Workfacta

Organize your team with a centralized business management platform

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Turns out running an efficient business requires more than another Silicon Valley trend. (“So you’re telling me that hula hooping around the office can 10X productivity?”)

Without a centralized platform to manage your business, you’ll end up missing deadlines and hosting pointless meetings that turn into talkfests.

You need a solution that turns your vision into action steps, tracks overall progress, and monitors team performance.

Dive into Workfacta.

TL;DR

too long didn't read
Manage your roadmap in one workspace that lets you define goals, track progress, and measure team performance
Create meeting flows that automatically generate agendas and share minutes with your team

At-a-glance

Overview

Workfacta is a business management platform that lets you create actionable roadmaps, automate meeting flows, and track team performance.

Workfacta makes business planning effortless through workflows designed with managers in mind.

You can create an annual plan that’s organized into quarterly goals, aligning your main objectives with your overall vision.

Build a clear execution roadmap that your teams can easily access and follow, instead of sharing another PowerPoint that gets lost in the shuffle.

Plus, you’ll be able to assign specific actions to different teams, as well as keep track of everybody’s progress on the platform.

Goal dashboard

Break your goals down into actions to easily keep track of your team’s progress.

Access meeting workflows to create tabs for priority items on important agendas, so every meeting can be extra productive.

Your team will be able to use a scheduled timer that ensures the majority of your meeting is spent solving problems before they turn into major roadblocks.

Each attendee automatically receives meeting agendas and minutes, cutting down on prep work and post-meeting tasks.

You can also find an overview of goals, actions, and discussion items inside the meeting dashboard, which means you don’t have to go digging through Slack channels anymore.

Meeting workflow

The Meeting workflows help you organize agendas and discuss priority items with your team.

Head to the Update dashboard in Workfacta to revise goals, metrics, and reports so you can make strategic decisions.

You can even customize the main dashboard with widgets to track overdue actions, project goals, graphs, and charts.

With all this real-time data at your fingertips, you’ll be able to make decisions grounded in facts, not feelings.

Updates dashboard

Update goals, metrics, and reports right from the Update dashboard.

Workfacta helps you monitor relevant metrics for teams and deliver balanced scorecards on a weekly basis.

Your team can view the performance scores calculated by a proprietary system that evaluates teamwork, discipline, and results.

These scores also help you identify where teams are struggling, so you can create a plan to address and solve any problems.

Access a timeline that lets you measure your team’s performance and gauge the health of the business over time.

Performance score

Keep track of your team’s performance every week with built-in scorecards.

Maybe you’ve got the vision, but without a clear roadmap, your business can’t go very far. (“Looks like the rest of the month's plan just says TBD...”)

Workfacta helps you create adaptable roadmaps, host productive meetings, and track performance metrics for your team.

Run your business without the chaos.

Get lifetime access to Workfacta today!

Workfacta

Workfacta

Workfacta.com
FounderFounder
Adam_Workfacta
Founder & CEO

Updates from Workfacta

May 02, 2022

Posted Feb 9, 2023

May 02, 2022

Posted Feb 9, 2023

Questions
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Questions & Reviews

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Showing 5 of 27 questions

Q: I am looking for something to help me manage staff tasks (for example a property inspection).

This task would be a sort of work order assigned to someone - they would need to see some information on the task (access details, on-site contact, property address, property name etc) and be able to report back with their comments and photos.

The contractor would fill out a form or task record detail when on-site.

1) Can I prefill form values by passing them as query string parameters to the form page? ie propertyid=123456

2) Can I do a custom JSON API call with a variable passed in ?propertyid=123456 before the form loads?

i.e. the custom api call would be

http://www.site.com/json/getPropertyName

{ "propertyid": "123456", "authkey": "123456" }

then the form would pull the property name from an API and display it on the form page before loading the form

The benefit is you could have an updateable form that pulls existing data and prefills it

3) Our contractors would take 40-60 photos of a job, is there an upload type optimise photo that would resize the size (resize to 1000x1000 max sides) and quality of each photo (90% compression) on the client-side (javascript) before uploading them on the form to reduce data and storage usage?

e9a522a5526d4c659eb008cc42f5118aNov 21, 2022
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Q: The users and UNLIMITED team is confusing.

So 3 users maximum and unlimited team? Of what? There are only 3 users lol.

Colt45May 3, 2022
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Founder Team
Catherine_Workfacta

Catherine_Workfacta

May 14, 2024

A: Hi Colt45 🖐,

Thanks for pinpointing this out, and I can see 👀 why this would be confusing 😅.

The idea behind users and teams comes from how our customers use the platform:

Not every business is structured the same way: some would have 50 users across 3, 5 or 10 teams 🤗.

Also, it means that you can "create" teams on demand for the purpose of projects or cross-functional projects 🤩.

Let me know if you have more questions, I am here to help 🙋🏼‍♀️

Catherine

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Q: Hi team, will there be a Zapier integration?

AstropreneurJun 5, 2022
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Q: Can you include API access?

I like this concept but its just another thing for my team to use and get used to. If i have API access i can autopull data from other sources and makes this a better dash for my team to use daily. I dont want to give them extra work. why do that when i can automate those things?

irfan614May 15, 2022
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Q: Hello Workfacta Team, Welcome to the AppSumo Marketplace.

First, I am impressed, and I would like to congratulate the Workfacta team on this fantastic solution!

I am interested in buying the License Tier 3 plan, but I want you to please address the following questions to see if the Workfacta platform is a good fit for my use case:

1. Does the Workfacta platform support the International Trade Industry (B2B Import/Export Business)?

2. I am currently using LivePlan.com for business planning and financial forecasting. Can the Workfacta platform be used to create business planning and financial forecasting for Importing and Exporting commodities & Products on a global scale?

3. What is the difference between the Workfacta platform and the Upmetrics and Cuttles platforms? (All AppSumo Apps)

https://appsumo.com/products/marketplace-upmetrics/

https://appsumo.com/products/cuttles/

4. Would you please clarify if I can use a custom domain like Plans.MyDomain.com, Projects.MyDomain.com, or Roadmaps.MyDomain.com?

5. Can the Workfacta platform be fully white labeled. E.g., Logos, Email Notifications, External Links, Custom Domains/CNAME, etc.?

6. Most of my global business customers are from the Middle East and Africa, and the Arabic language is critical for my online business. Does the Workfacta platform support Right-to-Left (RTL) languages such as Arabic?

Thank you & looking forward to hearing from you.

Al-EzziPLUSMay 8, 2022
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Founder Team
Adam_Workfacta

Adam_Workfacta

May 14, 2024

A: Thanks for your questions - we will revert soon!

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