Seeking a Perfect Online Project Management Tool

For the past week, every spare moment has been dedicated to the search for my own personal Holy Grail for my entrepreneurial business … A project management tool for the freelancer who collaborates with others.

Sounds simple, doesn’t it? I’ve reviewed dozens (literally) of the options currently available. From the over 60 options I’ve seen, I’ve narrowed them down to just a few and then gone searching again over and over.

When I discovered Worketc.com, I started rethinking what I’d like this project management tool to do. I thought that maybe there was an “all-in-one” option out there that would replace all the little web-based apps I have started to use as well as the others I’m still seeking and/or evaluating.

Worketc.com has almost everything I want… close, but no cigar. I may have to settle for it, but before I’m willing to “settle” for anything, I wanted to define exactly what I want and search one more time.

In a perfect world, I’d be able to find a system that has all the tools I need to work more efficiently (from anywhere) the way I already work. I am no longer willing to change the way I work, the service I offer to facilitate the tools I use. Enough of that already!

With that in mind, I’ve created my “wish list” in two parts. One part is “Must Have” items and one part is the “it sure would be nice” list the third portion is me dreaming a bit, but still…

The program must have:

  1. Simple intuitive interface
  2. Tasks list that is sortable by project and by assignee
  3. Email notification of assigned and completed tasks
  4. Quick glance of latest activity on each project
  5. File uploads area
  6. Meeting notes area
  7. Client login
  8. Ability for clients to see progress
  9. Client task list that they can check off

Would be nice:

  1. Internal email
  2. Contacts Management Database
  3. Journal function
  4. Searchable Notes area
  5. Ability to create tasks via email
  6. Timer (punch clock) and time sheet
  7. Simple invoicing
  8. Simple accounting
  9. Multiple calendars (for each involved party, listing their tasks)
  10. Ability to import calendars into Outlook and to subscribe in gCal

In a perfect world:

  1. An offline option that syncs with the online option
  2. Interactive whiteboard area for visual tools when meeting with clients
  3. Ability to upgrade to self-hosted on my server
  4. VOIP option built in for use with client and collaborative meetings
  5. Ability to record and store whiteboard/telephone/webinar meetings in the project file area
  6. Ability to host up to 20 people for a webinar
  7. Ability to backup to/use from a thumbdrive
  8. Skinnable and brandable
  9. Logon widget for wordpress for clients to use from my website

I’ve said for some time that my business really isn’t that complex, and it isn’t. A tool like this would meet most of the needs I have in an easy-to-use, customer-friendly and portable option.

I love CashBoard for my timer, invoicing and simple accounting online. I’d like it even better if I could merge those features into an all-in-one freelance solution like this to work from anywhere. I can imagine the day when I would only need to find a computer with a browser to work from anywhere, and then could sync that data with my own freestanding version daily at my own computer as an “onsite” backup.

With that freestanding version, I could also continue working even if the Internet was down or unavailable or otherwise “wanky” and then sync the next time I connected. Wouldn’t that be nice?

Today, I’m back to the drawing board again. Now that I’ve finally reviewed enough to know what’s available and have considered more thoroughly what I need, what I want and what additional features would make it a “silver bullet” for my business… I need to try to find what will most closely meet my specs.

After the third round of shorting, I have a list of ten (some free, some paid) including (in no particular order):

But I may go back to the proverbial drawing board again. None of these offers everything I want, and many only offer a small number of the items in my “must have” list. The weekend is still young.

By the time this weekend is over, I’ll have found a workable solution — even if I can’t have all my desires filled by a single option. I’ll review again and pick the best of the lot and get my data settled in a new home. I’ll let you know what I find.

In the meantime, if anyone has a suggestion that will satisfy my list, I’d LOVE to hear from you!

Using Technology to Find New Favorites

I’m loving Pandora. I really am. I like “discovering” new music that comes pre-matched to my musical tastes. It never gets old and there’s always some new artist, style or song to enjoy. If you haven’t tried it yet… go … do it. Now.

I have also found a literary version of the same “database analysis approach” to recommending new things to try, it’s called WhatShouldIReadNext.com. So if you want to get some qualified recommendations for your next book, give it a whirl.

Once you find the book you want to read, why not read it in the same way NetFlix lovers watch movies? Check out BookSwim, it’s the NetFlix of books. If you prefer to read your book recommendations online, why not try DailyLit – and read the books you want in “bitesized” pieces via email or RSS. That way, you can read it on your cell phone/smartphone as easily as on your computer monitor. (Try on one of the free titles for size before committing to buy.)

My Take: Local vs. Web Based Information

I’m a control freak. This means that I like having my stuff in my possession. It also means that this new wave… this new push to put everything on “web-based” apps on someone else’s servers… makes me a little nervous.

On the flip side, having a hard drive crash makes me a LOT nervous. Redundant drives with full backups help — but they don’t prevent that horrible sinking feeling and the quick, rabbit like thoughts of “what files have I touched since the last full backup?!?!?” when a hard drive burps.

Web based data eliminates that. It also eliminates the need for data storage expenditures (which cost me almost as much as my computers do each year). It eliminates all the cords strewn from the UPS (uninterrupted power supply) hogging the leg-room under my desk and those snaking across my desk to plug into the powered USB hub behind my monitor. Want to know a secret? Wires make me crazy. I hate them.

I’ve seen with the iPhone how the web-apps can be pretty nice indeed — so long as I have a connection to the Internet. All is lost when the edge network isn’t available.

Web-apps also eliminate the need for program installation (and reinstallation when you buy a new computer or do a complete re-gen on an old computer) and it would also prevent the cross-operating system incompatibilities I’m experiencing now as I make the transition to Linux. It lowers the operating cost for computers because it takes less powerful computers to run the higher-end apps when all the “heavy lifting” is being done server-side. There are fewer “software upgrade” costs and you are always running the latest version (even if the previous version was better, I should add).

It makes sense to have someone else take care of my stuff. It means I worry less, have more fun, do less work…

Or does it?

Maybe, like the old quote about those willing to give up freedom (read control) and privacy to gain security end up with neither.

I don’t want someone else to have access to all my “stuff” — even if that means I have to maintain it all myself. I know there must be some happy medium between what I do online and what I store offline. I’m trying to find that “sweet spot” but I’m having real battles with it.

I love Google Docs and Zoho Docs and all those look-alikes — they offer a great concept. But would I do mission critical, sensitive client work on it? Nope.

I also like Basecamp. It’s a great online tool. I use it with a partner to outline our next steps in a joint venture. Do I feel comfortable having all our stuff online? Not really. It’s convenient. It’s nice to know that both of us can gain access to this information at any time from any location. And, yes, I’ve read the privacy policy.

Can I be frank? Although I recommend that all my clients have a privacy policy — and only speak the truth in it, I still don’t really trust privacy policies on websites. I’ve written dozens of them and I’m a skeptic. I know they are only as good as those people who write them and those responsible for insuring the company follows them. There are too many variables there.

Yes, I enjoy the ability to do my banking online, but I’ve not quite managed to get comfortable with doing my books online. I have the urge to simplify my books — it’s more of a compulsion, less of an urge actually. I hate QuickBooks — online or offline. Despise it. I want to investigate FreshBooks online. It looks great, but I just can’t bring myself to do that yet. It seems too much like walking down the street in a sheer nightie — yeah, I may be covered, but how much effort would it really take to see all my “stuff” if you were really looking?

As I make the changes in my business model that are currently underway, I may become a bit more comfortable with the online world. I may have to. There may be no option soon.

I love the Internet. I love working online. My computer is (usually) my best ally and coolest tool in my business and creative endeavours. But my sense of individuality is threatened when I consider the ways my data can be taken, shared, hi-jacked, damaged, destroyed or lost.

Maybe the solution is to harbor less data and I am “cleaning up” my data files and my extra redundancies and old versions as I sweep through the new business data system I’m building. Maybe the solution is to share more freely and worry less. Perhaps I should follow the herd toward a web-based world — and I may eventually do that — but right now, I’m still sitting here with crossed arms shaking my head no.

Web apps have their place. I know this. And I don’t really have a problem with the apps being web-based. I have a problem with the data being there too.

I know that the best solution for mobility and for the non-tech users in the world is a web-based application mecca. I know that the hard drive space on the mobile devices can go way down when web-side data storage is implemented. I get it.

I’m just not sure I want it yet.

In a perfect world, the web-based apps would have a local computer-based backup app that would let you read and manipulate all the data files created in the web applications. (Having all my stuff in OneNote during this switch over to Linux has turned me against “proprietary formats” forever.) The data would be stored locally — or at least backed up to a local drive (fully encrypted from the web application of course).

That way, your information would never be held hostage, or held in a format that you can’t read or append. And I wouldn’t have this “sinking” feeling whenever I consider letting my critical data get out of my sight.

I guess I’m just not a trusting person. (*shrug*) So be it.

Software Essentials for Freelance Outsourcing

I’ve been looking for a Linux alternative to my current, beloved, timer program. Although I’ve not found what I’m looking for there, I have found a couple of fantastic resource lists that I’d like to share. They are lists of 100 software options for the “mission critical” stuff all remote professionals need. Lots of options here, and I’m seriously considering a couple of the web based versions to meet my needs rather than locating Linux friendly programs for everything.

I have always hesitated to have my mission critical stuff on web-based apps — but I’m beginning to embrace it. I’m using Basecamp now and I must say that I like it, I’m also poking around at Highrise, so I’m probably going to investigate othersimilar online options as well. I’m just not quite ready to turn over my timer and my accounting to an online web app. Not quite yet. I’m too much of a control freak for that — I want my data on my computer!

But if you are seeking a better way to do anything as a freelancer or as an outsourcing provider of any type — full-time or part-time — these resources may be just what you need… Continue reading

Twitter and Yahoo IM: Quick Communications on the iPhone

Megaphone Image to illustrate broadcasting communication with IM and TwitterI finally signed up for Twitter. I’ll be investigating several options for ways to incorporate that type of “quick update” here on WickedBlog for those times when I’ve got a quick little something to say and I’m out and about with the iPhone.

I’m testing two iPhone Twitter options now: Continue reading