Over the past year or so, you may have noticed that our policyIQ team has focused on bringing you “solutions” in policyIQ. Each month our training session focuses on a new solution – a way that policyIQ can solve your business problems or bring efficiencies to a critical process.
This month is “Project Management” month – and throughout the month, we’ll be bringing you blog posts and training on the topic of project management. While the title of Project Manager is often given to a specific group of individuals in an organization, we’d like you to consider all of the ways that every one of us is a project manager in our daily work.
Project Management is simply the process of managing tasks, time and resources to successfully accomplish some goal. Managing a project or initiative requires keeping track of the tasks, communicating status, tracking issues or risks and organizing all of the materials and deliverables produced. policyIQ is an ideal environment to manage those items.
This month, we’re going to explore how you can use the features of policyIQ to efficiently manage large and small initiatives to track tasks and deliverables. Some examples of those initiatives might be:
- System Implementation Projects
- Product Launch
- Merger or Acquisition
- Process Implementation or Change
- Policy Rewrite or Consolidation
These are just a few of the examples that we know our clients have dealt with in the past few months, but there are so many more examples out there. We’ll be bringing you examples and ideas throughout the month – and asking you to share your ideas with us here in the blog.
Be sure to join us for our monthly CPE training event on Thursday, November 18th at 3 PM ET / Noon PT, where we will explore the topic “Manage Projects and Major Initiatives More Efficiently with policyIQ”. Register for this training session today! (Participating attendees earn 1 CPE credit.) In the training session, we’ll illustrate the project management process in policyIQ – and answer your questions about how you might utilize the features of the product to bring efficiencies to your projects and initiatives.
So tell us in the comments section: What types of projects do you manage? How do you track your tasks, risks and deliverables today? What are the areas where you would like your process to be more efficient?