How do you present designs to remote stakeholders?

6 Jan 2009 - 7:05pm
5 years ago
3 replies
672 reads
Anna Kalata
2008

Happy New Year!

I'm working for an agency that wants to move into bringing web-based
collaborative tools to our team and clients. While I've come across many
good options for traditional project management and groupware systems, I was
wondering if anyone on the list had a preferred tool that serves as a
repository for uploading/displaying files for client viewing, feedback, and
approval.

Basecamp is one option I've used that enables clients to be involved in the
project management process, but I'm not sure most of our clients have that
level of web-savvy-ness. Two tools I've briefly looked at are ConceptShare
[1] and Protonotes [2], and would welcome feedback if anyone had used these,
but I also wonder if these are simple enough for clients used to print
deliverables.

Building a barebones system or customizing an open-source framework might
become the preferred option. So, I guess I should revise my question not to
focus on tools, but effectiveness of methods when communicating or
presenting asynchronously and remotely with clients. What works well, what
doesn't work, what do you wish you had, what do your clients/stakeholders
love the most?

Thanks,

-Anna

[1] http://www.conceptshare.com/
[2] http://www.protonotes.com/

Comments

11 Jan 2009 - 5:14am
Adrian Howard
2005

On 7 Jan 2009, at 00:05, Anna Kalata wrote:
[snip]
> Building a barebones system or customizing an open-source framework
> might
> become the preferred option. So, I guess I should revise my question
> not to
> focus on tools, but effectiveness of methods when communicating or
> presenting asynchronously and remotely with clients. What works
> well, what
> doesn't work, what do you wish you had, what do your clients/
> stakeholders
> love the most?
[snip]

I've used project blogs in the past. Having a central location where
everybody could post up mock-ups, visuals, links to early versions,
progress reports, etc. seemed to work quite well. Since most blogging
tools come with tools that allow you to imbed images, movies, audio,
etc. out of the box set up time was pretty small. Client feedback via
blog comments.

If I do it again - I'll have the client as an equal-rights poster to
the blog too. In hindsight some of their communications when they were
talking about how the business worked would have been handled better
that way.

Didn't really use it as a presentation tool. We still had occasional
face to face meet ups, plus regular teleconference + VNC to run demos/
meetings. However the continual communication via blog posts/comments
helped everybody keep on track and make those meeting more effective.

Cheers,

Adrian

12 Jan 2009 - 3:04am
Husain Hakim
2009

You could check out http://www.getsignoff.com/. Built especially for the need you describe. I have no experience with it, yet but it is enticing!

12 Jan 2009 - 2:38pm
Tori Breitling
2007

For smaller scale projects and teams, I've used google sites with some
success.

I create a new site for each flow, then create a page for each screen, which
is simply a graphic (sometimes including my annotations) exported from OG.
Each google page allows comments, (though not editing, strangely) and you
can choose who can edit and/or collaborate for the site. Additionally,
google will track versions, as long as you name your images sequentially.
I'll create links to all the sub pages from the home page, along with last
date of revision and description of the screen.

Then, I train the team to look at the wiki for the latest screen shots.
Additionally, i can link to each screen individually, if necessary, in
email.

It works fairly well as long as you don't need to track the history of
collaboration too much.

Tori

snip
>
>
> I'm working for an agency that wants to move into bringing web-based
> collaborative tools to our team and clients. While I've come across many
> good options for traditional project management and groupware systems, I
> was
> wondering if anyone on the list had a preferred tool that serves as a
> repository for uploading/displaying files for client viewing, feedback, and
> approval.
>
> snip

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