Clarizen: Collaborative Online Project Management for Small-Midsize Businesses

by Bill Ives

I think that project management is one of the killer apps for web 2.0 within the enterprise. It was one of the applications that first excited me about the business potential of web 2.0 (e.g., An Enterprise 2.0 Poster Child in the IT Department). Clarizen is designed to bring online, collaborative project management solutions to small-midsize businesses (SMBs) so they can manage all of their projects and resources in one place with transparency of web 2.0. This transparency also allows the sharing of projects with team members, partners, vendors and customers.

I recently spoke with Eran Aloni, Vice President of Product Marketing at Clarizen Inc. This company started in Israel but moved to Silicon Valley in June 2007. They have a community of Clarizen blogs, that gives more of the product and company context, Clarizen announced its beta product at the Enterprise 2.0 conference in Boston in June. The commercial version came out in mid-October. Eran mentioned that most project management tools in the past focused on the planning phase. “You would spend long hours putting together a project plan that often was too rigid to be useful over the duration of the project,” said Aloni. I can relate to this as I have suffered through months of planning and re-planning on enterprise IT projects.

With Clarizen, the focus is on the execution part. While the tool is scalable and can handle complex projects, it is also flexible and makes it easy to start an effort. It can handle efforts like research and development with 100s of tasks and visibility to many people. You can share projects across organizations with security and a permission mechanism. At the same time an individual can see across all the projects they are allowed to view. Despite general Web 2.0 security concerns that some have expressed, it seems to me that tools like Clarizen offer more control over security. This cross-project visibility is much better than trying to share project updates through email, for example.

I saw the interface and it has a nice dashboard that remains consistent as you drill down. It is easy enough for even me to use it, a real test for the business user. You first see across projects and then can look within them to easily see stuff at risk in both a road map and list format. Project notes are wiki like for collaboration and allow for lessons learned. The interface makes it simple for team members to be participants. They can also report progress through email that get integrated into Clarizen through a free application. Clarizen also sends out status email that team members can respond to directly or log into Clarizen for more detail. You can use a draft mode for planning purposes and people are not engaged in the update process until you shift to action mode.

They have created a number or templates, including a professional services template that allows for parallel budget management for billing. The industry specific templates have incorporated industry specific terms. One of the features I most appreciated was the ability to delegate the design and management of project subtasks with Clarizen. You can easily distribute responsibility but the overall project management has visibility and oversight.

I have written in several posts how the transparency of web 2.0 can change behavior. Eran said they he has heard from clients that people like going into the office knowing their tasks are all green and that everyone knows this. It makes good behavior visible. Managers have said they do not have to chase people now for updates. Like Al Essa in the MIT example I referenced at the start of this post, managers are given back much of their day through enterprise tools like Clarizen and can become more coaches and mentors than watch dogs. Automation World and Fast Company, among others, have provided comments on Clarizen and the general improvement of web 2.0 tools.

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5 Comments »

  Jenny Polack wrote @ February 16th, 2008 at 2:11 am

It’s funny how many of Clarizen’s slogan phrases resemble those of another project management tool, called Wrike. E.g. they both offer to manage projects in one place. Isn’t it weird? Who stole from whom? I know one fact for sure: Wrike was these before Clarizen showed up. That gets me thinking… I’ve checked out Clarizen by the way, it’s not bad. But I think that Wrike offers more in email integration and timeline features.

  Free project Management Templates wrote @ September 7th, 2009 at 8:14 am

One question I would have is whether a product like Clarizen is flexible enough to manage different segments of a project in different ways. One requirement I have, listed in one of the posts referenced in the above link, is this: “The ability to mix and match control models so that both discrete, defined tasks as well as more flexible group oriented agile work techniques can be incorporated into the same overall management and reporting structure.”

  Bill Ives wrote @ September 11th, 2009 at 9:05 am

good question. It has been a while since i spoke with them so I would suggest you contact them directly – Bill

  prince2 training courses wrote @ September 28th, 2009 at 7:27 am

I have been looking at various piece of software that could help in projectment. I think online tools are the way forward, i have looked at mind manager and will now go and look at Clarizen.

Need to find something that those not trained in project management can also use. Any ideas?

  iTeam webdesigner wrote @ September 28th, 2009 at 4:56 pm

I think this looks to be an excellent application with one of the best function/ GUI blends I have seen. Haven’t tried it htough and am concerned about signing up for an app that (albeit great looking) has a relatively steep price curve.

I have used Wrike and am currently used XOho projects. Have also used Basecamp, Liquidplanner and lots of other SaaS apps.

What I miss from Zoho is an ‘info bridge’ page – many project systems are too preoccupied with an isolated projects approach. Whilst this is great for hardcore delegation (milestones, tasks ect) it misses the human factor concerning e.g. overall pro

Also, task templates is a huge factor in my decision-making. The apps mentionend here have this – but I would really like an options to add plain info bridge pages across project for general procedures concering all projects…though Zoho has imporved a lot by moving towards a ’social sphere’ interface it is still too ‘project centric / liniar for our needs – this is what yanks my chain and makes me look for a better option . have not found it yet though…

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