Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 2 Ratings

Total
ease
features
design
support

Description

i2e Consulting provides a comprehensive Microsoft Project Online framework designed to cater to various degrees of Project Portfolio Management (PPM) maturity. Engaging with i2e allows for a Project Online implementation that is straightforward, effective, and budget-friendly. The PPM Foundation lays the groundwork for a solid portfolio of work while refining project management practices, which include integrated projects, a centralized work repository, the removal of manual tasks, standardized project templates, smooth collaboration among teams, and organized resource management strategies. Moving to PPM Advanced, organizations can establish superior frameworks for cost and resource management, which encompass planned resource management strategies, precise forecasting, evaluations of demand versus capacity, improved reporting capabilities, and project templates tailored to specific roles. Lastly, PPM Ultimate enhances project delivery and value by ensuring that projects are in sync with strategic objectives, facilitating strategic project prioritization, and improving resource management through the use of actual performance data, thus reinforcing the alignment of projects with organizational goals. In this way, i2e Consulting not only helps in managing projects effectively but also contributes to achieving broader business success.

Description

WorkflowMax is a cost-effective, feature-rich solution that can help you increase project profitability. WorkflowMax is a cloud-based online workflow and job manager product from Xero. It has been used by more than 10,000 companies. These include time tracking, quoting, streamlined billing, job management, insights and reporting. WorkflowMax is ideal for creative agencies, engineers, surveyors and lawyers, IT companies and construction firms, consultants, and anyone who bills time.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Acterys
Box
Causal
Datameer
Deputy
Dropbox
Freshdesk
Freshservice
HubSpot Customer Platform
Lyftrondata
MYOB
Oncord
PayHero
Peaka
Runn
Shift
WebRezPro
Xero
Zendesk
iPayroll

Integrations

Acterys
Box
Causal
Datameer
Deputy
Dropbox
Freshdesk
Freshservice
HubSpot Customer Platform
Lyftrondata
MYOB
Oncord
PayHero
Peaka
Runn
Shift
WebRezPro
Xero
Zendesk
iPayroll

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$33/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

I2E Consulting

Country

United States

Website

i2econsulting.com

Vendor Details

Company Name

Xero

Founded

2007

Country

New Zealand

Website

www.workflowmax.com

Product Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Product Features

Architecture

2D Drawing
3D Modeling
BIM Modeling
Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Alternatives

PowerSteering Reviews

PowerSteering

Upland Software

Alternatives

BigTime Reviews

BigTime

BigTime Software
ZilicusPM Reviews

ZilicusPM

Zilicus Solutions