Tools We Use: Workamajig
Mar 30, 2016
If you work at an agency, then you use some sort of project management system.
You probably complain about it a lot as well, because if you’re working in something as much as you’re working in that system, there are going to be functions you love, and functions that drive you crazy.
“Oh…Workamajig, ugh…” is the reaction I got from almost every person I asked to weigh in on the project management system we use company-wide.
The thing is, though, most of the people talked about how Workamajig made their lives so much easier, how organized it made them, how much security it provided, how it kept them on task. So, why the initial negative response?
“It’s easy to use when you’re trained on it, but it can take quite a long time to become comfortable with Workamajig,” explains Jade Rice, an assistant project manager.
So, now that she’s comfortable with it, how does she use it?
“I spend about 75 percent of my day in Workamajig. I use it for file upload, creative tracking, creative schedules, account management schedules, budgeting, billing…” she lists.
“My favorite function, from a workflow, day-to-day perspective, is the diary note. It’s helpful for huge projects, like presentations or events. We may have 10 to 20 conference calls within two weeks, and the diary note function helps keep track of everything going on within a specific project.”
Another useful thing? Customization options.
“There are just multiple ways to do the same thing, it’s customizable – to a point.”
Workamajig has grown on Megan Riley, senior project manager, as well.
“It houses pretty much everything we use, like calendars, contact info, schedules and timelines, budgets. We use Workamajig for file storage, and it keeps information more secure than just having it live on your email,” she explains. “This is especially important for custom creative or sensitive project information.”
But what happens when, say, the internet goes down in the office?
“This place comes to a screeching halt. You have no backup, no way of checking your meetings, or figuring out what number you’re supposed to be calling. It’s a nightmare.”
Even so, Riley keeps Workamajig open in a tab on her computer throughout the day.
“It acts as a liaison between creatives, clients, and management teams, and I love the pop-up alerts. It keeps me honest and on my toes.”
Rebecca Dole, Centerline’s executive operations director, is happy to sing Workamajig’s praises.
“Workamajig is a full agency software – everyone works within it. Everything ties into it, so you don’t have to go pull information from multiple places. In theory, that’s the best part of Workamajig.”
In practice, however, housing everything in the same place can make things difficult.
“Since it’s so big, and so robust, and houses so much information, knowing where to go to find certain information can be hard. It takes a while to learn how to find everything.”
As a Group Account Director, Kristen Powers uses reports generated by Workamajig on a daily basis.
“Workamajig allows you to do customized reports, so I can pull certain things for certain projects, like the overall budget or revenue for the teams. I check these periodically to monitor forecasting for goals and track billing for the quarter, and to check for any discrepancies,” she explains.
“Since we’ve been using Workamajig for a few years now, it has a lot of historical information, which is incredibly helpful. If we add new members to a team, or add accounts or strategy to a project, I can see the uptick in revenue, and can make attributions based on that.”
For Powers, Workamajig is a real-time look into what’s going on inside the company.
“Workamajig is very, very dependent on users. It’s only good if it’s being kept up to date. A key thing is trust: do I trust that it’s accurate right now, as I’m pulling this report? I go back and double check that everyone has updated billing, tracked their time…I do a lot of following up with people to make sure everything is accurate.”
Trust issues? Then Workamajig is not for you.
• Secure storage
• Pop-up Alerts
• Commands don’t work (Control Z would be SO helpful)
• Wish the calendar invites would auto-populate names, instead of having to click the “add attendee” button every time
• No internet, no Workamajig
• Flash, ugh
• Mobile app could be better, especially for team members who travel often