office 2.0 research report
DESCRIPTION
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.TRANSCRIPT
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research & analysis reportdatalicious – process optimisation
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* software suites and their ecosystems* specific tools and features* recommendation based on requirements
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:
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Project MgmtCollaborationAccountingExpensesCRMWorkflow…
Office 2.o market at a glance
Project MgmtCollaboration
CRMWorkflow
Project MgmtCollaborationAccountingExpensesCRMWorkflow
Project MgmtCollaborationAccountingExpensesCRM
Project MgmtCollaborationAccountingExpensesCRMWorkflow
By way of Integration
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know your ecosystems• Microsoft– Typically on premise, highest price point– Very customisable– Outmoded UX– Unused features– Aimed at enterprise
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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
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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
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know your ecosystems• 37 Signals– Hosted, relatively high price point– Devoted following–Minimal feature set– Legendary Usability– Aimed at small design shops (informal
process)
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know your ecosystems• Xero– Hosted, medium price point–Modern and fresh UX– Aimed at SMEs– Competes with FreshBooks,
QuickBooks – 2009 Webby Award winner
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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
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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
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#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?
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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
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now, let’s get into the details
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find the
information you need whenever, wherever you want it
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* projects, collaboration and time tracking * invoicing, expenses and accountability * workflow and process automation
Let’s look at the following functional areas of the business process, and the tools from the various ecosystems.
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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?
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Project MgmtCollaboration
projects, collaboration and time
Collaboration
Project MgmtCollaboration
Project MgmtCollaborationAccountingExpenses
Project MgmtCollaborationAccounting
By way of Integration
Not fit for purpose based on: target organisation sizecostunnecessary features
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projects, collaboration and time
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project management: evaluation
• Wrike is the only one to support classic PM
• Harvest is not a project planning tool• WorkflowMAX has the basics down
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projects, collaboration and time
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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
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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
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invoices, expenses and accountability
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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
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invoices, expenses and accountability
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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
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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
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And, the
winners are…
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harvest – pros+1. Track times and internal auditing2. Plenty of email alerts for invoices and
timesheets3. Tracks expenses and proper invoice
generation4. Timesheet approval
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harvest –cons
1. Major issue: cannot set estimates at task level, only at the “big picture” project total
2. Exported invoices are disappointing3. Integration with Basecamp is rudimentary4. Really suited for Freshbooks for accounting5. Cost is pricey in comparison to others6. Doesn’t prepare quotes
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WorkflowMAX - pros+1. Seamless business process from start
to finish. One stop shopping.2. Active sync to Xero for invoices and
contacts (inherited from Javelin CRM )3. The best blend of usability and
reporting
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WorkflowMAX - cons1. Could use more email reminders,
alerts2. Desktop widget is 3rd party3. Collaboration not as “sexy” as
Basecamp4. No expense reporting
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know your
customers better than you know yourself
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* develop a sales pipeline with basic CRM automation* sync project contacts, originating from leads* transfer wins seamlessly into project execution
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:
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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?
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CRM & automation
Project MgmtCollaboration
CRMWorkflow
Project MgmtCollaboration
CRMWorkflow
By way of Integration
Project MgmtCollaborationAccountingExpensesCRMWorkflow…
Project MgmtCollaboration
CRMWorkflow
Project MgmtCollaborationAccountingExpensesCRMWorkflow
Not fit for purpose based on: target organisation sizecostunnecessary features
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CRM & automation
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CRM & automation
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CRM & automation
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CRM & automation
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CRM & automation
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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
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Javelin CRM• pricey relative to highrise• Great OOTB process and reporting• Native integration to Xero for invoicing,
contacts
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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
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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
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so, hit me with your best shot
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* WorkflowMax* JavelinCRM* Xero – Contact Sync Bridge, Expenses
Given all the prior considerations, we believe the following is the best solution for the first beta environment.
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Chosen contacts from JavelinCRM will be exported to Xero, and then accessible to teammates in WorkflowMax
Contact updatesContacts & Companies
Invoice history
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et tu, Brutus? What say you?
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Pragmati is a digital solutions provider that works with organizations to discover, create and implementbusiness solutions by leveraging digital technologies across platforms and devices. From business and digital strategy tosystem integration, Pragmati provides clients with opportunities to increase revenues, enhance productivity, and maximizecompetitive advantage. Pragmati is headquartered in Sydney, Australia.www.pragmati.com