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What is ROLL?

An all-encompassing software solution tailored to manage, evaluate, and grow your service-oriented enterprise is vital for success. Understanding your operational dynamics and analyzing performance metrics is essential for making strategic decisions that drive expansion. This software empowers users to predict revenue and expenditures for the upcoming six months, track ongoing project values, and oversee invoice progress. It delivers in-depth insights regarding lead generation, the volume of work in your pipeline, and the number of contracts secured within the current month. Users benefit from the capability to monitor the time dedicated to specific projects and the distribution of hours across employees, while also being able to differentiate between billed and unbilled hours categorized by project, month, and team member. Furthermore, it provides a transparent view of each project's current status and its compliance with the budget, allowing for the early detection of potential challenges. ROLL focuses on improving business outcomes, arming owners with vital data and insights that not only save valuable time but also enable them to effectively enhance their operations. This tool is instrumental in helping businesses stay agile and competitive, adapting swiftly to evolving market conditions. By leveraging such technology, organizations can realize their growth potential while maintaining operational efficiency.

What is Planview AdaptiveWork?

Planview AdaptiveWork, which was formerly known as Clarizen, provides PMOs and professional services teams of all sizes with the ability to gain immediate insight into their operations, optimize workflows, proactively manage risks, and improve overall business performance. By aligning with the strategic goals of the organization, teams can enhance workforce productivity, ensuring that their efforts are focused on executing the most essential tasks in a timely manner. The platform enables effective tracking, management, and prioritization of work requests, ensuring that each request is equipped with all the essential details for execution. Additionally, its seamless bi-directional integration with CRM systems, coupled with custom triggers, allows for the effortless capture of opportunity details, which is vital for planning client projects. Furthermore, the platform automates and regulates the different phases of the request lifecycle, such as submission, scoring, prioritization, routing, and approval, making the transition from requests to actionable projects, tasks, or work items much smoother. This all-encompassing strategy not only enhances operational efficiency but also promotes a culture of accountability and transparency throughout the organization, ultimately leading to better decision-making and project outcomes. By leveraging these capabilities, teams can adapt more readily to changes and challenges in the business environment.

Media

Media

Integrations Supported

Wufoo
Xero
Zapier

Integrations Supported

Wufoo
Box
Google Drive
Jira
ManageEngine Identity Manager Plus
Microsoft Excel
Microsoft SharePoint
Planview Software Product Delivery
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Salesforce
Slack
Tableau
TimeJam
Zendesk
Ziflow
Zoom Chat

API Availability

API Availability

Pricing Information

$14 per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ROLL

Date Founded

2014

Company Location

New Zealand

Company Website

www.rollhq.com

Company Facts

Organization Name

Planview

Date Founded

1989

Company Location

United States

Company Website

www.planview.com/products-solutions/products/adaptivework/

Categories and Features

Workflow Management

Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

AI PSA

Not specified

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design

Demand Planning

Not specified

IT Management

Not specified

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Task Management
Testing / QA Management
Time & Expense Tracking

Professional Services Automation

CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Filtered Search
Resource Allocation
Utilization Management

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Work Management

Not specified

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Graphical Workflow Editor
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

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