Monthly Archives: April 2014

Consider using a collaborative Project Management tool for SaaS implementation

Online Collaborative Project Management tools for SaaS implementation projects

SaaS tools are easy to access for all team members from the beginning of the implementation project. As they are deployed on the Cloud they can be accessed and shared with all members who will be part of the implementation project. Choosing the right Project Management tool can speed the project timelines, avoid reworks and ensure project deliverables meet initial requirements.

As SaaS solutions are frequently implemented based on Agile project methodologies it is recommended to use Collaborative Project Management tools. Agile concept focuses on project outcomes which are improved iteratively and requires fast and efficient communications when planning and tasks are reviewed.

Collaborative PM tools

There are many Collaborative Project Management tools on the market. It is important to check for some basic features:

  • All PM data for project planning must be accessible and editable online including the Gantt chart view
  • Personal Project Dashboard with summary of tasks assigned to each individual team member
  • Project settings must include access customizations to filter relevant data and tasks for each Team members
  • Notes, comments and documentations should be available on the task level
  • Tasks should be assigned to virtual resources during early planning phase and must be easily assigned when team members are on boarded
  • Billing rules can be defined and time sheets can be exported easily in common formats (CSV, XML…)
  • Reporting capabilities with integrated communication features for team members and external stakeholders

Some Collaborative PM tools

In 2014, more firms will move to cloud-based project management tools to support scheduling and collaboration. Innovative tools like LiquidPlanner, AtTask, ProjectManager.com, Wrike, and Gantter have useful project scheduling tools that are direct competitors with Microsoft Project. In 2013, Microsoft’s Project Online with Office 365 also introduced improved web-based scheduling with its flagship product. LiquidPlanner and AtTask have improved their project scheduling features to provide different ways to develop and manage a project schedule collaboratively.

Innovative project scheduling with LiquidPlanner

LiquidPlanner has very innovative features to plan and track project tasks. Most PM tools use start- and end-dates to plan activities and tasks. LiquidPlanner uses Effort Based Estimates combined with “Deadline” and “Delay until” dates and builds the project plan for you. Effort Based Estimates is assessed with a minimum and maximum duration (in minutes, hours or days) respectively the “Best case” and the “Worst case”. You can also determine the “Daily limit” in hours per day to plan your tasks more precisely.

LiquidPlanner is then planning Expected Start- and End-dates for you.

Here is how the task bars are displayed:

Task bar

Task bar

The “Finish [E]” is the earliest end-date of the task calculated by LiquidPlanner.

The below screen shows the work Effort Estimation with “Best case” and “Worst case” estimates:

Liquid Planner Effort Based EstimationHere is a general project planning with Gantt view :

Liquid Planner ProjectThere are many data to manage a task :

Screen 1

Liquid Planner Task DetailsScreen 2

Liquid Planner Task Details 2Screen 3

Liquid Planner Task Details 3This is the LiquidPlanner Homepage for a user :

Liquid Planner Home PageThe Timesheet review screen :

Liquid Planner Timesheet ReviewThe Timesheet data export view with billing info :

Liquid Planner Timesheet Export with billingHow you can setup the billing rules :

Liquid Planner Billing RulesAnalytics and reports :

Liquid Planner Report Tasks

Want to see how the benefits of estimating in ranges and integrating risks easily?

See this video on Liquidplanner site:

Liquidplaner video

Or use this link:

http://www.liquidplanner.com/support/articles/estimating-in-ranges/

User experience has been improved for viewing and editing historical data in Employee Central module (SuccessFactors).

This is the general screen for Job Information history. As you can see the historical rows are shown at the left of the page at the same time then one detailed row beside. Users can easily switch from one row to another. All data changed in one historical row are mentionned directly in the history list.

Historical data SF V3
History data for Job Information
(1) List of all historical rows with summary of changes
(2) Selected historical row
(3) Effective date of selected historical row with all data

New data for a given historical row are in blue color and you can identify the previous values (with strike-through formatting). SF Job InformationHere the Job Information section with a Job Title change.

 

 

Data are identified with a comprehensive and customizable field label.

Field names, value names and codes.

Field names, value names and codes.
(1) Field names
(2) Value names
(3) Value codes

Values are shown with their value name and respective value code (in bracket) if controlled by a value list table or simply their value content (if text or numerical).

 

 

 

SF take action history V3For each historical row the “Take action” link allows you to correct the data, delete the row and review the approval History.

 

Here is an example of the “View Approval History” screen: SF View approval history V2

 

 

 

 

 

 

 

 

 

Insertion of new row is easy with the “Insert New Record” button: SF insert new record in history v4

 

 

 

 

When editing a new record you are always having reliable comments like the one below about position that should be held by only one person at a time. Previous values are shown when altering a field.SF Reclass event with comments and changes V4