Run operational projects without disruption
Manage office moves, vendor changes, and policy rollouts with clear ownership, tasks, and documentation.
The Challenge
Operations teams run projects all the time, but they're rarely called projects. An office relocation. A vendor transition. Rolling out a new expense policy. Upgrading the access control system. These are real projects with real complexity, but they often get managed through email chains, ad-hoc meetings, and personal to-do lists. The result: unclear ownership, missed deadlines, and critical tasks that fall between the cracks. When the project spans multiple vendors, involves document changes, and requires coordination across departments, informal methods simply don't scale. You need a way to structure operational projects with the same rigour you'd apply to any other initiative.
How Office IQ Supports This
A unified approach that connects tasks, documents, vendors to solve real operational challenges.
Create project-based task structures with clear phases and milestones
Assign tasks to team members with deadlines and dependencies
Attach project documents, vendor quotes, and contracts directly to tasks
Coordinate vendor involvement with linked vendor records
Track progress through dashboards and status updates
How It Works in Practice
A clear, step-by-step workflow that your team can follow from day one.
Define the project scope
Create a project in Office IQ with clear objectives, timelines, and success criteria. Break it down into logical phases.
Create task structure
Build out the tasks needed for each phase. Assign owners, set deadlines, and note any dependencies between tasks.
Attach documentation
Upload quotes, proposals, contracts, and reference materials. Link them to relevant tasks so everything is connected.
Coordinate vendors
Link vendor records to project tasks. Keep vendor contacts, contracts, and schedules visible within the project context.
Track and complete
Monitor progress through task dashboards. Update status, capture notes, and drive the project to completion without losing threads.
What You'll Achieve
Real outcomes that operations teams can expect when using Office IQ for this workflow.