Switching Project Management Tools: Navigating the Transition in Your Agency

In Episode 116 of our podcast, I (Matt Levenhagen) take you on a journey through the process of considering a switch from Trello to ClickUp as the project management tool for my growing agency. With a larger team and multiple roles to manage, I discuss the importance of finding the right tool to streamline operations and improve overall efficiency.

Throughout the episode, I share the key steps I follow when evaluating and transitioning to a new project management system: identifying the problem, researching and evaluating potential solutions, involving the team in the decision-making process, and planning for a smooth transition. I also emphasize the importance of being prepared to revert to the previous tool if the new one doesn't live up to expectations.

Whether you're facing a similar decision or simply interested in improving your agency's project management, this episode offers valuable insights and practical advice from my personal experience. Stay tuned for a potential follow-up episode where I will share the outcome of my decision and any lessons learned along the way.