April 4, 2023

How to Use Agile Project Management Software for Client Work

Written by
Pavel Bukengolts
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The Agile Manifesto states “Individuals and interactions over processes and tools,” but here’s a secret: you can only be as Agile as your tools allow you to be.

If you have to dig through spreadsheets to find information, you’re losing hours of work each week. That’s not Agile. If you have to manually track down project updates because you don’t have a tool where you can find the information, then you’re not really collaborating. And you’re not really Agile.

But if you’re using project management software the right way, it can enable all manner of Agile processes, no matter what industry you’re in. All you have to do is apply it to your team’s unique workflow.

At DePalma, we follow an Agile methodology for both client work and for our own work. And we need our project management software to keep our business running.

Here are three important ways we utilize Agile project management software in our work.

[cta-two]Which project management software
is right for your business?[/cta-two]

Quantify and estimate work

To win the trust of new clients—and to make sure you don’t create an impossible project plan—it’s imperative to deliver trustworthy estimates of work.

But calculating how long work will take is not an exact science. That’s why project managers are often haunted by the dreaded, “How long will this take?”

Agile provides an innovative solution. Instead of using dates to estimate work, we use points to quantify the difficulty of each task. Commonly referred to as story points, these units of measurement refer to a length of time someone spends on a certain task.

The more story points a task requires, the more difficult it is to complete.

What’s more, project management software that’s truly made for Agile work will include native functionality for assigning story points. You should be able to view story points by user as well as by sprint or the period of defined work.

A screenshot of a release burndown chart showing progress made on a project.
The amount of work in each sprint is defined by the number of story points.

While using story points is still a form of estimation, it is a much more scientific approach than outright guessing.

By explaining this process to clients and showing them how we manage it in our software, we’re able to put their minds at ease and more quickly develop a sense of trust.

Another thought: Use non-numerical estimations
Some minds don’t fit the numerical mold, so you can use alternate effort estimations, such as shirt sizes (S, M, L, etc.) or bodies of water (puddle, pond, lake, etc.). These can still be easily translated into story points for the client-facing side of the business while allowing teams to follow a process that works best for them.

Connect different teams with task details

At DePalma, we often take clients’ ideas from concept to design to code, which is a complex process. So another major way we utilize project management software is to help team members, and entire teams, collaborate throughout the process.

This is where a kanban board becomes invaluable.

The design is pretty simple. Cards are used to represent tasks, and they’re moved through different lanes on the board that each correlate to a stage of work.

Screenshot of an agile project management agency scrum board.
Behold, the organizational beauty of a kanban board.

Each card can serve as a repository of information for that task. For example, when a developer needs to understand the work that’s been done by the design team on a task, they don’t have to embark on an hour-long search. They can just reference the card and immediately understand the context of the task.

This use case may sound simple, but software design and development projects can be exceedingly complex. You can’t overlook the details.

Plus, this type of information architecture helps reduce cognitive load for the user. Instead of having to dig through emails, reference spreadsheets, and translate Google docs, our team can easily sort through information in one place.

Use reporting to prove and improve efficiency

For an agency, reporting serves several goals. First and foremost, it helps ensure we get paid. But it also helps us stay accountable to our goals and prove to the client that we’re improving our efficiency throughout the project.

Additionally, reporting further supports the value of story points. For example, we allocate a certain amount of story points to each design or development sprint. As we progress through the project, our goal is to continuously increase the amount of completed story points in each sprint.

Without project management software specifically built for Agile, we couldn’t effectively track this KPI—which means we couldn’t demonstrate how our efficiency is increasing or prove why working with a UX agency was the right choice for the client in the first place.

Screenshot of a dashboard view showing multiple burndown charts for a team.
A visual dashboard of work completed versus work planned can be a lifesaver.

Furthermore, we use reporting to refine the accuracy of our estimations. I mentioned that using story points is better than pulling deadlines out of thin air, but it’s still a form of estimation. But detailed reporting helps us refine our estimations by pinpointing where we were inaccurate.

When did tasks get pushed to a subsequent sprint? Why did they happen? By looking at retrospective data, we’re able to uncover the answers and make better estimations for the client.

The right project management software can help your Agile efforts

Of course, these are only a few functions that are available in today’s project management software. But as an agency that has designed and developed applications for both enterprises and startups, these are the most important ways we utilize our software.

Remember, it takes the right structure to be Agile. Chaos is not productive, and not following a process isn’t professional.

If you get a tool that enables your process rather than creating detours, you’ll find that the right tools really do support Agile interactions.


Pavel Bukengolts is the Director of User Experience at DePalma.​​​​​​​ With over twenty-five years of experience in behavioral design and user experience, Pavel has lead teams on expansive projects for brands like United Airlines, Healthtrust Purchasing Group, and Sitecore.

Learn more about project management software and compare products using our Project Management Product Guide. Many PM solutions can accommodate Agile workflows, and by looking at software side by side, you can more easily determine which products will best suit your business.


Featured project management partners

1 monday.com

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monday.com Work OS is the project management software that helps you and your team plan, execute, and track projects and workflows in one collaborative space. Manage everything from simple to complex projects more efficiently with the help of visual boards, 200+ ready-made templates, clever no-code automations, and easy integrations. In addition, custom dashboards simplify reporting, so you can evaluate your progress and make data-driven decisions.

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2 Wrike

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Wrike’s top-notch workflow management software allows you to easily visualize priorities, boost collaboration, and maintain control of your projects. Bonus: you can move seamlessly between apps, without logging in or out. Wrike has more than 400+ integrations with popular platforms such as Google, Dropbox, Microsoft Office, and many more. Automation and AI features strip away time-consuming admin tasks so you can do the best work of your life.

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3 Quickbase

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Big ideas aren’t simple to execute. So we’re here to help you tackle any project, no matter how complex. We’re Quickbase.

Quickbase helps customers see, connect and control complex projects that reshape our world. Whether it’s raising a skyscraper or coordinating vaccine rollouts, the no-code software platform allows business users to custom fit solutions to the way they work – using information from across the systems they already have.

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