GlobiFlow for Podio is a workflow automation and data visualization solution for Citrix Podio.
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Podio
Score 8.6 out of 10
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Podio is a cloud-based platform for organizing team communication, business processes, and reporting in project management workspaces; also it may be used as a light CRM platform. It enables workflow automation and integrations. It includes a free version and paid packages with additional features.
We acquired GlobiFlow at the same time that we GlobiFlow Podio and ShareFile. GlobiFlow helped us use both Podio and ShareFile more efficiently. Podio has an internal automation function that performs some of the same tasks as GlobiFlow but is far more limited, which is why …
GlobiFlow should be considered advanced software for a limited number of employees. If users of GlobiFlow don't work together, they could easily create processes that cancel out other work. GlobiFlow works very well when one person understands the program well and uses it to help coworkers think through processes. The most helpful way we've used it is in automating our hiring process somewhat. Instead of receiving hundreds of emails with job applications, we set up an app in Podio and used Globiflow to notify supervisors when applications were received through our website. As a candidate moves through the hiring process, GlobiFlow processes provide triggers to help us remember what needs to happen at each step along the way by automatically generating tasks, emails, and items in other apps.
[Citrix Podios's] customer support is very quick and they provide you an option to convert your project into small tasks so that you can better assist your team and extract maximum work out of them hence I will totally recommend its usage. I could not think that keeping track of tasks could be this much easier and smart. It is a fully customizable tool that manages my tasks efficiently and deal with them effectively.
GlobiFlow allows one event to prompt a task or notification automatically, which greatly improves workflows and internal communications.
GlobiFlow makes it possible to automate some interactions we have with people outside the agency, for example, responding immediately to an application when it is received, creating a Sharefile folder to collect submitted documents all in one secure location, etc.
GlobiFlow suggests new ways of setting up workflows that makes us think through and improve our processes.
GlobiFlow helps us keep track of events in new and improved ways. For example, when a leave request is approved GlobiFlow automates the process for putting that date on an agency-wide calendar.
GlobiFlow helps us use Podio and Sharefile better so we communicate with employees in other offices and out in the field more effectively.
Very easy for people without coding or technical skills to set up and maintain information in "Apps".
Platform is very easy to learn and adopt--it's intuitive.
Project management potential is awesome--instead of having to fit your projects into a structure that is industry specific, you can build an app that tracks what you want, in the order you want it.
Has a "relationship" field that allows you to relate an individual item or record to a record in another app. It effectively gives some of the functionality of a relational database.
Very useful for information sharing when staff members are in different regions or places.
There is a steep learning curve for your typical PC user. I've used GlobiFlow for over a year but there are many things I still don't understand about it. The help pages are somewhat helpful, but there is a whole vocabulary associated with GlobiFlow that is a bit mysterious at the front end.
Any limitations in Podio are repeated in GlobiFlow.
Setting up processes in GlobiFlow is somewhat complicated, which makes it a little tedious when employees change and responsibilities shift, as they often do in a growing organization. Naming your processes well is important so you can go back and find places where changes need to be made.
A customizable profile status – would love to work with Podio in silent mode (logged in while working, but "not available" for requests when in heavy work mode)
Podio customer service is great. The cloud and mobile service is fast (almost instant, continuous syncing). With a solid user base, and backed by Citrix, this is a serious business solution. They're also constantly working on improving and making it more powerful. I anticipate it only getting better
Podio support was always responsive and very quick to provide answers and assistance during the history of using this product, their support team has always been top notch. There have been several cases where calling podio support a feature was not available and they provided either workaround solutions or added the features straight into their roadmap.
We acquired GlobiFlow at the same time that we GlobiFlow Podio and ShareFile. GlobiFlow helped us use both Podio and ShareFile more efficiently. Podio has an internal automation function that performs some of the same tasks as GlobiFlow but is far more limited, which is why we decided to go ahead and learn how to implement GlobiFlow.
Compared to Salesforce: Podio is not as robust as a tool for CRM tracking. It also doesn't have the in-email capabilities that SF offers. Compared to Basecamp: Podio is somewhat similar to Basecamp but doesn't offer the same functionality with checking items off and archiving projects. Compared to Zoho Projects: Podio is vastly superior to Zoho Project's lack of flexibility (requiring a development team to build) and accessibility by all members (Zoho Projects requires a very limited number of "owners" of projects which makes it difficult if multiple owners need to assign one or more people to a project).
Podio is great for task assignment and tracking. The ability to enter and assign tasks from mobile and track their completion saves me several phone calls a day.
Podio outdoes email as my go to place to search for information. The ability to forward emails into the system, organize by projects and contacts, and search it all saves considerable time and confusion.
Podio has considerable potential to reduce overall admin time spent organizing information (filing, tracking, etc) The ability to keep a single record of a given piece of information without being tied to email vs file structure works very well.
