Teams | Collaboration | Customer Service | Project Management

Latest Posts

Introducing Placeholders: Assign Roles first, choose team members later

When building out project plans, do you ever say to yourself “I’m not sure who yet will take on this work, but I just know I need a Senior Designer.”? You’re looking for some way to map out and quantify the work, but you don’t want to get caught up in the details of team assignment? Enter Placeholders—a project-specific, Role-based unnamed resource that allows you to plan work without needing to assign a specific person right away.

Master resource optimization: 5 key techniques and practices for success

Struggling to make the most of your resources? Effective resource optimization is the secret to improving productivity, cutting costs, and hitting deadlines every time. With the right techniques and best practices, you can unlock your team’s full potential. In this post, we walk you through the five best techniques and practices to optimize your resources and drive success for your business.

How to create and manage a project budget in 6 steps

Behind every great project is a solid, data-driven project budget. Your project budget provides a roadmap for your project’s financials, from initial estimates to actual costs. Without one, you risk overspending, putting your revenue—and your client relationships—in danger. But how do you create and implement a project budget that accurately reflects your costs, protects your profitability, and gives you real-time performance insights?

How to create and manage a project budget in 6 steps

Behind every great project is a solid, data-driven project budget. Your project budget provides a roadmap for your project’s financials, from initial estimates to actual costs. Without one, you risk overspending, putting your revenue—and your client relationships—in danger. But how do you create and implement a project budget that accurately reflects your costs, protects your profitability, and gives you real-time performance insights?

Maximize your profits: Mastering the art of tracking billable hours

Tracking billable hours is more than just a task—it’s a strategic advantage for businesses looking to maximize profitability and strengthen client relationships. By accurately tracking time, you ensure that every hour worked is accounted for and properly billed. This not only improves cash flow, but also helps maintain transparency and trust with clients. Whether you use traditional timesheets, digital tools, or automated solutions, effective tracking can streamline your operations.

6 essential agile templates to streamline your project management

Imagine a project environment where everyone is on the same page, deadlines are met with ease, and changing priorities don’t disrupt progress. For many teams, this is the ideal scenario—a place where every task is clear and organized. Agile project management makes this possible, helping you and your team stay adaptable and focused, no matter how complex the project.

5 steps to effective client reporting that keeps clients happy

Clear communication and effective client reporting are powerful ways to keep clients updated, build trust, strengthen client relations, and show the value you bring to the table. By sharing client reports, you keep clients informed and confident in your work, which leads to better partnerships and lasting success. In this post, we explain client reporting, share the key elements every report should have, and show you how effective reporting can set you apart from the competition. Let’s get started.

IT capacity planning: A complete guide for 2024

Managing your IT processes without a plan can feel like you’re constantly putting out random fires—always reacting to issues rather than preventing them. If you’ve ever struggled to get a clear picture of your IT resources, IT capacity planning is here to help. It’s the solution to avoiding those stressful moments. In this post, we chat through the essentials of IT capacity planning, and why it matters.

Mastering agile capacity planning: Strategies, techniques, and tools

Are you struggling with last-minute changes or finding it difficult to have enough resources available when priorities shift? Agile capacity planning helps tackle these challenges head-on. Unlike rigid traditional planning, agile capacity planning gives you the flexibility to adapt to unexpected changes. Your team stays balanced, and you avoid burnout, all while keeping projects on track.

Your go-to guide to agile workflows: What they are, how they work, and how to get your team on board

If your business is anything like the 300 or 400 million other businesses operating globally today, you probably face challenges like tight deadlines and the constant need for actionable feedback. Without a flexible system, these pressures can lead to missed opportunities and inefficient processes. This is where an agile workflow comes in, to help your team stay on top of every project and hit deadlines by breaking up big tasks into small ones.