Tips and examples

How To Automate Project Management? Let’s Get Started!

June 2022
Want to automate your project management? Here is how!
Are you tired of your project management and doing everything slow by hand? Let us show you how you can automate your project management the efficient way.

How To Automate Project Management? Let’s Get Started!

Project management can be really challenging but not when you get the option of automating it. Don't you have any idea what we are talking about? Don't worry; we have got you covered in this article!

Want to automate your project management? Here is how!

Benefits Of Automating Project Management

Here is why you should consider automating your project management:

  • It Auto-Generates Repeated Tasks
    Many tasks are identical, but you still have to do them since they are part of the process. Not to forget they are very tedious too. But why do they in the first place when you can automate the process?
  • Motivating the Workforce
    The synced automation feature allows everyone to keep track of how much progress has been made, and if anyone is lacking, then they can get motivated by the part they are playing in getting things done.
  • Onboarding All the Projects
    Projects can be a great mess. But the good thing is that you can organize and structure them with the help of automation so that whenever you try to find data or a file from a project, you never get stuck in a mess.

    Project Management Apps that can be Automated

  • Asana: it is a well-known project management app, and you can automate the tasks in it, making the job a lot easier.
  • ClickUp: if you are running a large team, then this app will work the best for you.
  • Miro: integration is the key for any business to run smoothly, and that can be done with the help of this app.
  • Clockify: another app that you can automate the tasks in; it allows you to keep the time track of each employee.
Want to automate your project management? Here is how!

Still not moving forward?

Have you trouble automating your project management process? Get in touch with us, makeitfuture, we will make the work easier for you!

Cloud Integration, iPaaS, SaaS, BPA… Ough, hard to keep track of all these terms. They are currently used frequently (and increasingly) in the context of automation, and it is sometimes difficult to make a clear distinction and distinction. We have already written blog posts on the terms iPaaS, SaaS and BPA, but we’ll take them up again here to make the difference.

But let’s start with cloud integration, because that’s the central umbrella term in which we embed all the other technologies in this blog post.

Arrange a free cloud integration consultation now

What does Cloud Integration mean?

What does Cloud Integration mean?

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  • Is available in real time
  • Can be accessed from almost anywhere
  • Reduce potential sources of error by entering the same data multiple times
  • Require less installation and maintenance
  • Can optimize business processes

Arrange a free cloud integration consultation now

To illustrate these advantages, an example is suitable that we know well from our everyday work as an automation agency:

The central data to be used here is the data of a major customer. This can be the simplest information, such as the address. This address is required in numerous but completely different processes in the company: on the one hand, for correct invoicing in accounting. On the other hand, in the CRM system, where all the data of the large customer is also stored. But the address is also important in sales, for example, when employees go to the sales meeting on site.

Now the customer announces that the address of the company has changed after a move. This information will reach you by e-mail. There are now two options:

01. The e-mail is forwarded to all affected departments, accounting, sales, customer service, marketing… All persons open their corresponding program, CRM, accounting software, marketing tools (such as newsletter marketing) and change the data already stored there of the customer. This means that in multiple applications, different people do exactly the same thing: change one address.

02. But there is also an alternative: By connecting your applications, thus by integrizing them, the customer’s e-mail, or rather the information it contains about the address change, is automatically passed on to all affected applications: CRM, accounting, marketing, ERP. This does not require any clicks, because the cloud integration detects a trigger, i.e. address change, and thus automatically starts the process.

What sounds unimpressive in a single process becomes more effective when such a process occurs several times a day or weekly. Because there is a lot of data that is available in different applications and should always be correct. If these applications are cloud applications they are suitable for cloud integration.

But cloud integration doesn’t just happen. There are now a variety of applications that enable and implement this. Such tools usually allow us to link the relevant cloud applications on a central platform and define clear rules on when, how, where, how much data should be passed on and what happens to them.

IPaaS, SaaS, BPA, ABC – who can still see through it?

To realize cloud integration, there are various applications and technologies that are sometimes used interchangeably.

We have made a first distinction between iPaaS and BPA here.

We explain the term SaaS in more detail here.

Here the short version, again:
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Cloud integration cannot be done without SaaS, iPaaS and BPA

Cloud integration is rather an umbrella term that includes numerous technologies, such as SaaS, iPaaS and BPA, and this is also absolutely necessary. Cloud integration is a concept that is made possible by appropriate technologies.

However, all terms share the commonality that they are cloud-based and thus offer enormous potential for growth and scaling. In addition, they are often cheaper to implement and maintain because changed requirements are easy to implement.

As an independent automation agency, we implement cloud integration according to your requirements. We use a variety of SaaS tools and iPaas (strictly speaking BPA) software. Together we find individual solutions that are flexible and scalable.

Arrange a free cloud integration consultation now

Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.
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Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.