EP 441: Finding the right project management software for your team with Alane Boyd

We’ve all been here before — your agency grows, and your day-to-day is getting a little too chaotic for comfort. Each team member has their own way of doing things, and no one is on the same page about the best approach to doing recurring tasks. As the agency owner, you’re getting pulled into things that you shouldn’t, becoming the organization’s bottleneck.

 

If that’s you, it’s time to break that cycle with some project management software.

With a million choices and a few that have become the industry standard, it’s difficult to pinpoint exactly which is right for your agency. Often, agencies will pick one based on how popular or how pretty it is, and forget about its functionality specific to your agency’s day-to-day needs.

This week, Alane Boyd is clearing the fog around project management software to help us decide if we need one — and if so, what tools and functionality we should be looking out for that will get our productivity back on track.

Don’t be afraid to take the time to really learn what tools are right for your team, and be generous with how long it takes for the new systems and processes to become sticky. Once you find one that works, your agency productivity will be back and better than ever.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

What You Will Learn in This Episode:

• The benefits of project management software
• Taking your time learning new systems and software
• The signs an agency is ready for a PM software
• Questions to ask yourself before choosing which product is best for you
• Why capacity planning is the most important factor for choosing a project management software
• How to recognize if you’re using the wrong tool
• Training your project managers to use a new tool
• Setting up a project management tool to automate recurring tasks
• Considering the internal and external integrations of a PM tool that are necessary for your agency
• Finding a tool that your team is willing to adopt
• The most common mishaps with picking a project management software