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Birdview PSA blog

Blog posts on professional services automation, project management, and resource allocation.

Professional Services
9 min read

Professional Services Resource Management - Ultimate Guide

Explore the intricacies of resource planning and scheduling, equipping you with the knowledge and strategies ...

  • Guide to project monitoring and control phase of project management

    Project Management
    5 min read

  • 5 common resource allocation problems and how to solve them

    Resource Management
    7 min read

  • 8 biggest challenges facing the Professional Services organizations in 2025

    Professional Services
    5 min read
Choose the category you are interested in:
Software Ratings
8 min read
6 monday.com alternatives for teams that need more control

6 monday.com alternatives for teams that need more control

Looking for the best monday.com alternatives? Compare 6 tools for resource planning, portfolio visibility, financial ...

Resource Management
7 min read
Resource planning for engineering firms: how to improve capacity and profit

Resource planning for engineering firms: how to improve capacity and profit

A comprehensive guide to engineering resource planning. Learn how to manage multi-project systems, track KPIs, ...

AI Automation
5 min read
Predicting Churn Before It’s Too Late

Predicting Churn Before It’s Too Late

In last week‘s post, I talked about our sales process automation. Today, we’re switching to ...

Financial Management
8 min read
Project finance architecture for service firms: structuring data, systems, workflows

Project finance architecture for service firms: structuring data, systems, workflows

Learn how to structure project finance architecture for service firms across CRM, PSA, and accounting ...

Professional Services
5 min read
Deal-to-project automation: what should happen automatically, and what should not

Deal-to-project automation: what should happen automatically, and what should not

Learn what to automate in deal-to-project handoffs, what needs human review, and how service firms ...

AI Automation
3 min read
Our best sales coach works at 2 AM and never takes a day off

Our best sales coach works at 2 AM and never takes a day off

Every company records sales calls now. It’s table stakes. The recording tools are cheap, the ...

Product News
2 min read
Introducing Multi-step time log approvals

Introducing Multi-step time log approvals

Add structure to time tracking with Multi-step time log approvals. Review, approve, and manage entries ...

Professional Services
5 min read
How to connect CRM, PSA, and accounting without duplicate data

How to connect CRM, PSA, and accounting without duplicate data

Learn how to connect CRM, PSA, and accounting without duplicate data by setting clear update ...

AI Automation
3 min read
Automating sales: How AI agents handle our post-call workflow end to end

Automating sales: How AI agents handle our post-call workflow end to end

This is Part 2 of our “Becoming AI-Native” series. In Part 1, we shared the ...

Latest News

Product News
2 min read
Introducing Multi-step time log approvals

Introducing Multi-step time log approvals

Add structure to time tracking with Multi-step time log approvals. Review, approve, and manage entries ...

Product News
1 min read
Introducing Local public holidays

Introducing Local public holidays

Help teams plan work more realistically by accounting for regional holidays at the individual user ...

Product News
1 min read
Assign unassigned activities while seeing the team workload

Assign unassigned activities while seeing the team workload

See unassigned activities directly in Workload. Assign work faster, balance team capacity, and keep workload ...

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