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

CC

Camille Chapuis Mon 11 Dec 2017 3:49PM

Thank you Fernanda for the work :-)
Indeed I think we need a tool for our projects that have all the options that we use now BUT.... on different apps. That would be great to have these features all synchronized such as discussions, private messages, planning, follow up on the tasks, budget.. etc.
I took a look at the 3 tools and I think Monday is the one that match most of the features we need :-)

FM

Poll Created Mon 11 Dec 2017 7:06PM

What project management tool shoud we use? Closed Thu 28 Dec 2017 8:00PM

Results

Results Option % of points Voters
Monday 100.0% 2 MM AM
Asana 0.0% 0  
Wrinkle 0.0% 0  
Other 0.0% 0  
Undecided 0% 271 AI NW EP TB JD MB ADG DW JL DDB DR F JK SC SJ ML GR BM JS BT

3 of 274 people have participated (1%)

MM

Miriam Moreno Tue 12 Dec 2017 2:07PM

Monday

... and kill Telegram!!!!

TD

Thomas Dönnebrink Wed 20 Dec 2017 10:09AM

Good question. Thanks for initiative trying to find & agree collectively on one common tool. For me (& others?) would be helpful to first learn about (recommended) options along with arguments before starting to vote on them. Collect first vote later

MW

Martin Werlen Mon 11 Dec 2017 9:14PM

Thank you @fernandamarin for this great Loomio post.
I think it is important to distinguish (1) project management from (2) coordination between projects and the (3) current management of the association.
As far as project management is concerned, I guess the needs are not the same between projects. Even if I think it would be great to share a common tool, I think that in reality it will be complicated and will depend a lot on the practices of the different teams. On the other hand, I think that the diversity of the tools we use can be seen as a certain richness.
In any case, I think it's great to experiment with one or more project management tools on a few projects.
In terms of choice, we have to admit that in recent times the community has increasingly used a very informal tool, Telegram, rather than Slack. It is therefore important to choose a tool that is not necessarily complete but that allows you to keep exchanges simple and fast while offering the basic functionalities of project management.

Anyway, it's really a great initiative and I'm very interested in testing it.
Thank you:)

DU

Deleted account Mon 8 Jan 2018 3:25PM

totally agree with Martin for all the arguments !

BT

Benjamin Tincq Tue 12 Dec 2017 5:40AM

This may be a naive question, but what is the experience so far of using Trello for project management? Because this was adopted a while ago by OuiShare, but only by a small group of people and projects. However this is exactly what it is for.

The cool thing with Trello is that it is super easy to use, flexible, customizable, has many add-ons and power-ups, and is widely used (so many ppl already have an account)

However, I won't vote on this as I'm not the most involved on OuiShare projects ;)

MM

Miriam Moreno Tue 12 Dec 2017 2:06PM

Thank you Fernanda. I was using “Asana” with a team and... the mobile version is not really good. Doesn’t matter for me the tool we consense to use. I’m right with you that is needed to educate ourselves in how to use it (a lot of messages in Telegram that should be in Slack). And agree with Benjamin that we haven’t been engage at all with Trello even it’s really a super intuitive tool. That’s my point. And...ready to adopt and explore the tool we choose. I love tech!! :nerd:

TV

Taoufik Vallipuram Tue 12 Dec 2017 2:42PM

Thanks @fernandamarin for your work

Martin's message made me think about an article I've read a year ago saying that Amazon is innovating in ways that Google and Apple can't. One paragraph of the article deals with the issue of the standardisation of tools "A new team can use the tools and processes that make the most sense instead of feeling pressure to conform to company-wide standards.".
Here is the article: https://www.vox.com/new-money/2016/12/28/13889840/amazon-innovation-google-apple

GP

Gustavo Palacios Wed 13 Dec 2017 2:57AM

Great work @fernandamarin love the technology and new ways to do the things, we recommend Trello but for this new options I vote for Monday :slight_smile:

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