Legal firms can benefit from project management software just as much as any other business, but they also have specific needs that are unique. In this article, we’ve rounded up some of the top legal project management software that you should consider during your search.
Looking for more industry specific recommendations? Check out our top picks for the best healthcare project management software, the best project management software for construction and the best project management software for architects.
Lawyers and law firms must weigh many different factors when choosing legal project management software. This chart captures some of the most important factors to consider when considering legal project management software.
|Document management||Native time tracking||Billing & invoicing||Free trial or free plan||Pricing|
|monday||Yes||Yes||Yes||Both||Starts at $8 per user per month|
|ClickUp||Yes||Yes||No||Both||Starts at $7 per user per month|
|MerusCase||Yes||Yes||Yes||Neither||Contact sales for quote|
|Wrike||Yes||Yes||Yes||Both||Starts at $9.80 per user per month|
|Clio||Yes||Yes||Yes||Free trial only||Starts at $49 per user per month|
|Smartsheet||No||Yes||No||Both||Starts at $7 per user per month|
|MyCase||Yes||Yes||Yes||Free trial only||Starts at $39 per user per month|
|Trello||No||No||No||Both||Starts at $5 per user per month|
|CASEpeer||Yes||Yes||Yes||Neither||Starts at $69 per user per month|
|Asana||Yes||Yes||No||Both||Starts at $10.99 per user per month|
monday work management is one of the most flexible and scalable project management solutions out there. While it’s not specifically designed for case management, law firms will find this to be a powerful and yet versatile tool for managing their caseload and office projects. It also offers a separate CRM product that integrates seamlessly with the work management solution in case you are looking for a way to manage prospective clients.
For more information, read the full monday work management review.
While ClickUp recently increased the cost of its entry-level premium subscription, it still offers a great combination of price and project management functionality. This powerful software packages robust features in a colorful, appealing interface, which is also why we named it one of the best creative project management software of 2023. The platform is also highly customizable, allowing you to structure projects, tasks and workflows according to your firm’s needs.
For more information, read the full ClickUp review.
MerusCase is a software platform created specifically for legal practices. It combines document management, time tracking and billing, and teamwork and collaboration. Merus offers a white glove onboarding service to make switching from legacy platforms easy on new clients. Resources for in-person training, live video training and self-guided on-demand training are also available.
MerusCase does not publicly disclose pricing information. You must contact the sales team for a quote.
Wrike is one of the most full featured project management software platforms on the market today. It presents a steep learning curve, but it’s hard to beat when it comes to managing complex cases or many different cases at once. While not specifically designed for case management, Wrike includes a lot of features that law firms will find helpful, including time tracking and invoicing.
For more information, read the full Wrike review.
One of the most popular case management software platforms, Clio helps lawyers keep cases, contacts, bills and calendars organized in one place. Its two products, Clio Grow and Clio Manage, feature an intuitive design that is easy to navigate. Clio Grow streamlines the intake process to help you attract and onboard more prospective clients. Clio Manage has a centralized overview that shows upcoming appointments, finances, keys and more all on a single page.
A 7-day free trial is available for Clio. For the Essentials and Advanced plans, you can choose to add Clio Grow for $59 per user per month billed annually, or $49 per user per month billed annually.
If you are currently using Excel to project manage your law firm, then you should definitely check out Smartsheet. This software takes the familiar spreadsheet grid and elevates it with project management functionality. You can assign tasks, set due dates, notify colleagues and more — all within a familiar interface. That being said, Smartsheet’s design can feel a bit dated compared to some other alternatives, so if you’re not set on a spreadsheet-based interface, you might want to check out some other options on this list.
For more information, read the full Smartsheet review.
MyCase is another popular case management software that incorporates project management features as well. You can assign tasks to users, add workflows to cases and track the status of each case using the tool. Track billable hours, invoice clients and review financial reporting all in the MyCase interface. MyCase also provides case analytics so you can take a birds’ eye of how the file is doing or deep dive into a specific case.
A 10-day free trial is available for MyCase.
Trello is known for its intuitive Kanban boards, which use a card-like design to instantly display the status of tasks and projects. While not specifically designed for law firms, Trello offers a lot of excellent project management features in a visually appealing interface that is simple to navigate. Its entry-level pricing plans also start at only $5 per person per month, which is one of the most affordable price points out there.
For more information, read the full Trello review.
Unlike other legal project management software, which is usually targeted towards multiple kinds of firms, CASEpeer was specifically designed with personal injury law firms in mind. It provides both case and practice management features, helping your entire practice to stay on top of their tasks. It also includes medical treatment tracking that is especially beneficial for personal injury lawyers.
Asana is a general project management software that offers a forever free plan for teams of up to 15 people, with no limits on the number of tasks or projects that you can have. This makes it a great option for small law firms looking for a forever free software that isn’t too difficult to master. Asana’s simple approach to project management can’t match the more robust functionality of monday or ClickUp, but it offers a lower learning curve for beginners — which is why we also named it one of the best marketing project management software of 2023.
For more information, read the full Asana review.
Security and compliance is an especially big concern for law firms, so this should be one of your top concerns when looking for a legal project management software. Keep in mind that many platforms restrict their most advanced to the higher tier premium plans, so you might need to be willing to pay more in order to get the security protocols that you need to safeguard your case information.
Lawyers must manage heaps of documents everyday: contracts, will and testaments, NDAs and more. Ideally, you want a legal project management software that will let you upload and organize these documents in a cloud library. More advanced software will provide the ability to markup proofing files and e-sign the final version, all within the same system.
You should be able to create tasks under a specific case or project, assign it to a specific worker and set deadlines. You should also be able to choose from multiple project views like timeline (Gantt chart), board (Kanban) and grid (spreadsheet). The software should also include legal project management templates that are specific to your industry.
All great project management software includes features for collaborating with your team, including task comments, @ mentions, notifications and sometimes even a native chat function. Many platforms also include integrations for popular email clients and messaging tools like Slack so that your communication is seamless no matter what platform you are using.
The best legal project management software will include a native time tracking module that lets you track billable hours. That data should flow right over to an invoicing tool that makes it easy to create an invoice and bill clients. It should also include its own accounting features, or integrate with popular accounting programs such as QuickBooks.
When looking for a new legal project management software, the first decision that you need to make is whether you want specialized case management software or more general purpose project management software. Case management software is specifically designed for lawyers and will include helpful features, such as invoicing, that more general purpose project management software may not. However, the tradeoff is that case management software often has less powerful project management features, so it might not be robust enough for large firms that juggle a lot of cases at once.
You also need to decide on your budget. Dedicated case management software typically does not offer a forever free plan, which might be an impediment for small firms or solo lawyers just getting their start. Case management software also typically costs more than more general project management software, as you can see from the chart at the top. Choosing a free or lower cost general purpose project management software can help you stay on budget while you get a feel for what features you need.
You should also take advantage of free trials as well as demo calls with the sales team to help you narrow down your options. Forever free plans also give you the option to test the software on a more extended basis without time limits, but the features are often restricted. If you’re not totally sold on a platform, it might make more sense to pay for a month-to-month subscription at first, so you’re not locked into an annual contract if you decide to switch later on.
We reviewed these legal project management software based on a number of criteria, including pricing, ease of use, user interface design and the difficulty of the learning curve. We also weighed additional features such as document management, automation, project views, templates, time tracking and billing and invoicing. Additionally, we evaluated these platforms by consulting user reviews and product documentation.
Project management certifications have claimed a place in every top IT certification list for years. That’s because project managers are important to IT operations of all kinds. Whether you are interested in becoming an IT project manager or just want to add project management to your list of soft skills, these five leading certifications will help you add to or boost those skills and, in turn, increase your value.
If there’s a single set of soft skills that’s been fixed on the IT radar for the past decade or so, to the point where it’s become almost as sought after and every bit as valuable as top-level credentials, it must be project management. Thanks in large part to the immensely popular and widely pursued Project Management Professional (PMP) certification from the Project Management Institute (PMI), this area has become an incredibly valuable merit badge for IT professionals of all stripes. That’s because it enhances and expands on the value of just about any other kind of technical credential.
Project management has everything to do with planning, scheduling, budgeting for, and then executing and reporting on projects of all shapes and sizes. In fact, anything and everything that IT does can be understood or handled as a project of some kind. It applies to one-of-a-kind activities that happen only once or very seldom (think hardware or OS upgrades or migrating from older to newer platforms or infrastructures). Ditto for a recurring series of activities that repeat regularly (think security patches, software updates or other regular maintenance tasks). Thus, project management is incredibly important and valuable to IT operations across the board.
According to PMI’s Earning Power: Project Management Salary Survey, 10th Edition [pdf], IT professionals who hold a PMP report median base annual salaries in the U.S. of almost $116,000. The top 25 percent of survey respondents report base salaries of at least $139,000. Depending on such factors as complexity and size of projects, location, fields of expertise (e.g., IT, construction or healthcare), and experience, salaries for some PMP credential holders can be much higher still.
Robert Half’s Technology & IT 2019 Salary Guide lists project management as a hot certification, with salaries varying slightly by technology area. It cites a salary range of $93,000 to $157,500 for project managers in application development environments. Project managers engaged in consulting and system integration roles can expect to earn $96,250 to $163,500 nationwide. This explains nicely why PMP appears in nearly every top 10 list of popular, targeted or most desirable certifications since the early 2000s. It’s no surprise that Robert Half also lists the PMP credential, along with Agile and Scrum certifications, as “highly valued technology certifications” trending up in the IT industry.
To give you an idea of which project management credentials employers look for in prospective candidates, we conducted a quick survey on some popular job boards. Clearly, the PMP is the overall favorite and remains our No. 1 pick for must-have project management certifications. PMI’s entry-level project management credential, the CAPM, also made our top five. The CSM from Scrum Alliance, along with ASQ’s Certified Six Sigma Black Belt and Green Belt credentials, round out those picks. It’s also worth noting that job postings for project managers increased by 20 percent from 2018 across all project management certifications.
|CAPM (Project Management Institute)||593||718||1,187||381||2,879|
|CSM (Scrum Alliance)||3,550||4,916||9,286||3,052||20,804|
|PMP (Project Management Institute)||13,683||18,311||28,064||9,096||69,154|
The same organization behind the more senior Project Management Professional (PMP) credential also backs the Certified Associate in Project Management (CAPM). In fact, the CAPM is properly considered a steppingstone credential for those who wish to attain PMP status by stages, rather than in a single giant leap. That’s why PMI describes the CAPM as a “valuable entry-level certification for project practitioners” that is “designed for those with little or no project experience.”
The PMP requires three to five years of documented on-the-job project management experience, depending on the educational background of each applicant. On the other hand, the CAPM requires only a high school diploma and either 1,500 hours of documented on-the-job experience (about nine months of full-time work) or 23 hours of project management classroom training prior to taking the exam. The education prerequisite can be met by completing PMI’s Project Management Basics online course which costs $350 for PMI members and $400 for non-members.
Nor does the CAPM require continuing education (which PMI calls PDUs, or professional development units) as does the PMP (60 PDUs every three years) to maintain this credential. To recertify, CAPM holders must retake the exam once every five years.
The CAPM is one of a small set of entry-level project management certifications (including the CompTIA Project+) that IT professionals interested in project management might choose to pursue. Remember, though, that it is just a steppingstone to the PMP.
Unless you work in a large organization where a project management team is in place that includes junior as well as senior positions, the CAPM by itself is unlikely to provide a ticket to a project management job. However, it’s ideal for IT professionals for whom project management is a part-time job role or who want to grow into full-time project management.
|Certification name||Certified Associate in Project Management (CAPM)|
|Prerequisites/required courses||High school diploma, associate’s degree or global equivalent, plus 1,500 hours of project management experience or 23 hours of project management education
Certification valid for five years; candidates must retake exam to maintain credential.
|Number of exams||One (150 questions; 15 questions are unscored; three hours to complete)|
|Cost per exam||Computer- or paper-based exams:
PMI member: $225 (retake $150)
Nonmember: $300 (retake $200)
Exam available in online proctored or center-based test (CBT) formats.
Exam administered by Pearson VUE.
|Self-study materials||PMI maintains a list of self-study materials on its exam guidance webpage, including the Exam Content Outline [pdf], sample exam questions [pdf] and the CAPM Handbook [pdf].
Numerous books are available, including:
A Guide to the Project Management Body of Knowledge (PMBOK Guide) – Sixth Edition; Sept. 22, 2017; Project Management Institute; ISBN-10: 1628251840; ISBN-13: 978-1628251845 (available for free download to PMI members)
CAPM exam Prep, Third Edition, by Rita Mulcahy, Sept. 2013, RMC Publications, ISBN-10: 1932735720, ISBN-13: 978-1932735727
CAPM/PMP Project Management Certification All-in-One exam Guide, Fourth Edition, by Joseph Phillips; April 23, 2018; McGraw-Hill Education; ISBN-10: 1259861627; ISBN-13: 978-1259861628
As companies seek to deliver more for less, many adopt Agile methodologies to streamline processes, build quality into products and ensure that final builds meet customer requirements. As Agile methodologies have become more popular, it’s no surprise that we see increased demand for IT practitioners qualified to manage projects in Agile environments.
While different Scrum master certifications are available, our pick is the Certified ScrumMaster (CSM) from the Scrum Alliance. This nonprofit encourages adoption of Scrum and Agile practices, promotes user groups and learning events, and provides resources for professional development. The organization boasts more than 500,000 certified practitioners worldwide.
The Scrum Alliance provides a support system for Scrum practitioners, including Scrum Gatherings, user groups, virtual communications, coaching, online training and much more. In addition to community and advocacy activities, the Scrum Alliance offers numerous Scrum-related certifications at the foundation, advanced, professional, elevated (guide) and leadership levels. Scrum Alliance certifications are designed for team members engaged in Scrum master, product owners and developer roles. The Scrum master and product owner tracks offer credentials at the foundation, advanced and professional levels which the developer track only offers a foundation and professional level cert.
For project managers getting started as Scrum practitioners, the CSM makes an excellent entry-level credential. Not only must candidates demonstrate an understanding of Scrum principles and values, but they’ll learn how to implement and apply Scrum in practice. The Scrum Alliance provides CSMs with multiple resources, plus checklists and information about the servant-leader role of the Scrum master.
Globally recognized, ASQ certifications attest to candidate expertise, mastery of industry and regulation standards, and mastery of the ASQ Body of Knowledge. Currently, ASQ offers 18 credentials, three of which specifically target project management: the Certified Six Sigma Black Belt (CSSBB) (expert level), the Six Sigma Green Belt (CSSGB) (professional level) and the Six Sigma Yellow Belt (CSSYB) (entry level).
The Certified Six Sigma Black Belt is ASQ’s highest Six Sigma credential. The CSSBB aims at experienced practitioners who understand Six Sigma methodologies (including the DMAIC model), tools, systems and philosophies. CSSBBs can lead teams or manage team dynamics, roles and responsibilities.
The path to CSSBB certification is rigorous. In addition to passing a comprehensive exam, candidates must complete two projects that employ Six Sigma tools and processes, resulting in project improvement and a positive financial project impact. An affidavit is also required to attest to the veracity of the project. Alternatively, candidates with at least three years of experience in one or more of the Six Sigma Body of Knowledge areas need only complete one Black Belt project.
CSSBB candidates are expected to demonstrate mastery of the ASQ Black Belt Body of Knowledge, called standards:
The CSSBB is valid for three years. To recertify, candidates must earn 18 recertification units or retake the exam.
|Certification name||Certified Six Sigma Black Belt (CSSBB)|
|Prerequisites/required courses||Two completed projects with signed project affidavit, or one completed project with signed affidavit plus three years of experience in one or more areas of the Six Sigma Body of Knowledge|
|Number of exams||One: computer-based (165 questions, 4.5 hours) or paper-based (150 questions, 4 hours)|
|Cost per exam||$438 members, $538 nonmembers (retakes $338)
Exams administered by Prometric.
|Self-study materials||ASQ maintains a comprehensive list of exam prep materials, including training opportunities, question banks, interactive sample exams, books and other recommended references.|
The Certified Six Sigma Green Belt (CSSGB) by ASQ is a professional-level credential targeting experienced Six Sigma practitioners. Often, a CSSGB works under the direction of the more senior CSSBB or as an assistant. CSSGBs identify issues and drive quality and process improvements in projects.
To earn the credential, candidates should have at least three years of experience working with Six Sigma processes, systems and tools. The work experience must have been full time and compensated; an unpaid internship, for example, doesn’t count. In addition, work performed must have been in at least one of the Six Sigma Green Belt Body of Knowledge competency areas.
In addition to work experience, candidates must pass an exam that tests their knowledge of the Six Sigma Green Belt Body of Knowledge. Currently, the Green Belt Body of Knowledge includes six competency areas:
Overall, this is an excellent credential for those who have some experience but are not quite ready to take on the roles and responsibilities of a Black Belt.
|Certification name||Certified Six Sigma Green Belt (CSSGB)|
|Prerequisites/required courses||Three years of experience in one or more of the Six Sigma Green Belt Body of Knowledge areas
Experience must be a full-time paid position (internships do not meet the experience requirement)
|Number of exams||One: computer-based (110 questions, 4.5 hours) or paper-based (100 questions, 4 hours)|
|Cost per exam||$338 members, $438 nonmembers; retakes cost $238
Exams administered by Prometric.
|Self-study materials||ASQ maintains a comprehensive list of exam prep materials, including training opportunities, question banks, interactive sample exams, books and other recommended references.|
The Project Management Institute (PMI) not only stands behind its Project Management Professional certification, it works with academia and training companies to ensure proper coverage and currency in the various curricula that support this and other PMI credentials. Boasting more than 500,000 global members and 750,000 PMP certified professionals around the world, PMI’s PMP remains one of the most prestigious project management credentials available. (Note: The PMP’s precursor, the CAPM, is covered in an earlier section of this article.)
That’s why you can obtain college- and university-based PMP training from so many institutions. It’s also why you may sometimes find PMP coverage integrated into certain degree programs (often at the master’s degree level).
The PMP credential is coveted by employers seeking the most highly skilled project management professionals. Developed by project managers, the PMP certification is the highest level offered in PMI certifications. It is designed to ensure that credential-holders possess the skills and qualifications necessary to successfully manage all phases of a project, including initiating, planning, scheduling, controlling and monitoring, and closing out the project.
PMP certified projects managers are also well versed and skilled in managing all aspects of the triple constraints – time, cost and scope. Employers depend on the skills of PMP professionals to manage budgets, track costs, manage scope creep, identify how changes to the triple constraints may introduce risk into the project, and minimize such risk to protect the project investment.
The standards for PMP certification are rigorous. Beyond passing a comprehensive exam, credential holders must first demonstrate and certify that they have the skills and education necessary to succeed in the project management field. Credential seekers should be ready to provide documentation for items such as education, projects worked on and hours spent in each of the five project management stages – initiating, planning, executing, monitoring and controlling, and closing out the project.
While it’s difficult to achieve, the rewards for PMP credential holders can be significant. According to PMI’s Earning Power: Project Management Salary Survey, 10th Edition, PMPs in the U.S. earn an average of 23 percent more than their non-credentialed counterparts. The survey reports median salaries of PMPs in the United States at $115,000, as opposed to $92,000 for non-PMP certified project managers.
For those interested in program management or wishing to specialize in a project management area, PMI offers several interesting additional credentials:
The PMP remains a nonpareil certification for IT and other professionals whose responsibilities encompass project management. It is the standard against which all other project management credentials are judged.
It should be noted that, after meeting the prerequisites, candidates are also required to pass a rigorous exam. Candidates must obtain an eligibility ID from PMI before they can register for the exam.
|Certification name||Project Management Professional (PMP)|
|Prerequisites/required Courses||Required courses: None
Prerequisite skills: Four-year degree, 4,500 hours in leading and directing projects, and 35 hours of project management education
Secondary degree (high school diploma, associate’s degree or equivalent), 7,500 hours leading and directing projects, and 35 hours of project management education
Note: Credential holders must earn 60 professional development units (PDUs) per each three-year cycle to maintain certification.
|Number of exams||One (200 questions, 4 hours)|
|Cost per exam||Paper* and computer-based exams:
PMI member: $405 (retake $275)
Nonmember: $555 (retake $375)
*Paper-based exam only available if candidates lives more than 150 miles from testing center or if testing center is not available in the country of residence and travel would provide an undue burden.
Exam administered by Prometric. Eligibility ID from PMI required to register.
|Self-study materials||PMI maintains a list of training resources on the PMP exam guidance webpage, including links to sample questions, the PMP exam Content Outline [pdf] and the PMP Handbook [pdf]. Additional training materials (quizzes, publications, books, practice guides and more) are available from the PMI Store.
Numerous books are available, including:
Guide to the Project Management Body of Knowledge (PMBOK Guide) – Sixth Edition; Sept. 22, 2017; Project Management Institute; ISBN-10: 1628251840; ISBN-13: 978-1628251845 (available for free download to PMI members)
PMP exam Prep: Accelerated Learning to Pass the Project Management Professional (PMP) Exam, Ninth Edition, by Rita Mulcahy; Feb. 1, 2018; RMC Publications Inc.; ISBN-10: 1943704040; ISBN-13: 978-143704040
CAPM/PMP Project Management Certification All-in-One exam Guide, Fourth Edition, by Joseph Phillips; April 23, 2018; McGraw-Hill Education; ISBN-10: 1259861627; ISBN-13: 978-1259861628
Practice exams: PMP exam practice exam and Study Guide, Ninth Edition, by J. LeRoy Ward and Ginger Levin; June 28, 2018; Auerbach Publications, ISBN-10: 1138440299; ISBN-13: 978-1138440299
Project management is truly a white-hot area for both certification seekers and employers. Several other project management certifications are available, for general IT project management as well as software development project management.
Honorable mention goes to the Global Association for Quality Management (GAQM) project management certifications, such as the Professional in Project Management, Associate in Project Management and Certified Project Director. The Prince2 Foundation and Practitioner qualifications (featured in the 2017 top-five list) are also excellent credentials and worth honorable mention.
The CompTIA Project+ credential (featured in the 2017 top-five list and honorable mention in 2018) remains a well-known entry-level project management certification for those starting their project management careers. ASQ’s Certified Six Sigma Yellow Belt (CSSYB) is another entry-level credential worth exploring, particularly if you’re interested in eventually moving up to the more senior Green and Black Belt credentials.
Most graduate business, management and management information systems (MIS) programs offer project management training to students, and some offer certificate programs outside the project management organizations as well.
You’ll also find training and occasional certification around various project management tool sets. For example, some Microsoft Learning Partners offer courses on Microsoft Project, and you can find a dizzying array of project management packages on Wikipedia’s comparison of project management software page.
The CAPM and Project+ remain the best-known entry-level project management certifications, with the PMP as the primary professional target and capstone for would-be professional IT project managers. Don’t forget to consider PMI’s related certifications as well. For project managers seeking entry into the realm of Scrum, the CSM is the best entry-level cert for Scrum practitioners.
By Brian Fugere, Chief Product Officer at symplr.
The healthcare industry today continues to face significant, ongoing challenges, including low-to-negative margins, clinician burnout and shortages, competitive pressures, and an excess of siloed software solutions.
To thrive rather than just survive amid these threats, health systems can leverage enterprise-level operations solutions that provide consistent experiences for providers, administrative staff and patients. Other industries have seen the impact of enterprise solutions, from accounting software to project management and e-commerce platforms.
I’ve spent more than 20 years as a senior executive leader and product manager at startup, growth, enterprise and turn-around organizations—and currently as the chief product officer of a company that provides healthcare operations solutions. Through my experience in product management and software development across industries, I’ve seen firsthand the toll that non-optimized, siloed technology can take on operational efficiency and revenue. Healthcare is no different. I believe that streamlined and consistent enterprise operations are the future of the healthcare industry.
Health systems that follow in the footsteps of tech and e-commerce to implement consolidated solutions that incorporate more of their operational needs can have a leg up across the organization, from improving financial margins to reducing worker burnout and ensuring regulatory compliance.
The American Hospital Association (AHA) predicts that America will face a shortage of up to 124,000 physicians by 2033 and will need to hire at least 200,000 new nurses per year to meet demand. While many healthcare workers are leaving the workforce due to reaching retirement age, many others are retiring early or switching professions due to burnout.
The epidemic of burnout among healthcare workers is often driven by system inefficiencies, administrative burdens, and increased regulatory and technology requirements. Alleviating some of the administrative burdens on healthcare workers through consolidated and consistent healthcare operations solutions can free up more time for patient care and reduce clinician burnout.
Inefficient and siloed technology has an impact on patients as well as clinicians. Many healthcare providers today offer sub-optimal consumer experiences driven by a lack of personalization, siloed and disjointed systems, and a lack of consumer-centric data.
Enterprise solutions that Boost and standardize consumer experiences can help organizations evolve their operations to be more consumer-driven. This change is much needed, as providing frictionless patient experiences throughout patients’ entire care journey is critical to improving both patient engagement and care outcomes as well as the health systems’ financial outlooks.
The past few years have proven that healthcare is no longer “recession-proof.” While margins have improved slightly since last year’s record downturn, health systems are still pressed to cut costs and do more with less. McKinsey analysts have described healthcare’s financial outlook as a “gathering storm” and say that at-scale innovation and technology enablement will be key to health systems turning headwinds into tailwinds.
Centralized, enterprise-level purchasing and operations can help health systems to thrive amid these financial challenges. Health systems must pick and choose the vendor partners they continue doing business with, and those vendor partners need to facilitate exceptional, near-immediate returns on investment. I think the vendors that can transcend transactional relationships to provide high-yield, enterprise-level solutions and become true partners for the long term will stand out from the crowd while making a significant positive impact on the quality and quantity of care health systems are able to provide.
For business leaders who are just getting started with implementing enterprise-level operation solutions, there are several key pieces of advice to keep in mind.
First and foremost, it is crucial to thoroughly evaluate your business’ specific needs and goals before implementing any solutions. Understand the pain points and inefficiencies within your current operations, and identify the areas that can benefit the most from streamlined processes or automation.
Once you have a clear understanding of your objectives, conduct thorough research on available solutions in your current inventory and in the market. Look for reputable vendors with a proven track record in delivering enterprise-level solutions. Take the time to evaluate their features, scalability, security measures and integration capabilities to ensure they align with your business requirements.
Of course, any new endeavor will come with challenges. Some of the main challenges that business leaders may encounter are effectively training staff (change management!) on the new technology and scaling the technology as the business grows to ensure it continues to meet the evolving needs of the business.
To meet these challenges, I’d recommend starting small and prioritizing incremental improvements rather than attempting a full-scale transformation all at once. Begin with a pilot project or a specific department to test the solution’s effectiveness, and gather feedback before rolling it out across the entire organization. This iterative approach allows for adjustments, mitigates potential risks or disruptions to the business, and develops internal champions that can evangelize the new solution.
Furthermore, fostering a culture of innovation and continuous improvement is essential. Encourage feedback from employees, and create channels for open communication to identify further opportunities for optimization and enhancements (more change management!).
Investing in education and training can also help you to bridge the knowledge gap and ensure that business leaders and employees have the necessary skills to adopt and leverage the solutions effectively.
Centralized enterprise purchasing rather than siloed or department-level purchasing can optimize healthcare operations through vendor-partner consolidation, improved economics and higher leverage. Rather than focusing on shiny new point solutions that carry high costs and don’t integrate with existing solutions and processes as well as they should, health system leaders can shift their focus to enterprise solutions.
Consolidating vendors and forming and leveraging relationships with a few trusted and high-value strategic partners enables health systems to Boost their efficiency, engagement and financial stability, ultimately leading to better patient care and better outcomes. By taking a proactive approach to technology training and fostering a culture of continuous improvement, business leaders can successfully navigate the implementation of enterprise-level operation solutions.
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Healthcare marketing agency The Considered has announced the promotion of Tina Bertolini to the role of head of operations and project management.
Bertolini has been with the agency since its beginnings in 2021, first as senior operations manager and then as director of operations and project management.
Prior to this, she was senior project manager at global creative agency Rapp and previously held roles at DDB.
“In many of my previous roles, I was also in positions in which I wore many hats. I think this skill set has set me up for success,” Bertolini said. “I enjoy learning aspects of everyone’s roles, as I am eager to continually grow and always happy to help my teammates.”
Commenting on her latest venture, Bertolini said: “I hope to continue to build upon how we can be even more operationally efficient, continue to wow our clients and ensure the collaborative and incredible culture we have built is maintained.”
The Considered founder and chief executive officer, David Hunt, commented: "Yes, Tina is exceptional, one of the absolute best. But more than that, Tina is a leader, she’s been a leader since she arrived, she is a leader in everything she does.
“It is why, in less than two years, having joined as a senior project manager, she is a leader in name and title, and not just words."
Jira Service Management and Airtable are powerful project management tools that cater to different needs and workflows. Jira Service Management, developed by Atlassian, is a project management tool designed specifically for software development teams. It offers a robust set of features that support agile methodologies, including Scrum and Kanban boards, backlogs, sprint planning tools and more. On the other hand, Airtable is a flexible tool that offers the simplicity of a spreadsheet to teams that need to organize work, from content production schedules to event planning and everything in between.
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Jira Service Management and Airtable both offer tiered pricing structures. Jira Service Management’s pricing structure begins with a free plan that supports up to 10 users, making it an economical choice for small teams. For larger teams, the pricing begins at $7.75 per user per month for the Standard plan and $15.25 for the Premium plan. Jira Service Management also provides an Enterprise plan for large organizations. For pricing info for this plan, you would need to contact Jira Service Management’s sales team directly.
Check out our full Jira Service Management review for a more comprehensive understanding of Jira Service Management offerings.
Airtable also provides a free plan, but its paid plans start at $10 per seat per month when billed annually for the Plus plan. The Pro plan, priced at $20 per seat per month when billed annually, provides even more advanced features. These two premium plans are billed at $12 and $24 monthly. Like Jira Service Management, Airtable also offers an Enterprise plan, but the pricing details for this plan are not publicly available.
For a more in-depth analysis of Airtable, read our full Airtable review.
Jira Service Management provides robust task-tracking features as users can create, assign and track tasks as part of their software development workflow. Tasks can be linked to specific projects and tracked through various stages of development. Jira Service Management issue and project tracking capabilities allow teams to stay on top of their work and ensure nothing falls through the cracks.
Airtable also offers strong task-tracking features. Users can create tasks as standalone items or as part of larger projects. Tasks can be assigned to team members and tracked through various stages. Airtable’s different views, including grid, calendar, Kanban and gallery, allow teams to visualize their tasks in the way that works best for them. Its spreadsheet-like grid view (Figure A) particularly stands out.
Jira Service Management is designed with agile methodologies in mind. It provides comprehensive support for Scrum and Kanban workflows, with features like Scrum boards (Figure B), Kanban boards, backlogs, sprints and more. Teams can customize their workflows to match their agile processes and Jira Service Management’s reporting features provide insights into agile metrics like velocity, burn down and more.
While Airtable isn’t specifically designed for agile methodologies, its flexibility allows it to be used in an agile manner. Teams can create Kanban views for visual task management, use date fields for sprints and more. However, it lacks some of the agile-specific features found in Jira Service Management, like Scrum boards and agile reporting.
Jira Service Management offers customizable fields, allowing teams to tailor the tool to their specific needs. Teams can create custom issue types, fields and workflows, making Jira Service Management adaptable to a wide range of projects and workflows. This level of customization makes Jira Service Management a powerful tool for teams that need to track intricate projects.
Airtable also offers customizable fields, allowing users to create a workspace that fits their workflow. Users can create fields for many data types such as text, numbers, dates and more. This flexibility allows teams to structure their work in a way that makes sense to them, making Airtable a versatile tool for a wide range of projects.
Jira Service Management has built-in time tracking, but it doesn’t offer extensive time tracking features. However, it does have fields for logging work where users can manually enter the time spent on issues. For more advanced time tracking, Jira Service Management can integrate with a variety of time tracking apps available in the Atlassian Marketplace, such as Tempo Timesheets, Work Log Pro and more.
Airtable doesn’t offer a native time-tracking feature. Users can manually create date and time fields to record when work is done, but for automatic time tracking, integration with external apps like Harvest, Toggl or others would be required.
Jira Service Management provides robust reporting and analytics features. It offers a variety of built-in reports for tracking project progress, forecasting and more. These include burndown (Figure C) and burnup charts, sprint reports, velocity charts and others. Jira Service Management’s reports can be customized to meet the team’s needs and its dashboard provides a high-level overview of the project at a glance. For more advanced analytics, Jira Service Management can integrate with tools like eazyBI.
On the other hand, Airtable offers basic reporting features. Users can create views to filter and sort records based on various criteria, and summary fields can be used to perform calculations on numeric fields. However, for more advanced reporting and analytics, users may need to use Airtable’s integration with external tools like Google Sheets or Tableau.
We used the product features listed on their websites and Checked user reviews of the two products to understand what the products offer and how users interact with Jira Service Management and Airtable. We then tested both products to form an objective comparison.
Jira Service Management is a powerful tool for teams that use Agile methodologies. However, its complexity and steep learning curve may not be ideal for teams looking for a simple, easy-to-use tool. On the other hand, Airtable is a versatile and user-friendly platform whose flexibility and customization options make it a great option for teams that need to manage diverse types of information and workflows. It also offers a more visual and intuitive interface compared to Jira Service Management, which can make it more appealing to teams whose members have less technical expertise.
In terms of pricing, both Jira Service Management and Airtable offer a range of plans to suit different budgets and needs. Jira Service Management’s pricing is based on the number of users and can be more cost-effective for small teams, while Airtable’s pricing is based on the features and level of support you need.
Though, as much as both Jira Service Management and Airtable have their appeal, the best choice for your organization will depend on your specific needs, budget and the nature of your projects. Take advantage of the free trials or plans offered by both platforms to test them and see which one best fits your team.
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