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We are a couple of months in now and have had no significant complaints from the staff about using the platform.

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If we hadn’t created a client contact list including team members for each company this would have been a disaster! Team Feedback After the TransitionĪnother reason we decided to upgrade from Basecamp 2 to 3 is the familiarity and ease of use by our team. To do this, we first created a client contact list before deleting the contacts from Basecamp 2. We found it was easier to simply delete these users out of our new Basecamp 3 account ourselves and then manually add them back to each project as clients. This happened to every one of our clients. One of the FAQ documents warned that Clients might appear as team members, but the support team is happy to help convert these folks. While the workaround was relatively straightforward (removing clients from the Basecamp 2 projects and turning this feature off before importing), the next step turned out to be a bit of a hassle. The big asterix for us was the last point on the list of items that wouldn't be moved over: Client projects do not move over, but Basecamp 3 promised a workaround. First, we reviewed ‘ Moving Projects from Basecamp 2 to Basecamp 3’. There were, however, a few notes to share about the actual import. Tips for Migrating from Basecamp 2 to Basecamp 3

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And we were able to update all active projects in Basecamp 3, with minimal ‘extra’ work.

Basecamp allowed us to keep our older projects that we didn’t want to update in the Basecamp 2 option. Basecamp provides a ‘sticky bar’ that allows easy click-through between the two Basecamp versions.

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One of the most significant considerations that influenced this was keeping Basecamp 2 for existing projects for free if you only create new projects in Basecamp 3. Our Reasons for Choosing Basecamp 3Īs we were already with Basecamp 2, we figured that switching over to Basecamp 3 would present the easiest option when it came to project migration. We found that many project management platforms boasted tons of integrations, but when we tested them out, many just shared information rather than had the functionality embedded into them.Ī lot of free trials and YouTube videos later, we ultimately decided to switch from our current project management software, Basecamp 2, to Basecamp 3.

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We decided that we would prefer if most of the core tasks could be completed within the software application itself rather than externally when looking for a new project management application. Have True Integrations - with our current system, we found that we were using several external applications and then linking them to our projects (such as Google Drive File Management, Milanote Mood Boards etc.). For us, this equation needed to show a ‘return on our investment’. Our flexible company structure made more sense for us to find a product that worked on a single-use fee rather than a per-user or per-project model. We were looking for something that would fit our needs without adding unnecessary expenses. We wanted to move everything over rather than switch back to the old system when we needed to reference something.įit Our Budget - the project management apps are diverse in capabilities, but they span the spectrum when it comes to pricing. Simple Migration - with 100+ projects currently stored in our current management program (some archived and some active), we needed a solution that wouldn’t be a headache to import our Basecamp projects to another project management application. With a lot of different options, whichever product we chose would need to satisfy the following points: Once we started to look into options for project management software, we realized that this was a vast and diverse sector, so we needed to narrow down our wish list to help us figure out which products were contenders for our business model. We were also looking for tools that would make it easier to view how our projects were progressing, which would allow us to better plan our production schedule. The primary motivator was to improve our company efficiency and streamline both our internal and external communications. Recently, the Custom Fit Online team decided it was time to update our project management software.

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