The Taproom builds custom development solutions for high-growth businesses on Shopify. That work means juggling multiple clients while managing an agile team of developers.
At first, they ran everything out of Basecamp. As new clients came in, the Taproom team would introduce them to the platform and show them the ropes.
But as the team grew, it quickly became clear that the agency’s developers needed a place to work away from the noise in Basecamp. That’s when Trello was introduced to the mix.
“Josh proposed Trello as an option for the developers to more easily track their work. Sounds great, until you need to know which one is the source of truth.”Kelly Vaughn, CEO & Founder, The Taproom
Initial challenge: Keeping projects connected between different tools
Some teams did all their work in Basecamp, while developers relied on Trello to get things done. That meant projects were usually spread out between both tools, and a lot of time was spent hunting for information.
The team first tried turning to Zapier. But the solution they found was difficult to maintain and wasn’t scalable for multiple projects. There was one particular issue that kept popping up:
“I tended to find issues connecting member accounts in Trello to assignees in Basecamp and keeping that consistent. That’s when we realized it was time for a change. We looked at Zapier but it wasn’t scalable for our needs, so we looked at Unito.”Josh Echeverri, Developer, The Taproom
The solution: Setting up a unified workflow to automate project updates between Trello and Basecamp
The Taproom turned to Unito to keep their Basecamp projects and Trello boards aligned. They appreciated the flexibility and customizability of their integration since it meant that developers could keep the agile workflow they needed in Trello while other collaborators handled project management and client relations in Basecamp.
“We want to keep client interactions, comments, and things like that in Basecamp, so I usually take that off when we’re connecting projects.”Josh Echeverri, Developer, The Taproom
Each Basecamp to-do also has a link that can take anyone right to the associated Trello card. This means anyone who wants additional context on a task can find it in Trello, but no one else has to scroll through a bunch of comments that aren’t relevant to their work.
With Unito’s rules, Josh can direct Basecamp to-dos to a backlog in Trello. From there, developers can pick up the cards they need to work on and follow their process without worrying about what’s going on in Basecamp.
Then, when they’ve finished their work, they just need to mark their Trello card as complete, and the equivalent to-do will be checked off in Basecamp.
“Thank to our Unito setup, clients have full visibility into Basecamp, which is really great when a developer moves a task in Trello and it’s automatically checked off in Basecamp.”Kelly Vaughn, CEO & Founder, The Taproom
The results: $1,700 and 17 hours saved in time otherwise wasted on manual tasks
By connecting Basecamp and Trello with Unito, everyone at The Taproom can work in the tool they’re most comfortable in without worrying that a crucial update will go unnoticed. No one needs to set up any unnecessary meetings, which is already challenging since the agency works across multiple time zones.
There’s no need for a single source of truth since everyone can get the information they need from their tool of choice. Kelly and Josh gave the team at The Taproom the support they needed to do better work without worrying about which tool they were using. In Unito, they found a solution that scales with them, so they can keep making great things as they grow.
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About The Taproom
The Taproom builds custom development solutions for high-growth businesses on Shopify.