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Once projects are underway, keeping the moving parts connected can be the biggest challenge. Collaboration tools help connect different departments, and make it easier to include distributed teams. Extensive collaboration features are more common among cloud-based software than on-premise solutions.

Document sharing

Typically, email is the most popular way to share documents between teams. Unfortunately, this often results in redundant communication as multiple messages are sent about the same issue. The basic structure of email also makes it difficult to find documents.

Software that lets team members share documents can improve productivity and increase efficiency. Many project management solutions allow users to upload documents to specific projects or tasks, making it easy to locate resources.

The depth of such functionality varies from the simplicity of a system such as Google Drive, to full-fledged wikis that house all of a project’s relevant materials. Some systems rely on message boards that team members can use to discuss ongoing issues or communicate updates.

Comprehensive sharing solutions often feature audit trails that record the history of each task and project. Audit trails let project managers view task progress and investigate challenges that team members may be experiencing.

Vendor example: Mavenlink might just offer the most collaboration tools out of any other project management solution. Upload files to discussion threads to proof important documents and request feedback on design mockups. Additional features such as @ mentions, requests, approvals, and email notifications make it easy for businesses to collaborate.

Internal messaging

Native messaging and meeting functions strengthen communications between team members. These features come in stand-alone versions, but can also be found in comprehensive or all-in-one project management solutions.

Special use case: IT project management

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IT projects often require a unique set of best practices and tools to move between stages of completion and offer the right amount of visibility to those involved. To that end, many development, help desk, and QA teams use dedicated IT project management software. Compared to traditional PM tools, IT project management software usually brings a heavier focus on Agile methodologies and a set of features that cater more specifically to developers and product managers:

  • Bug tracking:Capture, log, and monitor the status of bugs in a software development project, whether that be a piece of software for internal use, a customer-facing system, or software sold as a product.
  • Product roadmaps:Agile project managers can create roadmaps that help their team see the bigger picture and work toward a common set of goals.
  • Backlogs/stories:Create tasks as “user stories” related to a specific feature or issue; team members pull stories from the backlog one at a time to optimize work-in-progress and improve quality.
  • Subversion/Git hosting:Manage code directly inside the project management platform, instead of using an external repository.

TechnologyAdvice Guide to Marketing Automation Software

Marketing automation software is an advanced platform designed to help marketers capture leads, nurture them further down the funnel, and analyze lead behavior and campaign performance. No longer experimental technology, marketing automation tools are now an essential resource for B2C and B2B marketing and sales departments looking to grow their business.

Marketing automation (MA) software is often compared to customer relationship management (CRM) software as they have overlapping functionality. But CRMs currently function as the go-to platform for sales departments, whereas MA platforms are built to scale and accelerate marketing efforts while making each touch more personalized and focused.

Unfortunately, there are a great number of misconceptions about what exactly marketing automation software is and what it does. With so many different marketing automation tools on the market today, it’s important to have an understanding of what they offer, as well as how they differentiate themselves from one another. This guide is meant to clarify some of those differences.

Ready to start looking at marketing automation options? Click on the image below to receive free marketing automation product recommendations based on your company’s needs. After a free, five-minute consultation, you’ll get a short list of vendors.

IT projects often require a unique set of best practices and tools to move between stages of completion and offer the right amount of visibility to those involved. To that end, many development, help desk, and QA teams use dedicated IT project management software. Compared to traditional PM tools, IT project management software usually brings a heavier focus on Agile methodologies and a set of features that cater more specifically to developers and product managers:

  • Bug tracking:Capture, log, and monitor the status of bugs in a software development project, whether that be a piece of software for internal use, a customer-facing system, or software sold as a product.
  • Product roadmaps:Agile project managers can create roadmaps that help their team see the bigger picture and work toward a common set of goals.
  • Backlogs/stories:Create tasks as “user stories” related to a specific feature or issue; team members pull stories from the backlog one at a time to optimize work-in-progress and improve quality.
  • Subversion/Git hosting:Manage code directly inside the project management platform, instead of using an external repository.

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