3 Questions You Need to Ask Before Switching Project Management Tools

Switching project management tools takes time, team effort, and money.

It’s a process that could either open doors to opportunities or create disaster within your organization.

The first step is to make sure that you and your team are on the same page with regards to making the big switch. There should be a general consensus that the current system isn’t fulfilling your needs, and that it’s vital to choose a better solution.

The easiest way to find out is to survey each member of the team. Ask yourself these three important questions that address important issues about your organization’s system.

1. Does it hinder you from completing your projects on time and on budget?

Do you often miss or extend project deadlines? Are you struggling with stalled projects, backlogged tasks, and hundreds of post-its suffocating your company cork board?

A lack of visibility and communication can cause any organization under-deliver. This can lead to lost opportunities, angry clients and stakeholders, and miscommunication within the team.

A good project management tool prevents any of these from happening by centralizing communication and giving you full visibility of your project’s progress.

2. Is it faulty?

You may not be receiving in-app notifications on time, causing you to miss out on important tasks that need your attention. Or the tool is badly designed that it takes 3-5 clicks to create a project or access your account settings.

Don’t waste time on a tool that hinders you from getting work done, especially when you know that the company behind the app doesn’t have plans of improving the product anytime soon.

3. Is it unable to fulfill your project management needs?

It’s equally important to determine if your current project management tool can keep up with the demands of your team. If the tool doesn’t support the features you need to get work done, you may want to invest in an app that can provide.

Based on our experience, many of our customers request for features like time tracking, cross-platform sync, API, and additional file formats for export and import.

Use these questions to determine if it’s time to make the switch. Sit down with your teammates to discuss needs, issues that are hindering progress, and what to look for in the next PM tool.