, it's essential to consider how these projects integrate with the broader team dynamics. Projectworks equips every member of your services firm—from project managers and executives to finance personnel—with essential tools. Gain insights into team resource allocation to enhance scheduling, monitor project progress, and manage budgets effectively. This platform centralizes the administration of timesheets, time-off requests, and performance evaluations for your workforce. With cross-project visibility, you can project revenue accurately, assess recoverability, and streamline invoicing processes. Additionally, you can manage resources on an individual basis, allowing you to track each team member's workload. Improved project scheduling is achievable as you can identify who is at capacity, who has extra bandwidth, and when a project can slot into your overall workflow, ensuring optimized operational efficiency. By leveraging these functionalities, your company can foster collaboration and productivity across all departments.

Software for managing resources enhances team performance and ensures project success. With this tool, you can efficiently identify and organize the ideal project team, address staffing conflicts as they arise, and anticipate future hiring requirements. It allows you to oversee various projects while monitoring multiple teams, enabling you to schedule projects confidently according to your team's workload and predict the project pipeline. Your team can easily input their hours through pre-filled timesheets, allowing them to concentrate on their core responsibilities. Additionally, the software helps in visualizing intricate data to identify project patterns, assess overall business performance, and strategize for growth. This comprehensive solution integrates project management and resource allocation, effectively aligning high-level staffing strategies with the execution of individual tasks, ultimately fostering a more cohesive work environment. Balancing strategic oversight with operational efficiency is crucial for any organization's success.

Saviom Enterprise Resouce Management is a market leader in resource management and planning software. Saviom ERM gives companies access to powerful scheduling, capacity planning and resource planning tools, as well as integration and workflow tools. These tools are essential for optimizing resource utilization, which can help to increase productivity, save time, improve efficiency, and boost productivity.

To compare your plans with reality, forecast the availability of your employees and track their time on projects. A quick overview of your financial and operational performance. To streamline non-billed tasks, bring all parts of your business together and allow you to focus on what is most important: providing high-quality professional services to your clients. Smart algorithms based on tech and soft skills matrix allow you to see who is available and to schedule the most suitable people for existing, planned, or tentative projects in one click. Estimate the phases of a project, report vacancies and manage profitability. You can deliver truly data-driven, profitable results. Employee dashboard and predictive timesheets make it easier for employees to log their work. This data can be used to improve your project. You can estimate costs for both a project and your entire business. Dynamic reports allow you to track all changes in real time.

Retain is a comprehensive resource management solution utilized by major firms such as KPMG, Ernst & Young, Deloitte, and PwC, along with numerous other professional services companies. This software enables organizations to generate and communicate planning details with enhanced precision. With Retain, users gain valuable insights into planning data, extensive reporting capabilities that facilitate the extraction of significant business intelligence, metrics designed to assess success, and tools for talent management that help oversee performance and identify skill gaps. Additionally, Retain is accessible from any location, as its Cloud SaaS platform encompasses all the essential features needed for effective workforce scheduling, including skill tracking, forecasting capabilities, smart reporting mechanisms, and visually engaging graphical tools that enhance user experience. Overall, Retain stands out as an indispensable asset for organizations looking to optimize their resource planning and management processes.

DRIVING RESOURCE, SCHEDULING, AND TIME TRACKING FOR SOME WORLD'S MOST SMART COMPANIES. Hub Planner combines transparent Resource Scheduling and Timesheets with Vacation Management, Resource Requesting and Project Management. It is a simple, intuitive, and smartly designed software that makes planning easy. Hub Planner gives you the best view of your resource management team and resources. Hub Planner's interactive drag-and-drop Scheduler allows you to quickly view the availability and utilization of resources and to schedule your team for projects. Timesheets can empower your team. You can gain valuable insight into your team's performance by comparing the actual time reported via Timesheets to the forecasted time via resource scheduler. You can download, share, and view real-time analytics for all your projects and resources. The dashboard makes resource management easy by allowing you to monitor real-time resource and project performance. Capacity Planning Schedule by Custom Fields Pipeline Planning Resource Allocation Project, Budget, Billing Management Assign Tasks & Categories Request & Approval Workflows Timesheets, Tracking & Approval Dashboard Report Builder & Templates Audit Log, UAM 30 Day Trial

Mosaic, an AI-powered resource management and workforce management solution, increases productivity and profitability. It integrates with most financial and project management software to automatically collect data and show who is doing what and when. The software allows teams to accurately forecast and bill, manage their capacity effectively, and plan their workloads. Mosaic helps organizations get rid of clunky spreadsheets. It gives them the real big picture. Get started today with a 30-day free trial.

Userpilot is a comprehensive platform designed for Product, UX, Marketing, and Customer Success teams. It seamlessly integrates Product Analytics, In-app Engagement, and In-app Surveys to boost product adoption by delivering impactful in-app experiences, actionable insights, and valuable user feedback. Userpilot empowers these teams to create user onboarding flows, launch product announcements, enhance UX and product adoption, offer self-service support, and gather in-app feedback—all without the need for coding. The platform also features advanced Product Analytics tools such as funnels, trends, paths, and cohort analysis, enabling you to make informed, data-driven decisions. With its Custom Dashboards, you can effortlessly create personalized analytics dashboards by dragging and dropping your preferred reports or choosing from pre-built templates. Additionally, Userpilot offers event autocapture and session replay features for deeper insights into user behavior. Userpilot integrates with various third-party tools, including Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, and Salesforce, allowing you to connect seamlessly with your existing tech stack.

Optimize your planning, forecasting, and delivery for smarter outcomes. We empower you to maximize the potential of your projects and teams. In a constantly evolving environment, new initiatives emerge, priorities shift, and personnel changes frequently occur. Navigating through this complexity can often feel overwhelming. Kelloo simplifies this process, enabling you to make informed decisions regarding your projects and resources. Our user-friendly software is straightforward to learn and will enhance your experience. Choose, prioritize, and oversee your projects effectively. Anticipate the resource requirements for your desired projects. Enhance your agile methodology with our agile resource planning technology. Organize teams and resources across all projects seamlessly. Ensure alignment between projects and their respective priorities and resource availability. Gain insights into the skills that are in demand and identify hiring requirements for resources. Streamline your resource allocation process across your entire project portfolio, ensuring a more efficient workflow. With Kelloo, you can confidently navigate the complexities of project management and resource planning.

Avaza is an innovative cloud-based tool designed to enhance professional services automation, facilitating seamless project collaboration, efficient resource scheduling, comprehensive time and expense tracking, retainer management, and streamlined invoicing processes. This platform is widely relied upon by various teams across different sectors, as it consolidates vital business operations into a singular, effective solution. By offering an integrated all-in-one platform, Avaza eliminates the complications associated with having multiple subscriptions and redundant workflows. Its combination of project management, financial oversight, and retainer management equips businesses with immediate access to insights regarding project profitability, employee utilization, and retainer performance, all within a cohesive framework. The retainer management feature stands out by automating payment processes and applying credits for completed tasks, which fosters smooth billing practices, optimal resource distribution, and enhanced transparency throughout client engagements. Furthermore, Avaza is accessible on desktop, tablet, and mobile devices, granting organizations the ability to manage operations flexibly and efficiently from anywhere, thereby boosting productivity and collaboration among team members.

PMEntire offers a comprehensive platform for overseeing professional services, encompassing everything from bidding to billing. Our solutions have been successfully implemented by numerous Fortune 500 companies in over 50 countries, effectively catering to their distinct business requirements. Esteemed clients such as Siemens, Fujitsu, DHL, Honeywell, and Global Wind Services highlight our credibility in the market. With more than two decades of industry expertise, our products remain several years ahead of the competition. As a client-focused organization, we take great pride in delivering highly customizable solutions tailored to meet the specific demands of various sectors, ensuring that we remain at the forefront of innovation in professional services management.

Postproduction Management with German efficiency: freispace is a cutting-edge resource scheduling and project management software designed to enhance productivity and streamline workflows for teams of all sizes. With its intuitive interface, freispace allows users to efficiently allocate resources, manage tasks, and track project progress in real-time. Key features include: - Collaborative Task Management: Facilitate teamwork with shared task lists, deadlines, and notifications, allowing team members to stay on the same page. - Comprehensive Reporting: Generate detailed reports on resource usage, project timelines, and team performance to make data-driven decisions. - Integration Capabilities: Seamlessly connect with popular tools like Microsoft365, Make and Qibb to enhance collaboration and streamline workflows. freispace is built with flexibility in mind, accommodating various project management methodologies, including Agile and Waterfall. Whether you are managing a small team or a large organization, freispace scales to meet your needs, helping you achieve your project goals efficiently. With competitive pricing and a commitment to continuous improvement, freispace is the ideal solution for businesses looking to maximize productivity and resource allocation. Join a growing community of satisfied users who have transformed their project management processes with freispace. Experience the difference today and take your project planning to the next level!

Develop client-oriented onboarding playbooks to enhance the onboarding journey for your new clients by making them accessible and clear. Many organizations typically maintain internal onboarding guides that limit client visibility, which can lead to a lack of accountability. With Bonder, you have the capability to design tailored onboarding playbook(s) and distribute customized versions to each client, providing them with clarity on essential steps, responsible parties, and timelines. It’s important to remember that a sale is only finalized when the client fully grasps the core value of your product and recognizes how it can positively impact their life or business. Streamline your onboarding workflow by incorporating automation for tasks and reminders, which can facilitate quicker adoption and boost long-term client retention. Transitioning between sales and client success teams often leads to conflicts, so it’s crucial for your organization to ensure a seamless hand-off. Additionally, it’s vital to recognize that the buyer persona within the client’s company may differ from the actual user persona. Bonder allows you to identify responsible parties and set up automatic reminders, ensuring everyone stays aligned throughout the onboarding process. This comprehensive approach not only enhances client satisfaction but also strengthens the overall relationship between your company and its clients.

Enhance the lifetime value of your customers with VENMATE, the comprehensive platform designed to foster satisfaction, boost retention, and drive growth. Achieve a holistic understanding of your clientele, anticipate their needs, and transform each customer into a loyal advocate. Delve into detailed insights regarding customer behaviors and preferences to improve their overall satisfaction and loyalty. Optimize your customer success initiatives to increase operational efficiency while delivering remarkable experiences. Improve your financial performance by minimizing customer churn and maximizing opportunities for upselling. Expedite your path to value with VENMATE’s efficient onboarding and implementation features. Our platform guarantees you will not lose sight of tasks, utilizing structured playbooks to facilitate a smooth onboarding experience. Consolidate your customer data from various applications, allowing your customer success team to document every interaction effortlessly using VENMATE. Effectively guide customers throughout their journey while collecting essential feedback to refine and enhance their experiences. By continuously adapting based on this feedback, you can ensure your customers feel valued and understood.

GuideCX®, a client implementation platform and onboarding platform, helps you invite, guide and engage customers and internal teams in a transparent process that delivers more value. One chance at making a good first impression. Smooth and transparent client onboarding is crucial to putting your best foot forward.

Screendragon, a cloud-based project, resource and workflow management solution, is designed for mid-sized agencies, professional services, marketing, and agency teams with 50+ employees. Our software helps organizations streamline their operations, reduce costs, and improve speed-to market. Our software has been proven to scale to meet the needs of global Fortune 100 businesses. This allows them to solve complex operational problems. Screendragon has long-standing customers such as Kellogg's and Sky, JWT & McCann World Group. Screendragon combines powerful functionality with an easy-to-use UX. Screendragon empowers teams and managers with digital briefs, custom workflows and visual work-in progress dashboards. We also provide online proofing, resource scheduling, planning and forecasting as well as time-tracking, budget tracking and reporting.

Oversee the management of projects and resources effectively. This includes the allocation of resources to various projects while providing real-time updates on timelines, billing, and utilization metrics. The system seamlessly integrates with SAP Cloud solutions such as SuccessFactors and on-premises ECC through standard SAP-approved interfaces and APIs, functioning as an extension of existing systems. By digitizing the resource allocation process and project planning, it eliminates the need for paperwork and simplifies team planning and bulk flight booking requests. Additionally, it streamlines operations with multiple approval workflows for unique cases, allowing for email and in-app notifications regarding new assignments or projects. The resource management team can easily access the historical data of resource allocations, projects, and requests. Users benefit from real-time visibility of resources assigned to projects, along with a mechanism that triggers workflows for exceptions, approvals, and status updates. This application significantly reduces the turnaround time required to request and allocate resources to projects, enhancing overall efficiency and productivity for the organization. With these improvements, teams can focus more on their core tasks, leading to better outcomes and project success.

The best field service management software allows you to increase productivity, reduce costs and manage mobile workforces. Product Details: The Kirona Field Workforce Automation Solution includes four key software applications: DRS Dynamic Resources Scheduler, Job Management WorkHub, WorkHub, and InfoSuite. These four solutions can be supplemented by modules such as DRS Project Planner, which are specifically designed to manage complex projects or interdependent work cycles. Products like MobileIron (and Threatshield) can also be added to enhance their security measures with industry-leading enterprise risk management. Kirona was founded in 2003 and has been a leader in field workforce management software. Kirona combines innovative software design with exceptional service organization to ensure the technology delivers significant value.

Enhance the capabilities of Salesforce to ensure that essential projects flow seamlessly and are completed within deadlines. Work-Relay streamlines workflow management and automation, facilitating better communication among team members while enabling real-time progress tracking. Eliminate the hassle of managing numerous applications by consolidating teams, tools, and data into a single, cohesive hub. With the ability to integrate various tools, you can maintain synchronization across your operations. Combine order processing, inventory management, and client relations systems for a holistic view. Thanks to integrated communication features, teams remain connected and informed throughout each stage of the project. By managing work from one centralized location, you gain the visibility necessary for making informed decisions and effectively prioritizing tasks. Automate forms, assignments, and workflows to empower your team to work with greater efficiency and predictability. As tasks transition between teams or phases, smooth handovers help maintain continuity and minimize downtime. You can monitor the entire range of tasks, from incoming orders to installation timelines, all displayed on a unified dashboard, which promotes better coordination and visibility. This centralized approach not only enhances productivity but also fosters collaboration across all departments involved.

Forecast organizes your team's schedule into visual plans. This allows you to map out your future projects and make better resourcing decisions. You can assign people to multiple projects and calculate how many hours they have available for each project. Red bars allow you to easily see who is overbooked so you can move projects around before they get too busy. Forecast's layout makes a clear distinction between when you can take on new work and who is available.

Adobe Workfront is an award-winning online management software that helps modern businesses focus on the right work and produce the best work. It also speeds up delivery. Workfront is suitable for all marketing teams. It allows users to create and proof content, manage project requests, plan and prioritize them, use reporting functions, and even use the timeline planning and management tools. Workfront is a tool that helps teams succeed, whether they are working on large projects or addressing ad-hoc needs.