Host: Wim Kerkhoff
Guest: James Davis
SUMMARY
00:00 James and Wim introduce themselves and discuss the series on project management challenges in MSPs.
01:45 They explain the challenge of not seeing the bigger picture in project management and the limitations of PSA tools.
03:20 James discusses the band-aid solutions used by techs to visualize projects, such as using Asana or Excel spreadsheets.
05:10 They highlight the importance of setting priorities and focusing on projects over day-to-day tasks.
07:15 Wim shares the benefits of adopting agile and lean methodologies and using Kanban to visualize projects.
09:30 They discuss the need for clear roles and responsibilities in project management and the importance of scoping and standardization.
Curious about how TopLeft integrates with your PSA? Schedule a call now: https://www.topleft.team/schedule-demo