Detailed Review of Leankor Salesforce Project Management App

Samurai fishing in a Leankor value stream

Leankor is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Leankor is scored overall for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes.

Leankor Summary Findings

Leankor appears to be a lite version of a PSA tool geared towards field service projects. It has a nice Kanban board and a great Gantt chart for scheduling. However, it is lacking the invoicing, cost management and resource management of many of the other PSA tools.

I’m at a loss to figure out where Leankor would be the best choice relative to the other PSA tools that are available. It is much more expensive than the other tools, which have much more functionality. The only key differentiator I could find is the ability to perform effort-based scheduling, which most Salesforce scheduling tools don’t have.

Leankor
Total Score41%
Communications Management9%
Cost Management36%
Integration Management44%
Procurement Management0%
Quality Management17%
Resource Management29%
Risk Management75%
Schedule Management64%
Scope Management0%
Stakeholder Management8%

Download Leankor Evaluation Spreadsheet

Click here to add the Leankor Excel spreadsheet to your basket and continue reading. Visit the basket page to complete the download.

Leankor Pricing

Leankor’s published price on the AppExchange is $75/user/month. This is much higher than other PSA tools that have achieved higher scores: Kantata $45/user/month, Certinia $40/user/month.

Leankor Scoring Methodology

I’ve been evaluating all of the Salesforce project management software and sharing the results to help others save time in making an informed decision. I started the evaluation as marketing research for the Salesforce project management app I built: Project Lifecycle Pro. I’m doing my best to give a unbiased review, but I’ve attached the detailed Excel spreadsheet which you can use to perform your own analysis. Here are detailed instructions on how to use the spreadsheet to weight requirements and compare multiple software packages side-by-side.

I structured the analysis around the Project Management Institute’s (PMI)© project management process. This is outlined in the PM Book of Knowledge (PMBOK)©. First, I listed the project management processes and then the activities within each process. Finally, I developed a list of requirements related to each of the activities. The list of requirements is based upon my thirty years of project management experience and experience evaluating project management tools for clients. When I come across novel functionality in the software I’m evaluating I add it to the requirements list. Of course, I’m sure I missed some requirements and welcome any suggestions.

I gave all processes and requirements equal weights, but you can adjust the scoring weights in the Excel spreadsheet to suit your needs. Each requirement was rated as either:

  • Yes – As Is – Meaning, the requirement is met with out-of-the-box functionality. This rating is awarded four points.
  • Yes – With Configuration – Meaning the requirement can be met with minimal configuration or no-code updates. Since, Salesforce is highly configurable I used this rating for simple things like changing picklist values, adding a field to an existing data object, creating a report, etc. This rating is awarded two points.
  • No – Not Available or Requires Customization – Meaning the requirement cannot be met without significant investment of time or money. I assigned this rating if custom coding would be required, or a new custom data object, or a new custom flow. This rating is awarded zero points.

Finally, the scoring spreadsheet totals the ratings by process to show how the apps compare by process. Therefore, you can assess the apps based on which processes are the most important to you.

WARNING: I had a very tough time scoring the Cost Management and Resource Management functionality for Leankor. So if you are interested in Leankor, you should validate my scores in these areas. The difficulty in scoring arose from:

  • I lacked financial and resource management rights in the test drive.
  • The Leankor free trial failed to load to my sandbox environment. A help request to Leankor support went unanswered.
  • There aren’t any Leankor demos or documentation related to invoicing or cost management.
  • There are very few documents or demos related to resource management.
  • I had to resort to going through the Leankor custom objects to discern the capabilities.

Here are some links to help you research the app:

Download Leankor Evaluation Spreadsheet

Click here to download the Leankor Excel spreadsheet.

Communications Management

Like most Salesforce project management apps, Leankor doesn’t have any change management functionality related to training or communication.

Cost Management

I had difficulty evaluating Leankor’s cost management functionality (see methodology section for details), therefore I’m not going to go into a lot of detail here. I believe there are two major weaknesses: doesn’t issue invoices, doesn’t support daily/weekly rates.

Weakness: No Invoicing

It allows you to mark an individual expense as being invoiced. However, I didn’t see any functionality which would allow you to generate a charge based on actual hours worked and publish an invoice. Let alone, any functionality to track the status of an invoice.

Weakness: Doesn’t Support Daily/Weekly Rates

A daily or weekly rate is popular in consulting and I would imagine would be popular for field service work. The hourly rate to be charged a customer is recorded in the Resource Assignment record. I did not see any place to record a daily or weekly rate in the Resource Assignment record.

Integration Management

I didn’t find any strengths that would differentiate Leankor from other PSA tools, but I did find a few weaknesses: lacks project-level security, and change orders.

Weakness: Lacks Project-Level Security

It appears you can define whether an individual user can read or edit the Kanban cards are a specific project’s board. However, I didn’t find any other project-specific security settings. Therefore, all users will have visibility to all projects. You can’t create confidential projects. Access to financials and resource data is controlled with permission sets, so these rights will be applied globally and can’t vary by project.

Weakness: No Change Orders

It doesn’t support issuing and approving change orders when the scope, schedule or the cost of the project changes.

Procurement Management

No procurement management functionality to speak of other than recording project expenses.

Quality Management

The only quality or testing functionality it has is the ability to record acceptance criteria on a Kanban card. This field is a single plain text field, so you won’t be able to record individual test results for each criteria.

Resource Management

I had difficulty evaluating Leankor’s resource management functionality (see methodology section for details), therefore I’m not going to go into a lot of detail here. It has the standard functionality to view a resources assignments against availability and to re-assign resources when they are overallocated. It does appear to have some gaps in the resource management functionality: tracking skills, issuing resource requests, soft booking resources, and project-level allocation.

Weakness: Doesn’t Track Skills

It lacks the ability to define skills and to assign various skills to a resource. It does have the ability to define resource types, but this isn’t as granular as skills.

Weakness: Can’t Issue Resource Requests

The resource management all seems to be handled at the task level. I didn’t see any functionality where a project manager can issue a resource request, say an Apex developer at 100% for three months.

Weakness: Can’t Soft Book Resources

It doesn’t have the ability to soft book a resource and indicate which assignments are soft booked in the resource management view. Therefore, the resource manager won’t have the visibility as to which assignments can be easily re-assigned because they are only soft booked.

Weakness: No Project-Level Allocation

All the resource allocations appear to be done at the task level. There doesn’t appear to be the ability at the beginning of a project to assign a resource to the project at X% of their time.

Risk Management

You can designate a task as a risk. Overall, it has standard risk management functionality with a risk log and the ability to record mitigation plans.

Schedule Management

Schedule management is Leankor’s greatest strength. It has an excellent project Gantt chart and Kanban board. The Gantt chart supports all standard planning functionality: dependencies, critical path, etc. It’s one key differentiator is that is supports effort-driven scheduling. Its only Gantt chart weakness is that it doesn’t support task constraints (i.e. Must Finish On, Must Start On, etc.).

Strength: Effort-Driven Scheduling

Leankor is one of two native Salesforce scheduling tools which support effort-driven scheduling. You even have the option with each task as to whether to use duration or effort-driven scheduling.

Duration-driven scheduling is the default for most tools. This keeps the task duration constant regardless of how many people are assigned to the task. In effort-driven scheduling the duration of the task will shorten as you assign more people to the task.

Strength: Inter-Project Dependencies

It has a very cool feature for creating inter-project dependencies. You create a custom Gantt chart board which contains the predecessor task of Project A, and the project plans for the dependent projects (Project B thru n). You can then create any type of dependency: SS, SF, FF, FS.

Weakness: Lacks Releases and Sprints

Leankor appears to be oriented to an Agile approach, however, you can’t define releases or sprints. I’m sure you could create a dedicated Kanban board for a release or a sprint, but I don’t believe you’d be able to report at the release or sprint level.

Weakness: Can’t Assign Tasks to External Users

There isn’t any functionality to assign a task to a non-Salesforce user through email or a community portal. Other apps support making external assignments and even allowing the external user to update the task when it is complete.

Weakness: No Task Constraints

Leankor doesn’t support assigning constraints to tasks, such as: Must Finish On, Must Start On, Start As Soon As Possible, Finish As Late As Possible.

Scope Management

There aren’t any scope management capabilities.

Stakeholder Management

There aren’t any stakeholder management capabilities.

In Conclusion

Leankor’s high price should put it out of the running for your shortlist of Salesforce project management apps:

  • If you absolutely need effort-driven scheduling I would suggest you evaluate the Klient PSA tool.
  • If you need an excellent project Gantt and Kanban board, but not effort-driven scheduling, then you should evaluate Inspire Planner.
  • If you need a broad PSA tool, then you should evaluate Kantata or Certinia.

Regards,

Brian

Additional References

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