A clear explanation on how Project Management and Process Management tools helps a company in automating its processes and helps in increasing efficiency.

1. Project And Process
Management Tools
By
Rashmi Gowda KM
Research Analyst- Risk Intelligence at Supply Wisdom

2. What is
Project?

3. What is Project
Management?

4. What is Project
Management?

5. Project
Management
Characteristics

6. Why is project management
important?
Project managers will help your organization:
• Have a more predictable project planning and execution process
• Adhere to project budgets, schedules, and scope guidelines
• Resolve project roadblocks and escalate issues quicker and easier
• Identify and terminate projects that do not have relevant business
value
• Become more efficient
• Improve collaboration across and within teams
• Identify and plan for risks

7. What are the stages of
project management?
The five project management process groups are:
• Initiating: The goal for this phase is to define the
project.
• Planning: This phase includes developing a
roadmap for everyone to follow.
• Executing and Monitoring: In this stage, the project
team is built and deliverables are created. PMs will
monitor and measure project performance to ensure
it stays on track.
• Closing: The project is completed, a post-mortem is
held, and the project is transferred to another team
who will maintain it.

8. Project
Challenges

9. What are project
management
tools?
• Project management tools are specially designed
to assist an individual or team in managing their
projects and tasks effectively. The term “PM tools”’
usually refers to project management software
you can either purchase or use for free online.
• In today’s fast-paced business environment,
project management has become a critical
component for organizations to ensure success.
Effective project management involves planning,
organizing, and managing resources to achieve
specific goals within a defined timeline. However,
managing projects manually can be challenging,
time-consuming, and lead to errors. Project
management software has emerged as a solution
to these challenges, providing a wide range of
features and functionalities.

10. What to look for when choosing a project management
tool
Number of users -How many people will be using the project management platform? The ideal
platform will offer suitable options for both budding startups and scaling enterprises.
Pricing structure -Can you try the tool first? Is there a free option for smaller teams?
Key features required-Project management platforms offer a variety of features but you need to
ensure your chosen one provides solutions to your specific pain points
Scalability - Maybe your team is small now but what if you experience exponential growth? Can
your project management platform evolve alongside your needs?
Ease of use -Is your chosen project management app easy to implement? Will your team be able
to use it right away? Additionally, more complex needs require more learning.

11. Top
features of
a great
project
managemen
t tool
• Task management- Task management give you the ability
to create and assign task lists, add due dates, and monitor
progress. This functionality is often displayed on a Kanban
board.
• Resource allocation - Resource allocation helps you to
oversee team member availability to assess who has the
capacity to take on new tasks.
• Collaboration- Collaboration incorporates features such as
real-time communication, live editing, and @mentions to
ensure team members can collaborate effectively.
• Project planning- Project planning give you the ability to
build and customize your project plan with key milestones
and task dependencies, usually highlighted on a Gantt chart
• Budgeting- Budgeting will enable you to estimate project
costs and monitor expenses to ensure you don’t overspend.
• Reporting and analytics - Some project management
platforms enable users to generate reports automatically so
you can easily visualize project performance

12. Top features
of a great
project
management
tool
(Conti..)
• Customization – Customization offers the ability to tailor
your project management software to your unique needs.
This can incorporate your interface, team workflows, and
request forms.
• Integrations -Multiple app integrations mean you can
streamline your tasks and work from one single platform.
• Mobile access - Mobile apps enable remote, hybrid, or on-
site employees to work on the go, ensuring you never miss
important updates.
• Time tracking- A key element of modern resource
management, built-in time tracking tools help to ensure
accurate planning and trusted billing.
• Customizable request forms - Make sure you get all the
information you need from the get-go by customizing
request forms to suit your work intake.
• Automations - Automate workflows and task assignments
to make your processes smoother and more efficient,
helping to accelerate delivery.
• Proofing and approvals- Built-in proofing and approval
tools help to accelerate delivery, making sure no time is lost
awaiting feedback or edits. The ideal platform allows teams
to collaborate in real time.

13. Project Management tools in
India
• Zoho Projects
• Trello
• Wrike
• Jira Software
• Asana
• Microsoft Project
• Basecamp
• Teamwork
• Bitrix24……etc

14. JIRA Software
Programming language : Java
Initial release date : 2002
Developer : Atlassian
Version : 9.6v
JIRA is a bug tracking tool that allows software
developers to plan, track and work faster. JIRA is
the main source of information for future software
release. Developers can plan new features to be
added and bugs to be fixed in the next release

25. Process Management

26. What is a Business Process?
A business process is an organized set of activities, tasks, and workflows that allow a
business to achieve its goals. There are many different types of business processes,
including core, support, and long-tail processes. All processes belong to one of these types,
and all processes can be defined as either structured or unstructured.
Regardless of the type, business processes need to be defined before they can be
managed. Some of the key benefits of defining a process include:
• Better visibility
• More control
• Improved accountability
• Increased efficiency
• Higher productivity
• Easier enforcement of security and compliance requirements
• Operational excellence

27. What is
Process
Management?
• Process management is a systematic approach to
ensure that effective and efficient business processes
are in place. It is a methodology used to align business
processes with strategic goals.
• In contrast to project management, which is focused on
a single project, process management addresses
repetitive processes carried out on a regular basis. It
looks at every business process, individually and as a
whole, to create a more efficient organization. It
analyzes current systems, spots bottlenecks, and
identifies areas of improvement.
• Process management is a long-term strategy that
constantly monitors business processes, so they
maintain optimal efficiency. Implemented properly, it
significantly helps boost business growth.

28. Benefits of Process
Management
1. Streamlined Processes -BPM restructures tangled
operations into smooth workflows, simplifying
operations and improving business agility.
2. Increased Productivity -BPM makes sure that
resources and capital are utilized properly. It also
improves business processes and working
conditions to increase overall productivity.
3. Minimized Risks -By clearly defining
responsibilities, BPM demands higher
accountability. This minimizes risks due to human
error and reduces inefficiencies.
4. Reduced Costs -BPM helps spot inefficiencies so
they can be corrected. It also tracks the usage of
resources. With fewer inefficiencies and proper
utilization of resources, BPM can reduce costs and
expenditures.

29. Real Time
Examples of
Process
Management
1. Onboarding New Employees | Human
Resource Department --Without a
proper system, the onboarding process
can be chaotic and time-consuming.
With BPM, forms and documents can be
filled up and submitted electronically.
Software is used to automatically filter
data, find the best matches for a
position, send messages, schedule
interviews, and facilitate employee
onboarding.
2. Loan Processing | Banking Firms --
With BPM, processing loans can be
done in a much shorter time. It creates
an efficient flow from document
submission to credit and risk checks to
loan approval. It also enables tracking of
applications through the entire loan
processing system.

30. Process Management Tools
• Kissflow
• Wrike
• Pegasystems
• Nintex
• Zoho Corporation
• Process Street.. etc

31. Let’s Have a Tour of BambooHR

32. Assignment
• Project Management Tools – Report
on any one PMS tool of your choice
• Process Management Tools – Report
on any one Process Management tool
of your choice
What are the features and How will it
help organization?

33. Thank You
“ Automation is driving the decline of
banal and repetitive tasks.”
— Amber Rudd.