Whether you are a small business or just starting out, one of the most important things to consider when working on projects is to find the right tools, techniques and management software. This will help to ensure your work is monitored, up to date and completed efficiently. Especially if you are a part of a B2B business, you will have quite a lot of deadlines to meet for your clients. Using a project management tool that can help with this will not only keep your clients happy, but it will also show others that you are reliable and well-organised with your work.
Here's a few things to consider when looking for the right project management software for your business:
Easy-to-Use User Interface
It is crucial that the user interface within your chosen project management software is easy to navigate and provides your team with fast loading speeds and updates. This is one of the main factors when dealing with client work as you will need to be efficient with completing projects. Without an easy to use and quick interface, it will be difficult to meet your client's targets.
To ensure you can complete tasks as quickly as possible, you will need a software that is easy to learn just as efficiently. Does the tool have good tech support if you need it? Are there tutorials or training guides that you can watch to help you learn more quickly? There's nothing worse than trying to organise your work and complete projects for clients all while tying to understand what should be a basic project management system.
As well as this, the tool that you decide to use should also have good functionality in order to provide you with a simpler working experience. This should include:
- Customisable features
- Alerts, notifications
- Plenty of storage for logo images, text files, etc
- Chat options, file sharing features
- Areas to improve knowledge, FAQs page, training materials
- Ability to handle both simple and complex projects
As much as project management tools are great for small, starter businesses, whatever platform you choose should always be capable of allowing for company growth. Whether that means the size of projects you take on or the number of clients you acquire. Similar to this, the tool should also be affordable with scalable options available in case of team expansion.
You may need to link some projects of information to other digital platforms such as Google or Microsoft. Because of this, it is important to make sure the platform you choose can integrate with these websites.
Some other key features that you should look out for include:
- Team collaboration
- Real-time updates, team commentary
- Scheduling, billing features
Based on the information we have listed, here are a few project management tools that we would recommend: