Airtable vs. WorkflowMax

Airtable is well suited for cross-functional teams who all have an interest in data site - it's democratizing who owns data. Especially if there will be a need to add input on a cell-level basis view comment functionality with the expectation of @mentioned parties respond. Airtable is less suited for teams who need to run functions, jobs, and macros across a data set; they're best suited for Excel.

Incentivized

WorkflowMax is a good solution for the architecture and design profession in that it allows for multiple ways to track a project, apply time to a project, and invoice against a project. The ability to do staffing forecasting and future planning fills a need that most firms in this profession require.

Incentivized

• I can create tables, create and customize fields
• Airtable has capabilities commonly found in spreadsheet applications, but also has some of the features found in databases.
• The ability to filter fields. I set up a filter on the status field, so when a project is marked, complete, on hold, or canceled, that record is hidden from my current projects table view. If it is marked complete, the record is moved to the completed projects table view. In this way I can easily access a record of past projects
• Being able to duplicate tables and create alternate views
• Collapse and expand records. When I collapse the rows, I can easily scan current projects, next steps, project status, and due dates. When I expand the row, or field, I can see more detailed information about that field or record very easily. I can also expand or open the entire record. This is is helpful, when I am entering a lot of information to multiple fields in that record.

Incentivized

• Great for managing teams which are not in one spot. Awesome for small or growing businesses with employees who might work from home.
• Really good for teams to keep up with where a project is at against the time left to achieve the goal
• Great for keeping all the information for each project in one spot.

Incentivized

• Airtable does not integrate with collaboration services with which it is possible to review live changes within each spreadsheet (in the case of keeping them closed).
• Does not automate analysis traffic.
• It does not include any section where it is possible to communicate with the other editors.

Incentivized

• Integration with inventory - there are a lot of companies out there which provide a service which includes selling items either purchased or held in stock or "kitted"
• User permission levels need to be more flexible and ideally closely tied to Xero
• Two way integration with Xero - ability to import invoices to specific jobs
• Ability to save pdfs to purchase orders, invoices (like Xero)

Incentivized

We love Airtable for how we use it and we know there are probably tons of other ways we can implement it for other departments. We just haven't gotten there yet (due to bandwith) Customer Support is also super helpful and overall ease of use is fantastic

Incentivized

Because we can't imagine being without it!

Incentivized

Airtable is a simple and intuitive tool. However, when you first set it up, you need someone who is curious and able to design a system that works for your organisation's use case. This takes some time, but it can be intuitive once it's set up.

Incentivized

It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas

Incentivized

I have rarely experience downtime, compared to other tools, and given how much time we spend on the tool. Even if there were to be, their updates on it are very timely, and our support team are able to provide any questions regarding

Incentivized

I never had any issues with load time, even with the integrations that we use today (google sheets) However, I'm curious if adding additional layers of integrations would slow down performance. We do carry quite a bit of data in Airtable, but, again, no impact on overall performance

Incentivized

Airtable has great support. They have a variety of support features to answer any questions. They have great self teaching instructions for templates and product tours. They also have support for teams and project management. They also have a fantastic customer help line. They are able and willing to answer customer questions and never have customers waiting long

Incentivized

We have had very few issues with Max

Incentivized

This training was done in-house, but the Airtable team provided resources and how to guides to ensure that we covered all components of the system

Incentivized

Recorded trainings were provided by the Airtable team. Great as an evergreen resources to new team members and for anyone that wants to refresh their Airtable knowledge

Incentivized

Training all users was an important part of the implementation, which did take considerable time and effort. At first glance without training, the content calendar can be overwhelming because of the amount of data. The features within Airtable seem to be endless but our team was able to identify the most important to be successful.

Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?

Incentivized

Airtable is the most user-friendly and adaptive. It's UX/UI is the most aesthetically pleasing (which matters a lot if its what you're staring at every day), and the customizability of having different views and perspectives of the same record is extremely helpful. It's also a great cloud-based storage place for marketing materials, as it goes beyond simple storage - you can group together, make notes, connect, and comment on assets.

Incentivized

I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business.

Incentivized

There are TONS of opportunity to scale, but I think it's a matter if you have the time and resources to do so because the initial setup can be fairly time consuming and prioritized dedication

Incentivized

• It gives us a real-time experience of working.
• Through this platform, I always have the idea bout which of my team member is working on which particular part of the project, I can easily track their progress, and also I can easily correct them where it is required by adding sticky notes, by sending the attachments and URLs.
• Quality services.

Incentivized

• The time the company saves by using employees efficiently on each project makes the purchase of this software worthwhile. You can clearly verify how much time the staff spends on each project, with each client, and you can compare whether it is profitable or not the hours invested, thus increasing your profits.

Incentivized