How to choose the right project management software?

Choose RightTo choose the right software is not a simple process, and to choose the right project management software is then an even more complicated process and decision. Below you will find few tips and proposed procedure to reduce the risk inherit to this decision.

Tip #1

To choose and implement a PM software tool is not the same of implementing a PM process. Many organizations try to implement a software tool expecting a nonexistent-unnatural process improvement. If you do not have a formal process, or even if your process is not working you have to stop thinking that automation will fix/improve/solve your problems. Automation should be used to reinforce a process and minimize the weaknesses.

Tip #2

Every software implementation process includes at least the following steps -of course every company has its own natural process. Public companies have also additional restriction and evaluation/validation processes that will extend the suggested process:

  • Identify needs
  • Define selection criteria
  • Create a list of options
  • Create the request for information
  • Evaluate responses
  • Reduce the list of options
  • Ask for demonstrations or pilot programs
  • Choose one

Tip #3

Try to isolate your needs by using the following dimensions to measure the products you are considering:

  • Scale – how big the change will be?
    • Simple: are you going to organize your projects?
    • Personal: are you going to automate estimation and planning on you projects
    • Collaborative: are you going to support a team? are you going to share information? do you need to centralize team communications?
    • Enterprise: are you affecting the whole company? are you going to bill to your clients using your projects’ data? do you have virtual teams all around the globe?
  • Management Paradigm – do you and your team follow a traditional or agile approach to project management?
  • Process Maturity – how formal/strong is your process?
    • Chaotic: No evidence of documented processes or best practices
    • Active: Documented processes carried out, but not formalized
    • Efficient: Consistent discipline started
    • Responsive: Ubiquitous and measured
    • Business driven: Provides data and information to drive business decisions
  • Implementation model – are you going to buy the product and support it by yourself? are you going to adopt the SaaS model?
  • Budget -

Tip #4

Set your goals – do not expect to do everything better and to include any improvement during the first phase (or the initial implementation cycle). Prioritize to get faster results. Below you will find a list of possible goals that you could address with a PM software tool

  • Improve project reporting and tracking
  • Improve estimating and scheduling
  • Reduce cost or speed process up by automating workflows
  • Improve resource assignments
  • Improve project communication
  • Improve project team collaboration
  • Improve overall project process

Every goal will impact different functional areas within an organization. You should plan your implementation to impact those areas and improve those process that will add the most value.

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9 Responses to “How to choose the right project management software?”

John on March 23rd, 2009 6:53 pm:

Great tips. May I suggest a project management app to start with? It’s called Intervals and combines time tracking, task management, and project management.


Silvia on March 24th, 2009 11:32 am:

This tips are very useful…In my company we needed a software to manage our project and I ‘ve evaluated many of the products online. ..at the end of the evaluation period we have chosen Teamwork.It’s very complete in features.


jefferson on April 9th, 2009 2:51 am:

Really thanks for your tips. Actually we were(our company) in search of a good project management software. Finally we started using PlanningForce. It offers advanced features along with accurate visual representations. We are totally satisfied with it & we are planning to deploy it in other four branches also.


PMO Articles on August 21st, 2009 10:50 am:

Hi Alberto,

This is a good article offering great advice those searching for a tool. I would like to republish this article on PM Hut, please either email me or contact me through the “Contact Us” form on the PM Hut site in case you’re OK with this.


construction accounting software on February 12th, 2010 12:51 pm:

Great post, and thanks again for this information! I always enjoy your blog and have become a daily reader! Let me know if you ever need any construction accounting software


construction accounting software on February 16th, 2010 7:16 pm:

Thanks for the great information. After reading this article I’m hooked on your blog, look forward to seeing updates!


Isabelle on March 17th, 2010 6:06 pm:

I just wrote a nice comment and because of a wrong captcha, it just disappearead :’(

I talked about the way we manage requests like yours (we develop and sell project planning softwares).

I completely do agree on the phases you describe.

I also wanted to added our url, I guess I’ll still be wrong with the captcha (-____-’)
http://www.planningforce-express.com

You describe phases you made, which solution did you finally choose?

Cheers,

Isabelle,


Alberto Dominguez, PMP on March 19th, 2010 9:41 am:

Isabelle, do not worry about the captcha. I do not have any problem with you publishing your site URL, that’s the whole idea behind blogging, people connecting each other through “information” and useful articles.


Amy on August 15th, 2010 9:58 pm:

Good tips. Has anyone tried http://projectmanager.com ?

It’s just one of those programs that fits with every prroject, my expereince anyway.

Can I ask how you produced these tips?


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