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173 posts

Master Geek
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Topic # 225503 22-Nov-2017 09:24
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I would like to update task management/resource planning at work a couple of small teams within a 15 person office.

 

We currently use a mix of spreed sheet, database built on MS access and some links to our GECL accounting system, and paper notes.

 

We have office 365 and outlook, and do use a shared calander for booking some vehicles and field equipment. But overall find outlook and anything beyond a basic shared calander a bit buggy and lags refreshing emails, sometimes requiring closing and restarting.  Only a few managers have work cell phones. One or two of us staff use outlook app on our own phones to monitor email.

 

We traditionaly manage our jobs manually updating lists based on;

 

job number, client, description, location (broad description of area), date received, staff, time required (this adds up with holidays to projected months of work ahead of each person, notes

 

We could do more, mutipule lists are not live and interactive, there should be better tools.

 

So have some concerns with the base platform of Office 365/outlook, the one notes, one drives, sways etc, all look pretty but....

 

Looked at some addons (sorry Plug-ins), but unsure of the usefulness interms of ability to customise and adapt to our use, and ongoing costs.

 

We could inprove a database and have individual and team reports shared to staff? Requiring one person to manage and others with access to update.

 

We also do some project management, but generally use fairly basic Gnatt style charts in excell or one person uses Gnattproject. We manage works and our contracts require contractors to provide and update programme of works given a completion date.   

 

Small town firm, old systems being reviewed, from office, accounting, server and backups.

 

Look forward to some comments or suggestions.


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Ultimate Geek
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  Reply # 1905604 22-Nov-2017 09:44
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I would say your tool of choice would depend on how complicated the “project” is normally.

Some of my clients use excel, others MS Project, and some use a variety of online PMO tools (supplied by thousands of different companies) often with no consideration of complexity. I would think about the workflows and tasks, amd startt simple with something that is customisable.

Something I have come across recently is quickbase.com which comes with standard template type wysiwyg webapps. They are customisable and align to the MS access type solution, with the benefit of being online (so accessible anywhere anytime). I know this has been used by large Aus Government programmes ($9 figure) and we are suggesting it for a current client (€150m project).

Hope this helps,

Jon



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Master Geek
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  Reply # 1905608 22-Nov-2017 10:02
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Thanks for your reply, I have seen PMO Asana and Smartsheets recommended on annother forum for similar business use to ours.


 
 
 
 


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  Reply # 1905654 22-Nov-2017 11:01
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kotuku4:

 

I would like to update task management/resource planning at work a couple of small teams within a 15 person office.

 

 

 

 

Projectmanager.com

 

Online project management, developed by a kiwi guy, shifted base to the USA now. 

 

I don't know if it meets your wishes but this came to mind. 

 

 

 

 


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