Planview AgilePlace vs. WorkflowMax

AgilePlace is a great way for teams, or individuals, to bring visibility to the work in process and in their backlog. The color coding and icon use helps to quickly analyze the type of work or status of the work. The product team is doing a good job at listening to their user's feedback and implementing improvements. Where it falls short is when reporting needs to occur.

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

• Okta Integration: We love using SSO for all our SaaS apps, and as new team members join, they can be automatically joined to the appropriate LeanKit boards.
• Filtering and viewing: Can filter and refine by several fields as well as custom fields. Assigned Users, Tagged, Card Type, Date, etc
• Their analytics and reporting can be helpful for PMs, especially if they have several teams they oversee.

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

• The formatting of what they call "cards" could be better. They can be clunky if you have a lot of text in just one.
• Needs better support for media, attachments.
• Not the most pretty interface in my opinion, though it works.

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 are happy with the tool and the service and continuos improvement of the tool so there is no need yet to change to another one.

Because we can't imagine being without it!

Incentivized

LeanKit isn't the best designed Kanban system I've seen, but overall it's pretty usable. The boards I've used are pretty complex, so it can be difficult to find things. I found that searching and filtering for specific cards was somewhat of a challenge. Dragging a card from one lane to another is kind of a fun way to get things done though.

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

Not experienced any outage

Incentivized

Larger boards take longer to load

Incentivized

Every time I have reached out to the AgilePlace support team I have received a timely response in addition to professional & personal feedback. Their consultants are knowledgeable and the management team is happy to jump in and help when needed.

We have had very few issues with Max

Incentivized

Very easy.

Incentivized

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

Originally, we had evaluated two other tools next to Planview LeanKit: Kanbantool and Kanbanflow. The latter was a close contestant for productive use, as it was also very customizable and a joy to work with and look at. It also had lower user fees and a mobile integration. In the end, we picked Planview LeanKit because of several reasons: Aesthetics: The look was much more clean and professional. Reporting: It was obvious from the start that we could use Planview LeanKit as a tool for improvement. API: We needed to integrate the Kanban into our central systems and Planview LeanKit API was (and still is) a way to do it. Card Headers: This sounds like a simple thing, but the headers above the titles fit our work perfectly and looked perfect, which helped the decision.

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

Good use cases for small/large teams

Incentivized

• Our team meetings are more direct and quick to get through thanks to the better visibility of the workload
• Easily being able to move cards between team lanes gives instant visibility to where the responsibility for the next step is needed.

• 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