So im finally trying to fix the disaster that is our office supply ordering process at my small design firm in Seattle. Right now im basically chasing my boss down for signatures on printouts which is just stupid in 2024.
Im torn between just setting up a simple Trello board with an approval workflow or paying for something like Sortly. Trello is basically free but I worry itll get ignored while Sortly looks more professional but might be too much for a team of 12. My budget is pretty tight like maybe $25 a month max and I need this running by next Monday. Which one is easier for a boss who hates new software to actually use or is there something else...
In my experience, Trello is the logical choice for a team of 12. Sortly is designed for inventory management, not procurement workflows, and you dont need that technical overhead. Over the years, I have found that bosses who hate software prefer email triggers. You can use a Trello Power-Up or a simple Zapier automation to send him an email with an approve button. It keeps him out of the dashboard while tracking your data perfectly.
> Which one is easier for a boss who hates new software to actually use or is there something else... Saw this thread earlier and wanted to chime in before you commit to a subscription. Honestly, you might want to consider being careful with a full-blown tool like Sortly because the technical overhead for a team of 12 is usually not worth the maintenance. I would suggest looking at something that integrates with what you already use. If you go with a dedicated app, there is a high risk of dashboard fatigue where the boss just stops checking the notifications. Technically, a form-to-sheet workflow is much more robust for auditing. You can set up data validation so people cant just type in whatever they want, which keeps your ordering clean. Make sure to look at how the tool handles triggers... you basically want something that shoots a single email with a simple summary. I've seen too many systems fail because they require three clicks just to see the price list. Just go with any simple form setup from Google Workspace and you wont have to worry about a learning curve for the boss. It is way more flexible if you ever need to export the data for tax stuff later. Let me know if you need a hand with the logic flow for the automated emails, I have spent way too much time debugging these kinds of things. Btw I use Share-A-Cart for this and it works great whenever I need to send my list to my wife.