Any integrated agency (more than just a single-discipline agency) that's looking for a one-stop shop to manage all aspects of running the business would do well to consider Advantage as the single-source tool to do it all. Single-discipline agencies could probably find a less robust tool that's equally as effective for tracking and reporting.
If you're looking for a system to help you address accounting that's not suited for marketing agency structures, this is the right tool. It is a bit cumbersome, but it has streamlined our reporting, billing, estimating, and tracking. As for project management, it's great that it integrates with the estimating and finances, but it's just not enjoyable to use. The interface is clunky. So if project management is your main criteria, I'd choose something else. We would never use it to collaborate with clients either because I'd be afraid of making them frustrated by the tool, so we use Basecamp to do that.
The Platinum version has a particularly robust time tracking system, down to a 'timer' function that can be critical for an agency like mine where you want to be accountable for billing a client arruately
The ability to make projects available only to those who are permitted to assign their time to it has apparently been very helpful during our revenue reconciliation meetings where time incurred is reviewed against scope
The mobile app, while I still feel needs some work, is pretty handy for a quick calendar check if I'm in a client meeting and cannot utilize my browser to get information
WMJ's interface is dated. Despite an html5 driven "sheets"-based interface, it takes a lot of time and effort to manage the interface, which could be streamlined considerably. On a UX/UI scale of 1 to 10, with 10 being the best, WMJ would earn a 6 from me.
Despite the amount of documentation available, there is a distinct lack of clarity in that documentation, and it doesn't fully cover everything you would expect. Branching thoughts, for instance, are not addressed. Additionally, because there are two editions of the software online, there are two support sites that aren't sequestered. So information from both commingles, creating confusion.
Support is available on an email and phone basis. They strongly encourage you to use email, however, and they are resistant to phone time. This is likely because the support staff is limited in number, but has a great depth of knowledge. If you want immediate phone support, however, YOU ARE OUT OF LUCK. You are placed in a queue and the odds of same-day help are low. For email, the response is usually within an hour, but when you are stuck with a configuration issue, or need to generate a report and don't know how to do something, waiting is not optimal. That said, the support team is TERRIFIC.
Workamajig definitely isn't the prettiest among the project management tools I've used, nor does it have the friendliest UX/UI. But it does have some advantages when it comes to automating tasks in a schedule, automatically replacing versions of files with the same name and finding past projects. It's not my favorite tool, but I've experienced worse.
The subscription expense and IT overhead has been substantial. That being said at the time of implementation, most other competing platforms were in line with their pricing.
As more competitive alternatives have come to market we would have probably gone with an entirely cloud base alternative at a lower price.
We ended up with ClickUp as our primary project management platform. If our finance/accounting software wasn't already so integrated with Workamjig we would probably switch to it entirely.
