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Magnus Holmlid
Ideation Innovation Realization Founder and Principal BusinessConsultant
Magnus Holmlid is an experienced Enterprise Project Management enthusiast and the Founder and Principal Business Consultant at Visuell Planering & Praktisk PPM.12 With over 15 years of experience in implementing enterprise project management solutions, Holmlid specializes in strategic portfolio management, value realization, and innovation management.13
Professional Focus
Holmlid's work centers around:
- Enterprise Project Management: He is passionate about engaging talented people and combining creativity and innovation with structure.2
- Strategic Portfolio Management: Holmlid frequently shares insights on this topic, emphasizing its importance in project success.35
- Innovation Management: He has a keen interest in idea management and innovation processes, particularly within the Microsoft 365 ecosystem.5
Expertise and Interests
Magnus Holmlid demonstrates expertise in several areas:
- Business Case Development: He often discusses the importance of solid business cases in project management.35
- Value Realization: This is a recurring theme in his professional posts and discussions.35
- Microsoft Technologies: Holmlid shows a particular interest in Microsoft solutions, including Power BI and Office 365, for project and portfolio management.45
Thought Leadership
Holmlid actively shares his knowledge and insights through various platforms:
- He regularly posts on LinkedIn about project management topics, innovation, and strategic portfolio management.35
- He has written articles discussing the evolution of project management, such as the shift from traditional PMO to product value delivery.6
- Holmlid engages with other professionals in the field, commenting on and sharing relevant content about systematic innovation management.7
Magnus Holmlid's professional profile reflects a deep commitment to enhancing project management practices, with a focus on innovation, value creation, and strategic alignment in enterprise environments.
Highlights
Projekt, Planer och Patterns
Plan eller Projekt? Ett namnbyte i Microsoft Project som skapar stor debatt i Microsofts partnerled. Vad är det som händer och varför skapar detta oskyldiga namnbyte så het debatt? I min mening därför att detta är ett paradigmskifte inom digitaliserat planeringsstöd som utmanar den gängse synen på leveransplanering från de traditionella projektorienterade metod- och systemleverantörerna.
Projektdrivna verksamheter har varit i fokus sedan 80-talet. Mycket tid och kraft har lagts ned på att skapa förbättrade leverans- och ledningsförmågor med hjälp av olika typer av projektmetoder och -processer som Wenell, PPS, Ratten, PMI, PRINCE2 mfl. För att hantera leveranserna datadrivet har dessa använts tillsammans med mjukvarustöd, som till exempel Microsofts olika produkter i Project-familjen. I Sverige har vi sedan 90-talet fokuserat på resurshantering vilket ofta varit synonymt med projektportföljhantering. Med stöd av metoderna och processerna ovan har det funnits ett verksamhetsorienterat driv att få jämförbarhet tvärs alla leveranser - oavsett om det genomförs i mer eller mindre styrda genomförandeformer som program, projekt, uppdrag eller enstaka aktiviteter. Parallellt har fokus på planering utifrån flödesorientering växt och finslipats i många organisationer för att engagera leveransteamen på ett tydligare sätt i leveransarbetet. Att här använda begrepp som projekt har inte alltid varit relevant.
Microsoft har sedan åttiotalet levererat Microsoft Project i olika skepnader för att stötta verksamheters behov av planering och uppföljning. För mer flödesorienterad planering har Team Foundation Server/Azure DevOps erbjudits. På senare tid har Planner och To-Do introducerats för aktivitetsbaserad leveransplanering för team och individ.
Med den senaste releasen av Project, som i dagarna bytt namn till Planner, känns det logiskt att också visa att systemstödet sedan lång tid använts till så mycket mer än bara leveransplanering av projekt!
Om MS Project var metodagnostiskt i en projektcentrerad leveransvärld är nu Microsoft Planner "Pattern-agnostiskt" i en uppgifts- centrerad leveransvärld som inkluderar individer, team, avdelningar, projekt, program, produkt, portföljer. Detta ger goda möjligeter lösa upp den sedan 90-talet föhärskande och förenklade synen på hierarkier i leveranser. Istället för att krystat "trycka in" allt arbete i projektmetoder kan vi istället tillämpa moderna mönstermodeller för leveranser - det vi kallar för "Delivery Patterns" eller leveransmönster på svenska.
Ordet "projekt" ersätts alltså helt logiskt av ordet "plan". Projekt, Program och Portföljhantering blir bara ETT av många leveransmönster som stödjs.
Så med detta namnbyte tar Microsoft ett tydligt och relevant kliv in i framtiden!
Vi vill gärna höra från dig hur detta namnskifte kan bidra till att skapa engagemang, tydlighet och säkra rätt resultat för just din verksamhet!
Nyckeln till framgångsrik implementation av datadrivna system enligt Implema är att utgå från standardprocesser och standardiserade och konfigurerbara, öppna system Vi på Visuell Planering & Praktisk PPM kan bara instämma. Nedan listar vi några av våra mest framgångsrika brukares erfarenheter kring val av standardlösningar:
- säkerställ att ni som verksamhet och brukare äger alla rättigheter till era data och att ni kan konfigurera systemstödet utan att nödvändigtvis involvera leveranören.
- säkerställ att systemstödet är konfigurerbart av verksamhetens superusers. Detta möjliggör snabb och verksamhetsnära uppdatering av systemstödet för att möta föränderliga behovi i verksameten.
- säkerställ att systemstödet är öppet så det kan kommunicera med andra systemstöd och att rapporter enkelt kan skapas med konfiguration utan anpassning eller utveckling
- Säkerställ att systemstödet är vidareutvecklingsbart genom kompletta utvecklingsstandarder. På så sätt kan de verkligt verksamhetsunika möjligheterna fångas genom egen utveckling.
Men hur ska vi säkerställa att detsystemstöd är ett över tid hållbart val när våra behov, processer och verksamhet förändras? Två enkla make-or-breaktester är till exempel:
- Vår organisation och ekonomiska planerings o uppföljningsmodell förändras mitt under ett verksamhetsår. Hur enkelt gör vi denna förändring med bibehållen spårbarhet?
- Vi vill stödja en ny process/arbetsström. Hur enkelt kompletterar och konfigurerar vi detta?
- Vi behöver komplettera vår planerings ochuppföljningsmodell med ytterligare datatyper? Hur enkelt konfigurerar och komplettersr vi med det?
Om du är nyfiken på hur konfigurerbara standardverktyg för innovation, projekt, portfölj, produkt, service och resurshantering kan skapa hållbara, datadrivna stöd från idé till realisering - hör gärna av dig till: Magnus Holmlid Visuell Planering & Praktisk PPM
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Mesh is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Mesh centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Mesh is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Mesh as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Mesh offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Mesh's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Mesh makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Mesh's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Mesh isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Mesh instead of Salesforce, Hubspot, and Pipedrive. Mesh is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Mesh can absolutely serve as your primary relationship management tool.
Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Mesh's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Mesh has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.
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