StackPlan Logo
Search

Projectworks

  • Professional Services Automation Software
  • https://www.projectworks.com/
  • Projectworks is a cloud-based professional services automation (PSA) software designed to streamline operations for service-based businesses.

Jump:

Find Your Expert

About This App

Projectworks is a cloud-based professional services automation (PSA) software designed to streamline operations for service-based businesses. It was founded in 2018 in New Zealand by Doug Borrowdale, Tom Greenwood, and Steve Tucker. Projectworks helps organizations manage resources, track time and expenses, and oversee financial performance, providing an end-to-end solution for project-based work. The platform is tailored for professional services firms, including consultancies, agencies, and engineering firms, to enhance operational efficiency and profitability.

Features

  • Product Management
    Users can plan, assign, and track projects with detailed timelines, task assignments, and milestones, ensuring projects stay on schedule.
  • Resource Planning
    The software provides tools to allocate resources effectively, helping businesses optimize workloads and avoid overutilization.
  • Time Tracking
    Integrated time-tracking features enable team members to log hours accurately, supporting billing and performance analysis.
  • Financial Management
    Projectworks includes invoicing, expense tracking, and budget management tools to monitor financial health and improve cash flow.
  • Analytics and Reporting
    Real-time dashboards and customizable reports give businesses insights into project performance, profitability, and resource utilization.
  • Client and Contract Management
    Tools for managing client relationships, contracts, and project scopes ensure clear communication and alignment with client expectations.
  • Integration Capabilities
    Projectworks integrates with popular tools like Xero, QuickBooks, and Slack, allowing for seamless workflows across platforms.
  • Customizable Workflows
    Businesses can tailor workflows to match their specific operational needs, enhancing productivity and alignment with internal processes.

Pros

  • Comprehensive PSA Solution
    Projectworks combines project management, resource allocation, and financial tracking into a single platform, reducing the need for multiple tools.
  • User-Friendly Interface
    The intuitive design makes it accessible for users at all technical levels.
  • Scalable for Growth
    Suitable for small teams and large organizations, Projectworks grows with the business.
  • Real-Time Insights
    The platform’s analytics and reporting tools offer valuable insights into key performance metrics, aiding decision-making.
  • Improved Collaboration
    Features like task assignment and communication tools foster teamwork and accountability.
  • Global Support
    With multi-currency and time zone support, it’s ideal for companies operating internationally.

Cons

  • Learning Curve for Advanced Features
    While basic functions are user-friendly, mastering advanced features may require time and training.
  • Limited Customization in Some Areas
    Though workflows are customizable, some users may find reporting or other aspects less flexible compared to competitors.
  • Pricing
    Projectworks may be more expensive than simpler project management tools, which could be a barrier for smaller businesses.
  • Integration Limitations
    While it integrates with major tools, businesses using niche or custom systems might face compatibility issues.

Who is Projectworks Best For?

  • Professional Services Firms
    Consultancies, engineering firms, marketing agencies, and IT services providers benefit from Projectworks’ tailored PSA capabilities.
  • Businesses Focused on Profitability
    Companies aiming to monitor project profitability and resource utilization will appreciate its financial management tools.
  • Organizations Managing Multiple Projects
    Firms handling multiple complex projects simultaneously can use Projectworks to streamline planning and tracking.
  • Companies with Remote Teams
    With cloud-based access, it’s ideal for businesses with distributed teams who need real-time collaboration and updates.
  • Growing Enterprises
    Businesses looking for a scalable solution that evolves with their needs will find Projectworks a reliable choice.

Who Might Projectworks Not Be Suitable For?

  • Small Businesses with Basic Needs
    Companies with simple workflows or minimal project tracking requirements might find Projectworks too feature-rich and expensive for their needs.
  • Startups on a Tight Budget
    Pricing may deter startups or smaller organizations that prioritize cost over advanced functionality.
  • Industries Requiring Specialized Tools
    Firms with highly specialized project or industry needs might need more tailored software solutions.
  • Teams Preferring Simple Interfaces
    Organizations looking for basic project management might find Projectworks’ comprehensive features overwhelming or unnecessary.
Cost (from)
free practice subscription? ✗
trial? ✓
partner program: ✓
Support Channels
Mobile Platforms
Accounting Platforms

Xero, Intuit Quickbooks

Integrations

Jira, MYOB, Hubspot, Zapier, SalesForce etc.

Geographies Served

Worldwide

INDUSTRIES

Retailers, wholesalers

CATEGORY

Professional Services Automation Software

Disclaimer

The information provided about various software products on this website is sourced from third-party websites and publicly available resources. We strive to ensure that all data is accurate and up-to-date; however, we cannot guarantee its accuracy, completeness, or timeliness. Software companies frequently update their products and services, and such changes may not always be reflected immediately in our listings. Please verify all information with the software provider before making purchasing decisions. For deeper explanations, please read StackPlan’s Software Review Methodology.

StackPlan Logo White

Your business runs on technology. So why don't you have a clear plan for what you need, and how it will all work together? Get started with a tech roadmap and put your technology to work.

Quick Links
Newsletter

Subscribe to our newsletter to get latest updates.

@Copyright 2024 All Rights Reserved | Terms of Service | Privacy Policy | Cookie Policy

close menu icon

Join the StackPlan Community Today!

Be the first to learn about events, featured Tech Advisors, tips, and other offers by signing up below!

Newsletter Signup
First & Last
Do you consent to receiving emails from Stackplan.com?
Close

Join the StackPlan Community Today!

Be the first to learn about events, featured Tech Advisors, tips, and other offers by signing up below!