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Project Management Wishlist (hoping for software or online solutions)

174 Views 0 Replies Latest reply: Apr 14, 2013 11:40 AM by hotwheels 22 RSS
hotwheels 22 Level 1 Level 1 (0 points)
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Apr 14, 2013 11:40 AM

hi all.

 

i've converted the office to mac over the last two plus years and need to put a second level of organization to bed.

 

would anyone mind helping me find other websites and/or suggestions on how to get this finalized? apologies for the length and intricacy of the post but THANKS for any help on this! even just one good lead or recommendation (say for FileMaker or one of the Devon tools could help me get moving forward with it and not have to backtrack).

 

-

 

i work on PROJECTS that seem to need various kinds of data. some notetaking, imagery, url's. pages documents, pages documents printed to pdf, some pdfs that others created, spreadsheets, various creative files such as CAD, photoshop, indesign etecetera - and of course email and text and phone conversations. i would really ideally love to pull all this together but of course i know this is not realistic.

 

i also really need to communicate some of this information with clients and have them communicate back to me, right now this is a terrible mess and extremely unproductive with widely dispersed and duplicated information (at a bare minimum).

 

i have finally customized my images in Aperture but still need to organize my pdf's and my videos. i also find Spotlight to be rather unhelpful for some items and in reading up on Devon, one of their tools has a /graphic/ search display that somehow shows linked items and whether they have been "read" or not. this kind of VISUAL ORGANIZATION would be absolutely fantastic [http://www.devontechnologies.com/products/devonagent/overview.html]. i should also add that what i /don't/ want to do is to have to catalog my project file by file and simply DRAGGING and DROPPING files to create a link if my ideal organizational method. tagging items with the GTD tools that i have tested is a non-starter for me and i actually don't even use tags in my Aperture database. i just drag and drop them to an appropriate Project.

 

currently an example workflow for my Aperture database is that i POST these images to flickr to let a client see what kind of imagery i am using in their project (but they cannot upload /their/ imagery). nevertheless, this is very convenient because i can simply create an ALBUM in Aperture and drop the (pre-organized) imagery in there and post it to flickr from within the Aperture UI. this is really great but getting this link to a client is a bit of a pain because even flickr Pro uses some silly thing where you have to decide whether the recipient is a "friend" or "family" and ostensibly anyone that gets determined as one or the other can see all the other images in this category. it would be a whole lot better if i could just create an Album for a particular client. of course it would be great to

 

in any event -

 

in an ideal world (off the top of my head i would like) the ability to create a "Project" in my computer which organizes the following and /also/ allows me to post this to a place where Clients can have a LOGIN and PASSWORD that allows them to both view and UPLOAD information.

 

1. bookmarks

2. pdfs

3. spreadsheets

4. contact list

5. images

6. other files

7. a lot that i am forgetting to include here.

 

it would also be great to be able to organize PHONE CALLS and TEXTS and EMAILS on my computer so that i can have a record of communication with and FOR this client.

 

i would also like to get most or much of this to my iPhone if at all possible!

 

Devon for project organization and possibly other needs [http://www.devontechnologies.com]

FileMaker for project organization [http://www.filemaker.com]

Campfire for project management [http://campfirenow.com

Papers for academic research [http://www.papersapp.com/papers/]

Highrise for contact and prospect management [http://highrisehq.com]

Project Wizard for critical path management [http://www.projectwizards.net/en/merlin/]

Diigo for online bookmarking [https://www.diigo.com]

 

what i use now:

Notational Velocity (oh so awesome) iphone compatible [http://notational.net]

Reminders (nice for the location tools but i have not maxed out my use of this tool)

Contacts (for personal contacts and syncs usually well with my laptop and desktop and iphone. however, managing email addresses in here is a nightmare for a small business)

Cardscan (for business card contacts. resides currently only on the Mac Pro and i am not sure how to get Cardscan to talk to my other devices)

Mac Mail (meh)

Sparrow (cool and quick but somewhat feature light)

iPhone (yes-sir-eee bob)

Safari (good at what it does)

1Password (dig the syning across devices)

Transmit (nice FTP tool)

 

i also work on windows where i do quickbooks and CAD so i am open to software suggestions for windows if there is nothing for the mac (though i suspect i can do much of the above on the mac, even if i cannot corral all of it together).

 

THANKS FOR READING and thanks for any constructive input!

MacBook Pro, OS X Mountain Lion (10.8.1), with 64 bit Win7 Boot Camp | iCloud

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