Workamajig helps our brand management agency track all necessary project information in one central location. Everything can be documented, from tasks to meetings, time entry, creative briefs, project proofs, PO's and invoicing. It is fairly easy to use. Also it is great for looking up projects from the past and creating new dockets based on the structure of past projects.
Because Workamajig is web-based it provides a very user-friendly interface for team members no matter where they are located.
Project home pages can be customized by each user, so they can show or hide a dashboard that features what is most important to them based on their role or how they work. Access rights and privileges are easy to assign as well.
It can take a while for new users to get used to where everything is accessed as far as entry points for critical information or reports that you can pull. The user interface can be a bit confusing for project income forecasting - for example having to open more than one area of the project to enter Accounting information and billing dates, as well as checking off - "Include in Forecast" at the estimate stage. There are also many ways to achieve the same goal but it can be more confusing than helpful for some - I think there could be some simplification of steps needed for setting up things like project sales forecasts.
Response from Workamajig
Thank you for sharing!
I'm glad to hear that your team is gaining value from having everything detailed in Workamajig.
I'd like to do what I can to make your experience even better. We do have different options available for revenue forecasting, as flexibility is necessary to cover the various needs in this area. Ex: fixed fee vs. time and materials, and the ability to create different versions of estimates on a single project, and decide which should be a part of the revenue forecast.
We'd love to hear your thoughts on how we can simplify this, while providing the same flexibility - please let us know at firstname.lastname@example.org.
Looking forward to hearing from you :)
Team WMJ [: ]