How Does Work OS Benefit Project Managers to Handle Roles

February 6, 2020

work os for project managers

Being a project manager involves more than managing projects.

While you will spend many hours doing this, an equal or greater amount of your time needs to be given elsewhere.

In the process of initializing new projects, you might miss out on analyzing whether your company can room such projects. Having an unclear idea of administrative duties can cause project crashes, unclear cost allocation, and quality degradation of work. This is where work OS steps in.

Project managers who spearhead major project operations can switch to work OS to monitor all aspects of their job. This includes administrative tasks, one-off errands, slideshows, and ad-hoc requests. Choosing a project management software with inbuilt work OS not only organizes project timelines but also gives you insights into the team's structure, role combinations, hiring and staffing, budget, and crisis management.

Let's look into detail about work OS and its impact on the everyday life of a project lead or a project manager 

With a work OS, project managers handle macro processes, align spreadsheets and decks, and templatize certain documents to track progress, interact with clients, and send work tasks to project executives. 

Choosing a work OS enables them to work with a flexible and transitional mindset. It is an easy-to-use, all-in-one work management solution that is flexible and easily adaptable to your wide range of operating system needs.

The work OS system automates workflows, makes collaboration easy, integrates with your favorite tools to break digital silos, provides advanced analytical reports, and provides dashboards with pertinent information to your work role. It provides data for everything and anything and offers personalized dashboards for all your ad-hoc projects.  

How does work OS help project managers?

Work OS solutions allow managers to easily track everyone’s work and make data-driven decisions, keeping them aligned with business goals and operational standards. It liberates teams from menial work, allowing them to focus on the work they love with intelligent productivity, communication, and collaboration tools.

Below are some cutting-edge and team-friendly features of work OS that take the workload off a project manager and maintain corporate balance:

  • Organization-wide use: Because of its flexible features, platform-agnostic installation, and smart work breakdown structure for all business operating cycles, all users in an organization, regardless of function or team, should be able to use the work OS.
  • Building blocks: Users should be able to compose and capture data through the use of functional building blocks. All work OS users should be able to break apart and reassemble any workflow or application offered on the work OS.
  • Data store: A work OS captures all data through the actions of its users and integrations. The work OS can make all data complete and digestible, with users consuming the data as-is or through the lens of the building blocks. 
  • Integrations: Users connect external data sources and apps into a unified workspace, so all users can continue using their favorite tools and centralize them in one place.
  • Automation: A work OS allows users to automatically execute predictable, repetitive things. Automation occurs within the work OS and also throughout the external apps that are connected to the work OS.
  • Data analytics: A work OS allows for the data in the system to be visualized and analyzed in a variety of ways. It provides drop-down charts and graphical illustrations of project metrics, the team's project progress, and overall project measurement for teams to have a bird's eye on the impact and outcome.
  • Permissions and governance: A work OS includes the ability to set permissions over who can view, update, and enter data as well as who can integrate and automate work within the team. It also follows data governance and general data protection regulations (GDPR) guidelines well within the line.
  • In-context communication: A good work OS improves cross-team collaboration, reducing emails and meetings with capabilities that include commenting on tasks, annotating images, and many others.
  • Tracking progress: Some work OS offerings provide transparency into project, process, and workflow progression. The dashboard consists of a Gantt chart or other project management methodologies to monitor scheduling and navigate to the next stage.
  • Workflow apps: Some work OS offerings provide a low-code/no-code facility for developers to create custom widgets, workflows, integrations, and apps. Others also offer email marketing, SMS marketing, or HRMS capabilities to handle administrative tasks.

Why should a project management software include work OS?

With a work OS, IT project managers, stakeholders, and users can better manage costs and budgeting, do quality management and documentation, build organization charts, answer emails, work for administration, and collaborate and communicate with one another. Not just this, they also ensure that project managers are always looking at the bigger picture, to ensure that the company resources are not drained in one single venture. 

There is a wide range of project management solutions available that offer work OS options for the full gamut of project management uses. These tools not only ensure that every team has been following project briefs but also keep governance and legal policies in check. Having a separate work OS to hold project repositories, financial statements, system support, and networking guidelines can guarantee a smooth start-to-end turnaround of a project. Not only that, it builds a charter for roles you account for at every step of the project lifecycle.

phases of project life cycle

Work OS can optimize these four stages of a project lifecycle.

  • Conceptualization:  It helps in defining the project's objectives, scope, and feasibility. With organizational charts, you can also identify key stakeholders, set expectations, and determine the project's purpose. Key features also include initial brainstorming, risk assessment, and outlining the high-level goals to ensure alignment with organizational needs.
  • Planning: In this stage, users can build detailed plans guide A to Z project execution. Work OS can set quality control, develop a work breakdown template, schedule timelines, allocate resources, and set budget constraints for you and your teams. The surplus of features ensures smooth execution and clear accountability. 
  • Execution: The execution phase turns the project plan into action. Teams carry out tasks, manage resources, and track progress against the project plan. With work OS, project managers can monitor, report, and analyze external and internal expenses, client contracts, data policies, agency needs, and so on. These processes will ensure that the best project objectives are followed by the teams. 
  • Termination: Termination, or project closure, involves finalizing all project activities. Deliverables are handed over, stakeholders are debriefed, and performance is reviewed. This stage includes permanent closure of software assets, document storage, and closing deals where work OS can prove as a helping tool. 

Features of work OS-based project management software

While project management software offers an easy setup to overlook agendas and develop cost-effective strategies, new contenders in project management software offer newfound and advanced work OS features that would help you supervise any kind of operational task that comes your way.

Below are the primary features of work OS-based project management software that teams are adopting at a fast pace now.

  • Customizable and centralized workspaces and dashboards enlisting accounting and financial data in one window. 
  • Task management, including assignments, deadlines, automatic status updates, and approvals for team managers.
  • Document sharing through a central document repository and in-built team communication features like chat, telephony, video conferencing, and so on. 
  • Tools for resource management, including assignment of team members, workload tracking, bandwidth calculator, performance analysis, and supply forecasting. 
  • Bug and error management to prevent blockers or scope creep at any stage of the project lifecycle.
  • Time tracking and advanced analytics reporting for all tasks, including records for third-party consultants and agencies. 

These capabilities enable project managers to shepherd their projects through the entire development cycle and deliver them on time and within budget. Cloud-based software packages enable a team or teams to work together across different geographic locations.

Top Project Management Software in 2024

Below is the list of top 5 project management software that provides work OS capabilities for your project leaders to manage company-oriented tasks: 

This list has been pulled from G2 in 2024 as per the G2's Fall 2024 grid report.

Some packages can automate processes and provide comprehensive data through one central hub that allows managers to offer real-time progress reports so that resources can be better allocated and pivots made to keep projects on track. 

Click to chat with G2's Monty-AI

Can a work OS replace project management software?

Project management software is very good at handling the specific requirements of this type of work. Work OS excels at handling a wide range of work tasks. So in the vast majority of scenarios, it’s not a matter of using one solution or the other but having them work together, providing a synergy that leads to greater efficiencies, and time and money savings.

Project management can be narrowly defined as the “application of knowledge, skills, tools, and techniques to project activities to meet the project requirements.” Generally speaking, work OS has a more flexible structure than project management software “because it does not revolve around projects, permitting discussion – and more generally, collaboration – to arise on any topic.”

While a work OS solution can be used by every information worker in an organization, project management software is usually the domain only of project managers (PMs) in a project management office. A work OS reduces workloads with its workflow automation and centralized resources, and a project management solution can be labor-intensive, requiring the management of dependencies, assigning resources, and more.

How can a work OS supplement project management software?

While project management software allows for high-level planning, it doesn’t provide visibility into how teams execute a project and the impact on overall business goals. This is where work OS comes in, enabling PMs to track the execution of projects in real-time. The collaboration aspect is what work OS excels at at the organizational level, department level, and team level.

The flexibility of work OS solutions and their easy, effective communication and collaboration capabilities make them particularly useful for agile project management. With distributed or local teams, it makes communication updates, and sharing task lists, feedback, and assignments easy.

For agile task management, it’s useful to have a system that has different views of tasks on a digital board, whether Kanban, Gantt-style charts, or list views. The digital transformation consulting software conveys that work OS can also cater to the metrics, reporting, and analytics important to agile projects with its time-tracking and projection capabilities. Work OS automates progress reports for stakeholders, manages quality assurance, identifies and eliminates project obstacles, evaluates performance, and appraises financials.

Work OS got your back!

As a project manager, paying equal attention to all aspects of a project map is important. As the leading force, maintaining that status quo between teams during critical hours would ensure the smooth transition of projects from takeoff to closeout. Leveraging effective work OS tools is a smart way to tackle these problems and promote a healthy project environment. 

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This article was originally published in 2020 and has been updated with new information. 


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