As we wave goodbye to 2023, it’s a natural time to look back and reflect on all of your achievements from the past year. To help you out during this time of observation, we’ve launched 4 new reports that will help you analyze, understand, and draw conclusions about your work. Now with greater ease, you can report on the past and know what actions to take to set your team, projects, tasks, and time up for success in the future. Here we come, 2024!

What goes through your mind when you hear the term “KPI report”? A small percentage of people are already big believers, having seen the results that KPI reports can create. Another slice of folks might not be entirely sure what a KPI report is. And the rest? Well, we can’t blame you if you’re muttering, “Please, not another report!” while pulling your hair out. But stick with us: a KPI report isn’t just another TPS report.

Too many project management software solutions fail IT teams in one of two ways. Either they’re so streamlined they can’t handle the complex projects common in IT, or they’re prohibitively difficult to learn and use. But many IT teams and agencies need solutions that can go deeper — without requiring an army of technical project managers just to scrape by.

Strategic consulting would be easy if it weren’t for all the problems your clients have, right? But then again, all these problems are why your clients are turning to you in the first place. Maybe your client is having issues with their company vision. Maybe they’re struggling to adapt to market forces. Or perhaps the issues are more tactical, like struggling to develop or stick to a project plan or project timeline. Maybe it’s all of the above, plus a half dozen other issues.

Determining your consulting rates can be anxiety-inducing, but it doesn’t have to be. The price tag you put on your services isn’t just a number — it’s your value. Setting your consultation fee can be an empowering opportunity to showcase your worth and set yourself apart in the competitive market of service agencies. Your expertise is valuable. If you need help determining just how valuable, you’re in luck.

Drucker's words ring true, especially in the professional services industry. With tight margins and high client expectations, professional services firms have to be efficient and strategic to deliver projects successfully — on time, on budget, and with the best quality. One of these strategies is professional services automation (PSA) scheduling — designed to help agencies manage and optimize their resource utilization, project timelines, and overall profitability.

An astonishing 21.5% of billable hours go unrecorded due to inadequate tracking methods. That's a significant blow to any professional services organization’s bottom line. Thankfully, many businesses now harness the power of sophisticated time-tracking and invoicing tools to counter this issue. How do they work and why are they a game-changer for teams doing client work? We’ll break down the specifics below and give you our top five tool recommendations.

Pop quiz! Which is better? Being the first agency to reach a potential client with a quote, or the last one to get back with them? In most situations, the answer’s so obvious we can hardly call this a quiz: Being the first to make a first impression is almost always best. But in the agency world, getting a custom quote together isn’t exactly simple. It takes time and careful planning, and in some cases, the quote itself is a fully designed proposal — more like a first deliverable.

Ever wondered why some agencies consistently outperform others? It's all about harnessing effective business performance. This isn't merely about surviving — it's about thriving amid fierce competition. Improved business performance can transform your agency, boosting productivity, enhancing customer satisfaction, and building a robust bottom line. This guide seeks to provide actionable insights to help agencies transform their business performance.

Professional services firms have plenty to offer to right-fit clients: deep technical expertise, advanced project management and project planning skills, and a steady hand through change. They also face sideways competition from another class of businesses: managed services providers.