Sugar Automate - Smart Guide or Microsoft Project

Hi!

In order to get the best workflow i a project should we use Sugar Automate Smart Guides or Microsoft Project?

Somebody with experience in that area?

Best regards Peter Vodrup

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  • Peter, 

    It depends somewhat on what you are trying to do. Automate does not have all of the functionality of Microsoft Project but it does have quite a bit (set deadlines between steps, create dependencies). It's also intended more for recurring processes rather than one-time projects. Most customers use it for cases or opportunities where they want their users to follow a process when completing a certain "type" of case or opportunity. 

    Eric

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  • Peter, 

    It depends somewhat on what you are trying to do. Automate does not have all of the functionality of Microsoft Project but it does have quite a bit (set deadlines between steps, create dependencies). It's also intended more for recurring processes rather than one-time projects. Most customers use it for cases or opportunities where they want their users to follow a process when completing a certain "type" of case or opportunity. 

    Eric

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