Professional Services Automation

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

Choose the category you are interested in:
Professional Services
5 min read
30-60-90 day plan for new managers in professional services

30-60-90 day plan for new managers in professional services

Here’s a practical leadership 30-60-90 day plan for new managers to help you transition smoothly, ...

Engineering projects
6 min read
Engineering resource planning with limited resources: strategies and examples

Engineering resource planning with limited resources: strategies and examples

Engineering resource planning means strategically managing people, tools, and budgets to ensure engineering projects are ...

Professional Services
6 min read
What is sales project management? Best practices & tips for professional services

What is sales project management? Best practices & tips for professional services

Sales Project Management combines project management with sales. It keeps goals clear, teams aligned, and ...

Professional Services
2 min read
What is a PMO? Roles, responsibilities, types & benefits explained

What is a PMO? Roles, responsibilities, types & benefits explained

A project management office (PMO) is a team or department that defines and maintains project ...

Engineering projects
9 min read
9 best engineering project management software in 2025

9 best engineering project management software in 2025

Discover the top 11 engineering project management software of 2025, designed to streamline complex projects ...

Professional Services
11 min read
Project visibility for professional services: From planning to execution

Project visibility for professional services: From planning to execution

Discover how professional service firms can move from chaos to clarity—before your competitors leave you ...

Product News
1 min read
Invoicing is now officially released for Birdview PSA plans

Invoicing is now officially released for Birdview PSA plans

After a successful period in Feature labs, Invoicing is now a fully supported part of ...

Professional Services
13 min read
Professional services billing: How to bill for professional services projects?

Professional services billing: How to bill for professional services projects?

Tired of billing delays and awkward client calls? Others are getting paid faster—why not you? ...

Professional Services
14 min read
Client onboarding best practices, strategies, & mistakes: Stop losing clients today!

Client onboarding best practices, strategies, & mistakes: Stop losing clients today!

Struggling with client onboarding? Discover best practices that others are already using to lock in ...

Birdview logo
Nice! You’re almost there...

Your 14-day trial is ready! Explore Birdview's full potential by scheduling a call with our Product Specialist.

The calendar is loading... Please wait
Birdview logo
Great! Let's achieve game-changing results together!
Start your Birdview journey with a short 9-min demo
Watch demo video