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White Papers

Top Three Indicators That You're Ready for a Project Management Tool

Project management is critical for an organization of any size, for accomplishing goals and reaching new milestones. But the question remains, how do you know if your organization is ready to take the plunge and invest in a project management tool?

A business in its growth stage looking for scalability and to establish processes that can be maintained and sustained over a long and fruitful future, is more than likely, well positioned for a project management solution. For project-centric organizations, there’s no question that a PM tool is necessary for managing demand, resources, time, etc. But for other organizations, the answer isn’t always as clear.

That’s why we decided to conduct an interview with 150 software buyers - to help us identify the top three indicators that a company is ready to upgrade from their current practices, such as using email and excel, to more sophisticated project management systems. This white paper will reveal the three indicators that drive companies to invest in a project management tool.

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The PM Challenges of Email, Excel Spreadsheets and Desktop Folders

It's surprising how many people and companies still try to manage their tasks and projects with old school techniques like email inboxes, excel spreadsheets, desktop folders - even physical notepads. While these are all great tools, there's a time and place for using them, which in our opinion is best left for individual projects. For organizations who wish to achieve scalability and improve their bottom line, a detailed view into the past, present and future is vital.

This white paper will examine the pros and cons of managing tasks and projects, using email inboxes, excel spreadsheets and desktop folders.

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Market Landscape Report: Navigating the PM & PPM Software Sector

The project management software market is understatedly crowded, with over 300 available options. And it is of utmost importance to take the time to understand the vast landscape of this market – and ultimately, which solution is most suitable for an organization’s needs.

This white paper will help organizations differentiate the various PM & PPM Software categories and the benefits offered by each. Furthermore, it will detail which solution is most ideal based on the type of organization and project environment. 

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Process Improvement Projects

Although many organizations initially underestimate the role of project management in their process improvement initiatives, once they have committed to these strategic changes, the implementation of these improvements naturally fall into the hands of a designated project manager to see these initiatives through.  This white paper will help organizations identify what to expect when facing the delivery of business process improvement projects and the challenges of dealing with extensive change resulting from these strategic initiatives.  Moreover, it will also explore the OPM3 project management process improvement methodology and the role of change management that can impact the overall success of process improvement delivery.

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A Darwinian Approach to Completing Tasks: Managing Work’s Lowest Common Denominator

In essence, task management at the enterprise level is a collective effort.  The project managers and team leaders are the ones in charge of planning and assigning tasks, but it’s usually up to the team members to manage and complete them. They have to eliminate as much noise as possible from their “Things to do” list by getting the most important items out of the way and off their plates so they don’t get overwhelmed or bogged down in a task quagmire.

In this paper, I’ll be focusing on task and time management at the enterprise level and how the Getting things Done and First Things First methodologies can be adapted in relation to the bigger picture at hand: the overall success of the project or company itself.

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Reconciling your Limited Talent Pool with your Project Pipeline

In this paper, we will be focusing on the impact a proper project governance policy can have on the corporate decision-making process when it comes to selecting which projects should be worked on and when, as well as effective ways to manage your resources and project pipeline. 

The Art of Project Planning

At the heart of every project lies a plan that drives the activities that result in the final outcome of the intended project or product that was initially envisioned by the customer. In the project management world the customer (whether internal or external) is king. Meaning delivering on what was planned in a timely manner will make the difference between a good customer experience and one that can go awry. The tricky thing about any project plan is that it's the project stakeholders involve that help define the level of complexity and direction of its structure. With this being the case, it is up to the project manager responsible for building the plan to manage customer expectations while identifying the needs of team members so that deliverables can be efficiently managed and met.

This white paper will provide organizations with common strategies project managers leverage to develop effective project plans that can please both team members and stakeholders who are ultimately responsible for the successful execution and outcome of the activities detailed by the project manager.

Best Practices in Stakeholder Management

When managing a project, the root cause of its success or failure is often overlooked.  Although it is true that the project manager is the primary driver of projects, the ultimate positive or negative outcome of a project is determined by its stakeholders. This being the case, it is critical that project managers and their teams employ the best means to optimize stakeholder communications so that project expectations are met. The challenge project management office (PMO) leaders and project- centric organizations face is the ability to incorporate an effective stakeholder management methodology and tool set in their existing project and portfolio management initiatives.

In this white paper, project-centric organizations will learn about the necessary steps required to effectively implement a stakeholder management strategy that will deliver the necessary results critical to a project's success.

Best practices in Enterprise Project Management

For project-centric organizations looking to incorporate an EPM strategy in their practice, it is recommended to adopt a top down approach in which the organization as a whole is plugged into the improved ways of tracking, accessing and sharing project information. Enterprise Project Management takes a holistic approach to managing all projects within an organization with great consideration given to their impact on the people, processes and corporate objectives. The idea is to develop a project management environment where projects are not treated based on individual merit, but as a group of interrelated goals that are linked to a single group of people with finite availability and talent.  

This white paper will help organizations identify the common characteristics in their project management practice that confirm their readiness for EPM and provide basic guidelines to successfully reach the maturity required to improve their project management practice. 

Top 10 Must-Have Reports for Project Managers

One of the primary goals project managers need to accomplish in their daily work is to deliver the necessary status reports to their stakeholders along with providing themselves with the mission-critical data that will impact their performance and the ultimate delivery of their projects. Although the culture of reporting will vary from organization to organization, there are some fundamental project details any effective project leader needs to share and consult to help drive his or her decision making process.  Keeping a project on track is never an easy process and good project managers understand that they need to constantly ask the questions concerning workload, costs, timeline and overall progress.  Each project stakeholder (including the project leader), will need to have answers to these emerging questions in a timely fashion in order to address inevitable bottlenecks and to deliver what was promised to their end customer. 



When evaluating Genius Project, we found that it had a great balance between price and available functionalities.The solution is highly customizable to fit one's reality and integrates seamlessly via an open API. They display an excellent knowledge-base via a combination of their experts and web content.

Ibrahima Bah
IT Project Manager

The main reason for selecting Genius Project can be attributed to the first class service delivered by the Genius team confirming that we can build a long standing partnership with a trusted advisor, rather than just a transactional supplier/customer relationship. 

Another big factor in selecting Genius Project is the fact it delivers 90% of what we need today out-of-the-box and has the scalability and flexibility along with its technical team to meet out future needs.  In addition, Genius Project's user-friendly GUI is nice, clean and easy to follow with direct terminology and menu options that can adapt to our business.

Matt Harrison
Head of Programmes & Service Development