research & analysis report<br />datalicious – process optimisation <br />
We track the trends driving the Office 2.0 revolution so you don’t have to.<br />The following research has been conducted...
Office 2.o market at a glance<br /><ul><li>Project Mgmt
Collaboration
Accounting
Expenses
CRM
Workflow
…
Project Mgmt
Collaboration
CRM
Workflow
Project Mgmt
Collaboration
Accounting
Expenses
CRM
Workflow
Project Mgmt
Collaboration
Accounting
Expenses
CRM
Project Mgmt
Collaboration
Accounting
Expenses
CRM
Workflow
By way of Integration</li></li></ul><li>know your ecosystems<br />Microsoft<br />Typically on premise, highest price point...
know your ecosystems<br />Google Enterprise Apps<br />Hosted, medium price point<br />No true tactical business applicatio...
know your ecosystems<br />ZOHO Apps<br />Hosted, medium price point<br />Broad set of apps and features<br />Leader in hig...
know your ecosystems<br />37 Signals<br />Hosted, relatively high price point<br />Devoted following<br />Minimal feature ...
know your ecosystems<br />Xero<br />Hosted, medium price point<br />Modern and fresh UX<br />Aimed at SMEs<br />Competes w...
know your ecosystems<br />Xero Network<br />Popular in UK, AUS<br />Competes with 37 Signals (almost)<br />More granular f...
know your point solutions<br />Fringe players<br />Manymoon: extends Google Apps<br />Intervals: a bit of everything, but ...
#1 key takeaway<br />Each product was built around serving a target customer ( “persona” ) and thus....<br />The ecosystem...
datalicious is…<br />Small team, yet scalable business model<br />Tech requirements outpace headcount<br />Reporting and a...
now, let’s get into the details<br />
   findthe information   you need whenever, wherever you want it<br />
Let’s look at the following functional areas of the business process, and the tools from the various ecosystems.<br />* pr...
projects, collaboration and time<br />true project management vs tasks and time<br />do you really need Gannt charts or .....
projects, collaboration and time<br />Not fit for purpose based on: <br /><ul><li>target organisation size
cost
unnecessary features
Project Mgmt
Collaboration
Collaboration
Project Mgmt
Collaboration
Project Mgmt
Collaboration
Accounting
Expenses
Project Mgmt
Collaboration
Accounting
By way of Integration</li></li></ul><li>projects, collaboration and time<br />
project management: evaluation<br />Wrike is the only one to support classic PM<br />Harvest is not a project planning too...
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Office 2.0 Research Report

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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.

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Office 2.0 Research Report

  1. 1.
  2. 2. research & analysis report<br />datalicious – process optimisation <br />
  3. 3. We track the trends driving the Office 2.0 revolution so you don’t have to.<br />The following research has been conducted on your behalf:<br />* software suites and their ecosystems* specific tools and features* recommendation based on requirements<br />
  4. 4. Office 2.o market at a glance<br /><ul><li>Project Mgmt
  5. 5. Collaboration
  6. 6. Accounting
  7. 7. Expenses
  8. 8. CRM
  9. 9. Workflow
  10. 10.
  11. 11. Project Mgmt
  12. 12. Collaboration
  13. 13. CRM
  14. 14. Workflow
  15. 15. Project Mgmt
  16. 16. Collaboration
  17. 17. Accounting
  18. 18. Expenses
  19. 19. CRM
  20. 20. Workflow
  21. 21. Project Mgmt
  22. 22. Collaboration
  23. 23. Accounting
  24. 24. Expenses
  25. 25. CRM
  26. 26. Project Mgmt
  27. 27. Collaboration
  28. 28. Accounting
  29. 29. Expenses
  30. 30. CRM
  31. 31. Workflow
  32. 32. By way of Integration</li></li></ul><li>know your ecosystems<br />Microsoft<br />Typically on premise, highest price point<br />Very customisable<br />Outmoded UX<br />Unused features<br />Aimed at enterprise<br />
  33. 33. know your ecosystems<br />Google Enterprise Apps<br />Hosted, medium price point<br />No true tactical business applications (ie CRM)<br />Geared towards collaboration and messaging<br />Integrations exist, but out of scope<br />Aimed at converting mid-size corporates, up <br />
  34. 34. know your ecosystems<br />ZOHO Apps<br />Hosted, medium price point<br />Broad set of apps and features<br />Leader in high-end, freemium CRM<br />Aimed at converting mid-size corporates<br />Competes with Google Apps<br />
  35. 35. know your ecosystems<br />37 Signals<br />Hosted, relatively high price point<br />Devoted following<br />Minimal feature set<br />Legendary Usability<br />Aimed at small design shops (informal process)<br />
  36. 36. know your ecosystems<br />Xero<br />Hosted, medium price point<br />Modern and fresh UX<br />Aimed at SMEs<br />Competes with FreshBooks,QuickBooks <br />2009 Webby Award winner<br />
  37. 37. know your ecosystems<br />Xero Network<br />Popular in UK, AUS<br />Competes with 37 Signals (almost)<br />More granular features<br />Aimed at budding agencies where<br /> process begins to matter<br />
  38. 38. know your point solutions<br />Fringe players<br />Manymoon: extends Google Apps<br />Intervals: a bit of everything, but lacks UX<br />ActiveCollab: on premise port of Basecamp<br />WorkETC: All-in-wonder<br />
  39. 39. #1 key takeaway<br />Each product was built around serving a target customer ( “persona” ) and thus....<br />The ecosystem of integrated products grew around that same persona & design beliefs<br />So, which persona matches your profile?<br />What “flagship” product is most important to you?<br />
  40. 40. datalicious is…<br />Small team, yet scalable business model<br />Tech requirements outpace headcount<br />Reporting and auditing is key for profitability<br />Xero is the backbone<br />Growing pains around sales process<br />
  41. 41. now, let’s get into the details<br />
  42. 42. findthe information you need whenever, wherever you want it<br />
  43. 43. Let’s look at the following functional areas of the business process, and the tools from the various ecosystems.<br />* projects, collaboration and time tracking * invoicing, expenses and accountability * workflow and process automation<br />
  44. 44. projects, collaboration and time<br />true project management vs tasks and time<br />do you really need Gannt charts or ....<br />do you just want to know if you’re on target?<br />cater for the “resource” or “manager?” <br />how granular is the reporting?<br />
  45. 45. projects, collaboration and time<br />Not fit for purpose based on: <br /><ul><li>target organisation size
  46. 46. cost
  47. 47. unnecessary features
  48. 48. Project Mgmt
  49. 49. Collaboration
  50. 50. Collaboration
  51. 51. Project Mgmt
  52. 52. Collaboration
  53. 53. Project Mgmt
  54. 54. Collaboration
  55. 55. Accounting
  56. 56. Expenses
  57. 57. Project Mgmt
  58. 58. Collaboration
  59. 59. Accounting
  60. 60. By way of Integration</li></li></ul><li>projects, collaboration and time<br />
  61. 61. project management: evaluation<br />Wrike is the only one to support classic PM<br />Harvest is not a project planning tool<br />WorkflowMAX has the basics down<br />
  62. 62. projects, collaboration and time<br />
  63. 63. collaboration: evaluation<br />Wrike has baseline features<br />Manymoon is promising, yet immature<br />Harvest requires Basecamp, poor integration<br />WorkflowMAX has a solid foundation<br />Basecamp is leader, has iGoogle widget: Periscope<br />
  64. 64.
  65. 65. time tracking: evaluation<br />Tick is a leader in usability, lacks rates/costs<br />Wrike also is not cost centric<br />Harvest has great reporting<br />WorkflowMAX covers all the bases, granular<br />Manymoon lacks polish, and a desktop client<br />
  66. 66. invoices, expenses and accountability<br />
  67. 67. estimates and quotes: evaluation<br />Tick nails this use case<br />Harvest lacks “hours per task”<br />WorkflowMAX has all the features of the competition, and in addition resource analysis and the only tool with workflow built-in for quotes<br />
  68. 68. invoices, expenses and accountability<br />
  69. 69. invoices & expenses: evaluation<br />Harvest is target at PMs, and thus has great email reminders and alerts, in addition to great invoice design layouts<br />Harvest does expenses, which others lack<br />WorkflowMAX is on par, but syncs to Xero with data lookups on the fly for invoices<br />
  70. 70. workflow and process: evaluation<br />WorkflowMAX is the only tool that handles estimates, (draft) quotes, (draft) invoices all in one seamless package<br />Harvest comes close, but lacks accounting sync, meaningful estimates and ‘quotes’ all together<br />
  71. 71. And, the winners are…<br />
  72. 72.
  73. 73. harvest – pros+<br />Track times and internal auditing<br />Plenty of email alerts for invoices and timesheets<br />Tracks expenses and proper invoice generation<br />Timesheet approval<br />
  74. 74. harvest –cons<br />Major issue: cannot set estimates at task level, only at the “big picture” project total<br />Exported invoices are disappointing<br />Integration with Basecamp is rudimentary<br />Really suited for Freshbooks for accounting<br />Cost is pricey in comparison to others<br />Doesn’t prepare quotes<br />
  75. 75.
  76. 76. WorkflowMAX - pros+<br />Seamless business process from start to finish. One stop shopping.<br />Active sync to Xero for invoices and contacts (inherited from Javelin CRM )<br />The best blend of usability and reporting <br />
  77. 77. WorkflowMAX - cons<br />Could use more email reminders, alerts<br />Desktop widget is 3rd party<br />Collaboration not as “sexy” as Basecamp<br />No expense reporting<br />
  78. 78. know your customers better than you know yourself<br />
  79. 79. Time is short, and opportunities abound. Make the most of them.<br />Pragmati has experience using CRM solutions in organisations of various sizes to great effect. Let us show you how to: <br />* develop a sales pipeline with basic CRM automation* sync project contacts, originating from leads* transfer wins seamlessly into project execution <br />
  80. 80. CRM & automation<br />true sales force automation vs contact center<br />do you really need a decision tree....<br />do you just want to a check list of tasks?<br />cater for the “sales guy” or “the boss?” <br />how granular is the reporting?<br />
  81. 81. CRM & automation<br />Not fit for purpose based on: <br /><ul><li>target organisation size
  82. 82. cost
  83. 83. unnecessary features
  84. 84. Project Mgmt
  85. 85. Collaboration
  86. 86. CRM
  87. 87. Workflow
  88. 88. Project Mgmt
  89. 89. Collaboration
  90. 90. CRM
  91. 91. Workflow
  92. 92. Project Mgmt
  93. 93. Collaboration
  94. 94. Accounting
  95. 95. Expenses
  96. 96. CRM
  97. 97. Workflow
  98. 98.
  99. 99. Project Mgmt
  100. 100. Collaboration
  101. 101. CRM
  102. 102. Workflow
  103. 103. Project Mgmt
  104. 104. Collaboration
  105. 105. Accounting
  106. 106. Expenses
  107. 107. CRM
  108. 108. Workflow
  109. 109. By way of Integration</li></li></ul><li>CRM & automation<br />
  110. 110. CRM & automation<br />
  111. 111. CRM & automation<br />
  112. 112. CRM & automation<br />
  113. 113. CRM & automation<br />
  114. 114.
  115. 115.
  116. 116. highrise<br />Has strong groups and permissions model<br />Do you need this for one sales guy?<br />Lacks process and workflow tools<br />Can convert “win” into Harvest project<br />Collaboratively-minded sales team<br />
  117. 117.
  118. 118. Javelin CRM<br />pricey relative to highrise<br />Great OOTB process and reporting<br />Native integration to Xero for invoicing, contacts<br />
  119. 119. Javelin CRM latest additions<br />Task due reminders by email<br />Submit new contacts and leads directly using a form on your website. <br />MailChimp integration for delivering professional email newsletters.<br />And last but not least, Javelin now integrates with FreeAgent<br />
  120. 120.
  121. 121. Tactile CRM<br />Great blend of classical CRM (Salesforce) with modern, collaborative interface (Highrise)<br />Does import Gmail/CloudContacts<br />No true process automation tools<br />Unfortunately, not part of Xero ecosystem<br />
  122. 122. Who’s on first, What’s on second…<br />
  123. 123. so, hit me with your best shot<br />
  124. 124. Given all the prior considerations, we believe the following is the best solution for the first beta environment. <br />* WorkflowMax* JavelinCRM* Xero – Contact Sync Bridge, Expenses<br />
  125. 125. Chosencontacts from JavelinCRM will be exported to Xero, and then accessible to teammates in WorkflowMax<br />
  126. 126.
  127. 127.
  128. 128.
  129. 129. et tu, Brutus? What say you?<br />
  130. 130. Pragmati is a digital solutions provider that works with organizations to discover, create and implement<br />business solutions by leveraging digital technologies across platforms and devices. From business and digital strategy to<br />system integration, Pragmati provides clients with opportunities to increase revenues, enhance productivity, and maximize<br />competitive advantage. Pragmati is headquartered in Sydney, Australia.<br />www.pragmati.com<br />

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