What the Cloud IT Revolution Means for Business - Unified Collaboration

Clarizen customers are about to search out themselves wealthy in cool new project management (PM) options. The dependable and easy-to-use system has been outfitted with a knowledge visualization presentation device, a monetary planning module, and a Microsoft Excel import choice.

The Slide Writer is the crown jewel of Clarizen’s new options. It lets customers pull firm information and branding into Microsoft PowerPoint slides. The wizard lives contained in the PowerPoint software and lets Clarizen shoppers automate the slide creation course of by pooling group member info into pre-built PowerPoint templates.

The Clarizen slider lives on the right-hand facet of the PowerPoint software program, enabling slide builders to pull and drop fields into the slide in a What You See is What You Get (WYSIWYG) template. The fields and tables you insert into these templates will robotically populate new information as tasks progress. This implies account managers will not need to chase down information from distant group members, copy and paste the info right into a clean slide, and contact it as much as look neat for shoppers. The device does all of it robotically.

Clarizen Slide Publisher 3

That is not the one visually interesting replace to the device: Clarizen has constructed a Wealthy-Textual content incorporation factor into the device that is designed to allow you to mix normal Clarizen information with custom-designed visuals. This contains issues comparable to hyperlinks, pictures, wealthy textual content, and tables.

“What’s hiding behind collaboration is the necessity for our prospects to be extra agile,” stated Yoav Boaz, Vice President of Merchandise at Clarizen. “They see Bay Space firms shifting very quick. What they need from us is to assist them be extra enterprise agile.” Boaz stated Clarizen is concentrated on delivering new options centered round three themes: collaboration, effectivity, and time-to-value.

Clarizen Slide Publisher 2

Monetary Planning and Spreadsheets

Alongside the traces of those themes, Clarizen has additionally added a financial planning module to the device to let customers organically observe assets and bills between Clarizen and a third-party monetary system of file. The module tracks budgets, forecasts, capital and operational (billable and non-billable) bills, and, in fact, income.

“Our prospects need the finance group to be updated on how tasks are progressing. You do not need them to search out out a couple of weeks late mission is not progressing,” stated Boaz. “We constructed the monetary planning device to be targeted particularly round tasks. If our prospects have a finance system of file, we assist them combine with that system. So [this means] they do not need to construct monetary elements inside Clarizen. Nonetheless, what we offer [within the financial planning tool] is extra project-focused.”

Moreover, Clarizen has added a Microsoft Excel import characteristic that lets customers work offline on desktop spreadsheets, after which add them into the PM device the place they are often added to present workflows.

Current Clarizen customers can entry all of those options, aside from the monetary planning module, at no extra price, beginning at present. The Monetary Planning module is at present obtainable to a restricted variety of customers. In case you’re all for making an attempt to module, you then’ll need to contact your Clarizen account supervisor. The monetary planning module will probably be usually obtainable in the course of the second quarter of 2017, Boaz stated.

Extra About Clarizen

Clarizen, which is concentrated on higher-end enterprise customers, is available in two expensive tiers: the Enterprise version, which prices $60 per person per 30 days, and the Limitless version, which prices $80 per person per 30 days. These costs aren’t fastened so it is attainable you will get a unique quote if you contact the corporate. Nonetheless, once we reviewed the device final yr, our reviewer was given these figures.

Each plans are feature-rich, letting you handle an infinite variety of tasks, and providing you with price range monitoring, time monitoring, expense administration, and restricted customization. The Enterprise plan offers you entry to as much as 500 GB of cupboard space per license, whereas the Limitless plan presents an infinite quantity of storage.

Clarizen offers you all the things you will want in a PM device, together with providing you with the flexibility so as to add milestones, a Gantt chart view of a mission’s duties, and experiences of which duties are on observe and which of them are slipping. Clarizen additionally comes with an approvals system for timesheets and bills, which could be immediately tied to the relevant activity or mission. You’ll be able to share views of virtually any module, report, or dashboard along with your group members; it additionally has a built-in chat app.

The device’s app market is a treasure trove of software program that the corporate and its prospects have constructed that will help you increase your PM answer. Extensions comparable to person analytics, lifecycle reporting, monetary highlights, and a theme editor could be immediately plugged in from this web page. Exterior integrations embrace plug-ins for Energetic Listing (AD), Atlassian Jira, Microsoft Excel, and Salesforce. The device additionally options an open software programming interface (API) that allows you to construct any plug-in you will ever want.

Clarizen Project Overview