Loomio
Mon 11 Dec 2017 10:20AM

How to make 2018 a better year (for real) : choosing a new project management tool

FM Fernanda Marin Public Seen by 180

Quick summary: As the organisation keeps developing, we need better ways to work together. This post presents 3 project management tools that - if happily adopted by everyone- could significantly improve the way we work (and make our lives much easier)

Between email, slack, trello, telegram and google docs - just to name a few of the tools we currently use- it is not easy to stay on track of everything. (Note, these are communication, not project management tools, except trello, which is actually rather limited)

I am sure I'm not the only one spending hours and hours trying to find the right information between the 150 telegram messages we get by the hour, chains of emails, and google docs.

We know that one of the major challenges of working on a distributed - decentralized organisation is having a central platform to aggregate all our work. However, I believe more can be done, both at community and 'global' level to improve the way we work in general, and therefore, make our lives easier.

At our last Summit in Munich, ** we discussed the need to improve our workflows, communication channels, documentation and security practices and overall visibility of projects.** We decided I was going to look for some options on how to solve these issues.

After some careful consideration and evaluation, I want to present the best 3 project management tools that - if happily adopted by everyone - could really make a difference in how we work together.

Of course there are many things to decide:

  • Should each community take responsibility for the tools it uses or should we make it part of the commons?
  • Should some project leaders test the tools and present their feedbacks to the community before choosing one?
  • Should each project leader include the tool cost as part of their budget?

THE 3 MAGIC TOOLS

After a lot of research, I have selected these 3 tools:

1) ** Monday.com ** : focused on transparency and advanced collaboration.
No more spreadsheets. Just pure joy. See the video below, they explain it pretty well.

https://monday.com/features/

** Why I love it: **

  • It's super easy to use and has a great design
  • It comes with templates that save time and adjust to everyone's needs
  • It has a nice project timeline, so we know how busy everyone is.
  • We can chat and send files through each project, so all the info stays in one place
  • It gives great visibility on all the projects, and once they are over they can be saved and stored but remain available for others to consult if needed, etc.
  • It has a lot of security options, so only the right people get access to sensitive info
  • It can be shared with clients, which makes us look super professional and improve our efficiency and communications with them.

To consider:
* We can get 50% discount. ** For a team of up to 100 it would cost 250 euros per month.**

2) Asana. Eliminates the need to use email and third-party apps for communication
https://asana.com/#close

** Why I like it: **

  • It has a smart inbox – instead of tons of boring and unwanted messages, you only receive important project updates, and can convert them into actionable tasks the very same moment
  • Asana is fun! When you complete a task, a unicorn/phoenix/ leaps about to help you celebrate.
  • It gives a complete history of the tasks done and how they were done for each project, making it easier for future consultation.

To consider:
* Access is based on your shared email domain, so it relies on people in the team having the same email address structure.
* Price: Free for teams of up-to 15 members, then it costs ** 10 euros per user/per month ** (although it can be negotiable for larger teams like us)

3: Wrinkle. Improves the speed and efficiency of work in both co-located and distributed groups
https://www.wrike.com/tour/

** Why it's good **

  • It gives reports on everyone's activities. The performance chart shows the ratio of planned and completed tasks, as well as how far behind a team is with their work.
  • It has a really good approvals workflow (digital images, videos and documents, and you can invite guest users too)
  • It's super secure as it has two-factor authentication

To consider:

Price: It's expensive, costing 25 euros per month per user


FINAL COMMENTS:

It might look like it's an expensive endeavor, especially since we're used to use free tools, but I see this as a ** major investment with immediate returns.**
The tool itself won't be enough, ** for this to work we need commitment and a true will to change the way we work. We claim to be experts on new and better ways of working collaboratively, so let's lead by example and experiment with ourselves.**

Looking forward to your comments :)

If someone wants to have a chat, I'll be more than happy to explain in more detail why I chose those tools, etc. Also if you know other tools I'd be delighted talk about it.

PS: If you want more encouragement as to why we should break away from emails and spreadsheets, check this post. click here

NN

Nai Naiarara Tue 19 Dec 2017 7:57PM

Thank you so much @fernandamarin for this post because this is a research I wanted to do for myself, so great! My comments:

--> TRELLO: Agree with some of you that we should make the most of Trello, and try to use it properly. Sometimes I have the feeling many of us we are not using 100%. We use it at first, but when the project develops, we use it less and less until we end up using the wrong channels. Maybe we should get deeper insights of why it happens.

--> LIQUID TEAMS: I would like to consider how this tools deal with liquid teams. I understand for people who work on a daily basis in many projects would be really helpful, but I wonder how this tools can adapt to liquid teams in:
1. getting track of what's happening just by having a quick look at it. Is it easy?
2. What I like about free tools is that it's very easy for newcomers to join and 'voyeur team members' that follow a project to decide to step it at some stage. There is a monthly payment so: could it be a barrier to involve new people in projects? how the monthly payment per user can deal with people deciding not to work for OuiShare project in the next 3 months? (as an example) Do we have to keep paying membership until they officially communicate they don't want to work for the projects anymore?

Thanks lady!

A

Ana Mon 1 Jan 2018 5:36PM

Thanks @fernandamarin for this relevant topic.
In Spain, slack works great and its pretty well integrated as our project communication tool.
I also like Trello a lot and as it was commented above there is a lot more to explore with this tool.

M

Maud Tue 2 Jan 2018 10:23AM

Great topic indeed! The same, I don't believe we can find one common tool for the diversity of our projects and communities. Indeed it would be great to have one unique way to reference all OuiShare projects (already tried through the famous Google spreadsheet), but I don't think the problem really comes from the tools, more from our habits and the avantages perceived at "centralising" our list of projects. I also really agree with @nainaiarara about the need for inclusiveness in our projects and the possibility to opt in and opt out easily.

FM

Fernanda Marin Mon 8 Jan 2018 2:34PM

:heart: Thanks to everyone that participated in this conversation! I'm glad so many of you find it helpful and are ready to try new things. But I also hear that the best way to get these projects off the ground, or at least give them the chance to live, is to let small groups who are willing to experiment to do it on a smaller scale, and then let them share their experiences and see if more people are interested.

Therefore I propose that all the project leaders (cause it's ultimately them who decide how to organise their teams) that want to be part of the Monday Experiment contact me directly to start seeing how we can set it up together. My email is [email protected]

Once more thank you all for time! we'll keep you posted on how things move forward :slight_smile:

Besos!

TB

Tiberius Brastaviceanu Mon 8 Jan 2018 5:45PM

There is a need to aggregate activities accross all OuiShare. The problem is that the tools for open networks don't exist yet. Many prople are activelly working on them. We are in the middle of a transition when people are jusr realizing that open networks are formidable organisations, that they have agency and capacity to act. On the other side we have all these p2p technologies that are mostly used in traditional institutional settings. These two things are finaly converging, more and more people are starting to build tools using p2p tech tailored for open networks.
p2p project management tools do not impose a unique app for the entire OuiShare network. Local groups will be able to chose their own apps customized to their local culture. But all these apps will be able to talk to each others and aggregate data accross the entire network.
I am saying all this because this discussion, like many others, is about which app to chose and how to "impose" it accross the entire network in order to reach scale and make the whole network much more efficient. With p2p infrastructures we will not need to agree on a single app.
Support projects like Holochain!

LF

Leonor Fernández Wed 10 Jan 2018 9:49AM

This article says that WICKR is going to replace SLACK https://www.lainformacion.com/management/empresas-companias-2018-startup/6339512 Aparently offers una "encriptación de grado militar"

https://www.wickr.com/