Five Questions That Reveal Your Agency’s Planning Gap
A planning gap is the space between the decisions an agency must make and what its current systems can actually show. Most agencies have one.
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Timesheets Without Resentment
This article is for agency leaders who want accurate time data without turning timesheets into a weekly fight. It lays out a simple Friday and Monday rhythm, clear ownership, and language that makes time tracking feel like protection, not policing.
The Weekly Resourcing Meeting That Actually Works
This article is for agency leaders, resource managers, and ops teams who are tired of weekly resourcing meetings that feel long on discussion and short on decisions. It breaks down a simple agenda, prep questions, and decision rules so teams can spot conflicts early, make tradeoffs faster, and leave with a plan people can actually follow.
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Embarking on a Software Evaluation? Leverage These 6 Pillars from the Outcome Chain Framework
Adopting a Professional Services Automation tool is all about driving business outcomes – like better revenue, increased margin, or strategic growth. In reality, most organizations aren’t doing a great job of evaluating software, and they’re missing the mark on the solution that best suits their needs. We explain topics to consider before purchasing a new tool.
The Shape of Projects to Come – Accurately Forecasting Resources and Revenue
“The Shape of Things to Come” is a work of science fiction by H.G. Wells and for some digital services…
The Problem with Task-based Proposals
Success requires continuous improvement. This is especially true in the solutions architecture and sales leadership roles I’ve held and led…
Improving Employee Engagement: Maslow’s Hierarchy of Needs
While it’s critical for leaders of digital services to focus on business growth, they must also address the fundamental needs…
We’re Here for You, Project Finance Team!
Ah, the plight of our fellow project accountants. They have an (almost always) thankless job, but also one that’s critical…
5 Reasons your Spreadsheets are Holding you Back
When you first started your digital services company, you likely began building spreadsheets to collect data in a way that…
PSA Buyer’s Guide: Questions you Should Ask When Evaluating PSA Platforms
Specifically built for the needs of digital services companies, professional services automation (PSA) platforms help digital agencies manage time tracking,…
Utilizing Customer Lifetime Value & How to Calculate It
Customer lifetime value (CLV) is a popular metric used at SaaS and product companies, but we don’t see it measured…
Resource Management vs Capacity Planning: Why You Need Both
Resource management and capacity planning are indeed two different things. However, digital agencies must consider both as part of the…