Best Professional Services Automation Software - Page 15

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Screendragon

Screendragon is an enterprise work management and orchestrated intelligence platform built for complex marketing, and agency operations.​ It combines structured work management with AI-powered workflow orchestration, giving organisations real-time operational intelligence across projects, people, budgets, approvals, and performance. By connecting planning, execution, governance, and reporting in one platform, Screendragon helps teams run work with confidence at scale.​ Designed for organisations managing high volumes of work, multiple stakeholders, and strict governance requirements, Screendragon is commonly used by enterprise content teams, in-house agencies, external agencies, and marketing project teams that need visibility, control, and automation beyond basic task management.​ Key capabilities include configurable workflows, automated and AI-assisted approvals, resource and capacity planning, financial forecasting, and advanced operational reporting. The platform adapts to existing processes rather than forcing rigid templates, making it well suited to complex or regulated environments.​ Screendragon is designed to work as part of a broader enterprise ecosystem. It integrates with existing tools and platforms and provides an open API, enabling organisations to extend workflows, automate data exchange, and connect Screendragon to their wider technology stack.​ Trusted by global organisations including Kellogg’s, BP, TBWA, and McCann Worldgroup.

Average Rating: 4.7/5.0

Total Reviews: 110

How Do G2 Users Rate Screendragon?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.6/10 (Category avg: 7.9/10)
  • Workflow: 9.6/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Screendragon?

  • Seller: Screendragon
  • Company Website:
  • Year Founded: 2001
  • HQ Location: London, England
  • Twitter: @screendragon
    4,101 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    86 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Marketing and Advertising, Consumer Goods
  • Company Size: 50% Medium, 45% Large

What Do G2 Reviewers Say About Screendragon?

AI-generated summary from verified user reviews

Pros
  • Users value the flexibility of Screendragon, appreciating its adaptability for diverse project scopes and workflows.
  • Users love the automation capabilities of Screendragon, making project tracking and management seamless and efficient.
  • Users value the effective communication from the Screendragon team, appreciating their responsiveness and adaptability to needs.
  • Users find Screendragon to be easy to learn and implement, with helpful resources enhancing their understanding and experience.
  • Users highlight the team's efficient response time, appreciating their flexibility and eagerness to assist with urgent needs.
Cons
  • Users face platform limitations that hinder flexibility and user-friendliness, complicating effective use in large organizations.
  • Users find the complexity of the admin console to be a barrier to a smoother user experience.
  • Users find the admin console complex, noting that it can lack user-friendly dynamics and ease of use.
  • Users find the confusing platform of Screendragon limits their ability to create reports independently and easily.
  • Users find reporting inadequate in Screendragon, facing challenges with manual builds and exporting data effectively.

What Are Recent G2 Reviews of Screendragon?

What Are G2 Users Discussing About Screendragon?

Updated August 2026.

How Many Professional Services Automation Software Products Does G2 Track?

Total Products under this Category: 212

Category Stats (Sep 2026)

  • Average Rating: 4.3/5 (↓0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Operating (+1.19%) - Among all products in this category, Operating recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Professional Services Automation Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 26,300+ Authentic Reviews
  • 212+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Professional Services Automation Software

G2 Grid® for Professional Services Automation Software plotting products by satisfaction and market presence

Highlighted products: Autotask, BigTime, Syncro, CMap, Deltek Vantagepoint, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), SAP Cloud ERP (SAP S/4HANA Cloud), and Planhat.

Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-services-automation/grids.json?focus%5B%5D=autotask&focus%5B%5D=bigtime&focus%5B%5D=syncro&focus%5B%5D=cmap&focus%5B%5D=deltek-vantagepoint&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&focus%5B%5D=planhat)

Whoz

Whoz is an AI-powered workforce optimization platform designed to assist enterprise-level professional services firms in streamlining complex and large-scale project staffing. This innovative solution addresses the challenges of aligning talent with project demands, ensuring that organizations can effectively manage their human resources while maximizing productivity and efficiency. Targeted primarily at professional services firms, Whoz caters to organizations that require precise and strategic staffing solutions. These firms often face the challenge of balancing varying project needs with the available skill sets of their workforce. Whoz provides a comprehensive approach to workforce management, enabling firms to navigate the intricacies of staffing by leveraging advanced AI technology. This platform is particularly beneficial for businesses that handle multiple projects simultaneously and need to ensure that the right talent is deployed at the right time. Key features of Whoz include skill mapping and assessment, which allows organizations to evaluate the capabilities of their workforce accurately. This feature is complemented by intelligent search and matching capabilities that align available skills with specific project requirements. Additionally, Whoz offers robust workforce allocation and scheduling tools, enabling firms to optimize their resources effectively. The platform also includes resource forecasting and rotation functionalities, ensuring that organizations can anticipate future staffing needs and adapt accordingly. Continuous upskilling and development opportunities are integrated into the platform, promoting a culture of growth and adaptability within the workforce. By aligning available skills with project-specific demands, Whoz empowers organizations to place talent at the center of their operational strategy. This alignment leads to enhanced commercial, operational, and people performance, allowing firms to unlock untapped margins and revenue that traditional staffing processes often overlook. The platform’s ability to streamline staffing processes not only improves efficiency but also enhances overall project outcomes, making it an invaluable tool for professional services firms looking to thrive in a competitive landscape.

Average Rating: 4.6/5.0

Total Reviews: 6

How Do G2 Users Rate Whoz?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Whoz?

  • Seller: Whoz
  • Year Founded: 2016
  • HQ Location: Paris, FR
  • LinkedIn® Page: www.linkedin.com
    102 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Small, 33% Medium

What Do G2 Reviewers Say About Whoz?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the AI-driven automation of Whoz, enhancing decision-making and understanding of employee experiences.
  • Users value the career development opportunities provided by Whoz, enhancing employee experiences and staffing decisions.
  • Users value the comprehensive features of Whoz, which enhance daily management and connectivity across systems.
  • Users value the easy connectivity with other systems, enhancing their daily management and workflow efficiency.
  • Users praise the responsive customer support of Whoz, which effectively addresses their needs and concerns.

What Are Recent G2 Reviews of Whoz?

xpdOffice

xpdOffice is an AI-Native Business Operating System designed to help project-driven, contract-driven, government contracting, and professional-services organizations operate as one connected enterprise. Instead of requiring organizations to assemble separate CRM, contract management, project management, accounting, workforce, procurement, compliance, and document-management applications, xpdOffice brings these capabilities together through a unified operating platform. At the center of xpdOffice is xpdAI Enterprise Intelligence, which helps authorized users understand business conditions, identify risks, analyze performance, receive recommendations, and take governed actions using connected operational and financial information. xpdAI is designed to provide evidence, context, confidence, and explainability rather than functioning as a separate chatbot disconnected from business workflows. xpdOffice includes role-aware Command Centers and operational Workspaces for executives, customers, contracts, projects, finance, workforce, procurement, partners, compliance, and enterprise knowledge. Each Workspace shares a consistent navigation system, interaction model, security structure, audit trail, and business context. The platform is particularly suited to organizations that must manage complex contracts, projects, funding, labor, deliverables, customer relationships, costs, billing, and compliance requirements. Government contractors can manage contract hierarchies, CLINs and SLINs, task orders, modifications, labor categories, funding, subcontractors, deliverables, and audit requirements while maintaining visibility into project execution and financial performance. xpdOffice connects operational activity with financial outcomes. Project work, labor, expenses, procurement, billing, contract events, and customer activity can contribute to a shared enterprise record, reducing duplicate data entry and improving management visibility. Key capabilities include: Executive and operational Command Centers Customer and revenue intelligence Contract and funding management Project planning and delivery management Financial management and accounting Workforce, time, expense, and utilization management Procurement and partner operations Compliance, audit, and document management Role-based access and governed AI actions Cross-workspace workflows and enterprise reporting xpdOffice is intended to provide organizations with a clearer view of what is happening, why it is happening, what may happen next, and what actions should be considered. By connecting customers, contracts, projects, people, finances, and compliance, xpdOffice helps organizations replace fragmented software environments with a more intelligent, coordinated, and accountable way to operate.

Who Is the Company Behind xpdOffice?

  • Seller: xpdient
  • HQ Location: Catonsville, US
  • Twitter: @XPDoffice
    26 Twitter followers
  • LinkedIn® Page: linkedin.com
    2 employees on LinkedIn®
Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024