A guide to implementing Zoho Projects successfully 

Lumen Business Solutions' guide to implementing Zoho Projects successfully

If you are considering a Zoho Projects implementation, it’s mean you are already managing some projects. In many cases you’ll be transitioning from a spreadsheet, in some cases a timesheet, to Zoho Projects.

So, what are some of the adjustments we’ve discovered and will share with you?

It’s not hard to see why spreadsheets are heavily used in the project management industry. They are low cost, require basic training, and don’t require formal project processes and procedures to be implemented. Spreadsheets enable quick adoption and are a cheap tool for managing small projects, but the question is: can you trust Excel spreadsheets with your most important asset where a cost effect tool like Zoho Projects can be so much more efficient?

In most cases, we found our clients were using Excel spreadsheets or Google Sheets for project management to reflect key stages in the project. If this is you, it means you are not actually managing the project – you are simply reporting on stages of the project in order to tell management if something is going wrong. 

On the other hand, when managing the project, the first premise is for you to plan your tasks to achieve the stages – and that will reflect what is in your spreadsheet.

The second adjustment is resource planning and management – the time available by your staff to complete a task.

This key adjustment will allow you to measure KPI currently. To discover problems on your critical path, find out where you are not estimating tasks correctly, find out where you have weakness with staff knowledge or attitude.

And, of course, cost control in every aspect of your project, this will allow you to estimate in a future your project a lot more accurately.

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