Teams | Collaboration | Customer Service | Project Management

December 2024

6 of the Best Workflow Automation Softwares

With the rise of learning machines and artificial intelligence, the need for improved workflow within both small and large organizations is evident. Many industries turn to workflow automation software to help them, but what is workflow automation, and how does it benefit organizations? Workflow automation software takes advantage of technology to transform manual tasks, such as data entry into automated processes.

3 SaaS Alternatives to Accelo: Exploring the Best PSA Software for Professional Services

Accelo has been a choice for professional services automation (PSA) software, offering tools to manage projects and business operations. However, as the SaaS landscape evolves and needs more intelligence, businesses are increasingly looking for alternatives that can deliver similar benefits with unique advantages. Whether it’s a quicker setup, streamlined workflow management, or tailored features for shared services teams, there are compelling options to consider.

Alternatives to GuideCX for Client Onboarding Software

Client onboarding is the cornerstone of building a solid customer relationship. Whether you’re a small business or an enterprise, the right client onboarding software can make all the difference in ensuring a smooth transition and high customer satisfaction. While GuideCX is a popular choice in the client onboarding software space, many alternatives provide compelling features for businesses seeking tailored solutions.

Managing Education School Networks with Transparency

The growth of charter school networks in the United States has revolutionized the education sector, offering families more choices in tailoring their children's education. According to the National Alliance for Public Charter Schools, there are over 7,700 charter schools serving nearly 3.7 million students nationwide. While the expansion of these networks has brought positive impacts, it also introduces significant operational challenges for managing multiple school sites effectively.

3 Best Practices for Resource Utilization in Tech Teams

Effective resource utilization is critical for tech teams to consistently deliver exceptional services to customers while maintaining internal efficiency. In fast-paced industries where deadlines are tight and customer expectations are high, understanding team capabilities, skill sets, and availability is essential to making informed decisions about resource allocation.

3 Best Practices for Tracking VC Portfolio Companies

For venture capital (VC) firms, managing a portfolio of investments is a complex process that requires diligent tracking, strategic oversight, and transparent communication. Effective portfolio management enables VCs to provide value to their portfolio companies, help those companies achieve their performance goals, and maintain investor trust. Below, we outline three best practices for VC portfolio company tracking to help firms streamline their operations and improve portfolio company success.