Teams | Collaboration | Customer Service | Project Management

This month’s theme is data centralization and precision. From purpose-built apps in Scoro that will help you retire those last few fragmented spreadsheets, booking tool improvements, and new and improved finance integrations – every team will find useful updates in this release to improve their operational efficiency and data precision.

Projects are super important to a service-based business. But the actual intake process can be complicated, usually due to a lack of organization and formal processes. How do you decide what to take on? How do you make sure you don’t overpromise and underdeliver? The answer is a Project Intake Process, and if you aren’t using PSA (Professional Services Automation) software like OneDesk to handle it, you’re probably working harder than you need to.

Move Support remote team productivity with role-based metrics, real work data, and trend insights without micromanaging.

Move from reactive workload management to proactive workforce planning using real-time, benchmark-driven visibility.

Your project management stack is probably held together with duct tape and good intentions. I know because I've seen it firsthand across hundreds of client-facing teams. The pattern is always the same: one tool for task tracking, another for time logging, a spreadsheet for resource planning, and a prayer that nothing falls through the cracks. What we see across Teamwork.com customers is that this tool sprawl isn't just annoying. It's expensive.

The number one reason projects miss deadlines isn't poor planning. It's poor visibility. Before I joined Teamwork.com, I kept seeing the same pattern: teams had plans, but nobody could see the real-time status of those plans across multiple projects at once. According to Teamwork.com's Sprint to AI research, 58% of professional services teams now use three to five separate tools to manage their work.

Move from reactive hiring to proactive workforce planning using data-backed productivity benchmarks.