August 14, 2020

“Smart” Project Management

Almost any business needs to manage projects and action steps. This may be a constant activity (e.g., a consulting company, a caterer, etc.) or it can be periodic (e.g., a trade show). Most companies have at least a rudimentary system or tool for managing projects. The question is—is your tool “smart?”

One of the keys to effectively managing projects is to focus on the things that are important versus routine. And your project management tool should have the “smarts” to help you with this. If you are using a system that does not proactively remind you about exceptions (overdue tasks, upcoming deadlines, etc.)—that’s not a smart tool.

Another key to effective project management is effective communication. Your tool should automatically communicate via email with other members of your team as necessary to keep them up to date with tasks assigned to them, other task status, etc. If it doesn’t, it’s not a smart tool.

Among the many things that it does very well, QuickBase has several excellent project management templates that can either be used “out of the box” or modified to meet your specific needs. We recently have helped several clients implement project planning tools that are designed to be smart (as described above). One of the tools even is integrated with another QuickBase application that is used to manage meetings (email out agendas, track attendees, email out completed minutes, etc.) so that project-related meetings and related action items are included in the project management “dashboard.”

The benefits of effective project management can be difficult to directly quantify, but can have a major impact on the success of your company. If you would like to hear more about how we can help you improve the effectiveness of your project management process (and make your life easier!) please give us a shout.