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

  • Thanks for answering. We use Sugar Automate Smartguide for recurring processes, analysis within the logistics sector as follows:

    • Collection of data
    • Analyse current data
    • Design RFQ and supplier list
    • Distribution of RFQ with deadline
    • Deadline follow up
    • Analysing incoming offers
    • Presentation for the customer
    • Customer selects suppliers for negotiations
    • Choosing suppliers
    • Agreements with supplier (s)
    • Final report

    What would be the advantage using Microsoft Project in stead of Sugar Automate Smartguide?

    Peter

Reply
  • Thanks for answering. We use Sugar Automate Smartguide for recurring processes, analysis within the logistics sector as follows:

    • Collection of data
    • Analyse current data
    • Design RFQ and supplier list
    • Distribution of RFQ with deadline
    • Deadline follow up
    • Analysing incoming offers
    • Presentation for the customer
    • Customer selects suppliers for negotiations
    • Choosing suppliers
    • Agreements with supplier (s)
    • Final report

    What would be the advantage using Microsoft Project in stead of Sugar Automate Smartguide?

    Peter

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