Clarizen

Clarizen

4.0
(144)
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Clarizen is a leader in collaborative work management, bringing together cross-company project management, configurable workflow automation and real-time collaboration in an enterprise-grade platform.

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Clarizen Features

Communication

Status Updates

Post brief status updates or micro blogs

84%
(Based on 18 reviews)

Instant Messaging

Message others 1:1 or within groups

84%
(Based on 12 reviews)

Activity Feed

Ability to filter and customize a live feed of activity on the network

81%
(Based on 15 reviews)

Notifications

Receive real-time notifications about content or groups from within the software or via email

81%
(Based on 20 reviews)

Comments and Voting

Post comments on blogs, microblogs, documents, and other items. Vote on posts or content that others have shared.

82%
(Based on 12 reviews)

Discussions

Share ideas, ask for advice and gather feedback from coworkers

85%
(Based on 19 reviews)

User Directory

Search or browse through a directory of users on the network

79%
(Based on 16 reviews)

Online Status of Coworkers

View the online status of coworkers on the network

83%
(Based on 9 reviews)

Tasks

Task Creation and Assignment

Create and assign tasks for individual users with details and due dates.

88%
(Based on 85 reviews)

Due Dates

Set deadlines on tasks.

87%
(Based on 85 reviews)

Task Prioritization

Set priority levels on tasks so individuals can organize their work.

82%
(Based on 72 reviews)

To-Do Lists

Each user can view their list of tasks to be completed.

82%
(Based on 60 reviews)

Portfolio Management

Portfolio Types

Define multiple types of portfolios for projects, programs, and services.

Not enough data available

Planning

Plan activities and tasks across various portfolios or programs.

Not enough data available

Alignment

Align different kinds of portfolios with business and financial goals.

Not enough data available

Portfolio Mix

Create the optimal mix of portfolios to achieve operational and financial goals.

Not enough data available

Content Management

File Sharing

Upload and share files such as documents, images, and videos

84%
(Based on 12 reviews)

Document Collaboration

Create and edit documents with other users in real-time

84%
(Based on 11 reviews)

Version Control

Review the latest version of a document, track changes, or revert to an older version of a document if needed

78%
(Based on 8 reviews)

Tagging

Tag content to organize and assign to specific departments or categories

80%
(Based on 11 reviews)

Knowledge Base

Ability to build a knowledge base and how-to articles

65%
(Based on 9 reviews)

Surveys

Create polls or surveys to gather opinions on an issue or idea

66%
(Based on 7 reviews)

Collaboration

Collaborative Project Planning

Multiple users can collaborate on the planning of a project.

86%
(Based on 76 reviews)

Comments

Discussion of tasks, issues or the project as a whole can occur within the system.

84%
(Based on 75 reviews)

Documents and Uploads

Media can be uploaded, associated with projects or tasks, discussed and annotated.

84%
(Based on 73 reviews)

Communication

Internal Feedback

Gives internal employees the opportunity to weigh in on the collaboration process.

85%
(Based on 17 reviews)

External Feedback

Gives stakeholders the opportunity to weigh in on the collaboration process.

76%
(Based on 8 reviews)

Comments

Allows for note-taking, task delegation and other discussions to be recorded within the decision-making workflow.

81%
(Based on 16 reviews)

Voting

Provides a voting platform where users can contribute with minimal feedback.

64%
(Based on 5 reviews)

Project Management

Dependencies

Manage dependencies between projects from one or multiple portfolios.

Not enough data available

Priorities

Assign priorities for projects that are part of portfolios.

Not enough data available

Lean Management

Include lean project management features and best practices.

Not enough data available

Productivity Tools

Task Management

Create tasks and organize them by status, priority, or department

88%
(Based on 19 reviews)

Calendar

Add events to your calendar, share events with others, and view a team or company-wide calendar

76%
(Based on 13 reviews)

Search

Search for specific content such as users, documents, tags, or media

87%
(Based on 19 reviews)

Mobile

Allows software to be easily used on multiple mobile devices include phone and tablet devices

75%
(Based on 12 reviews)

Multi-Language Support

Enables users to view and contribute content in multiple languages

65%
(Based on 6 reviews)

Projects

Gantt Chart / Project Map

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

80%
(Based on 68 reviews)

Calendar View

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

73%
(Based on 65 reviews)

Baselining / KPIs

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

76%
(Based on 51 reviews)

Project Budgeting

Associate a budget with a project and allocate it accordingly by task or resource.

80%
(Based on 46 reviews)

Issue Tracking

Track issues and manage resolutions.

84%
(Based on 66 reviews)

Structured Process

Goal Sharing

Allows users to record and share goals within the platform so as to maintain group accountability.

82%
(Based on 10 reviews)

Check Ins

Allows users to set dates on decisions, reminding them to check on progress.

82%
(Based on 9 reviews)

Decision-Making

Takes users through a structured process with an end-goal in mind, helping companies reach decisions in less time.

85%
(Based on 10 reviews)

Decision Tracking

Records past decisions for future reference.

87%
(Based on 9 reviews)

Resource Management

Definition

Identify human and material resources and assign them to projects and portfolios.

Not enough data available

Allocation

Resources can be allocated and reallocated across multiple projects and portfolios.

Not enough data available

Optimization

Improve resource utilization across various projects and portfolios.

Not enough data available

Client Invoicing

Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

n/a

Electronic Payments

Accepts electronic payments from clients

n/a

Project Accounting / Revenue Recognition

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

81%
(Based on 19 reviews)

Administration

Moderation

Administrators can moderate content to keep the environment appropriate for the workplace

78%
(Based on 11 reviews)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

81%
(Based on 20 reviews)

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took

85%
(Based on 20 reviews)

Portfolio Management

Portfolio Coordination

Organize, prioritize, rate and score projects to best understand your business's progress and initiatives.

78%
(Based on 39 reviews)

Portfolio Budgeting

Allocate budgets between departments and projects, and allow users to control portions for their projects.

73%
(Based on 29 reviews)

What-If Scenarios

Managers can draw up multiple possible scenarios and weigh options based on profitability and resource capacity.

73%
(Based on 17 reviews)

Workflow

Automate task approvals processes and handoffs at project milestones.

83%
(Based on 49 reviews)

Request Management

Manage project and change requests in the system, approving or sidelining requests.

75%
(Based on 47 reviews)

Cost Tracking

Track total cost associated with projects and then report actual versus planned budget.

72%
(Based on 27 reviews)

ROI and Forecasting

Measure return on investment and leverage data to predict profitability of future projects.

70%
(Based on 18 reviews)

Risk Analysis

Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.

75%
(Based on 22 reviews)

Accessibility

Remote Access

Offers access to tool through a browser so users can collaborate remotely.

92%
(Based on 15 reviews)

Mobile Access

Offers a mobile app for users to weigh-in on portable devices.

84%
(Based on 13 reviews)

Permissions

Allows administrators to set permissions or privacy restrictions for decisions or discussions, controlling who can view and contribute.

84%
(Based on 17 reviews)

Data & Analytics

Data Consolidation

Consolidate project and portfolio data from separate sources.

Not enough data available

Visualizations

Provide custom project and portfolio monitoring visualizations.

Not enough data available

Performance

Monitor the performance of different types of portfolios.

Not enough data available

Risk Analysis

Perform risk analysis at the portfolio or project level.

Not enough data available

Project Resource Mgmt.

Budget Tracking

Enables project managers to track and manage time and expense budgets

83%
(Based on 16 reviews)

Forecasting

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

80%
(Based on 18 reviews)

Client Portal

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

85%
(Based on 8 reviews)

Skills Tracking

Contains Library of skills for resources to allow project managers to search for available skillsets and assign to projects

81%
(Based on 8 reviews)

Resource Loading / Scheduling

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

82%
(Based on 22 reviews)

Resource Management

Resource Database

Maintain a database of resources that contains employment details, skills and availability.

81%
(Based on 52 reviews)

Resource Allocation

Allocate resources to various projects, phases and tasks.

81%
(Based on 54 reviews)

Workload Capacity

Track resource workloads in order to dedicate the manhours of your workforce most effectively.

81%
(Based on 51 reviews)

Time Tracking

Associate effort with tasks including planned versus actual time allocated. Determine global or specific hourly rates for contract work or value to internal manhours.

87%
(Based on 52 reviews)

Platform

Alerts

The system alerts users of due dates, workflow handoffs or changes that affect their projects.

76%
(Based on 74 reviews)

Mobile

Offers a mobile app or mobile optimized website to manage projects and tasks on-the-go.

72%
(Based on 49 reviews)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

83%
(Based on 79 reviews)

API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

78%
(Based on 44 reviews)

Reporting and Dashboards

Access pre-built and custom reports and dashboards.

81%
(Based on 83 reviews)

Customization

Allows administrators to customize to accomodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

86%
(Based on 77 reviews)

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

84%
(Based on 85 reviews)

Administration

Standard Integrations

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

81%
(Based on 39 reviews)

Workflow

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

83%
(Based on 45 reviews)

Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

87%
(Based on 44 reviews)

Policy Compliance Management

Enables administrators to create rules that enforce compliances of corporate time and expense policies

n/a

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

86%
(Based on 49 reviews)

Platform

Reporting

Access pre-built and custom reports and dashboards.

84%
(Based on 49 reviews)

APIs / Integration

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

79%
(Based on 32 reviews)

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

80%
(Based on 26 reviews)

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

83%
(Based on 49 reviews)

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

76%
(Based on 28 reviews)

Offline

Provides users ability to create and access expense reports/timesheets while not connected to internet.

51%
(Based on 11 reviews)
Clarizen
4.0
(144)