Chester Clark Yee

COMPARATIVE REPORT ON PROJECT MANAGEMENT SOFTWARE A brief research on the best Project Management Software based on the established requirement. PROJECT MANAGEMENT WITH INTEGRATED SUBSYSTEMS CHESTER CLARK YEE Consultant Comparative Report The table below shows the comparison of Project Management software and other requirements as prescribed. For the first column, indicates the requirements, and the succeeding columns are indications whether the feature requirement is available per tool. Each tool is being tested by signing up for a free trial. While some, if not readily available on trial, are found under support pages of the website, and or frequently asked questions. The pricing assumed on this research are all on Standard Business Plan, as it suggested the most available feature per tool based on requirement. ASSUMPTIONS: Based on the identified requirements, an integrated management would be a nice to have if all features are available in one complete setup without having the need for another management software. It is assumed that some workflow on this setup is inter-dependent, hence the need for an integrated setup. (Summary below table) Monday Teamwork Slack Asana Bitrix24 Podio Basecamp Trello Jira Zoho Project ✔ ✔ ✔ ✔ ✔ ✘ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✘ ✘ ✘ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✘ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✘ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✘ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✘ ✔ ✘ ✔ ✘ ✔ ✔ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ File Management 1. Version Control 2. User Access Management 3. Ability to associate files with various objects such as customers, contacts, or projects ✘ ✘ ✘ Google Drive Only ✘ ✘ ✘ Google Drive Only ✘ ✘ ✘ Google Drive Only ✘ ✘ ✘ Google Drive Only ✔ Built in Telephony ✔ ✔ ✔ Built in File Storage ✘ ✘ ✘ ShareFile Integration ✔ ✔ ✔ Built in File Storage Google Drive Only Google Drive Only Google Drive Only Google Drive Only ✘ ✘ ✘ G Drive / Dropbox / Box / OneDrive G Drive / Dropbox / ✘ ✘ ✘ G Drive/Dropb ox 4. ✘ ✘ ✘ G Drive / Dropbox / Box / OneDrive G Drive / Dropbox / G Drive/Dropb ox Built in File Storage Project Management • Task Management 1. Ability to have tasks that are associated with each Work Order (project), i.e. not one big general task queue 2. Due dates and reminders / alerts 3. Priority Levels 4. Ability to associate tasks with different queues 5. Ability for one user to create a task for another user 6. Email alerts 7. Auto-generated tasks based on precedents. • Logging Notes • In the absence of a full file management system, the ability to ✔ ShareFile Integration • • • • • • • • • upload documents to a work order (project) Collaboration tools like instant messenger and chat rooms Email Tracking Workflow Management 1. Target-driven Date 2. Ability to see the estimated completion date based on the current state of the project 3. Ability to perform phases out of order. Some phases can be performed in parallel, and others can be completed before they are actually needed. 4. Ability for management to quickly see which phases have not been started, which phases are complete Work Queues Email Integration with Project Management Knowledge Base Customizable Report & Dashboard ERP Type Functionality 1. Vendor Database 2. Issue Purchase Orders 3. Vendor Invoice Management 4. Tract Cost and Profit for each Project 5. Create Customer Proposals 6. Quick Books Integration 7. Estimating Tools (Costs Centers) Miscellaneous 1. Hubspot Integration (CRM) 2. Integrate Employee Time / Productivity Tracking ✔ ✔ ✘ ✔ ✔ ✔ Box / OneDrive ✘ Box / OneDrive ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✔ ✔ ✔ ✔ ✘ ✔ ✔ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✔ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✔ ✘ ✘ ✘ ✘ ✘ ✔ ✔ ✔ ✔ ✘ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✘ ✔ ✔ ✘ ✘ ✘ ✘ ✔ ✘ ✔ ✘ ✘ ✘ ✔ ✔ ✔ ✔ ✔ ✘ ✔ ✘ ✘ ✘ ✘ ✘ ✔ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ Export Invoice only ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✔ ✔ ✔ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✔ ✔ ✔ ✔ ✔ Quickbooks Online Integration ✔ ✘ ✘ ✘ ✘ ✘ ✔ ✔ ✔ ✘ ✘ ✘ ✔ ✘ Migration ✔ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✔ Price $70 / Mo (5 UsersPro) $15 /Mo (5 Users Min)-Pro $6.67 / month $24.99/M o / User (Business Plan) $99/Mo / 50 Users (Business Plan Standard) $24/Mo (Premium) $99/Mon $9.99/Mo /User (Business Class( $14/Mon / User (Premium) $100/Mo/ 20 Users (Premium) SUMMARY Choosing the best project management software can be tricky and confusing. There are widely available project management software to choose from whether cloud based or on-premise/self hosted. KANBAN A KANBAN System is a scheduling system where it can manage work/tasks based on boards which moves from one section to another. Just like a post-its in a column. MONDAY, ASANA, TRELLO, SLACK, BASECAMP works in a KANBAN model where you can work with boards. Working with boards, may not be as fancy as what the sample excel file (Project Worksheet) where tasks automatically moves as indicated in the sample file. Some however may be visually appealing & intuitive. GANTT GANTT Chart however, is a visual representation of task with respect to time. It also shows dependencies visually and thus, rather simplified when moving tasks on a different time frame. The sample excel file works best on this case. BITRIX24, ZOHO Projects, TEAMWORK also works in GANTT Chart. Some can also be viewed by both Kanban & Gantt. Jira on the other hand, is best used for software development, as it was built for. Zoho Projects also has similarities with Bitrix24 but lacks the functionality that Bitrix24 have such as Telephony, desktop version, and many more. Podio on the other hand, is also customizable, it has also a powerful integration platform. However, the organization of the projects are based on workspaces, and are listed as items on the page. In general, podio projects is not easy to track, but has a wonderful workflow integration and automation tools. CONCLUSION The overall impression of bitrix24, considering the set requirements stands above all others. As indicated on the checklist, it has all of the features that is required. Although, some required features are deemed with lesser priority but bitrix already has it all. RECOMMENDATION After considering the requirements, feature availability, platform, BITRIX24 Cloud based edition is RECOMMENDED. Cloud based edition keeps you from worrying about maintenance cost of servers and other factors required for upkeep of the service.