3 Ways to Use Project Management Software to Enhance Your Operations
Project management (PM) software can be a game-changer for small businesses, but we often hear from clients that they’re unsure how to use it. So, today I want to chat about three ways you can use PM software to enhance your operations.
This conversation assumes that you have a basic understanding of project management software. If you don’t, this blog post can bring you up to speed!
1. Process management
Process management is usually best done using the software’s Kanban view, often called a “board” view. It allows you to move the tasks across columns from left to right, creating a workflow for your activities. This workflow helps you see your progression through your process, and you can also layer in automation as the tasks move through the different stages.
Here are some common processes we help clients manage in their PM software:
Sales process
Client onboarding
Client service delivery
Client offboarding
Employee hiring
2. Project management
Project management can sometimes necessitate using several different views, but if you’re managing a complex project, we often like to use a Gantt chart view to capture tasks, dependencies, due dates, and people responsible all in one place.
Here are some common projects we help clients manage in their PM software:
New website build
New service launch
Rebrand
Software migration
Office move
3. Information management
Information management (docs, graphics, spreadsheets, etc) is often best handled from a list or board view. When managing these assets, you want to think of “project management” as resource management–and you’re using your PM software to keep links to relevant assets readily available for the tasks they support.
Here are some common types of information we help clients manage in their PM software:
Standard Operating Procedures (SOPs)
Company-wide assets (brand assets, employee manual, policies, etc…)
Ideas
When it comes to integrating PM software into your business, we always recommend starting small. Look out for more advice on this in next week’s blog post!
Which of these can you leverage in your business operations this year?