WorkOtter

4.9 (213)
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The Ultimate Solution for Seamless Project Execution

About WorkOtter

WorkOtter stands as the premier choice for PMOs seeking streamlined Project and Resource Management solutions. Tailored for sectors like IT, Engineering, Government and Insurance, WorkOtter offers a much-needed escape from hours of manual work bringing together spreadsheets and instead empowers Project Managers to deliver better project outcomes.

Users love WorkOtter for its simple yet configurable user interface, straightforward design, and user-friendly functionality, which integrate seamlessly with widely-used platforms such as JIRA, Microsoft Project, Excel, Word, Google Drive, Box, Dropbox, SharePoint, and Office 365.

Executives and PMO Leaders love WorkOtter for its dynamic "Magic Dashboards," which aggregate and transform your project data into insights helping PM's to deliver better project outcomes and for the PMO to tie project work to overall organizational goals. These dashboards, developed through a collaboration between industry experts and client PMOs, offer over 50 customizable templates that are effective and enjoyable to use.

WorkOtter ensures that clients receive comprehensive support from the outset, including a dedicated implementation team and tailored implementation plan. This ensures your PMO is quickly up and running, delivering immediate value back to your organization. The implementation package encompasses training, configuration, data import, and report setup at no extra cost. Moreover, WorkOtter's Customer Success team is renowned for its deep product knowledge and understanding of project management use cases.


Key benefits of WorkOtter

Centralize project work and data: Stop spending hours manually bringing together spreadsheets or disconnected systems. Give your team a way to manage their projects centrally and enable key insights and reporting at a click.

Commit to projects with confidence: By gaining real visibility into your resource levels and capacity constraints, PMs start projects faster and have the right resources to deliver successfully.

Get a view into the future: Put all your projects on a single timeline to easily perform 'what-if' analysis, just a few clicks will show you the impact potential changes can have to your careful plans.

Elevate strategic alignment with the broader organization: Start by nailing your KPIs and delivering successful project outcomes. Then go a step further by providing deep, strategic analysis into how the Project portfolio drives business KPIs and overall ROI.

Immediate impact on your PMO: Don't wait 6-12 months to see project improvements. Get an iterative solution that grows with your organization. WorkOtter's tailored implementations are designed to launch quickly with your must-haves and work with your team on a continuous improvement plan.


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Reviews

Overall rating

4.9 /5
(213)
Value for Money
4.9/5
Features
4.9/5
Ease of Use
4.9/5
Customer Support
4.9/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 213
Heather
Heather
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing software- definitely recommend

Reviewed on 2023/04/13

Sales staff is always helpful and available.

Sales staff is always helpful and available.

Pros

Keeps my work streamlined to meet deadlines effectively and effectively. Ability to see and arrange projects into a portfolio and then try out different resource plans

Cons

I haven’t found anything I don’t like. I continue to find areas that align with my business and daily needs.

Alternatives Considered

Smartsheet

Reasons for Choosing WorkOtter

Looking for something user friendly and cost efficient.

Switched From

monday.com

Reasons for Switching to WorkOtter

The software had everything I was looking for and more.
Nicole
Overall rating
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

PM software created by Project Managers

Reviewed on 2023/04/22

You can tell that project managers designed WorkOtter - it's very user-friendly, even for non-PMs....

You can tell that project managers designed WorkOtter - it's very user-friendly, even for non-PMs. The interface is quite intuitive, which is not always the case with other PM Software. It was easy to set up from the beginning and migrate the data over. Good price for value.

Pros

I like the fact that it synchs with MS Project. The reports feature is great for meetings/presentations as you can easily switch between different chart views based on budget, timing, resources, etc. It's so easy to use and easy to train others to use. Unlike some other programs, it's not intimidating! The sandbox feature allows people to learn the program without worry and make the program more robust based on the needs and growth of your company.

Cons

I have not found any cons after about six months of use.

Alternatives Considered

monday.com and Asana

Reasons for Switching to WorkOtter

Cost, ease of use, reporting features, and ease of implementation.
Abdullah
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Streamlining Project Management with WorkOtter

Reviewed on 2023/02/13

Pros

User-friendly interface: WorkOtter has a user-friendly interface that is easy to navigate, making it accessible for users of all skill levels.Real-time collaboration: WorkOtter allows teams to collaborate in real-time, ensuring that everyone is on the same page and reducing the risk of miscommunication.

Cons

While WorkOtter has a user-friendly interface, some users have reported that it takes time to learn all of the features and functions of the software.

Eric
Overall rating
  • Industry: Information Services
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Collaborate and Grow Your Business with WorkOtter's Cloud-based CRM

Reviewed on 2023/05/02

The WorkOtter functionality can help businesses streamline their sales and marketing processes,...

The WorkOtter functionality can help businesses streamline their sales and marketing processes, improve customer engagement and retention, and drive growth if used properly I believe. Really glad we picked WorkOtter!

Pros

Provides a centralized location for managing customer and prospect data, including contact information, communication history, and lead status, which can come in pretty handy for a small company.

Cons

No problems thus far - very happy we picked WorkOtter!!

Alternatives Considered

monday CRM

Reasons for Choosing WorkOtter

ease of use and pricing

Switched From

monday CRM

Reasons for Switching to WorkOtter

- Easy to use- Much more affordable- Personalized training and implementation - Resource capacity planning- Easy to setup and use- Interactive dashboards- Portfolio Management
Kristina
Kristina
Overall rating
  • Industry: Environmental Services
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

This Was the Right Choice!

Reviewed on 2020/10/30

The overall experience has been overwhelmingly exciting, and the people who are involved with this...

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.

Alternatives Considered

LiquidPlanner and Adobe Workfront

Reasons for Switching to WorkOtter

The first reason that WorkOtter caught my attention was how much more affordable it was compared to its competition. What kept my attention was the interaction dashboard options, the visual aids, and the ease of the software overall. I felt like everything else I looked at was quite a bit overwhelming, so when I was exploring the samples from WorkOtter, I was nothing short of impressed by how easily I could navigate through it with no prior experience. That is what made me make the commitment, and I have no regrets.
Showing 5 reviews of 213 Read all reviews

WorkOtter FAQs

Below are some frequently asked questions for WorkOtter.

WorkOtter offers the following pricing plans:

  • Starting from: US$10.00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Not Available

Every implementation includes platinum support, an implementation specialist, customized training, importing existing data, integrations, and more. Licenses start at as little as $10/User/Month (not including annual support and 1-time implementation service).

WorkOtter has the following typical customers:

11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

WorkOtter supports the following languages:

English

WorkOtter supports the following devices:

WorkOtter integrates with the following applications:

Adobe Acrobat Reader, Azure Active Directory, Box, Dropbox Business, Google Drive, Jira, Microsoft Excel, Microsoft Outlook, Microsoft Project, Microsoft SharePoint, Microsoft Word, Okta, OneDrive, Projectlibre

WorkOtter offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

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