Detailed Review of Project EMC2, a Project Management Tool

Project EMC2 is a free project management tool available on the Microsoft App Store. It is geared towards managing software projects and contains good task, requirement, risk and issues management functionality. It is available as a desktop or cloud-based solution. Project EMC2 is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Project … Continue Reading

Scrum Master, Get Over Yourself

Scrum master, get over yourself. That goes for project managers too. You are the least important person on the project, so act accordingly. I know of what I speak. I’ve been running IT and consulting projects for over 30 years and definitely have been full of myself during my career. Eventually, I realized that while … Continue Reading

Detailed Review of Basecamp Project Management Tool

The Basecamp project management tool is a low-cost, beautifully-designed, cloud-based, to-do list and Kanban board. It would be ideal for a small IT development team. However, it is lacking the project management functionality required for a large or complex project. This post reviews Basecamp against 200+ project management software requirements on a downloadable spreadsheet. Basecamp … Continue Reading

Detailed Review of Microsoft Project For The Web

Microsoft’s Project For The Web (PFTW) is a very light cloud-based project scheduling tool. It should only be considered by the most cash-strapped businesses already using Microsoft products. This is because, it has very limited collaboration, resource and cost management functionality and only costs slightly less than implementing the integrated Microsoft Project Pro and Project … Continue Reading

Detailed Review of Wrike and Salesforce Integration

This post reviews the Wrike functionality provided to integrate Wrike with Salesforce. This is supplemental post to the detailed review of all Wrike functionality. Wrike/Salesforce Integration Summary Findings Wrike provides multiple standard integrations with Salesforce. They boil down to three main integrations: Here is Wrike’s overall project management functionality score which is based on the … Continue Reading

Detailed Review of Wrike

Wrike Pinnacle is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Wrike Pinnacle is scored overall and for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes. Wrike Summary Findings Wrike has come a long way since I … Continue Reading

Detailed Review of Asana for Salesforce

The Asana for Salesforce integration tool is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Asana for Salesforce is scored overall for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes. Asana for Salesforce Summary Findings I can’t … Continue Reading

Detailed Review of Arrow PSA Salesforce App

Arrow PSA Salesforce app is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Arrow PSA is scored overall for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes. Arrow PSA Summary Findings Unfortunately, I couldn’t find any key … Continue Reading

Using Smartsheet with Salesforce for Project Management

Smartsheet is reviewed against 250+ project management software requirements on a downloadable spreadsheet. The review is conducted with the intent of using Smartsheet as the scheduling tool integrated with a Salesforce project management solution. The problem is, I couldn’t come up with a valid use case for such an integration. There are better options available. … Continue Reading

Detailed Review of Projecleo Salesforce Project Management App

Projecleo is reviewed against 250+ project management software requirements on a downloadable spreadsheet. Projecleo is scored overall for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes. Projecleo Summary Findings Projecleo is a very simple Salesforce-native professional services automation (PSA) tool. … Continue Reading

Best Salesforce Project Management Scheduling Tools

Thirteen Salesforce project management scheduling apps were evaluated against 200+ requirements, the top four tools are reviewed in detail. The detailed review highlights the key differences between the apps. Additional research can be performed by accessing individual detailed reviews of each app, and downloading the spreadsheet listing the 200+ requirements. All of these scheduling apps … Continue Reading

Best Salesforce Project Management PSA Tools

This post compares what I consider the four best Salesforce professional services automation (PSA) tools: Certinia, Kantata, Mission Control and Precursive PSA. I evaluate the four PSA tools against 200+ project management requirements and highlight the key differentiators between the tools. You can also download the scoring spreadsheets for the four PSA tools to apply … Continue Reading

Detailed Review of Certinia Professional Services Cloud

Certinia Professional Services Cloud (PSC) is reviewed against 200+ Salesforce project management software requirements on a downloadable spreadsheet. Certinia PSA is scored overall and for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes. Certinia PSA Summary Findings Certinia PSC is … Continue Reading

Detailed Review of Precursive PSA Salesforce App

Precursive PSA is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Precursive PSA is scored overall for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes. Precursive PSA Summary Findings First of all, Precursive has four product offerings … Continue Reading

Detailed Review of Precursive OBX Salesforce App

Precursive OBX is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Precursive OBX is scored overall for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes. Precursive OBX Summary Findings This is a detailed review of the Precursive … Continue Reading

Detailed Review of Projectivity Salesforce Timesheet App

Projectivity is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Projectivity is scored on the cost management and resource management processes. This post provides a summary of the key strengths and weaknesses for both of the processes. Projectivity Summary Findings Projectivity is a Salesforce timesheet app by Atachh available on the Salesforce … Continue Reading

Detailed Review of Salesforce Professional Services Automation App

Salesforce Professional Services Automation (PSA) is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Salesforce Professional Services Automation is scored overall for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes. Salesforce PSA Summary Findings The Salesforce PSA … Continue Reading

Detailed Review of Resource Hero Salesforce App

Resource Hero Resource Hero is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Resource Hero is scored only for resource management out of the ten project management processes. This post provides a summary of the key strengths and weaknesses for the resource management process. Resource Hero Summary Findings This is a detailed … Continue Reading

Detailed Review of Varasi Program Management Salesforce App

Varasi Program Management is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Varasi Program Management is only scored for the communication management process out of the ten project management processes. This post provides a summary of the key strengths and weaknesses for the communication management processes. Varasi Program Management Summary Findings The … Continue Reading

Detailed Review of DayBack Salesforce App

DayBack is reviewed against 200+ project management software requirements on a downloadable spreadsheet. DayBack is scored overall for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes. DayBack Summary Findings This is a detailed review of the DayBack Salesforce project management … Continue Reading

Detailed Review of Neilon Project Management Salesforce App

Neilon Project Management is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Neilon Project Management is scored overall for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes. Neilon Project Management Summary Findings Neilon Project Management app is … Continue Reading

Detailed Review of Inspire Planner Salesforce App

Inspire Planner has the most robust scheduling functionality among the Salesforce project management tools I’ve reviewed. It has the same base scheduling functionality as Microsoft Project. It only lacks some of Project’s work effort scheduling and resource load leveling functionality. Inspire Planner was reviewed against 200+ Salesforce project management software requirements on a downloadable spreadsheet. … Continue Reading

Detailed Review of Mission Control Salesforce App

Mission Control is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Mission Control is scored overall and for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes. Summary of Findings Overall, Mission Control (MC) is incredibly detailed. I … Continue Reading

Detailed Review of Salesforce Project Management Tool (PMT)

Salesforce PMT is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Salesforce PMT is scored overall and for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes. Summary of Findings If you are looking for Salesforce’s equivalent to … Continue Reading

Detailed Review of Cloud Coach Salesforce App

Cloud Coach is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Cloud Coach is scored overall and for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes. Summary of Findings Cloud Coach is primarily a professional services application … Continue Reading

Detailed Review of Salesforce Agile Accelerator App

Salesforce Agile Accelerator is reviewed against 200+ project management software requirements on a downloadable spreadsheet. Salesforce Agile Accelerator is scored overall and for each of the ten project management processes. This post provides a summary of the key strengths and weaknesses for each of the processes. Summary of Findings Salesforce Agile Accelerator is dedicated to … Continue Reading

Helpful Project Management Software Selection Spreadsheet

A downloadable Excel spreadsheet with 200+ project management software requirements that can be used to perform side-by-side fit/gap analysis of six apps. Over the years, I’ve helped clients select project management software, and more recently, I was planning the build of my own Salesforce project management app called Project Lifecycle Pro. I thought I’d share … Continue Reading

Salesforce Project Management Tool (PMT) vs. Project Lifecycle Pro

This is a comparison of Salesforce’s Project Management Tool (PMT) vs. Project Lifecycle Pro (PLP) which are both available on the Salesforce AppExchange. PLP is the app I recently built and I wanted to understand how PLP compared and plan future improvements. I thought I’d share my analysis to save others time in evaluating Salesforce … Continue Reading

The Unvarnished Truth About Project Lifecycle Pro’s (PLP) Technical Design

The technical details of Project Lifecycle Pro (PLP) for the reader who is Salesforce and IT savvy. The target audience is a Salesforce admin/developer, or an IT manager/analyst that is exploring building Salesforce-native project management capabilities within their company. Particularly, if management is interested in a consolidated view of projects or are interested in establishing … Continue Reading

Springman Consulting is Now a Salesforce ISV Partner

Springman Consulting has joined the Salesforce ISV partner program to create project management applications on the Salesforce cloud platform. The first application is Project Lifecycle Pro (PLP) and is now available on the Salesforce AppExchange. Project Lifecycle Pro is a Salesforce project management app enabling the planning, management and reporting of a company’s projects through … Continue Reading

Project Charter Guide and Free Templates

A guide to project charters with free downloadable templates. Includes a Microsoft project charter for large projects and one for small projects. The project charter is simply the “charter” (e.g. contract) between the project team and management to ensure everyone is on the same page. The project team is agreeing to deliver the business case … Continue Reading

Managing Your First Software Project

The first in a series to help you manage your first software project, written by a thirty-year project management veteran. You are an up-and-coming superstar in your company and thus, you’ve been assigned to lead your first software project. Maybe, it is upgrading a financial system package, building a new website, or selecting and implementing … Continue Reading