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Project Management at Threesides, Current Platforms (July2020), Future…
Project Management at Threesides
Scope
:check: Currently Using Regulary
Proposal (Proposify)
Description (PWF)
To-Do (Basecamp)
:red_cross:To Avoid
Emails Only (Outlook)
Chat Only (Teams)
Calls/Meetings Only
Time
:check: Current and Using Regularly
Time (PWF)
Calendar (Outlook)
Kanban (Basecamp)
Cost and Procurement
:red_cross:To Avoid
Emails Only (Outlook)
Chat Only (Teams)
3rd Party Expenses on Threesides Cc
:check: Current and Using Regularly
Quoted, Invoiced and Messages (PWF)
Budget Sheet (GDS)
Project Health (GDS)
Tracking Categories (Xero)
Expenses (PWF and Xero)
Invoicing (Heartbeat and Xero)
Quality and Risk
:star: Wish List
OneView (in progress)
Improve Integration
:check: Current and Using Regularly
Project Checks (GDS)
Password Management (LastPass)
HR
:check: Current and Using Regularly
Staff and Manager allocation (PWF)
Time Summary/delivered (PWF)
Billing Reports (PWF)
Project Health GDS, Filtered by Manager (GDS)
Monthly Checkin (GS)
Meetings: Forecasting, scheduling and Team (e.g. MD)
:star: Wishlist
Billable hours report (GS)
Comms (internal)
:check: Current and using regularly
Group Emails (Outlook)
Channel Chat (Teams)
Message Board and To-Dos (Basecamp)
Handovers (GS)
Handovers and Training (Teams Recorded)
Project - Source of Truth (PWF)
Password Sharing and Management (LastPass)
:red_cross: To Avoid
Personal Emails (Outlook)
Personal Chat (Teams)
Client (stakeholders)
:check: Current and Using Regularly
Group Emails (Outlook)
To-Do's, Message Board and Kanban (Basecamp)
Calls and Meetings (Actions Recorded)
Training (Teams Recorded)
Approvals (Hootsuite, Emails and GS)
:warning: Intermittent Use
Minimal Text Comms
:star: Wishlist
Secure channel chat (Teams)
Integration
:star: Wish List
Internal (oneView and Microsoft)
External - Microsoft (Comms and Progress), GDS (Report and Evaluation).
:check: Current Using Regularly
File Sharing
Dropbox
SharePoint
Teams
File Explorer (Syncing)
OneDrive
:warning: Intermittent Use
CRM
Zoho (intermittent use for sales only)
Xero (accounts only contacts)
PWF (Inconsistent Project Contacts)
Current Platforms (July2020)
Basecamp
ProWorkflow (PWF)
Xero
Outlook
Proposify
Google Data Stuido (GDS)
Google Sheets (GS)
Teams
SharePoint
Server
File Explorer
HeartBeat
Zoho CRM
LastPass
Dropbox
Tim's Laptop
Vimeo
Hootsuite
OneDrive
Future Projects
(July2020)
Tim's Laptop (Sync to Dropbox/SharePoint)
Secure Teams chat with clients
Server (moving to the cloud)
Dropbox (SharePoint, pending $)
Hootsuite (Loomly testing)
GDS Template update
Zoho CRM (?PWF)
Proposify (? Is there something easier)
Basecamp (Teams via Planner)
OneView
Heartbeat (GS and GDS)
HOLY GRAIL
TEAMS
Budget Management
Time Tracking
Files (SharePoint)
Comms (Clients)
To-Do (Planner)