Teams | Collaboration | Customer Service | Project Management

The latest News and Information on Project Management, Methodologies, Productivity and Tools.

Best Advanced Work Packaging Software for Project Efficiency

Advanced Work Packaging software transforms project execution by systematically organizing work before construction begins. Organizations face critical decisions when selecting AWP solutions that align with their specific operational needs. The right software integrates seamlessly with existing systems while enhancing collaboration between engineering, procurement, and construction teams. Industry leaders have identified several standout platforms that minimize constraints, reduce rework, and optimize field productivity.

September 2025 Version Update: Financial Reports & Integration Improvements

While we’re working on our next major update, we’ve focused on delivering a few powerful refinements to our financial reports and integrations. These changes will help you gain deeper financial insights, making it easier to manage your finances.

The F.A.S.T. Framework: How to Vet New Client Projects

Accepting any new work that comes your way might seem like a great idea for growth. But in reality, you’re setting yourself up for a margin-eroding nightmare. Taking on bad-fit work burns out teams, derails strategic priorities, and damages client relationships. Instead, use the F.A.S.T. framework to evaluate prospects before you commit. Here’s how it works.

How project managers can use generative AI to work smarter

As a marketing manager leading multiple projects, I’m always looking for ways to save time and stay organized. I decided to explore how generative AI could help with my day-to-day work—not just as a cool new tool, but as something that could take real work off my plate. From writing project updates to analyzing data and brainstorming campaign ideas, I found that AI isn’t just hype, it's actually helpful.

How to Scale Smarter: Productizing Value with Brian Kessman

When businesses talk about “productizing,” they often picture cookie-cutter scopes and rigid templates. But according to Brian Kessman, that’s missing the point. Brian is the founder of Lodestar Consulting, and he’s spent 25 years helping agencies and consultancies scale without burning out teams or eroding margins. His approach isn’t about productizing services – it’s about productizing value. In this episode of The Handbook: The Operations Podcast, Brian and Harv dig into what that really means, and how it can transform both your client relationships and your bottom line.

The Executive's Guide to Top-Down Revenue Forecasting

Many execs at professional services firms forecast revenue based on specific project data. While this granularity might seem like the best option, there’s actually a better (and easier) way to predict income: Top-down forecasting. A top-down approach gives you the speed and flexibility you need to make strategic decisions without getting lost in the details. Keep reading to learn the basics and how to implement it at your company.

Ops as an Enabler: Improving Delivery Team Productivity

Professional services teams face never-ending deadlines and overlapping client demands. And your decisions as an operations manager shape whether your colleagues thrive—or burn out—in those circumstances. As ops consultant Harv Nagra states on a recent episode of “The Handbook:” Most of us didn’t start our careers as operations directors. But now, we’re the decision makers. And while we’re trying to do our best, we might now have our own blinders on.

How to Improve Business Productivity (According to Senior Leaders)

If you’re wondering why your team seems busy but profit margins are flat (or even down) you might be stuck in the “productivity trap.” This happens when companies chase work volume instead of value. And it’s one of the most common challenges in professional services firms. We spoke with 20+ business leaders about how to redefine productivity and fix the issues holding your firm back. Let’s dive in.