AutoVIN’s Agile Transformation Case Study: Questions & Answers

Monday, December 3rd, 2012

 

Last week, we hosted an agile adoption case study webinar. We invited Si Alhir and the AutoVIN team to speak about their experience as their company ventured into an agility transformation. The team members  share their perspectives from their different roles in the journey, and offer specific actionable lessons they’ve learned that you can leverage in your own agile transformation.

 

Watch the full webinar recording here. 

 

AutoVIN Agile Adoption Case Study

 

There was so much great content in the discussion that we didn’t manage to have a longer Question & Answers period. Si Alhir and his team took the time after the webinar to answer some additional questions. If you have more, please post them in the comments section!

 

Questions & Answers

 

Q. What was the initial planned timeline for the (AutoVIN’s) Platform project?

A. As the AutoVIN solution/platform is continuously evolving, there was not an “initial planned timeline” per se, but the objective of maximizing the efficiency and effectiveness of the team, capitalizing (between ADESA and AutoVIN) on the vehicle inspection and reporting platform, and integrating a more-agile team with other less-agile teams (and world).

Despite that there were no initial planned timeline, circumstances forced a timeline and change in scope. Being agile has allowed this to happen more easily because features were prioritized from highest to lowest according to usage and broken into smaller amounts of work.

 

Q. Was User Experience design part of this process? or only back-end work?

A. Usability / User Experiences is a facet of the Product Owner role and Define-Detail perspective (of the Define-Detail, Build, and Test aspects of the Team) was continuously considered. User experience was part of the process and was essential in the adoption of the rollout plan for the new platform. Technology should make it easier for the user.

 

Q. Can agile methodologies be used in bigger teams? Is there a team size limit? For example, in a company of about 250 employees?

A. Agile adds flexibility and improves communication through usable software. The flexibility comes from the smaller increments of work that allow the features to by more easily aligned with the schedules of other teams.

Agile and Agility readily apply to larger and smaller teams. Scaling is not problematic when approached and designed deliberately. See the car.com case study for more information.


Q. How can the use of virtual project management tools or issue tracking tools help in an agile transformation journey? (other than helping teams working remotely). Especially for different teams that are used to work on its own domain and has it’s own planning board of activities?

A. The virtual project planning tool should be able to make changing plans an easier task. Priority can change due to the many influences on a product/project and with any transformation journey there is a discovery process that should not be hindered by tools.

Tools are valuable when they advance (versus impede) healthy human dynamics (well-being) and don’t introduce or perpetuate unhealthy human dynamics in support of overall performance. The crucial question about tools is “why” (benefits and detriments), the other four Ws (who, what, when, where), and “how”.

 

Q. I understand you don’t want to stifle creativity in the software development process, but at where do you draw the line, so you avoid doing R&D while on a project? I’ve tried to keep R&D outside of the project.

A. R&D happens throughout the project. Some may be up front to get comfortable with the scope but an important part of the process is to allow yourself time to plan ahead. As with anything creative, it requires outside inputs or situations and the best way to find these can be through implementing and experiencing the results of the product. The best validation of a need is through use, just keep the features light to limit the risk.

The crucial question concerning Agility is “what is value” (and how is it discovered and delivered). Once “value” is recognized, all things are balanced against it, for example, how much capacity we have, how much value is needed now versus later, and how much can we offered to focus on R&D now versus later, etc. Technology research & product development and market research & product design are partners in the overall discovery and delivery cycles around value. The Value questions is paramount!

 

Q. If you could offer one key recommendation to others interested in becoming more agile or achieving greater agility, what would that be?

A. AutoVin team: “Go all in, don’t give up early or alter the process at first. It can be difficult to improve and enforce positive habits/behavior.”

Si: One key recommendation is focus on Agility (not merely Agile Development), and don’t get “caught up” in dogma!

 

Q. What was the most “surprising” thing about your journey?

A. The most surprising part was how much the process aided in the team dynamics and improved morale.

 

Q. If you could do one thing differently what would that be?

A. Starting the journey earlier. It may have changed the decision around the office closing.

 

Q. What was “easier” than expected? What was more difficult than expected?

A. Easier: Starting our first sprint/iteration after iteration 0 (Getting to work without a thorough plan and trusting ourselves).

Difficult: Working with a less agile enterprise. Everything seems like an emergency and outside processes seem slow. It requires more planning to account for the different paces (heartbeats) of a less agile organization.

 

Click here for the slides of the webinar.

 

Si AlhirSi Alhir is a Practitioner and Consultant/Coach (Transformation, Change Management, and Organizational Development).He has over three decades of proven experience in transforming organizations/enterprises by synergizing Business and Technology around proven industry-recognized & organization-tailored principle-based practices and by cultivating effective Communities (of Interest, Practice, Engagement, and Purpose) that sustainably deliver impactful results. He leverages a broad and deep background in all aspects of technology product/services management (planning, marketing, and sales) and engineering (development), including business development, client management, and consulting services. Read more about Si.
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Agile Adoption Webinar (Part 2): Infographic

Wednesday, October 17th, 2012

Last week, Planbox invited Greg Geracie and Steven Starke from Actuation Consulting for a live webinar about agile adoption. The webinar was based on their recently published study, in which they uncover 5 common key factors that were all present in high-performing product teams. In addition, they authors discuss recent trends in project management methodologies.

 

Watch the full webinar recording here. 

 

In this second part of a series of 2 blog posts about the agile adoption webinar, we present you a quick summary of the important data that was shared during the presentation.  If you like it, remember to please share it!

 

Agile Adoption Infographic by Planbox

 

You might also be interested in:

Agile Adoption Webinar (Part 1): Questions & Answers

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Agile Adoption Webinar (Part 1): Questions & Answers

Wednesday, October 17th, 2012

Last week, Planbox invited Greg Geracie and Steven Starke from Actuation Consulting for a live webinar about agile adoption. The webinar was based on their recently published study, in which they uncover 5 common key factors that were all present in high-performing product teams. In addition, they authors discuss recent trends in project management methodologies.

 

Watch the full webinar recording here. 

 

In this first part of a series of 2 blog posts about the agile adoption webinar, we will share with you some questions that attendees had for our guest speakers. Thank you to Greg and Steven for having provided some very insightful answers.

 

Questions & Answers

 

Q. Limited resources seems to play a major role in our company going full Agile. We don’t have a business analyst (BA), our Product Manager is part-time, and our development teams span across products. Is this a common roadblock or are we just not disciplined?

 A. (Greg) - In my experience, fully implementing Agile is more resource intensive – not less. The Agile process is particularly demanding of a product

manager’s time. Executive teams often don’t fully understand the resource intensive nature of Agile implementation and underestimate the need for additional resources. This frequently means that market-facing and more strategic activities suffer as the team devotes its energy to covering pressing tactical activities. This is costly in the long run. Under-staffing is not uncommon, particularly now, as organizations have aggressively downsized due to the current economic situation. However, to be most effective the team needs to be properly staffed.

 

Q.Did you find a correlation between a particular type of methodology and a higher rate project success?

A. (Greg) - The short answer is no, but we intend to take a closer look at this in next years study.

 

Q. Is the high prevalence of waterfall because waterfall works (in some cases) or because Lean/Agile is hard to embed in the larger cultures?

A. (Greg) - I think there is truth to both of your comments. From my perspective, no single product development methodology is a panacea for all the types of product development challenges. So waterfall continues to be robustly used, even if the current conventional wisdom is that it’s “old school” and part of the past, because it’s effective when used under the right conditions, particularly within large and complex organizations with large and complex projects. Waterfall continues to have a tight hold on manufacturing type environments where predictability is highly valued.

(Steve) – The waterfall approach is much easier to govern for Senior Managers and Executives as opposed to an Agile approach. Especially, in a world where outside bodies are required to regulate the work, a waterfall approach is easier to explain and very deliberate in terms of deliverables. It may take “longer” but it may pass an audit much quicker. That reason alone is why some organizations are very pro-waterfall and why it’s still very prevalent throughout the industry.

 

Q. Diana Larsen’s new book – Liftoff has a very specific process for chartering Agile teams and projects. It’s a great way to communicate strategic and tactical vision. Would something like that inform the team with enough information to enable them to help “on board” new members?

A. (Steve) – I have not read Diana’s book so I can’t speak to specifics on it’s effectiveness. However, generally speaking, any tool or approach that increases communication around both strategic vision and and tactical execution would definitely help in providing the additional context required to effectively on board new team members.

 

Q.What does the data show about which methodology is dominant in different phases of a project?

A. (Greg) - Excellent question! The data does not break the responses down into the different project phases but looks at the prevalence of the dominant process overall. However, you raise an interesting point given the findings.

 

Q. I’ve seen some organizations describe the workflow such that the process of deciding what goes into a product is waterfall, but how it gets built is “Agile” (iterative incremental). Can your findings expose situations such as these?

A. (Greg) – Since this was the first time we ran the study (we’ll continue to conduct it annually) we did not structure the questions to capture the situations you’re referencing. However, as noted earlier, given that we have established a baseline we can now dive into the findings with more rigor, which we intend to do in upcoming surveys.

 

Q. What do you think of “valve software-like” approaches with flat hierarchies and self-organizing teams?

A. (Greg) - I’m well known for being product development methodology agnostic. I believe that you have to select the best approach based upon what you’re trying to achieve, the skills available to you and the team, the level of available resources, etc. However, whenever you can have a streamlined and self-motivated team with an internally driven sense of purpose and high levels of commitment you’re more likely to succeed (in my experience).

 (Steve) - I completely agree with Greg. Self-organizing teams, acting in the true spirit of getting the work done, despite role and organizational structure constraints, are extremely successful and valuable to an organization.The only word of caution is to ensure that “self-organizing” doesn’t mean ”self-governing”. A certain amount of organizational governance is still required to ensure the team is heading in the right direction based on organizational goals and objectives.

 

Q. Why is there a positive correlation between increase in waterfall and size of company?

A. (Greg) - Several factors likely contribute to this. First, large organizations typically have large and complex product development projects and waterfall is normally chosen to address these types of challenges. Second, large organizations need to train a significant amount of personnel to fully convert to Agile, so even if they decide to do so, it’ll take much longer and be more costly (assuming that they don’t decide to outsource development). Third, mature organizations that are successful in the marketplace have less reason to change what has worked for them. And even if they decide to change, it’ll take longer to turn the battleship around.

 

Q. Does “blended” mean that some teams are waterfall and some agile, or that some processes are waterfall and some processes agile?

A. (Greg) – Blended actually means – in terms of our survey results – that organizations are using an iterative incremental methodology (Agile) and combining it with waterfall in some fashion. The actual way this is being done at the “local” level varies based upon the organization. We’re aware of at least 5 different variations on this theme and we’re convinced there are even more that we have yet to encounter.

 

Q. Will you be sharing any details about the blended methodologies – how do companies blend the two methods, different by project, by project phase etc? Also, why is blending done?

A. (Greg) - We did not collect the actual ways this is being done in the survey data but have since gleaned some insight into what’s actually taking place from follow on conversations. You can expect to see more details about what we have learned in next years white paper.

 

Q. Regarding factor four [Assigning core product team members based on the skills needed] – given resources in companies are always tight, how do you suggest multiple projects are staffed and supported through launch?

A. (Steve) – I truly believe the size of the portfolio will dictate the level of enterprise resource management required to sustain product development through launch. As soon as assumptions are made with resource allocations, is as soon as projects are understaffed.Resources managers really need to understand what the true outcomes are of the project and ensure resources are staffed until those outcomes are achieved – through launch. A well functioning enterprise resource manager role can balance out the resource pool and look for opportunities between resources and projects as different products approach launch at different times. A role within a PMO can serve this need or someone specifically hired to do enterprise resource management.

 

You might also be interested in:

Agile Adoption Webinar (Part 2): Infographic

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Meet Codehouse, a Planbox Customer

Monday, October 1st, 2012

Recently, we’ve had the pleasure to get to know one our customers. Meet Codehouse, a web development agency based in the United Kingdom. Read an interview we did with Michael Wawra, Lead Developer, CMS. We also put together a little case study on how Planbox has helped Codehouse Group in their projects.

Interested to be featured in a Planbox Customer Profile and Case Study? Contact us! 

 

Download the Planbox Customer Case Study: Codehouse Group

 

www.codehousegroup.com

Meet Michael Wawra, Lead Developer, CMS - Codehouse Group

What is Codehouse about?

Building best-in class web solutions for our clients.

What is your job there?

Delivering projects, from one-day changes, to 2 year lifecycles of scope, design, build and ongoing maintenance. I also work with the whole team to ensure we continually improve our development and engagement processes.

What brought you to your current job?

The flexibility and agility of Codehouse is like nowhere I’ve ever worked. We can deploy new processes and experiment with new methods all the time. We’re already really good at what we do, but we’re always striving to be better!

What’s a typical day like ? (e.g. 9-to-5?)

Lots of code, lots of tea, and lots of stand-ups!

What do you love most about your job?

We’re always looking to adopt new processes and tools. In the last couple of years we’ve adopted Planbox and Github. We’re still experimenting with a few other platforms – but these all work together. As a result, we’re frequently automating chores, making everyone happier. It’s awesome.

What are some of the biggest challenges?

We have a lot of different clients with different approaches to building software. But if it were easy, we wouldn’t be doing it!

What makes you feel rewarded at your job?

Things just work. No hassle, no fuss.

3 tips for someone who wants to join your industry?

  • Coding isn’t a job; it’s a way of life. Learning to code is like gaining a super power. Never give it up, and never treat it like something you only do in the office.
  • Never write off an idea because it might not work – that is your chance to build something amazing.
  • Don’t break new stuff, because you don’t want to fix old stuff. This is technical debt, and you’ll be paying for it forever.

Michael’s 3 wishes for Codehouse

  • We keep going in the direction we’re going.
  • We keep making our clients happy.
  • We never run out of tea.

When you’re not working, what do you like to do?

Easy: Coding. 

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Planbox Tips: 4 Elements for an Efficient Iteration Planning Meeting

Tuesday, September 25th, 2012

There are generally 3 levels of planning that occur in agile project management practices. First, the Project Roadmap outlines high-level components that you wish to accomplish. Then, iterations help you break the whole project into manageable chunks, allowing you to build your project iteratively as you move forward. Finally, in the stand up, your team plans tasks for the day, discuss together what will be accomplished during the day and the potential obstacles you will face.


Following last week’s Planbox Tips on benefits of doing iteration reviews, this week, we stay at the level of iteration planning, and  discuss about 4 key elements that will help you run an iteration planning meeting efficiently.

 

1. A Groomed Project backlog
A disorganized project backlog can quickly become the land of forgotten dreams.  It should be reviewed periodically to ensure the relevancy of the items. Ideally, the items should be arranged by priority to reflect the roadmap, hence making the planning of iterations more convenient. In Planbox, labels can be used to identify related items and to map items to big roadmap efforts.

The project leader (e.g. product owner) should select in advance some top-priority items from the Backlog, so that the team members can then discuss and break them down into more detailed tasks during the iteration planning meeting. While usually this is done by stacking items at the the top of the backlog, in Planbox, you an keep your selection organized by putting items in future iterations tabs.

2. Iteration Objective or Theme

At the start of the iteration planning meeting, it helps to give a sense of direction to your team. By setting a goal or theme, you’ll stay more focused when choosing together items you want to accomplish for the iteration. Moreover, your team’s efforts are more efficiently used when  concentrating on specific parts of project at a time.

3. Truthful Team Capacity Estimation

Resource allocation is hard because realistically, it is done based on a guessing game. Team capacity is only useful for planning if the submitted estimations from each team member are honest. Whether time or velocity points are used for team capacity estimations, it’s important to have a reference point to base estimates on. In addition to truthful personal estimates, team members must also define and agree upon the completion criteria of items. In all, the team should agree that the chosen items are possible to accomplish during the iteration.


4. Anticipation of Roadblocks

As team members take ownership of several items for the iteration, it’s important to discuss the potential obstacles that each can encounter, especially if there are dependencies. On the other hand, anticipate that sometimes things can go very smoothly, so include a few extra challenges that your team to start to work on, giving them a preview of the next iteration.

 
 
 

In sum, as it is advised to do for most meetings, show up prepared, begin with objectives, discuss truthfully and conclude with a direction for the next meeting. Meetings easily become tedious and frustrating if people feel that they are a waste of time. With these 4 elements there to help everyone stay on topic, iteration planning meetings can occur more efficiently.

 What other elements do you think are important? Please share in the comments below.

 
 

Coming up next week: 

How to optimize the usage Roles in Planbox

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Planbox Tips: 5 Benefits of Iteration Reviews and How to Plan Future Iterations

Monday, September 17th, 2012

After determining the master plan of your project, it’s natural to just dive in and keep going until the finish line. But beware! Reviewing your plan as you go has its benefits; it could save you a lot of trouble and even help you increase effectiveness.

In this edition of Planbox Tips, we’ve picked out 5 top reasons as to why a review after each iteration is a healthy thing to do, before continuing to plan iterations ahead. Then, see some shortcuts for the Future Iterations Tab.

 

5 Benefits of  Doing Iteration Reviews:

  1. Build team morale:

This time allocated for the whole team to get together is the perfect moment for each member to showcase what has been accomplished during the iteration. Even if it is the time to also see which items have not been completed, it’s important not to stay stuck talking only about that. Your team members should use this time to communicate and to encourage each other.

  1. Keep focus on priorities (short term planning)

Breaking the project plan into smaller bites makes it easier for the whole team to attack the pie together. While reviewing what has been done in the past iteration, it is a good time pick out what are the few accomplishable steps for the next iteration. Plan on the short-term so that you can succeed on the long-term.

  1. Increase flexibility with changes

By constantly keeping an eye on what has been accomplished and missed, you can anticipate changes more effectively, whether it is preventing issues from happening or taking a complete shift in direction.

  1. Reduce costs

Because you are alert on your project’s progress, you can save costs by avoiding mistakes or by applying changes to eliminate extra work.

  1. Give a clear direction to your team

In sum, going over the progress of the project with your team together puts all the team members on the same page. By being aware of every step that everyone has taken together, it will give your team better ownership of their work and give them a better visibility of how their actions are contributing as a whole.

If you have more, please share them with us in the comments section!


How to Plan Future Iterations in Planbox
You can move  items from your backlog into the recently added “Future” tab on the Items Board in the Items & Tasks Page in Planbox. You can even create several iterations ahead!

 

Planbox Agile Project Management Tool Software Application Plan Future Iteration Sprint

 

A few handy shortcuts for planning:

  • Use the Blue Arrow shortcut at the extreme left of individual items to move items from an iteration to another. The blue arrow icon appears when you hover your cursor over an item.
  • Simply drag and drop items into different Iteration Tabs.
Planbox Agile Project Management Tool Software Application Move Items Shortcut


More blog posts about planning iterations are coming up. Stay tuned for:

  • Planbox Tips: Using templates to plan your iterations
  • Planning with hours versus velocity points
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Planbox Tips: How to get Notifications for Activity in your Initiatives

Monday, September 10th, 2012

Are you on several teams? Part of too many projects? You work remotely? Or you simply want to know what your teammates are doing? Here’s a post that will give you several options on how to stay on top of all the activity that is occurring within your initiatives inside Planbox. There are options for everyone, see which ones suits your needs best!

 

1. Subscribe to E-mail notifications for Items

E-mail notifications are managed separately for each initiative you have. See how to adjust your settings here.

E-mail notifications for items can be sent to your e-mail inbox. You can be notified every time a change occurs in your initiatives. For a personalized real-time feed, you can set up a filter for all Planbox notifications in your e-mail client. That way, it also won’t clutter your inbox! (See how for: Gmail, Outlook)

See the following example in Gmail: 

Planbox Gmail News Feed

 

We have recently improved the layout of the items’ e-mail notifications. Here’s the anatomy of a typical message:

Planbox Email e-mail notification

2. Subscribe to E-mail Digests

Planbox can also send you a digest containing in a single e-mail with all the changes you want to see. They are sent out during the morning either daily, on weekdays only, or weekly on Mondays.

 

3. Consult the Activities Tile on the Iteration Board

The Activities Tile is the Planbox news feed. You can find it on the Iteration Board of the Items and Tasks. This tile logs everything that is being done, by everyone, inside your initiative. This is also the only place where you can see which items were deleted. Actually, you can even restore those deleted items from here!

Planbox Activities News Feed

 

In sum, here are the options we recommend for corresponding behaviours: 

Planbox Notification Options

 

Also, coming soon: Live Notifications

We’re working on developing real-time notifications that will occur within the Planbox application. Despite giving you the option to know changes happening live within your Planbox, these notifications will not be too intrusive. In addition to notifications that are currently available through e-mail, what else would you like to be notified about?

 

Alternate things you can track in Planbox:

 

 

 

Please answer this one (1) question:
Was this edition of Planbox Tips useful to you?

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Announcing Updates on the Items Board and the New Iteration Baseline Tile

Thursday, August 23rd, 2012

We are very excited to show you the new things we’ve worked on in the past month in Planbox. We focused on 2 things:

  1. With some of your recommendations in mind, we made the sorting and filtering of items even better, and some other tweaks so that you can work even faster with your items.
  2. We wanted to help you increase your accuracy in baseline planning with the new Iteration Baseline Tile.

Let us know what you think. Will you be using these new additions?

 

Improvements on the Items Board

The Actions dropdown menu has moved upwards. Have no fear, it’s still there! Moreover, you can now directly create items from Zendesk (optional feature) from this menu.


The Item Sorting Bar (ie, the column headers) is now permanently displayed at the top of your items! (If you don’t want it permanently there, you can hide it by going to the Actions menu.) We also added the Priority column (#) on the left side of your items; it’ll now be easier for you to see the priority of each item.

As previously, when you’re clicking around to sort items, that view is only local and temporary. Your team members will not see the changes unless you change the new priority for everyone in the team. Note that now, when a sort is active, items won’t be movable by drag and drop.

Planbox Agile Project Management Tool Items Sorting Sort

As for the filters, with the improved functionality, items can now be filtered even more specifically. This improvement makes the use of roles for tasks (optional feature) very relevant. For example, when a task is meant for a specific role but has not been assigned to anyone yet, applying the Role-Filter and the People Filter to Not-Assigned will allow anyone with that role to pick up the unassigned task.

Lastly, you can now just directly drag and drop files into individual Item Panes. You don’t even have to open up that File tab anymore!

 

What is the new Iteration Baseline Tile?

The Iteration Baseline Tile will show you items that have been added or changed since the iteration has been baselined. You will be able to compare the hours originally estimated for each item to the newly updated amounts. Ultimately, you get an overview of the work that was added since the iteration was originally planned, and if more resources will be needed.

To identify the modified items or the newly added ones in your list of items, look for the full brown triangles or the empty brown triangles at the corner of your items:

Planbox Agile Project Management Planning Items

  • Full Brown Triangle: newly added items
  • Empty Brown Triangle (brown corner ribbon): items with modified estimated time  

If the planning of your iteration suddenly changes a lot, you can choose to reset the baseline. By doing so, all newly added items and items with modified estimated hours will become part of the original items. In essence, it will be as if you were just starting your iteration and have planned everything before.

The Iteration Baseline tile is an optional feature. To activate this new feature, you need to go to your Initiative Settings and look in the Features section.

Planbox Iteration Baseline

Future additions expected for the Iteration Baseline Tile: a section for items that have been removed from the iteration.

 

What’s next?

To give you a sneak preview, we’re working on making search within Planbox even more powerful.

Remember, we always love hearing from you. Planbox is what it is today because of all of you! So if you’d love a new feature or have a question, show that Feedback tile some looooove! Or… give us a call! ;)

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Planbox featured on thenextweb.com

Thursday, February 3rd, 2011

The article was originally posted on February 1st 2011, at thenextweb.com. Read it here.

Planbox: Clean and simple, cloud-based project management

planboxlogoThe success of any project requires planning, organization and an efficient way to manage both the people in your team and tasks that need to be accomplished. Sounds easy enough right? It is, if you’ve got the right tools.

If you’ve ever tried to launch a new product, app or site for example, you already know that tracking the team and collecting the status of each task while juggling paperwork is a time-consuming and sometimes frustrating battle.

Enter Planbox.

Planbox is a startup based in Montreal that aims to make the job of launching a new initiative a much easier feat by allowing users to manage the entire project in real-time within one user-friendly dashboard. The web app uses agile management methods that support the process of development and it’s appropriate for anyone balancing numerous tasks with the need to collaborate with a group.

..“Agile” it’s a Management method widely adopted in the tech industry. Apple, Google, Twitter and Facebook all use Agile to develop products and projects, to name a few, and its principles have allowed bigger, better & badder products to hit the market. – Alexandre Gauthier, the Product & Marketing Manager of Planbox told us via email.

Starting a Project

After starting a new project, users are given the option to add or invite other people right off the bat. The team members you grant access to will be able to share the workspace with you and can also utilize features such as commenting, uploading files and logging the hours of time they’ve put into a task.

By assigning someone a task, users are able to record its progress because Planbox keeps track of the hours logged, uploaded files and any comments and concerns from the team member. All of this information can stored in each task and isn’t spread across your inbox nor is it mixed in with your other goals and items.

The project manager or user assigning the task has the option to select the its type (email, meeting), the importance (low, critical) and how long it should take. By setting the expected hours needed for a task, those running the project will be able to see a visual overview of how many hours is needed to finish the the entire project. The overview, in form of a progress bar is quite handy and also displays whether or not your plans have stayed on track. There’s a Team Work feature that breaks down the overview by team member and displays the same results as the main overview while highlighting if the person is overbooked.

The UI is clean, well designed and offers the option to brand it with your own logo. The information within the initiatives can be filtered and sorted by things like type, labels and items which makes large projects a lot easier to navigate through. Additionally, within the settings users can set Planbox to send notifications via email.

The basic free account may be enough for smaller projects that only have a few team members. It offers 2 initiatives (a project within a project) and 2 projects (per initiative) and 100MB per person (limited to 2 people per initiative). For larger companies or larger scale projects, the $15 a month premium account comes with 10 initiatives, unlimited projects, unlimited read-only users and 5GB of space (500MB per initiative).

After using apps like Planbox it now makes me cringe to recall the way we managed projects years ago. Filling papers and hunting down team members for updates are a thing of the past. We’ve included one of the instructional videos from the Planbox site, have a look for yourself and tell us what you think.

 

ABOUT THE AUTHOR

Brodie Beta aka @iPhonegirl is a technology enthusiast with a passion for gadgets, media and anything related to the Web. She has worked in communications and media for the past nine years. Brodie has written a weekly mobile-app column for the Globe and Mail and contributes to awesome tech sites including GeekBeat.TV, Geeklish.com,  WebBeat.TV and The Next Web.

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Changes on the Plan page

Thursday, February 3rd, 2011

Today we changed the Plan – the task management – page to make it cleaner.  Here’s the new look:

… and the old:

Everything you could do before is still available through drop menus Show Iterations and Filters & Options. Plus we made adding users and initiatives more accessible. And with the gain in real estate, you can see more items without scrolling!

Let us know what you think.


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