WorkOtter

#1 Rated SaaS Project, Resource, & Portfolio Management PPM

About WorkOtter

[9 User Min] WorkOtter is the top rated Project, Resource, and Portfolio Management (PPM) SaaS on GetApp for PMOs up to 200 users. WorkOtter is ideally suited for IT, Engineering, New Product Development, Engineering, and other project-centric teams struggling to get off spreadsheets an instill a simple supporting suite of features.

Clients appreciate the elegant user experience, simple layout, easy to use features and integration into popular solutions like JIRA, Microsoft Project, Excel, Word, Google Drive, Box, Dropbox, Sharepoint, and Office 365.

The highlight of WorkOtter are animated "Magic Dashboards" that take dry boring reports and bring them to life through animations and interactive features. The 50+ templates were developed by Ernst & Young consultants in concert with client PMOs and are easy and fun to customize/configure.

WorkOtter client support includes a dedicated implementation team and a 30-day guaranteed set up to get your PMO automated quickly and producing immediate value. All implementations include training, configuration, data import, and report configuration at no additional charge. The WorkOtter help desk is also top rated and includes only US based, college educated, and deeply knowledgeable support staff with a minimum of 3-years experience.

Key benefits of WorkOtter

• Automate PM: WorkOtter allows PMOs to eliminate Excel trackers, static boring reports, and project chaos with an easy to use PPM solution

• Resource management: WorkOtter allows ""Supply vs Demand"" capacity planning to see how resources align to project portfolios/roadmaps and show how to best optimize, hire, and train staff for maximum productivity.

• What If Scenarios: WorkOtter offers robust ‘What-If’ scenario planning tools to try out project portfolios before committing to clients/stakeholders.

• Dashboards/Visualizations: WorkOtter's world class animated dashboards make your PMO look brilliant with easy to use visualizations the C-Suite will love.

• Integrations: WorkOtter integrated seamlessly with JIRA, Microsoft Project, Google, Office 365, Box, Dropbox, Sharepoint, and more. Simple to use open APIs allow further configuration into ERP, CRM and other SaaS applications.

• Start Right - Right Now: WorkOtter has a 30 day implementation process with a dedicated team to help configure, train, import, and support your PMO and provide immediate value.

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Images

View 17 more
WorkOtter video
WorkOtter screenshot: WorkOtter screenshot: WorkOtter screenshot: WorkOtter screenshot: WorkOtter screenshot: WorkOtter screenshot: WorkOtter screenshot: WorkOtter screenshot: WorkOtter screenshot: WorkOtter screenshot: WorkOtter screenshot: WorkOtter screenshot: WorkOtter screenshot: WorkOtter screenshot: WorkOtter screenshot: WorkOtter screenshot:

Features

Total features of WorkOtter: 70

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Agile Methodologies
  • Archiving & Retention
  • Budget Management
  • Budgeting/Forecasting
  • Capacity Management
  • Change Management
  • Chat/Messaging
  • Client Portal
  • Collaboration Tools
  • Contractor Management
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Dashboard
  • Data Synchronization
  • Demand Forecasting
  • Document Automation
  • Drag & Drop
  • Employee Management
  • File Sharing
  • File Transfer
  • Forecasting
  • Gantt/Timeline View
  • Idea Management
  • Idea Ranking
  • Ideation / Crowdsourcing
  • Issue Management
  • Kanban Board
  • Labor Forecasting
  • Milestone Tracking
  • Mind Maps
  • Percent-Complete Tracking
  • Planning Tools
  • Portfolio Management
  • Prioritization
  • Product Roadmapping
  • Project Accounting
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Projections
  • Real Time Reporting
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Resource Management
  • Resource Request
  • Resource Scheduling
  • Risk Assessment
  • Risk Management
  • SSL Security
  • Scenario Planning
  • Search/Filter
  • Single Sign On
  • Skills Tracking
  • Status Tracking
  • Supports Agile
  • Supports Scrum
  • Task Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Traditional Methodologies
  • Utilization Reporting
  • Visual Analytics
  • Workflow Management

Alternatives

Asana

4,4
#1 Alternative to WorkOtter
Asana is a work and project management solution for teams. You can organize everything—from company objectives to...

monday.com

4,6
#2 Alternative to WorkOtter
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and...

ClickUp

4,7
#3 Alternative to WorkOtter
ClickUp is a fundamentally new way to work - bringing separate apps like tasks, docs, spreadsheets, goal tracking,...

Workfront

4,3
#4 Alternative to WorkOtter
The platform for enterprise work management, helping teams and companies plan, execute, and deliver great work and...

Reviews

Overall rating

5 /5
(155)
Value for Money
4,9/5
Features
4,9/5
Ease of Use
4,9/5
Customer Support
4,9/5

Already have WorkOtter?

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

Write a Review!
Showing 5 reviews of 155
Kristina H.
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.

Amy T.
Overall rating
  • Industry: Financial Services
  • Company size: 10 000+ Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

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

Reviewed on 2020/10/23

I would say 'WOW '! My experience was really great. It was far more intuitive that I expected. For...

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

Verified Reviewer
Overall rating
  • Industry: Hospitality
  • Used Other for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Comprehensive project management tool for all project phases

Reviewed on 2018/02/15

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.

Cheryl W.
Overall rating
  • Industry: Environmental Services
  • Company size: 51-200 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

WorkOtter to WorkBetter!

Reviewed on 2020/09/18

WorkOtter has been a pleasure to work with! It is extremely user friendly for our most tech-savvy...

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!

Aaron B.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Where has WorkOtter been my entire PM life???

Reviewed on 2020/09/01

Our small but growing agency has been using a combination of Asana and Smartsheets for years. This...

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!

Showing 5 reviews of 155 Read all reviews

WorkOtter FAQs

Below are some frequently asked questions for WorkOtter.

WorkOtter offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Available

We are 35%+ less expensive (and much higher reviewed/ranked) than Clarizen, WorkFront, Smartsheet, Mavenlink, Planisware, and Changepoint! Contact us for a live demo and a no obligation quote.

We do not have any information about WorkOtter features

WorkOtter has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

WorkOtter supports the following languages:

English

WorkOtter supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

WorkOtter integrates with the following applications:

Adobe Acrobat Reader DC, Box, Dropbox Business, Google Drive, Jira, Microsoft Excel, Microsoft Outlook, Microsoft Project, Microsoft SharePoint, Microsoft Word, OneDrive, Projectlibre

WorkOtter offers the following support options:

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

Related categories

See all software categories found for WorkOtter.