[webproducers] Re: Organization apps for clients
- From: "Ryan Champagne" <ryan@xxxxxxxxxx>
- To: <webproducers@xxxxxxxxxxxxx>
- Date: Tue, 2 Jun 2009 22:43:48 -0400
Great info. Thanks Dinos.
I totally agree, that there is never a 'that just works' and leave it that
way forever. If it was, we wouldn't have jobs.
I really like the way staction works. (www.staction.com) I'll definitely
have to look into cashboard, freshbooks and deskaway.
Anyone else have any thoughts about any self-hosted apps out there to help
organize projects and processes and links between the us and the clients?
BTW I changed the subject to better describe what we're talking about.
-Ryan
-----Original Message-----
From: webproducers-bounce@xxxxxxxxxxxxx
[mailto:webproducers-bounce@xxxxxxxxxxxxx] On Behalf Of Dinos Papoulias
Sent: Tuesday, June 02, 2009 9:55 PM
To: webproducers@xxxxxxxxxxxxx
Subject: [webproducers] Re: beta site client edit tool
Hey Ryan,
I think the operations part is something we all work on from time to time.
Its one of things, like a website that at least for me is always something
I'm working on and there's no "that just works!" solution.
Having said that, I know you want it integrated into your CMS, but honestly
that could take some time. I'd seriously look into using Cashboard or a
similar system like Freshbooks. Both handle tasks (although aren't true
task/project mgmt apps), time tracking and invoicing. You can create a task
project for "Issues" or "Website Content" or whatever you need. Then, both
can invoice clients using that time you entered (electronically, by pdf or
mail too). You get a customized sub-domain for your business, logins for
your clients who can login and see tasks, time, current invoices and for
some paying online is even an option. I've found clients love this and will
make your life easier. Both import tasks & time, btw from Basecamp. There's
a lot of customization too in Cashboard.
Only downside is both require a monthly fee - Cashboard is $10 and my
DeskAway site is $25. Could be worse - esp considering what I believe to be
the intangibles.
I LOVE this topic so lets talk more :-)
-Dinos
On Tue, Jun 2, 2009 at 9:41 PM, Ryan Champagne <ryan@xxxxxxxxxx> wrote:
> I don't necessarily NEED invoicing, but would like to have something.
>
> I use expression engine for most of my full featured sites. Integration
> into
> that would be nice.
>
> Thanks for the input so far.
>
> P.S. I know a lot of you have been in the business for a while and I have
> greatly enjoyed being a part of WPO over the past 2 years. Any advice or
> direction you can push me in regarding getting my design business running
> smoothly? Surprisingly, I've received a lot of interest and some good work
> so far, but I really need better standards, operations planning to help me
> become more efficient. It's different when your working for yourself. :D
>
> Thanks again for the great input.
>
> -Ryan
>
>
> -----Original Message-----
> From: webproducers-bounce@xxxxxxxxxxxxx
> [mailto:webproducers-bounce@xxxxxxxxxxxxx] On Behalf Of Dinos Papoulias
> Sent: Tuesday, June 02, 2009 9:36 PM
> To: webproducers@xxxxxxxxxxxxx
> Subject: [webproducers] Re: beta site client edit tool
>
> I use a web based tool called DeskAway for this (I use it for my task/prj
> management too) - there's an Issues section for every project. A also
setup
> an open-source tracking tool called HESK for people (more so end-users of
a
> website) as well. You can see it in action here:
> http://www.hellenext.org/helpdesk/.
> 95% of the time when I get a verbal request or something by email I'll add
> it into DeskAway myself with appropriate notes.
>
> Florian - I concur about JumpChart...very useful. I've have to check out
> LightHouseApp and ProtoShare too.
>
> Ryan - haven't found a solid one yet but I may be missing them. Right now
I
> use a combination of DeskAway for managing the actual todo's and project
> management and a website called Cashboard for time tracking invoicing.
> Cashboard is nice because I can setup budgets for clients that have me on
> retainer for website maintenance.
>
> What non-open source ones are here? There's a plugin for Joomla that does
> this, and I know you can build it in Drupal - but I don't know of anything
> "ready to go" that also includes invoicing. I know they're there though.
> Anyone else?
>
> -Dinos
>
> On Mon, Jun 1, 2009 at 12:24 PM, <morry@xxxxxxxxxxxxxxxx> wrote:
>
> > Hi all-
> >
> > I was having a discussion recently about the tools different people use
> > when working with a clients to collect site issues
> > (errors, typos, bad links etc.) for smaller sites that don't require
> fancy
> > bug tracking.
> >
> > Do you use a spreadsheet template or a web-based tool, or take them by
> > e-mail or on a phone call? I know many people
> > avoid taking down a verbal list from a meeting or phone call but
> sometimes
> > clients don't want to write a list and perfer a
> > verbal format.
> >
> > What's your method?
> >
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