Teams | Collaboration | Customer Service | Project Management

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Standardizing your product management workflow for superior project outcomes

Computing pioneer Alan Kay once said, “The best way to predict the future is to invent it.” As an agency in charge of developing, launching, and marketing new products, each new product development process is an opportunity for you to mold the future. It’s also a process where a lot can potentially go wrong.

How product leads leverage the sprint cycle to meet client deadlines

Deadlines are much like taxes — inevitable, stressful, and often dreaded. You may be all too familiar with the feeling of scrambling to meet client deadlines, working long hours, and drinking one too many cups of coffee. But missed deadlines can damage your agency’s reputation, affect future business, and ultimately impact your bottom line. Yet, despite the high stakes, it’s common for project teams to struggle with keeping track of tasks, managing priorities, and meeting deadlines.

How to Define Your Agency's Niche w/ Mike & Gaby Grinberg

When you find yourself spread thin across multiple services and client needs, it’s time to ask yourself—is niching down the right choice for your business? Mike & Gaby Grinberg, dual founders of Proofpoint Marketing, join the podcast to talk about finding their niche in the face of the pandemic and how their business has flourished in the aftermath. They discuss the importance of building a strategic narrative around your core business beliefs, and how to use that narrative to drive both growth and client connection.

7 cutting-edge tools for financial advisors

Financial professionals rely on financial planning tools and software to work efficiently and accurately. Some of these tools are as old as the PC itself, while a new generation of financial services tools is also competing for your attention. But with so many of these tools offering wide-ranging, overlapping feature sets, choosing the right mix of tools is a time-consuming process for investment advisors.

Start approving your team's time in 4 easy steps

It’s time to say farewell to nasty billing surprises and hello to more financial control. Introducing Time Approvals, our latest feature that will ensure you get the final say over your team’s time for the ultimate in accurate client billing. Take comfort in knowing that there are guardrails in place to protect your time data and billing details. Follow these four steps to work through the entire process, from setup to approval.

Balancing books: 8 best time and billing software for accountants

Your accountants and CPAs have better things to do than fiddling around with invoices and calculating billable hours. …But you also need to get paid. Is spending hours on billing and payroll just a necessary evil in the accounting field? Or is there a better way? Time and billing software promises to solve this problem, introducing automation and real-time tracking to your accounting and billing workflows.

The Must-Have Forecast Model to Grow Your Agency w/ Garrett Mehrguth

Today he runs an agency doing $25MM in ARR with around 150 employees. But–as the story usually goes–this success didn’t come overnight & started with much more humble beginnings. From not getting paid by one of his first clients to gaining traction with small monthly retainers on Fiverr to now running a successful performance marketing agency for SaaS companies, Garrett Mehrguth, CEO of Directive, has learned a forecasting model that’s allowed him to scale his agency well beyond those humble beginnings.

Project management for financial services: A comprehensive guide

Finance is a funny thing, isn’t it? On the one hand, the industry boasts some of the largest, most well-funded businesses in the U.S., U.K., and the world. Transactions so large that the average person can’t comprehend are the norm. But, on the other hand, day-to-day life at companies in the industry includes many challenges familiar to those in less lofty professions.

Introducing the Teamwork.com AI assistant, a new way to work smarter

You’ve got a new team member! They’re a hard worker who doesn’t mind doing repetitive grunt work, a great sounding board for ideas, a brainstorm buddy, a lightning-fast writer of blogs and social posts, and a smart editor. And they’re an AI. That's right, the Teamwork.com AI assistant is here to help you do better, more creative work for your clients at the press of a button. Fewer redundancies, less manual labor, higher quality writing.

The effective guide to project management in banking: Best practices and tools

Jack Welch wasn’t a banker. So what can Jack Welch — as successful as he was at GE — teach us about project management in banking? Plenty. Project management in banking has its fair share of complexities and challenges other industries don’t share — and we’ll get into those in this post. But even though the specifics can vary quite a bit, the core or soul of good project management is built on the same principles no matter the industry or context.