WorkOtter

Cloud based project portfolio management (PPM) solution

4,9 /5 (156 reviews) Write a Review!

WorkOtter Overview

What is WorkOtter?

WorkOtter is a cloud-based project portfolio management (PPM) software that helps businesses of all sizes plan & track their projects. The solution is designed to provide real-time management and oversight of ongoing projects and resources to reduce risk and eliminate failure situations. WorkOtter is suitable for small and large IT, consulting, and engineering firms that are looking to streamline and automate their project management activities.

WorkOtter offers tools to manage and optimize different projects and program groupings such as IT services, products and application portfolios, among others. The solution captures project requests from both internal and external users and prioritizes projects according to the rules defined by the organization. Project managers can run ad-hoc queries and generate customizable project reports. The interactive dashboard offers real-time insight into ongoing project activities and team performance. The solution enables managers to track their project status, manage expenses, monitor budget utilization and track individual team member contributions through a single interface. With more than 60 configurable report templates, users can personalize reports and dashboard by department, stakeholder or company.

WorkOtter resource management feature enables businesses to move assignments from over-utilized staff to the available resources. The solution helps project managers to plan daily demand or capacity based on the number of resources available for the day. The web-based calendar displays entire project schedules along with extensions and deadlines.

WorkOtter integrates and synchronizes data between multiple third-party applications such as Microsoft Project, Jira, Box, Google Drive and more. Other features include project budgeting, time & expense tracking, financial reporting, and real-time alerts.

WorkOtter Overview

Pricing

Starting from
US$10,00/month

Pricing options

Free Trial
Subscription
Value for money

Individuals and small teams: $10 per user per month
Teams: $20 per user per month
Managers: $35 per user per month
*Implementation package and annual support required for new customers.

FREE TRIAL FOR QUALIFIED BUYERS WHO ATTEND A 30-MIN DEMO


WorkOtter Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Monitor project status
Pre-Built Reporting Templates - Easy To Customize And Add Insights For Your Business
Clean Interface - Clutter Removed - All The Features You Need At Your Fingertips
Resource Management - Easily see forecasted hours and usage for your team by project
Project Management Resource Usage by team member
Get a personalized demo of WorkOtter
Easily create new projects, assign team members, adjust schedules and resources
Lots of helpful ways to gain insights into your workflow and project management
Easily assign or reassign resources to projects based on demand planning.
Better forecast resources and over/under reporting
WorkOtter video WorkOtter screenshot: Monitor project status WorkOtter screenshot: Pre-Built Reporting Templates - Easy To Customize And Add Insights For Your Business WorkOtter screenshot: Clean Interface - Clutter Removed - All The Features You Need At Your Fingertips WorkOtter screenshot: Resource Management - Easily see forecasted hours and usage for your team by project WorkOtter screenshot: Project Management Resource Usage by team member WorkOtter screenshot: Get a personalized demo of WorkOtter WorkOtter screenshot: Easily create new projects, assign team members, adjust schedules and resources WorkOtter screenshot: Lots of helpful ways to gain insights into your workflow and project management WorkOtter screenshot: Easily assign or reassign resources to projects based on demand planning. WorkOtter screenshot: Better forecast resources and over/under reporting

WorkOtter Reviews

WorkOtter Reviews

Overall rating
4,9
/
5
Excellent
148

Very good
8

Average
0

Poor
0

Terrible
0

Value for Money
4,9
Features
4,9
Ease of Use
4,9
Customer Support
4,9
100% recommended this app
Kristina H.

This Was the Right Choice!

The overall experience has been overwhelmingly exciting, and the people who are involved with this software played a large part in this. The sales officials, support team, and installation guides have all instilled a sense of trust in me with WorkOtter. There were a few confusing moments throughout the learning process, and the staff on-call through WorkOtter really took charge of the situation for us. Every question we have had has been answered and in a satisfying way.


Amy T.

Incredibly interactive, illustrative, imaginative & engaging. Love it!

I would say 'WOW '! My experience was really great. It was far more intuitive that I expected. For even an employee of mediocre knowledge, any of our personnel would be able to get up to speed with this very quickly. So our employees wouldn't need to spend an exorbitant amount of time in training..

The reporting is truly amazing & advanced. For example, when you click on the ‘reports’ dropdown, there are so many great reports to choose from, depending on what our managers are desiring that particular day. This for me is really key. And from what I can tell so far, they are very visually appealing as well (high color, dashboard animations, seeing multiple metrics on the same dashboard, how data bubbles change over time, etc). Overall, I am very pleased with the aesthetics & ease-of-use.


Verified Reviewer

Comprehensive project management tool for all project phases


Aaron B.

Where has WorkOtter been my entire PM life???

Our small but growing agency has been using a combination of Asana and Smartsheets for years. This is because a large portion of our team are creatives (designers/video editors), we used Asana for internal comms and the KANBAN style board to get this work from ideation to development, and finally to distribution. We used smartsheets to keep our client's up-to-date with completed work doneand invoicing. As our work has gotten more complex, we started seeing the need to fully combine these two systems: automate.io was the only solution on the market and even this looked like it would make things more complicated to keep the system working over time. We needed something that worked and didn't require constant updates to the API. Thats's when we were told about WorkOtter. Our sales person was able to answer all of our questions, and helped us find solutions to our current Best Practices. It was like he had a solution for everything we threw at him!


Cheryl W.

WorkOtter to WorkBetter!

WorkOtter has been a pleasure to work with! It is extremely user friendly for our most tech-savvy employees to those who struggle with new technology. I highly recommend this software for project management needs.


Kristina H.
Industry: Environmental Services
Company size: 2-10 Employees

This Was the Right Choice!

Used Daily for 1-5 months
Reviewed on 2020/10/30
Review Source: Capterra

The overall experience has been overwhelmingly exciting, and the people who are involved with this software played a large part in this. The sales officials, support team, and installation guides have all instilled a sense of trust in me with WorkOtter. There were a few confusing moments throughout the learning process, and the staff on-call through WorkOtter really took charge of the situation for us. Every question we have had has been answered and in a satisfying way.

Pros

There are so many things that I like about this software but just to name a few I would have to say for sure the cohesive way it functions with Microsoft Excel. We are at the beginning of our companies development, and so until diving into this program we have been using strictly Microsoft software to maintain scheduling, data, reports, etc.. The transition has been easy and enjoyable as everything aligns very well with our current documents and what other employees are comfortable using at this beginning stage.
Another great thing I have discovered about this software are the interactive visuals within reports. These are great for understanding the flow of finances, the growth (or lack of it) that is taking place, along with the strategies that are underway that are (or aren't) making an impact. Now that I have this tool in front of me, I can better make decisions and in turn, provide more impactful data to the other people on my team.

Cons

Nothing! It has been such a game-changer within our business in just the few months we have been using it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Amy T.
Industry: Financial Services
Company size: 10 000+ Employees

Incredibly interactive, illustrative, imaginative & engaging. Love it!

Used Daily for 6-12 months
Reviewed on 2020/10/23
Review Source: Capterra

I would say 'WOW '! My experience was really great. It was far more intuitive that I expected. For even an employee of mediocre knowledge, any of our personnel would be able to get up to speed with this very quickly. So our employees wouldn't need to spend an exorbitant amount of time in training..

The reporting is truly amazing & advanced. For example, when you click on the ‘reports’ dropdown, there are so many great reports to choose from, depending on what our managers are desiring that particular day. This for me is really key. And from what I can tell so far, they are very visually appealing as well (high color, dashboard animations, seeing multiple metrics on the same dashboard, how data bubbles change over time, etc). Overall, I am very pleased with the aesthetics & ease-of-use.

Pros

I absolutely love that I would have the ability to see different views within the company (ie. Organization overview vs. Project Manager vs. Team Member).. Really nice!

I am big on reporting as this is my particular role within my company now, so I LOVE that you have a ‘financials’ & ‘reports’ section to be easily found under the “projects” tab. It also appears to be nicely customizable, to change font and/or add in our Logo.

The drag-between feature to create dependencies is probably something I would utilize as well. So far it appears to be VERY intuitive & user-friendly. (ie. Can easily extend out a project end-date)

And since I mentioned I am big on reporting, I also am happy to hear that there is a 2-way sync with importing from Excel. PERFECT!

Our team uses Asana quite heavily, & it looks like the Kanban board is very similar for work flow, so that seems like it would be very easy to utilize.

I have 11 years of background in WallStreet, so I really love the ‘x-ray’ vision in the Roadmap area.

Being able to see excess capacity is really amazing too to watch over personnel, & being able to try out the ‘what if scenarios’ is quite impactful.

Cons

So far, I have not found anything I do not like. I am big on reporting, & this program has everything I could ask for. Truly

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Hospitality

Comprehensive project management tool for all project phases

Used Other for 1-5 months
Reviewed on 2018/02/15
Review Source: Capterra

Pros

The ability to plan a project to a very detailed or very simple level with all options in between. Very adaptable to the level of planning a particular product needs.

Cons

Single-currency. For international projects it would be very impactful to be able to see fiscal amounts in currencies used, rather than having to manually calculate outside the systems.

Response from WorkOtter

Thank you for your response.

We appreciate your overall score but some of your sub scores encourages us to do better.

Notably - your support experience didn't live up to your expectations. We take great pride in our support (college educated, min 5 years PPM experience, US only, many rounds of testing/interviewing). At WorkOtter our support team is some of our best paying and most appreciated roles (unlike competitors who it is offshore or underappreciated)

Kindly contact your Success Manager to elaborate on your experience and we would be happy to address your concerns.

We are all here to help you.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Aaron B.
Industry: Marketing & Advertising
Company size: 2-10 Employees

Where has WorkOtter been my entire PM life???

Used Daily for 6-12 months
Reviewed on 2020/09/01
Review Source: Capterra

Our small but growing agency has been using a combination of Asana and Smartsheets for years. This is because a large portion of our team are creatives (designers/video editors), we used Asana for internal comms and the KANBAN style board to get this work from ideation to development, and finally to distribution. We used smartsheets to keep our client's up-to-date with completed work doneand invoicing. As our work has gotten more complex, we started seeing the need to fully combine these two systems: automate.io was the only solution on the market and even this looked like it would make things more complicated to keep the system working over time. We needed something that worked and didn't require constant updates to the API. Thats's when we were told about WorkOtter. Our sales person was able to answer all of our questions, and helped us find solutions to our current Best Practices. It was like he had a solution for everything we threw at him!

Pros

- Our WorkOtter rep Dave, gave our team the best possible training. It only took us 3.5 weeks to get our entire team onboarded and using the program.

- The open APIs allow us to sync with various sytems including JIRA and even excel sheets. This allows us to pipe data directly to our clients!

- Dashboards that can be customized. What's even more amazing is that these dashboards are community-based, so improvements and additions are being made constantly.

- Most important for us, since we are always on the road, is the ability of the system to work well as a mobile experience.

Cons

Onboarding was great, but getting that started took a bit of time. Not so much a CON for the software or its team.....everyone's resources have been stretched thin due to COVID-19. We'll get through this!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Cheryl W.
Industry: Environmental Services
Company size: 51-200 Employees

WorkOtter to WorkBetter!

Used Daily for 1-5 months
Reviewed on 2020/09/18
Review Source: Capterra

WorkOtter has been a pleasure to work with! It is extremely user friendly for our most tech-savvy employees to those who struggle with new technology. I highly recommend this software for project management needs.

Pros

Everyone at my company loves WorkOtter! It has been a great addition to organize and properly resource our tasks and projects. The sandbox is a great resource to plan out future possibilities and move tasks around as needed. I especially love how the dashboards can be customized per user, giving everyone exactly what they need in one easy to use dashboard. The animations integrated with the dashboard is a wonderful bonus and the perfect way to view all the data. Another nice feature with the dashboards is that it categorizes urgent tasks so I'm not sifting through a lot of information to get to the important tasks for the day. This software is perfect for individual user and integrates perfectly for team use across the board!

Cons

We have no complaints so far with the use of this software, it's been great!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,7/10
Based on 156 user ratings
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WorkOtter Pricing

WorkOtter Pricing

Starting from
US$10,00/month
Free Trial
Subscription
Value for money

Individuals and small teams: $10 per user per month
Teams: $20 per user per month
Managers: $35 per user per month
*Implementation package and annual support required for new customers.

FREE TRIAL FOR QUALIFIED BUYERS WHO ATTEND A 30-MIN DEMO

Individuals and small teams: $10 per user per month
Teams: $20 per user per month
Managers: $35 per user per month
*Implementation package and annual support required for new customers.

FREE TRIAL FOR QUALIFIED BUYERS WHO ATTEND A 30-MIN DEMO

Value for Money
4,9/5
Based on 156 user ratings
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WorkOtter Features

WorkOtter Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Collaboration Tools
Drag & Drop Interface
Gantt Charts
Prioritizing
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Project Tracking
Projections
Reporting & Statistics
Task Management
Task Planning
Task Scheduling
Task Tracking
Third Party Integration
Features
4,9/5
Based on 156 user ratings
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Categories

Additional information for WorkOtter

Additional information for WorkOtter

Key features of WorkOtter

  • "What-if" scenarios
  • API
  • Budget management
  • Budgeting & forecasting
  • Chat & collaboration tools
  • Cost tracking
  • Demand planning
  • Document management
  • File sharing & transfer
  • Home dashboard
  • Issue management
  • Project notes
  • Reporting
  • Resource management
  • Risk assessment
  • SSL security
  • Single sign on
  • Task prioritization
  • Third party integrations
  • Time & expense tracking
  • Two-way data syncing
  • Visual analytics
  • Workflow management

Benefits

• WorkOtter is a cloud-based solution that helps budget-conscious project managers to forecast their resources, prioritize projects, and pivot when changes occur.

• The solution is designed to provide efficient resource management which helps in balancing priorities with the available resources for improving daily output.

• WorkOtter offers robust ‘What-If’ scenario planning tools to handle project operation queries intelligently.

• The solution enables project managers and team members to track & monitor key performance indicators of all projects through a real-time dashboard and fully configurable reports.

• WorkOtter is capable of sending instant alerts and notifications to the set of responsible parties and individuals involved in a project to keep them updated on the work progress.

• WorkOtter is a secure cloud-based solution with SSL and SOC2 grade encryption, and single sign-on login for every user.

WorkOtter FAQs

WorkOtter FAQs

Below are some frequently asked questions for WorkOtter.

Q. What type of pricing plans does WorkOtter offer?

WorkOtter offers the following pricing plans:

Starting from: US$10,00/month

Pricing model: Subscription

Free Trial: Available

Individuals and small teams: $10 per user per month Teams: $20 per user per month Managers: $35 per user per month *Implementation package and annual support required for new customers. FREE TRIAL FOR QUALIFIED BUYERS WHO ATTEND A 30-MIN DEMO

Q. What are the main features of WorkOtter?

WorkOtter offers the following features:

  • "What-if" scenarios
  • API
  • Budget management
  • Budgeting & forecasting
  • Chat & collaboration tools
  • Cost tracking
  • Demand planning
  • Document management
  • File sharing & transfer
  • Home dashboard
  • Issue management
  • Project notes
  • Reporting
  • Resource management
  • Risk assessment
  • SSL security
  • Single sign on
  • Task prioritization
  • Third party integrations
  • Time & expense tracking
  • Two-way data syncing
  • Visual analytics
  • Workflow management

Q. Who are the typical users of WorkOtter?

WorkOtter has the following typical customers:

Large Enterprises, Non Profit, Mid Size Business

Q. What languages does WorkOtter support?

WorkOtter supports the following languages:

English

Q. What type of pricing plans does WorkOtter offer?

WorkOtter has the following pricing plans:

Subscription

Q. Does WorkOtter support mobile devices?

We do not have any information about what devices WorkOtter supports

Q. What other apps does WorkOtter integrate with?

WorkOtter integrates with the following applications:

Box, Dropbox Business, Google Drive, Jira, Microsoft OneDrive, Microsoft Outlook, Microsoft Project, ProjectLibre, SharePoint

Q. What level of support does WorkOtter offer?

WorkOtter offers the following support options:

Online Support, Phone Support, Video Tutorials, FAQs, Forum, Knowledge Base