Sample presentation of research conducted for actual client of Pragmati. Research upon productivity tools in the Web 2.0 / Office 2.0 SMB space such as BaseCamp, WorkflowMax, Xero, ZOHO and Google Apps.
3. We track the trends driving the Office 2.0 revolution so you don’t have to. The following research has been conducted on your behalf: * software suites and their ecosystems* specific tools and features* recommendation based on requirements
33. know your ecosystems Google Enterprise Apps Hosted, medium price point No true tactical business applications (ie CRM) Geared towards collaboration and messaging Integrations exist, but out of scope Aimed at converting mid-size corporates, up
34. know your ecosystems ZOHO Apps Hosted, medium price point Broad set of apps and features Leader in high-end, freemium CRM Aimed at converting mid-size corporates Competes with Google Apps
35. know your ecosystems 37 Signals Hosted, relatively high price point Devoted following Minimal feature set Legendary Usability Aimed at small design shops (informal process)
36. know your ecosystems Xero Hosted, medium price point Modern and fresh UX Aimed at SMEs Competes with FreshBooks,QuickBooks 2009 Webby Award winner
37. know your ecosystems Xero Network Popular in UK, AUS Competes with 37 Signals (almost) More granular features Aimed at budding agencies where process begins to matter
38. know your point solutions Fringe players Manymoon: extends Google Apps Intervals: a bit of everything, but lacks UX ActiveCollab: on premise port of Basecamp WorkETC: All-in-wonder
39. #1 key takeaway Each product was built around serving a target customer ( “persona” ) and thus.... The ecosystem of integrated products grew around that same persona & design beliefs So, which persona matches your profile? What “flagship” product is most important to you?
40. datalicious is… Small team, yet scalable business model Tech requirements outpace headcount Reporting and auditing is key for profitability Xero is the backbone Growing pains around sales process
42. findthe information you need whenever, wherever you want it
43. Let’s look at the following functional areas of the business process, and the tools from the various ecosystems. * projects, collaboration and time tracking * invoicing, expenses and accountability * workflow and process automation
44. projects, collaboration and time true project management vs tasks and time do you really need Gannt charts or .... do you just want to know if you’re on target? cater for the “resource” or “manager?” how granular is the reporting?
63. collaboration: evaluation Wrike has baseline features Manymoon is promising, yet immature Harvest requires Basecamp, poor integration WorkflowMAX has a solid foundation Basecamp is leader, has iGoogle widget: Periscope
64.
65. time tracking: evaluation Tick is a leader in usability, lacks rates/costs Wrike also is not cost centric Harvest has great reporting WorkflowMAX covers all the bases, granular Manymoon lacks polish, and a desktop client
67. estimates and quotes: evaluation Tick nails this use case Harvest lacks “hours per task” WorkflowMAX has all the features of the competition, and in addition resource analysis and the only tool with workflow built-in for quotes
69. invoices & expenses: evaluation Harvest is target at PMs, and thus has great email reminders and alerts, in addition to great invoice design layouts Harvest does expenses, which others lack WorkflowMAX is on par, but syncs to Xero with data lookups on the fly for invoices
70. workflow and process: evaluation WorkflowMAX is the only tool that handles estimates, (draft) quotes, (draft) invoices all in one seamless package Harvest comes close, but lacks accounting sync, meaningful estimates and ‘quotes’ all together
73. harvest – pros+ Track times and internal auditing Plenty of email alerts for invoices and timesheets Tracks expenses and proper invoice generation Timesheet approval
74. harvest –cons Major issue: cannot set estimates at task level, only at the “big picture” project total Exported invoices are disappointing Integration with Basecamp is rudimentary Really suited for Freshbooks for accounting Cost is pricey in comparison to others Doesn’t prepare quotes
75.
76. WorkflowMAX - pros+ Seamless business process from start to finish. One stop shopping. Active sync to Xero for invoices and contacts (inherited from Javelin CRM ) The best blend of usability and reporting
77. WorkflowMAX - cons Could use more email reminders, alerts Desktop widget is 3rd party Collaboration not as “sexy” as Basecamp No expense reporting
78. know your customers better than you know yourself
79. Time is short, and opportunities abound. Make the most of them. Pragmati has experience using CRM solutions in organisations of various sizes to great effect. Let us show you how to: * develop a sales pipeline with basic CRM automation* sync project contacts, originating from leads* transfer wins seamlessly into project execution
80. CRM & automation true sales force automation vs contact center do you really need a decision tree.... do you just want to a check list of tasks? cater for the “sales guy” or “the boss?” how granular is the reporting?
116. highrise Has strong groups and permissions model Do you need this for one sales guy? Lacks process and workflow tools Can convert “win” into Harvest project Collaboratively-minded sales team
117.
118. Javelin CRM pricey relative to highrise Great OOTB process and reporting Native integration to Xero for invoicing, contacts
119. Javelin CRM latest additions Task due reminders by email Submit new contacts and leads directly using a form on your website. MailChimp integration for delivering professional email newsletters. And last but not least, Javelin now integrates with FreeAgent
120.
121. Tactile CRM Great blend of classical CRM (Salesforce) with modern, collaborative interface (Highrise) Does import Gmail/CloudContacts No true process automation tools Unfortunately, not part of Xero ecosystem
124. Given all the prior considerations, we believe the following is the best solution for the first beta environment. * WorkflowMax* JavelinCRM* Xero – Contact Sync Bridge, Expenses
130. Pragmati is a digital solutions provider that works with organizations to discover, create and implement business solutions by leveraging digital technologies across platforms and devices. From business and digital strategy to system integration, Pragmati provides clients with opportunities to increase revenues, enhance productivity, and maximize competitive advantage. Pragmati is headquartered in Sydney, Australia. www.pragmati.com
