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How do you keep your marketing team and entire company on the same page with projects, specifically activity reporting?
We are currently using Trello
Just my 2 cents - I suppose you could maybe try a combination of Trello and Slack. I have also seen some companies just using Office 365 to improve the efficiency of their team's task management and communication. How effective the tool is, would depend on what level of tracking and reporting you specifically need.[Sometimes companies get carried away and use too many tools, which by itself creates problems in productivity.]
All the best Kim
Thanks for your input Vivek! We are a remote company so we are trying to balance tools. However, we are seeing blindspots in communication specifically with marketing projects and the rest of the team. Appreciate your help!
My pleasure Kim. In most companies, employee attitude is a major factor. You can only try to provide the tools as a resource, but it's effectiveness really depends on how well your employees use the tools. So, maybe you can try to have a discussion with your employees and make them aware of how important it is to make regular updates regarding their work. Also, you could try having a scrum call daily or, make your employees send you a standardized excel file which just mentions the employee name, activity and project status. I know it may seem too basic, but sometimes keeping it simple may make things more efficient. The learning curve associated with most tools sometimes acts as a deterrent for employees, and hence the tool becomes ineffective.
Hope you are able to sort out your issues soon. all the best
Slack and email is critical for communication. Every week, my team writes three things they're working on in a Slack channel for transparency. In terms of projects, we use Percolate for campaign management and campaign briefs. Every campaign has tasks and everyone knows what they're supposed to be working on. I suppose you can set up something similar in Asana or Trello.
Not to sound opportunist but we use our own tool - Projects.
All of our growth initiatives are captured within there starting from objectives - which ideas map to those, which ones are being tested, have been analyzed and so on.
Everyone on the team has visibility to every stage of any given growth initiative.
We've also integrated with Slack/Hipchat so that every time there is a change in the status of an idea/test or someone leaves a comment, an update is sent to a dedicated channel. Any conversation/collaboration that needs to occur happens within the context of individual idea/test cards.
No worries, I have been looking into Projects over the past few days ;) Thanks!
Kim, I have used Trello, Redbooth and Assembla in the beginning while I was working with a startup firm. But all these software had their limitations and flaws. Trello is very basic, Redbooth is a step above it and Assembla is too cluttered. I would advise going with either Asana or TaskQue. You can check their websites for further clarification on the subject.
Looking into TaskQue now, thanks!
We've been using a combination of Slack and Basecamp. Slack is for our conversations and group work, as well as managing training resources. We assign and track workflow with Basecamp. We've used Trello before as well, which has been successful for some jobs.
We were earlier using Google Sheets, but it turned out to be an epic fail as the activities grew.
We now use Google Sheets to come up with a high level quarter plan with what all we want to achieve and then translate that into projects and individual tasks with owners onto Asana.
We also use Slack to keep track of day to day communications.
For marketing/sales automation we use a mix of Hubspot + Salesforce + Engagio + Yesware
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