Loomio
Thu 8 Sep 2016 12:42PM

Business Management Software

ER Ed Russell Public Seen by 45

Hello all.

We're trying to upgrade some of our business process software, mainly time tracking, project planning and work in progress - currently we're using a mix of of Trello, GIT, Slack, some Access system I wrote when we started 10 years ago, a web time tracking portal that tries to link it all together (that we wrote). It not brilliant though it kind of works (and makes sure everybody submits the right information / is working on work that they should (i.e. will get us paid) etc.

We are looking to put something in, or write something new. We'd prefer the former. We're happy (?) to pay money. It needs to link into Xero as that's our accountancy & invoice tracking (though we can write the integration ourselves).

So - what does everyone else use? What do you like about it and what is annoying?

Any suggestions greatly received!

Ed.

HR

Harry "Outlandish" Robbins Wed 12 Oct 2016 2:19PM

@josefdaviescoates we're fully on board.

We commissioned @matthewparsons to create his Co Pitch product as part of the ecosystem. You can read about it here: http://outlandish.com/blog/freelance-collaboratively-introducing-copitch/

We've been talking to Enspiral about integrating it into the ecosystem. We have an internal tool which syncs co pitch to Toggl to co-budget which i guess is the beginnings of an ecosystem.

JD

Josef Davies-Coates Wed 12 Oct 2016 2:28PM

excellent to hear Harry :) I'd read that about Co Pitch but it doesn't mention open app ecosystem stuff so awesome to know there is a shared goal to build and integrate such stuff... mostly it seems (from lack of activity in related groups) such efforts seems to have (at least publicly) largely stalled :-/

Love to hear others thoughts on all this, especially ideas about how best to support and move such ideas/ efforts forward?

HR

Harry "Outlandish" Robbins Wed 12 Oct 2016 2:49PM

I think one issue is that each organisation needs a slightly different eco-system.

E.g. we manage our surplus completely differently to Enspiral (and different Enspiral Ventures also handle it differently) so there's no obvious Co-Pitch -> Loomio -> Co-budget workflow and you need some middleware. Fine for tech co-ops but problematic for everyone else.

When we talked to Enspiral about productising my.Enspiral we found that we probably operate too differently for it to port well, and that even things like different laws would be an issue.

If we want to get to 3,000 tech co-op workers in the next three years then I think we need to make it much easier to take a business/operations model off the shelf and better tools/ecosystems/workflows are key to that.

JD

Josef Davies-Coates Wed 12 Oct 2016 3:20PM

and it we generally want to able to relatively easily enable everyone to take control of everything (like NEF's new focus see http://neweconomics.org/wp-content/uploads/2016/10/BUILDING_A_NEW_ECONOMY.pdf ) then better off the shelf tools/ecosystems/workflows that enable one click co-ops of all kinds need to exist too... (we're saying the same thing, I'm just re-iterating it and pointing out that whilst 3,000 tech co-op workers is a great bold goal, of course that is still relatively small fry given the overall challenges at hand...)

KWO

Kayleigh Walsh Outlandish Wed 12 Oct 2016 3:20PM

The need is definitely there and it would be brilliant if this existed. As Harry mentioned, using a few of Enspiral's tools might be trickier than it initially seems because we do operate differently.

I think the first step would be establishing a common/agreed way to operate and then introduce/implement tools that fit this. When Matt was building CoPitch, he spent quite a while scoping out our needs which enabled him to understand an organisation of our size, but he didn't tailor it too much to Outlandish. His own experience as a freelancer was really helpful because just like us, he'll be using the tool.

RB

Roy Brooks Wed 12 Oct 2016 4:25PM

Indeed, as @harryrobbins says ; 'fine for tech co-ops but problematic for everyone else....' interdisciplinary working is a challenge even for related disciplines - say design and code - let alone the full scope needed to fulfill the demands of a large project.

And it goes further, things change (increasingly quickly) within a given discipline too;

My previous agency worked with (creative & design) freelancers for many years - 14 years in what started as an in-house, fully employed studio had become almost entirely remote freelance - and along the way, even tho we were still developing 'marcomms', not only did the type of freelancer change (eg graphic designers became designer/coders) but also the way they worked (in-house to remote, long term to 'on demand' etc.) changed as well. This meant management, admin, HR etc was in a state of continuous flux.

It is exactly this sort of thing that's a challenge to creating an integrated platform management tool. Still, as no one seems to have cracked it yet, surely a goal worth aiming for... Forza! #coops

G

Graham Wed 12 Oct 2016 5:14PM

In many ways this thread mirrors some conversations I'm seeing other places. This thread elsewhere on Loomio - https://www.loomio.org/d/NA2zSBJC/platform-coop - and also a FB discussion I had with Daniel Harris (http://daha.co.uk) some while back - both sparked by the recent profile of "platform cooperatives" as a response to the extractive network capitalism practised by the likes of FB/AirBnb/Uber et al - talk about not building platforms, but creating protocols for cooperation.

To my mind this makes sense - common open protocols that enable efficient (low transaction cost frictionless) cooperation. Would such an approach then facilitate the emergence of a range of tools that could be plugged together any which way, to suit the differing - and as @roybrooks says constantly changing - business processes of various business models?

RB

Roy Brooks Wed 12 Oct 2016 6:30PM

Would seem to be a sound approach...

JD

Josef Davies-Coates Wed 12 Oct 2016 6:34PM

think this is one of the main problems https://xkcd.com/927/

JD

Josef Davies-Coates Wed 12 Oct 2016 6:28PM

Yes, the goal isn't so much a singular "integrated platform management tool" but a suite of interoperable apps (that are interoperable because they all use shared protocols)

CCC

Chris Croome (Webarchitects Co-operative) Wed 12 Oct 2016 7:03PM

I agree about "creating protocols for cooperation", Email and HTTP are examples where this worked, interesting to look at these examples:

xkcd standards

UTF-8 has basically solved the character set issue, USB for charging is on the way to perhaps solve the power charger issue, the instant messaging one is the classic example though, so many attempts have been made to solve that...

The last one I looked at, which I hope to have a play with, when I find time, is Matrix.

SF

Steven Flower Wed 12 Oct 2016 7:09PM

Hi all. So, isn't this a set of ideas that Poplus are actively demonstrating/sharing, via organisations across the world?: http://poplus.org/ (which could be built upon, both via code and concepts)

Poplus is an open federation of people and organisations from many different countries. Our joint mission is to share knowledge and technology that can help us to help citizens.

JD

Josef Davies-Coates Wed 12 Oct 2016 7:21PM

Indeed. Sandstorm also very interesting and promising, albeit taking a very different angle on things.

Sandstorm is a self-hostable web productivity suite.

I've played around with it a bit as an end-user (I'm not a developer) and have been suitable impressed: it's really great in lots of ways (single login to lots of apps, search across all of them, everything shareable much link how Google Docs are etc). Has got tasty technical things like capabilities based security baked in too.

ER

Ed Russell Fri 14 Oct 2016 9:45AM

I think it'd be a good idea to write down, first, what everyone needs.

I know from a CWEB perspective it's a lot about productivity tracking, profitability management, WIP management and on the fly resource management. i.e. the financial tracking that our accounts package doesn't give us and the scheduling stuff that we currently make up as we go along on Trello and whiteboards (massively high tech)... I don't think that'll be the same for everyone!

I am keen on a shared app pool approach, if we can make it flexible enough to make it work for all the different co-ops and working models.

G

Graham Fri 14 Oct 2016 10:37AM

Nowt wrong with whiteboards. It might be heresy to say it here, but there may in part be a tendency towards "the answer is more technology, what's the question?".

ER

Ed Russell Fri 14 Oct 2016 1:11PM

Oh, we love our whiteboards (one of our meeting rooms has each wall covered).

But managing a team and promising delivery dates doesn't really work so well :-$ Neither does it on Trello as we can't see slippage and update the plans dynamically...