Teams | Collaboration | Customer Service | Project Management

Setting the stage for success: How to welcome a new employee

For many, the first day on the job feels a lot like the first day at a new school: You don’t know anyone, have no idea where anything is, or who to turn to for help. There’s a definite warm relief when a friendly face takes you under their wing to show you around and make introductions. And whether you’re the new kid at school or the new person at the office, that sense of relief applies.

An essential guide to client orientation

Pop quiz: How much of your agency’s revenue comes from clients? If you didn’t answer “all of it,” the percentage is still pretty high, right? (And if it’s not — well, we want to know your secret!) Without clients, an agency can’t continue to pay its people or keep the lights on. This reality isn’t lost on managers and CEOs, and if asked, just about every one of them will say their agency is customer-centric.

10 excellent project management tools every startup should consider

In a startup, you deal with limited resources, tight deadlines, and high expectations. Not to mention, you’re often wearing multiple hats, from visionary leader to meticulous planner. So, how do you keep your ship steady and sailing towards your goals? By finding the right project management tools. These digital lifesavers are designed to make your life easier, helping you with project planning, task management, time tracking, and workflow automation.

The role of project management in startup success

Running a successful startup is like playing chess — it requires foresight, strategy, and careful planning. Before you make a move, you must consider all the possible outcomes and how your decisions will play out in the long term. The same holds true for startups. Unfortunately, many entrepreneurs overlook the importance of project management in setting up for success.

What is professional services automation (PSA) software & what are the best PSA tools?

Choosing professional services automation (PSA) software is like shopping for a car. You want a model that fits your needs and budget, but you don't want to sacrifice features. It wouldn't make sense for a family of six to buy a two-seater sports car, right? The same goes for PSA software. You must understand your organization’s needs and evaluate the features and functionalities of each product to make the right selection. Here are our tips for choosing the best PSA software for your business.

The comprehensive guide to professional services agreements

Let’s be honest: professional service agreements (PSAs) can be difficult to read, and they’re even harder to write. But if you work in the creative industry or the knowledge economy, you’ll probably work with a business or individual providing professional services. There are around 910,000 professional services firms in the United States alone, employing some 9.5 million professionals.

Streamlined solutions: The 6 best PSA software tools for MSPs

Ask any managed service provider (MSP) about their biggest challenge, and they will likely tell you that it’s maintaining efficient workflow and streamlined project management processes. Balancing customer requests and managing multiple projects can quickly become overwhelming, especially without the right tools in place. That’s where professional services automation (PSA) software comes into play.

Unlocking efficiency: Proven tips for professional services billing

Accurate, streamlined billing processes are absolutely essential for professional service providers. It’s how your business generates revenue, tracks payments, and maintains cash flow. But too often, businesses rely on manual processes that are time-consuming, prone to errors, and difficult to keep up with, risking unbilled hours, frustrated clients, and decreased profit margins.

Top 5 project management trackers (with templates included)

The whirlwind of to-dos, deadlines, and don’t-forgets of project management can challenge even the most experienced project manager. That's why having the right project management tools in your arsenal is crucial for staying organized and on top of tasks. Project management trackers help you keep tabs on all the moving parts of a project, like assigning tasks, monitoring progress and deadlines, and tracking expenses.