April 2011 – Kapil's Take

Project Management Tools – PHProjekt Vs SugarCRM Vs Dolibarr

Has anyone ever a difficult time organizing their meetings, leads, prospect clients, current customer issues, projects and TODOs. I know I have. I am pretty organized, but still I want and need a centralized system from where I can track everything, something that quickly gives me an overall picture. Currently I use text documents, spread sheets, gmail, google calendar and my memory to accomplish this.

I have thought about getting a CRM system or a Project Management Software to help me with my getting more organized and efficient. Just yesterday I seriously started doing a lot of research and testing things out. I was looking for a LAMP based web application that handles project management and CRM (Customer Relationship Management). Although I’m a proud owner of by business, I’m still pretty much regarded as a freelancer as opposed to an entrepreneur. I need something simple that gets the work done.

I narrowed it down to these 3:

SugarCRM
Dolibarr
PHProjekt

Now I’m really confused as to which one I should use.

These are some of the things that I need.

Ability to have customer accounts related to projects
Add and schedule different tasks inside a project
Time tracking for each task and summary of time spent on each project
ability to calculate ROI (not a must but good to have)
Keep customer related info such as project history, internal notes as to what kind of sales strategy is working with this customer, project proposals, services they are currently using from me etc…
Keep track of work that I outsource
Controllable access to let contractors check and update their tasks, and have clients update and check project issues and progress

Any help in deciding what I should be using is very much welcomed. Please leave a comment or contact me from my contact page. Thanks

Intuition and Instinct are the New Tools of the Excessive Information Age

It has been quite some time since we’ve been living in the information age. We have already quite matured in the web 2.0 and online social network age. I’m sure you’ve heard so many times that we are just bombarded with information from everywhere. I call it the “excessive information age”. All of us are now more than ever so easily influenced by everything and everyone around us from all sorts of social media, and at the same time we are getting confused by all this noise.

It is almost inevitable that we will have to evolve. We are pushing limits of our social and logical cognition. If you really think about it, the situation almost requires quick judgement and adaptation. Stability almost seems nowhere to be seen, and for thousands of years in our evolution, stability is the one thing that we have experienced and adapted to. Our environment(by this I mean our day-to-day activities, by which I mean interaction online and interaction with computers in general) is changing at such a rapid pace that our minds are getting pushed to this quick form of adaptation. Cultures all around the world seem to be blending too. So what we learned while growing up might not necessarily be very useful when interacting when we start encountering people from different races and cultures around the globe. But we are learning and evolving now more or less a single unit.

What does all this mean. Well if you go to the theory of evolution and natural selection, this is what I think is bound to happen. Success in this time and age depends on quick, rapid yet correct action. You can either make it or break it in a few actions, sometimes in a matter of weeks, and crazily sometimes even in a matter of days.

What is needed in this age is not a 1000 hours of research to make a decision, as some people do when chosing a product, a service, a house, or a job. What is required in this age of excessive information is intuition and instinct to make a correct judgement and to be able to do it quick AND TAKE ACTION, at the same time being aware of the risk of burning out too quickly. We are seeing instant successes – it no longer takes decades to reach a level that most people dream about, it takes a few years and sometimes just a few months, or in some extreme cases just a day, or well… just a single video of less than 5 minutes on this thing called ‘YouTube'(I’m sure you’ve heard of it)

I don’t see all of this as luck. I see all of this as evolution. People who might seem like they don’t have the slightest clue about what they are doing are becoming instant success. It is my belief (and please don’t sue me for this) that these people are instinctively driven to behave in a certain way, or to act a certain way.These individuals who posses this instincts to act in a quick and correct way will become successful, and to some ‘intelligent’ hard working people this may seem very scarey, because you no longer need to get a degree, or a Phd to get ahead in life(actually who am I kidding, that never was the case anyway).

What am I saying here? I’m saying, natural selection will take place because conditions have changed and the rules that applied in the past for success (and ultimately survival) don’t apply now. With these changes in the conditions in our ‘environment’ natural selection will pick out the new winners, who are instinctively driven by and towards quick correct actions.