office 2.0 research report

research & analysis reportdatalicious – process optimisation

* 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:

Project MgmtCollaborationAccountingExpensesCRMWorkflow…

Office 2.o market at a glance

Project MgmtCollaboration

CRMWorkflow

Project MgmtCollaborationAccountingExpensesCRMWorkflow

Project MgmtCollaborationAccountingExpensesCRM


By way of Integration

know your ecosystems• Microsoft– Typically on premise, highest price point– Very customisable– Outmoded UX– Unused features– Aimed at enterprise

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

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

know your ecosystems• 37 Signals– Hosted, relatively high price point– Devoted following–Minimal feature set– Legendary Usability– Aimed at small design shops (informal

process)

know your ecosystems• Xero– Hosted, medium price point–Modern and fresh UX– Aimed at SMEs– Competes with FreshBooks,

QuickBooks – 2009 Webby Award winner

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

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

#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?

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

now, let’s get into the details

find the

information you need whenever, wherever you want it

* 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.

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?



Collaboration


Project MgmtCollaborationAccountingExpenses

Project MgmtCollaborationAccounting


Not fit for purpose based on: target organisation sizecostunnecessary features

project management: evaluation

• Wrike is the only one to support classic PM

• Harvest is not a project planning tool• WorkflowMAX has the basics down

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

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

invoices, expenses and accountability

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

invoices, expenses and accountability

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

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

And, the

winners are…

harvest – pros+1. Track times and internal auditing2. Plenty of email alerts for invoices and

timesheets3. Tracks expenses and proper invoice

generation4. Timesheet approval

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

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

WorkflowMAX - cons1. Could use more email reminders,

alerts2. Desktop widget is 3rd party3. Collaboration not as “sexy” as

Basecamp4. No expense reporting

know your

customers better than you know yourself

* 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:

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?

CRM & automation


CRMWorkflow


CRMWorkflow


Project MgmtCollaborationAccountingExpensesCRMWorkflow…


CRMWorkflow


Not fit for purpose based on: target organisation sizecostunnecessary features

CRM & automation

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

Javelin CRM• pricey relative to highrise• Great OOTB process and reporting• Native integration to Xero for invoicing,

contacts

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

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

so, hit me with your best shot

* 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.

Chosen contacts from JavelinCRM will be exported to Xero, and then accessible to teammates in WorkflowMax

Contact updatesContacts & Companies

Invoice history

et tu, Brutus? What say you?

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

office 2.0 research report

Technology

glance project mgmt

following research

specific tools

o market

software suites

way of integration