Lucidchart Review

We can tweak its templates for our own purposes, but our communication with the sales team has been poor

What is our primary use case?

Primarily, we have been using it for collaborating with other team members and documenting the work that we are doing as a team and organization. Its two main functions are to document and collaborate. 

How has it helped my organization?

We have a common place where we can collaborate and keep track of documentation. That has really been useful.

We are using Lucidchart a lot for documenting things, such as processes, systems, new teams, etc. Its ability to document processes is great. Some of the major pluses are the sheer number of templates and the flexibility in the types of things that you can document. This is a benefit because we are able to structure it in whatever format we want. So, we can take a template that maybe was designed for something different and not have to create it from scratch. We just modify it for our purposes.

The solution’s capabilities for visualizing and understanding process flows or workflows is pretty good. This is one of the primary functions that we use it for, and it has worked out really well. They have a lot of very intricate templates that fit different use cases, which definitely helps.

We don't necessarily do everything in real-time, but that clearly is important. The fact that we are all able to do it in real-time allows us to have a dynamic discussion around a topic, whatever we are discussing. That is the key. Otherwise, it would be, "Hey, review this document, and we'll hopefully talk about it later." The tool wouldn't be anywhere near as valuable if we didn't have this kind of core function, which has saved us a significant amount of time. Shuffling documents back and forth would have taken a lot longer.

What is most valuable?

The most valuable feature is the ability to share particular boards or charts that we are creating. That is really key for us. 

Lucidchart’s organizational charts for visualizing and understanding team hierarchies and relationships are very good. I am very happy with the templates and the way that they are designed. We can tweak the templates for our own purposes. There is a large enough variety of templates with different use cases that we can usually find something that will fit.

What needs improvement?

The collaboration tools are fine, but the ability to share sometimes becomes difficult, specifically around permissions. It says somebody can edit and view, but they can't necessarily make all the changes. That can be confusing for some of the other users.

The speed needs improvement. The reloading time sometimes is quite significant, especially if the computer that you are running it on is kind of bogged down with a lot of windows, running other tools. It can be a bit challenging.

The interface could use improvement. When you try to select or unselect items, sometimes it gets very glitchy. It is not clear what you are trying to do.

There is a lot more functionality that I am finding that we haven't even scratched the surface of yet. Part of the challenge is it has more power than we know about, and there is not really great support in terms of learning the tool at that level, other than maybe watching YouTube videos, etc. That is how we're learning it right now.

I would like to see a grid that outlines functionality. Sometimes, you don't know what you don't know. So, if there is a grid that identifies all the features and functions, then you can drill down into video explanations of each one of those. That would be the optimal thing for us. We could then go in and explore, and say, "Okay, this is a function that we definitely could use. Here is a video that explains how to do it."

For how long have I used the solution?

I have been using it for about nine months.

What do I think about the stability of the solution?

Performance-wise, in terms of stability and reliability, I would rate this solution as a seven (out of 10).

What do I think about the scalability of the solution?

It is pretty scalable. I don't have any issues around the solution's capability.

While most of us are PC users, having the flexibility to accommodate both Mac and PC users is important because you never know who will be coming onto the team.

Everybody in our company uses Lucidchart, as there is a senior-level person involved. Right now, there is one primary user (me), as well as six to eight people who are collaborating using the tool.

How are customer service and technical support?

The communication with sales has been pretty poor. They have been spotty in terms of response. So far, that has been our problem with it. We were in contact with one of their representatives, but he just kind of disappeared one day and we couldn't find him anymore. He has not been responsive to email.

Which solution did I use previously and why did I switch?

We still use Visio in some capacity. I am not sure that it is because we couldn't have switched. We just don't know all the functions which exist within Lucidchart.

How was the initial setup?

Lucidchart is pretty straightforward to set up. It is not a very difficult tool to use. 

The setup was pretty fast. There was not much to do.

What was our ROI?

It has been a valuable tool. It provides time savings. It also adds values with the ability to ideate around ideas and things as a group, collectively being online and live. 

The whole discussion around collaboration is key to realizing efficiencies. That is why we are using it. When we are collaborating live, we are able to discuss the chart and what is happening in our work process. We can identify other people's perspectives and get ideas during the meeting, then make those live changes to the process on the screen. So, it helps us in identifying potential solutions.

Which other solutions did I evaluate?

We did look at MURAL and a couple others on the surface, but we felt that there were more options available with Lucidchart. The main thing was the amount of templates and features that we could see with Lucidchart. It just seemed like a more robust solution. That is why we went down that road.

We tried Lucidspark because of the announcement that they made when it came out, but we haven't really used it to a large degree. In many ways, Lucidspark had a lot of similar functionality to Lucidchart. At least in the way that we are using it, we get the same experience through Lucidchart.

What other advice do I have?

We are a consulting company that works with CEOs. In many cases, we are recommending products. In a lot of situations, Lucidchart could be a useful tool for organizations that we work with, and we would definitely recommend it to them. However, for it to become a really useful tool organizationally, you must have somebody walk you through a process of how you would embed it. I don't think that they have that.

Most people are visual first and prefer that as a way to communicate.

In the future, if there is an opportunity to do so, we would potentially increase usage. We have to learn more about how we would utilize the tool, but we are not opposed to increasing usage. 

I would rate this product as a seven (out of 10). 

Which version of this solution are you currently using?

**Disclosure: IT Central Station contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
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