VIDEO: Visor Review: Unveiling the Power of Project Management

Transcription

Hello project managers! Visor is a data tool meant to work in conjunction with your project management solution with a strong focus on collaboration. It can link numerous sources of data together and present it in a clean and simple view. Poor communication and sloppy integrations can lead to delayed projects, wasted time, and a misuse of resources, all of which lead to less money for your company. So let’s take a look at Visor and see what it can do for your company.

Visor’s collaboration tools are the star of the show. Visor was built to be used in conjunction with Jira, but it also integrates well with Salesforce and Hubspot. It can import numerous spreadsheets and supports over 75 different Jira field types. It also works to import your dropdown fields, Jira nesting, or other details from your SaaS apps and the integrations are two-way, for example you can import a bunch of data over from Salesforce to Visor make a bulk edit and that change will push back over to Salesforce.

Of course, most people aren’t super keen on looking at data in a huge spreadsheet, and Visor helps you arrange your data into clean and simple views. Your data can be viewed as a timeline, a gantt chart, or a roadmap. This data can come from a single data source, or using JQL import you can pull in multiple projects into a single roadmap to provide stakeholders with a big picture look on the data. You can customize these with filters to show only the information you need, and you can set as many views of your data as you need, allowing you to see it from all angles.

Visor also allows you to add custom fields and conditional formatting to your data. Simplicity is key, especially when picking up a new software, and Visor helps with that using drag-and-drop arrangement on all your data visualizations. In an ideal world, sharing data should be both simple AND secure, and that’s what Visor is shooting for. You have unlimited view-only shares, so you can send the data to clients, customers, or whoever else would need to share some of the views with you.

If you want to give external parties edit access, you’ll need to upgrade to their Pro plan, however. You can also lock down different parts of your data, so even if you give someone access to edit your data, you can keep them from altering key points of data. Now let’s take a look at its pros and cons. Starting with its pros: It’s got a clean, simple UI. The data visualizations look good. They have a customer-facing development roadmap, showing all the new features they’re constantly working on.

Onto the cons: There’s no undo or redo button It lacks the ability to handle more advanced data features, like dependencies. It’s important to note though, that both these cons are on their roadmap to get fixes, so hopefully they won’t be an issue for much longer. Visor is a useful tool to make your data more palatable, easier to customize, and shareable. But if Visor doesn’t sound up your alley, you can see our list of the top PM tools available by clicking on that link at the bottom of the screen. Hope that helps! Happy project managing.

Delve into the features and functionalities of Visor as we assess its usability, effectiveness in project management, and overall user experience. Read more about top project management software solutions.

Written By
PMCom Team
PMCom Team
Apr 9, 2024
1 minute read
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PMCom Team

This article was produced by the PMCom editorial team.

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