The Project Management industry is very document driven, and having access to the best tools is half the job. Here are our top 4 tools that every Project Manager or trainee should be using. Below is a sample of some of the tools we use daily to keep our Project Managers on track with clients and lead times plus invoicing and customer relationships.
Accounting is a vital part of every business and getting bogged down in invoices and contracts can be a very daunting task. One of the best things we invested in was the up and coming account software firm Xero. Xero is a web based accounting software that allows you to carry out all of you’re accounting requirements on the fly, this includes the use their iPhone & iPad app for adding expenses and sending invoices on the move.
2: CRM Customer Relationship Manager
Keeping track of your customers and recording notes and calls is a huge requirement and being able to add these against a customers name is something we use daily. Capsule CRM is our preferred choice for number of reasons, not only does Capsule integrate with our Xero account it also links in with our Outlook and Mac Mail by bcc’ing emails to a dropbox account which then detects the recipients address or name and adds the email to the applicable person in Capsule, Genius!
3: Microsoft Project
We have been using MS Project for a very long time now and this is something that very PM should be using for every single job, allowing for forecasts, schedules resources, gives realistic cash flow forecast and practical completion dates to name a few. Having the one location to update job progress and being able to notify the client is a great tool, not only for us but the client is always kept up to date.
4: Drafting & Engineering
Drafting is one of the single most important things in not only the Project Management industry but any building industry, being able to show the client a visual concept but an accurate drawing is extremely important. Having used AutoCad for almost all our projects it allows us to hand straight over to the construction teams exactly what we require, where it’s required and its location.