Teams | Collaboration | Customer Service | Project Management

Resource Planning: Turning Your Capacity Plan into Action

Do your projects often run into unexpected roadblocks? Are some team members constantly overworked while others sit idle? If this sounds familiar, take a closer look at your resource planning. Effective resource planning can prevent missed deadlines, uneven workloads, and wasted talent—all while boosting your project success rates. Here’s how to get it right.

11 Tips For Effective Resource Management

Resource management—assigning the right people to the right projects at the right time—plays a key role in a team’s success. But meeting deadlines and goals without overloading team members isn’t always easy, especially when juggling multiple projects. Follow these resource management best practices to create a clear, organized approach that supports your team and keeps clients happy.

Revenue Forecasting: A Guide for Professional Services

Accurate revenue forecasts are critical for sustained business growth and profitability. Without them, you’ll find yourself guessing about your financial needs. Which leads to misguided sales targets, less profitable project pipelines, and overworked or underutilized employees. Stop the guesswork and learn how to use revenue forecasts to make data-driven business decisions. This way, you can support the company’s financial health. And your team’s ability to do their jobs well.

Julia Vastrik: How to strengthen company culture in the WFH era

We’re in the age of remote and hybrid working, and our physical distance from one another is having a huge impact on company culture. Previously, grabbing lunch or a drink after work was easy. But now, even small talk needs to be consciously brought into our scheduled Slack calls to avoid things becoming too transactional. This new way of working can lead to serious challenges like feeling disconnected from colleagues and the company mission, lacking motivation, and experiencing loneliness.

Capacity Planning 101: Beginner's Guide

Capacity planning means ensuring that there is enough time, people, and specific roles to execute projects successfully. It’s a high-level process that proactively evaluates these factors over weeks or months. It influences the type and volume of work your team takes on. And it shapes hiring decisions, too. For example, deciding whether you have enough developers with experience coding in C++ to execute a potential four-month project successfully.

Project Cost Tracking: A Beginner's Guide

Project cost tracking might not be the most glamorous aspect of project management, but it’s the financial backbone that separates profitable projects from those that drain your resources. Why? Beyond successfully managing your team and their time, you also need to manage project costs, including tracking your spending, labor rates, bills, and expenses in relation to your initial budget.

Alfie Wenegieme: How to get better at finance

Without financial results, we can’t see the impact of the decisions we make on our agency’s profit. In this episode we’re joined by Alfie Wenegieme, a seasoned chartered accountant with over 17 years of commercial finance experience. Alfie shares important metrics for us to understand, report, and improve on. We explore the fundamentals of agency finances, common issues agencies face, and tips for improving your team’s understanding of key financial metrics.

Matthew Peng: How to find the right tool for the job

Some platforms for niche use cases don’t require much consideration – you can try, and if it doesn’t work as intended, you can move onto something else. Other platforms, particularly those that are linked to your client services and business finances, require careful consideration. How do you ensure you’re making the right decision? In this episode, we discuss why growing and maturing agencies looking to scale make the transition from disjointed tools to professional services automation (PSA) platforms.

Mastering Project Cost Management: A Step-by-Step Guide

It’s easy to get behind on managing project costs amid all your other day-to-day responsibilities, especially if you have a lot of projects going at the same time. But if you don’t have a handle on cost management, you’ll likely experience overservicing, delivery delays, and less profitable projects. Why? Without a proactive cost management approach, project budgets, time logs, and margins soon become inaccurate.