The Best Project Management Programs for Creative Agencies

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When the day comes to graduate past QuickBooks and paper timesheets, what’s the best project management software for an agency? We’ve worked at a handful of shops, using a handful of project management programs, and we’ve definitely got some recommendations after the experience.

Let us begin by saying that, more than likely, none of them have everything your agency’s looking for. None of them are intuitive. You need to start with a list of the most important features you’re looking for—like tasking, forecasting, invoicing—then play around by taking the free demos to see what fits best. And once you make that decision, you have to take the time to learn the program the way it’s supposed to be used. It’s the only way to ensure it’s helping you move ahead and not holding you back.

We’d love to make it easy for you and give you a list of features, pros and cons, and add-ons—but there are too many to count and, frankly, you don’t have time to read all that detail anyway. So, here’s our quick and dirty on the three most popular project management programs on the market for creative agencies.

MS Project – Way too cumbersome for an ad agency. Great for building buildings, large software projects that will take a year plus to develop, and people who love to take a few years to learn how to use it right. It has its place, just not at ad agencies.

Workamajig (Creative Manger Pro) – They tout it’s “Made for agencies,” and it works great. But you need to make sure you’re using it right, and the learning curve is fairly steep. Take the time to set it up correctly from the onset and learn it in detail. It becomes intuitive once you get over the learning hump. We appreciate that you can use it in as much detail as you desire—for estimating, for time tracking, for invoicing or as a combination of them all. A note though, since CMP’s switch over to the Workamajig format (Flash), it’s really slow to load compared to the original.

Basecamp – The most simple of all the “project management” software. And that’s because it’s really jsut a tasking tool. No bells and whistles like invoicing, forecasting, Gantt charts, etc. For what it is, though, we think it’s the best tool out there because it’s super simple to use. Just type in what you want and click and drag where you want it to be. A nice add-on feature is the time clock widget.

Agencies are looking for the “magic bullet” when it comes to project management software, but that comes with understanding exactly what you need your software to do for you. We say keep it simple, stupid. What do we need to do? When’s the due date? Is that really possible? Let’s get it done!

Comments

  1. Michael Wilson February 11, 2009

    I’m personally a big fan of

    I’m personally a big fan of Omniplan. http://www.omnigroup.com/applications/omniplan/

    Those familiar with Omnigraffle would be very at-home with Omniplan.

  2. Josh February 12, 2009

    Surprised not to see Clients

    Surprised not to see Clients and Profits on this list. It has all the functionality of CMP/Workamajig. I’ve used both extensively—Clients and Profits is far more usable.

  3. Mike February 12, 2009

    We’ll soon be switching from

    We’ll soon be switching from Basecamp to @Task: http://www.attask.com/. I was on a training call for it today and it seems solid.

  4. Zach Katkin February 13, 2009

    Awesome quick summary. Found

    Awesome quick summary. Found your article by way of one that we just wrote, a <a href=“http://www.atilus.com/basecamp-project-management-review/”>review of Basecamp as a project management tool</a>. We have used a few, as well as bigger programs like Project and it is by far the easiest. And sometimes you really do need to just keep it simple.

  5. Ryan February 14, 2009

    Project mgmt programs for

    Project mgmt programs for creative agencies? Really? That’s impossible because at truly creative agencies these programs don’t and shouldn’t exist.

  6. Charlie Bell

    Charlie Bell February 15, 2009

    I have used them all from

    I have used them all from clients and profits to OmniPlan. Base Camp and all that 37 signals has to offer is some of the best. We use it to task all our projects and time tracking. Unless you have a rocket science at the helm….the simplicity makes it easy to bring everyone in on the fun.

  7. Hawker February 16, 2009

    For trad. agencies I agree

    For trad. agencies I agree Basecamp is a winner. For interactive agencies, VersionOne is a good solution. But the best solution is build a small and efficient PMO with the right people and the tools should be almost invisible.

  8. Cole February 19, 2009

    does anyone know anything

    does anyone know anything about Advantage?

  9. Jeff Mason February 20, 2009

    At Hero we use a little know

    At Hero we use a little know product called Infowit. It looks old and clumsy, but it’s simple, pared down system lets us work the way we want to. It has all the things we need, lets us develop what we want and keeps the overhead low. Many PM solutions have a unspoken secret, to be effective in their system you have to work the way the system requires. This can be a big hurdle. It can be the reason for success or crappy ROI. For those agencies who have good workflow but just need support managing and tracking the details, finding a system that doesn’t require a sea-change is best.

    Another solution Hero is quite fond of is Action Method Online. This online and offline system by Behance is all about personal project/task management. Many times personal methods are the root of PM problems. No agency-wide software is going to help fix bad organizational habits.

  10. Scot March 4, 2009

    I’ve used both CMP and C&P.

    I’ve used both CMP and C&P. Both are cumbersome and the learning curves are very steep. So are the price tags. Web based and with a new interface, CMP is the better product of the two. If you’re using MS project you’re not a creative shop.

    Haven’t used BAsecamp but have researched it extensively and can’t wait to use it. 37 signals. Got to love em!

  11. CJ March 21, 2009

    We were okay with Creative

    We were okay with Creative Manager Pro.

    We hate Workamajig, which is their new software. Hate. And we’re programmers. We know how to create software like that, but chose a few years back to use 3rd party instead for economies of scale.

    The list of issues we have is long, long.

    They didn’t do the kind of usability testing they should have done, and they’re letting the clients do the QA.

    Here’s a good one. Hit the backbutton by accident? You have to login again when you say “oops” and go back, PLUS of course none of your windows are open anymore.

    Also, try printing a budget for a project. Nope, had to use Snag-It to screenshot it, and then print it.

    That’s just a few off the top of my head. My list goes on forever and we’re done complaining and filling out support tickets.

    Instead, we’ve just signed up for Basecamp. Enough is enough.

  12. Tate June 21, 2011

    Have a look at functionpoint
    Have a look at functionpoint ( http://www.functionpoint.com ) we have both traditional and digital agencies using our software. We also have a downloadable newsletter from Second Wind (with a focus on traffic management) that can help with your search … it even names a number of our competitors.

    Tate

  13. Damian Sian June 15, 2012

    On the topic of the “magic
    On the topic of the “magic bullet” described in the article… I’d warn people of looking to invest in a SOFTWARE SOLUTIONS to what are essentially PEOPLE PROBLEMS. Analyze your process before purchasing any ERP. Feel free to read more about Creative Agency Project Management topics here: http://creativeagencyprocess.blogspot.com/

  14. Kumar August 8, 2012

    When it comes to project
    When it comes to project management, I have always believed on Basecamp and Zoho.

  15. Anonymous August 13, 2012

    Thats all?
    Thats all?

  16. Kim Johnson August 14, 2012

    I highly recommend
    I highly recommend ProWorkFlow. I’ve personally tested over 60 project management systems for use in a creative agency, and found that ProWorkFlow has the best set of capabilities for the price AND their customer service is par none.

  17. Michael March 20, 2014

    Another one to consider for
    Another one to consider for agencies, is the FLOW application of PIVOT. It is very robust from sales to project management to time-sheets to invoicing and more. Check it out here:
    http://www.pivotstack.com/agency-management

  18. Himali September 11, 2014

    Hey for project management
    Hey for project management you can also give Brightpod ( http://brightpod.com ) a try. A simple app with bunch of collaboration features for marketing teams. Helps you get the bigger picture when you are working on so many different things.

  19. Jodie September 17, 2014

    If you are looking for a
    If you are looking for a project management solution designed specifically for the advertising industry and brand marketing teams, then go check out admation – http://www.admation.com

    Feature rich and intuitive software that is fully integrated with project and resource management, online approval workflow and digital asset management. It really is one of the few systems in the market that provides a complete end to end solution to manage creative projects from both an ad agency and brands perspective.

  20. Jesse October 29, 2014

    Hi everyone,
    Heavily used

    Hi everyone,
    Heavily used CMP/WMJig, Basecamp, C&P and also Advantage.

    Wanted nice looking and streamlined, modular pricing and easy to adopt solution. Researched on the other side of the pond. Investigated small and large agencies and the response was pretty much unanimous: WorkBook Software. I also looked at their client list and was impressed. It is so easy to implement as their team will actually spend time with you and do it for you to ensure that you are set from the get go and focus on your work, not pull hair out from trying to figure it out.

    Support is done by dev folks so not delays and almost round the clock service due to their timezone/offices.

    Great simple interface. Mobile apps. HTML5 coming in 2014. Robust CRM, project management & accounting. A few weeks realistic to implement.

    A delight at last. Highly recommend: http://www.WorkBook.net

  21. Vincent August 22, 2015

    I’m surprised eSilentPartner
    I’m surprised eSilentPartner is not on the list. It’s a fully integrated web-based project management and accounting system for mid- to large advertising agencies and in-house creative services. Plus, it’s HTML 5 – Not Flash!

    Take a look: http://www.esilentpartner.com/

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