Work-Relay is a very complete and flexible tool that allowed us to fill in gaps in Salesforce features that did not exist (process management, contextual and dynamic forms) .
Even though it evolves and is enhanced on a regular basis, the platform remains very stable.
The customer support from the team is stellar: they are very knowledgable, helping and fast to answer. Review collected by and hosted on G2.com.
Work-Relay has many features we do not need and do not use, which can complexify the screens from an admin point-of-view. That being said, it is understandable that the solution has to cater to many different types of use cases throughout its customers and these extra features are easy to ignore and do not get in the way. Review collected by and hosted on G2.com.
13 out of 14 Total Reviews for Work-Relay
Overall Review Sentiment for Work-Relay
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Setting expectations while building a process. Even when you have a mature business, sometimes responsibiliities are missed or even a process hasn't been developed. With Work-Relay, it is super simple to create a process and assign tasks.
It's great, from project managers to specilaists, to log into a system and know exactly what is expected of you to deliver great service to a customer.
I love giving that clarity to my staff on what I expect from them and to make sure we're not missing deliverables. Review collected by and hosted on G2.com.
Haven't found a real down-side yet. They keep iterating on the product and releasing UI enhancements with Salesforce major releases. So as I grow into the product, it keeps growing too. Review collected by and hosted on G2.com.
WorkRelay is a very well-designed BPM tool where we found most of the features we wanted for process management,
and even some we haven't considered yet, allowing us to cover all our process management needs.
The implementation was straightforward, and the support team has been extremely responsive and ready to guide us or provide workarounds.
Our first WR users who use WorkRelay daily
have already reported how easy it is to prioritize and monitor/update the processes without needing code. Review collected by and hosted on G2.com.
We have found only two different use cases where we needed a workaround, and Support was there to help us along the way.
1) There is no option to make a process recurring while maintaining the historicity of the runs.
We resolved that by creating a new "Process Runs" object, which hosts the different process instances.
2) The out-of-the-box dashboards were mostly focused on Step duration rather than Step effort from our resources.
This is easily solved with custom Salesforce Dashboards/Reports, or by sending the data in an external Data Warehouse and Dashboard tool (e.g. Snowflake & Metabale). Review collected by and hosted on G2.com.
Work-Relay has been an instrumental component of our business transformation as it has enabled our processes to be orchestrated and visualized end-to-end. It helps various resources answer key questions like: What is the status of each project & all projects? What project or process step needs attention most? What are the system level priorities? Do we have everything needed to start the next step? Where is work most commonly getting stuck? Among many other questions… In addition, the tool incorporates Theory of Constraints concepts to enable flow, unlike any other workflow tool. Key users utilize the tool to drive their day-to-day work and move work through the system with speed and quality for maximum throughput. We truly feel like the tool supports and enables the process to work effectively! In addition, the support team has been excellent to work with, very responsive, and has helped us work through designing complex, flow-based logic into the tool. Review collected by and hosted on G2.com.
The only area of improvement I can think of is around making the logic that was actually built into the tool readily available in a way that can be referenced and understood by key process owners. I will always forget the detailed mechanics of the logic as time passes, and while the support team always provides/explains the logic readily, it would be helpful to have a reference space to look it up on demand when in conversation with users or evaluating potential changes. Although, this has not been a critical concern. Review collected by and hosted on G2.com.
Neostella team is excellent to work with. Their technical support, customer support and consulting are first class and more than we have come to experience from other Salesforce vendors.
We love the enhanced back end functions to allow us to seamlessly work with our Salesforce data and incorporate it into our processes.
The ease of dashboards and planning dashboards allow the process information to be easily consumed by our users. Review collected by and hosted on G2.com.
There is nothing significant to report dislike wise about Work-Relay other than it has made use re-think and redesign our internal processes and that has consumed a great deal of time. No fault of Work-Relay but should be considered when thinking of the timeline for implementation. Review collected by and hosted on G2.com.
Customer support for custom work flow is excellent. Our developers are attentive to our needs and ensure that we have a product that works alongside our procedures. We utilize work-relay on a daily basis and the product is easy to use. Review collected by and hosted on G2.com.
Ability to update customizations or make revisions to the features when our procedures change is dificult, and we often have to request support from the developers to make these revisions. Review collected by and hosted on G2.com.
Work-Relay has an aesthetically pleasing and user-friendly interface. It is easy to get started and build your own processes. Also, tickets are always answered within 24 hours. Review collected by and hosted on G2.com.
I am not sure that the system is able to handle enterprise-level load. Although it is easy to get started, I can see how it can be difficult to master as I frequently need assistance from a developer for apex related things. Review collected by and hosted on G2.com.
Work-Relay provided a flexible platfom to create custom work-flows for the most complex process. Review collected by and hosted on G2.com.
Albeit the platform alows for vast flexibility, it does frequently require Work-Relay engineers to create changes. Review collected by and hosted on G2.com.
Work-Relay is so easy to use for the CEO and other managers that we constantly tweak our processes to become more streamlined, increase quality and avoid duplication of work. The software integrates neatly into Salesforce and forces users to follow the process without looking up how the process step should be completed. I can easily add checklists, decision points, and change responsibilities all within an easy-to-use interface. Review collected by and hosted on G2.com.
Nothing in particular, but I need to fill in 40 characters in this field. Review collected by and hosted on G2.com.
It allowed us to implement our end-to-end business process, which actually consists of many inter-connected processes, and manage it as a single holistic workflow. Our business was easily integrated via flexible configurations of Work-Relay components.
Customer Success Team support was extremely helpful and saved a lot of time translating our specific needs into Work-Relay settings with minimal effort. Review collected by and hosted on G2.com.
The migration from old versions to new ones is still challenging and requires assistance from the Customer Success Team. Fortunately, they are always ready to help! Review collected by and hosted on G2.com.
Customer Support is the best! They walk us through our current process communicated, identified needs, and help with ease of implementation. Review collected by and hosted on G2.com.
There are no complaints. The hold up is finding time on our side to sit down and write out needs and process steps currently in place. Review collected by and hosted on G2.com.
