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Minimize Project Complexity – Maximize Functionality with Clarizen

10/29/2017

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Project management tools sometimes claim to deliver the world and still leaving us wanting for more. I recently put Clarizen to the test and found out their PM software solution truly delivers and in a way that makes sense, is easy to learn, intuitive to use, and customizes the way you would want for your various project usage and reporting needs.

As a long time business, IT, and project management professional, I'm looking for tools that the real PM world will use. Meaning it has to be adaptable, scalable, user friendly and easily adoptable, and effective for what you are doing now. Does Clarizen measure up to my real world PM standards? Let's see...

The Pros:

Easy drill down from dashboard. I'm used to the Apple way. To me, the way you can logically move through the Clarizen product and drill down through the dashboard feels more logical, more Apple, and that works for me. That means I can see something I want to explore and make it happen. Clarizen delivers on that through their dashboards.

Nice and easy navigation. For me, navigation is important. A PM tool with easy, logical navigation means I read less and explore – productively – more. And since I tend to like to jump in and use rather than study and learn...and I think many early adopters feel the same way...then this is important for me. If you want a tool to be adopted by the enterprise, this is usually a must and Clarizen has it.

80 OOTB dashboards and reports plus customer views and reports. In the past, dashboards were reportedly a weakness for the Clarizen offering. No more, the latest version of Clarizen has an abundance of out of the box dashboards so finding what you want quickly for your own reporting needs should be easy. It was for me.

Ability to track many different KPIs. To ensure that projects get completed on time, project managers need to monitor and understand their team’s work process and lead the project towards long-term goals. With Clarizen, the ability to track many different KPIs is built right into the project dashboard, making information on these trackers easy to access and quick to report on.

Multiple pivots within reports – not all projects can do this. The ability to pivot within the reporting structure itself and get more information is an extremely useful element of the Clarizen tool. Not all PM software tools can do this...my finding so far is that less than 50% can do anything like this as of this writing. With the Clarizen tool you can get better and more project status information this way and works well for the curious mind. Again, this means a lot for early adopters who need to get information fast and who don't want to spend hours learning how to extract the information needed from a given tool. Your enterprise end user population will thank you for this one.

Integrate with business critical applications. Clarizen goes beyond the normal PM functionality and allows you to integrate it with so many of today's top enterprise productivity tools such as Salesforce, Box, JIRA, Google Drive, Intaact, and Intuit Quickbooks and MuleSoft SSO.

Create and automate workflows. I found that the Clarizen offering allows you to create and automate workflows and triggers – not something other PM solutions tend to offer so painlessly and seamlessly. For example, after a task is completed an email notification will fire off automatically. Simple, but important.

Communicate and collaborate in real-time. With Clarizen, I was able to communicate and collaborate in real-time with my test project team. I could capture conversations, create tasks and assign projects right in the context of the work we were performing and conversations we were having.

The Cons:

Price. The price for Clarizen is a bit higher than some others, but in the end you get what you pay for. There are cheaper options out there...no doubt...and I've tested those out. They will meet basic needs for smaller shops, but if you need some power, easy navigation and a tool that is going to give your end user population the ability to get the information they need quicker then you will end up paying a little more. I've seen many organizations go the cheaper route, but end up wasting money and moving on because no one wanted to use the tool that had the high learning curve. It means nothing if no one is using it.

Small businesses need not apply. The Clarizen solution is mainly intended for large and mid-market customers. If you're looking for a small company or simpler solution then your money is probably going to be better spent on a lighter weight solution. That said, you'll give up the features of this type of offering, but it is probably more than is needed for the small companies looking for the free or low cost solutions to manage their growing PM infrastructure.

Conclusion

After a good test drive, I give Clarizen two thumbs up. I can definitely overlook any price cons because a company that really wants a powerful PM software solution that their end users will actually use and learn quickly know they are going to pay for it. And still, it's not outrageous. The pros definitely outweigh any cons I could really find – and I found no functionality cons (and that's most important to me). The scalability, flexibility, and ability to easily customize features sold me quickly...and I was looking at all features with enterprise adoptability in mind. The greatest solution in the world is no good if no one uses it. Your end users will adopt and learn and use Clarizen...and love it. Trust me.

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6 Tips for Becoming a Better Project Manager

10/25/2017

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We can always get better. Many of us have a long way to go...some are closer to the top than others. But improvement should always be the goal. We can always be serving our project, team and customers better tomorrow than we are today. But how do we get there? What can we do to be continually improving ourselves and our project management processes?

I've come up with a list of six ways we can be doing this on each project or in our project management careers. Taking these steps sooner rather than later can really pay off I'm not saying it will be easy... please consider...
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Train, train, and certify. Actually, it's really train and certify if you find the right place... and I know the right place. If you want to be at the top of your PM game, then get certified. I know it takes time and money, but your employer will usually pay for it. So now it's down to time. But if you're looking for a good place to get it done... then you can get it done with a guarantee through Cheetah Learning. With Cheetah, you take their 5 day program – 4 days of training either classroom, virtual or online... whatever is your best way to absorb the training... ending with you successfully taking the project management professional (PMP) exam for certification. If for some reason you don't pass, you can take the training again for free until you do pass. Win-win-win.

Survey meeting attendees by email. We are conducting meetings all the time on our projects, but are we doing it well? Are our meeting attendees getting a lot out of these meetings? Could we be doing a better job at facilitating our project meetings and sharing or disseminating information? Try surveying your project meeting attendees at various points throughout the engagement. And don't force the survey on the same group every time (like your project team). Survey your team, survey the project customer, survey other key stakeholders. Try to hit each group two or more times throughout a long engagement and see how the results compare. Are you improving? Be sure to ask questions that all for good feedback...not just yes or no questions.

Conduct lessons learned sessions in mid-project. I realize it's hard enough to find the time and availability of project team members to get everyone together for a post-project lessons learned session. However, I strongly recommend instead conducting several lessons learned sessions throughout the project – likely following a major project milestone or the rollout of a key project deliverable. These are often short pause points in a project allowing for time to slot in a short lessons learned session. Trust me, you may often gain very valuable insight that will not only help you on future projects but on this current project, as well.

Analyze your estimating and forecasting accuracy with your project team. How well we estimate time, effort and cost on projects is an important ongoing consideration. The project manager is often having discussions with the project sponsor and doesn't always have access to his team when discussing things like change orders, proposed next projects, etc. So, when possible, it's a good idea for the project manager to work on sharpening his estimating skills periodically...and on technical engagements or really any project engagements...the best way to do that is to work through estimating efforts with his entire team.

Survey customer satisfaction at the end of each engagement. On bad projects this will be hard to do. On good projects, this might be fun. But do it either way – the truth helps and going to the customer and asking tough questions about your team's performance will tell them a lot about you and your delivery organization. Often this comes out in lessons learned sessions, but we know from experience and surveys that lessons learned sessions happen far less often than they should.

Force yourself to do project postmortems to senior management. The next worse thing to going to the customer to learn what you did right and wrong is to go to your senior management with a project post-mortem discussion. If everything went well, it will be easy. But we know this is rarely the case. There are always issues and discussing them with your leadership can be a humbling experience. But trust me, it will help you grow as a project manager and also gain visibility with your senior leadership. Could be win-win.

Summary / call for input

The concept here is we never hit perfection. You may feel like you have, but you're fooling yourself. We can always improve and we need to always be striving to improve. If you don't feel this need, then you probably should move on to a different career. How about our readers? What are your tips you can share as ways of improving yourself as a project manager?
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7 Habits of Effective Project Teams

10/24/2017

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​A key premise of our three-step framework for collaborative project management is team members are engaged in their work and are willing to contribute to the project in a meaningful way. Through such successful collaboration, team members should also be ready to lead themselves and others as work progresses, and seek continuous improvement. Whilst achieving this model takes some time, great teams are characterized by some common habits. Below are seven to look for when building your next project team...
Read the full article...
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Need Primavera P6 Group Training? I have a $10,000 Off Option for Your Organization

10/24/2017

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Does your company need great Primavera P6 training at a great price from a trusted organization?  This is live, hands-on online training with a live instructor but no need to travel.  And I have $10,000 off the price for 10 students or more.

This month only
, PPM Global Services is reducing the standard price of their 3-Day Primavera class by $10,000 (with the code I'm providing in this post: (Private) 3-Day Primavera P6 (Fundamentals) training class


Sale ends Friday, October 27th. 

This offer is not open to the public.  This is an oportunity to conduct a (Private) 3-Day Primavera P6 (Fundamentals) training class exclusively for your company.

Enter the promotion code P6PRIVATE to reduce the standard price of this class by $10,000.  

This private training class can be taught online, with no need to travel, or on-site at your facility.

Promotion Code:  P6PRIVATE
Standard Price:  $19,750  $9,750 
Duration:  3 Days
Location:  Online (Live Instructor + Virtual Classroom)
Student Minimum:  10 Student Minimum ($975/student)

Course Quick Facts
  • Course duration is 3 days (9:00 am - 5:00 pm Eastern)
  • Hands-on and Interactive
  • Led by a live, U.S. based instructor
  • Class size limited for personal interaction
  • Students will operate the Primavera P6 software via remote desktop connection
  • Training Manual (included with the price of class)
  • Students do not need to own or install the Primavera P6 software to participate in this class
  • Certificate awarded to student upon course completion
  • Venue:  Can be taught online (with no need to travel), or on-site at facility provided by customer
  • 24 PDUs
Please Note:  This is not a webinar.  This is a live, hands-on class.  Students will connect to PPM Global Services' training servers and operate the Primavera P6 software via remote desktop connection.

Click Here for Details:   (Private) 3-Day Primavera P6 (Fundamentals) training class 

Please let me know if you have any questions and I will be happy to assist.
You need the training - you will not be sorry you took this option.  Great people, great training, great program...great offer.
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5 Reasons Why You Should Try STARS for Managing Projects and Collaborating

10/23/2017

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In my next “5 Reasons Why” installment, I am reviewing 5 reasons why you should be trying STARS for managing projects and collaborating with your team. STARS is a cloud-based, digital kanban solution that remains lightweight despite its powerful feature set.

A good kanban system is capable of managing both menial tasks and complex projects. These systems are especially good at facilitating collaboration and providing reporting at a glance. Even though kanban has been around since the 1950s it remains unfamiliar to a surprising number of Project Managers--even among those who are seasoned.

Here are five reasons why I believe STARS would be a great tool for managing your projects...

Ditch the spreadsheet and collaborate. Spreadsheets are the go-to solution for tracking work product because they're familiar. That doesn't mean they're the best tool. Collaborating on a spreadsheet is tough and awkward. By the time you've added all your notes, comments, and creative color coding, a spreadsheet can look more like a misguided piece of artwork than a useful tool. With STARS you can collaborate in real-time with notes, scheduling, notifications, and powerful user permissions.

Prioritizing your kanban board. If you're at all familiar with kanban, you know that the top card is the most important. One of the unique features of STARS is it's visual prioritization of tasks. Each card can be assigned a 5-star priority. This makes it easy to convey the urgency of a card at a glance. The 5-star card sitting at the top is far more pressing than the 3-star card.

Keep an eye on time sensitive information. Sometimes a workload is time-sensitive. With STARS you can always see the when a Task or Project is due. However, STARS also sports a feature which which displays an elapsed timer on each card as it moves through the kanban board. Although the feature isn’t turned on by default, it takes just a couple of clicks. This is an especially powerful setting when the kanban board is shown on a large screen display in common areas. The casual passerby knows exactly what's going on and when to expect completion.

Eliminate the weekly status report. Project status and information needs to flow from those doing the work to stakeholders and those overseeing the work. Most organizations solve this problem by mandating a weekly status report. Managers collect these reports, aggregate them, and send them up to their manager -- and so on -- all the way up the chain. With just a few mouse clicks, STARS enables project managers and department heads to see exactly whats going on with any project. It's powerful and efficient.

Putting the team together properly. STARS allows team members to participate on a task without having to take ownership of it. In my opinion, a lot of systems fail in this regard. You should be able to keep up with a task or project without having it directly assigned to you. STARS captures both spirit and function of this. Although cards are assigned to a individual, other members of the project board can be invited or added to the task for collaboration.

Try it for yourself...

​Now it's your turn. Do you feel convinced that STARS could be a good option for you? If you're not there yet, review all the points above and then go here and jump right in – you can try the Asteriod version now which is the full STARS version with all the features for up to three users for FREE. Give it try and see if it's the enterprise software you need...

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Does it Pay to be Transparent?

10/19/2017

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​Full disclosure.  Complete transparency.  Effective and efficient collaboration with team and customer throughout the project.  That third one sounds about right.  But what about the first two?  Full disclosure on everything to the team and customer?  Team… probably without a doubt.  To the customer… yes, but sometimes in due time depending on the issue.  Complete transparency to the customer?  Good question…again… it may depend on the issue, but within due time… yes, complete transparency should probably happen.  Can you think of situations where this would not be the case?  Immediately?  Over a couple of hours or a couple of days?  Not at all in some cases?  Think about it while I walk us through some thoughts on these topics...
Read the full article...
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Why Project Managers Shouldn't Wear Man Buns

10/18/2017

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​Man buns should go the way of mullets, skinny legged jeans, Romphims (nothing should ever be touted as “The world's favorite male romper”... like there's more than one of them?), man purses, and safe spaces... but that is solely my opinion and not necessarily the opinion of Project Times, BA Times or another other entity I write for. Just me...
Read the full article...
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Final PMP 2017 Boot Camp and Certification based on PMBOK 5th Edition

10/10/2017

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PPM Global Services – a leading provider of guaranteed PMP Certification training - is offering their final 2017 PMP Boot Camp based on the 5th Edition of the PMBOK. The training is set for November 6-8 – no travel is required. It's all online!

Note: Respond and signup ASAP – there are only a couple of spots left.

Duration: 3 Days
Location: Online (Live Instructor + Virtual Classroom)
Register Here: 3-Day PMP Boot Camp (5th Edition) - (November 6-8)

Course Quick Facts:
  • Course duration is 3 days (9:00 am - 6:00 pm Eastern, U.S.)
  • PMP Pass Guarantee
  • Led by a live, U.S. based instructor
  • Virtual classroom environment via GoToMeeting
  • PMP training materials shipped to students prior to class (Andy Crowe, PMP Exam Prep Kit - Included with price of class)
  • Interactive and hands-on
  • 200 Question Practice Exam
  • Access to additional online training upon completion of class
  • Provides 35 education hours required by PMI for PMP exam application
  • Certificate of completion awarded to student upon course completion
  • Travel is not required

November: 3-Day PMP Boot Camp (5th Edition) - (November 6-8).

As a reminder, the PMP Exam is changing the first quarter of 2018. Anyone taking the exam prior to Q1, 2018 will receive the current version of the exam that references the PMBOK Guide® – Fifth Edition. PMI has not disclosed what changes will be made to the PMP exam in 2018, so there is a good chance that the test will get harder. Anyone who is considering taking the PMP exam should take the test this year (2017) before the PMP exam changes. There is risk in waiting. There is always risk in waiting

PPM Global are authorized training providers of Andy Crowe's Velocity curriculum, "The PMP Exam: How to Pass On Your First Try," 5th Edition. This curriculum is one of the most highly regarded in the industry and has proven successful on the PMP Exam, Fifth Edition.

Don't miss it - their final PMP Boot Camp (for PMBOK 5th Edition) is November 6-8. Sign up now! There are a few spaces left.
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The Complete Guide to Project Management Education and Becoming a Certified PMP

10/10/2017

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​The undisputed number 1 project management certification is the PMP from the Project Management Institute. Becoming a Project Management Professional is the most well-respected form of education within the discipline and with that, it is quite a demanding certification to earn. The PMP exam will be changing in Q1 of 2018. So now is the perfect time to get ahead of the change and become PMP certified! This article will give a brief overview of the certification and touch on the other options before going on to break down the PMP certification and provide resources to help you acquire it...
Read the full article...
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Time is Running Out to Get PMP Certified in 2017 – Are You Ready?

10/6/2017

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Ready to train and get PMP certified? You made that New Year's Resolution or it's on your Bucket List or whatever... but they're nearing the end of 2017 and your chances to actually get it done this year like your promised yourself (or your employer) are dwindling. Plus, you may be getting smarter and more experienced... but not younger! So now is the time to do it.

You can get there fast with Cheetah Learnings' guaranteed PMP certification training. It is four days of training that ends with a fifth day of you taking - and passing - the PMP exam... guaranteed. Yes, guaranteed!

You can go through the route of the classroom setting if you need that classroom structure. There are many locations to choose from in October, November and December. Or you can get setup with the Virtual PMP prep training from home – both end with certification on Day Five. A 3rd option has you registering for the exam about a month out and then taking the online prep program during that four week period ending – you guessed it – with certification. Guaranteed!

Why Cheetah Learning is right for you... and well... everyone...

Without Cheetah Learning, most people spend over six months preparing for the PMP and CAPM certification exams and 40% of them fail.With Cheetah Learning, people spend four days in their intensive accelerated learning program and take the PMP exam on the 5th day. 97% of Cheetah students are successful with passing the exam. Cheetah Learning guarantees their students pass when they follow their program.

Cheetah Exam Prep works. Their students take the actual PMP exam on the fifth day after four days in their program. They do not have to do any additional studying – either before or after their course. No other program offers this approach even though they may claim that they are “like” Cheetah and offer comparisons. Read the fine print – some require that you spend 35 hours studying before you come to class, some recommend you spend 40 hours after class.Many Cheetah Learning alumni are now leaders in their respective industries, as they also learn in the four day program how to learn and adapt quickly to very fast changing situations (just like a “cheetah”). It is learning that sticks with them for life and is transferrable to a wide variety of situations. It is an intensive week-long experience that enables people to positively transform themselves into peak performers for long-term, sustainable success.

Don't wait any longer

Check it out and sign up now. You won't regret it – no one ever does. It's just one more thing that says, “I'm good at what I do, I care about my profession, and I'm going to be the best that I can be.” Period. And Cheetah Learning will get you there... fast.

The Cheetah site lists dozens of class and training options available between now and mid-January 2018 and you go can the classroom route, the virtual route or the fully online route. Your choice...but always available, always guaranteed, and always the best.

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    Brad Egeland


    Named the "#1 Provider of Project Management Content in the World," Brad Egeland has over 25 years of professional IT experience as a developer, manager, project manager, cybersecurity enthusiast, consultant and author.  He has written more than 8,000 expert online articles, eBooks, white papers and video articles for clients worldwide.  If you want Brad to write for your site, contact him. Want your content on this blog and promoted? Contact him. Looking for advice/menoring? Contact him.

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