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Konstantin2014-03-09 16:30:39
CRM
Konstantin, 2014-03-09 16:30:39

How to implement a full cycle of work on a project in a web studio?

Share your implementation of the customer accounting and collaboration cycle (CRM + workflow), task setting (tracker), development (version control system), deployment.
Let me imagine a situation - a young web studio that does not want to work as a "sharashka office", we want to use the experience of our elder brothers so as not to step on a rake.
How do you implement the process of a full cycle of work on a project - from entering a client into CRM and ending with deployment to a production server? It is possible in general terms - a list of tools, if everything else is a trade secret.
Of course, you can come to all this yourself, and write the software yourself, but there are enough inventors of bicycles without us.
1. CRM is a very difficult question, megaplan, sugarcrm?
2. Workflow - exchange of documents, information - dropbox, etc?
3. tracker (preferably some kind of integration with CRM) - jira, redmine?
4. version control system - okay, git
5. deploy - jenkinks, bamboo?
How to place all this - cloud, rackspace? VPN for each logical link?
What is important - we need democratic prices for a license for up to 10 people (or free open source).

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5 answer(s)
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Kirim, 2014-03-18
@Kirim

We put all these processes on redmine using our own RedmineCRM plugins . There are a lot of things in Redmine "out of the box" 3 and 4 points are covered, in my opinion, completely. 2nd stretch, there are plugins for integration with Dropbox, but working with documents in general is not very convenient. Although you can use the same tasks (We built a workflow in our company on tasks, created two trackers "Incoming" and "Outgoing" and secretaries and accounting departments use them to process workflow at a primitive level). There is a plugin
for CRM (we started writing with a copy of Highrise, but then it grew quite seriously), in which you can also track the workflow of transactions. Helpdesk will also be useful for sure
. It is one of our main tools. All mail from clients comes to redmine and it is convenient to keep track of what has been answered and what has not yet been answered.
For Jenkins, too, by the way, there is a plugin that shows everything in Redmine inside the project. But it's debatable, to be honest. We didn't put it inside. It is enough to use an external service.
It is especially convenient that everything is in one place - inside Redmine. We have worked a lot with companies that use it, that they just don't come up with. Accounting, invoicing, KPI tracking of employees.
Hosting is quite cheap FirstVDS, the minimum configuration will be enough for <50 users
PS: Today released a new free plugin Redmine Agilesomething like Trello And we plan to develop it by adding tools for Scrum and Kanban methodologies

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Dunadan, 2014-03-10
@Dunadan

We personally developed our tools ourselves.
Recently, we have been carrying tasks with clients in Kanban, but we have our own internal accounting.
CRM - your own
Workflow, all kinds of designs and layout - in SVN
Tracker - your own
Version control system - SVN or git.
Deploy - wrote your own, simple php script with a set of instructions (make a checkout, create / delete directories, roll back to the previous version, etc.). We add as difficulties arise.
For all this, we purchased a virtual server. As long as it's enough.
Why did you write your own?
Initially, existing systems were either very monstrous or very expensive. We decided to start simple, then file as needed.
We liked :)

V
Vitaly Niksenkin, 2014-03-10
@404666

disk.yandex.ru
docs.google.com suits
me

V
Vasily, 2014-03-14
@basil24

We use Bitrix24, which is quite convenient. Of course, there are also disadvantages, but the system is developing quite dynamically. For small teams, the basic functionality can be used for free.

4
4Proof, 2016-07-30
@4Proof

www.onlyoffice.com/ru - free and Russian version is also available.

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