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Gestión de Proyectos creativos Preguntas frecuentes

¿Qué es un proyecto creativo?

Un proyecto creativo tiende a ser una solución original “imaginativa” o “artística” a un problema que enfrentan las empresas de marketing digital, agencias de publicidad, estudios de marca y otro tipo de negocios.

¿Qué es la gestión creativa de proyectos?

La gestión creativa de proyectos implica navegar las necesidades y el flujo de trabajo de un equipo al que se le ha asignado una tarea orientada hacia la creatividad. También puede ser el “intermediario” para equipos técnicos / administrativos y equipos creativos para garantizar que todos trabajen juntos sin problemas.

¿Cómo se gestiona un proyecto creativo?

Desafortunadamente, no hay una única forma de administrar un proyecto creativo. Sin embargo, hay algunos pasos que puedes seguir al momento de comenzar:

  1. Lleva a cabo un cuidadoso proceso de recopilación de requisitos.
  2. Inicia el proyecto con una sólida reunión de kickoff.
  3. Asegúrate de saber cómo hacer (y utilizar) unos buenos planes y presupuestos del proyecto.
  4. Administra y controla proyectos hasta la entrega al monitorear el progreso y mantener una comunicación frecuente (¡reducir el arrastramiento del alcance!)
  5. Una vez que hayas entregado el producto final, asegúrate de obtener comentarios útiles de tus equipos (por ejemplo, en una reunión retrospectiva).

¿Dónde comenzar? Lee libros, escucha podcasts o sigue blogs sobre la gestión creativa del flujo de trabajo. Nuestras guías prácticas de gestión de proyectos son un buen recurso para que te orientes.

¿Quién usa el software de gestión de proyectos creativos?

Cualquiera puede usar software creativo de gestión de proyectos, pero algunos ejemplos específicos incluyen: diseñadores, fundadores, clientes, gerentes de marketing y más.

¿Cuál es el software de gestión de proyectos más fácil para equipos creativos?

Un software de gestión de proyectos fácil de usar como Monday o Asana puede funcionar bien para equipos o agencias creativas que no están muy familiriaziados con la tecnología. Estas aplicaciones son lo suficientemente populares como para tener un sólido número de “Guías Prácticas” en YouTube, sus sitios web y otros foros online.

¿No estás buscando un software de gestión de proyectos de diseño creativo o gráfico? Consulta nuestras otras listas de software para administrar equipos, recursos y proyectos:

  1. ¿Tienes un equipo de tipo creativo que no cree en plazos y fechas límites? Prueba nuestras recomendaciones de software de programación de proyectos.
  2. Las estrategias de comunicación en el trabajo siempre pueden mejorar. Estas herramientas de colaboración pueden ayudarte a romper el hielo e iniciar la conversación.
  3. ¿Sufres de arrastramiento del alcance en el proyecto? Las herramientas de administración de requisitos pueden ayudarte a evitar que las cosas se salgan de control.

Esto te ayudará a comparar y evaluar rápidamente el mejor software de gestión de proyectos para diseñadores, agencias de marketing, estudios de marca y otros equipos que sacarle provecho al software creativo.

Creative Agency Project Management Software DPM Logo Soup 2021

Compara y Evalúa Rápidamente los 10 Mejores programas de Gestión de Proyectos para Agencias Creativas

Si alguna vez has sido gerente de un proyecto creativo o has administrado una agencia o equipo creativo, entonces sabes que esta posición viene con un conjunto de desafíos particulares. Si es la primera vez que te diriges a la gestión de proyectos para equipos creativos, abróchate el cinturón.

La cantidad de agencias creativas internas va en aumento, lo que puede significar que podrías tener que: (1) Luchar por clientes en un mercado laboral cada vez más competitivo o (2) Tener que integrar un equipo de agencia creativa dentro de su espacio laboral. No importa la situación, siempre es importante estar preparado.

El software de gestión de proyectos para equipos creativos puede fomentar la colaboración, mantener organizadas las fechas y los plazos, inspirar a las personas a compartir sus ideas y comenzar a construir a partir de ellas, y fomentar la innovación. Es una forma de equilibrar las necesidades administrativas prácticas y tangibles con la imaginación, la libertad y la creatividad necesarias para destacar sobre el resto.

En esta publicación, compartiré con ustedes el mejor software de gestión de proyectos para agencias creativas; explicaré cómo el software de colaboración creativa puede ayudarte a inspirar a tu equipo, evitar descuidos y cumplir mejor con los plazos; y responderé algunas preguntas frecuentes sobre la gestión de proyectos creativos. Y para que sepas cómo tomamos nuestras decisiones, también repasaré lo que debes buscar en el diseño de software de gestión de proyectos y mostraré nuestros criterios evaluativos.

The Digital Project Manager es financiado por sus lectores. Cuando haces clic en los enlaces de nuestro sitio, podríamos ganar una comisión. Más información.

Criterios Comparativos de Aplicaciones de Gestión de Proyectos

¿Cómo evalúo la gestión de proyectos para equipos creativos? Aquí tienes un desglose de algunas de mis consideraciones al evaluar programas de gestión de proyectos:

  1. Interfaz de usuario (UI): ¿Ofrece vistas claras y navegación intuitiva que le gustaría a su equipo creativo centrado en el diseño?
  2. Usabilidad: ¿es fácil de aprender y usar? Para las agencias creativas, elegir un software con buena tecnología y atención al usuario es importante porque no todos en el equipo estarán familiarizados con los aspectos técnicos del software. Además, para que sea fácil de usar, debe ofrecer una forma de administrar archivos de manera eficiente y acceder fácilmente a los miembros del equipo a través de funciones de comunicación integradas. La capacidad de usar modelos prefabricados (y crear los suyos propias) para proyectos recurrentes también puede hacer que la herramienta sea aún más útil desde el incio.
  3. Características y funciones: ¿Cuántas de las características y funciones clave del software de gestión creativa proporciona y qué tan potentes son? Específicamente, busqué:
    1. Informes y formularios de admisión: esto simplifica el proceso de admisión con formularios dinámicos que permiten a tus equipos establecer flujos de preguntas específicos para las solicitudes entrantes, almacenando todos estos detalles en una ubicación central.
    2. Gestión visual y personalizable de la carga de trabajo: esto incluye características de planificación de proyectos y seguimiento de tareas que le ayudan a todos a gestionar sus cargas de trabajo. Deben poder ver proyectos, tareas, plazos, dependencias y conflictos de programación en una línea de tiempo, y seguir el progreso en paneles visuales. Y debido a que cada equipo creativo trabaja de una manera diferente, los flujos de trabajo de aprobación personalizados son una característica útil para definir y monitorear el trabajo.
    3. Comentarios colaborativos: los comentarios, la revisión y la colaboración son una parte importante del proceso creativo. El mejor software de gestión de proyectos para equipos creativos debería facilitar este proceso con edición colaborativa en tiempo real, marcas visuales, consolidación de comentarios y control de versiones que muestre claramente los cambios del artículo y el historial de aprobación.
    4. Características de los informes: debido a la naturaleza del trabajo creativo, justificar el costo de los equipos creativos puede ser un poco difícil: el mejor software incluye informes hermosos y simples que ilustran el progreso y el valor de tu equipo para las partes interesadas.
    5. Gestión del presupuesto: incluye funciones de estimación, gestión de facturas, facturación, control del tiempo e informes financieros que capitalizan los datos del proyecto que ya están en el sistema, lo que te ahorra muchos dolores de cabeza.
  4. Integraciones: las integraciones por defecto con Adobe Creative Suite (Photoshop, Premiere Pro, InDesign, Illustrator, etc.) son ideales para muchos equipos. Y si no hay integraciones por defecto con herramientas populares que usan las organizaciones creativas, me fijo en lo fácil y económico que es configurarlas.
  5. Relación calidad-precio: ¿Cuán apropiado es el precio según sus características, capacidades y usos? ¿Los precios son claros, transparentes y flexibles?

Best for annotating and versioning

  • 14-day free trial + free plan available
  • From $8/user/month (billed annually)
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Rating: 4.6/5

monday.com is a work management platform that has dozens of use cases, including creative and design work.

Why I picked monday.com: Easy, visual and intuitive, monday.com is an award-winning software used by over 70,000 teams. In our evaluation criteria, I specify that we are looking for customizable workload management and collaborative feedback, which is something that this platform handles particularly well.

monday.com has a repository where you can store all files related to your projects and easily collaborate on them. Once a file is uploaded, you can annotate and comment on an asset, and keep a record of the different versions of it. Finally, the boards have the capacity to handle custom workflows where you can keep your team up to date on expectations.

monday.com Standout Features & Integrations

Features include shareable forms for project management steps like project initiation, requirements gathering, and approvals, which helps speed up these processes and make sure you're getting input from everyone involved. The tool also includes expense tracking (via a customizable template) and the ability to create content calendars for marketing and social media projects.

Integrations include DropBox, Excel, Google Calendar, Google Drive, Integromat, Slack, Trello, Pipedrive, Jira, Mailchimp, and even more through Zapier.

Best for full-scale creative agency project management

  • Free trial available
  • From $9/user/month (billed annually)
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Rating: 4.4/5

Bonsai Agency Software is a full-scale solution designed to enhance the operations of creative teams. It's a robust platform that simplifies project tracking, client management, and financial oversight. Aimed at agencies within the creative industry, Bonsai helps users maintain a clear focus on their creative work while efficiently managing the administrative aspects of their projects. 

Why I Picked Bonsai:  What sets Bonsai apart from its competitors is its deep customization specifically tailored for creative workflows. It provides an intuitive interface that supports not only project management but also aids in automating repetitive tasks such as invoicing and contract management. Unique features include a suite of templates specifically designed for creative proposals and contracts, integrated time tracking directly linked to specific tasks and projects, and a powerful budget planning and expense tracking system that caters to the nuanced needs of small and mid-size agencies. 

Bonsai offers advanced insights and analytics on team profitability based on total logged time, billable hours, and cost rates per project or per client. This feature allows users to uncover hidden costs and opportunities and improve their business’s efficiency and profitability. Bonsai also allows users to assign projects and tasks to their team or contractors, prioritize their week, and see exactly how projects progress. The ability to analyze team effectiveness helps your agency refine your resource management and improve success rates by completing projects on time and on budget. 

Bonsai Standout Features and Integrations

Features include a client CRM, which means you don't have to switch between account management and project management tools. The tool also offers a client portal, which allows clients to view project progress, approve deliverables, and communicate directly within the platform.

Integrations include Gmail, Google Calendar, Zapier, Slack, QuickBooks Online, Calendly, ClickUp, Trello, Google Drive, Google Sheets, Xero, HubSpot, and more.

Best for visibility into agency operations

  • 14-day free trial + free demo available
  • From $26/user/month (billed annually)
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Rating: 4.5/5

Scoro is a work management software that caters to professional service businesses, including creative agencies, by providing a unified platform for managing projects, finances, and resources. 

Why I picked Scoro: Scoro is an all-in-one work management tool and integrates project delivery, sales and CRM, resource planning, time tracking, and financial management into a single system. This integration is particularly beneficial for creative projects where collaboration and real-time updates are crucial.

The platform includes customizable dashboards that can help in making informed decisions based on real-time data.

Scoro Standout Features & Integrations

Features include reporting and analytics for agency operations as a whole (rather than just on a per-project basis), via which you'll get insights into progress, results, and future outlook in areas like agency performance and financials. Scoro also includes automatic retainer invoicing so your agency gets paid faster and stays profitable.

Integrations include Google Calendar, Microsoft Exchange, Xero, QuickBooks, Sage Intacct, Expensify, Stripe, Jira, Slack, Asana, Dropbox, PayPal, and more.

Best for managing projects, people, and equipment in one place

  • 30-day free trial
  • From $4.16/user/month (billed annually)
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Rating: 4.7/5

Resource Guru is an employee management software for agencies that has time, project, and resource management in a single platform.

Why I picked Resource Guru: In addition to building project plans, the software also has resource management features like an employee directory with information like skill sets, location, and availability. Within the platform, you can set up custom schedules for each of your team members, assign projects and tasks, and track their progress. Schedules and capacity planning inform how projects are scheduled and managed.

Everything is managed in a single calendar, helping create a high-level picture of how work will get done, by who, when, and with what tools. The software can also produce forecasts for employee capacities and resource utilization.

Resource Guru Standout Features & Integrations

Features include wait lists for team members (new work is added to this list when team members are overcapacity), which helps you keep track of upcoming work even if it can't be started yet. The tool also allows you to manage equipment availability and capacity alongside the human resources working on your projects, which keeps all resourcing information in one place.

Integrations include Apple Calendar, Calendly, Google Calendar, and Outlook Calendar. A paid Zapier account can be used to configure additional integrations.

Best for managing resources, projects, and finances

  • 14-day free trial
  • From $9/month (billed annually)
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Rating: 4.7/5

Productive is an all-in-one agency management software with project management, resource planning, time tracking, budgeting, and collaboration features.

Why I picked Productive: Creative agencies can use this tool to not just plan their projects, but manage their resources, budgets, and time. The software offers a comprehensive task management system that allows users to assign tasks to individual team members, keep track of progress on each task, and set deadlines. Users can also set up recurring tasks so they don’t have to worry about manually creating them each time.

Users can upload documents in the platform or link them from other cloud storage services, and connect them with specific projects or tasks. The resource management features allow teams to keep track of who is working on which tasks and assign tasks in the context of everyone's workload.

Productive Standout Features & Integrations

Features include a built-in time tracker tool that you and your team can use to log hours for each task or client project, which helps keep billing and budgeting accurate. The scheduling tool in Productive also allows you to include placeholders as you're assigning work to resources and setting due dates. This is useful if you're planning tentative work that your agency hasn't officially won yet or when project priorities aren't set in stone.

Integrations include Dropbox, Exact, Jira, Outlook, Microsoft Calendar, Slack, QuickBooks, and Xero. A Zapier integration is also available, which can unlock more integrations with a paid account.

Best project management software for scaling organizations

  • Pricing upon request
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Rating: 4.1/5

Kantata is a SaaS product that's been designed to make project management a whole lot easier for creative agencies. It's got a clean, intuitive interface that makes it easy to get a handle on what's going on with your projects, and it's got plenty of features that are specifically designed for creative agencies.

Why I picked Kantata: First off, there's the project dashboard. It gives you a bird's eye view of all your projects, so you can see at a glance what's on track, what's behind schedule, and what needs your attention. Then there's the time tracking feature. This is a game-changer for creative agencies, where time really is money. Kantata makes it easy to track how much time you're spending on each project, so you can make sure you're billing accurately and staying profitable.

Kantata Standout Features & Integrations

Features include advanced resource management capabilities like specific workload and allocation views, and a database where you can keep track of which team members have which skills, skill gap analysis, and projected demand and profitability. These help you see who's working on what, so you can make sure everyone's pulling their weight and no one's getting overloaded.

Integrations. As part of their “API-first strategy”, they’ve built a solution that doesn’t require a third party in order to integrate with any apps. They provide an integration platform (called M-Bridge) that’s designed to simplify integration between Kantata and other business apps like CRM, HCM, and financial software. On top of the M-Bridge platform, Kantata provides several pre-built integrations with these tools: Expensify, G Suite, Xero, Salesforce, Netsuite, Jira, Hubspot, Slack, Concur, Dynamics 365, Qualtrics, Quickbooks, and Sage Intacct.

Best for strategic agency management

  • Free bespoke demo
  • From $17/month
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Rating: 3.8/5

Synergist is a project management and agency management software that caters to the needs of marketing, creative, PR, digital agencies, and consultants. The software is designed to offer real-time insights, enhance business intelligence, and facilitate remote work.

Why I picked Synergist: Synergist is designed to assist agencies in managing their projects, clients, and financials. It includes features for customer relationship management, project planning, resource scheduling, time tracking, invoicing, and advanced analytics, all aimed at improving project profitability and management efficiency. 

Moreover, Synergist emphasizes a strategic approach to agency management by offering a comprehensive system for project and financial oversight, backed by bespoke onboarding, expert advice, and ongoing support from experienced consultants. It is designed to help agencies make better business decisions, manage clients and new business effectively, and accurately plan for future capacity. 

Synergist Standout Features & Integrations

Features include pipeline management tools, estimating and quoting capabilities, task and workflow management, expense tracking, purchasing tools, invoicing and revenue management, dashboards and reporting, and a mobile app.

Integrations include Xero, Sage, HubSpot, Outlook Calendar, Microsoft OneDrive, Google Drive, Dropbox, Microsoft 365, HubSpot CRM, and Salesforce CRM.

Best for no-code business apps

  • 30-day free trial + free demo available
  • From $35/user/month (billed annually, min 20 users)
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Rating: 4.4/5

QuickBase is a platform that allows users to create custom business applications without extensive coding knowledge. The platform aims to help businesses streamline their processes and improve productivity by providing a flexible and user-friendly interface for creating and managing applications.

Why I picked QuickBase: With QuickBase, creative agencies can easily build custom applications tailored to their specific project management needs, without the need for extensive coding knowledge or IT support. This enables agencies to quickly adapt and configure their apps to match their unique workflows, ensuring seamless integration with existing processes.

By leveraging QuickBase's customizable forms, automated workflows, and data tracking capabilities, creative agencies can streamline project management processes. They can centralize project information, track tasks, assign responsibilities, and monitor progress in real-time. This promotes efficient collaboration among team members, facilitates communication, and enables stakeholders to have a comprehensive view of project status and milestones, all within a single platform.

QuickBase Standout Features & Integrations

Features include enterprise-grade security and compliance tools, AI capabilities, reporting and analytics capabilities, mobile capabilities, end-to-end visibility, and resources such as eBooks, research reports, and webinars to help users learn and stay updated on the latest technology trends.

Integrations include Jira, Asana, Tableau, Microsoft Teams, Slack, Trello, DocuSign, Zendesk, OneDrive, and Quickbooks Online.

Best to connect with Figma

  • Free plan available
  • From $15/seat/month (billed annually)
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Rating: 4.7/5

FigJam is an online whiteboard solution that's versatile and user-friendly. It's created by Figma, and connects easily with the company's design platform, making it a good choice for creative teams already using Figma.

Why I picked FigJam: This software can be used for project management but also brainstorming, ideation, workflow mapping, and more. Your team can either start from a blank canvas or select from one of many pre-built templates available. Templates include timelines, roadmaps, brainstorm frameworks, flowcharts, and more.

What makes this tool stand out is not just its versatility but also its connectivity with Figma. For creative design teams, this is super helpful because you can ideate, plan, track, and execute your work all in the same environment. FigJam assets can be turned into prototypes in Figma, helping your team reduce app-switching and keep things cohesive.

FigJam Standout Features & Integrations

Features include pre-built project management templates, audio and live chat, stamp and emoji reacts, external collaborator access, calendar and timeline widgets, bitmoji avatars, music player, and mobile app.

Integrations include Figma, Microsoft Teams, Asana, Jira, Mixpanel, and Github.

Best for cross-organizational reporting

  • 14-day free trial
  • From $5/user/month (billed annually) + free plan available
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Rating: 4.7/5

Nifty offers creative teams and organizations a single workspace to collaborate and manage projects.

Why I picked Nifty: Cross-project overviews give organizational clarity, and task progress is automatically updated as teammates complete the corresponding tasks. Nifty boasts automated project status reporting, and a time tracker to track time across members, tasks, and projects. The task list and Kanban view offer added task management flexibility.

Nifty is robust enough to manage development sprints while remaining approachable and flexible to a variety of workflows. A cross-organizational project overview tab provides insights into high-level timelines which can be turned into a task-level deep-dive analysis of any project. Nifty also has a help center to ensure you maximize your team’s efforts.

Nifty Standout Features & Integrations

Features include discussions, forms, time tracking, milestones, file management, project portfolios, and reporting.

Integrations include data import from Asana, Basecamp, ClickUp, and Trello so you can quickly establish your workflow. Along with native integrations with Slack, Google Drive, G Suite, Google Calendar, Zoom, and GitHub; Nifty’s integration with Zapier connects Nifty with over 1000+ apps.

Resumen del Mejor Software de Gestión de Proyectos Creativos

Otros Programas de Gestión de Flujo de Trabajo Creativo

¿Necesitas más ideas de aplicaciones de software creativo? Después de todo, los proyectos creativos a veces necesitan pensar de manera particular e innovadora. Aquí tienes algunas otras sugerencias de software creativo para empezar.

  1. MeisterTask

    Kanban-inspired collaboration for creative teams

  2. Freedcamp

    For 3rd party integrations

  3. Filestage

    For its variety of ways to gather feedback

  4. Ziflow

    Deliver exceptional creative work with the leading creative collaboration platform for agencies and brands

  5. Teamwork.com

    For monitoring team capacity and workload

  6. Planview Clarizen

    Creative project management software for enterprise

  7. FunctionFox

    Creative PM tool with time tracking

  8. Ravetree

    For retainer contracts

  9. Streamtime

    Job management software for creative businesses

  10. Admation

    Creative project management and workflow management software designed specifically for marketing teams and ad agencies

¿Necesitas Ayuda Para Reducir las Opciones?

Esta herramienta es bastante útil. Nos hemos asociado con Crozdesk para brindarte acceso a su “Buscador de software”.

Si ingresas algunos de los detalles sobre tu proyecto y las funciones que buscas en una herramienta de administración de proyectos, generará una lista de herramientas que coinciden con tus preferencias. Sólo debes proporcionar tu correo electrónico y te enviarán una bonita guía en PDF con un resumen de las mejores coincidencias.

¿Qué Opinas Sobre Estas Aplicaciones de Software Creativo?

Los equipos creativos requieren soluciones creativas para sus problemas de gestión de proyectos. Lo anterior son algunas sugerencias pero, como de costumbre, no es una lista exhaustiva. ¿Qué herramientas o software utilizas para la gestión de proyectos creativos? Me encantaría que dejaras tus sugerencias en los comentarios.