Tools We Use

Below are tools we use on a daily basis

EmailSlackProject Management SoftwareWorkboard Teambook DropboxGoogle Docs, Google Sheets, Google SlidesQuoteRollerPassPackFreshbooksSugar CRM

Lets get to know in brief about each tool

Email (Manager, PM, Team/Tech Leads, Dev, Designer, QA, HR/Admin) Everyone

Slack Everyone

PM Software Everyone

Workboard Everyone

Teambook Managers, PM, QA, Developers

Dropbox Everyone

Google Docs, Google Sheets, Google Slides

Everyone

Quoteroller Managers & PM

PassPack PM

Freshbooks PM

Tools Used by User Group

SJ Email

Each employee is provided with SJ mail login, any email interactions related to work is done using SJ mail

It is mainly used to interact with Team and Clients.

User Role:Managers - To Interact with Clients & Overall TeamPM - To Interact with clientsTeam (Design, Dev & QA) - To send daily updates

Team Communication Software: Slackhttps://slack.com/

It contains channels related to projects and teams.

It is mainly used to have chat discussions related to projects/teams

User Role:Everyone: Discuss about Company, Projects, Daily Scrum

meeting

Project Management Software: Active Collabhttps://www.activecollab.com

PM is used to manage each project, allocate tasks, daily task update related to each project, hours log, discussion, notes, etc.

User Role:Managers - Project Review, Generate Metric Report,

Check Hours Log.PM - Manage projects, create tasks, milestones, etcTeam (Design, Dev & QA) - Update task status, log

hours.

Work and Goal Management Software: Workboardwww.myworkboard.com

Tracking Daily Tasks within team

Communicate with internal team and make them accountable

Goals Tracking

User Role:Everyone: Create AI in respective work streams,

Follow up on AI’s assigned before due date

Resource Planning Software: Teambookhttp://www.teambookapp.com/

Teambook is used to book resources Developer, QA, Designer, DataEntry for required period of time.

Each member has to login and check which project/task they are booked for and plan work accordingly.

User Role:PM - Book resource for particular projectTeam (Design, Dev & QA) - Work as per the booking done.

Dropboxwww.dropbox.com

Dropbox is mainly used to save project related files

Most of our clients use dropbox to share PSD, Files

Company Brochures, Portfolios are also saved and shared

User Role:Everyone - To share files with team and client.

Google Docs

Company related documents are saved and shared in google docs

Project specs and documents are also saved in google docs so that all team members can have access to it.

User Role:Managers & PM - To create & manage process

docs, meeting agenda, manage projects specs, etc

Team (Design, Dev & QA) - Access process & specification docs, maintain meeting agenda, etc

Google Sheets

● It is mostly used prepare project estimates which is shared within the team, client is not given access to this

● It is also used to prepare reports and other purposes

User Role:Managers - To manage reports & review estimatesPM - To prepare project estimatesTeam (Design, Dev & QA) - Update project estimates

Google Slides

It is mostly used to prepare presentations for teams

User Role:Managers, PM, HR/Admin, Tech Leads

- prepare presentations for team members

Business Proposal Software: QuoteRollerhttp://www.quoteroller.com

This tool is used to send proposals to clients, it includes projects specs/requirements, estimate and payment sections.

We start working on a project only after client accepts our proposals and pays 50%

User Role:Managers - Review proposalsPM - To create and send project proposals to clients

Password/Credential Manager: PassPackhttps://www.passpack.com

PassPack tool is used to save and share project credentials such as FTP, DB login details

User Role:PM - To save & manage project

credentials

Freshbooks is used for billing purpose

For hourly rate projects, hours spent by team members for particular task/project are logged here by respective PM and later billed to client

User Role:Managers - To send invoices to clientsPM - To log billable hours of projects in order to bill

client

Accounting and Billing Software: Freshbookshttps://www.freshbooks.com/