Teams | Collaboration | Customer Service | Project Management

Teamwork

teamwork

Predicting business expenses: How to forecast accounts payable

Apr 10, 2024 By Ben Brigden In Teamwork
No matter what type of business you run, you can’t do it successfully without having a handle on your cash flow. At least not for very long. One of the troublesome parts of dealing with balance sheets and working capital is that expenses are unpredictable, especially if your organization is in a growth phase. Your day-to-day expenses don’t occur evenly, and even if they did, bills don’t come in or come due at even increments.
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teamwork

Product project management: How to ensure your agency delivers for early-stage founders

Apr 4, 2024 By Ben Brigden In Teamwork
The shift toward product-focused business models has sparked a major demand for product project management within agencies. And in fact, Gartner projects that 40% of large enterprises are moving toward product-centric delivery to drive innovation and commercialization. Agencies working with early-stage founders (where every penny and second counts) need a more adaptable and fluid approach that balances product vision and startup agility.
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teamwork

Standardizing your product management workflow for superior project outcomes

Apr 3, 2024 By Ben Brigden In Teamwork
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.
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teamwork

How product leads leverage the sprint cycle to meet client deadlines

Apr 2, 2024 By Ben Brigden In Teamwork
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.
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How to Define Your Agency's Niche w/ Mike & Gaby Grinberg

Apr 1, 2024 By Teamwork In Teamwork
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.
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teamwork

7 cutting-edge tools for financial advisors

Mar 27, 2024 By Ben Brigden In Teamwork
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.
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teamwork

Start approving your team's time in 4 easy steps

Mar 26, 2024 By Janelle Santi In Teamwork
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.
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