Clarizen vs WorkOtter

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Our analysts compared Clarizen vs WorkOtter based on data from our 400+ point analysis of PPM Software, user reviews and our own crowdsourced data from our free software selection platform.

Clarizen Software Tool

Product Basics

Clarizen (now known as Planview AdaptiveWork) is a project management and professional services software that manages projects and simple updates with up-to-the-minute status using smartphones anytime, anywhere. It automatically shares project-related information with key stakeholders and updates any changes made across teams. It includes proprietary analytics and management tools for live insights about departments, projects and businesses.

It manages individual and team projects with collaborative tools for project managers, and coaching for groups.

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WorkOtter is a SaaS solution designed for small and medium businesses to replace spreadsheets. Organizations can standardize core processes and prioritize projects while assigning employees to specific tasks. Teams and executives can track project status and deadlines for transparency and visibility.

Businesses can adopt Agile, Scrum or Waterfall methodologies to manage projects while integrating with Microsoft Projects, Jira and other modules. A centralized location simplifies project monitoring while optimizing resources for every initiative. Managers can plan daily capacity or demand based on available resources.
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$30/User, Monthly
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Tailored to your specific needs
$10/User, Monthly
Get a free price quote
Tailored to your specific needs
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Product Assistance

Documentation
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Videos
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Videos
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Increased Visibility: Clarizen provides transparent views of projects, which includes information such as who is working on a specific task, when a project is due and workflow history. By increasing the visibility of project workflows, project managers can reallocate resources and measure efficiency more accurately. Clarizen also contains visualization of aspects such as resource levels and financial planning. 
  • Collaboration Across Project Development: The collaboration tools included in Clarizen are one of the program’s most touted features. The feature allows you to work on projects, share statistical insights and comment on reports in real-time. The Clarizen InterAct feature lets you comment on documents and update statuses through email. The mobile app also allows you to keep in touch with coworkers when you’re on the go. 
  • Real-Time Insights: Real-time stats can positively impact your business by making insights easier and quicker to obtain. With Clarizen, you can easily see factors such as which projects have gone over budget or are nearing their completion date. You can also analyze factors such as burn rate and billing status as they change minute by minute. 
  • Boost Productivity: Clarizen can boost productivity through its comprehensive project management system, which allows employees to see the actual status of products or projects. This reduces the amount of time that your employees will spend on tedious status update meetings due to the ability to see where a project is at quickly and efficiently. This way, your staff can spend more time developing products and less time discussing where they’re at in the development process. 
  • Accessibility: A mobile application is available for Clarizen customers. It is a reasonably comprehensive app that contains features such as the ability to respond to customer inquiries and to change the status of tasks in your queue. You can also easily connect with your fellow employees to discuss project elements. 
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  • Improved Resource Allocation: WorkOtter enables precise tracking and management of resources, ensuring that team members are assigned tasks that match their skills and availability, reducing bottlenecks and improving project outcomes.
  • Enhanced Collaboration: The platform fosters better communication among team members through integrated messaging and file-sharing features, leading to more cohesive teamwork and faster problem resolution.
  • Increased Visibility: With real-time dashboards and reporting tools, stakeholders can easily monitor project progress, identify potential issues early, and make informed decisions to keep projects on track.
  • Streamlined Workflow: WorkOtter automates routine tasks such as status updates and time tracking, freeing up team members to focus on high-value activities and reducing administrative overhead.
  • Risk Management: The software includes risk assessment and mitigation tools that help project managers identify potential risks early and develop strategies to address them, minimizing project disruptions.
  • Cost Control: By providing detailed budget tracking and forecasting capabilities, WorkOtter helps organizations manage project costs more effectively, ensuring that projects stay within budget and financial goals are met.
  • Scalability: WorkOtter is designed to grow with your organization, offering scalable solutions that can handle increasing project complexity and team size without compromising performance.
  • Customizable Reporting: Users can create tailored reports that meet specific business needs, providing actionable insights and supporting data-driven decision-making processes.
  • Compliance and Governance: The platform supports compliance with industry standards and internal governance policies, helping organizations maintain regulatory compliance and reduce the risk of non-compliance penalties.
  • Improved Client Satisfaction: By delivering projects on time and within budget, WorkOtter helps organizations meet client expectations, leading to higher client satisfaction and repeat business.
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  • Slide Publisher: The Slide Publisher tool allows you to quickly create PowerPoint presentations for customers using real-time project data. Your company branding can also be added to these presentations through a customized template. 
  • Financial Management: Clarizen’s financial management feature includes the ability to track expenses on different levels, whether it be at the employee level or by department. Payments can also be linked to projects to help ensure that development budgets stay on track. An Excel Import feature is included, which allows you to import data from Microsoft Excel and add it to aspects such as work items and cases. 
  • Social Collaboration Platform: The social collaboration platform gives you the ability to track the customer lifecycle as it pertains to completed work, customer conversations and attached files. It’s a key component to the request management capabilities of Clarizen, which helps you track work orders. Information such as customer name, priority and due date are included in these documents. 
  • Clarizen InterAct: Clarizen InterAct allows you to collaborate with others on the file, task and project level. Employees can update project status, flag issues and discuss project developments via email. Graphs and project plans that include real-time insights as to project status are also available via email. 
  • Integration With Popular Tools: Clarizen can integrate with popular tools such as Google Docs, Jira, Box, SharePoint and ServiceNow. It contains a large amount of APIs that can help you integrate programs that you currently use with Clarizen. 
  • Mobile Accessibility: Clarizen’s mobile app, which is available for iOS and Android devices, is relatively comprehensive and allows you to take whatever you were working on with you on the go. Some of the tasks that you can complete through the mobile app include submission of expenses, communication with colleagues and entering of tickets. It’s also a great way to provide customer service due to its client response functionality. 
  • Task Management: The task management tool allows your employees to prioritize any duties that they are assigned, whether they be project-related or not. Employees have their own workspaces where they can view their specific projects so that they don’t get bogged down in a master view that shows what everyone’s working on. Project managers can look at how projects are progressing across the company and can also reassign or add resources to tasks to ensure efficiency. 
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  • Portfolio Management: Track multiple projects and portfolios in one place. Use an interactive workflow map to set up and adjust workflows while creating portfolio-level issues, capturing internal and external requests, prioritizing each initiative and defining action items and changes. 
  • Resource Management: Get bottom-up and top-down visibility into resources for better optimization. Plan resource utilization through what-if scenarios, capacity planning and load balancing. Assign tasks based on employee skills, and track task time while providing performance feedback. 
  • Project Management: Monitor risks, tasks, interdependencies and milestones while allowing stakeholders to offer feedback on project schedules and details. Activate alerts and notifications for project progress, upload and share unlimited documents while accessing role-specific team dashboards. 
  • Agile Project Management: Use Agile to respond to changes quickly. Improve project governance and resource management while configuring two-way data syncing with other modules. 
  • Financial Management: Track time and expenses to ensure projects are on track and within budget. Access metrics like estimated vs. actual budget for informed decision-making. 
  • Reporting and Dashboards: Personalize reports and dashboards using over 100 pre-configured reports and customized metrics. Easily share reports with stakeholders, colleagues, clients and vendors. 
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Product Ranking

#2

among all
PPM Software

#60

among all
PPM Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Clarizen
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Agile Portfolio Planning Dashboards And Reporting Demand And Idea Management Financial Management Platform Features Portfolio Management Project Management Resource Management Team Collaboration 61 100 94 88 61 91 92 100 57 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 1051 reviews
Excellent User Sentiment 186 reviews
85%
of users recommend this product

Clarizen has a 'great' User Satisfaction Rating of 85% when considering 1051 user reviews from 5 recognized software review sites.

98%
of users recommend this product

WorkOtter has a 'excellent' User Satisfaction Rating of 98% when considering 186 user reviews from 4 recognized software review sites.

5.0 (16)
n/a
4.1 (519)
4.5 (15)
4.2 (169)
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5.0 (161)
4.5 (267)
4.0 (8)
4.4 (80)
5.0 (2)

Awards

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WorkOtter stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

On-Par Customer Support: According to 100% of users, Clairzen's customer support is quick, helpful and fast in responding to and resolving mishaps.
Adjustable: When discussing how customizable Clarizen is, 96% of users said it was highly configurable to meet their business demands.
Abundant Features: Clarizen's features include time tracking, project management, status tracking, change history, meeting notes and more as stated by 62% of users.
Effective Collaboration: Nearly 81% of users say Clarizen has effective collaboration capabilities including social collaboration and tagging teammates on particular tasks.
Integratable: Clairzen integrates with social media, Salesforce, Jira, CRM software and other programs as reported by 72% of users.
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Intuitive Interface: Users praise WorkOtter's user-friendly design, finding it easy to navigate and use, even for those unfamiliar with PPM software.
Robust Reporting: WorkOtter's reporting features provide valuable insights into project performance, resource allocation, and budget tracking, enabling data-driven decision-making.
Efficient Collaboration: The platform facilitates seamless communication and collaboration among team members, streamlining workflows and enhancing productivity.
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Sluggish Pace: Of the users who discussed Clarizen's performance, 81% of users said it has a sluggish operation speed and occasionally freezes.
Difficult Learning Curve: Roughly 50% of users stated Clarizen has a steep learning curve.
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Limited Customization: Users have expressed frustration over the inflexibility of certain features, particularly when it comes to tailoring workflows and reporting to their specific needs.
Steep Learning Curve: The platform's complexity can be overwhelming for new users, leading to a longer onboarding process and slower adoption rates.
Occasional Performance Issues: Some users have reported experiencing occasional slow loading times or system glitches, which can disrupt productivity and create frustration.
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Clarizen is a sophisticated project management solution with oodles of appliances such as task creation, status reporting, status tracking, time tracking, project management, reporting, change history and more. It offers extensive collaboration tools to keep users and their teams on the same page and integrates with CRM applications, Salesforce, Jira and other software. It's pliable enough to meet your business needs and has an efficient customer support team to address all issues. Although many users noted the slow speed of the system, users say it's an effective program.

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Recent user reviews suggest that WorkOtter is a capable project portfolio management (PPM) solution, particularly for larger organizations. Users praise its robust feature set, which includes Gantt charts, budget tracking, and communication tools, all within a user-friendly interface. They also appreciate its affordability compared to competitors like Clarity PPM. One user, a self-described systems engineer and project manager, highlighted WorkOtter's strength in managing complex projects across multiple platforms, a crucial aspect for enterprise-level operations. However, some users have pointed out that WorkOtter's flexibility can sometimes lead to complexity, especially for smaller teams or those new to PPM. While its enterprise-level capabilities are lauded, they might overwhelm users with simpler needs. Ultimately, WorkOtter seems best suited for organizations with complex project management requirements, particularly those seeking a cost-effective alternative to more expensive PPM solutions. Its comprehensive features and scalability make it a strong contender in the PPM market for those who need robust functionality and enterprise-grade project oversight.

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