Professional Services Project Management Software

WorkOtter is a cloud based simpler, less expensive, and completely secure professional services project management software solution to help growing firms streamline processes, balance resource planning and create better visibility across the project portfolio.

See for yourself why Gartner named WorkOtter a Challenger on their Adaptive Project Management & Reporting (APMR) Magic Quadrant.

What do the experts say about WorkOtter?

WorkOtter Gartner project portfolio management software awards
 Simplify your work with WorkOtter – the cost-effective and secure solution that delivers all the essential features for PMOs and Project Managers

Learn what makes WorkOtter the best project management software for professional services

Managing Professional Services Projects Is Easier With WorkOtter.

For most companies in the professional services industry, project management should begin just after a client signs a statement of work. Companies must then start looking carefully at what they promise, before establishing and outlining the project milestones to a schedule. In this case, a simple professional services scheduling software solution might be adequate.

However, for large and growing companies, multiple teams often handle the project management and resource management process. Without the right project management software for professional services automation, projects can be delayed or stall out as teams get organized.

WorkOtter can assist professional services companies with each aspect of their day-to-day work, no matter the role.  Acting as a control hub for the entire firm, WorkOtter enables team members and project managers to streamline and optimize their timesheets, project plans and data in a singular collaborative environment.

Why to Use WorkOtter project management software for professional services?

Cloud based platform

Our cloud-based system stores all information in the largest and most secure data center in the central United States. Additionally, team members and project managers can access projects and data from anywhere with an internet connection, adding to cohesive collaboration and efficiency between different project teams.

Professional services Resource Management & Tracking

For most companies involved in the professional services industry, resource management is a crucial component at the heart of success. Optimizing business processes requires a significant amount of top-down visibility.

WorkOtter tools help clarify team workloads, roles, and responsibilities while reducing the workload of repetitive and monotonous (albeit critical) workday tasks. With our professional services project portfolio management software, time-consuming activities that remain potentially prone to human error become simply managed, efficient endeavors.

WorkOtter handles time entries and tracking, offering workers additional bandwidth for client-centric activities. Summarized data and billable hours also enable firms to track employee utilization and effectiveness, with insights into optimizing processes across multiple teams.

Project reporting and analytics through WorkOtter professional services project portfolio management software offer insights that can help team managers get the most out of client-facing interactions. With customizable, detailed, and data-driven reporting, information is available at the ready, helping to make entire projects more efficient.

Every WorkOtter Account Includes (No Extra Charge)

Private Cloud Services

WorkOtter is hosted in a top tier, all steel frame, secure building. It is one of the largest facilities in the central United States. We designed our own cloud once we realized that public commercial clouds were slower, less secure, and more susceptible to performance issues.

Secured Data

WorkOtter utilizes banking grade, non open source SSL encryption and is SOC2 (formerly SSAE -16 and SAS70) and U.S. Department of Commerce Safe Harbor Certified. We use only Oracle database services for further security, performance and up-time.

24/7 Support

As good as WorkOtter is, our personal support is better. You may not think that is very important if you are researching vendors, but we (and our customers) assure you – your implementation depends as much on the software features as the company that stands behind it.

WorkOtter Tools for Professional Services Teams

The most effective professional services project management software works to address pain points while establishing and fostering transparency and accountability for each team’s workflow. Through WorkOtter’s management and automation suite, team members can take on more client work with a balanced workload and improved role clarity.

With projects large and small, some team members will inevitably have too much work while others may have too little. WorkOtter helps project managers to strategically allocate resources and ease overburdened employees while assessing which skilled team members could take on additional tasks.

Companies can also easily identify particular areas of note and shortages within a team. Managing the resources in any team isn’t easy. Project managers must look towards the future, helping to identify points where capacity planning remains needed and the skills the organization might need to carry a project to the finish line.

To be competitive and profitable, professional services companies need work management solutions like WorkOtter to ensure project success. Our project management software for professional services can accomplish this and more.

Some of Our Clients...

Looking For A Project Management Software For Professional Services?

With WorkOtter, our cloud-based system provides an intuitive, comprehensive software solution that is fully customizable for the professional services industry. We can bridge the gap for companies needing task and resource management, business intelligence analytics, time and expense tracking, and collaborative tools to foster cohesive growth within a team.


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