Projecis: Centralized and Streamlined Knowledge Base

Russell Holmes, CEO and Co-Founder
There are many options to choose from when it comes to project coordination software, and often they fall into a mix of trying to balance roles as project management services, collaborative tools, and knowledge maintenance. With such a mix playing the field, these offerings need to sell themselves as tools that make a company more competitive and make teams more productive.

That’s where Projecis comes in, offering collaborative tools that emphasize team hierarchy, security, and customization. While the company had its beginnings in providing services to the clinical research market, the company has adapted its tools to help other industries such as legal firms, marketing groups, and private education.

“We have positioned ourselves as a powerful productivity tool,” says Russell Holmes, Founder and CEO of Projecis. With a background in clinical research, Holmes understands the value of productive, focused, and coordinated project collaboration. Holmes founded the company in 2009, and the first product was launched in 2011. Since then, the relatively small company has gained both U.S. and international clientele.

One of Projecis’s standout features is its emphasis on control and security. Users can decide what information remains private, and can customize privacy settings by project, document, groups, and even individual. Not only is information kept confidential, this also helps team leaders control the project, keep members on track and tied to specific projects, preventing unauthorized changes to key parts of the project. “In certain other platforms, the project team members are seen as equals and can do whatever they want within the software,” says Holmes. “We don’t see it that way. I don’t think any team is normally constructed that way.” Within this software, there are team leaders who oversee and approve or deny changes.

Customization is another key selling point, allowing team leaders to develop milestones and tasks, while progress is tracked in Gantt charts.
Communication tools (chat, group discussions, alerts, embedded VoIP), meetings, events, calendars, and documents all exist within the system along with a comment thread on every artifact—and these topics are searchable. Projecis even sets up a dashboard that can navigate hundreds of pages of old data and track newly entered data in real time.

Communication tools, meetings, events, tasks, calendars, and documents all exist within the system along with a comment thread on every artifact

That said, these features are not the only things that make Projecis stand out: the main trump card is that Projecis is prepared to work closely with clients, figure out their needs, and help them set up the best possible system. For example, Projecis helped Spaulding Clinical become more efficient by creating specific templates for the three most common types of trials and studies the Wisconsinbased research center manages, speeding up planning and setup—“Spaulding just needs to fill in milestones and assign the right team members,” adds Holmes. These customized services are also set up quickly, helping clients convert from outdated or overly complicated spreadsheets or tools to a streamlined management system in a competitive timeframe.

Projecis has recently added a “Binder” feature to help clients categorize their files and content better, allowing users to organize project information and share non-downloadable information. Projecis is also working to offer resource management tools within their system a service usually provided outside collaborative products.


San Diego, CA

Russell Holmes, CEO and Co-Founder

Provides a knowledge convergence platform which enables project stakeholders to connect teams, organize data, and disseminate information for better business decision-making.