What was your reason for seeking out project management software?
I realised that I required the ability to put all aspects of the project into one workflow for added efficiency. We used to do everything on paper. I’d have spreadsheets everywhere, bits of paper here, print-outs there; It was chaos. What I wanted to do was bring it all together so that I could log into one system that would inform me what needs doing and when. There were occasions where I was invoicing customers four months after we finished because I forgot to invoice them upon completion. I needed something that automatically remind me that I had un-invoiced revenue.
We also wanted something to help us to fulfill the Golden Thread of information. We have to have an audit trail for everything we do; to show exactly what was done, and when. Consequently, I needed a system that would allow me to upload, store and retrieve each and every piece of documentation and photographic evidence with ease; all to and from one secure location. This is a legal requirement for us.