Workzone Review

Workzone
Product:
Vendor:
Founded:
Headquarters:
Workzone
Workzone
2002
Norristown, PA
Ownership
Customers:
Deployment Model:
Free Trial:
Private
Unknown
Cloud
Yes
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Workzone At A Glance

Good: Document sharing and collaboration, automation of request and approval workflows, custom branding and external portal options.
Bad: Advanced budgeting or accounting features aren't offered; on-premise deployment is not available.
Bottom Line: With Workzone, users can create projects, assign tasks, collaborate with other users and share files within a cloud-based platform.

Product Overview

Workzone is a cloud-based project management solution with a strong focus on document management and collaboration. Users can manage projects, create to-do lists, track time, share files and more.

Also, Workzone offers custom branding for companies that want their logos displayed within their portals or an external account for their clients.

In addition to being easy to use and set up, Workzone offers these benefits:

  • Ability to share files and collaborate with other users
  • Ability to manage multiple projects, with alerts for when a specific task requires immediate attention
  • Allows companies that support multiple clients to manage all projects related to a specific client together in one group

Workzone integrates with many applications, such as Dropbox, Tableau, Box, Google, Slack and Salesforce.

Features

Workzone includes a project dashboard where users can view projects listed by the employee in charge of the project, start and end dates, status, percentage of project completed and notes. The project column is broken down into specific tasks (task dependencies) and the deadlines and statuses of those tasks. Users can create unlimited sub-tasks nested under specific general tasks or projects.

Another feature of Workzone is project templates. Templates can be created for any project or task for future use, which saves time.

Users can also create project requests. Workzone automates the workflow by sending requests to specified users via email and presenting dashboard-style updates of request status.

Other project management features include a to-do list for users working on tasks associated with a single project or on multiple projects, a master group calendar for tracking deadlines, time tracking of each task broken out by user and workload reports for identifying resources.

A note on the to-do list feature: The task or project status is automatically updated once each user updates his or her to-do list.

Workzone also offers document management and sharing capabilities, such as:

  • Sending files with specified permissions (authorizing specific users to edit, provide comment or only read documents)
  • Adding comments to PDFs or images
  • Email notifications alerting users to what should be reviewed or commented on (documents, tasks, etc.)
  • Time-stamped commenting section for each document, task or project
  • File versioning (tracking multiple versions of the same file; WorkZone organizes them with version numbers that represent each iteration)
  • Automation of approval workflow, including emailing approval requests, tracking responses and alerting users if an approval is past due

  • Budget & Expense Management?
  • Collaboration?
  • File Sharing?
  • Gantt Charts?
  • Mobile?
  • Task Management?
  • Time Tracking?

Target Market

Workzone is targeted at all company sizes in a wide range of industries, including education, professional services, finance, health care and more.

We’ve listed 10 of its clients below:

  • Adidas
  • Bose
  • Mitsubishi
  • Nike
  • Reuters
  • Tufts Medical Center
  • University of Pennsylvania
  • Verizon
  • Wellmark
  • Wells Fargo

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Implementation/Integration

As Workzone is based in the cloud, clients will only need to pay a monthly fee.

The solution can be implemented within a few hours, and training consists of quick-start online guides (setup, document management, project tracking and a full user’s manual).

Customer Service & Support

Workzone offers unlimited support for free. Users can contact the company via phone or email.

Pricing

Workzone provides three pricing plans. They are:

  • Team ($24 per user per month): The Team plans includes project and task management features, file collaboration and approval, reporting, unlimited workspaces, success-based support, training and 100GB storage.
  • Professional ($34 per user per month): The Professional plan includes all features of the Team plan plus 150GB of storage and custom project intake forms.
  • Enterprise ($44 per user per month): The Enterprise plan includes all features of the other two plans as well as 200GB of storage, single sign-on (SSO), API access, custom fields and reports, workspace groups and critical paths.

Shortcomings

Workzone doesn’t offer advanced budgeting, accounting and expense tracking features. Companies that require more robust accounting features can check out our other project management software reviews.

Workzone also doesn’t offer on-premise deployment.

Screenshots

Workzone Screenshot 1
Workzone Screenshot 2
Workzone Screenshot 3

About

Established in 2002, Workzone has a long history in the Web-based project management software industry. Its software has the balance of being user friendly for a small business, but also including advanced tools typically used in larger companies.

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