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Choose the functionality you need now.

View the features to see which modules best suit your system.

Workgroups DaVinci provides a complete all-in-one project management solution for managing your brands, products, campaigns, and projects.

    Configurability

  • Customizable smart forms
  • JavaScript automation capabilities
  • Flexible project hierarchy
  • Definable project nomenclature (e.g. Campaigns, products, projects, jobs)
  • User customizable search/reporting windows
  • Customizable event notifications
  • Automated project templates
  • Automated folder and subfolder creation
  • Custom role based interface for easy training
  • Built-in report writer
  • Developer/production server library import/export
  • Project Initiation

  • Customizable request initiation/brief & management portal
  • User definable executive dashboard
  • Customer Relationship Management (CRM)

    Project Management

  • Visual dashboards based on role
  • Easily share notes, reminders and files
  • Project team collaboration & notifications
  • General task management
  • Job discussion threads
  • Deliverables management
  • Change orders management
  • Contact management
  • Tracks & manages email
  • Editable out-of-the-box reports
  • Workflow & Scheduling

  • Calendaring
  • Due date based auto scheduling
  • Advanced workflow & scheduling
  • Resource planning & scheduling
  • Gantt charts & workflow analysis
  • Pre-emptive forecasting
  • Definable workflow rules
  • Project data workflow rules

    File Management

  • Share file workspace
  • File routing
  • Digital art catalogs
  • Document management
  • Document organizer (moves files)
  • Automation

  • Production automation on Mac OS X
  • Integrated support for Adobe CS/CC & QuarkXPress
  • Automation plug-in for Mac OS X Finder
  • Support for AppleScript
  • Integration

  • MS Office and MS Office 365 Support
  • Integration with mail applications
  • Integration with Salesforce.com

Whether your customers are within your organization or outside, they can access your own branded web portal, including: project details, to-do lists, schedules, automated email reminders and soft proofing tools. Review and share feedback on Web pages, online documents and PDF, Illustrator, Office Documents, Balsamiq, image, video, audio files as well as web pages.

    Team Collaboration

  • Visual Manager, Production and Reviewer dashboards
  • Quick easy search for proofs and files
  • Notification filtering
  • Embedded tutorial videos
  • Workflow & Scheduling

  • Visual workflow designer
  • Integration with overall production schedule
  • Manage and track proof statuses
  • Workflow routing rules based on outcome
  • Proof single files or groups of files through a workflow
  • Automated and configurable email notifications
  • Ad hoc standalone workflows for proofs

    Proof & Review Management

  • Custom visual dashboards
  • Manager visual control over workflow
  • Schedule due dates with option to pad time for revisions
  • Email notifications and reminders
  • Audit history
  • Proofing & Review

  • Easy to use proofing & annotation tools
  • Mobile support - HTML5 support on modern browsers - desktop, laptop, iPad, Android tablets
  • Single or group file reviews
  • Collaborate in real time with other reviewers
  • Document version control
  • Collaborative real time discussions
  • Annotation searching and filtering
  • Private comments and discussions
  • Downsampling PDF for rapid downloading
  • Digital Signature complies with United States FDA Title 21 CFR Part 11.
  • Customizable tutorial videos
  • Customizable branding
  • File Support

  • Real time editing for Microsoft Office files
  • Online documents support includes: Google Docs, Dropbox and many more
  • Balsamiq mockup file & Balsamiq online support
  • Adobe CS editorial workflow (using InDesign or Assignments)
  • PDFs
  • Graphic file formats
  • Video
  • Audio
  • Native file support (no proofer)

Automatically index, track and associate your files, emails and scanned documents with projects, making finding and organizing all of your digital assets simple and fast. An integrated web portal makes distributing digital assets within or outside your organization efficient.

    Automation

  • File server indexing engine (captures metadata & text content)
  • Definable file/folder classification and association
  • File Management

  • Find files by association (e.g. project metadata)
  • Find files by custom metadata
  • Find files by text content
  • Full-Size document previews
  • File version control (check-in/out)
  • User definable searches
  • Control digital asset availability
  • Manage digital asset licensing
  • File Collector capabilities (associate, organize and track in real time)
  • Digital Resource Explorer
  • Custom metadata management
  • Copy/paste file management in projects
  • Catalogues

  • Brand Asset Management
  • Creative Asset Management
  • Marketing Asset Management
  • Photography Asset Management
  • Portal

  • Customizable & brandable appearance
  • User definable searches
  • File collections for download
  • File archive compression for download
  • File request workflow

    Archiving

  • Automated archiving & retrieval
  • Helper applications for archiving
  • Archiving automation
  • Archiving workflows automation
  • Integration

  • Adobe Creative Cloud
  • MS Office and MS Office 365 Support
  • Integration with Apple Mail, GMail and Outlook
  • Nero
  • Roxio Toast
  • ARCserve
  • Retrospect
  • Rimage CD/DVD Production Systems
  • Built-in Mac OS X CD/DVD Authoring
  • Microsoft Removable Storage Manager (RSM)

Integrate simple financial management into your project production process. Measure productivity, capture billing and time, create accurate estimates & proposals, and analyze productivity and profitability.

    Time & Materials Tracking

  • Automated time tracking
  • Timesheet management
  • Capture customer alterations
  • Job costing w/actual vs. estimate
  • Charge-out capability for ad hoc charges
  • Budget & cost management
  • Estimates, quotes and proposals
  • Full procurement system
  • Vendor portal for procurement
  • Estimate conversion
  • Estimate templates
  • Duplicate order
  • Employee time collectors
  • Job costs analysis
  • Workflow analysis
  • Flexible Work In Process (WIP) reporting
  • Employee analysis

    Invoicing/Charge Back

  • Accounting integration
  • Invoice distribution
  • Invoice backdating
  • Automated invoicing
  • Partial/incremental invoicing

The new Workgroups DaVinci suite includes all of the features of our project and productivity solutions in one powerful application. Complete full service implementation, best practices consulting and training.

    Technical

  • Web based
  • Database management tools
  • Flexible License Certificates (add modules at any time)
  • Plug-ins and extensible architecture
  • Programmatically controlled interface
  • High performance WAN optimization
  • User and Group permission control
  • Microsoft SQL Server
  • Developer Resource Center
  • Integrated development environment (IDE)
  • Server-side script execution
  • Built-in SMTP server
  • Integrated product feedback sending problems directly to support and engineering
  • Self-service password reset
  • Solution libraries
  • Email invitations for new users
  • Single sign-on (on-premise only, cloud hosted coming soon)
  • Developer Community Website
  • Service

  • World-class implementation service
  • Your own project manager "at your service"
  • Best practices guidance
  • Deployment

  • On-premise
  • Cloud hosted
  • Switch at anytime

    Additional Third Party Integrations

  • Esko
  • Lawson
  • Microsoft Dynamics
  • MYOB
  • Oracle
  • QuickBooks
  • SAP
  • Integration Tools

  • Web Services
  • SQL SDK
  • LDAP
  • File/XML Data Transfer
  • JDF

Thousands of Customers Worldwide

Learn more about Workgroups DaVinci