WorkOtter

4.9 (204)
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#1 Rated SaaS Project, Resource, & Portfolio Management PPM

About WorkOtter

"WorkOtter is top pick for PMOs needing simple Project and Resource Management" (Gartner 2023). 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."


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Not sure about WorkOtter? Compare with a popular alternative

WorkOtter

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Starting Price

US$10.00
month
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month

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Integrations

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Ease of Use

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Reviews

Overall rating

4.9 /5
(204)
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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Showing 5 reviews of 204
Veronica
Veronica
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 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

Simplified Project Management

Reviewed on 18/09/2022

WorkOtter's sales team has been very responsive to all our questions and provided is with a great...

WorkOtter's sales team has been very responsive to all our questions and provided is with a great onboarding experience.

The software itself is very robust and responds well to our needs in managing our projects.

Pros

I like the fact that the software is agnostic and can integrate with Microsoft Project Management and the dashboard provided a great overview of the current project status

Cons

So far, everything is working great for me and my team. No complains

Alternatives Considered

monday.com

Reasons for Choosing WorkOtter

Better details and hierarchy management

Switched From

Asana

Reasons for Switching to WorkOtter

Ease of use
Aaron
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 01/09/2020

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!

Reasons for Choosing WorkOtter

We outgrew our ability to use Asana and Smartsheets together.

Switched From

Smartsheet

Reasons for Switching to WorkOtter

‐ The ability to quickly switch between interactive ‐ Portfolio management is best in class, I haven't seen other PM programs with this many features. ‐ Gantt charts too! ‐ APIs are completely open, and allow us to pipe information to our clients without trouble. Any issues we had, the WorkOtter team was extremely helpful. It's hard to get service like that from most of the PM software you can find in the market today. - Very easy to use.
Michael
Overall rating
  • Industry: Human Resources
  • Company size: 5,001–10,000 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

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

WorkOtter - Great PM Option!

Reviewed on 25/05/2017

Simplified way to track and get project status updates and completion rate.

Simplified way to track and get project status updates and completion rate.

Pros

- It's very easy to customize, it lets the user arrange information as preferred views to help ease the tracking of information.
- Projects require a significant amount of documentation to support the tasks, to be used as reference information, for auditing purposes and reporting. WorkOtter offers unlimitted storage allowing user to store any documents without having to worry about the available space.
- WorkOtter offers an easy and simple section to track times and task completion allowing "light users" to keep close track of their work and also great input for the PM to pull out reports and estimates.
- Reporting section is great, it offers a significant amount of templates to build reports making it sufficiently versatile to present relevant information for specif project gorups (i.e. Sponsors, Stakeholders, Team Members, etc) in a simplified way.

Cons

- Software layout and design is a bit plane in comparison to other software for the same area.
- Information can look a bit cluttered when browsing thru the tasks dashboard and Gantt view.

Jason
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 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

We Have Found Our Project/Resource Management Home!

Reviewed on 16/11/2020

No surprises and the implementation was as promised..30 days!

No surprises and the implementation was as promised..30 days!

Pros

The feature I like most is the "sandbox" for my "what if" scenarios... I am able to project in more ways and more accurately with a click and a drag!

Cons

The software is intuitive but with covid, our team took a little while to get up to speed... Not really the software's fault.

Alternatives Considered

LiquidPlanner

Reasons for Choosing WorkOtter

We needed a more robust platform and wanted to integrate more features.

Switched From

Smartsheet

Reasons for Switching to WorkOtter

Ultimately, WorkOtter met or exceeded all our needs. There are so many useful features that will allow us to take our game to the next level... From the "what-if" scenarios in the sandbox, to the "role-centric" dashboards, to the data animations, and on and on..... I am able to manage my entire firm, from people to assets, at glance! WorkOtter was hands-down the clear choice.
Stephanie
Overall rating
  • Industry: Staffing & Recruiting
  • Company size: 11–50 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

So detailed and innovative! Definitely a rising star in the Project Management industry!

Reviewed on 23/06/2023

It's been wonderful! The system has all of the necessary features that each user needs to successful...

It's been wonderful! The system has all of the necessary features that each user needs to successfully complete their tasks and projects while still being able to handle sudden changes and adjustments. Very smooth transition.

Pros

The platform is so interactive and capable! The ability to sync from Excel is so helpful, and the fact that you can do it with ease at the click of a button is incredible. But, the most impressive feature was the ability for WorkOtter to give real-time projections of hypothetical scenarios. Absolutely brilliant!

Cons

Nothing yet! All of the features are relevant and proactive.

Alternatives Considered

Adobe Workfront

Reasons for Choosing WorkOtter

Interactive dashboard and real-time feedback on hypothetical scenarios.

Switched From

Planview ProjectPlace

Reasons for Switching to WorkOtter

It didn't have the same level of interaction and features that are enjoyable with WorkOtter
Showing 5 reviews of 204 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: 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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