Question

Topic: Other

Approval Process

Posted by Anonymous on 250 Points
I am wondering what project management tools you've found to help with the document editing and approval process. We have a multi-national team that is involved in the creation of web copy, product briefs, white papers, presentations and more. We tend to find ourselves in endless loops in which document drafts that are initially ignored by certain roles and functions and then are heavily edited late in the document development process. The result is a less than efficient, frustrating process (or lack thereof). If you have any "tool" suggestions that might send automatic reminders, "time-out" contributions from folks who ignore multiple requests, and document approvals, I will be grateful!
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RESPONSES

  • Posted by Gary Bloomer on Accepted
    Basecamp sends e-mails to everyone connected with a project and allows you to add tags as to who needs to do what and when.
  • Posted on Author
    Thanks Gary! I will take a serious look at Basecamp. Thanks again.

    Phil
  • Posted by Veslebert on Accepted
    Hi
    Have you checked Red Booth?

    Alberto
  • Posted on Author
    Alberto,

    Thanks. No, I hadn't. I looked at SmartSheet early this morning before getting busy. I'll look at Red Booth tonight/tomorrow morning.

    Best,
    Phil
  • Posted by telemoxie on Accepted
    I have experienced the same problem on a smaller scale. My personal preference is to avoid electronic markup. If I could have my way, I would publish a draft version and allow people to comment using things like red pens and highlighters and so forth. There is a lot of resistance to such an approach. Everyone wants to be high-tech, and turn on "version tracking." And maybe that could work if everyone were running the same version of software and if every site was virus free.

    To me, a major problem deals with deletions. If I send text to one person, and they don't think a particular point is important, they might simply delete it. This does not give other people a chance to evaluating the text as written.

    And some people are not content to simply comment or strike out, but start rearranging paragraphs and changing order. This makes a real mess. I worked on a proposal, which was updated and edited in three countries, and 75% of my time was spent cleaning up electronic confusion.

    if those reviewing your document (or some of those reviewing your document) absolutely insists on electronic markup, I would try to send each of them a unique document and deal with each person's comments and changes one at a time.

    Good luck.
  • Posted on Author
    Great comment. Yes, all of these issues occur in my world as well. A recent doc went through over 30 revisions, for example. Thanks!

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