online project management – Clarizen 2017

Customers such as Box, Cisco Capital, Equifax and Sodexo use Clarizen to help increase their project efficiencies and transparency. Our Top Ten Reviews Silver Award-winning online project management solution provides customized systems for project managers, IT teams, professional services, Agile development and marketing teams. Clarizen is fully configurable, runs in a secure environment and supports custom integrations.

Ease of Use

The newest version features additional reporting options, new mobile features, conditional formatting, resource load improvement and additional data-analysis features. All upgrades are free to existing customers. New reports include additional project-analysis reports, such as financial and profitability reports. It also has increased its presence in the U.S. by adding new corporate headquarters in San Mateo, California. Clarizen also provides 24-hour support. Overall, it supports customers in nearly 80 countries from its offices in San Mateo, Tel Aviv and London.

Clarizen offers three versions ??? professional, enterprise and unlimited. The professional version can be obtained for as little as $30 per user per month. Each version offers additional features, such as access to APIs, customizable dashboards, support for more custom fields and increased data usage allotments. Four different license types are available ??? full, team member, time and expense, and social. Email-only licenses are free. As with most project management companies, pricing is negotiable based on the number of licenses, the contract term, and paying in advance.

The administration features are notably simple to use. The interface is clean and uncluttered. You can choose from six different views, and nearly every module of the software is available via the left navigation bar. It includes numerous project templates so new projects can easily be created using tried-and-tested templates. Clarizen can also import data from Microsoft Projects, which could save you some time if other departments use that software. Another feature we found useful is its search tool: This adept tool can even find information located within project notes.

Our testers who assessed the software’s team member features found Clarizen one of the easiest to use compared to the other reviewed products. While we recommend that new users take full advantage of the training that is available, we evaluated how long it took testers to complete certain tasks and we asked them to rate the usability of the software because we feel that basic, routine tasks should be somewhat intuitive, regardless of training.

Our testers all found the software simple to use, but there was some variation between how long it took people to figure out certain tasks. But with a bit of training, performing basic team member functions should be simple to accomplish. Of our evaluators that needed help, they were able to find answers to their questions rather quickly. In terms of the mobile app, our testers gave Clarizen a high rating and found its simple, orderly interface refreshing.

Project Initiation & Prioritization

Using Clarizen, you can analyze incoming projects and prioritize them by resource availability, ROI, budget and workloads. It is powerful enough for project management offices (PMOs) and those who need to manage multiple projects at once. Clarizen includes tools for automated functions, such as the ability to manage demands and requests. Projects can be scored and risks assessed so that the priority of projects in the pipeline better align with your business goals.

The latest version includes resource load improvements, such as what-if analysis, that can help you easily see the impact a demand change may have on your resource’s workload. Clarizen’s extensive analysis tools, many of which are automated, can help you and your team make better project selections.

Clarizen includes all of the specific project-planning tools we sought out, including the ability to support traditional PM methodologies such as Agile and Waterfall as well as customized processes. It can quickly create a new project from scratch or from a template or clone. Adding milestones, due dates, deliverables, resources, tasks and interdependencies is simple. Resources can be sorted and assigned based on skillset and availability. Generic resources can be used in the planning phase, and it can work around holidays, time-off and time zone differences.

During the active phases of a project you can easily manage critical aspects, such as requests, approvals, risks and issues. You can run ad-hoc reports at any time to discover what your project stumbling blocks are. It compares information, such as the planned budget versus the actual one, so you can keep a tight rein on expenses.

The social collaboration tools can keep team members up to date on the latest changes and statuses of items. Email integration is also available using Clarizen’s InterAct. In addition, it can help you manage documents and digital assets using Box, Google Docs or ProofHQ. Many functions can be conducted using a mobile device, including submitting expenses using the phone’s camera.

One of the most significant features needed to close out projects properly is reporting. Clarizen includes numerous reporting options, including pre-built reports and the ability to create customized reports using custom fields.

Project Planning

Reports are colorful, easy to understand, and exportable to other business systems such as Excel and Jira. It can perform open-item reports so you can quickly see if your team has satisfied all project parameters. You can run team performance reports, and you can share data with stakeholders using email-only free accounts. Projects can be archived and cloned at a later date if needed.

Clarizen has amped up its security since we last reviewed it. Now it includes everything we were looking for with the exception that an on-premises version is not available for those who want to manage their own security onsite. This online project management service utilizes secure servers hosted at Tier 3, SOC 2, Type II-certified facilities in North America and Europe (two data centers on each continent). All data is georedundantly stored so you’ll never lose your data. Data is protected behind multiple firewalls and antivirus elements are in place to monitor irregularities.

Execution & Monitoring

Additional security features are available to help you protect your data. For instance, all user logins require a unique user name and password, and Clarizen stores this information in an encrypted MD-5 hash format, a format that is difficult to breach. User profiles can be configured to only access certain information, and other specific items can also be protected.

Clarizen offers a long list of pre-built integrations, or you can use APIs and its developer tool kit to create custom integrations. Popular integrations available include Salesforce, Box, Google Drive, Outlook, QuickBooks and Jira. Helpful pre-built elements are also available for your use, such as New Project Demand Request forms and automated processes you can implement like Auto Assign Task Manager.

Extensive professional services are available to you and your business team. Clarizen offers assistance through every step of the process from discovery to deployment. Clarizen calls their professional service plans “success packages” and there are three levels ??? basic, enhanced and premium. A Clarizen consultant can help you determine which package would be best for your team. Online and onsite training is available as well as long-term assistance.

Clarizen is easy to use, comes with advanced adoption assistance and excellent reporting options. It is secure and suitable to manage sensitive data, plus it is a quickly growing company that continues to improve its product and customer support resources. While Clarizen is suitable for a wide variety of team types, you may want to especially check it out if your business is a PMO, IT team, professional services, Agile team, or marketing company.

Delivery & Closure

Security & Compliance

Integration & Professional Services