Teams | Collaboration | Customer Service | Project Management

Building to learn: rethinking the product playbook

At Canvas 26 in San Francisco. Ravi Mehta — product strategy advisor, longtime product leader, and teacher of Reforge’s AI strategy and AI prototyping courses — laid out a bold vision for product teams: unlearn the MVP, trade the assembly line for a jazz band, and expect the playbook to reset every six months.

Turn knowledge in Google Drive and Microsoft SharePoint into connected context

Bring document knowledge you already have access to from Google Drive, SharePoint, and OneDrive into Rovo Search, Chat, and Agents so teams can move from questions to useful context faster. The project plan is in Google Drive. The financial model is in SharePoint. The work is tracked in Jira, and the decisions are documented in Confluence. Your team has the information it needs.

Revenue Up 2x, EBITDA Up 5x: The Operating Model Behind It with Andrew McBarnett

Everyone wants AI to fix their messy data. Andrew McBarnett will tell you straight: it won't. In fact, it'll just help you reach the wrong conclusion faster. Andrew is Group Financial Director at Lucid Group, a PE-backed medical communications agency. He joined in 2020 for what was meant to be a four month contract. Six years later, he's still there, and the numbers tell the story: EBITDA up from £3.6m to £18.1m, revenue more than doubled, legal entities cut from 25 to 15, and a finance team that's shrunk in headcount while transaction volume has nearly doubled.

The benefits of capacity planning: protect your margin, your deadlines, and your team

Most teams treat capacity planning as an operations chore, something the resourcing spreadsheet handles on a Monday. That framing is why so much client work loses money without anyone seeing where. Capacity planning is the lever that decides whether the work you win is actually profitable to deliver, and this guide walks through the benefits one by one so you can build the case for it and act on it.

How to Build an Ops Handbook in 9 Easy Steps

You know how things work. The question is whether your team does—or whether that knowledge walks out the door the moment you do. Our research into 303 professional services firms found that only 21% have documented best practices. The other 79% are running on institutional knowledge. Which means onboarding takes longer, quality depends on who’s staffed on a project, and every departure walks out with know-how nobody wrote down. Most ops leads already know this.

How Can Remote Teams Centralize Project Feedback and Decisions?

Centralized project feedback is the foundation of effective collaboration for remote teams. Without a single place to collect, review, and track feedback, important decisions get buried across chats, emails, and meetings, leading to confusion and unnecessary rework.

What a Productivity Audit Reveals About Your Business

Your business looks healthy. Your numbers say otherwise. Every project is staffed. Every team is working. Timesheets are filled out, standups are happening, and clients are (mostly) happy. And yet, at the end of the quarter, the numbers don’t add up the way they should: If this sounds familiar, the issue isn’t effort. It’s visibility. You can’t fix what you can’t see, and most businesses can’t see where their productivity is actually going.

Shattering the service quo starts with context

AI is changing expectations for service. Employees want help that feels seamless. Customers want answers without long waits or repeated explanations. Operations teams want to get ahead of incidents and prevent disruptions rather than just respond. Those expectations rest on a critical dependency: context. AI is only useful when it can see the full picture – from people and knowledge to services, assets, and code – and all connections in between.