ease of use scalable Social Service and Support customizations Updates Adaptability Financial Management
Cost Agile framework needs attention Reporting Graphs are limited in selection limited amount of Graphs per report Scheduling options are limited to 24 reports , 1 per hour
We are implementing Clarizen as a project management tool for the entire organization but starting in the Information Technology and Performance Improvement departments. Our goal is to capture all project requests and projects in one place for review, approval, management, and reporting. Clarizen has mostly met our expectations so far. Most of the items that have not met our expectations are minor. We are still early in our implementation so there are still lessons to learn in our journey.
1. Unlimited email-only users. Resources that infrequently or rarely work on projects can report progress via email without consuming an expensive license. 2. Email and/or API integration with work order systems. Clarizen doesn't charge an expensive license to integrate it with other systems. 3. A modern-looking user interface with an emphasis on social media-like collaboration. 4. Lots of options for charts and graphs for reporting. 5. Can import spreadsheets and MS Project workplans. 6. Lots of training and support webinars every week. 7. Pre-recorded online training via the Clarizen University.
1. Support seems slow to respond to support requests. 2. There is currently a bug they haven't fixed yet that requires you to keep resetting column widths in reports and dashboards. They don't stick. 3. Their online self-help knowledge base seems new and thin. 4. They don't have a feature I used in other project management software to identify the last (most recent) note, comment, etc. on an item. This can be worked around via user training or some custom workflow programming but it would be nice if they built it in as others have.
We got very little benefit from this software, as it did not perform as expected.
Project management tool is comparable to MS Project. Users that are looking for a subscription PM product rather than purchasing MS Project may benefit from this software, but I am not sure if all PM features are available out-of-the-box at cheaper subscription levels.
Although the PM tool is comparable to MS Project, it also comes with a level of complication also comparable to MS Project. Full functionality of PM (i.e. including resource management) requires buy-in by all departments/users in the company, and this is difficult to acheive in large or diverse organizations. Our company implemeted this software with the goal of bringing project management together with time reporting, expense reporting, and invoice processing. The purpose of implementing Clarizen was to have a centralized system where we could report project status by including all relevant metrics on the project in a list or detailed view, e.g. planned time vs. actual time, planned cost vs. actual cost, and project manager comments/narrative on goal vs. result. This purpose was never realized. Clarizen underestimated the work effort to develop customizations, which resulted in the time module never being completed, the expense/invoice modules were cumbersome to use, the related approval workflows had many problems, and support from Clarizen management was almost non-existent. We are now taking a different approach. No longer do we believe that one system can handle all our needs, and so we have adopted different systems with some integration between them to try to bring together all project-related data.
Likelihood to recommend: 2/10
1. Easy to use and set up 2. Can integrate with CRM and accounting software 3. Open APIs 4. Large number of customizable features, including scheduling, costing, time cards, projects/tasks, etc. 5. Robust reporting
1. Syncing from/to Salesforce can be buggy sometimes 2. System can be slow or nonresponsive, especially when trying to view large amount of data 3. Expensive
Likelihood to recommend: 7/10
We needed to evaluate how we could best deliver a quick first time to value for our customers on our implementation team.
Clarizen enabled our team to effectively manage the numerous projects we had while surfacing the insights we needed to make business decisions.
Like any software that is aimed at solving complex business problems, Clarizen had so many features that it became overwhelming to our team during implementation. When a business has to undergo major changes to their operations, it needs the transition to be as easy as possible. This is more of a critique for most large software solutions as opposed to just Clarizen.
Likelihood to recommend: 9/10
Clarizen licenses are per user per month starting from $45/user/month.
Thousands of tiny details go into every business task, but disconnected apps and tools make it difficult for companies to effectively keep track of the mountains worth of work they often handle on a daily basis. Clarizen is an enterprise-class project management and work collaboration solution that organizations can use to manage initiatives, work, and projects from a centralized, cloud-based system.
Created for project managers, IT teams, professional services, agile development teams, and marketing teams, Clarizen virtually eliminates the need for organizations to utilize old-fashioned tools like spreadsheets, white boards, calendars, and email when handling major projects. Instead, businesses can update, track, and manage critical resources from within Clarizen’s integrated platform.
Clarizen was developed to give organizations an easier way to manage initiatives, work, and projects. The work collaboration and project management solution automatically prioritizes budgets, resources, projects, portfolios, and tasks, and ensures that critical information and resources are always handled appropriately.
Rather than taking a one-size-fits-all approach to project management, Clarizen has developed a system with tailored solutions designed for users with exacting needs. For example, teams that work primarily through email can set up Clarizen to update tasks sent via email. Individual conversations are attached to projects and tasks, giving collaborators a straightforward way to stay updated on the status of all their ongoing initiatives. In addition to managing their projects through email or Clarizen’s web-based platform, users can also work on projects with their smartphones and tablet devices.
Clarizen is especifically designed for mid to large size organizations and can be used by project managers, IT departments, project management offices, professional services groups, agile development teams, and marketing teams. The company’s most well-known customers include Marketo, Zendesk, Zazzle, Urban Outfitters, Kaiser Permanente, HP, FedEx,Shutterfly, and PG&E, among many others.
Use Clarizen’s navigation panel to get one-click access to all of your modules, beginning with your list of active projects. To create a new project, use one of Clarizen’s pre-defined templates. Pre-defined templates have workflows built in. Make adjustments to Clarizen’s templates to fit your needs, or disregard the platform’s pre-defined templates altogether by creating your own.
You can create a project in Microsoft Excel or Projects and upload it to Clarizen, or create projects directly from email messages. You can also create your own forms to capture new project requests, and route those requests for scoring or approvals.
Clarizen’s social platform connects unstructured communication to structured work. Host online discussions and share files with ad-hoc groups, and create new work items directly from the discussions that take place within Clarizen’s interface.
Each of your projects will have a “workspace.” This is where you’ll go to assign tasks, collaborate on documents, and update your current status in the context of a discussion or a work item. In addition to working with colleagues, you can also invite customers, clients, and third-party contracts to participate in your workspaces.
Instantly see which resources are available to work on a project by opening the resource load view. The resource load view lets you manage the workloads of individuals and groups. Workloads can be managed by originally planned work or remaining effort, load, and real-time availability. They can also be filtered by project scope and displayed by hour or unit.
Once you’ve gotten a look at which resources are available to work on your next project, you’ll want to assign tasks to the people with the best skillsets. To assign and re-assign team members to your projects, use Clarizen’s drag-and-drop interface. You can balance workloads and plan resources more effectively using these tools.
As team members work toward accomplishing specific tasks, Clarizen tracks their progress automatically and updates the status within the cloud-based platform. Every person who is associated with a project can see how that project is progressing by logging into Clarizen and reviewing the current status of all associated tasks.
Because Clarizen integrates with iCal, among many other business applications, entire teams can quickly access the task lists they’re associated with. This ensures that everyone remains on the same page for the duration of every project. Clarizen offers time tracking tools that can be linked to specific tasks, as well.
Clarizen links to a number of popular business systems, including Salesforce, Box, Google Drive, Intacct, QuickBooks, iCal, and Jira.
Clarizen offers multiple pricing options for businesses with varying needs. The Professional Edition costs $29.95 per user, per month. The Enterprise Edition costs $44.95 per user, per month. The Unlimited Edition costs $54.95 per user, per month. Clarizen is available in four different license types, as well.
Enterprise-class project management and work collaboration solution
Manage initiatives, work, and projects from a centralized system
Prioritize budgets, resources, projects, portfolios, and tasks
Developed for project managers, IT teams, professional services, agile development teams, and marketing teams
Update, track, and manage resources from within an integrated platform