How Market Research Firm PortMA Stays Organized with LiquidPlanner
At LiquidPlanner, we love hearing how teams are benefiting from our project management solution. Recently, we came across an article written by Chris Clegg, President of PortMA, about how his team of remote workers stays organized when there are a ton of complex projects running at the same time.
PortMA, or Portland Marketing Analytics, is a market research firm that specializes in the measurement and analysis of event marketing return-on-investment and advertising communication. In this work, they service a number of marketing and advertising agencies in the U.S. with design, data collection, analysis, and reporting services, doing anywhere from 50 to 70 projects per year in a wide range of industries.
After reading Chris’ article, we reached out to find out more! We asked Chris how he found LiquidPlanner and how LiquidPlanner has helped his team.
What prompted your search for a new project management solution?
“We outgrew Basecamp. As that platform advanced, it moved away from what we needed. At the core, we needed templates, task dependencies, resource planning, and risk management tools. LiquidPlanner fit the bill on all fronts and has shown us a number of additional features we didn’t know we needed. We’re a better, stronger business because of what LiquidPlanner allows us to do.”
How does LiquidPlanner help your team?
“We work entirely from within LiquidPlanner. All of our internal and external project work is spec’d out in detail with time estimates, assignments, and work orders within the LiquidPlanner system. And then our daily time tracking is submitted against LiquidPlanner tasks to help us monitor our progress against contract deliverable items in real-time. Research Managers and supporting staff are updating their projects and related tasks on a daily basis to keep things moving smoothly. At any given time, we might have 15 to 25 contracts running simultaneously, each with dozens of weekly task items. Without LiquidPlanner we’d be so lost in the weeds, we’d never get anything done. The flat resource planning model and how it defines deadline risks allows us to deal with reality and not bury staff under unreasonable deadlines.
Finally, I’d mention that the template function really serves as our playbook. We’ve built out detailed project templates with descriptions on what each task is, how it’s done, and why. We’ve then added extensive checklist items to define the specifics of what is expected on a given task. This services as our documented corporate processes that allows for work to be quickly handed off from one person to another seamlessly without cutting corners.”
Take a look at the original article “How To Organize A Team Of Remote Knowledge Workers” written by Chris Clegg, President of PortMA.
How do you know when it’s time to consider a new tool or process for your business? In the case of project management, here’s a way to find out! Take our Project Management Health Check, a 9-question multiple-choice assessment of your project management process.