As a digital marketing agency, project management software is vital to your business. It probably forms an integral part of the tools you use to manage your agency clients.
The options for project managing your business are vast. Many businesses will start off with simple spreadsheets or personal task management apps to track their projects, but they're likely to grow out of these quickly. Whilst they may be good solutions at first, they soon become inefficient as your teams and projects grow.
We'll assume - seeing as you're reading this article - that your current system isn't working. Before you begin considering options for new project management software, you should ask yourself some key questions:
What's not working with your current system?
It won't take much to realise the issues with your system. Why are you embarking on the search for something new?
When using your current system, make a note of anything that doesn't work well for you or makes things more difficult. There may be useful features that your current system is missing. It could be a case that you need something that can manage more complex needs. It won't be long before you've rallied up a list of things to look for in a new system.
What do you need from your project management software?
A good project management solution will allow you to forecast projects, tasks and workloads. It will give you visibility on who should be doing what, when and how. Collaboration, scheduling, assigning, tracking and deadlines are part and parcel of most project management systems. However, additional features vary from solution to solution.
As a digital marketing agency, we often advise our clients on choosing project management software. Not only can we recommend software that will improve your business processes, we have experience with which systems work well and which don't.
If you need to keep track of hours spent on particular projects and clients, you need something that offers a good time tracking system. Whilst many platforms offer this, you should look into the specifics on how time is tracked and recorded. You want something that's intuitive, user-friendly and suited to your business.
If reporting is particularly important to your business, look for solutions which display project progress (including a budget, timelines and invoicing) in formats that will be beneficial to you.
In an ideal world, you'd choose one solution and it would integrate everything you need. However, solutions like this are difficult to come by. If you use third-party apps that are indispensable to your business, ensure your chosen project management solution integrates with them.
If you're a growing business, you need to look ahead and try to forecast features you might find useful in the future. Switching between software management platforms is timely and involves uprooting your business and training your team on the new system. Whilst it's all very well implementing a solution that offers everything you need now, it's important to look to the future as well.
Making your decision
Many project management systems will offer trials and demos. Whilst it's tempting to commit to a system as soon as you're sure it's right for you, we always recommend taking advantage of free trials and demos. It may take longer to choose a solution this way, but it means you can be more confident in your final decision.
Over the past few years, we've trialled a number of project management systems. Our favourite by far is Odoo and we often recommend it to our clients, too.
As a digital marketing agency, Odoo is great for keeping track of all our clients, projects and tasks. CRM and automation features are particularly useful for us. Having these functions integrated with our project management helps things run more smoothly.
If you want advice on choosing a project management system from a digital marketing agency, look no further than Flowbird. Give us a call today and we can discuss which system will be best for you and if CRM and automation could be beneficial too.