# Resource Management, Planning & Scheduling Software | Birdview > A full-cycle Project and resource management software to plan, manage and forecast your resources, projects & budgets. Find the right people for current & future projects --- ## Pages - [Project Management Information System (PMIS) Software](https://birdviewpsa.com/project-management-information-system/): Birdview PSA is a project management information system that brings together planning, resource management, budgeting, and reporting in a single platform - [Professional Services Automation (PSA) software: a practical guide](https://birdviewpsa.com/psa-guide/what-is-professional-services-automation-software/): Professional Services Automation (PSA) is software designed to help service-based organizations manage their core operations more efficiently. - [Fast and Accurate Project Cost and Budget Estimation](https://birdviewpsa.com/uses/project-estimantion/): Estimate project costs and billable revenue instantly based on hours, rates, and the billing model of your choice. - [Birdview Project Management](https://birdviewpsa.com/birdview-pm/): Birdview Project Management software streamlines complex projects with powerful tools for workflow automation, resource allocation, and team collaboration - [Project Management Software for Europe](https://birdviewpsa.com/eu-project-management-software/): Birdview PSA is Canadian end-to-end project management software. Plan projects, allocate resources, track budgets, and boost team efficiency - [Seamless handoff from sales to implementation](https://birdviewpsa.com/uses/handoff-from-sales-to-implementation/): Streamline your project intake process and shorten your sales cycle with Birdview PSA to start delivering services faster - [Uses](https://birdviewpsa.com/uses/): - [How Intrahealth optimized resource planning with Birdview PSA](https://birdviewpsa.com/client-case-studies/intrahealth/): Discover how a healthcare software company successfully transitioned to a scalable, comprehensive project and resource management solution with Birdview PSA - [Canadian Project Management Software](https://birdviewpsa.com/canadian-project-management-software/): Manage projects, resources, and financials with a scalable and secure solution for businesses of all sizes. - [PM Software for Onboarding & Implementation Teams](https://birdviewpsa.com/solutions/onboarding-implementation-software/): Streamline every step of client onboarding and implementation, optimize resource allocation, and deliver exceptional outcomes—all in one intuitive platform - [Invoicing Software for Professional Services](https://birdviewpsa.com/software/billing-and-invoicing/): Birdview PSA automates client project billing methods, from time spent and expenses incurred to fixed-fee projects, optimizes invoicing, and speeds up payments - [PSA Software vs. Project Management Software: A Comparison](https://birdviewpsa.com/psa-guide/psa-software-vs-project-management-software/): Explore the core functionalities, ideal use cases, and distinct benefits of both PSA and PM software to help you pinpoint the solution that best fits your unique business needs. - [Anniversery](https://birdviewpsa.com/20th-anniversary/): Join Birdview in celebrating 20 years of project management excellence! Discover our journey, enjoy exclusive discounts, and hear from our CEO. - [Adtalem increased its team productivity with Birdview](https://birdviewpsa.com/client-case-studies/adtalem/): Discover how, after adopting Birdview, Adtalem Global Education experienced significant improvements in project management efficiency and overall productivity. - [Resource Planning: A Practical Guide from the Experts](https://birdviewpsa.com/resource-management-guide/resource-planning/): Discover expert strategies for effective resource planning in 2025. Learn how top project managers allocate resources, balance workloads, and optimize team performance. - [Project cost estimation guide: methods and examples](https://birdviewpsa.com/project-finance-guide/project-cost-estimation-guide/): We will walk you through various project cost estimation methods, examples, common pitfalls, and best practices to set you up for success. - [Resource planning templates: definition, benefits, examples](https://birdviewpsa.com/resource-management-guide/resource-planning-templates/): Measure and optimize your business's resource management performance with our guide to resource management metrics and KPIs. Discover best practices, tools, and strategies for effective resource tracking and analysis. - [Advanced Project Time Tracking Software](https://birdviewpsa.com/software/time-tracking/): Streamline workflows with Birdview's advanced project time tracker. Ensure accuracy in billing and enhance productivity with flexible tracking options - [Ahau Software](https://birdviewpsa.com/company/partner-ahau/): Organize your work in Outlook, Adobe Creative Cloud, and other apps to access all the essential data without the need to switch between tools. - [Birdview Development Partnership Program for Individuals and Organizations](https://birdviewpsa.com/company/development-partners/): Partner with Birdview to develop apps that seamlessly integrate, join our network, and reach thousands of new customers for exponential growth. - [Birdview Zapier Integrations](https://birdviewpsa.com/integrations/zapier/): Connect Birdview with other tools your team uses, like Salesforce, Google Calendar, and Slack, without writing a single line of code. - [What is project management](https://birdviewpsa.com/project-management-guide/project-management/): Explore all project management principles from basics to advanced techniques. Discover strategies and tools suitable for project managers. - [Microsoft 365 Integrations with Birdview](https://birdviewpsa.com/integrations/ms-office/): Unlock the full potential of your workflow with Birdview and Microsoft 365 integrations, from real-time collaboration to efficient file management. - [On-premise Deployment of Project Management Software](https://birdviewpsa.com/on-premise-deployment/): Project Management Software Birdview PSA’s on-premise deployment offers the perfect blend of flexibility, security, and performance, for full control of your data. - [ServiceNow](https://birdviewpsa.com/integrations/servicenow/): Discover ServiceNow integration with Birdview’s project management software, designed to transform your Birdview projects and activities into ServiceNow change requests and tasks. - [MRWA reduced their project planning time by 75% with Birdview](https://birdviewpsa.com/client-case-studies/maine-rural-water-association/): Discover how a non-profit trade association dedicated to providing support to water and wastewater systems reduced their project planning time by 75% with Birdview. - [Automate Workflows to Enhance Productivity](https://birdviewpsa.com/integrations/workflow-automation/): Birdview Automation enhances productivity by connecting and automating your business workflows across applications. - [PSA Software Implementation: A Practical Guide for Service Organizations](https://birdviewpsa.com/psa-guide/how-to-implement-professional-services-automation-software/): This guide outlines the key steps and practical tips to help you implement PSA software effectively and get lasting value from your investment. - [Birdview Pricing](https://birdviewpsa.com/pricing/): Discover what plans and user licenses Birdview offers to support various needs and use cases of your organization. - [OneDrive](https://birdviewpsa.com/integrations/onedrive/): Use OneDrive integration for Birdview to streamline your document management process and enhance collaboration on crucial files with your team. - [Arizona Liver Health Cuts Project Planning Time by 50% with Birdview](https://birdviewpsa.com/client-case-studies/arizona-liver-health/): Discover how a medical practice and research institute specializing in liver health witnessed a 50% reduction in planning and execution time for projects. - [Birdview PSA Pricing](https://birdviewpsa.com/professional-services/pricing/): Discover what plans and user licenses Birdview PSA offers to support various needs and use cases of your organization. - [Birdview Project Pricing](https://birdviewpsa.com/project-management/pricing/): Discover what plans and user licenses Birdview Project Management offers to support various needs and use cases of your organization. - [Birdview Project Management](https://birdviewpsa.com/project-management/): Birdview Project Management software streamlines complex projects with powerful tools for workflow automation, resource allocation, and team collaboration - [SharePoint Integration for Project and Document Management | Birdview](https://birdviewpsa.com/integrations/sharepoint/): Use SharePoint integration for Birdview to simplify the document management process and collaborate on important files with your team. - [RBC Achieves 130% Revenue Increase Since Adopting Birdview](https://birdviewpsa.com/client-case-studies/rbc-medical-innovations/): Discover how a medical device manufacturer achieved 130% revenue increase and a 20% increase in on-budget project completion since adopting Birdview. - [25% Increase in the Work Capacity of Nommon’s Engineering Team](https://birdviewpsa.com/client-case-studies/nommon/): Discover how Birdview PSA provided Nommon with a suite of solutions tailored to their unique needs and improved decision-making, streamlined processes, and enhanced team collaboration. - [Oil and Gas Project Management Software](https://birdviewpsa.com/solutions/oil-and-gas-project-management/): Birdview’s oil and gas project and resource management software empowers professionals to optimize workflows, maintain complete oversight of projects, and propel industry growth - [Templates](https://birdviewpsa.com/templates/): Access a variety of project plan templates for engineering, IT and business consulting projects. Enhance strategies, streamline processes, and drive organizational success using Birdview or Excel templates - [QuickBooks Integration for Birdview PSA](https://birdviewpsa.com/integrations/quickbooks/): Discover QuickBooks integration with a project management software, designed to seamlessly transfer time logs from Birdview PSA to QuickBooks. - [Resource Scheduling Software](https://birdviewpsa.com/software/resource-scheduling-software/): Achieve tactical resource management excellence with Birdview PSA. Streamline team workload and ensure accurate resource allocation. - [Achieving a 15% Increase in On-Budget and On-Schedule Completion with Birdview PSA](https://birdviewpsa.com/client-case-studies/boomdata/): Discover how an IT consulting firm achieved 10% time savings on project initiation and planning and 20% on project execution and built trust with their clients using Birdview PSA. - [Reseller Program](https://birdviewpsa.com/company/reseller-program/): Our goal is to help more teams get the results they need in order to grow. You can help by sharing the contact details for any other internal departments or external colleagues that might benefit from implementing Birdview PSA. - [Affiliate Program](https://birdviewpsa.com/company/affiliate-program/): Our goal is to help more teams get the results they need in order to grow. You can help by sharing the contact details for any other internal departments or external colleagues that might benefit from implementing Birdview PSA. - [How Birdview PSA Boosted Project Initiation Speed by 90% for a Global Workplace Solutions Company](https://birdviewpsa.com/client-case-studies/workplace-solutions-and-digital-services/): Discover how Birdview PSA transformed the project management practices of a global workplace solutions company by addressing challenges such as scattered project information, over-commitment, and reporting difficulties. - [How PSA Works](https://birdviewpsa.com/how-psa-works/): From the sales process and planning to execution and client billing, Birdview PSA supports your entire service delivery process. - [Jira and Birdview PSA Integration | Birdview PSA](https://birdviewpsa.com/integrations/jira/): Effortlessly manage your team's capacity, budgets, costs, and multiple projects all at once with seamless integration between Jira and Birdview PSA. - [Increasing Revenue by 10% Using Birdview PSA](https://birdviewpsa.com/client-case-studies/c-p-systems/): Discover how a chemical engineering firm decreased its high-level project planning efforts by 50% and increased revenue after switching to Birdview PSA. - [Resource risk management](https://birdviewpsa.com/resource-management-guide/resource-risk-management/): Mitigate project risks with our guide to resource risk management. Learn about best practices, tools, and strategies for effective resource management and risk reduction. - [Resource management metrics and KPIs](https://birdviewpsa.com/resource-management-guide/resource-management-metrics-and-kpis/): Measure and optimize your business's resource management performance with our guide to resource management metrics and KPIs. Discover best practices, tools, and strategies for effective resource tracking and analysis. - [Resource optimization](https://birdviewpsa.com/resource-management-guide/resource-optimization/): Maximize your project's success with our guide to resource optimization in project management. Discover best practices, tools, and strategies for efficient resource management and driving project results. - [Resource forecasting and scenario planning](https://birdviewpsa.com/resource-management-guide/resource-forecasting/): Achieve project success with our guide to resource forecasting in project management. Discover best practices, tools, and strategies for efficient resource management. - [Resource management reporting and dashboards](https://birdviewpsa.com/resource-management-guide/resource-management-reporting-and-dashboards/): Get the ultimate information on resource management reporting and dashboards with our comprehensive guide. Discover best practices, tools, and strategies for efficient resource tracking and analysis. - [Resource scheduling](https://birdviewpsa.com/resource-management-guide/resource-scheduling/): Maximize your project's success with our guide to resource scheduling in project management. Discover best practices, tools, and strategies for efficient resource management. - [Resource allocation](https://birdviewpsa.com/resource-management-guide/resource-allocation/): Optimize your project's resource allocation with our comprehensive guide. Learn best practices, tools, and strategies for success in resource management. - [Resource capacity management](https://birdviewpsa.com/resource-management-guide/resource-capacity-management/): Take control of your business's resource capacity with our comprehensive guide. Learn about best practices, tools, and strategies for effective resource capacity management. - [What is resource management](https://birdviewpsa.com/resource-management-guide/what-is-resource-management/): Discover what resource management is, how it works, and why it's important for modern businesses. Our comprehensive guide has everything you need. - [Activity Reports](https://birdviewpsa.com/report-library/activity-reports/): Obtain top-notch examples of Activity Reports in Project Management. A comprehensive overview of all activities within a project or portfolio allows you to see how tasks are progressing, track and manage approvals, and identify activities where important data is missing. - [Project Reports](https://birdviewpsa.com/report-library/project-reports/): Get the best examples of Project Management Reports. Get an at-a-glance view of your projects' performance and status. Monitor the health of their projects in real-time. - [Financial Performance Report](https://birdviewpsa.com/report-library/financial-performance-reports/): Get the best examples of Financial Performance reports in Project Management. Monitor and manage your projects' budgets and compare planned and actual costs. - [Schedule Performance](https://birdviewpsa.com/report-library/schedule-performance-reports/): Get the best examples of Schedule Performance Reports in Project Management. Track projects' progress against a predefined schedule and adjust timelines to ensure on-time delivery. - [Time Log Reports](https://birdviewpsa.com/report-library/time-log-reports/): Get the best examples of Time Tracking Reports in Project Management. Keep track of your team's time and optimize productivity. - [Resource Planning](https://birdviewpsa.com/report-library/resource-planning-reports/): Obtain top-notch examples of Resource Planning and Resource Capacity reports in project management. Streamline your resource demand projection process and gain valuable insights into your project's resource needs." - [Resource Loading](https://birdviewpsa.com/report-library/resource-loading-reports/): Obtain top-notch examples of Resource Loading reports in project management. Efficiently assess the workload and availability of your resources, and optimize your resource allocation strategy. - [Optimize Your Business: Birdview's Collection of Expert eBooks](https://birdviewpsa.com/publications/): Discover valuable insights and expert analysis on a variety of topics related to resource management, project management, and finance. Our thoughtfully curated collection offers practical guidance and strategies to help you optimize your business processes and achieve your goals. - [Project Management Software for Business Operations](https://birdviewpsa.com/solutions/project-management-software-for-business-operations/): Birdview PSA is a Project Management software that enables Business Operations teams to efficiently plan project expectations, allocate resources, determine deadlines and monitor budgets. - [Healthcare Project Management](https://birdviewpsa.com/solutions/healthcare-project-management/): Leverage the Birdview PSA healthcare project management software to plan, execute, and maintain any healthcare project and bring structure into your organization. HIPAA compliant. - [Saving $300K and 1,700 Hours per Year Using Birdview PSA](https://birdviewpsa.com/client-case-studies/hatch-ltk/): Discover how an engineering firm specializing in passenger rail managed to improve its resource and project management, thus saving the company's money and time, after switching to Birdview PSA. - [Referral Program](https://birdviewpsa.com/company/referral-program/): Our goal is to help more teams get the results they need in order to grow. You can help by sharing the contact details for any other internal departments or external colleagues that might benefit from implementing Birdview PSA. - [Rebranding](https://birdviewpsa.com/company/rebranding/): Easy Projects is now Birdview PSA! We believe that the new name much better reflects our mission to help organizations grow faster using our platform as a single source of truth for resources, projects, and finances. - [Improving Reporting and the Use of Resources for Local Government](https://birdviewpsa.com/client-case-studies/improving-reporting-and-the-use-of-resources-for-local-government/): Discover how an inside marketing agency for the Board of County Commissioners in Florida managed to cut down time spent on project reporting and ensured every organization's resource is engaged in the project delivery with the help of Birdview PSA. - [SES Increased Annual Revenue by 10% and Profits by 15%](https://birdviewpsa.com/client-case-studies/ses-consulting-increase-annual-revenue-and-profits/): Discover how SES Consulting, a mechanical engineering company that focuses on energy efficiency, racked up its revenue and cut employee stress using Birdview PSA. - [Creative Project Management Software](https://birdviewpsa.com/solutions/project-management-software-for-creative-teams/): Birdview PSA creative project management tools help you to deliver show-stopping projects, delight your most valuable clients, and empower your creative teams. - [Project Budget Management](https://birdviewpsa.com/software/project-cost-management-and-budgeting/): Use Birdview’s project cost management software for professional services to streamline budgeting, track time and expenses, boost profitability, and automate invoicing - [Variass Increased Team’s Productivity by 10%](https://birdviewpsa.com/client-case-studies/variass-increased-teams-productivity-by-10-using-ep/): Discover how Variass optimized its time management and project tracking after adopting Birdview PSA. - [Digging Out the Data: A Case for Measurement as a Core
Company Value](https://birdviewpsa.com/podcasts/digging-out-the-data/): In a business culture that demands speed and urgency, is a case to be made for using data to make the right decisions? - [Podcast Introducing](https://birdviewpsa.com/podcasts/introducing/): Welcome to When Spreadsheets Hit the Fan, a podcast created for professional services industry leaders and enthusiasts. Check out our first episode now! - [Podcast main](https://birdviewpsa.com/podcasts/): A podcast for people keen on professional services. We talk about the best service delivery practices with the industry leaders. Subscribe now! - [Blog](https://birdviewpsa.com/blog/): Get inspired with our blog for teams and leaders in the professional service delivery industry. Check out the latest news and updates on Birdview PSA and get new ideas on how to drive your business growth. - [PepsiCo increases productivity by 37% with Birdview PSA](https://birdviewpsa.com/client-case-studies/pepsico-increases-productivity-by-37-with-easy-projects/): Discover how PepsiCo gained a boost in its team’s productivity when it started using Birdview PSA as its go-to project management solution. - [Birdview Professional Services](https://birdviewpsa.com/professional-services/): Birdview PSA is full-featured software that helps professional services firms efficiently manage resources, projects, costs, and bill clients in one place. - [MS Teams](https://birdviewpsa.com/integrations/ms-teams/): Streamline collaboration and communication with Birdview for Microsoft Teams. - [Vulnerability Reward Program](https://birdviewpsa.com/company/vulnerability-reward-program/): Security of our users and their data is paramount for Birdview PSA - [Get Started for Free Activate](https://birdviewpsa.com/request-access-activate/): Project Management. Get Started for Free. - [Project finances formulas](https://birdviewpsa.com/project-finance-guide/project-finances-formulas/): Sometimes, project finances can get confusing, so please use this guide as a reference for various financial metrics commonly used in project management. - [Creating a project budget – an ultimate guide](https://birdviewpsa.com/project-finance-guide/project-budget-management/): Get a detailed guide on how to plan your project budget: use cases, examples, and tips on project budget management. - [Financial metrics in project management](https://birdviewpsa.com/project-finance-guide/financial-metrics/): Explore all the financial metrics and formulas you need when executing a project: Cost, Budget, Revenue, Profit, and 20 more key metrics, all in one guide. - [Project revenue and project-based billing methods](https://birdviewpsa.com/project-finance-guide/project-billing/): Discover everything you need to know about project-based billing methods in this comprehensive financial management guide. - [Project finances defined](https://birdviewpsa.com/project-finance-guide/project-finances-defined/): Why Project Managers Need to Understand Project Finances. Completing a project and delivering it to a Client is one way to measure the success of your project; the other is understanding the financial health of it. Learn more. - [U.S. Medical Institution Increases Productivity by 60%](https://birdviewpsa.com/client-case-studies/healthcare-leader/): Learn how one of the top 15 medical institutions in the U.S. used Birdview PSA to boost its team’s productivity and performance. - [Increasing Team’s Productivity by 100% with Birdview PSA](https://birdviewpsa.com/client-case-studies/life-care-services/): Discover how Birdview PSA helped the 2nd largest operator of senior living communities in the USA to increase its team’s productivity and satisfaction. - [Interroll Completes Projects 50% Faster with Birdview PSA](https://birdviewpsa.com/client-case-studies/interroll/): Learn how a leading global provider of material handling solutions with 34 subsidiaries worldwide decreased its project completions time by half using Birdview PSA - [Professional Services Lifecycle](https://birdviewpsa.com/professional-services-lifecycle/): From Project Initiation to Portfolio Prioritization, Easy Projects supports your entire Project Management Lifecycle - [60% Increase in Productivity When Using Birdview PSA](https://birdviewpsa.com/client-case-studies/centurylink/): Learn how one of the leading US telecommunications companies boosted its team’s productivity since switching from multiple reporting systems to Birdview PSA. - [The UOIT Saves over 3h/Day on Project Setup and Reporting](https://birdviewpsa.com/client-case-studies/uoit/): Discover how the University of Ontario Institute of Technology saved at least 3 hours per day on project setup and reporting when using Birdview PSA. - [Increasing Yearly Number of Completed Projects by Over 50%](https://birdviewpsa.com/client-case-studies/global-insurance-brokerage/): Learn how a wholesale insurance broker increased the number of completed projects per year by leveraging the Birdview PSA robust functionality. - [50% Increase in Revenue by Switching to Birdview PSA](https://birdviewpsa.com/client-case-studies/new-york-engineers/): Discover how one of the largest MEP engineering services companies doubled its revenue since adopting project management solutions by Birdview PSA. - [Сompleting over 5700 Projects a Month with Birdview PSA](https://birdviewpsa.com/client-case-studies/advanced-one/): Learn how one of the leaders in the telecommunications engineering industry applied Birdview PSA to finish up more projects per month than ever before. - [Over 80% of tasks completed within schedule and on budget](https://birdviewpsa.com/client-case-studies/brooks-life-sciences/): Learn how Birdview PSA became a single project management environment for Brooks Life Sciences' diverse team and helped them increase productivity. - [Reducing the Time to Complete a Project by 26%](https://birdviewpsa.com/client-case-studies/agriculture-and-horticulture/): Discover how an agriculture and horticulture company managed to run over 130 projects simultaneously with the help of Birdview PSA. --- ## Posts - [6 best billing solutions 2025](https://birdviewpsa.com/blog/best-billing-solutions/): The best billing solutions: 1. Birdview PSA – built-In billing solution, 2. Paymo· 3. Zoho Invoice, 4. QuickBooks · 5. FreshBooks · 6. Xero - [Design success: Birdview PSA for architecture project management, from plan to completion](https://birdviewpsa.com/blog/architecture-project-management/): Streamline architecture projects with Birdview PSA. Manage planning, resources, finances, and clients, all in an end-to-end project management platform for architects - [Solving resource conflicts: How PSA software balances workloads and keeps projects on track](https://birdviewpsa.com/blog/solving-resource-conflicts-how-psa-software-balances-workloads-and-keeps-projects-on-track/): Discover how PSA software helps prevent resource conflicts, optimize team workloads, and ensure your projects stay on time and within budget. - [Resource management: techniques, examples & tools](https://birdviewpsa.com/blog/resource-management-techniques-examples-tools/): Resource management is the practice of planning, allocating, and overseeing the use of people, tools, time, and budget needed to complete projects and support daily operations. - [How to build a PMO for an MSP: 10 steps with tips and examples](https://birdviewpsa.com/blog/how-to-build-a-pmo-for-an-msp-10-steps-with-tips-and-examples/): This guide explains what a PMO is, why it’s essential for Managed Service Providers (MSPs), and how to build one step by step in your IT company. - [Mastering Resource Allocation: a step-by-step guide with 6 practical tips](https://birdviewpsa.com/blog/mastering-resource-allocation/): This guide covers how to manage resource allocation in Birdview PSA, from assigning tasks based on skills to reviewing and adjusting plans as your project evolves. - [Top 8 risks to the growth of Managed Service Providers (MSP)](https://birdviewpsa.com/blog/risks-to-the-growth-of-managed-it-service-providers/): Discover 8 key risks holding back MSP growth, and how PSA software helps you overcome them, scale faster, and stay profitable. - [6 common professional services project manager pain points (and how to solve them)](https://birdviewpsa.com/blog/professional-services-pm-pain-points/): Project managers often face challenges like scope creep, limited project visibility, resource overload, and billing delays. Here’s how to solve them. - [S-curve project management: the complete guide for predictable project delivery](https://birdviewpsa.com/blog/s-curve-project-management/): An S-curve is a cumulative line chart that plots a single metric, usually cost, labour hours, or earned value, against time. - [8 common project management problems in consulting firms and how to solve them](https://birdviewpsa.com/blog/3-biggest-challenges-you-are-likely-to-face-as-a-consultant-project-manager/): In this article, we outline some of the most common issues, and how to navigate them effectively with real-world examples and practical solutions. - [Top 6 project management information systems (PMIS) software in 2025](https://birdviewpsa.com/blog/top-pmis-software/): Take a look at the top project management information systems in 2025 to help you find the best fit for your team. - [IT PSA software: benefits, examples, tips and tricks](https://birdviewpsa.com/blog/competitive-advantage-in-service-industry/): In this article, we’ll explore the key benefits, provide real-world examples, and share practical tips for getting the most from your IT PSA solution. - [9 reasons to give your client access to your Project Management Software](https://birdviewpsa.com/blog/9-reasons-give-client-access-project-management-software/): Giving clients limited access to your project management software builds trust, improves collaboration, and helps projects run more smoothly for everyone involved. - [Project Management Information System: What is PMIS](https://birdviewpsa.com/blog/pmis-meaning/): A project management information system (PMIS) is a centralized system that helps teams plan, manage, and monitor their projects more effectively. - [30-60-90 day plan for new managers in professional services](https://birdviewpsa.com/blog/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, gain quick wins, and align your team with strategic goals. - [Billable utilization: Increase profits with the right strategy & tools](https://birdviewpsa.com/blog/billable-utilization/): Teams leaving money on the table? Discover how firms can use smarter billable utilization strategies to boost margins—before your revenue hits a ceiling. - [How to prevent & fix schedule slippage in projects?](https://birdviewpsa.com/blog/schedule-slippage/): Schedule slippage killing your momentum? Learn how top teams tackle delays fast—before missed deadlines wreck your delivery pipeline. - [Engineering resource planning with limited resources: strategies and examples](https://birdviewpsa.com/blog/4-ways-easy-projects-can-help-engineering-project-managers-allocate-limited-resources/): Engineering resource planning means strategically managing people, tools, and budgets to ensure engineering projects are delivered on time and within scope. - [6 best project management software for EU businesses](https://birdviewpsa.com/blog/best-project-management-software-for-eu-businesses/): Top project management software outside the USA for European companies: 1. Birdview PSA; 2. Scoro; 3. MeisterTask; 4. HanzeDocs; 5. Teamwork; 6. OpenProject - [What is sales project management? Best practices & tips for professional services](https://birdviewpsa.com/blog/sales-team-can-help-project-management-team/): Sales Project Management combines project management with sales. It keeps goals clear, teams aligned, and progress on track from planning to execution. - [What is a PMO? Roles, responsibilities, types & benefits explained](https://birdviewpsa.com/blog/project-management-office-guide/): A project management office (PMO) is a team or department that defines and maintains project management standards across an organization. - [9 best engineering project management software in 2025](https://birdviewpsa.com/blog/best-engineering-project-management-software/): Discover the Top Tools for Engineering: 1. Birdview PSA – End-to-End Solution for Engineers 2. Procore 3. Primavera P6 4. JIRA Software 5. Microsoft Project 6. Planview 7.Wrike 8. Asta Powerproject 9. GanttPRO - [What is business intelligence in project management?](https://birdviewpsa.com/blog/business-intelligence-project-management/): Still managing projects blind? Discover how smart firms use business intelligence to make sharper calls—before you're the last to catch on. - [Project visibility for professional services: From planning to execution](https://birdviewpsa.com/blog/project-visibility/): Missing out on consistent project visibility? Discover how professional service firms can move from chaos to clarity—before your competitors leave you behind. - [Invoicing is now officially released for Birdview PSA plans](https://birdviewpsa.com/blog/invoicing-official-release/): After a successful period in Feature labs, Invoicing is now a fully supported part of the platform and is available exclusively to Birdview PSA Team and Birdview PSA Enterprise plans. - [Professional services billing: How to bill for professional services projects?](https://birdviewpsa.com/blog/professional-services-billing/): Tired of billing delays and awkward client calls? Others are getting paid faster—why not you? Professional services billing doesn’t have to be messy. - [Client onboarding best practices, strategies, & mistakes: Stop losing clients today!](https://birdviewpsa.com/blog/client-onboarding-best-practices/): Onboarding is your first chance to show real value—and when done right, it sets the tone for a strong, long-term client relationship. - [Export invoices from Birdview PSA to QuickBooks](https://birdviewpsa.com/blog/export-invoices-from-birdview-psa-to-quickbooks/): With our latest update to QuickBooks integration, you can now export invoices created in Birdview PSA directly into QuickBooks. - [Birdview makes the 2025 Capterra shortlist for Project Portfolio Management Software](https://birdviewpsa.com/blog/birdview-2025-capterra-shortlist-for-project-portfolio-management-software/): See why Birdview was named one of the top project portfolio management tools by Capterra in 2025—based on real user feedback and performance. - [Top 5+ professional services billing solutions in 2025 - Automate, Track, and Grow](https://birdviewpsa.com/blog/professional-services-billing-solutions/): Tired of chasing invoices? Discover professional services billing solutions! A way to simplify payments, save time, and keep revenue flowing. - [Top 30+ AI project management tools in 2025](https://birdviewpsa.com/blog/project-management-ai-tools/): Start using AI-powered project management tools to stay organized and avoid chaos. The right choice saves time and effort. Check out 30+ top AI tools now! - [Best resource management software made in Canada (2025)](https://birdviewpsa.com/blog/best-resource-management-software-canada/): Top Canadian resource management solutions: 1. Birdview PSA - project and resource management for professional services; 2. Replicon; 3. 7shifts; 4. SkyHive; 5. Folks HR. - [Best Professional Services Automation software made in Canada 2025](https://birdviewpsa.com/blog/best-professional-services-automation-software-canada/): Top Canadian PSA tools: 1. Birdview PSA - end-to-end professional services automation software; 2. Replicon; 3.OneDesk; 4. Clio; 5. Promys; 6. Cerri Project - [6 best Project Management Software made in Canada (2025)](https://birdviewpsa.com/blog/best-project-management-software-canada/): Top Canadian project management software: Birdview PSA - project management and PSA software, Function Point, AceProject, Traqspera, CMiC, Nutcache - [Timesheet automation professional services: 2025 solution](https://birdviewpsa.com/blog/timesheet-automation-professional-services/): Professional service firms spend too much time stuck in manual tracking—hours lost to errors, delays, and inefficiencies. Timesheet automation changes that. Automate now and focus on real work. - [Workforce capacity planning​ for SMBs: 7-step process](https://birdviewpsa.com/blog/workforce-capacity-planning/): Workforce capacity planning for SMBs doesn’t have to be chaotic. Tackle workload gaps and avoid last-minute hiring struggles with this 7-step process. - [10 Best Billing Software for Consultants in 2025](https://birdviewpsa.com/blog/best-invoicing-software/): Top Tools for Consultant Invoicing and Billing 1. Birdview PSA – End-to-end PSA Software 2. FreshBooks 3. QuickBooks Online 4. Xero 5. Zoho Invoice 6. Bonsai 7. Harvest 8. Wave 9. Bill.com 10. Paymo - [IT capacity management & planning: Improve IT performance](https://birdviewpsa.com/blog/it-capacity-management/): IT capacity management & planning sets the stage for reliable systems. Tired of unexpected slowdowns? Find practical fixes that restore stability. - [Top software solutions made in Canada (2025)](https://birdviewpsa.com/blog/top-software-companies-in-canada/): Top software solutions in Canada: Birdview PSA – Project Management Software; FreshBooks – Accounting software; Shopify – E-commerce platform; Vendasta – CRM software; Dayforce – HR software. - [Capacity utilization: Formula, types, & tools](https://birdviewpsa.com/blog/capacity-utilization/): Are you struggling to meet demands or wasting resources? Capacity Utilization is the solution. Learn how to calculate, identify types, and use the right tools to maximize output. Don't miss opportunities! - [Onboarding vs. implementation: why both matter?](https://birdviewpsa.com/blog/onboarding-vs-implementation-why-both-matter/): Companies that excel at both onboarding and implementation ensure long-term client satisfaction. But how do they differ, and why are both essential? - [Profit margins in time-and-material vs fixed-fee contracts](https://birdviewpsa.com/blog/profit-margins-in-time-and-material-vs-fixed-fee-contracts/): Discover how you can take control of your profit margins and turn those challenges into opportunities if you have the right tools and choose the right approach. - [Capacity requirement planning (CRP): Process, tools, & types](https://birdviewpsa.com/blog/capacity-requirement-planning/): Capacity requirement planning (CRP) helps allocate resources accurately. Discover its process, tools, and types to streamline your operations. - [Birdview PSA is recognized as a Top Professional Services Automation Software of 2025 by Software Advice](https://birdviewpsa.com/blog/birdview-psa-is-recognized-as-a-top-professional-services-automation-software-of-2025-by-software-advice/): Birdview PSA was particularly highlighted for its excellence in customer service, earning the highest rating in this category among the most popular PSA applications. - [Capacity management: Planning, process, & solutions](https://birdviewpsa.com/blog/capacity-management/): Want to improve your capacity management? Learn about the planning process and solutions to help your business meet client demands and future challenges. - [What is utilization rate? How to track & calculate](https://birdviewpsa.com/blog/utilization-rate/): What is utilization rate? Discover how to track and calculate it to improve your team's productivity and project profitability without overloading resources. - [How to approach IT resource management: Practical step-by-step guide](https://birdviewpsa.com/blog/it-resource-management/): How to approach IT resource management with a practical guide to reduce chaos, boost productivity, and turn your team into a powerhouse. - [What are project management consultant tasks​ and how to schedule them?](https://birdviewpsa.com/blog/project-management-consultant-tasks/): What are project management consultant tasks? Solve scheduling chaos and take control with a clear approach that drives project success. - [How to build a resource management plan?](https://birdviewpsa.com/blog/resource-management-plan/): Are you frustrated with messy project resources? Build a clear resource management plan today and experience smooth execution. - [Professional services trends in 2025: What you need to know](https://birdviewpsa.com/blog/professional-services-trends/): Professional services trends in 2025 are reshaping how businesses grow. Struggling to stay ahead? Discover the changes and stay on top of the competition. - [Best apps for consultants: simplify, save time, and increase revenue](https://birdviewpsa.com/blog/best-apps-for-consultants/): Tired of managing tasks manually? Explore the best apps for consultants to simplify workflows, save hours daily, and grow revenue. - [Introducing Invoicing for Birdview](https://birdviewpsa.com/blog/introducing-invoicing-for-birdview/): We’re excited to announce the release of Invoicing in Birdview aimed at streamlining your project billing process directly within the platform. - [ClickUp alternatives: top picks in 2025](https://birdviewpsa.com/blog/clickup-alternatives/): What are the best ClickUp alternatives? Explore the reasons you might consider looking for alternatives. - [The best IT project management software for team collaboration in 2025](https://birdviewpsa.com/blog/best-it-project-management-software/): Explore top IT project management tools that will elevate your projects, streamline workflows, and drive success to your IT service business. - [Best Consulting Project Management Software: 2025 Picks](https://birdviewpsa.com/blog/consulting-project-management-software/): Explore the best consulting project management software to streamline your workflows, manage clients, and deliver organized service. - [13 top customer success software 2025](https://birdviewpsa.com/blog/top-customer-success-software/): We’ll explore what customer success software is and what the best customer success tools there are for you to find the right solution for your team. - [Resource underutilization: how to identify skills underutilized or overutilized?](https://birdviewpsa.com/blog/resource-underutilization/): Is resource underutilization hurting your business? Uncover the hidden causes and learn powerful strategies to optimize your resources today! - [ERP vs PSA: why professional services need more than just ERP](https://birdviewpsa.com/blog/why-professional-services-need-more-than-erp/): The Limitations of ERP for Managing Professional Services. 1. ERP has insufficient capabilities for professional services. 2.The ERP system is not designed to manage customer projects and resources - [What is a resource allocator? Resource allocator role, responsibilities, and best practices](https://birdviewpsa.com/blog/resource-allocator/): What is a Resource Allocator? Learn the role, key responsibilities, and best practices to improve resource management and drive business success. - [Top 14 Monday alternatives 2025](https://birdviewpsa.com/blog/top-monday-alternatives/): Let’s dig into why it might be time for a change and what top Monday.com alternatives are worth considering. - [Top 12 Smartsheet alternatives 2025](https://birdviewpsa.com/blog/top-smartsheet-alternatives/): We’ll walk you through the top Smartheet alternatives and their features to help you find the best fit for your project management style. - [What is a cross-functional team, and how PSA software can help manage it better](https://birdviewpsa.com/blog/what-is-a-cross-functional-team/): We will explain what a cross-functional team is, what challenges it brings alone, and how PSA software helps to tackle them effectively. - [What is cost overrun? How to prevent it in your projects](https://birdviewpsa.com/blog/cost-overrun-how-to-prevent-it/): In this article, we dive into the concept of cost overrun, what the root causes are, and how to overcome and prevent cost using tools such as Birdview PSA. - [Top 12 Teamwork alternatives 2025](https://birdviewpsa.com/blog/top-teamwork-alternatives/): Take a look at the top 12 Teamwork alternatives, their key features, and user reviews to give you as much information as possible before you make the final choice. - [Birdview successfully completes SOC 2 Type II audit](https://birdviewpsa.com/blog/birdview-completes-soc-2-type-ii-audit/): This milestone demonstrates Birdview’s commitment to maintaining the highest standards of data security, privacy, and operational excellence for our customers. - [10 best project management software with client portal 2025](https://birdviewpsa.com/blog/best-project-management-software-with-client-portal/): We’ll explore 10 of the best project management software with client portal so you can improve collaboration, save time, and keep everyone on the same page. - [Top 18 Microsoft Project alternatives](https://birdviewpsa.com/blog/top-ms-project-alternatives/): In this article, we’ll look at 18 top Microsoft Project alternatives that can help you streamline your workflow, improve team collaboration, and take your project management to the next level. - [Capacity forecasting: how do you forecast your team’s capacity?](https://birdviewpsa.com/blog/capacity-forecasting/): Capacity forecasting estimates future workloads and identifies the resources needed to meet anticipated demand within an organization. - [Celebrating Birdview’s 20th Anniversary: a journey of growth and partnership](https://birdviewpsa.com/blog/celebrating-birdviews-20th-anniversary/): This year, Birdview is celebrating a special milestone—20 years of helping teams around the world work better together. Join the celebration! - [Workflow management: benefits and best practices](https://birdviewpsa.com/blog/workflow-management-benefits-and-best-practices/): In this article, we will highlight the significant benefits of implementing robust workflow management practices and identify common challenges that businesses face. - [Client project management: 9 tips and tricks to follow](https://birdviewpsa.com/blog/client-projects-definition-and-best-management-practices/): Client project management should ensure easy communication, best use of resources, and on-time delivery. Explore key stages of the client project lifecycle - [CRM & PSA integration to improve workflow and client management](https://birdviewpsa.com/blog/crm-psa-integrating/): This article explores how PSA and CRM integration work, the key benefits, and best practices for a successful implementation. - [Enhancing traditional workload management with strategic resource planning](https://birdviewpsa.com/blog/enhancing-traditional-workload-management/): This guide explores how combining strategic resource planning with traditional workload management boosts efficiency, adaptability & project success - [Birdview earned Best Project Management Software recognition from Research.com](https://birdviewpsa.com/blog/birdview-earned-best-project-management-software-recognition-from-research-com/): Discover why Birdview’s inclusion in Research.com’s list is a huge feat. - [How PSA improves financial management and forecasting](https://birdviewpsa.com/blog/how-psa-improves-financial-management-and-forecasting/): This article will walk you through how PSA can transform your financial management and forecasting, making it easier for you to manage your business efficiently. - [Budgeting and financial management in professional services](https://birdviewpsa.com/blog/financial-management-in-professional-services/): Budgeting and financial management in professional services refers to the process of planning, allocating, and monitoring financial resources - [Responsibility Assignment Matrix (RAM): definition, template, and examples](https://birdviewpsa.com/blog/responsibility-assignment-matrix/): What is a responsibility assignment matrix (RAM)? See how RAM can help you overcome confusion, improve team collaboration, and keep your projects on track from start to finish. - [Top marketing resource management software 2025](https://birdviewpsa.com/blog/top-marketing-resource-management-software/): What is the best resource management software in 2025? 1. Birdview 2. SproutLoud 3. Monday 4. Aprimo 5. Uptempo 5. Smartsheet 6. Lytho - [Top project management software for architects 2025](https://birdviewpsa.com/blog/top-project-management-software-for-architects/): What is the best architecture project management software? 1. Birdview 2. BQE Core 3. Deltek Ajera 4. Newforma Project Center 5. Archicad 6. Bonsai - [Client Onboarding Automation: Strategy and Benefits](https://birdviewpsa.com/blog/client-onboarding-process/): Client onboarding is guiding new clients through the initial stages of using a product or service. It’s an essential part of building a strong client relationship. - [How to create a resource breakdown structure](https://birdviewpsa.com/blog/how-to-create-a-resource-breakdown-structure/): Discover everything you need to know about creating a Resource Breakdown Structure, its purpose to practical steps. - [Top 10 risk identification techniques for successful project management](https://birdviewpsa.com/blog/top-10-risk-identification-techniques-in-project-management/): Explore the top risk identification techniques that can help you steer your project to success. - [Best manufacturing project management software 2025](https://birdviewpsa.com/blog/best-manufacturing-project-management-software/): What is the best manufacturing project management software in 2025? 1. Birdview 2. ProductDossier PSA 3. Zoho Projects 4. MRPeasy 5. Oracle Manufacturing 6. Celoxis - [Best work management software 2025](https://birdviewpsa.com/blog/best-work-management-software-2024/): What is the best work management software in 2025? 1. Birdview. 2. Monday 3. Planview 4. Workfront 5. Hive 6. Scoro - [The Balanced Scorecard in project management: benefits and use cases](https://birdviewpsa.com/blog/balanced-scorecard/): This article explores the key components of the Balanced Scorecard, its benefits, and common implementation challenges - [Managing resource constraints in project management: types, strategies, and tips](https://birdviewpsa.com/blog/managing-resource-constraints-in-project-management/): Explore the different types of resource constraints in project management and practical techniques and strategies to help you identify and address these constraints early. - [Automating workflow processes with PSA: best practices and benefits](https://birdviewpsa.com/blog/automating-workflow-processes/): Discover how PSA tools can automate workflows, streamline operations, boost productivity, and learn best practices for PSA implementation. - [Best task management software 2025](https://birdviewpsa.com/blog/best-task-management-software/): What is the best task management software of 2025? 1. Birdview, 2. Microsoft Planner, 3. GanttPRO, 4. Connecteam, 5. Quickbase, 6. Forecast - [Managing cross-functional teams in organizations: best practices](https://birdviewpsa.com/blog/managing-cross-functional-teams/): Learn how to increase employee engagement, build management skills, using best practices for managing cross-functional teams effectively - [Best workload management tools 2025](https://birdviewpsa.com/blog/best-workload-management-tools/): What are the best workload management tools of 2025? 1. Birdview, 2. Monday, 3. Asana, 4. Basecamp, 5. Airtable - [Workload prioritization: steps and tips](https://birdviewpsa.com/blog/workload-prioritization/): Explore the workload prioritization process with us and uncover tips that will help you reduce stress, meet deadlines, and achieve your goals more efficiently. - [Workload management: how to balance team workloads](https://birdviewpsa.com/blog/how-to-balance-team-workloads/): Reduce burnouts, improve efficiency, and hit deadlines by learning effective workload management strategies. - [Project time tracking for consultants and professional services](https://birdviewpsa.com/blog/project-time-tracking-for-consultants-and-professional-services/): Explore the fundamentals of time tracking and see how Birdview’s project time tracking can be used by consultants and in professional services to optimize project management processes. - [Workload management strategies: techniques and examples](https://birdviewpsa.com/blog/workload-management-strategies/): Discover five proven workload management strategies, complete with real-life examples to help you see how these techniques can be applied in practice. - [Workload planning: a practical guide](https://birdviewpsa.com/blog/workload-planning-guide/): Get practical tips to help you implement workload planning efficiently within your organization. - [Birdview recognized in G2's top 10 for project and portfolio management](https://birdviewpsa.com/blog/birdview-recognized-in-g2s-top-10/): Discover why G2 has recognized Birdview as one of the top 10 providers in the Project and Portfolio Management (PPM) category for Enterprise and Mid-Market sectors. - [Resource Leveling and Resource Smoothing what is Differences](https://birdviewpsa.com/blog/resource-leveling-vs-resource-smoothing/): Masterfully combining resource leveling and resource smoothing ensures your team stays balanced, productive and prevents burnout. - [Best enterprise collaboration tools 2025](https://birdviewpsa.com/blog/best-enterprise-collaboration-tools/): What are the best enterprise collaboration tools? Discover our list of enterprise collaboration platforms, key features to look for, and how to choose the best option for your large-scale projects. - [Birdview is in the top 10 of Software Advice FrontRunners for Kanban Tools](https://birdviewpsa.com/blog/birdview-is-in-the-top-10-of-software-advice-frontrunners-for-kanban-tools/): Learn why Birdview has been ranked among the top 10 Kanban tools in the latest Software Advice FrontRunners for Kanban Tools report. - [Resource smoothing (examples, benefits & how to apply)](https://birdviewpsa.com/blog/resource-smoothing/): Learn how resource smoothing balances resource usage by adjusting the schedule, ensuring efficiency while maintaining the project's end date. --- ## Podcasts - [Getting Out of the Output Trap: A 4-Step Action Plan to Outcome-Based Thinking](https://birdviewpsa.com/podcasts/4-step-action-plan-to-outcome-based-thinking/): Discover the four-step action plan to avoid the output trap and focus on outcomes, which can be applied to any area, such as workflows in the company or marketing strategy - [Dangers of Adopting Software without a Proper Implementation Strategy](https://birdviewpsa.com/podcasts/dangers-of-adopting-software-without-a-proper-implementation-strategy/): Discover how organizations can avoid making common mistakes during the implementation process and get maximum value from the new tool. - [Success Story: How Hatch LTK Implemented Birdview PSA (formerly Easy Projects)](https://birdviewpsa.com/podcasts/success-story-how-hatch-ltk-implemented-birdview-psa/): Learn how you can introduce new technologies to your team to minimize risks and streamline operations and how Birdview PSA can become a single source of truth for your organization’s resources, finances, and projects. - [Innovation 101: How to Foster Right Changes in Your Organization](https://birdviewpsa.com/podcasts/innovation-101-how-to-foster-right-changes-in-your-organization/): Discover what strategies and approaches to use to drive innovation inside your organization. - [The Danger of Trying to Do Everything In-House: Why Businesses Need Experts](https://birdviewpsa.com/podcasts/why-businesses-need-experts/): Listen to our podcast and learn the dangers of always trying to do everything in-house without the use of a qualified expert to guide you. - [Ensuring Your Project’s Success: Best Techniques Shared by a PMO Professional](https://birdviewpsa.com/podcasts/ensuring-your-projects-success/): Listen to our podcast and learn how to build up your project’s success from the start. - [Designing a Better Hiring Process: Mistakes to Avoid and Steps to Take](https://birdviewpsa.com/podcasts/designing-a-better-hiring-process-mistakes-to-avoid-and-steps-to-take/): Listen to this podcast and learn why it's time to review your hiring process for the benefit out your business and the candidates. - [Project Manager 101: Why You Should Let Your PMs Lead with Their Superpowers](https://birdviewpsa.com/podcasts/project-manager-101-why-you-should-let-your-pms-lead-with-their-superpowers/): Listen to this podcast and learn about the value that great project managers bring to their team and organization. - [Digital Transformation: How to Make It Work](https://birdviewpsa.com/podcasts/digital-transformation-how-to-make-it-work/): Listen to this podcast to learn about the importance of digital transformation and common mistakes organizations make when digitizing their businesses. - [Moving Past Band-Aid Solutions: The Importance of Scaling Processes](https://birdviewpsa.com/podcasts/moving-past-band-aid-solutions-the-importance-of-scaling-processes/): Listen to this podcast to learn how to get rid of temporary solutions in your business and scale up processes. - [How Do We Ask the Right Questions to Change the Status Quo](https://birdviewpsa.com/podcasts/how-do-we-ask-the-right-questions-to-change-the-status-quo/): Listen to podcast and learn how businesses can get out of their comfort zone and not get stuck in the status quo. - [Why Are 75% of PMOs Disbanded within Three Years?](https://birdviewpsa.com/podcasts/why-are-75-of-pmos-disbanded-within-three-years/): A business podcast on effective PMO and its metrics. Learn how to create a customer-centric company. - [Why Companies Must Continue to Update their Value Proposition](https://birdviewpsa.com/podcasts/why-companies-must-continue-to-update/): What does value mean to a business, and why is it so important to increase it? Why do some people build an empire and others go bankrupt? It's all in our podcast. - [Business as an Ecosystem: Thinking Beyond Buyers and Sellers](https://birdviewpsa.com/podcasts/business-as-an-ecosystem/): As business becomes more of an ecosystem, we must look past traditional roles of “buyers and sellers.” What strategies can we use to build better business relationships? - [Digging Out the Data: A Case for Measurement as a Core Company Value](https://birdviewpsa.com/podcasts/digging-out-the-data/): In a business culture that demands speed and urgency, is a case to be made for using data to make the right decisions? - [Introducing... When Spreadsheets Hit the Fan](https://birdviewpsa.com/podcasts/introducing/): Welcome to When Spreadsheets Hit the Fan, a Birdview podcast. This is a show for leaders in fast-growing professional services organizations looking for the latest conversations around Service Delivery best practices. --- ## Resources - [Mastering financial forecasting:  A strategic approach for professional service firms](https://birdviewpsa.com/resources/whitepaper/strategic-approach-for-professional-services-firms/): In the professional services sector, the importance of accurate financial forecasting cannot be overstated. This sector characteristically operates on thin margins and is vulnerable to swift changes in resource requirements and project timelines. - [How streamlining the quote-to-cash process can save $300,000 per year](https://birdviewpsa.com/resources/whitepaper/how-streamlining-the-quote-to-cash-process-can-save-300000-per-year/): Get practical insights for engineering and consulting firms, outlining common challenges and offering solutions to enhance profitability. - [Calculating and managing resource utilization in professional services firms](https://birdviewpsa.com/resources/ebook/calculating-and-managing-resource-utilization-in-professional-services-firms/): Discover valuable insights and practical guidance on calculating and managing resource utilization in professional services organizations. - [How tool consolidation reduces inefficient in professional services organizations](https://birdviewpsa.com/resources/whitepaper/how-tool-consolidation-reduces-inefficiencies/): Discover how consolidating your tools can significantly reduce inefficiencies in your workflow. Dive into Birdview's comprehensive e-book collection to gain valuable insights and strategies for streamlining your processes and maximizing productivity. Uncover the power of tool consolidation today! - [5 resource management strategies to ride out the economic downturn](https://birdviewpsa.com/resources/whitepaper/5-resource-management-strategies-to-ride-out-the-economic-downturn/): In our own research, conducted among our clients and the best performers in the professional services industry we’ve identified the following five strategies that should help you steer your corporate ship clear of rocks and shallows of economic downturn. - [10+ examples of resource management reports for delivery, project and resource managers](https://birdviewpsa.com/resources/ebook/10-examples-of-resource-management-reports/): Explore a wealth of practical examples and insights in our e-book. Enhance your skills and discover effective techniques for optimizing resource allocation and achieving project success. - [How to run a project management software pilot within enterprise team](https://birdviewpsa.com/resources/whitepaper/how-to-run-a-project-management-software-pilot-within-enterprise-teams/): Discover the essential guide to running a successful project management software pilot within enterprise teams. Birdview's comprehensive e-book collection provides valuable insights, best practices, and practical tips for implementing and evaluating project management software. - [How to run a project management software pilot within a small business](https://birdviewpsa.com/resources/whitepaper/how-to-run-a-project-management-software-pilot-within-a-small-business/): Unlock the secrets to running a seamless project management software pilot within your small business with Birdview PSA - [The ultimate guide to project finances](https://birdviewpsa.com/resources/ebook/the-ultimate-guide-to-project-finances/): Equip yourself with the ultimate guide to project finances and gain a comprehensive understanding of key concepts, formulas, and real-life examples. This invaluable resource will empower you to make informed financial decisions, ensuring the overall health and success of your projects. Master the art of managing project finances and secure a strong financial foundation. - [Practical guide to painless business software implementations](https://birdviewpsa.com/resources/ebook/practical-guide-to-painless-business-software-implementations/): Discover the practical guide to painless business software implementations in our insightful whitepaper - [Beginner’s guide to Kanban](https://birdviewpsa.com/resources/ebook/kanban/): Embark on your journey into Kanban project management with our comprehensive beginner's guide. Gain a solid foundation in Kanban principles, methodologies, and best practices. Unlock the power of visual workflows, efficient task management, and continuous improvement. - [Top 5 mistakes during project management software implementation](https://birdviewpsa.com/resources/whitepaper/top-5-mistakes-during-project-management-software-implementation/): Avoid the top 5 mistakes during project management software implementation with our insightful guide. Learn from common pitfalls and challenges faced during the implementation process. Gain valuable tips and strategies to ensure a smooth and successful transition. - [Remote teams: 9 best practices](https://birdviewpsa.com/resources/whitepaper/remote-teams-9-best-practices/): Uncover the 9 best practices for running a project management software pilot specifically designed for remote teams. In this informative whitepaper, we present our research-backed insights to help you optimize your remote team's project management processes. - [How to gain executive sponsorship for new project management](https://birdviewpsa.com/resources/whitepaper/how-to-gain-executive-sponsorship-for-new-project-management/): Discover the secrets to gaining executive sponsorship and learn proven strategies to successfully influence change within your organization and secure the support of key decision-makers. --- # # Detailed Content ## Pages ### Project Management Information System (PMIS) Software > Birdview PSA is a project management information system that brings together planning, resource management, budgeting, and reporting in a single platform - Published: 2025-05-01 - Modified: 2025-05-01 - URL: https://birdviewpsa.com/project-management-information-system/ --- ### Professional Services Automation (PSA) software: a practical guide > Professional Services Automation (PSA) is software designed to help service-based organizations manage their core operations more efficiently. - Published: 2025-04-25 - Modified: 2025-05-05 - URL: https://birdviewpsa.com/psa-guide/what-is-professional-services-automation-software/ Professional services automation (PSA) software helps service-based companies stay organized and work more efficiently. It brings together tools and processes to keep projects on track, allocate people and resources wisely, manage budgets accurately, and keep everyone informed with real-time updates. Grand View Research reports that the global PSA software market size reached $11. 52 billion back in 2023, and it is also projected that it will grow at 11. 9% between 2024 and 2030. Managing a professional services business today requires more than technical expertise—it demands operational excellence. Whether you run an IT consultancy, engineering firm, marketing agency, or legal practice, you need systems that help you deliver projects efficiently, use resources wisely, and maintain profitability. That’s where Professional Services Automation (PSA) software like Birdview PSA comes in. This practical guide breaks down what PSA software is, why it matters, and how Birdview PSA—an end-to-end project and resource management platform—helps teams work smarter, deliver better, and grow faster. What Is Professional Services Automation (PSA)? Professional Services Automation (PSA) is software designed to help service-based organizations manage their core operations more efficiently. It brings together key functions like project management, resource planning, time tracking, budgeting, and invoicing into a single, unified platform. Instead of juggling spreadsheets and disconnected tools, PSA systems provide real-time visibility into projects, people, and performance—making it easier to deliver work on time, within budget, and with consistent quality. Whether you're running an IT consultancy, engineering firm, or creative agency, PSA helps you stay in control of your... --- ### Fast and Accurate Project Cost and Budget Estimation > Estimate project costs and billable revenue instantly based on hours, rates, and the billing model of your choice. - Published: 2025-04-24 - Modified: 2025-04-24 - URL: https://birdviewpsa.com/uses/project-estimantion/ --- ### Birdview Project Management > Birdview Project Management software streamlines complex projects with powerful tools for workflow automation, resource allocation, and team collaboration - Published: 2025-04-23 - Modified: 2025-04-23 - URL: https://birdviewpsa.com/birdview-pm/ --- ### Project Management Software for Europe > Birdview PSA is Canadian end-to-end project management software. Plan projects, allocate resources, track budgets, and boost team efficiency - Published: 2025-04-15 - Modified: 2025-04-15 - URL: https://birdviewpsa.com/eu-project-management-software/ --- ### Seamless handoff from sales to implementation > Streamline your project intake process and shorten your sales cycle with Birdview PSA to start delivering services faster - Published: 2025-04-08 - Modified: 2025-04-08 - URL: https://birdviewpsa.com/uses/handoff-from-sales-to-implementation/ --- ### Uses - Published: 2025-04-08 - Modified: 2025-04-08 - URL: https://birdviewpsa.com/uses/ --- ### How Intrahealth optimized resource planning with Birdview PSA > Discover how a healthcare software company successfully transitioned to a scalable, comprehensive project and resource management solution with Birdview PSA - Published: 2025-03-07 - Modified: 2025-03-07 - URL: https://birdviewpsa.com/client-case-studies/intrahealth/ “Birdview has given us the outcome we were looking for in terms of having one place to see utilization, resource planning, and time tracking across the organization." --- ### Canadian Project Management Software > Manage projects, resources, and financials with a scalable and secure solution for businesses of all sizes. - Published: 2025-02-18 - Modified: 2025-02-18 - URL: https://birdviewpsa.com/canadian-project-management-software/ --- ### PM Software for Onboarding & Implementation Teams > Streamline every step of client onboarding and implementation, optimize resource allocation, and deliver exceptional outcomes—all in one intuitive platform - Published: 2025-02-18 - Modified: 2025-04-08 - URL: https://birdviewpsa.com/solutions/onboarding-implementation-software/ --- ### Invoicing Software for Professional Services > Birdview PSA automates client project billing methods, from time spent and expenses incurred to fixed-fee projects, optimizes invoicing, and speeds up payments - Published: 2025-01-07 - Modified: 2025-01-07 - URL: https://birdviewpsa.com/software/billing-and-invoicing/ --- ### PSA Software vs. Project Management Software: A Comparison > Explore the core functionalities, ideal use cases, and distinct benefits of both PSA and PM software to help you pinpoint the solution that best fits your unique business needs. - Published: 2024-10-07 - Modified: 2025-04-27 - URL: https://birdviewpsa.com/psa-guide/psa-software-vs-project-management-software/ Navigating the decision between Professional Services Automation (PSA) software and Project Management (PM) software can feel overwhelming, especially when you're aiming to boost efficiency and streamline operations in your business. In this guide, we understand that your choice of software is not just a technical decision—it's a strategic one that directly impacts the success of your projects and the satisfaction of your clients. We'll explore the core functionalities, ideal use cases, and distinct benefits of both PSA and PM software to help you pinpoint the solution that best fits your unique business needs. Whether you lead a bustling start-up, steer the growth of a mid-sized enterprise, or oversee operations in a large corporation, this article will arm you with the knowledge to make an informed decision that enhances your team's performance and drives your business forward. What is PSA software? Professional Services Automation (PSA) software offers a comprehensive set of tools tailored to streamline core business processes for service-oriented companies. This unified platform efficiently brings together essential functions such as project management, resource distribution, time tracking, billing, and client relations management. By integrating these key areas into one central system, PSA software not only simplifies daily workflows but also boosts the overall efficiency of the organization. Who is PSA software perfect for? PSA software is particularly beneficial for professional services firms. This includes organizations such as consulting agencies, IT service providers, architectural firms, and engineering teams —essentially any business where billable services and client projects are the norms. These industries... --- ### Anniversery > Join Birdview in celebrating 20 years of project management excellence! Discover our journey, enjoy exclusive discounts, and hear from our CEO. - Published: 2024-10-01 - Modified: 2024-10-01 - URL: https://birdviewpsa.com/20th-anniversary/ --- ### Adtalem increased its team productivity with Birdview > Discover how, after adopting Birdview, Adtalem Global Education experienced significant improvements in project management efficiency and overall productivity. - Published: 2024-10-01 - Modified: 2024-10-01 - URL: https://birdviewpsa.com/client-case-studies/adtalem/ "The one thing I like from an admin and technical standpoint is Birdview keeps improving their products, and they also listen to feedback and implement it, which is a rare thing to have in a vendor. The support and responsiveness, and just your listening to what we have to say and working with us on getting things organized and implemented when we need something, is remarkable." --- ### Resource Planning: A Practical Guide from the Experts > Discover expert strategies for effective resource planning in 2025. Learn how top project managers allocate resources, balance workloads, and optimize team performance. - Published: 2024-09-27 - Modified: 2025-05-14 - URL: https://birdviewpsa.com/resource-management-guide/resource-planning/ Quick summary: Discover expert strategies for effective resource planning in 2025. Learn how top project managers allocate resources, balance workloads, and optimize team performance. Throughout our careers, we’ve learned that resource planning isn’t just about scheduling people to tasks—it’s about strategically using every resource available to ensure a project’s success. Whether you're working with a small team or managing a large portfolio of projects, resource planning can make all the difference between smooth sailing and constant chaos. Everything in this guide is based on our experience of providing companies with the most effective resource planning tools and mechanisms. We've helped businesses across various industries streamline their planning processes and avoid costly pitfalls. Without a solid resource plan, you risk overspending, exhausting your team, or failing to meet your project milestones. We’ll dive into best practices, common pitfalls, and effective strategies for resource planning. Our goal is to help you understand not only how to plan your resources but also why it’s so important. What is resource planning? What Is Resource Planning and Why It Matters 💡 At its core, resource planning is the process of identifying, organizing, and allocating the resources—such as people, tools, materials, and budgets—needed to complete a project. It ensures that the right resources are available at the right time to meet project deadlines and goals. But beyond just knowing who’s working on what, resource planning answers essential questions like: What resources do we need? When do we need them? Who is best suited for each task?... --- ### Project cost estimation guide: methods and examples > We will walk you through various project cost estimation methods, examples, common pitfalls, and best practices to set you up for success. - Published: 2024-09-25 - Modified: 2024-10-01 - URL: https://birdviewpsa.com/project-finance-guide/project-cost-estimation-guide/ When managing a project, one of the biggest concerns for any project manager or business owner is ensuring that the project stays within budget. Achieving this requires accurate project cost estimation—a process that helps determine the total funds necessary to complete a project successfully. But how can you ensure your cost estimates are accurate, especially with the many unpredictable elements that can arise? We will walk you through various project cost estimation methods, common pitfalls, and best practices to set you up for success. What is project cost estimation? Project cost estimation in financial management is the process of predicting the total financial resources required to complete a project within scope and on time. This process includes calculating direct and indirect costs, anticipating potential risks, and setting aside reserves for unforeseen expenses. Whether you’re planning a construction project, software development, or any other project, an accurate cost estimate can be the difference between a smoothly executed project and one that falls apart due to financial strain. Why accurate project cost estimation is crucial? Inaccurate cost estimates can cause a project to run out of funds, which may lead to delays, rework, or even project failure. By ensuring you have an accurate cost estimate, you can avoid budget overruns, ensure stakeholder satisfaction, and increase the likelihood of project success. Moreover, precise estimation builds trust with stakeholders and sets realistic expectations from the start. However, achieving accurate project cost estimation isn't easy. It often requires an in-depth understanding of the project’s scope,... --- ### Resource planning templates: definition, benefits, examples > Measure and optimize your business's resource management performance with our guide to resource management metrics and KPIs. Discover best practices, tools, and strategies for effective resource tracking and analysis. - Published: 2024-09-13 - Modified: 2024-10-22 - URL: https://birdviewpsa.com/resource-management-guide/resource-planning-templates/ Managing resources can be one of the trickiest parts of any project. Whether you're struggling to allocate team members, running into budget overruns, or simply feeling overwhelmed by a lack of organization, resource challenges can derail even the best-laid plans. That’s where a resource planning template comes in handy. It’s like a roadmap for your resources, helping you track who, what, and how much you need to get the job done smoothly. With a solid resource plan in place, you can sidestep common pitfalls, ensuring your project runs on time and within budget. What is a resource planning template? A resource planning template is a tool designed to help you organize and allocate the resources needed for your project. Think of it as a central hub that brings together everything—people, tools, time, and budget—into one easy-to-read format. Instead of juggling scattered details, the template allows you to track what’s needed at each stage of the project, from beginning to end. For example, let’s say you’re leading a project that requires a graphic designer, a developer, and specific software. A resource planning template helps you figure out when you’ll need those resources, how long you’ll need them, and how to ensure you’re not overspending on them. It’s not just about knowing what you need—it’s about knowing when and how to use it effectively. Resource Utilization measures the percentage of time a resource is working on project-related tasks. Low utilization rates may indicate underutilization, while high utilization rates can result in burnout... --- ### Advanced Project Time Tracking Software > Streamline workflows with Birdview's advanced project time tracker. Ensure accuracy in billing and enhance productivity with flexible tracking options - Published: 2024-06-12 - Modified: 2024-06-12 - URL: https://birdviewpsa.com/software/time-tracking/ --- ### Ahau Software > Organize your work in Outlook, Adobe Creative Cloud, and other apps to access all the essential data without the need to switch between tools. - Published: 2024-04-08 - Modified: 2024-04-09 - URL: https://birdviewpsa.com/company/partner-ahau/ --- ### Birdview Development Partnership Program for Individuals and Organizations > Partner with Birdview to develop apps that seamlessly integrate, join our network, and reach thousands of new customers for exponential growth. - Published: 2024-04-08 - Modified: 2024-04-08 - URL: https://birdviewpsa.com/company/development-partners/ --- ### Birdview Zapier Integrations > Connect Birdview with other tools your team uses, like Salesforce, Google Calendar, and Slack, without writing a single line of code. - Published: 2024-04-08 - Modified: 2024-04-08 - URL: https://birdviewpsa.com/integrations/zapier/ --- ### What is project management > Explore all project management principles from basics to advanced techniques. Discover strategies and tools suitable for project managers. - Published: 2024-03-25 - Modified: 2025-04-09 - URL: https://birdviewpsa.com/project-management-guide/project-management/ If you're looking to manage projects, understanding the nuances of project management is critical to completing projects on time and within budget. But what exactly does project management involve? What are its stages, key methods, and practices? How can you choose the right project management software that best suits your needs? Our comprehensive guide to project management will help you answer these questions and teach you how to successfully manage a project. What is a project? A project is a unique task that has a beginning and an end. It is undertaken to create something new or achieve a specific goal, such as constructing a building, developing a new software product, or organizing a team meeting. Projects differ from routine work in that they have a definitive endpoint. Projects require a skilled team that can plan and execute the work, utilizing a range of skills and tools to complete it. What is project management? Project management is the planning, organizing, and managing of a project to achieve its objectives. It begins with setting clear goals and then devising a plan to meet them. This involves determining the scope of work, the budget, and the timeline. It is crucial to outline the tasks to be completed, assign responsibilities, and set deadlines. Project managers monitor progress to ensure that the project stays on schedule, within budget, and meets its deadlines. Project managers are responsible for guiding all phases of the project management life cycle to completion and addressing any challenges that emerge... --- ### Microsoft 365 Integrations with Birdview > Unlock the full potential of your workflow with Birdview and Microsoft 365 integrations, from real-time collaboration to efficient file management. - Published: 2024-03-25 - Modified: 2024-03-25 - URL: https://birdviewpsa.com/integrations/ms-office/ --- ### On-premise Deployment of Project Management Software > Project Management Software Birdview PSA’s on-premise deployment offers the perfect blend of flexibility, security, and performance, for full control of your data. - Published: 2024-03-15 - Modified: 2024-03-15 - URL: https://birdviewpsa.com/on-premise-deployment/ --- ### ServiceNow > Discover ServiceNow integration with Birdview’s project management software, designed to transform your Birdview projects and activities into ServiceNow change requests and tasks. - Published: 2024-03-13 - Modified: 2024-03-13 - URL: https://birdviewpsa.com/integrations/servicenow/ --- ### MRWA reduced their project planning time by 75% with Birdview > Discover how a non-profit trade association dedicated to providing support to water and wastewater systems reduced their project planning time by 75% with Birdview. - Published: 2024-03-08 - Modified: 2024-03-08 - URL: https://birdviewpsa.com/client-case-studies/maine-rural-water-association/ “With Birdview, the time tracking became seamless. Before, I was entering information into three different places, which left too much room for errors. Birdview's integration meant I could see everything in one place, significantly reducing the chances of mistakes." --- ### Automate Workflows to Enhance Productivity > Birdview Automation enhances productivity by connecting and automating your business workflows across applications. - Published: 2024-02-27 - Modified: 2024-02-27 - URL: https://birdviewpsa.com/integrations/workflow-automation/ --- ### PSA Software Implementation: A Practical Guide for Service Organizations > This guide outlines the key steps and practical tips to help you implement PSA software effectively and get lasting value from your investment. - Published: 2024-02-02 - Modified: 2025-04-14 - URL: https://birdviewpsa.com/psa-guide/how-to-implement-professional-services-automation-software/ Implementing Professional Services Automation (PSA) software is a big task for any organization. According to XaaS Journal, "PSA functionality has never been more important than it is now". To make sure it goes well and brings the most benefits, you need to follow some best practices. In this guide, we'll look at key tips for implementing PSA software. We'll talk about why these tips are important, point out common mistakes to steer clear of, and highlight the benefits they can bring to your organization. A Guide for Successful PSA Software Implementation Implementing Professional Services Automation (PSA) software is an important step that can significantly improve how service businesses manage their projects, teams, time, and budgets. But choosing the right software isn’t enough on its own. A successful implementation also requires careful planning, clear communication, and a step-by-step rollout that fits your business goals. What Is PSA Software for Service-Based Businesses? Answering the question “What is Professional Services Automation (PSA) software? ” It is a specialized category of business tools designed to help service organizations manage their operations more efficiently. PSA software consolidates key functions such as project planning, resource allocation, time tracking, invoicing, and reporting into a single platform—reducing manual work and improving overall visibility. PSA software is particularly valuable for companies that deliver client-focused services across industries such as consulting, IT services, engineering, architecture, legal services, marketing and advertising, creative agencies, financial services, and business process outsourcing (BPO). PSA Software for Onboarding & Implementation helps service organizations streamline client... --- ### Birdview Pricing > Discover what plans and user licenses Birdview offers to support various needs and use cases of your organization. - Published: 2024-01-23 - Modified: 2024-01-23 - URL: https://birdviewpsa.com/pricing/ --- ### OneDrive > Use OneDrive integration for Birdview to streamline your document management process and enhance collaboration on crucial files with your team. - Published: 2023-12-19 - Modified: 2023-12-19 - URL: https://birdviewpsa.com/integrations/onedrive/ --- ### Arizona Liver Health Cuts Project Planning Time by 50% with Birdview > Discover how a medical practice and research institute specializing in liver health witnessed a 50% reduction in planning and execution time for projects. - Published: 2023-11-17 - Modified: 2023-11-17 - URL: https://birdviewpsa.com/client-case-studies/arizona-liver-health/ "Birdview PSA has been a game changer for our organization. What I love the most is its ability to promote collaboration across all departments, allowing us to showcase one of our core values: collaboration. It's truly satisfying to see teams from different locations and roles working together seamlessly on the same project, enhancing our operational excellence." --- ### Birdview PSA Pricing > Discover what plans and user licenses Birdview PSA offers to support various needs and use cases of your organization. - Published: 2023-10-31 - Modified: 2024-01-23 - URL: https://birdviewpsa.com/professional-services/pricing/ --- ### Birdview Project Pricing > Discover what plans and user licenses Birdview Project Management offers to support various needs and use cases of your organization. - Published: 2023-10-31 - Modified: 2024-01-23 - URL: https://birdviewpsa.com/project-management/pricing/ --- ### Birdview Project Management > Birdview Project Management software streamlines complex projects with powerful tools for workflow automation, resource allocation, and team collaboration - Published: 2023-10-31 - Modified: 2025-03-18 - URL: https://birdviewpsa.com/project-management/ --- ### SharePoint Integration for Project and Document Management | Birdview > Use SharePoint integration for Birdview to simplify the document management process and collaborate on important files with your team. - Published: 2023-10-24 - Modified: 2023-10-24 - URL: https://birdviewpsa.com/integrations/sharepoint/ --- ### RBC Achieves 130% Revenue Increase Since Adopting Birdview > Discover how a medical device manufacturer achieved 130% revenue increase and a 20% increase in on-budget project completion since adopting Birdview. - Published: 2023-10-17 - Modified: 2023-11-17 - URL: https://birdviewpsa.com/client-case-studies/rbc-medical-innovations/ "Birdview has been a game-changer for us. It provides a better user interface for time reporting, streamlining our processes. --- ### 25% Increase in the Work Capacity of Nommon’s Engineering Team > Discover how Birdview PSA provided Nommon with a suite of solutions tailored to their unique needs and improved decision-making, streamlined processes, and enhanced team collaboration. - Published: 2023-10-02 - Modified: 2023-10-02 - URL: https://birdviewpsa.com/client-case-studies/nommon/ “The most important outcome from Birdview PSA is happier resources. We can measure and award quality of the work which helps teams stay motivated as they feel their efforts are recognized and appreciated.” --- ### Oil and Gas Project Management Software > Birdview’s oil and gas project and resource management software empowers professionals to optimize workflows, maintain complete oversight of projects, and propel industry growth - Published: 2023-09-14 - Modified: 2023-09-14 - URL: https://birdviewpsa.com/solutions/oil-and-gas-project-management/ --- ### Templates > Access a variety of project plan templates for engineering, IT and business consulting projects. Enhance strategies, streamline processes, and drive organizational success using Birdview or Excel templates - Published: 2023-08-23 - Modified: 2023-08-30 - URL: https://birdviewpsa.com/templates/ --- ### QuickBooks Integration for Birdview PSA > Discover QuickBooks integration with a project management software, designed to seamlessly transfer time logs from Birdview PSA to QuickBooks. - Published: 2023-08-15 - Modified: 2023-08-15 - URL: https://birdviewpsa.com/integrations/quickbooks/ --- ### Resource Scheduling Software > Achieve tactical resource management excellence with Birdview PSA. Streamline team workload and ensure accurate resource allocation. - Published: 2023-07-27 - Modified: 2023-07-27 - URL: https://birdviewpsa.com/software/resource-scheduling-software/ --- ### Achieving a 15% Increase in On-Budget and On-Schedule Completion with Birdview PSA > Discover how an IT consulting firm achieved 10% time savings on project initiation and planning and 20% on project execution and built trust with their clients using Birdview PSA. - Published: 2023-07-24 - Modified: 2023-07-24 - URL: https://birdviewpsa.com/client-case-studies/boomdata/ With Birdview PSA, every consultant is using the same system, which adds more discipline to our approach to projects. --- ### Reseller Program > Our goal is to help more teams get the results they need in order to grow. You can help by sharing the contact details for any other internal departments or external colleagues that might benefit from implementing Birdview PSA. - Published: 2023-07-12 - Modified: 2023-07-12 - URL: https://birdviewpsa.com/company/reseller-program/ --- ### Affiliate Program > Our goal is to help more teams get the results they need in order to grow. You can help by sharing the contact details for any other internal departments or external colleagues that might benefit from implementing Birdview PSA. - Published: 2023-07-12 - Modified: 2023-07-12 - URL: https://birdviewpsa.com/company/affiliate-program/ --- ### How Birdview PSA Boosted Project Initiation Speed by 90% for a Global Workplace Solutions Company > Discover how Birdview PSA transformed the project management practices of a global workplace solutions company by addressing challenges such as scattered project information, over-commitment, and reporting difficulties. - Published: 2023-06-02 - Modified: 2024-10-01 - URL: https://birdviewpsa.com/client-case-studies/workplace-solutions-and-digital-services/ “With Birdview, we now have a centralized system where tasks are organized, dependencies are tracked, and progress is easily monitored.” --- ### How PSA Works > From the sales process and planning to execution and client billing, Birdview PSA supports your entire service delivery process. - Published: 2023-05-06 - Modified: 2024-08-20 - URL: https://birdviewpsa.com/how-psa-works/ --- ### Jira and Birdview PSA Integration | Birdview PSA > Effortlessly manage your team's capacity, budgets, costs, and multiple projects all at once with seamless integration between Jira and Birdview PSA. - Published: 2023-04-18 - Modified: 2023-04-18 - URL: https://birdviewpsa.com/integrations/jira/ --- ### Increasing Revenue by 10% Using Birdview PSA > Discover how a chemical engineering firm decreased its high-level project planning efforts by 50% and increased revenue after switching to Birdview PSA. - Published: 2023-04-11 - Modified: 2023-04-13 - URL: https://birdviewpsa.com/client-case-studies/c-p-systems/ “We feel like we have been able to grow alongside Birdview for an overall win-win relationship.” --- ### Resource risk management > Mitigate project risks with our guide to resource risk management. Learn about best practices, tools, and strategies for effective resource management and risk reduction. - Published: 2023-04-10 - Modified: 2024-10-22 - URL: https://birdviewpsa.com/resource-management-guide/resource-risk-management/ Resource risk management is a crucial aspect of project management, especially in professional services organizations where resources are often limited, and the consequences of a resource shortage can be severe. Resource risk management involves identifying potential risks to resources and taking appropriate measures to mitigate them. What is resource risk management? Definition Resource risk management is the process of identifying, assessing, and mitigating risks to the availability, capacity, and capability of resources required for a project. It involves analyzing potential risks that could impact the project's resources and developing strategies to minimize their impact or prevent them from occurring altogether. Why resource risk management is important? Resource risk management is essential because it helps project managers to anticipate and address potential issues before they become major problems. By identifying and mitigating risks early in the project's lifecycle, project managers can ensure that resources are available, adequately skilled, and properly utilized throughout the project's duration. Examples of resource risks Resource risks are diverse and can manifest in various ways within a project. Recognizing these risks is vital for effective resource risk management. Here are some common examples: Resource Shortages: This is perhaps the most straightforward resource risk. It occurs when there is an insufficient number of team members, equipment, or materials required to complete a project. For instance, a sudden surge in project demand without a corresponding increase in staffing can lead to resource shortages. Skills and Expertise Gaps: Sometimes, team members may lack the necessary skills or expertise to handle... --- ### Resource management metrics and KPIs > Measure and optimize your business's resource management performance with our guide to resource management metrics and KPIs. Discover best practices, tools, and strategies for effective resource tracking and analysis. - Published: 2023-04-10 - Modified: 2024-10-22 - URL: https://birdviewpsa.com/resource-management-guide/resource-management-metrics-and-kpis/ Resource managers are responsible for ensuring that their team has the necessary resources to achieve project objectives. Tracking the right metrics and KPIs can help resource managers identify potential resource bottlenecks, make data-driven decisions, and optimize resource utilization. Here are some common metrics and KPIs that resource managers can track. Resource utilization Resource Utilization measures the percentage of time a resource is working on project-related tasks. Low utilization rates may indicate underutilization, while high utilization rates can result in burnout and reduced quality. Resource utilization: (Total hours worked on project tasks / Total hours available) x 100% Where: Total hours worked on project tasks: The total number of hours the resource has worked on tasks or projects during a specific period, such as a week or a month. Total hours available: The total number of hours the resource is available to work during the same period, taking into account factors such as vacation time, sick leave, and other non-work-related activities. Billable utilization Billable utilization measures the percentage of time a resource spends on billable work. A low billable utilization rate can impact revenue, while high rates may indicate that resources are being overworked. Billable utilization: (Total hours worked on billable tasks / Total hours available) x 100% Where: Total hours worked on billable tasks: The total number of hours the resource has worked on tasks or projects that are billable to clients or customers during a specific period, such as a week or a month. Total hours available: The total... --- ### Resource optimization > Maximize your project's success with our guide to resource optimization in project management. Discover best practices, tools, and strategies for efficient resource management and driving project results. - Published: 2023-04-10 - Modified: 2024-10-22 - URL: https://birdviewpsa.com/resource-management-guide/resource-optimization/ What is resource optimization? What is resource optimization in project management? Resource optimization is the process of maximizing the efficiency and effectiveness of resources, to achieve specific goals. It involves a range of activities, including workload management, resource leveling, resource balancing, resource smoothing, and others all of which are aimed at ensuring that resources are utilized in the most efficient and effective way possible. Why is resource optimization important? Resource optimization is critical to project success, as it helps to minimize costs, reduce delays, and improve overall project performance. By optimizing resources, organizations can ensure that they have the right resources available at the right time, reduce the risk of resource shortages or overages, and avoid unnecessary expenses. Additionally, optimizing resources can help organizations to increase their capacity to take on new projects, improve customer satisfaction, and ultimately, achieve greater profitability. Workload Management One of the key elements of resource optimization is workload management. Workload management involves managing the distribution of work across resources to ensure that each resource is being utilized to its maximum capacity. This can involve balancing the workload across resources, identifying areas of over or underutilization, and making adjustments as necessary to optimize resource utilization. In workload management, front-load and back-load are two concepts that refer to the timing of tasks and activities within a project. Front-load refers to the situation where certain tasks need to be completed at the beginning of the project, while back-load refers to the opposite, where efforts to complete tasks are... --- ### Resource forecasting and scenario planning > Achieve project success with our guide to resource forecasting in project management. Discover best practices, tools, and strategies for efficient resource management. - Published: 2023-04-10 - Modified: 2024-10-22 - URL: https://birdviewpsa.com/resource-management-guide/resource-forecasting/ What is resource forecasting? Resource forecasting is the process of estimating future resource requirements based on historical data, current trends, and future demand. In business, resource forecasting is crucial for predicting future staffing needs, managing budgets, and ensuring that resources are utilized efficiently. Why is resource forecasting important? Resource forecasting is important for several reasons. It helps organizations plan for the future by ensuring they have enough resources to meet future demands. This can be especially important for businesses that have fluctuating demand, as it can be difficult to manage resources without accurate forecasting Resource forecasting helps organizations optimize resource utilization. By accurately predicting future resource needs, organizations can avoid underutilization or overutilization of resources, which can lead to wasted time, money, and effort. Resource forecasting is important for managing budgets. Accurate forecasting can help organizations allocate resources more effectively, ensuring that they are able to stay within budget constraints. Challenges in resource forecasting While resource forecasting offers numerous benefits, organizations often face certain challenges that can hinder the accuracy and effectiveness of their forecasts. Data Quality and Availability: Inaccurate or incomplete historical data can lead to unreliable forecasts. Ensuring data quality and having access to up-to-date information is essential for making accurate predictions. External Factors: Changes in market conditions, industry trends, or unforeseen events can disrupt resource demand. Incorporating external factors into forecasts can be challenging but is crucial for accurate predictions. Complexity of Projects: Resource forecasting becomes more complex with multi-dimensional projects that require diverse skill sets and... --- ### Resource management reporting and dashboards > Get the ultimate information on resource management reporting and dashboards with our comprehensive guide. Discover best practices, tools, and strategies for efficient resource tracking and analysis. - Published: 2023-04-10 - Modified: 2024-10-22 - URL: https://birdviewpsa.com/resource-management-guide/resource-management-reporting-and-dashboards/ Dashboards Resource management is an essential part of any organization, as it involves effectively and efficiently managing the available resources such as people, equipment, and finances. Effective resource management requires careful planning, allocation, and utilization of resources to ensure that projects are completed on time, within budget, and with the desired quality. However, managing resources can be a challenging task, especially in complex projects with multiple stakeholders and limited resources. In such cases, reporting becomes an important aspect of resource management. Reporting allows project managers to keep track of resource utilization, identify potential bottlenecks, and make informed decisions to optimize resource allocation. In this context, this answer explores the importance of reporting in resource management. A resource management dashboard is used by project managers to monitor and manage the resources assigned to a project. The dashboard typically includes a set of reports that provide an overview of the project's resource allocation, utilization, and availability. The purpose of the dashboard is to help project managers make informed decisions about resource allocation and ensure that resources are being used effectively. The reports that should be included in a resource management dashboard typically include: Resource allocation report This report shows how resources are allocated across tasks and activities in the project. Resource utilization report This report shows how resources are being used over time and whether they are being used efficiently. Capacity planning report Capacity planning or resource availability report This report shows how many resources are available at any given time and... --- ### Resource scheduling > Maximize your project's success with our guide to resource scheduling in project management. Discover best practices, tools, and strategies for efficient resource management. - Published: 2023-04-06 - Modified: 2024-10-22 - URL: https://birdviewpsa.com/resource-management-guide/resource-scheduling/ Once you’ve developed a solid resource plan, the next step is putting that plan into action through resource scheduling. A resource plan gives you a clear understanding of the people, skills, and time required to complete your project. But to ensure everything runs smoothly, you need to break down that plan into a detailed schedule that aligns tasks, deadlines, and availability. Resource scheduling is where your project truly starts to take shape. It involves assigning specific resources—whether individuals or teams—to tasks within the project timeline, ensuring that everything happens in the right order, at the right time. This step is crucial because even the best resource plan can fall apart if the actual scheduling isn’t handled properly. Without effective scheduling, you risk bottlenecks, missed deadlines, and overworked team members, all of which can derail your project. Resource planning vs scheduling: key differences Resource planning and scheduling: what is the difference? Resource planning and scheduling are two related but distinct processes in project management. What is resource planning? Resource planning involves identifying the resources that will be needed to complete a project, estimating the quantity of each resource required, and determining when and how they will be acquired or allocated. Resource planning considers both the availability of resources and the demands of the project and seeks to ensure that the necessary resources are in place when they are needed. What is resource scheduling? Resource scheduling, on the other hand, involves the actual allocation of resources to specific tasks or activities within... --- ### Resource allocation > Optimize your project's resource allocation with our comprehensive guide. Learn best practices, tools, and strategies for success in resource management. - Published: 2023-04-06 - Modified: 2024-10-22 - URL: https://birdviewpsa.com/resource-management-guide/resource-allocation/ What is resource allocation? Resource allocation is a process of assigning resources to different tasks, projects, or activities based on their importance, priority, and availability. By allocating resources effectively, organizations can ensure that they are maximizing their productivity by using their resources in the most productive way possible, leading to greater efficiency and profitability. Effective resource allocation is also crucial for meeting project goals and deadlines. By ensuring that the right resources are available at the right time, organizations can ensure that projects are completed on time, on budget, and to the required quality standards. Resource allocation can help organizations to manage costs more effectively by ensuring that resources are allocated based on their value and importance to the project or organization. This can help to prevent wasteful spending and ensure that resources are being used in the most cost-effective way possible. Optimizing resource utilization: Effective resource allocation ensures that resources are utilized optimally, avoiding underutilization or overutilization. By allocating resources according to project requirements and priorities, organizations can achieve a balanced workload distribution and prevent resource bottlenecks. This leads to increased efficiency, reduced idle time, and improved overall resource productivity. Managing risk: Effective resource allocation can help organizations to manage risk more effectively by ensuring that resources are allocated in a way that mitigates potential risks and uncertainties. For example, by allocating resources to multiple projects or activities, organizations can reduce the risk of delays or disruptions caused by unexpected events. Enhancing adaptability and flexibility: Effective resource allocation enables... --- ### Resource capacity management > Take control of your business's resource capacity with our comprehensive guide. Learn about best practices, tools, and strategies for effective resource capacity management. - Published: 2023-03-30 - Modified: 2024-10-22 - URL: https://birdviewpsa.com/resource-management-guide/resource-capacity-management/ What is resource capacity? Definition Resource Capacity refers to the total volume of work that can be done by an organization's workforce within a given timeframe. It considers the number of employees, their skill levels, their working hours, and their productivity rates. Essentially, it quantifies the potential output of the workforce. A clear understanding of resource capacity is crucial for companies as it provides insights into whether the existing staff can meet current and future demands or if there's a need for hiring additional personnel or improving productivity. Resource Capacity Planning refers to ensuring that resources are available when needed and utilized to their fullest potential while avoiding overuse or underuse. Simply put, capacity planning is a process that allows you to determine how much work can be done with the time and resources available to your team. When capacity planning, your goal is to plan so accurately that you can anticipate what your project needs and add resources on time. Why is resource capacity important? Proper resource capacity planning and management are crucial to the success of any organization, especially a professional service firm. In engaging in capacity planning, a business can ensure that they have the resources and expertise needed to meet current and future demand, while also maintaining optimal resource utilization and profitability. It is imperative to understand the current and future team’s capacity in order to know if and when the company can take on new business. How to calculate resource capacity? Calculating resource capacity involves... --- ### What is resource management > Discover what resource management is, how it works, and why it's important for modern businesses. Our comprehensive guide has everything you need. - Published: 2023-03-20 - Modified: 2024-10-22 - URL: https://birdviewpsa.com/resource-management-guide/what-is-resource-management/ Welcome to Birdview’s Guide to Resource Management. In this guide, we will review all key aspects of resource management, from its definition to advanced concepts like resource capacity management and billable utilization. We will cover the ins and outs of selecting the right team members, how to forecast your team’s workload, and how to analyze resource allocation to make your team more productive. Managing resources could be one of the most complex and challenging aspects of managing a project. To be successful, one needs both great soft skills in managing people and the right tools to manage the process. What is resource management? Definition of resource management Resource management refers to the process of effectively and efficiently allocating resources to achieve specific goals. In other words, it's about ensuring you have the right resources available at the right time to complete work in a way that costs the least amount of money, takes the least amount of time, and produces the best possible outcome. Resources can include things like people, equipment, time, money, materials, teams or departments, software, etc. Managing these resources involves identifying what you need, prioritizing their use, and tracking their availability and usage. It also means making decisions about how to allocate resources when there are competing demands or limited availability. Overall, resource management is about being strategic and intentional in the way you use your resources so that you can achieve your goals in the most efficient and effective way possible. In this guide, most of... --- ### Activity Reports > Obtain top-notch examples of Activity Reports in Project Management. A comprehensive overview of all activities within a project or portfolio allows you to see how tasks are progressing, track and manage approvals, and identify activities where important data is missing. - Published: 2023-03-17 - Modified: 2023-05-10 - URL: https://birdviewpsa.com/report-library/activity-reports/ Activity Exception An Activity Exception Report is a type of project management report that helps to identify activities where important data is missing or hasn't been entered. The report provides an overview of all activities within a project or portfolio and highlights any missing data or incomplete information. The report can be customized to include built-in fields such as Start Date, Estimated Hours, etc. or custom fields that you define. Approval Summary Report An Approval Summary Report is a project management report that groups projects and/or activities with the purpose of reviewing approval requests at the macro level. The report summarizes all approval requests made within a project or portfolio and presents them in a user-friendly format that is easy to review. The report is typically used to track and manage approvals for key project milestones or deliverables, such as project plans, budgets, and change requests. By grouping these approvals together, project managers can easily track the status of each request and identify any bottlenecks or delays. The Approval Summary Report can be filtered to identify approvals that are outstanding and/or rejected. This helps project managers quickly identify areas where approvals are required, but have not yet been granted, and take steps to expedite the approval process. Similarly, identifying approvals that have been rejected can help to identify areas where additional work may be required before resubmitting the approval request. Open Tasks by End Date Open Tasks by End Date Report is a project management report that provides a visual... --- ### Project Reports > Get the best examples of Project Management Reports. Get an at-a-glance view of your projects' performance and status. Monitor the health of their projects in real-time. - Published: 2023-03-17 - Modified: 2023-05-11 - URL: https://birdviewpsa.com/report-library/project-reports/ Project Exception The Project Exception Report is a customized report that helps project managers identify projects where important data is missing. This report is designed to help project managers ensure that all necessary data is entered and that projects are properly tracked and managed. This can help improve project performance and ensure that projects are completed on time and within budget. The report can be customized to identify missing data in a variety of areas, such as project start date, estimated hours, or any other custom fields that have been defined for the project. report can also use conditional formatting to highlight missing data points, making it easy for project managers to identify which data points are missing at a glance. Project Baseline The Project Baseline Report is a customized report that builds on the Baseline feature to help project managers easily identify which projects are behind or ahead of their schedule. The Baseline feature allows project managers to create a snapshot of the project plan at a specific point in time, which can be used as a reference point to measure progress. The Project Baseline Report takes this a step further by providing a clear view of how the actual progress of the project compares to the baseline plan. By filtering the report, project managers can quickly identify projects that are ahead or behind schedule and take appropriate actions to keep the project on track. The report can be customized to include a variety of data points, such as... --- ### Financial Performance Report > Get the best examples of Financial Performance reports in Project Management. Monitor and manage your projects' budgets and compare planned and actual costs. - Published: 2023-03-17 - Modified: 2023-05-16 - URL: https://birdviewpsa.com/report-library/financial-performance-reports/ Quoted vs. Estimated Labour Cost The Quoted vs. Estimated Labor Cost Report is a financial report that allows project managers to compare the quoted (estimated) cost of a project with the actual cost of the project. This report is useful for tracking the financial performance of a project and can be filtered and aggregated by any data point, such as a customer, to compare the financial performance across different criteria. To generate the report, the project manager compares the labor costs that were quoted or estimated at the beginning of the project with the actual labor costs that were incurred during the project. The report may include metrics such as: the total labor cost, the variance between the quoted and actual labor costs, the percentage difference between the quoted and actual labor costs. By using this report, the project manager can identify areas where costs may have exceeded the original estimate and take corrective action to manage the project budget more effectively in the future. For example, the project manager may decide to adjust future estimates or negotiate more effectively with customers to ensure that the project remains profitable. The Quoted vs. Estimated Labor Cost Report is a valuable tool for project managers who need to track the financial performance of their projects and make informed decisions about budgeting and resource allocation. The report can be filtered and aggregated to provide a detailed analysis of the financial performance of different projects or customers, making it a powerful tool for strategic... --- ### Schedule Performance > Get the best examples of Schedule Performance Reports in Project Management. Track projects' progress against a predefined schedule and adjust timelines to ensure on-time delivery. - Published: 2023-03-17 - Modified: 2023-04-21 - URL: https://birdviewpsa.com/report-library/schedule-performance-reports/ Active Activities on Schedule Schedule Performance Reports are used to track and analyze the progress of projects, activities, and milestones against a predefined schedule. These reports provide insight into how closely the actual progress aligns with the planned schedule and can help project managers and team leaders identify areas where the project is falling behind schedule and take corrective action. The Schedule Performance Reports typically consist of a table or chart that compares the planned schedule with the actual progress for each activity or milestone. The report may also include information about the variance between the planned schedule and actual progress, as well as any trends or patterns in the schedule performance over time. SPI (Schedule Performance Index) and End Date are often used as key metrics to determine wether a task is on schedule or not. Schedule Performance Reports are useful for identifying risks and trends in schedule performance, such as delays in specific activities or areas where additional resources may be needed in order to keep the project on track. By monitoring schedule performance regularly, project managers can make informed decisions about resource allocation, adjust the project plan as necessary, and take corrective action to minimize the impact of any delays or risks. Average Time to Resolve The report with the average time to resolve provides valuable insights into the efficiency and effectiveness of a team or organization in completing projects. By tracking the average time to resolve or complete tasks or issues over time, a team or... --- ### Time Log Reports > Get the best examples of Time Tracking Reports in Project Management. Keep track of your team's time and optimize productivity. - Published: 2023-03-17 - Modified: 2023-04-14 - URL: https://birdviewpsa.com/report-library/time-log-reports/ Time Tracking Report by Day, Week, Month (Labour by Person and Project) A time tracking report displays the amount of time that an individual or team has spent working on specific tasks or projects, typically broken down by day, week, or month. The report may include information such as time spent on each task, the person or team responsible for the task, and other parameters based on your needs. Time-tracking reports are commonly used in project management and for billing or payroll purposes. Time tracking reports are important for a few reasons: Billing and Invoicing: Time tracking reports are often used to bill clients for the time spent working on their projects, and to ensure that the correct amount is being charged. Project Management: Reports can be used to track the progress of a project and identify any areas where deadlines may be at risk. Employee Productivity: By tracking the time employees spend on various tasks, managers can identify areas where productivity can be improved, such as by reducing time spent on non-essential tasks. Budgeting and Forecasting: Time tracking reports can help managers understand how much time is being spent on different tasks or projects, which can be used to create more accurate budgets and forecasts for future projects. Often it’s convenient to group time tracking data based on specific criteria, such as time period, person, project, portfolio, customer, etc. Hours Logged Overview The Hours Logged Overview provides a summary of the total hours logged by each team member, grouped... --- ### Resource Planning > Obtain top-notch examples of Resource Planning and Resource Capacity reports in project management. Streamline your resource demand projection process and gain valuable insights into your project's resource needs." - Published: 2023-03-17 - Modified: 2023-04-14 - URL: https://birdviewpsa.com/report-library/resource-planning-reports/ Resource Demand Projection Creating a resource demand projection report is a crucial step in forecasting the team's loading and capacity. Without this report, planning the team's work efficiently and determining whether additional resources are needed becomes impossible. The report compares currently assigned hours with the demand projection. With the help of filters, the search can be narrowed down to specific categories such as type of activity, department, or team. The diagram in the report enables managers to quickly evaluate the current situation and trends without having to examine detailed figures. Over-Loaded Staff and Under-Loaded Staff Reviewing the workload of your staff and identifying teams that are consistently overloaded is essential for maintaining a healthy work environment in the company or department, taking care of your coworkers, and preventing negative outcomes resulting from staff working under stress. On the other hand, the underloaded staff report helps you quickly identify potential capacity and optimize the distribution of work among staff members in the best possible way. The overloaded and underloaded staff report can be even more informative if it includes filters such as date range, workload type, team, department, or any other custom fields required. The report provides a projection of staff loading within a selected date range, average capacity, actual assigned hours, and projected resource potential. Projections Report Every efficient manager wants to see not only the history of resource loading and hours distribution among their teams and co-workers but also projected workload. Team workload projections reports allow the manager to... --- ### Resource Loading > Obtain top-notch examples of Resource Loading reports in project management. Efficiently assess the workload and availability of your resources, and optimize your resource allocation strategy. - Published: 2023-03-17 - Modified: 2023-04-14 - URL: https://birdviewpsa.com/report-library/resource-loading-reports/ Introduction In this section, we will explore some of the main examples of project, resource, finance, and time log reports, highlighting their importance and benefits for organizations. We will also discuss best practices for creating and presenting effective reports that can drive better decision-making and improve organizational performance. Resource Loading by Skill The resource workload by skill report allows managers to quickly evaluate the workload and availability of different skill sets on their team. This report provides a retrospective view of how workload has been distributed by project skill-wise and helps make informed strategic decisions on task redistribution, the need for new hires, staff cuts, etc. If the report includes automatic color coding, it becomes much easier to use. The report allows the user to quickly identify successful or unsuccessful workload instances and identify trends over a specific date range without additional diagrams or tables. By regularly checking the resource workload by skill report, the manager can easily identify bottlenecks when deciding which project to pursue and when. Resource Loading by Team/Department Every manager appreciates the importance of understanding their employees' workload. Is their time being used cost-effectively? How much time is available, or is there a need to solve a team overload problem? A team or department resource loading report gives an accurate picture of team loading versus capacity. The Resource Loading by Team Report allows managers to: view and compare planned hours with actual hours, track the distribution of time among teams, make informed strategic decisions based on... --- ### Optimize Your Business: Birdview's Collection of Expert eBooks > Discover valuable insights and expert analysis on a variety of topics related to resource management, project management, and finance. Our thoughtfully curated collection offers practical guidance and strategies to help you optimize your business processes and achieve your goals. - Published: 2023-03-03 - Modified: 2023-05-06 - URL: https://birdviewpsa.com/publications/ Discover valuable insights and expert analysis on a variety of topics related to resource management, project management, and finance. Our thoughtfully curated collection offers practical guidance and strategies to help you optimize your business processes and achieve your goals. --- ### Project Management Software for Business Operations > Birdview PSA is a Project Management software that enables Business Operations teams to efficiently plan project expectations, allocate resources, determine deadlines and monitor budgets. - Published: 2023-02-22 - Modified: 2023-02-23 - URL: https://birdviewpsa.com/solutions/project-management-software-for-business-operations/ --- ### Healthcare Project Management > Leverage the Birdview PSA healthcare project management software to plan, execute, and maintain any healthcare project and bring structure into your organization. HIPAA compliant. - Published: 2023-02-20 - Modified: 2023-04-24 - URL: https://birdviewpsa.com/solutions/healthcare-project-management/ --- ### Saving $300K and 1,700 Hours per Year Using Birdview PSA > Discover how an engineering firm specializing in passenger rail managed to improve its resource and project management, thus saving the company's money and time, after switching to Birdview PSA. - Published: 2023-02-15 - Modified: 2023-03-01 - URL: https://birdviewpsa.com/client-case-studies/hatch-ltk/ “By leveraging Birdview PSA, we were able to standardize our processes through every stage of the project life cycle while tailoring the system to fit our needs.” --- ### Referral Program > Our goal is to help more teams get the results they need in order to grow. You can help by sharing the contact details for any other internal departments or external colleagues that might benefit from implementing Birdview PSA. - Published: 2023-02-08 - Modified: 2023-07-12 - URL: https://birdviewpsa.com/company/referral-program/ --- ### Rebranding > Easy Projects is now Birdview PSA! We believe that the new name much better reflects our mission to help organizations grow faster using our platform as a single source of truth for resources, projects, and finances. - Published: 2023-02-01 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/company/rebranding/ --- ### Improving Reporting and the Use of Resources for Local Government > Discover how an inside marketing agency for the Board of County Commissioners in Florida managed to cut down time spent on project reporting and ensured every organization's resource is engaged in the project delivery with the help of Birdview PSA. - Published: 2023-01-19 - Modified: 2023-06-05 - URL: https://birdviewpsa.com/client-case-studies/improving-reporting-and-the-use-of-resources-for-local-government/ Birdview PSA delivers a robust, easy-to-use platform without busting the budget. The software is easy for my team to use to create activities and enter time. --- ### SES Increased Annual Revenue by 10% and Profits by 15% > Discover how SES Consulting, a mechanical engineering company that focuses on energy efficiency, racked up its revenue and cut employee stress using Birdview PSA. - Published: 2022-11-03 - Modified: 2023-06-05 - URL: https://birdviewpsa.com/client-case-studies/ses-consulting-increase-annual-revenue-and-profits/ With the help of Birdview PSA, SES is now able to reach higher levels of operational efficiency --- ### Creative Project Management Software > Birdview PSA creative project management tools help you to deliver show-stopping projects, delight your most valuable clients, and empower your creative teams. - Published: 2022-09-21 - Modified: 2023-02-17 - URL: https://birdviewpsa.com/solutions/project-management-software-for-creative-teams/ --- ### Project Budget Management > Use Birdview’s project cost management software for professional services to streamline budgeting, track time and expenses, boost profitability, and automate invoicing - Published: 2022-07-16 - Modified: 2025-01-29 - URL: https://birdviewpsa.com/software/project-cost-management-and-budgeting/ --- ### Variass Increased Team’s Productivity by 10% > Discover how Variass optimized its time management and project tracking after adopting Birdview PSA. - Published: 2022-07-01 - Modified: 2023-02-09 - URL: https://birdviewpsa.com/client-case-studies/variass-increased-teams-productivity-by-10-using-ep/ With the adoption of Birdview PSA, the speed of the project delivery and the team’s efficiency increased significantly. --- ### Digging Out the Data: A Case for Measurement as a Core
Company Value > In a business culture that demands speed and urgency, is a case to be made for using data to make the right decisions? - Published: 2022-05-25 - Modified: 2022-05-25 - URL: https://birdviewpsa.com/podcasts/digging-out-the-data/ --- ### Podcast Introducing > Welcome to When Spreadsheets Hit the Fan, a podcast created for professional services industry leaders and enthusiasts. Check out our first episode now! - Published: 2022-04-28 - Modified: 2022-05-05 - URL: https://birdviewpsa.com/podcasts/introducing/ --- ### Podcast main > A podcast for people keen on professional services. We talk about the best service delivery practices with the industry leaders. Subscribe now! - Published: 2022-04-28 - Modified: 2023-01-25 - URL: https://birdviewpsa.com/podcasts/ --- ### Blog > Get inspired with our blog for teams and leaders in the professional service delivery industry. Check out the latest news and updates on Birdview PSA and get new ideas on how to drive your business growth. - Published: 2022-04-01 - Modified: 2023-02-23 - URL: https://birdviewpsa.com/blog/ --- ### PepsiCo increases productivity by 37% with Birdview PSA > Discover how PepsiCo gained a boost in its team’s productivity when it started using Birdview PSA as its go-to project management solution. - Published: 2022-03-24 - Modified: 2023-12-08 - URL: https://birdviewpsa.com/client-case-studies/pepsico-increases-productivity-by-37-with-easy-projects/ Employees and managers across the PepsiCo team were using a variety of platforms, tools and solutions to both execute and document their work. Sharing data --- ### Birdview Professional Services > Birdview PSA is full-featured software that helps professional services firms efficiently manage resources, projects, costs, and bill clients in one place. - Published: 2021-06-07 - Modified: 2025-04-09 - URL: https://birdviewpsa.com/professional-services/ --- ### MS Teams > Streamline collaboration and communication with Birdview for Microsoft Teams. - Published: 2021-03-17 - Modified: 2023-01-11 - URL: https://birdviewpsa.com/integrations/ms-teams/ --- ### Vulnerability Reward Program > Security of our users and their data is paramount for Birdview PSA - Published: 2021-01-29 - Modified: 2024-01-03 - URL: https://birdviewpsa.com/company/vulnerability-reward-program/ Program Overview Security of our users and their data is paramount for Birdview. That’s why we encourage ethical vulnerability research and reporting. Should you find or discover any security vulnerability, please report it to Birdview, and our team will investigate and address it as soon as possible. Birdview offers monetary rewards (bug bounty) for the submitted security vulnerabilities. The value of the reward is affected by a number of factors including but, not limited to severity, impact and the exploitability. Program Rules Please review and understand the rules of the Birdview Vulnerability Program before reporting a vulnerability. By participating in this program, you agree to be bound by these rules: Do not violate any criminal or other applicable laws. Create your own trial account for testing purposes and avoid trying to gain access to accounts that you don’t own. Contact Birdview immediately if you do inadvertently access user data that is not yours. Do not view, alter, save, store, transfer, or otherwise access the data. Immediately and securely delete any local information upon reporting the vulnerability to Birdview. Report the found vulnerability upon its discovery or at your earliest convenience. Do not perform any activity that would be disruptive, damaging or harmful to Birdview and it’s services. Please allow Birdview a reasonable amount of time to address the issue before making any information about it public. Do not disclose the details of the vulnerability publicly before such vulnerabilities have been resolved. Notify us in advance at security@birdviewpsa. com if you... --- ### Get Started for Free Activate > Project Management. Get Started for Free. - Published: 2020-11-12 - Modified: 2020-11-12 - URL: https://birdviewpsa.com/request-access-activate/ --- ### Project finances formulas > Sometimes, project finances can get confusing, so please use this guide as a reference for various financial metrics commonly used in project management. - Published: 2020-10-05 - Modified: 2024-10-28 - URL: https://birdviewpsa.com/project-finance-guide/project-finances-formulas/ Sometimes project finances can get confusing, so feel free to use this guide as a reference for various financial metrics commonly used in project management. Cost and budget formulas Planned Labor Cost - a prediction of how much labor cost the project might need. Planned Labor Cost = Estimated Hours x Internal Hourly Rate Planned Expenses - a prediction of non-labor related costs the project might need. Planned Project Cost - the expected total cost of the project at the very beginning of the project. Planned Project Cost = Planned Labor Cost + Planned Expenses Actual Labor Cost - the total cost of labor spent on the project to date. Actual Labor Cost = Actual Number of Hours x Internal Hourly Rate Actual Expenses - how much has been spent on project expenses to date. Actual Project Cost - the real-time summary of the project’s actual labor costs and expenses once the project has started. Actual Project Cost = Actual Labor Cost + Actual Expenses Estimate at Completion (EAC) Labor Cost - the estimated total labor cost at the end of the project. EAC Labor Cost = Actual Labor Cost + ETC Labor Cost ETC Expenses - remaining expenses needed to complete the project. ETC Project Cost - the real-time summary of the remaining estimated labor cost and planned expenses - what is left to complete the project. ETC Project Cost = ETC Labor Cost + ETC Expenses Estimate to Complete (ETC) Labor Cost - remaining labor cost needed to... --- ### Creating a project budget – an ultimate guide > Get a detailed guide on how to plan your project budget: use cases, examples, and tips on project budget management. - Published: 2020-10-05 - Modified: 2024-10-28 - URL: https://birdviewpsa.com/project-finance-guide/project-budget-management/ The basis of any successful project is a well-thought-out budget. The project budget is your financial plan; it outlines the expected costs associated with taking a project from concept to completion. It's not just about the numbers—it's about setting a clear path for resource allocation and financial planning. What is a project budget What is a project budget? There are multiple interpretations of the definition of Project Budget. At Birdview PSA, we use the following description:Project Budget is the amount that the final Project Cost should not exceed. In other words, Project Budget is a Planned (Budgeted) Project Cost. Naturally, once a Project Manager sets a target for their Project Budget, this target should be compared to the EAC Project Cost. As a Project Manager, you want to make sure that your project stays under or on budget: Project Budget - EAC Project Cost should be equal or greater than zero. This difference is usually referred to as Budget / Cost Variance. Budget vs. cost variance in projects Budget vs. сost variance in project management Cost variance involves checking how well your project is sticking to its budget. It looks at the difference between the budget planned before starting the project and the actual amount spent If your Cost Variance is negative, it means that you will be over your allocated budget when the project is completed. You need to mitigate this risk as soon as possible or prepare for a tough talk with the project stakeholders. How to calculate... --- ### Financial metrics in project management > Explore all the financial metrics and formulas you need when executing a project: Cost, Budget, Revenue, Profit, and 20 more key metrics, all in one guide. - Published: 2020-10-05 - Modified: 2024-10-28 - URL: https://birdviewpsa.com/project-finance-guide/financial-metrics/ Understanding the financial aspects is key to ensuring a project's success and sustainability. The four core financial metrics that stand as the bedrock of project finance are Cost, Budget, Revenue, and Profit. Each metric serves as a lens through which the financial health and performance of a project can be assessed. What are the key project finance metrics? The four core financial metrics that stand as the bedrock of project finance are Cost, Budget, Revenue, and Profit. Each metric serves as a lens through which the financial health and performance of a project can be assessed. Cost Cost refers to the total expenses incurred during the execution of a project. This includes materials, labor, overheads, and any other expenses directly related to the project. Effective cost management is crucial for keeping the project within budget. There's no single formula for total Cost since it aggregates all expenses. However, tracking individual costs can be summarized as Total Cost = Materials Cost + Labor Cost + Overhead Cost + Other Expenses Budget The Budget represents the financial plan for the project, outlining the total money allocated for all aspects of the project. It serves as a financial blueprint, setting the limits for project expenditure. Similar to Cost, the Budget is an aggregate figure rather than the result of a specific formula. It's determined during the project planning phase based on estimated costs: Total Budget = Estimated Costs + Contingency Reserves Revenue Project revenue is the total income generated from the project. This... --- ### Project revenue and project-based billing methods > Discover everything you need to know about project-based billing methods in this comprehensive financial management guide. - Published: 2020-10-05 - Modified: 2024-09-03 - URL: https://birdviewpsa.com/project-finance-guide/project-billing/ While almost every project has a cost and budget, Project Billing only comes to life when you have a paying Customer. So what is project revenue? At Birdview PSA, we use the following definition: Project Revenue (Billing) is the total amount of money a Customer pays for a project. Similar to Cost, Revenue can be represented as multiple financial metrics, such as: Target Revenue The expected total amount of money your Customer will pay for this project. If your project Billing Type is Flat (Fixed) Fee, your Target Revenue is equal to Project Fixed Fee. Otherwise, if your project Billing Type is Time & Material, you should set your Target Revenue at the amount you plan to collect from the Customer and still make a profit (more on it later). Actual Billing The amount of money matching the work you are ready to bill your customer for. Actual Billing is the sum of all Actual Time spent on the project multiplied by the Billing Rates plus all Actual Billable Expenses and Flat Fees of all completed activities. Ideally, in the end, Actual Billing should equal or be greater than Target Revenue. Estimate at Completion (EAC) Project Billing (Revenue) Summary of the Actual Billing and all remaining Labor Billing, remaining Planned Billable Expenses plus Flat Fees of all unfinished activities. Ideally, the difference (Revenue Variance) between Target Revenue and EAC Project Revenue should equal or be greater than zero. What is project profit? This one is easy. At Birdview PSA, we... --- ### Project finances defined > Why Project Managers Need to Understand Project Finances. Completing a project and delivering it to a Client is one way to measure the success of your project; the other is understanding the financial health of it. Learn more. - Published: 2020-10-05 - Modified: 2024-10-28 - URL: https://birdviewpsa.com/project-finance-guide/project-finances-defined/ A critical component of a successful project is understanding and accurately tracking all relevant finances. When you think about project finances, profit may be the first figure that comes to mind, and though it is vital for running a successful business, it is not the only number a Project Manager should track. At Birdview, we use the following comprehensive definition for Project Finances: The forecasting, monitoring, and management of any expenditures attached to a particular project and its relation to the team's ability to complete the project on time and budget. To help make the full scope of project finances easier to grasp, we have created The Ultimate Guide to Project Finances. By reading this guide, you will be equipped with project finance definitions, formulas, and real examples of when to best use them so, moving forward, you can ensure your project's financial overall health is strong! Why understanding project finances is crucial Why is understanding project finances crucial for project managers? Completing a project and delivering it to a client is one way to measure your project's success; another is understanding its full financial health. If you delivered a project to a client on or before the proposed delivery date, you would likely consider that a success. But what if your project met the deadline yet was over budget by 15%? Would you still consider that a win? According to the Harvard Business Review, one in six projects has an average cost overrun of 200% and a schedule overrun... --- ### U.S. Medical Institution Increases Productivity by 60% > Learn how one of the top 15 medical institutions in the U.S. used Birdview PSA to boost its team’s productivity and performance. - Published: 2020-09-28 - Modified: 2024-10-01 - URL: https://birdviewpsa.com/client-case-studies/healthcare-leader/ “Our previous work management systems performed some tasks well, but significantly underperformed in others. We finally got in that perfect dovetail with Birdview PSA” Team Function: Marketing Client Profile Health care organization with half a dozen acute-care hospitals and hundreds of outpatient centers throughout the United States. This organization is on a focused mission to advance knowledge and improve health through research, patient care and education as it continues to cultivate a culture of innovation, critical thinking and diversity. The Challenge Company had different programs and platforms doing different things, across different divisions. The first project management solution it adopted was good for managing work, but the staff later discovered that the budgeting capabilities weren’t meeting their needs or expectations. It was later decided to switch to another platform. This new platform was good for budgeting, but the project and task components were lacking. There was no integration between systems or across divisions. When a new project was created using the previous platforms, an additional project would need to be created for the budgeting components. This was inefficient and time consuming. Expectations for deliverables could not be provided to clients because the staff didn’t know what could be delivered or when. The failure to conduct realistic, honest conversations with clients was very stressful and decreased morale. There was an inability to segment budgets across different divisions. Creating specific reports took several days and required the efforts of numerous staff members. Outcomes Company now has a very integrated system between its project management and budget management, and has extended Easy Projects to all divisions for complete alignment. Staff can now have realistic, honest conversations with... --- ### Increasing Team’s Productivity by 100% with Birdview PSA > Discover how Birdview PSA helped the 2nd largest operator of senior living communities in the USA to increase its team’s productivity and satisfaction. - Published: 2020-09-28 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/life-care-services/ "We’ve completed twice as much work in the same amount of time compared to the previous year. We’re 100% more productive since using Birdview PSA!” Team Function: Professional Services Website Client Profile Life Care Services, an LCS Company, established in 1971 and based in Des Moines, Iowa, is the nation’s leading manager of full-service senior living communities. Life Care Services provides operations management, marketing, and sales management nationwide for not-for-profit and for-profit continuing care retirement communities (CCRCs), stand-alone assisted living, memory care, and rental communities. The Challenge Given the number of people on our project team, all of our initiation was done manually via phone meetings. These meetings were very time-consuming, lasting hours, and were conducted weekly. We have multiple departments, all with detailed workflows that are constantly changing due to regulatory changes. These changes were disruptive to our existing workflows at the time. Because of disruptions, we used to overlook and miss essential milestones of a project, resulting in detrimental outcomes, such as delays, do-overs and added expenses. Outcomes Because of the visibility we now have, as well as the centralized nature of Easy Projects, monthly meetings that last 15 minutes are sufficient for planning, which has led us to decrease our initiation and planning time by 75%. We’re now able to create customized templates that we continually use and that provide us with consistent patterns that we rely on. In the event that a plan has a slight change or modification, we can quickly make the change and move forward. Once you have a consistent pattern that works, you can easily build on it. Easy Projects has helped us virtually automate our planning... --- ### Interroll Completes Projects 50% Faster with Birdview PSA > Learn how a leading global provider of material handling solutions with 34 subsidiaries worldwide decreased its project completions time by half using Birdview PSA - Published: 2020-09-28 - Modified: 2023-02-09 - URL: https://birdviewpsa.com/client-case-studies/interroll/ "We were given the freedom to choose any Project Management software on the market. After extensive research, we chose Birdview PSA.” Team Function: Marketing Website Client Profile Headquartered in Switzerland and founded in 1959, the Interroll Group is the leading global provider of material handling solutions. A global network of 34 companies, Interroll provides system integrators and equipment manufacturers with a wide range of platform-based products and services. Among the company’s end users are leading brands such as Amazon, Bosch, Coca-Cola, DHL, Nestlé, Procter & Gamble, Siemens, Walmart and Zalando. The Challenge Managing projects using the previous project management software, which included updating projects, recording hours and cost, became increasingly challenging due to how slow and complicated the system was. Project managers were frustrated with the lag and complexity and avoided updating tasks and projects. The previous PM system’s complexity led to a lack of trust among staff - where the manager did not trust his team as it was clearly demotivated. Constant reminders were given to staff to update hours and tasks. If a staff member wasn’t computer literate - managers did not request updates altogether. Project dependencies were not possible, which affected the planning stage of a project, and ultimately, the delivery time. Because tasks were updated manually, projects were created using minimal associated tasks. Because of the complex nature of the previous PM system, user adoption was disturbingly low. It’s estimated that only 20% of staff were using the previous system. Outcomes The ease of use has been a game-changer for the team at Interroll. Updating tasks, recording hours, and changing due dates is quick and intuitive. No... --- ### Professional Services Lifecycle > From Project Initiation to Portfolio Prioritization, Easy Projects supports your entire Project Management Lifecycle - Published: 2020-07-20 - Modified: 2021-11-05 - URL: https://birdviewpsa.com/professional-services-lifecycle/ --- ### 60% Increase in Productivity When Using Birdview PSA > Learn how one of the leading US telecommunications companies boosted its team’s productivity since switching from multiple reporting systems to Birdview PSA. - Published: 2020-05-07 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/centurylink/ “I can create a project in Birdview PSA 50-75% faster than I could in our previous PM system.” Team Function: IT Website Client Profile CenturyLink is a technology leader delivering hybrid networking, cloud connectivity, and security solutions to customers around the world. Through its extensive global fiber network, CenturyLink provides secure and reliable services to meet the growing digital demands of businesses and consumers. The Challenge For a company this large, with multiple entities that have come together, reporting has always been a challenge for us. Data was scattered and accessing it from multiple systems was time consuming and inefficient. Our productivity suffered and our leadership didn’t have the visibility it required. Outcomes The support team at Easy Projects has helped us create custom reports that have enabled us to pool data and provide real-time metrics to executives within a minute’s notice. Being able to collect data from multiple systems and to house it in one system where everyone can see it is extremely valuable. Reporting is now easy, leadership has full visibility and answers to inquiries within minutes. Through faster billing and smoother intake process, using Easy Projects has helped us improve our cash flow by decreasing our delivery to cash time by 15%. The Results our data is now centralized and easily accessible; 60% increase in productivity; faster delivery to cash times. Download a PDF version of this Case Study --- ### The UOIT Saves over 3h/Day on Project Setup and Reporting > Discover how the University of Ontario Institute of Technology saved at least 3 hours per day on project setup and reporting when using Birdview PSA. - Published: 2020-04-21 - Modified: 2023-01-31 - URL: https://birdviewpsa.com/client-case-studies/uoit/ “I have 100% more buy in from our Team to use Birdview PSA than any previous System. We know it will adapt to all of our needs.” Team Function: Marketing Website Client Profile University of Ontario Institute of Technology delivers a leading-edge learning environment that uniquely combines academic knowledge, research opportunities, hands-on skills, and vibrant student life. More than 10,000 undergraduate and graduate students from over 65 countries are taught by world-class professors who are experts in their field. The Challenge “The demands on our Communications and Marketing department were growing exponentially while our resources were staying the same. We needed something that was responsive, easy to use, and was able to organize our work to ensure nothing fell through the cracks. ” “We needed to begin to apply a value to the work that we were doing, and so we needed a system that could help us to track all activities from all team members as well as generate reports of our project output. It had to be a system that was low maintenance, but that would capture all project requests in a central location. ” - Amy N. , Manager of Projects and Event Services. Outcomes “We have found EP to be able to keep up with our workload without adding extra “work” to our days. I have been able to provide reports with faster turnaround time, and the success, hard work and output of materials from our team are better shown and understood. ” “I am now able to optimize and allocate our resources more efficiently and have seen a reduction in duplicated efforts on some projects between members of our team. Their accountabilities... --- ### Increasing Yearly Number of Completed Projects by Over 50% > Learn how a wholesale insurance broker increased the number of completed projects per year by leveraging the Birdview PSA robust functionality. - Published: 2020-04-21 - Modified: 2024-10-01 - URL: https://birdviewpsa.com/client-case-studies/global-insurance-brokerage/ “Birdview PSA has been a partner to us and assisted us in the growth of our PMO. They have been willing to listen to our ideas and work with us as we grow.” Team Function: Professional Services Website Client Profile This Global Insurance Brokerage and risk management services firm helps clients address risk, protect assets and recover from losses. The products and services provided keep businesses and institutions running, and enable individuals and families to rebuild their lives. Recognized by the Ethisphere Institute as a World’s Most Ethical Company. The Challenge “We lacked a central repository where all projects lived and where management could look to find status, health, and visibility into those projects and upcoming projects. Dashboard reports for the CIO were created by copy & pasting data from multiple spreadsheets into a single spreadsheet for his to view. ” - Kevin D. , Systems Project Manager. Plan of Action “When I came into the Organization, we were planning to adopt a PPM tool used elsewhere in the company. After an extensive search, we decided on Easy Projects because of its value proposition: its features, functionality, and ability to be easily customized at the best price made it an easy decision for us. ” Outcomes “After nearly 1. 5 years of use, we have grown from a single department using EP to over 400 active projects across multiple portfolios. My experience has been that I get requests from departments and divisions across our Organization requesting to get Easy Projects for their team because they saw it being used in another meeting, and they really liked what they saw. Easy Projects is highly customizable and has allowed us to meet the unique needs... --- ### 50% Increase in Revenue by Switching to Birdview PSA > Discover how one of the largest MEP engineering services companies doubled its revenue since adopting project management solutions by Birdview PSA. - Published: 2020-04-21 - Modified: 2023-11-20 - URL: https://birdviewpsa.com/client-case-studies/new-york-engineers/ “The most important outcome from Birdview PSA is happier resources. We can measure and award quality of the work which helps teams stay motivated as they feel their efforts are recognized and appreciated.” Team Function: Professional Services New York Engineers operates nationwide and internationally offering mechanical, electrical, plumbing (MEP) engineering services along with sprinkler- fire protection engineering, building commissioning and assessment services. The Challenge “We had no record of the time taken by engineers to complete projects and we could not update clients on the project progress. Excel and email conversations became too complicated in scenarios where engineers were working on projects with different rules or regulations than i. e. buildings 100 ft or higher. ” Plan of Action “When the UI of the PM tool we were using become too complicated and we could not assign and check company wide tasks, we realized that our engineers were spending more time working with the tool than focusing on their actual work. So, our team spent one month researching and demoing various PM platforms. In the end it was the easy mobile application, the custom forms feature, excellent support, and the simple yet comprehensive interface that made Easy Projects our ideal PM Software. ” Outcomes “With Easy Projects, we have achieved more than we even imagined. It helped us to achieve 99. 9% on time-on quality project results and saved hundreds of man-hours spent on a rework of floor plans and MEP designs. The role administration option helps managers to assign and check workload on engineers whereas principals can focus on more important tasks, which is helping us to form a second line of leaders. ” The Results Increased accountability Over 600 weekly tasks... --- ### Сompleting over 5700 Projects a Month with Birdview PSA > Learn how one of the leaders in the telecommunications engineering industry applied Birdview PSA to finish up more projects per month than ever before. - Published: 2020-04-21 - Modified: 2023-01-31 - URL: https://birdviewpsa.com/client-case-studies/advanced-one/ “The most dramatic improvement has been that the duration of our high volume projects has decreased by 30% since we started using Birdview PSA.” Team Function: IT Website Client Profile Advanced 1 provides complete engineering services for the telecommunications industry. They offer Field, CAD and Technical Services to meet their clients ever changing needs. The Challenge With our old PM tools we had a number of challenges: No visibility at the portfolio and customer level; No ability to control access to data based on employee role, which led to communication issues; Incomplete or old data impacting decision making; We weren’t tracking employee time so we had no insight into employee performance, efficiency and overall project ROI. As a result, we experienced missed deadlines, client satisfaction issues, and overtime work. The Outcomes We were able to mirror and improve the process we are using in the real world in Easy Projects – this was the only tool that can could elegantly reproduce our workflows; All of our data lives in one place now; Elimination of the use of Excel and our other financial tools; We completely automated our project intake process using the Easy Projects API; Total visibility for management to make decisions based on real-time data. The Highlights Communication has improved as a result of having full visibility. This also has allowed us to operate more efficiently. The Results More projects and tasks completed than ever before (5,700 projects and 24,000 tasks per month) Data is now all in one place for better visibility and reporting Projects are now being completed 30% faster Download a PDF version of this Case Study --- ### Over 80% of tasks completed within schedule and on budget > Learn how Birdview PSA became a single project management environment for Brooks Life Sciences' diverse team and helped them increase productivity. - Published: 2020-04-21 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/brooks-life-sciences/ “Birdview PSA has centered our team and is increasingly having that effect on other teams in Our business. Everyone now knows that a given Project isn’t real until it’s in Birdview PSA” Team Function: IT Website Client Profile The global leader in automated sample management for drug discovery and biostorage applications. Brooks provides an unparalleled experience in automated compound, biological storage and sample processing solutions. With the largest installed base, over 230 stores, Brooks’ systems manage over 1 billion samples worldwide. The Challenge “The problem was that work was dispersed across multiple systems and manual methods so efforts were not being captured properly. We needed a project portfolio, reporting, and time tracking solution in one. ” - Clay Angelly, Business Unit Manager Plan of Action The decision to go with Easy Projects was made based on the platform’s ability to handle robust API, time tracking, custom fields, easy searching/filtering through projects and reporting capabilities with high-quality performance and quick responsiveness. Additionally, it was the Easy Projects success team’s dedication and round the clock support and configuration that sealed the deal. The Outcomes “Our business has a diverse set of users and the Easy Projects implementation team quickly and effectively met our specific needs. EP became key to an early success story during our internal business goals towards true Continuous Improvement efforts as well because of its easy, yet robust reporting capabilities. ” - Clay Angelly, Business Unit Manager “Now that we are using Easy Projects, our department has gained full visibility which has helped us attain funding for two additional Support Specialist FTEs and allowed our developers to focus more on the development of new features rather than supporting day to day... --- ### Reducing the Time to Complete a Project by 26% > Discover how an agriculture and horticulture company managed to run over 130 projects simultaneously with the help of Birdview PSA. - Published: 2020-04-21 - Modified: 2024-10-01 - URL: https://birdviewpsa.com/client-case-studies/agriculture-and-horticulture/ “Now we can consistently deliver more value to our stakeholders and do so quicker than ever before.” Team Function: Marketing This non-profit statutory levy board’s purpose is to make agriculture and horticulture industries more competitive and sustainable through factual, evidence-based advice, information and activity The Challenge A new director was brought in to lead a brand new creative and marketing team. As they built out and refined their processes it quickly became apparent that they were headed for trouble. Excel was the main tool for planning and allocation. PDF forms were used for briefs and project details. Project collaboration, communication, resource allocation and reporting were non-existent or too labor-intensive. The decision was made to acquire a complete project management solution. Adoption and ease of use were the most important factors when evaluating about 20 tools. It was critical to get up and running quickly and select something that the entire team would buy into. The Outcomes We can now see all of our projects in real-time in one place. This allows us to make better decisions about resource allocation and project intake. With solid processes around these two functions we can be confident that our projects are on track; A surprising side effect is that while mistakes are still being made, now we’re able to correct them and learn from them in a consistent way that ensure they aren’t repeated. The Highlights Projects timelines are more accurate and projects are being delivered on time. The Measurable Results 26% reduction in the average duration of the projects 16% improvement in the percentage of projects completed on schedule, with... --- --- ## Posts ### 6 best billing solutions 2025 > The best billing solutions: 1. Birdview PSA – built-In billing solution, 2. Paymo· 3. Zoho Invoice, 4. QuickBooks · 5. FreshBooks · 6. Xero - Published: 2025-05-15 - Modified: 2025-05-15 - URL: https://birdviewpsa.com/blog/best-billing-solutions/ - Categories: Software Ratings This overview looks at six best billing solutions to help you choose one that fits your current process. Billing doesn’t often get the attention it deserves, but it plays a big role in how smoothly a business runs. With countless tools on the market, finding one that fits how you work can be tricky. This overview looks at six best billing solutions to help you choose one that fits your current process. Top billing solutions Birdview PSA – built-In billing solution Paymo Zoho Invoice QuickBooks Online FreshBooks Xero What is a billing solution? Billing tools allow businesses to create invoices, accept payments, and track key financial activity. These platforms help reduce the amount of manual work needed to manage subscriptions, log billable time, and handle taxes. Most of these tools work alongside accounting and CRM systems, so your records stay up to date. Whether you're sending one-off or recurring invoices, local or global, billing software helps keep everything in order. Key features to look for in a billing solution 🔄 Automation Manual invoicing can slow things down and lead to mistakes. Look for software that can handle recurring billing, send invoices automatically, and issue payment reminders without you lifting a finger. The more it does on its own, the more time your team saves. ⚙️ Customization options Your invoices should reflect your brand. A good billing system lets you tweak layouts, add your logo, adjust tax settings, and include any custom fields you need. The flexibility to tailor invoices makes a difference. 💳 Built-in invoicing A strong billing solution should let you handle invoicing without needing extra tools.... --- ### Design success: Birdview PSA for architecture project management, from plan to completion > Streamline architecture projects with Birdview PSA. Manage planning, resources, finances, and clients, all in an end-to-end project management platform for architects - Published: 2025-05-14 - Modified: 2025-05-15 - URL: https://birdviewpsa.com/blog/architecture-project-management/ - Categories: Architecture, Professional Services Streamline architecture projects with Birdview PSA. Manage planning, resources, finances, and clients, all in an end-to-end project management platform for architects This article will explore the unique demands of managing architecture projects and show you how Birdview PSA for architecture provides the integrated solution to streamline your process from the initial concept to the final handover. Project management in architecture is a unique blend of creative vision and precise execution. As an architect, you're not just designing beautiful spaces; you're navigating complex projects with tight deadlines, intricate details, diverse stakeholders, and budgets that demand close attention. It’s a world where spreadsheets multiply, communication can get tangled, and trying to see the whole picture feels nearly impossible. You understand the constant challenge: how do you keep the design vision alive while ensuring the project stays on track, within budget, and complies with a myriad of regulations? How do you manage your team's specialized skills and balance workloads across multiple projects without dropping the ball? You need a tool that understands the specific workflow of an architecture firm, not just a generic project tracker. This is where specialized architecture project management software comes in. It’s designed to bring clarity, control, and efficiency to your practice. Let’s design a clearer path to project success. The unique challenges of architecture project management Managing architectural projects isn't like managing any other project. It requires a specific approach because of the unique blend of creative process and technical precision involved. Architects face challenges that go beyond typical project management woes: Blending design vision with project realities: The initial creative concept must constantly be reconciled with practical constraints... --- ### Solving resource conflicts: How PSA software balances workloads and keeps projects on track > Discover how PSA software helps prevent resource conflicts, optimize team workloads, and ensure your projects stay on time and within budget. - Published: 2025-05-13 - Modified: 2025-05-14 - URL: https://birdviewpsa.com/blog/solving-resource-conflicts-how-psa-software-balances-workloads-and-keeps-projects-on-track/ - Categories: Professional Services, Resource Management Discover how PSA software helps prevent resource conflicts, optimize team workloads, and ensure your projects stay on time and within budget. Discover how PSA software helps prevent resource conflicts, optimize team workloads, and ensure your projects stay on time and within budget. You see it happening – the same key person is needed for two different projects, at the exact same time. Or maybe one team is swamped with tasks, while another has capacity. It feels like a constant juggling act, and when the balls inevitably drop, deadlines slip, teams get stressed, and project progress grinds to a halt. These are resource allocation conflicts, a common headache in project management. They happen when the demand for your valuable resources (people, skills, equipment) clashes with their actual availability. Without a clear system, manually trying to balance workloads and resolve these conflicts is time-consuming, inefficient, and prone to errors. But imagine a world where you can see these clashes before they happen. Where you can easily adjust assignments, balance workloads, and keep your projects moving smoothly, even when demand is high. That's the promise of effective resource management, powered by the right tools like Birdview PSA. In this article, we'll dive into why resource conflicts are so disruptive and show you how Professional Services Automation (PSA) software, specifically Birdview PSA, acts as your secret weapon for achieving balanced workloads and keeping your projects firmly on track. The pain of resource conflicts: more than just a scheduling glitch Resource allocation conflicts are more than just red flags on a calendar. They have real consequences for your projects, your team, and your bottom line: ✔️... --- ### Resource management: techniques, examples & tools > Resource management is the practice of planning, allocating, and overseeing the use of people, tools, time, and budget needed to complete projects and support daily operations. - Published: 2025-05-10 - Modified: 2025-05-12 - URL: https://birdviewpsa.com/blog/resource-management-techniques-examples-tools/ - Categories: Professional Services, Project Management Resource management is the practice of planning, allocating, and overseeing the use of people, tools, time, and budget needed to complete projects and support daily operations. Let’s be honest—“resource management” doesn’t sound very exciting. It’s not as flashy as AI or digital transformation. But if you’ve ever double-booked your top engineer, run out of design hours before a deadline, or realized mid-project that half your team is on vacation... you know exactly how important it is. Why resource management deserves more respect than it gets Resource management is the unsung hero of successful project delivery. When neglected, the consequences are real. According to Wellingtone's State of Project Management 2025 report, only 38% of organizations mostly or always complete projects on time, and just 39% deliver the full intended benefits. In this guide, we’ll break it all down in plain English: ✓ What resource management actually is ✓ Why it matters (especially if you work in services) ✓ How to do it better ✓ Which tools—like Birdview PSA—can help Think of this as your guide to less chaos, happier teams, and smarter project delivery. Let’s dive in. What is resource management? Resource management is the practice of planning, allocating, and overseeing the use of people, tools, time, and budget needed to complete projects and support daily operations. Put simply, resource management in project management is how you make sure your team has the right support at the right time—without overloading or underutilizing anyone. This applies to all industries but is especially important for service businesses like MSPs, consulting firms, creative agencies, and engineering companies. For these teams, people are the main resource—and how you manage their time... --- ### How to build a PMO for an MSP: 10 steps with tips and examples > This guide explains what a PMO is, why it’s essential for Managed Service Providers (MSPs), and how to build one step by step in your IT company. - Published: 2025-05-08 - Modified: 2025-05-13 - URL: https://birdviewpsa.com/blog/how-to-build-a-pmo-for-an-msp-10-steps-with-tips-and-examples/ - Categories: Professional Services, Project Management This guide explains what a PMO is, why it’s essential for Managed Service Providers, and how to build one step by step in your IT company This guide explains what a PMO is, why it’s essential for Managed Service Providers (MSPs), and how to build one step by step in your IT company. If you’re just starting to explore project management inside your MSP, chances are you’ve come across the acronym PMO a few times already—and maybe you’re not exactly sure what it is. To some, it can seem like the secret society of project management, full of rules, documents, and red tape. And in a way... that’s not entirely wrong. There’s even a well-known project management joke: “Every complex project is easy to estimate—once it’s in the rearview mirror” That kind of reactive, chaotic environment is exactly what a Project Management Office (PMO) is designed to prevent. What is a PMO? A PMO, or Project Management Office, is not just a title or a layer of bureaucracy—it’s a centralized team that defines how projects are managed across your entire Managed Service Provider (MSP). Think of it as mission control. It doesn’t manage individual projects directly; instead, it builds and oversees the systems, standards, and strategies that make all project work more consistent, transparent, and aligned with business goals. The PMO collects data, sets best practices, enforces company-wide processes, and ensures teams are working in sync Read more What is a PMO? Roles, Responsibilities, Techniques & Benefits Why MSPs need a PMO Running an MSP means dealing with a lot of moving parts—like onboarding clients, setting up systems, managing security, updates, compliance, and support—all at once.... --- ### Mastering Resource Allocation: a step-by-step guide with 6 practical tips > This guide covers how to manage resource allocation in Birdview PSA, from assigning tasks based on skills to reviewing and adjusting plans as your project evolves. - Published: 2025-05-07 - Modified: 2025-05-07 - URL: https://birdviewpsa.com/blog/mastering-resource-allocation/ - Categories: Professional Services, Resource Management Learn to manage resource allocation in Birdview PSA, from assigning tasks based on skills to reviewing and adjusting plans as your project evolves. This guide covers how to manage resource allocation in Birdview PSA, from assigning tasks based on skills to reviewing and adjusting plans as your project evolves. It’s a practical look at what needs to happen before, during, and after assigning work so your team can stay focused and your projects stay on course. Managing people, time, and budgets isn’t easy, especially when project demands change fast. One late handoff or missed task can throw off your whole timeline. But with the right system in place, allocating resources doesn’t have to be a guessing game. Your team is one of your greatest assets. The way you manage their time and skills has a direct impact on how smoothly your projects run. Yet despite its importance, resource allocation is often one of the most challenging parts of project management. What is resource allocation, and why does it matter? Resource allocation is the process of matching your team, time, budget, and tools to the work that needs to get done. It’s not just about assigning tasks. It’s about using what you have in the most effective way to move projects forward. Why does resource allocation matter so much? Because when it’s handled well, it brings real, measurable benefits: Keeps projects on schedule and within budget Making sure the right people and tools are available at the right time helps avoid delays and unexpected costs. Improves team focus and energy Spreading work evenly prevents overload and keeps everyone working on tasks that suit their... --- ### Top 8 risks to the growth of Managed Service Providers (MSP) > Discover 8 key risks holding back MSP growth, and how PSA software helps you overcome them, scale faster, and stay profitable. - Published: 2025-05-06 - Modified: 2025-05-13 - URL: https://birdviewpsa.com/blog/risks-to-the-growth-of-managed-it-service-providers/ - Categories: Professional Services, Project Management - Tags: managed IT services, managed service providers Discover 8 key risks holding back MSP growth, and how PSA software helps you overcome them, scale faster, and stay profitable. Discover 8 key risks holding back MSP growth — and how PSA software helps you overcome them, scale faster, and stay profitable. Are you losing sleep over how to manage your IT Services projects for better growth? If yes, you're not alone. How managed service providers (MSPs) can grow revenue while maintaining performance is one of the hottest conversations in the IT services space today. With the global managed services market valued at USD 304. 6 billion in 2024 and expected to reach USD 570. 8 billion by 2033, according to IMARC Group, the opportunity is real — but so are the risks. As more organizations outsource IT management, MSPs should be thriving. After all, most companies would rather avoid the headache of handling complex technology. But in practice, it's never that simple Growth brings pressure. To scale successfully, MSPs must overcome a number of operational and strategic obstacles that can quietly erode margins, morale, and momentum. Here are eight major risks threatening the progress of managed IT service providers — and how to tackle them head-on. 8 key challenges faced by managed service providers 1. Failure to match resource demand with capacity Feeling swamped? You’re not alone. When demand spikes and you don’t have the people or bandwidth to keep up, things fall through the cracks. That’s why you need to stay one step ahead. Use forecasting tools to spot busy periods before they hit, and shift your resources around accordingly. Don’t wait for a fire to break out... --- ### 6 common professional services project manager pain points (and how to solve them) > Project managers often face challenges like scope creep, limited project visibility, resource overload, and billing delays. Here’s how to solve them. - Published: 2025-05-02 - Modified: 2025-05-05 - URL: https://birdviewpsa.com/blog/professional-services-pm-pain-points/ - Categories: Professional Services, Project Management - Tags: new features, professional services, project management Project managers often face challenges like scope creep, limited project visibility, resource overload, and billing delays. Here’s how to solve them. Delivering services at scale is no easy task, especially when deadlines, billable hours, and client satisfaction all hang in the balance. Project managers in professional services firms juggle competing priorities daily, and even small inefficiencies can ripple across the entire business. In this article, we explore the most common pain points project managers face in professional services environments—from executive reporting overload to billing delays and capacity issues. More importantly, we’ll show how to solve them using modern tools and proven strategies—so your team can stay focused on delivering value. The role of a project manager in professional services In professional services, like IT Services, Business consulting, or Engineering, the project manager is key to turning client needs into successful project outcomes. Unlike product-based industries, professional services rely on delivering expertise and value through people. A project manager ensures that work is delivered on time, on budget, and within scope, while keeping clients and teams aligned. But their role isn’t just operational. Project managers act as strategic communicators, translating client expectations into clear plans and keeping delivery teams focused. They handle shifting priorities, track progress, and manage budgets and resources, all while maintaining client satisfaction. In a service environment where change is constant and resources are shared, project managers need a strong mix of leadership, problem-solving, and business sense. With the support of PSA software, they gain real-time visibility into finances, timelines, and capacity—enabling smarter decisions and consistent delivery across all projects. Here’s a common scenario for professional services team leaders:... --- ### S-curve project management: the complete guide for predictable project delivery > An S-curve is a cumulative line chart that plots a single metric, usually cost, labour hours, or earned value, against time. - Published: 2025-05-02 - Modified: 2025-05-15 - URL: https://birdviewpsa.com/blog/s-curve-project-management/ - Categories: Project Management Learn how S-curves forecast cash flow, workload, and risk, and how Birdview PSA can build them automatically from the hours and expenses your team already logs. Every long project starts slow, accelerates in the messy middle, and decelerates near hand-off. Plot that journey cumulatively, and you will get an elegant S-curve. Read on to learn how S-curves forecast cash flow, workload, and risk, and how Birdview PSA can build them automatically from the hours and expenses your team already logs. What is an S-curve? An S-curve is a cumulative line chart that plots a single metric—usually cost, labour hours, or earned value—against time. The shallow start reflects planning ramp-up, the steep middle shows execution, and the upper plateau signals close-out. Why S-curves matter to professional services teams For professional services firms, where margins are tight and client expectations are high, S-curves are essential tools for managing projects more predictably and transparently. By comparing planned value (PV) with actual cost (AC) at a glance, S-curves provide quick insights into budget certainty, improve forecasting, and strengthen client reporting. They help teams move from reactive problem-solving to proactive project control, ensuring better delivery timelines and healthier profitability. Key benefits of S-curves: Budget certainty – Compare planned value (PV) with actual cost (AC) at a glance. Resource smoothing – Forecast peak staffing months before they hit. Stakeholder trust – Replace dense spreadsheets with a one-image health check. Risk mitigation – Divergence between baseline and actual curves exposes schedule or cost drift early. The five most common S-curve types Understanding different types of S-curves helps project management teams track progress, forecast performance, and optimize delivery. Here’s a quick overview of the... --- ### 8 common project management problems in consulting firms and how to solve them > In this article, we outline some of the most common issues, and how to navigate them effectively with real-world examples and practical solutions. - Published: 2025-05-01 - Modified: 2025-05-05 - URL: https://birdviewpsa.com/blog/3-biggest-challenges-you-are-likely-to-face-as-a-consultant-project-manager/ - Categories: Professional Services In this article, we outline some of the most common issues, and how to navigate them effectively with real-world examples and practical solutions. Just like any other industry, professional services are facing a never-ending onslaught of challenges. Despite numerous opportunities for success, there are constant forces that act against companies in this sector. Along with other mounting issues in the economy and constantly changing business climate, organizations need to adapt to changes within their respective markets and internal demands. Managing projects within consulting firms presents unique challenges that can impact efficiency, client satisfaction, and profitability. Drawing from industry insights and best practices, this article explores common project management problems faced by consulting firms and offers practical solutions to address them If you're stepping into the role of a consultant project manager, you're likely to encounter unique challenges that differ from those faced by in-house project managers. Drawing insights from industry experiences, here are eight significant hurdles you might face: 8 common challenges in consulting project management Project management in consulting firms brings a mix of excitement and complexity. Consultants are often hired to solve high-stakes problems, lead cross-functional teams, and deliver outcomes on tight deadlines. But even the most seasoned project managers face recurring challenges that can delay progress, reduce profitability, or damage client relationships. In this article, we outline some of the most common issues—and how to navigate them effectively with real-world examples and practical solutions. 1. Scope Creep and Shifting Client Expectations Scope creep is one of the most common pitfalls in consulting. It happens when clients add new tasks or deliverables mid-project without adjusting timelines or budgets. Often, this stems... --- ### Top 6 project management information systems (PMIS) software in 2025 > Take a look at the top project management information systems in 2025 to help you find the best fit for your team. - Published: 2025-04-30 - Modified: 2025-05-01 - URL: https://birdviewpsa.com/blog/top-pmis-software/ - Categories: Professional Services, Project Management, Software Ratings Take a look at the top project management information systems in 2025 to help you find the best fit for your team. With so many tools on the market, finding the right PMIS can feel overwhelming. However, as we move into 2025, having the right system in place can significantly impact how efficiently your projects run. It’s no longer just about tracking tasks. A strong PMIS helps your team stay aligned, gives you real-time insights, and supports on-time, on-budget delivery. In this article, we’ll take a look at the top project management information systems (PMIS) in 2025 to help you find the best fit for your team. Top PMIS Software Birdview PSA Microsoft Project Wrench SmartProjects Procore Jira Targetprocess What is PMIS software? Project Management Information System (PMIS) software is a digital tool that helps teams plan, manage, and track projects more effectively. It brings together key elements, such as schedules, budgets, resources, risks, and communication, into one organized system. Modern PMIS platforms provide teams with better visibility into their work, make collaboration easier, and help project managers stay in control throughout the project. Whether you're managing a single project or a portfolio of complex initiatives, PMIS software plays a key role in helping teams stay on schedule, within budget, and aligned with project goals. ▶️ Read more: Project Management Information System: What is PMIS The meaning and role of PMIS in project management A Project Management Information System (PMIS) is a centralized platform that brings together the core elements of project delivery, including planning, scheduling, resource allocation, budgeting, communication, and reporting. It supports each phase of the project lifecycle by helping... --- ### IT PSA software: benefits, examples, tips and tricks > In this article, we’ll explore the key benefits, provide real-world examples, and share practical tips for getting the most from your IT PSA solution. - Published: 2025-04-29 - Modified: 2025-05-12 - URL: https://birdviewpsa.com/blog/competitive-advantage-in-service-industry/ - Categories: IT Services, Professional Services, Project Management - Tags: competitive advantages, service industry In this article, we’ll explore the key benefits, provide real-world examples, and share practical tips for getting the most from your IT PSA solution. There are two words that best describe the IT professional services sector from a manager’s perspective: exciting and frustrating. On one hand, the industry is experiencing exponential growth. By the end of 2025, revenue in the professional services market is projected to reach $72. 61 billion. This consistent growth over much of the past decade indicates that IT service firms have an excellent opportunity to scale in the coming years. Sounds exciting, right? However, the industry also brings a unique set of challenges. The most effective way to streamline this process is by using software designed to automate and optimize project management in the IT services sector. Professional Services Automation (PSA) software like Birdview PSA are built specifically to meet these needs. In the fast-paced world of IT services, managing multiple projects, people, and clients is no small feat. From infrastructure rollouts to cloud migrations and software support, every engagement comes with moving parts — timelines, budgets, resources, and client expectations. That’s where IT PSA (Professional Services Automation) software steps in. Designed specifically for service-based businesses, PSA tools give IT companies a clear operational backbone — combining project management, time tracking, resource planning, financial control, and reporting in one platform. In this article, we’ll explore the key benefits, provide real-world examples, and share practical tips for getting the most from your IT PSA solution. What is IT PSA software? IT PSA software is a centralized platform that helps IT services teams plan, deliver, and track client projects efficiently — while... --- ### 9 reasons to give your client access to your Project Management Software > Giving clients limited access to your project management software builds trust, improves collaboration, and helps projects run more smoothly for everyone involved. - Published: 2025-04-28 - Modified: 2025-04-30 - URL: https://birdviewpsa.com/blog/9-reasons-give-client-access-project-management-software/ - Categories: Professional Services, Project Management Giving clients limited access to your project management software builds trust, improves collaboration, and helps projects run more smoothly for everyone involved When you think about project management software, you usually think of it as an internal tool — a space where your team can collaborate, track tasks, and meet deadlines. But in professional services, having a client portal isn’t just a nice-to-have — it’s often a necessity. Whenever I suggest giving a client access to the team’s project management software, I get all kinds of reactions—some skeptical, others strongly opposed. But over time, most realize there are some very good reasons to let clients in. But what if your clients could benefit too? Benefits of client access to Project Management Tools Giving clients limited access to your project management software builds trust, improves collaboration, and helps projects run more smoothly for everyone involved 1. Clients Stay Engaged Let’s face it — some clients disappear after signing the contract and only resurface when something’s late or unclear. Giving them limited access to your project tool gives them a window into the process. It’s like inviting them into the kitchen: they don’t have to cook, but they can see what’s going on and stay interested. 2. More Transparency = More Trust If a client ever questions what your team is doing, they don’t need to send an email — they can log in and see task progress, assignments, and timelines themselves. When they see the wheels turning, they’ll better understand the work (and value) behind your hours. 3. Easier, Open Communication Most modern PM tools offer comment threads or task-specific discussions. Giving clients... --- ### Project Management Information System: What is PMIS > A project management information system (PMIS) is a centralized system that helps teams plan, manage, and monitor their projects more effectively. - Published: 2025-04-28 - Modified: 2025-05-01 - URL: https://birdviewpsa.com/blog/pmis-meaning/ - Categories: Project Management We’ll walk you through what PMIS means, what it’s used for, and how it can bring some much-needed clarity and structure to your project work. Managing projects can get messy fast, especially as they grow in size and complexity. A Project Management Information System, or PMIS, is designed to make that easier by helping you bring structure to the chaos. In this article, we’ll walk you through what PMIS means, what it’s used for, and how it can bring some much-needed clarity and structure to your project work. PMIS meaning: What is a PMIS? Let’s start with the basics: what is a PMIS? A project management information system (PMIS) is a centralized system that helps teams plan, manage, and monitor their projects more effectively. It's like the central hub for everything your project touches. It stores data, tracks performance, manages resources, and keeps communication flowing across the team. Instead of flipping between spreadsheets, emails, whiteboards, and sticky notes, a PMIS gives you one reliable place to work from. Everything is documented and updated in real time, which means fewer misunderstandings and better oversight. More than just a storage tool, a PMIS helps turn project data into something you can actually act on to keep work on track. What is PMIS in project management used for? A Project Management Information System acts as the central workspace for your projects. It brings together everything your team needs to plan, track, and deliver work without losing time jumping between tools. From setting up new initiatives to managing long-term programs, a PMIS helps you stay organized and focused. Say you’re working on a complex project with tight deadlines, limited... --- ### 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, gain quick wins, and align your team with strategic goals. - Published: 2025-04-26 - Modified: 2025-05-14 - URL: https://birdviewpsa.com/blog/30-60-90-day-plan-for-new-managers-in-professional-services/ - Categories: Professional Services, Project Management Here’s a practical leadership 30-60-90 day plan for new managers to help you transition smoothly, gain quick wins, and align your team with strategic goals. Stepping into a leadership role in a professional services firm comes with excitement and challenges. You want to make a strong first impression, earn your team's trust, and create a real impact—but where do you start? The first 90 days are crucial for setting the stage for long-term success. This guide breaks down how to create an effective 30-60-90 day plan specifically for professional services environments, with practical examples and actionable tips. Here’s a practical leadership 30-60-90 day plan for new managers to help you transition smoothly, gain quick wins, and align your team with strategic goals. Build a strong foundation for your first 90 Days Before you dive into creating your 30-60-90 day plan, it's important to lay a strong foundation for your leadership. Focus on building trust, developing strong relationships, and understanding the environment in which you'll be operating. These simple steps will help you build trust, form strong relationships, and start your leadership journey. Leadership begins with collaboration. To build a solid foundation for trust, it is important to actively engage with team members, customers, and stakeholders. Key success tips for new managers Align with company goalsUnderstand your organization’s objectives and connect them to your team’s work. Translate big-picture goals into clear, actionable tasks to show strategic focus. Stay flexibleChallenges are inevitable. Stay adaptable, anticipate risks, adjust your plans when needed, and maintain calm leadership through changes. Use available resourcesLean on mentors, experienced colleagues, and the right tools to strengthen your leadership approach and accelerate your learning... --- ### Billable utilization: Increase profits with the right strategy & tools > Teams leaving money on the table? Discover how firms can use smarter billable utilization strategies to boost margins—before your revenue hits a ceiling. - Published: 2025-04-25 - Modified: 2025-04-25 - URL: https://birdviewpsa.com/blog/billable-utilization/ - Categories: Resource Management Tracking billable utilization helps you see how much of your team's work actually generates revenue. Many businesses assume all logged hours contribute to profitability, but that’s not true. Internal meetings, admin tasks, and training take up time without bringing in direct income. If you’re not measuring billable utilization correctly, you could be misjudging profitability and overloading employees without increasing revenue. Billable utilization: What it really means Billable utilization measures the percentage of time spent on revenue-generating work. It doesn’t include admin tasks, internal meetings, or training. To calculate it, divide billable hours by total available hours, then multiply by 100. Resource utilization, on the other hand, includes everything—billable and non-billable hours. It gives a full picture of workload but won’t tell you how much time actually contributes to revenue. 💡 Example calculation Let’s say a consultant works 40 hours a week: 30 hours spent on client projects (billable) 10 hours on meetings, emails, and training (non-billable) Billable utilization: (30 ÷ 40) × 100 = 75% Resource utilization: (40 ÷ 40) × 100 = 100% If you only look at resource utilization, it seems like all hours are being used productively. But the reality is different. Common misconceptions about billable utilization Misconception Reality 1. Not all work contributes to revenue. Just because someone is working doesn’t mean the business is earning money. Tasks like internal meetings and admin work don’t count as billable time. 2. Internal meetings, admin tasks, and training count. These activities support operations but don’t directly generate revenue.... --- ### How to prevent & fix schedule slippage in projects? > Schedule slippage killing your momentum? Learn how top teams tackle delays fast—before missed deadlines wreck your delivery pipeline. - Published: 2025-04-25 - Modified: 2025-04-25 - URL: https://birdviewpsa.com/blog/schedule-slippage/ - Categories: Project Management, Resource Management Schedule slippage is when your project timeline falls behind the original plan. Learn how top teams tackle delays fast. Schedule slippage doesn’t just push deadlines—it chips away at budgets, erodes trust, and puts your goals at risk. Missed handoffs, shifting priorities, or resource gaps are often to blame, but the fallout goes deeper. Spotting the signs early gives you leverage. With tools that offer features like real-time tracking, forecasting, and automated resource planning, you can see issues before they spiral. ▶️ Birdview PSA supports that kind of visibility, so your team can adapt faster, stay aligned, and keep projects moving without the scramble. What is schedule slippage & why does it happen? Schedule slippage is when your project timeline falls behind the original plan. Maybe a task took longer than expected, someone was out sick, or priorities shifted midstream. Whatever the cause, deadlines start sliding. That slippage creates a ripple—missed milestones, tighter handoffs, and the pressure to catch up without compromising quality. Explore ▶️ Smart resource allocation and task scheduling Common causes of schedule slippage Cause Why it happens Unrealistic time estimates Teams assume tasks will take less time than they actually do. Overestimating productivity and underestimating complexity create unrealistic deadlines, leading to delays. Poor resource planning Workloads get assigned without considering team capacity. Overloaded employees slow down progress, while skill mismatches cause inefficiencies. Scope creep Extra features and last-minute changes get added without adjusting timelines. Teams struggle to keep up, pushing deadlines further out. Technical dependencies Some tasks rely on approvals, vendor deliveries, or integrations. Delays in any of these push back the entire project. Communication breakdowns Unclear... --- ### Engineering resource planning with limited resources: strategies and examples > Engineering resource planning means strategically managing people, tools, and budgets to ensure engineering projects are delivered on time and within scope. - Published: 2025-04-23 - Modified: 2025-05-05 - URL: https://birdviewpsa.com/blog/4-ways-easy-projects-can-help-engineering-project-managers-allocate-limited-resources/ - Categories: Engineering projects, Professional Services, Resource Management - Tags: Engineering Resource Planning, resource allocation Engineering resource planning means strategically managing people, tools, and budgets to ensure engineering projects are delivered on time and within scope. No matter the industry, the goal of project management is to produce the greatest results (read: fastest and most valuable) using the least amount of resources and investment. This is no easy task, as it is rare to hear a project manager complain of having too many resources at their disposal than spotting a rainbow after sundown. In engineering project environments, resources are often tight—whether it's skilled labor, available equipment, or time. Delivering complex projects on schedule and within budget requires strategic resource planning that aligns priorities, capacity, and deadlines. When resources are limited, smart planning isn't optional—it's essential. In this blog post, we’ll explore the key challenges of engineering resource planning under constraints, offer real-world examples, and provide actionable strategies to help teams manage more effectively, even when capacity is stretched. What is engineering resource planning? Engineering resource planning means strategically managing people, tools, and budgets to ensure engineering projects are delivered on time and within scope. Managing engineering projects effectively requires forecasting demand, allocating talent, balancing workloads, and optimizing capacity to meet both technical and business goals. Unlike general project planning, engineering resource planning focuses specifically on technical resources—like design engineers, testing facilities, or CAD software licenses—that are essential for product development, infrastructure design, or construction. The process must account for both billable and non-billable activities, as well as changing project scopes and client priorities. Well-executed engineering resource planning allows firms to reduce delays, avoid overloading specialists, and improve project profitability—all while maintaining high-quality standards. What is resource... --- ### 6 best project management software for EU businesses > Top project management software outside the USA for European companies: 1. Birdview PSA; 2. Scoro; 3. MeisterTask; 4. HanzeDocs; 5. Teamwork; 6. OpenProject - Published: 2025-04-21 - Modified: 2025-04-21 - URL: https://birdviewpsa.com/blog/best-project-management-software-for-eu-businesses/ - Categories: Software Ratings We’ve rounded up some of the best project management software tools built outside the USA, including EU-based and international platforms, that understand what European businesses need. If you’re running a business in Europe, choosing the right project management software isn’t just about features and pricing. It’s also about where the software comes from. With increasing awareness around data privacy laws, compliance regulations like GDPR, and the need for local support, many European companies are actively looking beyond American-made solutions. In this article, we’ve rounded up some of the best project management software tools built outside the USA, including EU-based and international platforms, that understand what European businesses need. Top project management tools for EU businesses Birdview PSA (Canada) Scoro MeisterTask HanzeDocs Teamwork OpenProject Which service-based businesses in the EU need project management software? Service-based businesses across the EU, such as consulting firms, marketing agencies, IT providers, and engineering companies, rely on project management software to plan work, allocate resources, and deliver projects on time. With growing client demands, remote teams, and compliance requirements like GDPR, businesses need a reliable project management tool. It helps streamline operations, improve collaboration, and maintain full visibility across projects. Key criteria for selecting the best project management software for EU business When choosing project management software for a service-based business in the EU, it’s important to focus on tools that support both operational efficiency and regulatory compliance. Here are the key factors to consider: ✅ GDPR Compliance Ensure the software meets EU data protection standards, especially if it stores client or employee information. Hosting data within the EU is often a plus. ✅ Collaboration and remote work features Look for built-in... --- ### 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 progress on track from planning to execution. - Published: 2025-04-20 - Modified: 2025-04-25 - URL: https://birdviewpsa.com/blog/sales-team-can-help-project-management-team/ - Categories: Professional Services, Project Management Sales Project Management combines project management with sales. It keeps goals clear, teams aligned, and progress on track from planning to execution. Sales is no longer just about closing deals. In professional services, it also involves managing complex, collaborative, and time-sensitive processes. Whether your team is customizing a proposal for a consulting engagement, coordinating the handoff between sales and delivery, or launching a service package for a new client, planning and cross-functional execution are key. This is where sales project management comes in. In this guide, we’ll explore what sales project management means in a professional services context, why it matters, and how to implement best practices to improve results, efficiency, and client satisfaction. What is sales project management? Sales project management is the application of project management principles to sales-related activities. In professional services, this means managing complex sales engagements that often require input from multiple departments—such as operations, finance, legal, and delivery teams. Sales Project Management combines project management with sales. It keeps goals clear, teams aligned, and progress on track from planning to execution. Why sales project management matters in professional services Sales cycles in professional services tend to be long, consultative, and involve multiple stakeholders. They often rely heavily on accurate scoping, careful resource planning, and tight timeline management. Without a structured project management approach, teams risk delays, miscommunication, duplicated work, or even failing to meet client expectations. Implementing sales project management can change that. It streamlines complex sales processes, improves collaboration across sales, marketing, delivery, and operations, and shortens cycle times through better planning. It also increases transparency for both internal teams and clients, leading to a... --- ### What is a PMO? Roles, responsibilities, types & benefits explained > A project management office (PMO) is a team or department that defines and maintains project management standards across an organization. - Published: 2025-04-20 - Modified: 2025-05-05 - URL: https://birdviewpsa.com/blog/project-management-office-guide/ - Categories: Professional Services, Project Management A project management office (PMO) is a team or department that defines and maintains project management standards across an organization. Whether you're new to the concept of a project management office (PMO) or looking to enhance your existing PMO practices, this guide is here to provide you with valuable insights and practical tips. A well-implemented PMO can be a game-changer, driving efficiency, consistency, and success across your projects. What is a PMO? A project management office (PMO) is a team or department that defines and maintains project management standards across an organization. Its goal is to bring consistency, structure, and oversight to how projects are planned, executed, and delivered. PMOs can be internal (within the organization) or external (outsourced), and they may vary in scope and function depending on business needs. Structure PMO There are different types of PMOs, each serving a distinct purpose: Project Management Office focuses on supporting individual projects. It provides tools, templates, and administrative assistance, helping project teams follow consistent practices. Program Management Office oversees groups of related projects (programs). It manages governance, aligns project efforts, and ensures the program delivers value as a whole. Portfolio Management Office takes a broader view, managing the full portfolio of projects and programs. It aligns initiatives with strategic priorities and ensures resources are invested in the right areas. Each type plays a different role, but all are designed to help organizations deliver projects more efficiently and strategically. Types of PMO based on function PMOs can vary widely in their scope, responsibilities, and authority. Before setting up a project management office within your organization, it is important to identify the... --- ### 9 best engineering project management software in 2025 > Discover the Top Tools for Engineering: 1. Birdview PSA – End-to-End Solution for Engineers 2. Procore 3. Primavera P6 4. JIRA Software 5. Microsoft Project 6. Planview 7.Wrike 8. Asta Powerproject 9. GanttPRO - Published: 2025-04-17 - Modified: 2025-04-21 - URL: https://birdviewpsa.com/blog/best-engineering-project-management-software/ - Categories: Engineering projects, Professional Services, Software Ratings Discover the top 11 engineering project management software of 2025, designed to streamline complex projects and enhance team collaboration. Manage complexity, improve collaboration, and deliver projects with precision. Engineering projects are often complex, resource-heavy, and deadline-driven. Whether you're managing large-scale infrastructure, product development, or multidisciplinary teams, having the right project management software is critical to staying on track and within budget. In this guide, we highlight the 9 best engineering project management software platforms in 2025, tailored to help engineering firms plan, execute, and deliver high-performance results. Top tools for engineering projects Birdview PSA – end-to-end solution for engineers Procore Primavera P6 JIRA Software Microsoft Project Planview Wrike Asta Powerproject GanttPRO What is engineering project management software? Engineering Project Management Software is a specialized tool designed to assist engineers and project managers in planning, executing, and monitoring engineering projects. This type of software is tailored to meet the unique demands of engineering projects, which often involve complex designs, rigorous regulatory standards, and a need for precise coordination of various technical aspects. At its core, engineering project management software provides a framework for managing the lifecycle of an engineering project. This includes initial planning, resource allocation, scheduling, cost management, and performance tracking. The software typically features a range of functionalities to address the specific challenges of engineering projects, such as collaboration tools, resource forecasting, planning and management, risk management, reporting, and more. Why engineering firms need specialized project management software Engineering projects are unlike typical business initiatives. They’re often complex, long-term, multidisciplinary, and resource-intensive. Whether you're developing infrastructure, manufacturing a product, or delivering technical services, engineering projects involve a high... --- ### What is business intelligence in project management? > Still managing projects blind? Discover how smart firms use business intelligence to make sharper calls—before you're the last to catch on. - Published: 2025-04-16 - Modified: 2025-04-16 - URL: https://birdviewpsa.com/blog/business-intelligence-project-management/ - Categories: Project Management Discover how smart firms use business intelligence to make sharper calls—before you're the last to catch on. Running projects without Business Intelligence (BI) is like driving blindfolded—delays stack up, budgets spiral, and teams struggle to keep pace. BI clears the fog with real-time dashboards, interactive reports, and deep data insights, giving you the power to visualize, analyze, and interpret project performance. With Birdview PSA, you can forecast project success, track resources, and monitor finances with detailed views into labor costs, project expenses, and profitability. If you're still tangled in spreadsheets, you're complicating things—ditch the chaos, take control, and manage projects confidently using Birdview PSA. 🚀 What is (BI) in project management: Why it matters, and how Birdview PSA make a difference Business Intelligence (BI) helps project managers turn raw data into actionable insights. Instead of guessing, they can track real-time performance, spot risks early, and adjust plans before small issues turn into major problems. Without BI, project tracking feels like navigating in the dark. Delays go unnoticed, budgets spiral out of control, and resources get misallocated. With BI, managers get clear visibility into schedules, costs, and team workload—all in one place. 👉 BI tools, such as Birdview PSA, take this a step further. They provide interactive dashboards, automated reports, and real-time data visualization. Instead of sifting through spreadsheets, managers can access key project metrics instantly. Need to compare planned vs. actual costs? Check a report. Want to know which tasks are slowing down progress? View a live dashboard. Data isn’t useful unless it drives better decisions. BI removes the guesswork and puts control back in your hands.... --- ### Project visibility for professional services: From planning to execution > Missing out on consistent project visibility? Discover how professional service firms can move from chaos to clarity—before your competitors leave you behind. - Published: 2025-04-16 - Modified: 2025-04-16 - URL: https://birdviewpsa.com/blog/project-visibility/ - Categories: Professional Services, Project Management Discover how professional service firms can move from chaos to clarity—before your competitors leave you behind. Project visibility can make or break your success. Without it, tracking progress, managing risks, and keeping everyone aligned becomes a constant struggle. That’s where Birdview PSA truly shines. It brings everything together in one place—real-time updates, task management, and seamless communication—so your team can stay in sync and focused. With Birdview PSA’s intuitive dashboards and project collaboration tools, you can keep stakeholders in the loop, track resources seamlessly, and spot potential issues before they derail your project. It’s not just a tool—it’s your project’s new best friend, making sure smooth progress and success. What is project visibility? Project visibility is the ability to track and monitor key aspects of a project, such as tasks, timelines, resources, and progress. It gives stakeholders—both internal and external—real-time access to accurate, up-to-date information on the project's status, challenges, and next steps. This transparency improves decision-making, enhances communication, reduces risks, and keeps teams aligned to drive successful project outcomes. Explore ▶️ Top 30+ AI project management tools in 2025 Project visibility materials Material Description Project reports Project status report Provides an overview of the project’s current state, its progress, and any updates for stakeholders. Progress reports Regular updates on completed tasks, pending items, and plan changes. Final reports Summarizes the project’s outcomes, challenges, and lessons learned. Dashboards Real-time dashboards Visual, interactive platforms showing live project metrics and progress updates. Project documentation Project timeline A visual roadmap displaying the project’s schedule, milestones, and deadlines. Work breakdown structure A breakdown of tasks and subtasks, organized in a... --- ### Invoicing is now officially released for Birdview PSA plans > After a successful period in Feature labs, Invoicing is now a fully supported part of the platform and is available exclusively to Birdview PSA Team and Birdview PSA Enterprise plans. - Published: 2025-04-10 - Modified: 2025-04-10 - URL: https://birdviewpsa.com/blog/invoicing-official-release/ - Categories: Product News, Professional Services After a successful period in Feature labs, Invoicing is now a fully supported part of the platform and is available exclusively to Birdview PSA Team and Birdview PSA Enterprise plans. We’re excited to announce that Birdview’s Invoicing feature is out of beta and officially released! After a successful period in Feature labs, Invoicing is now a fully supported part of the platform and is available exclusively to Birdview PSA Team and Birdview PSA Enterprise plans. How it works Birdview’s Invoicing feature is designed to help you manage project billing without needing to switch between platforms. Whether you’re billing based on time and materials or project milestones, you have everything you need to stay on top of your finances. Here’s what you can do with Invoicing: Create invoices for any project, including time logs, expenses, and flat-fee work.   Add custom line items to tailor each invoice to your specific needs.   Preview invoices before sending or saving them.   Print, export as PDF, or email your invoices—all from within Birdview.   Export invoices directly to QuickBooks with our updated integration. To start using Invoicing, head to your Birdview account and navigate to the Invoicing section. If you’re not on Birdview PSA Team or Birdview PSA Enterprise plans and want access to this feature, please contact us at success@birdviewpsa. com. --- ### 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 billing doesn’t have to be messy. - Published: 2025-04-03 - Modified: 2025-04-03 - URL: https://birdviewpsa.com/blog/professional-services-billing/ - Categories: Professional Services Tired of billing delays and awkward client calls? Others are getting paid faster—why not you? Professional services billing doesn’t have to be messy. Billing plays a major role in your business performance, client relationships, and cash flow. Accurate, timely invoices prevent disputes and support steady revenue. Automating billing with PSA tools like Birdview PSA simplifies time and expense tracking, reduces errors, and speeds up payments. Whether you're using fixed-price or hourly models, the right billing setup aligns with client expectations and helps your business grow with less friction. Billing for professional services projects in 2025: Why it needs to change Billing shouldn’t feel like a chore, but when you’re still stuck with spreadsheets and manual logs, it often is. Time tracking slips through the cracks. Expenses go missing. Invoices are delayed or filled with errors. It’s frustrating for your team and confusing for your clients. Now imagine a setup where: Time and expenses are tracked automatically Invoices are sent without delay Mistakes become rare, not routine That’s exactly what you get with Birdview PSA’s billing and invoicing tools. Whether you work on fixed-fee or time-based projects, the system does the heavy lifting—no manual data entry, no scattered records. You also get real-time updates, which means your billing stays current and accurate. No more chasing down hours or double-checking figures. Just clean, correct invoices—on time, every time. ✅ What сhanges with billing automation? Invoices go out faster No delays. No bottlenecks. Automated time tracking and project budgeting work in sync to keep everything moving. Fewer mistakes, fewer headaches When you remove manual steps, you cut down on errors. That means fewer disputes, more trust,... --- ### Client onboarding best practices, strategies, & mistakes: Stop losing clients today! > Onboarding is your first chance to show real value—and when done right, it sets the tone for a strong, long-term client relationship. - Published: 2025-04-03 - Modified: 2025-05-16 - URL: https://birdviewpsa.com/blog/client-onboarding-best-practices/ - Categories: Professional Services Struggling with client onboarding? Discover best practices that others are already using to lock in trust early and keep clients coming back for more. Onboarding is your first chance to show real value—and when done right, it sets the tone for a strong, long-term client relationship. Miss the mark, and you risk confusion, frustration, and churn. ✅ Birdview PSA empowers professional services teams to deliver a seamless, personalized onboarding experience. From task automation to real-time collaboration, Birdview helps you stay on track, impress clients from day one, and build trust that drives long-term growth. Explore ▶️ Project management software for onboarding & implementation teams Client onboarding checklist: What are the key elements of successful client onboarding? Key Element Description Set clear expectations Let clients know what to expect during the onboarding process. Outline goals, timelines, and steps. Personalize the experience Customize the onboarding to each client’s specific needs, so they feel valued and understood. Gather information upfront Ask for important details about the client’s business and goals early on to make onboarding smoother. Welcome communication Send a friendly welcome message or email to make the client feel excited and ready to get started. Guided product walkthrough Show clients how to use your product with a simple walkthrough or demo. Regular check-ins Set up regular meetings to discuss progress, answer questions, and stay aligned with the client’s needs. Provide support channels Make it easy for clients to reach out for help through chat, email, or phone. Celebrate milestones Celebrate achievements, like completing setup or hitting goals, to motivate and engage the client. Collect feedback Ask for client feedback to improve the onboarding process and make... --- ### Export invoices from Birdview PSA to QuickBooks > With our latest update to QuickBooks integration, you can now export invoices created in Birdview PSA directly into QuickBooks. - Published: 2025-04-01 - Modified: 2025-04-01 - URL: https://birdviewpsa.com/blog/export-invoices-from-birdview-psa-to-quickbooks/ - Categories: Product News We’re excited to announce a new integration update that makes life much easier for teams using Birdview PSA for project management and QuickBooks for accounting and invoicing. With our latest update to QuickBooks integration, you can now export invoices created in Birdview PSA directly into QuickBooks—saving time, reducing manual work, and keeping your billing process smooth and accurate. Why this matters Birdview is where your work happens. Projects, tasks, time logs, job roles, billable hours—they all live in one place. And until now, getting that information into QuickBooks meant retyping everything manually. Now? Just create your invoice in Birdview and export it to QuickBooks in a few clicks. No more switching tabs and copying data line by line. 🕒 Save hours of manual work – Stop entering the same data twice. ❌ Reduce errors – Keep everything consistent between systems. 💸 Get paid faster – Move from project work to invoice to payment without delay. 🎯 Stay focused – Let Birdview handle the details while you focus on your work. How it works Exporting invoices from Birdview to QuickBooks is quick and simple: 1. Connect your QuickBooks integration Before you begin, make sure your Birdview account is connected to QuickBooks. You can find detailed instructions on how to set it up here. 2. Create an invoice in Birdview Build your invoice using project data like tasks, roles, time logs, and more. For a full guide, check out this article. 3. Export the invoice to QuickBooks Once your invoice is saved,... --- ### Birdview makes the 2025 Capterra shortlist for Project Portfolio Management Software > See why Birdview was named one of the top project portfolio management tools by Capterra in 2025—based on real user feedback and performance. - Published: 2025-03-24 - Modified: 2025-03-24 - URL: https://birdviewpsa.com/blog/birdview-2025-capterra-shortlist-for-project-portfolio-management-software/ - Categories: Product News See why Birdview was named one of the top project portfolio management tools by Capterra in 2025—based on real user feedback and performance. When it comes to project portfolio management, we believe the right tools can make all the difference. We’re excited to share that Birdview has been featured in the 2025 Capterra Shortlist for Project Portfolio Management Software! Let’s have a look at what this means, how the shortlist is determined, and why Birdview made the cut. What is Capterra? Capterra is one of the most trusted platforms for software reviews and comparisons, helping millions of businesses worldwide find the tools that best fit their needs. Its Shortlist report is an independent assessment of top-performing software solutions in a specific category—in this case, Project Portfolio Management (PPM). The Capterra Shortlist isn't a popularity contest or a sponsored roundup. Instead, it highlights products that have both high user ratings and a strong market presence, giving potential buyers a clear, objective overview of their best options. Ranking criteria To ensure fairness and objectivity, Capterra uses a mathematical approach to determine its Shortlist. It combines two key dimensions: Ratings Score: Based on the overall user rating for a product. Popularity Score: Based on search interest and web presence. These scores are mathematically combined to plot products on a grid and generate a final stack-ranked list, all without any vendor influence. The result? A reliable, data-driven view of the top software solutions in the PPM space. Why Birdview? Birdview is built for teams that manage more than just tasks—they manage strategic portfolios, shifting priorities, and complex resources across departments and clients. Here’s what sets Birdview apart:... --- ### Top 5+ professional services billing solutions in 2025 - Automate, Track, and Grow > Tired of chasing invoices? Discover professional services billing solutions! A way to simplify payments, save time, and keep revenue flowing. - Published: 2025-03-24 - Modified: 2025-03-24 - URL: https://birdviewpsa.com/blog/professional-services-billing-solutions/ - Categories: Professional Services, Software Ratings Let’s take a look at some of the best billing tools out there that can make managing your professional services a whole lot easier. Your billing process doesn’t have to be a bottleneck—it can actually be a competitive advantage. With the right system in place, invoicing, time tracking, and project management can be seamless. ▶️ That’s where the Birdview PSA comes in. It’s an all-in-one platform that handles everything from billing to client communications to resource management. No more switching spreadsheets or worrying about missed invoices! Birdview PSA automates the tedious stuff, cuts down on errors, and makes timely payments, giving you more time to focus on growing your business and delivering top-notch service to your clients. Sounds like a win-win, right? What is a professional services billing solution? A professional services billing solution helps businesses manage their billing process more easily. It automatically tracks time, expenses, and creates invoices for clients. It also helps businesses manage cash flow better. These systems can connect with project management tools, making it easy to track hours worked, project progress, and expenses in one place. Features to look for in a professional services billing solution Here are some key features that can help streamline your processes, save time, and make sure accurate billing 👇. 1️⃣ Track your time accurately: Accurate time tracking is necessary for professional services billing. By keeping track of billable hours, you can make sure that no time is wasted. 2️⃣ Track your expenses: Expense tracking is just as important. With a good solution, you can easily monitor all project-related costs, including overhead and additional expenses. 3️⃣ Use project management tools: Project management tools... --- ### Top 30+ AI project management tools in 2025 > Start using AI-powered project management tools to stay organized and avoid chaos. The right choice saves time and effort. Check out 30+ top AI tools now! - Published: 2025-03-20 - Modified: 2025-03-31 - URL: https://birdviewpsa.com/blog/project-management-ai-tools/ - Categories: Project Management, Software Ratings In this article, we'll highlight top AI tools for automation, risk management, and handling complex projects. Missed deadlines, budget overruns, and endless status updates don’t have to slow you down. AI-powered project management tools automate scheduling, task assignments, and risk detection, allowing you to focus on productive work. They dynamically adjust timelines, track budgets, and maintain team alignment without frequent check-ins. 🔷 In this article, we'll highlight top AI tools, including Birdview PSA, for automation, risk management, and handling complex projects. Whether you’re looking for enhanced planning, real-time tracking, or seamless collaboration, there’s an AI tool out there to fit your workflow. Let's find the right one for you. What are AI project management tools? AI project management tools take over repetitive tasks, predict risks, and organize workflows. These tools: 👉 Analyze data to provide insights. 👉 Track project progress in real time. 👉 Suggest actions to keep everything on schedule. 👉 Predict and flag potential delays before they become real problems. They do more than automate tasks—they think ahead. Managers and teams rely on AI to sort priorities, assign tasks, and adjust schedules in real time. Instead of wasting hours on manual updates, they focus on high-value work. 💡 AI-powered insights also improve decision-making by showing what’s working and what’s not. How is AI used in project management (PM)? AI project management software handles repetitive work, predicts problems, and keeps projects moving. Here’s what AI takes care of: ▶️ Task assignments: AI matches tasks with the right people based on skills, availability, and deadlines. No more manual switching. ▶️ Project scheduling: AI adjusts timelines automatically... --- ### Best resource management software made in Canada (2025) > Top Canadian resource management solutions: 1. Birdview PSA - project and resource management for professional services; 2. Replicon; 3. 7shifts; 4. SkyHive; 5. Folks HR. - Published: 2025-03-17 - Modified: 2025-03-17 - URL: https://birdviewpsa.com/blog/best-resource-management-software-canada/ - Categories: Resource Management, Software Ratings Explore top Canadian-made resource management software designed to help businesses manage their resources more efficiently. Keeping your resources organized and productive isn’t always easy. Between scheduling conflicts, tracking hours, and ensuring the right people are assigned to the right tasks, it can quickly become overwhelming. If you’re looking for a solution that helps you streamline operations and optimize team performance, you don’t need to look far. In this guide, we’ll explore top Canadian-made resource management software designed to help businesses manage their resources more efficiently. Top 5 resource management tools made in Canada Birdview PSA Replicon 7shifts SkyHive Folks HR 1. Birdview PSA (Toronto, Ontario) Birdview PSA is an end-to-end project and resource management software for professional services designed to help businesses manage resources, projects, and financials seamlessly. It is built to address challenges such as resource overload, inefficient project tracking, and a lack of visibility into team availability. With intelligent resource planning and reporting capabilities, Birdview PSA empowers organizations to make data-driven decisions and optimize resource efficiency. Key Features: Resource capacity planning – Helps managers understand workload distribution and availability, reducing burnout and optimizing team efficiency. AI-powered resource planning – Ensures that the right people are assigned to the right tasks, preventing overallocation and improving team productivity. Project management with customizable workflows – Allows teams to tailor workflows to their specific needs, improving collaboration and task tracking. Business intelligence reports and dashboards – Provides real-time insights into project performance and resource utilization, helping leaders make informed decisions. Invoicing and time tracking – Simplifies billing and ensures accurate time logs, reducing administrative overhead and improving... --- ### Best Professional Services Automation software made in Canada 2025 > Top Canadian PSA tools: 1. Birdview PSA - end-to-end professional services automation software; 2. Replicon; 3.OneDesk; 4. Clio; 5. Promys; 6. Cerri Project - Published: 2025-03-12 - Modified: 2025-04-27 - URL: https://birdviewpsa.com/blog/best-professional-services-automation-software-canada/ - Categories: Professional Services, Software Ratings We’ll walk you through the top Canadian PSA tools and help you decide which one is the best fit for your business. Running a professional services business is no small feat—you have to juggle project management, resource allocation, budgeting, invoicing, and client expectations all at once. Without the right tools, it’s easy to get overwhelmed by spreadsheets, missed deadlines, and administrative bottlenecks. Canada is home to some of the most reliable and feature-rich PSA solutions on the market. In this guide, we’ll walk you through the top Canadian PSA tools and help you decide which one is the best fit for your business. Top 6 PSA tools made in Canada Birdview PSA Replicon OneDesk Clio Promys Cerri Project 1. Birdview PSA (Toronto, Ontario) Birdview PSA is designed to help professional services teams improve visibility and control over projects, resources, and financials. Created by Logic Software Inc. and headquartered in Toronto, Ontario, Birdview offers an intuitive, all-in-one platform that enables organizations to optimize planning and execution. It is beneficial for the professional services industry because it provides an end-to-end solution that covers every stage of the service delivery cycle—from sales and project initiation to invoicing. This ensures seamless project execution, efficient resource allocation, and accurate financial tracking. With built-in invoicing capabilities, businesses can manage billing and financial operations directly within the platform, eliminating the need for third-party tools. Key Features: Project and resource management – Helps teams allocate resources effectively, avoid overallocation, and keep projects on track. Time tracking and expense management – Provides accurate time logs and expense tracking to ensure proper billing and cost control. Built-in invoicing for streamlined billing –... --- ### 6 best Project Management Software made in Canada (2025) > Top Canadian project management software: Birdview PSA - project management and PSA software, Function Point, AceProject, Traqspera, CMiC, Nutcache - Published: 2025-03-06 - Modified: 2025-03-12 - URL: https://birdviewpsa.com/blog/best-project-management-software-canada/ - Categories: Project Management, Software Ratings Let’s look at the best project management software in Canada 2025, and maybe the right choice will be found for itself. Canadian project management software isn’t just for Canadian businesses; it’s built to handle complex projects and international operations with ease. Whether you're managing resources, tracking budgets, or keeping remote teams aligned, the right tool makes all the difference. But how do you pick the best one? Let’s look at the best project management software in Canada 2025, and maybe the right choice will be found for itself. Best project management software made in Canada Birdview PSA Function Point AceProject Traqspera CMiC Nutcache 1. Birdview PSA - Best Canadian end-to-end project management and PSA software Birdview PSA is a project management tool developed by the Canadian company Logic Software Inc, headquartered in Toronto, Ontario. It is a comprehensive project management platform designed to optimize workflows, resource allocation, and team collaboration. The platform provides tools for project tracking, budgeting, and financial management, enhancing business efficiency and profitability. Key Features: Project and portfolio management – Provides a centralized platform to plan, track, and manage multiple projects efficiently. Resource planning and scheduling – Helps allocate resources effectively to avoid overloads and ensure balanced workloads. Time tracking and expense management – Enables accurate logging of billable hours and expenses for better cost control. Customizable BI reports and dashboards – Offers insights into project performance with real-time analytics and customizable visual reports. Workflow automation and forecasting – Streamlines processes with automation and helps predict project outcomes based on historical data. Enterprise-grade security and compliance – Ensures data protection and compliance with industry standards like SOC 2... --- ### Timesheet automation professional services: 2025 solution > Professional service firms spend too much time stuck in manual tracking—hours lost to errors, delays, and inefficiencies. Timesheet automation changes that. Automate now and focus on real work. - Published: 2025-02-28 - Modified: 2025-02-28 - URL: https://birdviewpsa.com/blog/timesheet-automation-professional-services/ - Categories: Professional Services Professional service firms spend too much time stuck in manual tracking—hours lost to errors, delays, and inefficiencies. Timesheet automation changes that. Automate now and focus on real work. Time tracking in professional services can be a challenge—balancing clients, projects, and billing all at once. But it doesn’t have to be. With ▶️ Birdview PSA, you can automate time tracking, billing, and compliance, making your workday smoother. Whether you’re in consulting, law, accounting, or IT, Birdview PSA handles it all—from accurate time logging to generating invoices. The best part? You’ll save time, reduce errors, and keep your clients happy. Ready to streamline your processes and grow your business? Let’s get started! Automated timesheets vs. manual time sheet management Manual Timesheet Management Automated Timesheet Management Manual entries take up time and can lead to mistakes, wasting billable hours. Automated timesheets save time and reduce errors by tracking time automatically. Mistakes in billing can upset clients and damage relationships. Automation makes sure accurate billing, leading to happier clients. It's hard to see project progress or profit in real-time, making decisions slower. Automated systems give real-time updates on projects, helping you make quick decisions. Billing delays can cause cash flow problems for the business. Automation speeds up billing, helping maintain steady cash flow. Manual work eats up time, reducing productivity for the whole team. Automation cuts down on manual work, freeing up time for important tasks. Manual tracking increases the risk of missing deadlines or breaking rules. Automated timesheets help certify compliance and meet deadlines. Time spent on manual work isn't billable, which cuts into revenue. Automation tracks billable hours, making sure you earn for all the time worked. Missed hours or... --- ### Workforce capacity planning​ for SMBs: 7-step process > Workforce capacity planning for SMBs doesn’t have to be chaotic. Tackle workload gaps and avoid last-minute hiring struggles with this 7-step process. - Published: 2025-02-28 - Modified: 2025-02-28 - URL: https://birdviewpsa.com/blog/workforce-capacity-planning/ - Categories: Professional Services, Resource Management Workforce capacity planning for SMBs doesn’t have to be chaotic. Tackle workload gaps and avoid last-minute hiring struggles with this 7-step process. Balancing staffing levels with changing business demands can be a real headache for mid-sized businesses. Overstaffing wastes resources, while understaffing leads to burnout and missed opportunities. The solution? Workforce capacity planning. By aligning your team with demand, you can uplift productivity and cut costs. ▶️ Birdview PSA takes it further. It helps you predict staffing needs, spot potential issues, and make sure your team is always in sync with the business flow. With Birdview’s enhanced resource planning center, you're not just managing—you're staying ahead, keeping things seamless and on track for growth! What is workforce capacity planning ? Workforce capacity planning is the process of making sure that an organization has the right number of employees with the appropriate skills at the right time to meet its business needs. It involves aligning staffing levels with current and future demands to avoid overstaffing or understaffing. 🎯 Key goals 👉 Balancing staffing levels: With capacity planning in workforce management, you can keep your staffing levels just right—enough to meet demand, but not so many that you’re wasting resources. 👉 Improving Productivity: By aligning the right people with the right tasks, you’ll make sure that everyone is working at their best, improving productivity. 👉 Cutting costs: The right planning helps avoid overstaffing, saving on unnecessary costs, and prevents the issues of understaffing, like burnout or missing business opportunities. Workforce capacity plan key components 1️⃣ Forecasting workforce needs Predicting your workforce needs is necessary for keeping your business running smoothly. It’s not just about... --- ### 10 Best Billing Software for Consultants in 2025 > Top Tools for Consultant Invoicing and Billing 1. Birdview PSA – End-to-end PSA Software 2. FreshBooks 3. QuickBooks Online 4. Xero 5. Zoho Invoice 6. Bonsai 7. Harvest 8. Wave 9. Bill.com 10. Paymo - Published: 2025-02-24 - Modified: 2025-05-15 - URL: https://birdviewpsa.com/blog/best-invoicing-software/ - Categories: Professional Services, Software Ratings We’ll walk you through the key features to look for and explore some of the best invoicing software for professional services. Accurate billing is critical for consultants. Whether you work independently or run a growing consulting firm, your billing software should make it easy to track time, invoice clients, and manage project costs without the headache. The right tool helps you get paid faster, stay compliant, and keep your clients happy. Consultants who aim to work smarter and deliver consistently high-quality service often struggle with time-consuming billing tasks and scattered financial processes. Manual invoicing, tracking hours, and managing payments across multiple systems can lead to delays, errors, and lost revenue. The good news? Specialized billing and invoicing software for professional services can automate these processes, reduce administrative workload, and improve accuracy. In this article, we’ll explore nine top billing solutions tailored to consultants—so you can simplify invoicing, get paid faster, and stay focused on serving your clients. In this article, we’ll look at 10 of the best billing software solutions for consultants in 2025—including Birdview PSA, a powerful platform designed specifically for professional services teams. Best professional services billing solutions – Top picks for 2025 Top Tools for Consultant Invoicing and Billing 1. Birdview PSA – End-to-end PSA Software 2. FreshBooks 3. QuickBooks Online 4. Xero 5. Zoho Invoice 6. Bonsai 7. Harvest 8. Wave 9. Bill. com 10. Paymo What Service Businesses Need Billing Software? Service-based businesses that bill clients for time, projects, or recurring services—such as Business consulting, Software development, Engineering, and IT providers—rely on billing software to streamline invoicing, track billable hours, and ensure timely payments. The right... --- ### IT capacity management & planning: Improve IT performance > IT capacity management & planning sets the stage for reliable systems. Tired of unexpected slowdowns? Find practical fixes that restore stability. - Published: 2025-02-21 - Modified: 2025-05-12 - URL: https://birdviewpsa.com/blog/it-capacity-management/ - Categories: blank, IT Services, Professional Services Managing IT capacity doesn’t have to be a headache. With the right tools, you can predict demand, optimize resources, and prevent costly slowdowns before they happen. Managing IT capacity doesn’t have to be a headache. With the right tools, you can predict demand, optimize resources, and prevent costly slowdowns before they happen. ▶️ Birdview PSA helps you stay ahead of the game by offering real-time insights, automated forecasts, and AI-powered recommendations. Say goodbye to scrambling last minute and hello to proactive IT management. Ready to make your IT systems run like a well-oiled machine? Let’s get started! What is the IT capacity management plan ? An IT capacity management plan helps an organization assure its IT resources match the needs of its operations. The plan focuses on predicting future demand and optimizing current resources. The goal is to prevent overuse or underuse of IT systems, maintaining a balance between available resources and system performance. ✅ Capacity management is at the heart of this process. It’s about understanding how your resources—like servers, storage, and networks—are being used and predicting when demand will increase. By staying ahead of potential problems, like slowdowns or crashes, IT teams can act early to prevent issues before they affect performance. Rather than waiting for something to break, capacity management helps keep systems in top shape all the time. If you’re interested in capacity forecasting, check out our guide to predicting future resource needs. ▶️ Capacity forecasting: how do you forecast your team’s capacity? ✅ Then, there’s capacity planning, which takes it a step further. It’s about looking at the past and forecasting what your IT needs will be in the future. By... --- ### Top software solutions made in Canada (2025) > Top software solutions in Canada: Birdview PSA – Project Management Software; FreshBooks – Accounting software; Shopify – E-commerce platform; Vendasta – CRM software; Dayforce – HR software. - Published: 2025-02-20 - Modified: 2025-03-17 - URL: https://birdviewpsa.com/blog/top-software-companies-in-canada/ - Categories: Professional Services, Project Management, Software Ratings If you’re looking for the best software solutions from Canada, here’s a list of top companies to consider. Canada has long been a hub for innovation, with its tech industry flourishing across various sectors. From project management and fintech to e-commerce and HR solutions, Canadian software companies are leading the way in creating tools that help businesses operate more efficiently. If you’re looking for the best software solutions from Canada in 2025, here’s a list of top companies to consider. Top software solutions made in Canada Birdview PSA – Project Management Software FreshBooks – Accounting software Shopify – E-commerce platform Vendasta – CRM software Dayforce – HR software Project management software Project management and productivity tools help businesses streamline their workflows, improve collaboration, and ensure projects stay on track. Whether managing resources, automating workflows, or enhancing communication, these Canadian companies provide essential solutions. Birdview PSA – project management software for internal and professional services teams Logic Software Inc. , a Canadian software development company, created Birdview PSA, which offers an all-in-one solution designed to help professional services firms streamline project management. With advanced resource planning, billing and invoicing, time tracking, and customizable dashboards, Birdview ensures teams have everything they need to optimize performance and profitability. Why Canadian businesses choose Birdview PSA Data hosted in Canada: Your data stays secure with Canadian-based hosting, ensuring compliance with local regulations and giving businesses peace of mind regarding data sovereignty. Implementation and support in Canada: With Birdview PSA, you get local expertise and dedicated support to ensure a smooth implementation and ongoing success for your business. Seamless integration: Birdview PSA allows connecting... --- ### Capacity utilization: Formula, types, & tools > Are you struggling to meet demands or wasting resources? Capacity Utilization is the solution. Learn how to calculate, identify types, and use the right tools to maximize output. Don't miss opportunities! - Published: 2025-02-18 - Modified: 2025-04-04 - URL: https://birdviewpsa.com/blog/capacity-utilization/ - Categories: Professional Services, Resource Management Learn how to calculate, identify types, and use the right tools to maximize output. Capacity utilization measures how much of a company's potential output is actually being used. Knowing this rate helps businesses understand how well they use their resources and meet demand. Without it, you risk wasting resources and missing opportunities for increased output. Using tools like Birdview PSA can really help here. It automatically calculates capacity for you. No more manual tracking! It saves time and gives you real-time insights that you can’t get from old methods. What is capacity utilization? Capacity utilization measures how much of a company's potential production capacity is being used. It compares the actual output with the maximum possible output if all resources were fully engaged. For professional services firms, capacity utilization metric tracks how well employees' time is spent on client projects. A low utilization rate might suggest that talent is underused, while a high rate could mean staff are stretched too thin. In physical product-producing companies, capacity utilization highlights how well equipment, labor, and materials are used to meet production targets. If the rate is low, it may signal missed opportunities or an underestimation of demand, while a higher rate could point to strong production but risks of overloading. Explore ▶️ Resource underutilization: Causes and solutions explained Capacity utilization formula To calculate capacity utilization, follow this simple formula 👇: Capacity Utilization = (Actual Output / Potential Output ) x 100 Where: Actual Output: The quantity of goods or services produced during a specific period. Potential Output: The maximum quantity of goods or services that could... --- ### Onboarding vs. implementation: why both matter? > Companies that excel at both onboarding and implementation ensure long-term client satisfaction. But how do they differ, and why are both essential? - Published: 2025-02-12 - Modified: 2025-04-10 - URL: https://birdviewpsa.com/blog/onboarding-vs-implementation-why-both-matter/ - Categories: Professional Services, Project Management Companies that excel at both onboarding and implementation ensure long-term client satisfaction. But how do they differ, and why are both essential? In professional services, onboarding and implementation are often used interchangeably, but they are two distinct processes with unique objectives. While both are important for clients, they require different strategies and tools. Companies that excel at both onboarding and implementation ensure long-term client satisfaction. But how do they differ, and why are both essential? Let’s break it down. What is customer onboarding? Customer onboarding is the process of building a strong relationship with new clients while guiding them through the setup and adoption of your product. It ensures they can become fully independent users by providing them with the necessary tools, knowledge, and support. After the initial implementation, onboarding continues with customer education and engagement, ensuring that the client’s team understands how to use the solution effectively, recognizes its value, and successfully integrates it into their daily workflows. Key characteristics of onboarding: Focuses on training, guidance, and user adoption. May continue beyond initial implementation for full adoption. Ensures clients achieve measurable success with the product. Example of onboarding in action: Using the Project Management Software example, onboarding includes: Training sessions for managers and employees. Customized tutorials or interactive guides. Regular check-ins to ensure clients use key features effectively. 💡 Even with perfect implementation, without proper onboarding, clients may not fully adopt or utilize the product, reducing long-term success. What is implementation? Implementation is the technical setup and execution of a product or service for a client. This process focuses on configuring the solution according to client needs, integrating it into their... --- ### Profit margins in time-and-material vs fixed-fee contracts > Discover how you can take control of your profit margins and turn those challenges into opportunities if you have the right tools and choose the right approach. - Published: 2025-01-29 - Modified: 2025-01-29 - URL: https://birdviewpsa.com/blog/profit-margins-in-time-and-material-vs-fixed-fee-contracts/ - Categories: Professional Services Discover how you can take control of your profit margins and turn those challenges into opportunities if you have the right tools and choose the right approach. Profit margins are the backbone of your business that keeps everything running smoothly and ensures your hard work pays off. But let’s be honest—managing those margins, whether you’re tackling fixed-fee projects with tight constraints or navigating the flexibility of time-and-materials (T&M) contracts, isn’t always easy. The good news is that you can take control of your profit margins and turn those challenges into opportunities if you have the right tools and choose the right approach. What is a time-and-material contract? A time-and-material (T&M) contract is a flexible agreement where you charge your client based on the actual time and resources spent on a project. Essentially, the client pays for the hours worked and the materials used to complete the job. This type of contract works best for projects where the scope, timeline, or requirements might evolve as the work progresses. Think of it as a “pay-as-you-go” plan. If the project takes longer or requires more resources, the client covers the additional costs. This plan is great for projects with many unknowns or when the client needs room to adjust their requirements along the way. T&M contracts reduce risk for your business by ensuring you're paid for everything you do. However, they require careful tracking of hours and expenses to provide transparency and prevent budget surprises for your client. The time-and-materials advantage: flexibility with accountability Time-and-material (T&M) projects are a breath of fresh air—you get paid for the actual time and resources spent, which means less financial risk for your organization.... --- ### Capacity requirement planning (CRP): Process, tools, & types > Capacity requirement planning (CRP) helps allocate resources accurately. Discover its process, tools, and types to streamline your operations. - Published: 2025-01-27 - Modified: 2025-01-27 - URL: https://birdviewpsa.com/blog/capacity-requirement-planning/ - Categories: Professional Services, Resource Management Capacity requirement planning (CRP) helps allocate resources accurately. Discover its process, tools, and types to streamline your operations. Smart capacity requirements planning (CRP) helps your business stay on track by matching resources with demand, avoiding delays, and controlling costs. By predicting future demand and making sure the right resources are available, CRP prevents bottlenecks and keeps operations smooth. In this article, you’ll learn how to implement CRP, whether manually or by using tools like Birdview PSA. Whether you’re in IT, engineering, or manufacturing, these strategies will help you manage resources proactively, meet deadlines, and keep clients satisfied—all while reducing unnecessary costs. What is capacity requirement planning (CRP)? Capacity requirements planning (CRP) is the process of making sure your business can meet its production goals. It involves comparing your planned production schedules with your actual capacity to identify any gaps or surpluses. With CRP, you can: 👉 Forecast demand to understand future needs 👉 Allocate resources proactively to meet those needs 👉 Align production with customer requirements This process helps you avoid overproduction or resource underutilization, keeping everything in balance. It makes sure you're prepared for growth without wasting valuable resources. Tools and software for CRP: features and benefits Tool/Software Description Key Features Benefits for CRP Capacity planning tools These tools focus on managing capacity using real-time data and predictive insights to simplify decision-making. - Real-time capacity tracking - Scenario modeling - Integration with production systems - Helps make quick decisions when needs change - Keeps operations running smoothly - Spots bottlenecks early to avoid delays Scheduling software Built to organize production schedules, these tools align timelines with resources... --- ### Birdview PSA is recognized as a Top Professional Services Automation Software of 2025 by Software Advice > Birdview PSA was particularly highlighted for its excellence in customer service, earning the highest rating in this category among the most popular PSA applications. - Published: 2025-01-24 - Modified: 2025-01-24 - URL: https://birdviewpsa.com/blog/birdview-psa-is-recognized-as-a-top-professional-services-automation-software-of-2025-by-software-advice/ - Categories: Product News, Professional Services Birdview PSA was particularly highlighted for its excellence in customer service, earning the highest rating in this category among the most popular PSA applications. We’re thrilled to announce that Birdview PSA has been ranked as one of the Best Professional Services Automation (PSA) Software solutions of 2025 by Software Advice! Birdview PSA was particularly highlighted for its excellence in customer service, earning the highest rating in this category among the most popular PSA applications. What is Software Advice? Software Advice is a platform that helps businesses identify software solutions that fit their needs. It draws insights from thousands of verified user reviews and direct conversations with buyers, making its rankings both reliable and user-focused. Their annual lists are designed to guide businesses toward tools that meet industry-specific challenges, offering a clear perspective in an often-crowded software marketplace. Ranking criteria The ranking process for Software Advice is thorough and data-driven. Here’s what went into creating this year’s list of top PSA software: 245 products evaluated: A broad spectrum of PSA tools was reviewed to ensure a comprehensive analysis. 5,086 verified reviews analyzed: Real user feedback provided valuable insights into usability, functionality, customer support, and value. 830 conversations with buyers: Direct buyer input revealed key needs and expectations for PSA tools. Independent research: Rankings were based on objective data, without considering vendor affiliations or client status. This methodology ensures the rankings reflect software that genuinely addresses the needs of professional services organizations. Why Birdview? Birdview PSA stood out in the rankings due to its exceptional customer service and robust feature set. Here’s what makes Birdview the go-to PSA software for businesses: Ease of use: Its project... --- ### Capacity management: Planning, process, & solutions > Want to improve your capacity management? Learn about the planning process and solutions to help your business meet client demands and future challenges. - Published: 2025-01-22 - Modified: 2025-01-22 - URL: https://birdviewpsa.com/blog/capacity-management/ - Categories: Professional Services, Resource Management Want to improve your capacity management? Learn about the planning process and solutions to help your business meet client demands and future challenges. Capacity management can feel like a never-ending challenge—balancing resources, projects, and client demands. But it doesn’t have to be! With the right tools, you can streamline resource planning, forecast needs, and keep track of progress effortlessly. Birdview PSA offers an all-in-one platform to manage everything from strategic planning to project execution. The best part? You'll save time, stay on top of capacity needs, and improve productivity, all without the headache. What is capacity management? Capacity management makes sure that your organization always has the right resources to meet customer demands. Whether you're managing production or IT, you need to assess resources, use data to make decisions, and align processes with demand. Without solid capacity management, you risk overloading resources or leaving them underused. Here are some terms you should be familiar with when managing capacity: 👉Component: A part of your capacity, like labor, equipment, or tech. 👉Capacity: Your system's potential output or tasks completed in a set time. 👉Capacity Plan: A document outlining resources and strategies for future demand. 👉Capacity Report: A snapshot of current capacity usage and performance. 👉Capacity Management Information System (CMIS): A tool for tracking and analyzing capacity data. 👉Performance: A measure of how well resources are being used. 👉Capacity Managers: The professionals ensuring resources are optimally used. Types of capacity management Type of Capacity Management Description Business Capacity Management Focuses on ensuring that a company has the right resources to meet its long-term goals and demands. Service Capacity Management Deals with managing the ability of services... --- ### What is utilization rate? How to track & calculate > What is utilization rate? Discover how to track and calculate it to improve your team's productivity and project profitability without overloading resources. - Published: 2025-01-19 - Modified: 2025-02-20 - URL: https://birdviewpsa.com/blog/utilization-rate/ - Categories: Professional Services, Resource Management Discover how to track and calculate it to improve your team's productivity and project profitability without overloading resources. Utilization rate reveals how much of your team’s available time is spent on productive, billable work. Whether you’re running a growing team or scaling operations, tracking and improving utilization isn’t optional—it’s foundational. We’re here to walk you through calculating it manually and automating the process with PSA tools like Birdview. By the end, you’ll have actionable steps to heighten productivity, balance workloads, and drive better results for your business. What is the utilization rate? Utilization rate measures the percentage of an employee's available working hours spent on billable tasks. To understand this better, consider key concepts like billable hours, capacity, and productivity. 👉 Billable hours represent the time you spend working directly for clients, generating revenue. 👉 Capacity is simply how many hours you have available to work. 👉 Productivity tracks what you accomplish during those hours. Together, these concepts help you zero in on what truly drives results for you and your clients. When you consider all three together, you can pinpoint what drives results. What is the utilization rate at a professional service firm? The utilization rate at a professional service firm is a key performance metric that quantifies the proportion of a team member's available working hours that are allocated to billable tasks. To calculate it, just divide the total billable hours by the total available hours. Utilization Rate = (Total Billable Hours / Total Available Hours ) × 100 Explanation: Total Billable Hours: The number of hours an employee spends on client work that can be... --- ### How to approach IT resource management: Practical step-by-step guide > How to approach IT resource management with a practical guide to reduce chaos, boost productivity, and turn your team into a powerhouse. - Published: 2025-01-14 - Modified: 2025-05-12 - URL: https://birdviewpsa.com/blog/it-resource-management/ - Categories: IT Services, Professional Services, Resource Management How to approach IT resource management with a practical guide to reduce chaos, boost productivity, and turn your team into a powerhouse. IT resource management goes beyond just tracking tools and tech—it’s about aligning your team and resources with your goals for smooth, unstoppable progress. Start by understanding your needs, picking solutions that grow with you, and building a flexible strategy. ▶️ Birdview PSA takes it up a notch. It doesn’t just help you manage; it predicts what's coming next, identifies bottlenecks early, and makes sure the right resources are in place. With Birdview, you're not just keeping pace; you're staying one step ahead, setting up your team for seamless growth and lasting success! What is resource management in IT? IT resource management involves planning, allocating, and overseeing an organization’s technology resources, including hardware, software, data, and personnel, to meet business needs and maintain smooth operations. 👉 It focuses on optimizing the use of these resources to support business goals, minimize waste, and reduce risks related to downtime, security, and compliance. What are the practical steps to implementing IT resource management? Let’s explore the following steps to help you choose, manage, and optimize your IT resources to meet your company’s current and future resource needs. ✅ Choosing the right IT resources for your business Start by understanding your business's current and future needs. Choose hardware and resource management software that can grow with you. 👉 Look for solutions that are secure, scalable, and easy to use. It’s also necessary to select tools that integrate smoothly with your existing systems for seamless operation. You’ll also need to decide whether to build an in-house... --- ### What are project management consultant tasks​ and how to schedule them? > What are project management consultant tasks? Solve scheduling chaos and take control with a clear approach that drives project success. - Published: 2025-01-02 - Modified: 2025-05-05 - URL: https://birdviewpsa.com/blog/project-management-consultant-tasks/ - Categories: Professional Services, Project Management What are project management consultant tasks? Solve scheduling chaos and take control with a clear approach that drives project success. A project management consultant handles tasks like managing resources, aligning stakeholders, and making sure the project stays on track. The easy way to schedule these tasks is by using software solutions like Birdview PSA. Using this software, consultants can automatically schedule tasks, allocate resources, and manage timelines, and even take full control with project plan templates for manual scheduling. 🔍 What is a project management consultant (PMC)? PMC’s are skilled at addressing the very challenges you might be facing project delay, poor resource allocation, and unclear goals They help by bringing the right expertise to guide your teams, make sure alignment, and get projects back on track. A project management consultant is your solution when you need to improve project outcomes. If you're in a mid-sized company, they step in to fill the gaps where your internal teams might lack the skills or capacity to handle complex projects. What sets consultants apart is their fresh perspective. Unlike in-house project managers, they can quickly spot inefficiencies and offer actionable solutions customized to your needs. Their focus is on managing risks while making sure that your projects align with your company’s larger objectives. Checklist ▶️ Assess if your business needs a project management consultant Indicator Yes No Persistent project failures or delays ✅ ❎ Lack of in-house expertise for large or technical projects ✅ ❎ Struggling with resource allocation or team communication ✅ ❎ Inability to meet deadlines or stick to budgets ✅ ❎ Unclear project goals or objectives ✅ ❎ How... --- ### How to build a resource management plan? > Are you frustrated with messy project resources? Build a clear resource management plan today and experience smooth execution. - Published: 2025-01-02 - Modified: 2025-02-17 - URL: https://birdviewpsa.com/blog/resource-management-plan/ - Categories: Professional Services, Resource Management Are you frustrated with messy project resources? Build a clear resource management plan today and experience smooth execution. Proactive resource management planning keeps your project on track, within budget, and hitting targets. In this article, you’ll learn how to build a resource management plan (both, manually & with software) that gets the most out of your team, materials, and tools. Whether you’re in IT, consulting, or engineering, these strategies will help you tackle resource challenges and keep projects moving forward. What are resources in project management? In project management, resources refer to all the assets required to complete a project successfully. This includes 👇: People (team members or contractors) Equipment Tools Materials Budget Facilities Resources are necessary in achieving project objectives and influence the project's timeline and costs. What is a resource management plan? A resource management plan focuses on planning, allocating, and overseeing all resources—people, equipment, materials, time, and budget—so you can keep everything running smoothly throughout the project. The plan shows you exactly how to acquire the resources, assign them to the right tasks, and track their usage to prevent any wastage or shortages. Try Birdview PSA It helps you make sure your project needs match what’s available and that each team member is placed where their skills will be put to best use. By setting clear guidelines for procurement and distribution, you’ll avoid delays and cost overruns. Why create a resource management plan? Here are the reasons why you should create a resource management plan: 1️⃣ Clearly define roles and responsibilities so everyone understands their tasks from the start. 2️⃣ To avoid confusion, allocate resources—team... --- ### Professional services trends in 2025: What you need to know > Professional services trends in 2025 are reshaping how businesses grow. Struggling to stay ahead? Discover the changes and stay on top of the competition. - Published: 2024-12-23 - Modified: 2024-12-23 - URL: https://birdviewpsa.com/blog/professional-services-trends/ - Categories: Professional Services Professional services trends in 2025 are reshaping how businesses grow. Struggling to stay ahead? Discover the changes and stay on top of the competition. As we move from 2024 to 2025, the professional services industry will experience major changes. Technological advancements, evolving client needs, and new workforce trends are set to reshape the sector. To stay ahead, you must act fast. Embrace these shifts or risk being left behind. Adapt by understanding the emerging trends and taking immediate action to adjust your strategies. Stay agile, focus on client needs, and invest in innovation. 2025 is almost here—make sure you're ready to lead the way! Trend #1 - The rise of AI and automation AI and automation are no longer optional for professional services firms—they’re a must. If you haven’t started integrating these technologies into your business yet, you’re already behind. AI is reshaping every part of how services are delivered. It's not just about automating routine tasks anymore; AI is improving decision-making, boosting productivity, and cutting down on human error. If you're still on the sidelines, it’s time to act. AI adoption isn’t a passing trend—it’s a necessity. The numbers don’t lie: companies that have already adopted AI saw a 37% increase in productivity. As AI continues to evolve, this growth will only get faster. By 2025, firms that haven’t embraced AI will fall behind their more tech-savvy competitors. According to McKinsey, AI could add $13 trillion to the global economy by 2030. The future of professional services depends on AI integration. Now is the time to jump in. AI adoption: The new professional services industry standard Over 80% of businesses are already using... --- ### Best apps for consultants: simplify, save time, and increase revenue > Tired of managing tasks manually? Explore the best apps for consultants to simplify workflows, save hours daily, and grow revenue. - Published: 2024-12-22 - Modified: 2025-05-16 - URL: https://birdviewpsa.com/blog/best-apps-for-consultants/ - Categories: Professional Services, Software Ratings Tired of managing tasks manually? Explore the best apps for consultants to simplify workflows, save hours daily, and grow revenue. Consulting can be overwhelming—balancing clients, projects, and finances all at once. But it doesn’t have to be. With the right apps, you can automate project management, time tracking, and financial tasks so you can focus on what matters ▶️ “delivering results. ” Birdview PSA offers an all-in-one solution to manage everything from planning to billing. The best part? You’ll save time, stay organized, and grow your business without the hassle. Ready to make your workday a little easier? Let’s get started! Why choosing the right apps matters? Technology is transforming the way consulting firms manage their workflows. The right apps can streamline operations, automate repetitive tasks, and reduce errors, giving your firm a competitive advantage. By eliminating manual processes, you can scale your business without increasing overhead. With the right tools, you’ll enhance collaboration, track resources in real time, and provide clients with faster, more accurate updates. Apps also simplify data analysis, empowering you to make informed decisions. This helps you meet client demands swiftly, improve service quality, and drive client satisfaction. Shifting from traditional methods to modern software-driven approaches can dramatically improve your firm's operations. Let’s take a closer look at how these two approaches compare across key business aspects. Traditional approaches vs. modern software-driven methods Aspect Traditional Approach Modern Software-Driven Approach Efficiency Manual processes and paperwork cause delays and mistakes. Automation speeds up tasks and cuts errors. Scalability Growth requires more staff and resources. Software adapts to your needs, supporting growth without extra costs. Client communication Email and... --- ### Introducing Invoicing for Birdview > We’re excited to announce the release of Invoicing in Birdview aimed at streamlining your project billing process directly within the platform. - Published: 2024-12-17 - Modified: 2025-01-14 - URL: https://birdviewpsa.com/blog/introducing-invoicing-for-birdview/ - Categories: Product News We’re excited to announce the release of Invoicing in Birdview aimed at streamlining your project billing process directly within the platform. We’re excited to announce the release of Invoicing in Birdview! This new feature enables you to streamline your project billing process directly within the platform, saving you time and keeping everything organized. Whether you’re managing Time & Material or milestone-based projects, Birdview Invoicing has the tools you need to handle billing effortlessly. What capabilities are available in Birdview’s Invoicing Here’s what you can do with the first release: 📃 Invoice a project Invoice a project, incorporating its associated time logs and expenses or flat fee activities, keeping your billing organized and clear. ⚙️ Customizable details Add critical information like time logs and expenses from the project, and include custom line items. 🔍 Preview and finalize Before sending your invoice, review it to ensure all details are accurate and professional. This step ensures confidence and clarity in your billing process. ✅ Multiple output options Once finalized, you can print the invoice or save it as a PDF for record-keeping—all with just a few clicks. How it works Invoicing is now available in Feature labs for Birdview PSA Team and Birdview PSA Enterprise plans only. After the beta period, this feature will be exclusive to Birdview PSA Team and Birdview PSA Enterprise plans. Follow these steps to activate and use the feature: 1. To begin, log into your Birdview account. Click on your avatar located in the bottom-left corner of the screen. From the menu, select Feature labs and locate the Invoicing feature. Activate it for your account, and you’re ready to... --- ### ClickUp alternatives: top picks in 2025 > What are the best ClickUp alternatives? Explore the reasons you might consider looking for alternatives. - Published: 2024-12-10 - Modified: 2024-12-10 - URL: https://birdviewpsa.com/blog/clickup-alternatives/ - Categories: Software Ratings What are the best ClickUp alternatives? Explore the reasons you might consider looking for alternatives. Finding the right project management tool can feel like finding the perfect pair of shoes—it needs to fit your team’s needs, be comfortable to use, and support you as you scale. ClickUp is a popular choice for many, thanks to its extensive features and flexibility. But let’s be real—not every tool is a one-size-fits-all solution, and that’s okay. If you’re here, chances are you’re wondering if there’s something out there that might work better for your unique needs. Let’s talk about why ClickUp might not always hit the mark and explore the reasons you might consider looking for alternatives. Why look for ClickUp alternatives? ClickUp has a lot going for it, but like any tool, it has its quirks—and some of them can make managing your work more complicated than it needs to be. Let’s dive into the pain points you might be facing. 1. Information is siloed in folders Have you ever felt like you’re playing hide-and-seek with your data? ClickUp’s folder structure is designed to keep things organized, but sometimes it feels like it’s doing the opposite. Instead of seeing the bigger picture, information can get buried, leaving you and your team hunting through layers of folders just to find what you need. 2. Poor search features, especially for documents A robust search function can save you hours of frustration, but ClickUp’s search often leaves you scrolling through irrelevant results, particularly when you’re looking for specific documents. If you’ve ever wished for a smarter, faster way to find... --- ### The best IT project management software for team collaboration in 2025 > Explore top IT project management tools that will elevate your projects, streamline workflows, and drive success to your IT service business. - Published: 2024-12-06 - Modified: 2025-05-12 - URL: https://birdviewpsa.com/blog/best-it-project-management-software/ - Categories: IT Services, Professional Services, Project Management, Software Ratings Explore top IT project management tools that will elevate your projects, streamline workflows, and drive success to your IT service business. Managing complex projects requires seamless collaboration between team members in the IT industry. To make sure your team works proactively, you need to 👇 Define, assign, and schedule tasks clearly to keep everyone on track. Enable team members to share updates and communicate progress. Securely store and manage project files and assets. Provide a system for gathering feedback, reviews, and approvals. Integrate with the other software and platforms you use daily. Automate workflows to reduce repetitive tasks and improve efficiency. 👉 The best project management tools will help you achieve all this and more. This article will guide you through the essential features to look for when evaluating different IT project management tools. We’ll start by discussing simple tools for task management, team communication, and file storage, then dive into the features needed for more complex, cross-functional projects. 💡 What is an IT Project Management Software? IT project management software is designed to help teams efficiently manage and execute IT projects. It provides the structure and tools necessary for planning tasks, allocating resources, and tracking project progress in real time, ensuring teams stay on schedule and meet deadlines. ▶️ Key features typically include: Task assignment and time tracking to keep projects on track and monitor team productivity Customizable workflows that match the specific needs of the team or project Project visibility through Gantt charts, Kanban boards, and dashboards to offer clear overviews Collaborative tools such as file sharing, messaging, and approval tracking for seamless communication across teams System integrations to... --- ### Best Consulting Project Management Software: 2025 Picks > Explore the best consulting project management software to streamline your workflows, manage clients, and deliver organized service. - Published: 2024-12-03 - Modified: 2025-05-16 - URL: https://birdviewpsa.com/blog/consulting-project-management-software/ - Categories: Professional Services, Software Ratings Explore the best consulting project management software to streamline your workflows, manage clients, and deliver organized service. Consultants and consulting firms often manage numerous clients, complex deliverables, and cross-functional teams. Without the right professional services automation software, things can quickly spiral into chaos, resulting in the following 👇 🚨 Missed deadlines – Leads to unhappy clients and lost opportunities. 😟 Dissatisfied clients – Dissatisfaction from unmet expectations. ⏳ Wasted time – Manually tracking tasks, budgets, and timelines. Common challenges in the consulting world include managing scope creep, which involves unplanned changes or additions to the project scope, and balancing team workloads to ensure that no one is overwhelmed or underutilized. Additionally, a lack of project visibility makes it difficult to maintain a clear overview of all ongoing initiatives, leaving teams scrambling to stay on track. Whether you’re an independent consultant or part of a larger consultancy firm, your time is valuable, and you don’t want to waste it on ineffective or overly complicated processes. The right project management solution helps you: ✅ Stay organized – Know exactly what’s happening across all projects. ✅ Track progress – Keep tabs on tasks, timelines, and budgets. ✅ Focus on growth – Spend more time scaling your business and less time putting out fires. Ready to level up? In this article, we’ll talk about: 🔍 How to choose the perfect project management tool 💼 Top features to look for #️⃣ Best consulting project management tools 📈 How the right software drives business growth Let’s explore how to make your consulting practice better, more productive, and more profitable. 💡 What is Project... --- ### 13 top customer success software 2025 > We’ll explore what customer success software is and what the best customer success tools there are for you to find the right solution for your team. - Published: 2024-11-28 - Modified: 2025-04-10 - URL: https://birdviewpsa.com/blog/top-customer-success-software/ - Categories: Professional Services, Software Ratings Explore what customer success software is and what the best customer success tools there are for you to find the right solution for your team. Building lasting relationships with your customers and ensuring they find success with your product is no small feat. That’s where customer success software steps in—a game changer that helps you proactively guide your customers toward achieving their goals while reducing churn. We’ll explore what customer success software is and what the best customer success tools there are for you to find the right solution for your team. What is customer success software? At its core, customer success software is a tool designed to help you monitor, manage, and enhance the experience your customers have with your business. Think of it as your secret weapon for keeping customers happy and loyal. It does this by centralizing key data about your customers, such as their usage patterns, health scores, and communication history. This gives your team the insights they need to take proactive steps, like identifying customers who might need extra help or upsell opportunities when the time is right. In short, it helps you move from being reactive (responding only when something goes wrong) to being proactive—ensuring customers succeed before problems arise. Key features in a customer success software Let’s get practical. What features should you look for in customer success software? More importantly, how do they address the challenges you face daily? 1. Lifecycle management 📍 Challenge: Your customers have different needs at different stages. Onboarding a new customer isn’t the same as renewing an established one, and treating them the same way can hurt their experience. 💡 Solution: Lifecycle... --- ### Resource underutilization: how to identify skills underutilized or overutilized? > Is resource underutilization hurting your business? Uncover the hidden causes and learn powerful strategies to optimize your resources today! - Published: 2024-11-27 - Modified: 2024-12-04 - URL: https://birdviewpsa.com/blog/resource-underutilization/ - Categories: Professional Services, Resource Management Is resource underutilization hurting your business? Uncover the hidden causes and learn powerful strategies to optimize your resources today! Let's discuss something that can seriously hinder your business: resource underutilization. This occurs when your valuable resources—your skilled employees—aren't working to their full capacity. For mid-sized businesses, this isn't just a minor setback; it's a major roadblock to growth and profitability. We are here to give you the lowdown on how to spot this issue and fix it. We're talking practical steps that lead to a happier, more productive team... and a more successful business. Here's what you'll get from this post 👇 1️⃣ You'll learn how to pinpoint where your resources aren't being used well. 2️⃣ You'll discover ways to improve how you assign tasks. 3️⃣ You'll get insights into creating a company culture where everyone feels valued and empowered. It's all about getting the most out of your team's skills and watching your business thrive. Let's get started! 💡 What is resource underutilization? Resource underutilization happens when workers are not assigned tasks or responsibilities that match their skills, potential, or capacity. It’s not just about underwork; it’s about having people in roles where their abilities go unchallenged or underappreciated. When employees aren't given the chance to contribute fully, it hurts the individual, the team, and the business as a whole. What is skill utilization in the workplace? Skill utilization in the workplace is all about making the most of your team's talents. It's about putting those skills to work, not letting them sit idle. Think of it this way: you've invested in your people, now it's time to... --- ### ERP vs PSA: why professional services need more than just ERP > The Limitations of ERP for Managing Professional Services. 1. ERP has insufficient capabilities for professional services. 2.The ERP system is not designed to manage customer projects and resources - Published: 2024-11-27 - Modified: 2024-12-04 - URL: https://birdviewpsa.com/blog/why-professional-services-need-more-than-erp/ - Categories: Professional Services, Resource Management The Limitations of ERP for Managing Professional Services. 1. ERP has insufficient capabilities for professional services. 2.The ERP system is not designed to manage customer projects and resources For professional services organizations looking to achieve operational excellence and boost profitability, relying solely on an ERP system is no longer enough. By integrating PSA software into their operations, organizations can gain the insights, tools, and capabilities they need to succeed in today’s competitive landscape. In today’s fast-paced business environment, professional services organizations, including consulting firms, IT services, law firms, and marketing agencies, are constantly striving to improve efficiency, enhance client satisfaction, and maintain profitability. A critical part of achieving these objectives is having robust software solutions in place to manage operations. Enterprise Resource Planning (ERP) systems have traditionally been a cornerstone of business management, offering a unified platform for managing finances, operations, and resources. However, when it comes to professional services organizations, an ERP system alone is often not enough. Professional services firms are unique in that their success hinges not only on managing internal operations but also on effectively managing client projects, resources, and delivery. These organizations deal with complex, project-based workflows that require precise resource allocation, client communication, and financial management—all in real time. This is where Professional Services Automation (PSA) software comes in, offering specialized capabilities that ERP systems often lack. What is an ERP System? An Enterprise Resource Planning (ERP) system is a suite of integrated software applications that organizations use to manage and automate various back-office functions, such as finance, human resources, procurement, supply chain, manufacturing, and more. The primary goal of an ERP system is to streamline operations by centralizing data and automating... --- ### What is a resource allocator? Resource allocator role, responsibilities, and best practices > What is a Resource Allocator? Learn the role, key responsibilities, and best practices to improve resource management and drive business success. - Published: 2024-11-25 - Modified: 2024-12-05 - URL: https://birdviewpsa.com/blog/resource-allocator/ - Categories: Resource Management What is a Resource Allocator? Learn the role, key responsibilities, and best practices to improve resource management and drive business success. A resource allocator is the person responsible for deciding where and how resources—such as time, money, and manpower—are distributed within a business or project. This role demands quick, smart decisions to maximize the use of available assets while driving business goals forward. In small to mid-sized companies, resource allocation can often be a balancing act, requiring flexibility and hands-on involvement from those in charge. In smaller businesses, resources are often tight. So, the person in charge has even more responsibility. You’re making sure every dollar, hour, and bit of energy goes toward what really matters. You might not have tons of money or manpower to spread around, so making the right call can make or break a project. 💡 Purpose of the article This article is designed to help you—whether you're a mid-level manager, team lead, or a small business owner—take control of your resource management. If you’re struggling to get the most out of your available resources, these tips will give you the tools you need to make the right decisions and improve outcomes. What is resource allocation? Resource allocation is the process of distributing available resources—like people, money, materials, and equipment—across various projects or tasks. It involves making decisions on how to use these resources efficiently to achieve specific goals. The aim is to make sure that every project has the right support at the right time. Here’s a breakdown of what’s involved: Resource Type Key Elements Human Resources Skills, time, availability, team size Financial Resources Budget, capital,... --- ### Top 14 Monday alternatives 2025 > Let’s dig into why it might be time for a change and what top Monday.com alternatives are worth considering. - Published: 2024-11-17 - Modified: 2024-12-06 - URL: https://birdviewpsa.com/blog/top-monday-alternatives/ - Categories: Professional Services, Project Management, Software Ratings Discover what top Monday.com alternatives are worth considering. So, you’ve been using Monday. com for your project management needs. At first, it probably felt like a game-changer with its colorful boards and intuitive setup. But as your projects grew more complex, maybe you started noticing some cracks in the surface. If you’ve found yourself wondering if there’s something out there that fits your workflow better, you’re in the right place. Let’s dig into why it might be time for a change and what top Monday alternatives are worth considering. Why look for Monday alternatives? Monday. com can feel like a breath of fresh air at first. But as you go deeper, things can start to get a bit tricky. So why do teams start looking for Monday. com alternatives? Let’s explore those pain points and why finding the right fit matters for your team’s workflow. Monday. com cons: 1. Complicated permission settings Have you ever tried setting up user permissions on Monday. com and felt like you were lost in a maze? You end up spending way more time than you’d like trying to make sure only the right eyes have access to certain information. It’s frustrating, especially when managing sensitive projects where confidentiality is key. 2. Limited cross-workspace views Monday. com’s workspace system, while useful in some ways, can leave you feeling like you’re piecing together a puzzle without the full picture. Getting that high-level overview you need to make strategic decisions is hard. This lack of visibility is more than an annoyance for teams working on... --- ### Top 12 Smartsheet alternatives 2025 > We’ll walk you through the top Smartheet alternatives and their features to help you find the best fit for your project management style. - Published: 2024-11-07 - Modified: 2024-12-06 - URL: https://birdviewpsa.com/blog/top-smartsheet-alternatives/ - Categories: Professional Services, Project Management, Software Ratings We’ll walk you through the top Smartheet alternatives and their features to help you find the best fit for your project management style. Let’s face it—finding the right project management tool isn’t always easy. There are so many options out there, each with its strengths and each promising to be “the one. ” If you’re here, it’s probably because you’ve given Smartsheet a try. And maybe it’s helped in some ways, but it hasn’t quite met all your needs. This article is here to help you explore tools that might fit your workflow, your team’s needs, and your vision a little better. We’ll walk you through the top Smartheet alternatives and their features to help you find the best fit for your project management style. Why look for Smartheet alternatives? Smartsheet has a solid foundation and is packed with features, but it also has some rough edges that can make managing projects more challenging than it should be. Here are some common reasons Smartsheet users start exploring other options. Smarsheet cons: 1. Outages that disrupt workflows We all can imagine ourselves in the middle of a busy workday. And nothing can be worse at that moment than finding Smartsheet is down. Outages, unfortunately, aren’t rare with Smartsheet. 2. Permissions that complicate rather than simplify Smartsheet’s permission system feels more like a puzzle than a helpful tool. Smartsheet’s setup often leads to accidental oversights or endless permissions-checking. 3. Workarounds for basic formula functionality Sometimes, you just need a quick formula to pull data or calculate a few figures. However, Smartsheet can turn even basic tasks into workaround-heavy projects. 4. Hard-to-get reports Reporting should be... --- ### What is a cross-functional team, and how PSA software can help manage it better > We will explain what a cross-functional team is, what challenges it brings alone, and how PSA software helps to tackle them effectively. - Published: 2024-11-03 - Modified: 2024-12-05 - URL: https://birdviewpsa.com/blog/what-is-a-cross-functional-team/ - Categories: Professional Services, Project Management Discover what a cross-functional team is, what challenges it brings alone, and how PSA software helps to tackle them effectively. Having different types of expertise and people working together can help companies achieve their goals and increase efficiency. This is when cross-functional teams come into play. While cross-functional teams bring many benefits, they might be challenging to build and manage in the first place. In this article, we will explain what a cross-functional team is, how to build and manage such a team, what challenges they bring alone, and how PSA software helps to tackle them effectively. What is a cross-functional team? Let’s start with the basics - a cross-functional team definition. A cross-functional team is a group of team members with various skill sets and expertise typically gathered from different departments working together to achieve common goals. Cross-functional teams strongly rely on collaboration and communication to ensure their processes are streamlined, and goals are clearly defined. Depending on the type of your organization, cross-functional teams can be temporary or permanent. Benefits of cross-functional teams There are several reasons why your organization might need a cross-functional team on board: Companies that effectively use cross-functional teams report a 15% increase in on-time project delivery and enhanced customer satisfaction. Cross-functional teams bring diverse perspectives to problem-solving, resulting in faster decision-making and more innovative solutions. By pooling resources and expertise, cross-functional teams help organizations adapt faster to new market changes and industry challenges. Such a team applies a holistic approach to project management, considering multiple business facets (e. g. , customer satisfaction perspective or operational efficiency point of view), resulting in scalable and... --- ### What is cost overrun? How to prevent it in your projects > In this article, we dive into the concept of cost overrun, what the root causes are, and how to overcome and prevent cost using tools such as Birdview PSA. - Published: 2024-10-30 - Modified: 2024-11-22 - URL: https://birdviewpsa.com/blog/cost-overrun-how-to-prevent-it/ - Categories: Professional Services, Project Management In this article, we dive into the concept of cost overrun, what the root causes are, and how to overcome and prevent cost using tools such as Birdview PSA. Your project can go downhill if you are not careful with your budget. Cost overruns are something that many projects face. Whether it’s construction, IT, or professional services, going over budget can lead to project delays, wasted resources, and even project failure. That’s why it’s important to understand the root causes of cost overruns and implement effective strategies to prevent them. . In this article, we will take a detailed look at the main causes, and how to overcome and prevent cost overruns using tools like Birdview PSA. What is cost overrun? When you overrun your costs, it means the project’s actual costs exceed the allocated or estimated budget. According to a study by McKinsey, 66% of technology projects experience cost overruns, with 20% of them falling short of delivering the expected results. Quite a problem, right? So, what are the common causes of such a disparity? ✔ Inaccurate cost estimates: This simply means the team tasked with preparing the budget underestimated the required resources or project scope. ✔ Unforeseen risks: Sometimes predicting the future can be a tough ask. That means unforeseen circumstances can emerge leading to sudden changes in scope, materials, or labor costs. ✔ Ineffective communication: Lack of communication between stakeholders and the project team can lead to serious cost overruns. Cost overrun in project management Project management professionals often deal with cost overruns. This impacts many aspects of a project, including scope, schedule, and quality of deliverables. When costs exceed expectations, project managers often have to... --- ### Top 12 Teamwork alternatives 2025 > Take a look at the top 12 Teamwork alternatives, their key features, and user reviews to give you as much information as possible before you make the final choice. - Published: 2024-10-25 - Modified: 2025-04-16 - URL: https://birdviewpsa.com/blog/top-teamwork-alternatives/ - Categories: Professional Services, Project Management, Software Ratings Take a look at the top 12 Teamwork alternatives, their key features, and user reviews to give you as much information as possible before you make the final choice. Teamwork is a quite popular tool among project managers, and yet, it may not fit your organization's needs. When it comes to choosing the right tool for your teams and projects or finding a replacement for existing software, it’s important to consider and evaluate different options available in the market. Luckily, we’re here to help you minimize the list of these tools. In this article, we will take a look at the top 12 Teamwork alternatives, their key features, and user reviews to give you as much information as possible before you make the final choice. Why look for Teamwork alternatives? Teamwork certainly has its strengths, but it’s not without flaws. If you’re reading this, you’ve probably already noticed some or most of these pain points. Teamwork cons: 1. Clunky user interface One of the most common complaints about Teamwork is its user interface. It can feel outdated and cluttered at times. It also takes longer to navigate through its features. 2. Limited customization Many users note that they wish to have more options for customizing Teamwork’s features to fit their process. For instance, you can't tailor workflows or adjust dashboards. 3. Pricing structure As with any other software, Teamwork offers a variety of pricing plans. At the same time, some users feel the platform can get pricey, especially when adding in extra features or integrating with third-party tools. For growing teams, that cost can add up quickly. 4. Inconsistent support experience Some users report that the response form the... --- ### Birdview successfully completes SOC 2 Type II audit > This milestone demonstrates Birdview’s commitment to maintaining the highest standards of data security, privacy, and operational excellence for our customers. - Published: 2024-10-25 - Modified: 2024-10-25 - URL: https://birdviewpsa.com/blog/birdview-completes-soc-2-type-ii-audit/ - Categories: Product News Completing the SOC 2 Type II audit confirms Birdview’s adherence to these criteria, particularly focusing on the security aspects that matter most to our customers. We are excited to announce that Birdview has successfully completed the AICPA Service Organization Control (SOC) 2 Type II audit. This significant milestone demonstrates Birdview’s ongoing commitment to maintaining the highest standards of data security, privacy, and operational excellence for our customers. What is SOC 2 Type II certification? The SOC 2 Type II audit is an extensive, independent assessment of an organization's information security policies, procedures, and operations. Developed by the American Institute of Certified Public Accountants (AICPA), it is designed to ensure that a company effectively safeguards customer data over time, adhering to strict security protocols. SOC 2 Type II focuses on five key Trust Service Criteria: Security: Protecting systems against unauthorized access. Availability: Ensuring systems are operational and accessible when needed. Processing integrity: Ensuring that systems process data accurately and in a timely manner. Confidentiality: Safeguarding sensitive information from unauthorized disclosure. Privacy: Protecting personal information and ensuring it is handled appropriately. Completing the SOC 2 Type II audit confirms Birdview’s adherence to these criteria, particularly focusing on the security aspects that matter most to our customers. What does this mean for Birdview and our customers? For Birdview, achieving SOC 2 Type II compliance represents a significant achievement in our journey to enhance the security and reliability of our services. This audit result validates that our internal controls and processes meet the industry’s most rigorous standards for safeguarding data. For our customers, this certification translates to greater peace of mind. Our enterprise security framework is designed to handle... --- ### 10 best project management software with client portal 2025 > We’ll explore 10 of the best project management software with client portal so you can improve collaboration, save time, and keep everyone on the same page. - Published: 2024-10-21 - Modified: 2025-04-16 - URL: https://birdviewpsa.com/blog/best-project-management-software-with-client-portal/ - Categories: Professional Services, Project Management, Software Ratings Explore 10 of the best project management software with client portal so you can improve collaboration, save time, and keep everyone on the same page. Still reaching out to clients via email and missed calls just to share project updates? There‘s a better way to collaborate. Project management software with a built-in client portal simplifies communication by giving your team and clients a shared, secure space for real-time updates. You can collect feedback, share files, and track progress–all in one centralized place. You want your clients to feel confident and informed, but constant emails, calls, and meetings can quickly become time-consuming. That‘s where project management software with a client portal makes a difference. In this article, we‘ll explore 10 of the best project management tools that include client portals–so you can improve collaboration, save time, and keep everyone on the same page. How Project Management Software with a Client Portal Works Project management software with a client portal allows internal teams to collaborate efficiently while giving external clients secure, limited access to project updates, documents, and communication. This setup keeps clients engaged and informed–without overwhelming them with internal details that don‘t concern them. For example. Imagine an engineering firm working on a large-scale infrastructure project. Internally, engineers and project managers use the platform to coordinate tasks, monitor timelines, manage technical documentation, and track progress across multiple teams. Meanwhile, the client accesses a secure portal to view project milestones, review design updates, submit approvals, and stay informed about construction phases or compliance checks. The firm controls exactly what the client sees, ensuring sensitive internal planning or preliminary notes stay private. At the same time, clients stay... --- ### Top 18 Microsoft Project alternatives > In this article, we’ll look at 18 top Microsoft Project alternatives that can help you streamline your workflow, improve team collaboration, and take your project management to the next level. - Published: 2024-10-16 - Modified: 2024-12-06 - URL: https://birdviewpsa.com/blog/top-ms-project-alternatives/ - Categories: Professional Services, Software Ratings Look at 18 top Microsoft Project alternatives that can help you streamline your workflow, improve team collaboration, and take your project management to the next level. When it comes to managing projects, especially complex ones, the right tool can make all the difference between hitting your goals and feeling constantly behind. You may have heard of or even used Microsoft Project, which has long been a go-to solution for project managers. But let’s be honest—it’s not always the easiest tool to work with. Luckily, there are plenty of fantastic alternatives out there that offer all the power of Microsoft Project, but with added flexibility and usability, that might make your workday a whole lot easier. In this article, we’ll look at 18 top Microsoft Project alternatives that can help you streamline your workflow, improve team collaboration, and take your project management to the next level. Why look for Microsoft Project alternatives? If you’re reading this, chances are you’ve encountered some roadblocks with Microsoft Project. And you’re not alone—while it’s a powerful tool, it’s not without its challenges. Let’s talk about a few of the common pain points that often push teams to look for something different. Microsoft Project cons: 1. The learning curve can be steep Microsoft Project is feature-rich, but that often comes at the cost of usability. If you’ve ever found yourself struggling to get the basics down, or worse, spending more time learning the tool than managing the project itself, you know exactly what we mean. It can feel overwhelming, especially if your team isn’t made up of seasoned project managers or you’re juggling multiple responsibilities. 2. Collaboration isn't seamless In today’s world,... --- ### Capacity forecasting: how do you forecast your team’s capacity? > Capacity forecasting estimates future workloads and identifies the resources needed to meet anticipated demand within an organization. - Published: 2024-10-04 - Modified: 2024-11-28 - URL: https://birdviewpsa.com/blog/capacity-forecasting/ - Categories: Resource Management Capacity forecasting estimates future workloads and identifies the resources needed to meet anticipated demand within an organization. When planning for business growth or managing a large project, one thing is clear: you can’t succeed without the right resources. Think of it like building a house—without the right materials and tools, construction will stall, leading to delays and added costs. In project management, this is where capacity forecasting comes in. It’s your blueprint for making sure you have the right team, skills, and tools to deliver on time and meet your business goals. Without it, you risk running into bottlenecks, missed deadlines, and lost opportunities. Capacity forecasting isn’t just about avoiding setbacks; it’s about positioning your business for success. By anticipating what resources you’ll need and when, you can make informed decisions, deliver high-quality results, and keep your projects on track. :idea: So, how can you perfect the art of capacity forecasting? Let’s dive into the main strategies and best practices to future-proof your business Click here to read about the manual approach of capacity forecasting for teams. Click here to read about the automated approach of capacity forecasting for teams. What is capacity forecasting? Capacity forecasting estimates future workloads and identifies the resources needed to meet anticipated demand within an organization. Often referred to as resource forecasting or demand forecasting, this practice involves analyzing historical data alongside current trends. By evaluating past performance and understanding upcoming projects, you can predict how many personnel, tools, or hours will be necessary. Adopting this proactive approach helps businesses allocate resources proficiently, making sure that the right people and tools are... --- ### Celebrating Birdview’s 20th Anniversary: a journey of growth and partnership > This year, Birdview is celebrating a special milestone—20 years of helping teams around the world work better together. Join the celebration! - Published: 2024-10-02 - Modified: 2024-10-02 - URL: https://birdviewpsa.com/blog/celebrating-birdviews-20th-anniversary/ - Categories: Product News This year, Birdview is celebrating a special milestone—20 years of helping teams around the world work better together. Join the celebration! This year, Birdview is celebrating a special milestone—20 years of giving you the tools you need now and scale with you as your business grows. It’s a moment that gives us a chance to pause, look back on how far we’ve come, and express our appreciation for everyone who has been part of our journey. A journey shaped by you Over the last two decades, we’ve been fortunate to grow alongside incredible clients and partners. From day one, we’ve worked hard to create solutions that help teams simplify their processes and collaborate more effectively, and it’s your trust that has made all the difference. Whether you’ve been with us for years or are considering joining Birdview in the future, we’re grateful for the opportunity to support your work. Your feedback and success stories have inspired us to continually evolve and improve, and we’re excited to keep building tools that empower teams to do their best work. Learn more about Birdview’s journey and explore what we’ve been up to over the past 20 years here. It’s a chance to celebrate with us and see how we’re preparing for the future, together with you. Join the celebration! To mark this special occasion, we’re thrilled to offer an exclusive anniversary deal for new Birdview Team and Enterprise licenses. We want you to celebrate with us by enhancing your project management experience at an incredible value: Get 2 months free with a 12-month subscription Get 4 months free with a 24-month subscription Get 6... --- ### Workflow management: benefits and best practices > In this article, we will highlight the significant benefits of implementing robust workflow management practices and identify common challenges that businesses face. - Published: 2024-10-02 - Modified: 2025-01-06 - URL: https://birdviewpsa.com/blog/workflow-management-benefits-and-best-practices/ - Categories: Professional Services, Project Management Discover the significant benefits of implementing robust workflow management practices and common challenges that businesses face. Whether you're a seasoned manager or a budding entrepreneur, understanding and implementing effective workflow management can significantly boost your organization's productivity and streamline operations. In this article, we will highlight the significant benefits of implementing robust workflow management practices and identify common challenges that businesses face. We will also offer strategic solutions and best practices, including insights on how advanced tools like Birdview PSA can optimize both project and resource management. What is a workflow? Imagine a set of steps you follow to make your favorite cup of coffee each morning; that's essentially what a workflow is but in the business world. It's a defined sequence of tasks that are followed to complete a process effectively. Whether it's onboarding a new employee, managing customer queries, or developing a new product, workflows are everywhere, ensuring that tasks are done the right way at the right time. What is workflow management? Workflow management takes your simple workflow concept and puts it under a magnifying glass. It involves actively organizing, coordinating, and controlling the tasks and resources in a workflow, aiming to improve efficiency and outcomes. It’s about knowing who is doing what, by when, and how well they're doing it. Workflow management and project management: what is the difference While both workflow and project management deal with organized activities, they aren’t the same. Workflow management is primarily concerned with optimizing recurring business processes. It aims to enhance the efficiency of predictable and repeatable tasks across various departments. Workflow management focuses on the... --- ### Client project management: 9 tips and tricks to follow > Client project management should ensure easy communication, best use of resources, and on-time delivery. Explore key stages of the client project lifecycle - Published: 2024-10-02 - Modified: 2025-04-10 - URL: https://birdviewpsa.com/blog/client-projects-definition-and-best-management-practices/ - Categories: Professional Services We'll walk through a typical client project lifecycle, discuss frequent pain points, and share actionable solutions to help you manage your projects more efficiently. In this article, we will look at a typical client project lifecycle, discuss common problems, and share actionable solutions to help you manage your projects more effectively. A client project is a specific commitment or task that a business undertakes on behalf of a client to deliver a service, product or solution. These projects can vary in scope, complexity and duration. In any case, the ultimate goal is to meet client expectations, deliver value, and strengthen the relationship between the service provider and the client. What is a client project? A client project refers to any project your company undertakes on behalf of another organization. The key difference between a client project and an internal one is that the deliverables you produce are meant for the client, not your organization. What is a client? The client is the person or organization that commissions and funds the project. The client is the primary stakeholder whose needs shape the entire project. They set the goals and requirements for the project, and are often involved at key stages, providing input, feedback, and approvals throughout the process. Essentially, the client is the entity that benefits from the project’s end results. Best Practices for Client Project Management Client project management should ensure easy communication, best use of resources, and on-time delivery. Explore key stages of the client project lifecycle, which describe the steps from project inception to completion. To successfully manage client projects, you must ensure easy communication, efficient use of resources, and on-time delivery.... --- ### CRM & PSA integration to improve workflow and client management > This article explores how PSA and CRM integration work, the key benefits, and best practices for a successful implementation. - Published: 2024-09-27 - Modified: 2024-10-01 - URL: https://birdviewpsa.com/blog/crm-psa-integrating/ - Categories: Professional Services, Project Management Streamlining operations is one of the key aspirations for professional services organizations (PSOs) and companies. That includes finding ways to streamline operations, improve client relationships, and optimize their internal workflows. So, how can you do all these while ensuring seamless operations? One of the most effective methods for achieving this is integrating Professional Services Automation (PSA) systems with Customer Relationship Management (CRM) systems. Combining these two essential tools can enhance client management and lead to more efficient project delivery, accurate forecasting, and improved business insights. This article discusses how PSA and CRM integration works, key benefits and best practices for successful implementation, and how integration between Birdview PSA and CRM systems can change the way you manage business processes and customer interactions. What is PSA? PSA, or Professional Services Automation, is software designed to help organizations that provide services manage their operations more efficiently. It covers areas such as project management, resource allocation, time tracking, billing, and analytics. By centralizing these functions in one platform, PSA tools streamline operations, improve productivity, and provide real-time insights into project performance and financial health. For service-based companies, PSA software ensures that projects are delivered on time and within budget while maximizing resource utilization. What is CRM Software? CRM (Customer Relationship Management) software is a tool that helps businesses manage their interactions with current and potential customers. It centralizes customer data, tracks communication, and automates tasks such as follow-ups, sales pipeline management, and marketing outreach. CRM systems enable businesses to personalize their services, improve... --- ### Enhancing traditional workload management with strategic resource planning > This guide explores how combining strategic resource planning with traditional workload management boosts efficiency, adaptability & project success - Published: 2024-09-25 - Modified: 2024-10-02 - URL: https://birdviewpsa.com/blog/enhancing-traditional-workload-management/ - Categories: Professional Services, Resource Management This guide explores how combining strategic resource planning with traditional workload management boosts efficiency, adaptability & project success In today's fast-paced business world, effective resource planning is essential for professional services organizations. Managing your resources well can be the key to a project’s success. In this guide, we’ll dive into how blending strategic resource planning with traditional workload management can improve efficiency, adaptability, and overall project success. Plus, we’ll explore how sometimes a bottom-to-top approach—starting with a detailed project plan and then auto-generating resource allocations—can be a game changer. We’ll outline when each approach works best and give you practical steps for implementation. What is traditional workload management? Traditional workload management focuses on the nuts and bolts of project execution, like creating detailed plans with specific tasks, timelines, and resource assignments. It’s a micro-level approach, zeroing in on what needs to be done, when, and by whom. This method is especially effective for organizations that need clear, step-by-step project control. Once the plan is created, it serves as the roadmap for project delivery. Teams can follow the structure laid out, ensuring tasks are completed on time and resources are used efficiently. The strength of traditional workload management lies in its structured approach, providing project managers with a solid grip on project progress. The strengths of traditional workload management Clarity & Accountability: One of the key benefits of traditional workload management is the clarity it brings. Every team member knows exactly what tasks they are responsible for and when they are due. There is no ambiguity, which fosters accountability across the board. Progress tracking: By setting specific tasks and... --- ### Birdview earned Best Project Management Software recognition from Research.com > Discover why Birdview’s inclusion in Research.com’s list is a huge feat. - Published: 2024-09-25 - Modified: 2024-09-25 - URL: https://birdviewpsa.com/blog/birdview-earned-best-project-management-software-recognition-from-research-com/ - Categories: Product News Discover why Birdview’s inclusion in Research.com’s list is a huge feat. Birdview has landed a spot on Research. com’s list of best project management software, distinguished for its total project visibility, enabling teams and clients to oversee their projects in one centralized platform. What is Research. com? Research. com is a trusted platform for software reviews. It has gained a reputation for its dedication to testing and identifying the best-performing software for academics and businesses. Its extensive review guides companies to make well-informed decisions on their software procurement through its curated and evaluated product list. Birdview’s inclusion in Research. com’s list is a huge feat. It highlights Birdview’s collaboration and project management capabilities in enhancing business operations. It also demonstrates that Birdview’s holistic solution enables businesses to gain clarity over their entire project landscape. Research. com’s software experts tested Birdview’s functionality and ability to streamline project management tasks. They recognized the solution’s intuitive interface and features, especially its adaptability and fit for organizations of all sizes. Why Birdview? Recently, in an extensive Birdview review, a team of experts evaluated the effectiveness of the software’s features, such as resource planning, resource scheduling, and project management. Capitalizing on the tailwinds of artificial intelligence (AI), they noted Birdview’s efficiency in streamlining workflows—from writing better messages to accurately predicting timelines. This has helped businesses reap better results using AI tools. These are the features that made Birdview the best project management software. These include: Project management Create project plans through ready-made templates and existing data in just a few clicks. This feature visualizes the project... --- ### How PSA improves financial management and forecasting > This article will walk you through how PSA can transform your financial management and forecasting, making it easier for you to manage your business efficiently. - Published: 2024-09-19 - Modified: 2024-09-19 - URL: https://birdviewpsa.com/blog/how-psa-improves-financial-management-and-forecasting/ - Categories: Professional Services, Project Management Discover how PSA can transform your financial management and forecasting, making it easier for you to manage your business efficiently. Financial management and forecasting are at the heart of any business's success. Yet, many companies struggle with managing their finances effectively. You might be juggling multiple spreadsheets, tracking billable hours manually, or dealing with inaccurate forecasting—resulting in confusion and missed opportunities. But what if there was a better way to handle these common financial pains? That's where professional services automation (PSA) comes in. PSA simplifies and streamlines the financial processes that many businesses find overwhelming. This article will walk you through how PSA can transform your financial management and forecasting, making it easier for you to manage your business efficiently. What is professional services automation (PSA)? Professional services automation, or PSA, is a software solution designed to help service-based businesses manage their day-to-day operations more effectively. PSA centralizes core business functions like project management, time tracking, resource allocation, and—most importantly—financial management. If you're in a service-based industry, you know how hard it can be to keep track of every project’s expenses, time spent, and overall profitability. PSA simplifies all of this, giving you better visibility into your operations and finances in real time. Read more: What is professional services automation (PSA)? Key features of PSA that enhance financial management One of the most attractive aspects of PSA software is its ability to manage various financial tasks with ease and efficiency. Let’s look at some key features of PSA, using Birdview PSA as an example, that directly improve financial management. Automated billing and invoicing A common headache in financial management is... --- ### Budgeting and financial management in professional services > Budgeting and financial management in professional services refers to the process of planning, allocating, and monitoring financial resources - Published: 2024-09-15 - Modified: 2025-04-01 - URL: https://birdviewpsa.com/blog/financial-management-in-professional-services/ - Categories: Professional Services In professional services, efficient financial management ensures optimal resource use, maximized billable hours, and maintained margins. Budgeting and financial management are the cornerstones of success in professional services projects. Unlike other industries, where products are tangible and costs can be more easily controlled, professional services operate in a landscape of intangibles. That includes time, expertise, and knowledge. This makes effective budgeting and financial management not just beneficial, but essential. According to various sources, an average of 29% of projects fail due to inaccurate cost estimates. This underscores the importance of careful financial planning and management. A mismanaged budget can lead to project delays, cost overruns, and dissatisfied clients, all of which can harm a firm's reputation and profitability. What is budgeting and financial management in professional services? Budgeting and financial management in professional services refers to the process of planning, allocating, and monitoring financial resources. It involves setting a budget at the outset of a project, tracking actual expenses against projected costs, and making adjustments as needed to stay within budget limits. In professional services, efficient financial management ensures optimal resource use, maximized billable hours, and maintained project margins Tools like Birdview PSA help streamline these processes by providing real-time visibility into project finances, enabling firms to make informed financial decisions. Why budgeting and financial management matter in professional services In professional services, where time and expertise are the core offerings, every hour spent on a project needs to be accounted for and translated into revenue. Without proper budgeting, it’s easy for projects to run over costs, leading to reduced profitability or, in some cases, financial... --- ### Responsibility Assignment Matrix (RAM): definition, template, and examples > What is a responsibility assignment matrix (RAM)? See how RAM can help you overcome confusion, improve team collaboration, and keep your projects on track from start to finish. - Published: 2024-09-05 - Modified: 2024-12-18 - URL: https://birdviewpsa.com/blog/responsibility-assignment-matrix/ - Categories: Resource Management What is a responsibility assignment matrix (RAM)? See how RAM can help you overcome confusion, improve team collaboration, and keep your projects on track from start to finish. Have you ever been caught in a project where tasks slip through the cracks or team members aren’t clear on who’s in charge? This is a common hurdle in project management, but it doesn’t have to be. The Responsibility Assignment Matrix (RAM) is a game-changing tool that brings order to the chaos. RAM ensures that everyone knows their role and projects run smoothly by clearly defining who is responsible for each task, who makes the final call, and who needs to be kept in the loop. In this article, we’ll see how RAM can help you overcome confusion, improve team collaboration, and keep your projects on track from start to finish. What is a Responsibility Assignment Matrix (RAM) in project management? A Responsibility Assignment Matrix (RAM), also sometimes referred to as a resource assignment matrix, is a project and resource management tool that helps you define the roles and responsibilities of your team members for each task or deliverable within a project. Also known as a RACI Matrix (where RACI stands for Responsible, Accountable, Consulted, and Informed), the RAM is a simple grid that maps tasks on one axis and team members or roles on the other. By filling in the matrix, you clarify who is responsible for executing tasks, who is accountable for ensuring they are completed, who needs to be consulted before decisions are made, and who should be kept informed throughout the process. Types of Responsibility Assignment Matrix (RAM) This structured approach is invaluable in complex projects,... --- ### Top marketing resource management software 2025 > What is the best resource management software in 2025? 1. Birdview 2. SproutLoud 3. Monday 4. Aprimo 5. Uptempo 5. Smartsheet 6. Lytho - Published: 2024-09-04 - Modified: 2025-01-06 - URL: https://birdviewpsa.com/blog/top-marketing-resource-management-software/ - Categories: Resource Management, Software Ratings This article will help you navigate the crowded market and find the best MRM software for your team in 2025. In today's marketing landscape, managing resources effectively can feel like a constant uphill battle. Without the right tools, teams often find themselves buried under a mountain of tasks, struggling to keep track of assets, budgets, and deadlines. The chaos of juggling multiple projects, coordinating with diverse teams, and ensuring consistent output can lead to missed opportunities and burnout. This is where Marketing Resource Management (MRM) software comes in—a game-changer for teams looking to regain control, streamline operations, and maximize efficiency. But with so many tools out there, how do you pick the one that’s truly worth your investment? This article will help you navigate the crowded market and find the best MRM software for your team in 2025. What is the best marketing resource management software? When it comes to selecting the best marketing resource management software, there’s no one-size-fits-all answer. Instead, the best software should be one that aligns with your team’s specific needs and helps you overcome the challenges unique to your marketing operations. At its core, a good MRM solution is designed to centralize your marketing assets, manage your budgets, and optimize your team’s workflow. A top-notch MRM software should empower your team to work more efficiently, enabling better collaboration, visibility, and control over every aspect of your marketing initiatives. It should be intuitive enough for all team members to use, from project managers to creative professionals, yet robust enough to handle the complexities of large-scale campaigns. Ultimately, the best MRM software will help your team deliver... --- ### Top project management software for architects 2025 > What is the best architecture project management software? 1. Birdview 2. BQE Core 3. Deltek Ajera 4. Newforma Project Center 5. Archicad 6. Bonsai - Published: 2024-08-27 - Modified: 2025-05-16 - URL: https://birdviewpsa.com/blog/top-project-management-software-for-architects/ - Categories: Professional Services, Project Management, Software Ratings Explore the best project management software for architects in 2025, their key features, and how you can find the software that fits your project needs. Navigating the complex world of architectural projects requires more than just creativity and design skills; it demands precise coordination, meticulous planning, and seamless communication. As an architect, you understand the importance of juggling multiple tasks, from managing client expectations to ensuring your team is on the same page. In this article, we’ll explore the best project management software for architects in 2025, their key features, and help you find the software that fits your project needs. Whether you’re managing small residential projects or large-scale commercial developments, the right tool can make all the difference. What is the best architecture project management software? Choosing the best architecture project management software depends on the specific needs of your firm, the size of your team, and the complexity of your projects. The right tool should streamline your workflow, enhance collaboration, and help you manage tasks, resources, and budgets effectively. Ultimately, the best architecture project management software for your firm will be the one that aligns most closely with your workflow, enhances your team’s productivity, and fits within your budget. It’s important to consider the specific needs of your projects and team dynamics when making your choice. Before we get to the list of the top project management software for architects in 2025, let’s take a look at the key features a good project manager tool should have. Key architecture project management software features to look for When selecting project management software for your architectural firm, it's crucial to focus on features that directly... --- ### Client Onboarding Automation: Strategy and Benefits > Client onboarding is guiding new clients through the initial stages of using a product or service. It’s an essential part of building a strong client relationship. - Published: 2024-08-20 - Modified: 2025-04-10 - URL: https://birdviewpsa.com/blog/client-onboarding-process/ - Categories: Professional Services Learn how to automate the client onboarding process in professional services and explore key areas where automation makes a difference Client onboarding is one of the most critical stages in any professional services engagement. It's where first impressions are made, expectations are set, and the foundation for a long-term relationship is established. However, for many companies, the onboarding process can be frustrating, as it often involves juggling multiple tasks, gathering information from various sources, and managing tight deadlines. The good news is that automation can significantly streamline the client onboarding process, making it more efficient, consistent, and enjoyable for you and your clients. In this guide, we’ll explore how to automate the client onboarding process in professional services, diving into specific areas where automation can make a real difference. What is client onboarding? Client onboarding is guiding new clients through the initial stages of using a product or service. It’s an essential part of building a strong client relationship. In professional services, client onboarding often includes introducing clients to the project team, setting clear expectations, outlining the project timeline, and educating the client on the tools and processes used during the engagement. A well-executed onboarding process improves client satisfaction, reduces churn, and helps establish trust. It provides the foundation for a successful partnership by ensuring that the client feels supported from the outset and understands how the service will help them achieve their goals. What is client onboarding automation? Client onboarding is the process of guiding new clients through the initial stages of using a product or service. It’s an essential part of building a strong client relationship. In professional... --- ### How to create a resource breakdown structure > Discover everything you need to know about creating a Resource Breakdown Structure, its purpose to practical steps. - Published: 2024-08-16 - Modified: 2024-10-10 - URL: https://birdviewpsa.com/blog/how-to-create-a-resource-breakdown-structure/ - Categories: Resource Management Discover everything you need to know about creating a Resource Breakdown Structure, its purpose to practical steps. When managing a project, understanding and organizing your resources is crucial to success. A Resource Breakdown Structure (RBS) is a tool that helps you do just that. It provides a clear, hierarchical view of all the resources required for your project, making it easier to allocate, manage, and monitor them throughout the project’s lifecycle. Whether you’re managing a small team or a large-scale initiative, an effective RBS ensures that nothing falls through the cracks, ultimately contributing to a smoother, more efficient project execution. In this article, we’ll guide you through everything you need to know about creating a Resource Breakdown Structure, from understanding its purpose to practical steps for building one tailored to your project’s needs. What is a resource breakdown structure (RBS)? A resource breakdown structure (RBS) is a hierarchical chart that organizes and categorizes the resources needed to complete a project. These resources can include people, materials, equipment, and finances. The RBS breaks down these elements into manageable sections, providing a clear overview of what is required at each stage of the project. By visually mapping out all the resources, an RBS helps project managers ensure that every necessary resource is accounted for and properly allocated. How does a resource breakdown structure work? The RBS works by categorizing resources into different levels of detail. At the top level, you have broad categories such as personnel, equipment, and materials. Each of these categories is then broken down into more specific resources. For example, under personnel, you might have subcategories... --- ### Top 10 risk identification techniques for successful project management > Explore the top risk identification techniques that can help you steer your project to success. - Published: 2024-08-15 - Modified: 2024-11-21 - URL: https://birdviewpsa.com/blog/top-10-risk-identification-techniques-in-project-management/ - Categories: Project Management Explore the top risk identification techniques that can help you steer your project to success. Managing a project can sometimes feel like steering a ship through turbulent waters. The unpredictability of risks can derail even the most well-planned projects. That's why effective risk identification is crucial for successful project management. By identifying potential risks early and developing strategies to mitigate them, you can ensure the project stays on track and experiences a sense of accomplishment with successful project management. Here, we explore the top risk identification techniques that can help you steer your project to success. 1. Brainstorming sessions Brainstorming is a classic technique that brings team members together to generate ideas and identify potential risks. This collaborative method guarantees an extensive array of points of view, fostering a sense of unity and shared responsibility essential for comprehensive risk identification. Encouraging participants to think freely and share their thoughts can lead to identifying risks that might not be apparent to a single individual. Integrating project management principles into brainstorming sessions enhances effectiveness by providing structured methodologies to organize and prioritize ideas. Aligning these sessions with project goals ensures that identified risks are relevant and actionable. Project management tools also aid in documentation and follow-up, systematically addressing potential risks as the project progresses. Brainstorming sessions can be structured or unstructured. In a structured session, a facilitator guides the discussion, ensuring all team members have an opportunity to contribute. The conversation flows more freely in an unstructured session, sometimes leading to unexpected insights. Regardless of the format, the goal is to generate as many potential risks as... --- ### Best manufacturing project management software 2025 > What is the best manufacturing project management software in 2025? 1. Birdview 2. ProductDossier PSA 3. Zoho Projects 4. MRPeasy 5. Oracle Manufacturing 6. Celoxis - Published: 2024-08-13 - Modified: 2024-12-06 - URL: https://birdviewpsa.com/blog/best-manufacturing-project-management-software/ - Categories: Professional Services, Project Management, Software Ratings Explore the best manufacturing project management software for 2025, the key features you should look for, and practical advice on selecting the right tool for your team. Manufacturing is a complex dance of precision, timing, and collaboration. Without the right tools, even the most experienced teams can struggle to keep everything in sync. Whether you're overseeing a small-scale production line or managing complex, multi-site operations, finding the right manufacturing project management software can be a game-changer. In this article, we'll explore the best manufacturing project management software for 2025, highlight the key features you should look for, and offer practical advice on selecting the right tool for your team. 12 best manufacturing project management software Birdview Professional Services Birdview Professional Services (Birdview PSA) stands out as a robust project management solution tailored for professional service firms, including those in the manufacturing sector. The platform is built to support efficient project planning, effective resource allocation, and enhanced collaboration, which simplifies the management of complex projects involving numerous stakeholders. Whether you're operating a small business or managing a large enterprise, Birdview’s scalability ensures that it can accommodate your project management requirements seamlessly. For manufacturing teams, Birdview’s strengths lie in its real-time reporting and advanced analytics, which empower users to make quick, data-driven decisions. This capability helps in identifying and addressing bottlenecks, thereby optimizing the production workflow. The platform’s user-friendly interface, coupled with customizable dashboards, allows for simultaneous oversight of multiple projects and tasks, ensuring that deadlines are met and resources are deployed efficiently. Features: Resource planning, time tracking, task management, project scheduling, reporting and analytics, budget management, collaboration tools, Gantt charts. Trial: A free 14-day trial is available, possibly... --- ### Best work management software 2025 > What is the best work management software in 2025? 1. Birdview. 2. Monday 3. Planview 4. Workfront 5. Hive 6. Scoro - Published: 2024-08-08 - Modified: 2024-12-06 - URL: https://birdviewpsa.com/blog/best-work-management-software-2024/ - Categories: Project Management, Software Ratings Explore the top work management software, essential features, and practical tips for choosing the perfect tool for your team. Are you tired of juggling multiple tools and losing track of tasks? Does your team struggle with communication gaps and missed deadlines? Many teams face these common challenges, and the right work management software can be the solution. However, there's no need to let disorganization and inefficiency hold you back. We're here to guide you through the best options available, tailored to address your specific pain points. In this article, we'll explore the top work management software, highlight essential features, and provide practical tips for choosing the perfect tool for your team. 10 best work management software 2025 Birdview Birdview’s work management software is designed to provide a comprehensive view of your project activities, resources, and finances. It combines robust project planning, resource management, and real-time collaboration tools in a single platform. Birdview stands out for its ability to help teams maintain organization, boost productivity, and ensure that projects are completed on time and within budget. Its user-friendly interface caters to businesses of all sizes, from small startups to large enterprises. Birdview’s advanced features enable detailed task management, precise resource allocation, and insightful reporting, making it easier for teams to track progress and make informed decisions. Additionally, its customization capabilities allow businesses to tailor the software to their specific workflows, ensuring it meets the unique needs of every team. Features: task management, resource planning, time tracking, collaboration tools, budget and cost management, customizable dashboards, reporting and analytics. Price: Starts at $9 per user per month for Birdview Project Management Lite... --- ### The Balanced Scorecard in project management: benefits and use cases > This article explores the key components of the Balanced Scorecard, its benefits, and common implementation challenges - Published: 2024-08-07 - Modified: 2024-09-12 - URL: https://birdviewpsa.com/blog/balanced-scorecard/ - Categories: Project Management This article explores the key components of the Balanced Scorecard, its benefits, and common implementation challenges For a project manager, ensuring projects align with strategic goals while maintaining operational efficiency can be an uphill task. In the past, performance only focused on financial metrics. However, this failed to capture the multi-dimensional nature of organizational performance. Enter the Balanced Scorecard (BSC). Developed by Dr. David Norton and Dr. Robert Kaplan in the early 1990s, the BS offers a comprehensive framework for managing and evaluating performance through a balanced approach that includes non-financial perspectives. This article delves into the core components of the BSC, the benefits it brings to project management, and the common challenges organizations face during its implementation. By exploring these aspects, we aim to provide project managers with a clear understanding of utilizing the Balanced Scorecard to drive project success. Get started with a free trial of Birdview PSA to optimize your Balanced Scorecard management processes. Try Birdview PSA for free Definition of a balanced scorecard The Balanced Scorecard (BSC) is a strategic planning and management system used by organizations to align business activities with the company's vision. The BSC helps monitor an organization's performance against strategic goals and improve business results. Initially developed by Dr. Robert Kaplan and Dr. David Norton in the early 1990s, the BSC incorporates both financial and non-financial performance measures to provide a more 'balanced' view of organizational performance. Historical background and development Kaplan and Norton introduced the BSC to address the limitations of traditional financial metrics in evaluating overall organizational performance. They argued that exclusive reliance on financial indicators... --- ### Managing resource constraints in project management: types, strategies, and tips > Explore the different types of resource constraints in project management and practical techniques and strategies to help you identify and address these constraints early. - Published: 2024-08-06 - Modified: 2024-12-06 - URL: https://birdviewpsa.com/blog/managing-resource-constraints-in-project-management/ - Categories: Resource Management Explore the various types of resource constraints, their causes, and their impacts on your projects. Learn effective techniques to identify and manage these constraints early on, practical tips to prevent them, and how Birdview can streamline your efforts. Imagine managing a project where resources are perfectly aligned with your needs, deadlines are met effortlessly, and stress is minimized. Sounds ideal, right? Yet, resource constraints often stand in the way, turning project management into a juggling act. This article aims to transform how you handle these challenges. We'll explore the various types of resource constraints, their causes, and their impacts on your projects. You'll learn effective techniques to identify and manage these constraints early on, practical tips to prevent them, and how Birdview can streamline your efforts. What are resource constraints? One of the most common challenges when managing a project is dealing with resource constraints. But what exactly does this mean? Resource constraints in project management refer to limitations on the availability and allocation of resources needed to complete a project. These resources can include people, money, materials, and time. You need to understand and address these constraints to keep your project on track and ensure its success. Resource constraints types, their cause, and impact on project success Resource constraints in project management arise when there is a mismatch between the resources required for a project and the resources available. These constraints can take many forms, each presenting unique challenges. Let’s take a look at each type of resource constraint, and its causes, and see their impact on the overall success of your project. 👥 Human resources constraints can involve not having enough team members, lacking specific skill sets, or having team members who are overcommitted to other... --- ### Automating workflow processes with PSA: best practices and benefits > Discover how PSA tools can automate workflows, streamline operations, boost productivity, and learn best practices for PSA implementation. - Published: 2024-08-04 - Modified: 2024-09-12 - URL: https://birdviewpsa.com/blog/automating-workflow-processes/ - Categories: Professional Services Discover how PSA tools can automate workflows, streamline operations, boost productivity, and learn best practices for PSA implementation. Efficiency and coordination are the hallmarks of successful project management. But the reality is different between the two. Managing a team full of individuals with different personalities can be an annoying task. That’s not to mention the departments involved, let alone the personnel. Spending too much time on administration can hinder project delivery and consequently dent your reputation. Thankfully, there’s a better way to deal with all the administrative tasks. Enter professional services automation (PSA) software. At this point, you must be asking yourself, what is PSA? Why should I consider this software, and how do I choose a PSA? Your worries end here because we’ll cover all this and more in this comprehensive guide. Discover how PSA tools can automate workflows, streamline operations, boost productivity, and learn best practices for PSA implementation. What is workflow automation? Workflow automation is the process of using technology to streamline and automate business processes, reducing the need for manual intervention. This involves the use of software and tools to perform repetitive tasks, manage data, and trigger actions based on predefined rules and conditions. By automating workflows, organizations can improve efficiency, reduce errors, and ensure that tasks are completed consistently and on time. Additionally, workflow automation enhances productivity by allowing employees to focus on more strategic and creative tasks, rather than getting bogged down by routine administrative work. What is professional services automation (PSA? ) Professional Services Automation refers to the use of applications and software tools to automate business processes, especially those in... --- ### Best task management software 2025 > What is the best task management software of 2025? 1. Birdview, 2. Microsoft Planner, 3. GanttPRO, 4. Connecteam, 5. Quickbase, 6. Forecast - Published: 2024-07-31 - Modified: 2024-12-06 - URL: https://birdviewpsa.com/blog/best-task-management-software/ - Categories: Project Management, Software Ratings Discover the best task management software and the essential features to look for in these tools, as well as the tips on selecting the perfect solution for your organization. Efficient task management is an essential part of any organization's success. Whether you're a startup, a small business, or a large corporation, having the right task management software can streamline workflows, enhance collaboration, and boost productivity. With an array of options available, choosing the best tool for your needs can be daunting. In this article, we will guide you through the top task management software in 2025 and the essential features to look for in these tools. We will also provide tips on selecting the perfect solution for your organization. Top 13 task management software Birdview Birdview is a comprehensive project and task management software that offers a holistic approach to managing projects and tasks. Designed with an intuitive interface, Birdview allows teams to plan, execute, and monitor projects efficiently. Its powerful dashboard provides real-time insights into project progress, helping teams stay on track and make informed decisions. Birdview's flexibility and robust feature set make it suitable for various industries, including IT, marketing, and construction. Birdview offers comprehensive task management functionality by providing detailed task creation and assignment features. Users can break down large projects into manageable tasks and subtasks, assign them to team members, set priorities, and establish deadlines. The software offers customizable task statuses, making it easy to track the progress of each task from start to finish. Additionally, Birdview supports recurring tasks, ensuring that routine activities are never overlooked. Teams can collaborate seamlessly within Birdview, utilizing real-time comments, file attachments, and notifications to keep everyone on the... --- ### Managing cross-functional teams in organizations: best practices > Learn how to increase employee engagement, build management skills, using best practices for managing cross-functional teams effectively - Published: 2024-07-29 - Modified: 2024-09-12 - URL: https://birdviewpsa.com/blog/managing-cross-functional-teams/ - Categories: Resource Management Learn how to increase employee engagement, build management skills, using best practices for managing cross-functional teams effectively The global marketplace is more competitive than ever. And it will only get more competitive. Thanks to digital transformation and advanced collaboration technologies, we have entered a new era of teamwork. However, this comes with challenges such as lack of cooperation, common purpose and decreased trust between departments of the organization that need to be overcome. To eliminate silos, companies now have cross-functional teams. However, it's not easy to get everyone on the same page. That’s why project managers should adopt cross-team collaboration best practices. This comprehensive guide takes you into the world of cross-functional teams. Why are they necessary? Are there challenges to expect and how can you navigate the tides. Why cross-functional teams are essential Imagine trying to build a rocket with only engineers and forgetting the astronauts who will eventually live in it. That's why cross-functional teams are vital—they integrate diverse skills and perspectives, which are crucial for comprehensive problem-solving and innovation. According to McKinsey, companies with diverse teams are 35% more likely to outperform their competitors. Here’s why: Imagine a marketing specialist, software developer, financial analyst, and customer service expert working together on a project. Each person contributes unique expertise, leading to a richer understanding of challenges and opportunities. This diversity fosters creativity and results in more robust solutions. Cross-functional teams break down silos, fostering collaboration and a unified company culture. Employees learn to appreciate and leverage each other's skills, strengthening interdepartmental relationships and creating a more collaborative work environment. These teams also boost agility, allowing... --- ### Best workload management tools 2025 > What are the best workload management tools of 2025? 1. Birdview, 2. Monday, 3. Asana, 4. Basecamp, 5. Airtable - Published: 2024-07-29 - Modified: 2024-12-06 - URL: https://birdviewpsa.com/blog/best-workload-management-tools/ - Categories: Resource Management, Software Ratings Discover the best workload management tools of 2025 and their key features, and learn how to choose the right one for your organization Managing workloads effectively is not just about keeping tasks on track; it's about ensuring that your team can collaborate seamlessly, meet deadlines, and maintain a healthy work-life balance. The right workload management tool can make all the difference, transforming chaos into order and stress into success. In this article, we'll introduce you to the best workload management tools of 2025. We will also discuss the key features to look for in these tools and offer guidance on how to choose the right one for your organization. 10 best workload management tools Let’s take a look at the 10 best workload management tools of 2025. Our recommendations are based on the tool’s functionality and real user reviews, ensuring you get a comprehensive view of each tool's strengths and weaknesses. Birdview Birdview is a comprehensive workload and project management tool designed to streamline operations and enhance team productivity. Known for its intuitive interface, Birdview offers a robust set of features tailored to both project managers and team members, ensuring efficient task management and collaboration. It provides a unified platform where teams can plan, execute, and monitor their work, making it easier to stay on top of deadlines and deliverables. Birdview’s versatility allows it to cater to various industries, offering customizable workflows and extensive integration capabilities. Birdview provides detailed resource allocation and tracking features, ensuring that tasks are evenly distributed among team members and resources are utilized optimally. The tool's reporting and analytics capabilities give managers deep insights into project performance and team... --- ### Workload prioritization: steps and tips > Explore the workload prioritization process with us and uncover tips that will help you reduce stress, meet deadlines, and achieve your goals more efficiently. - Published: 2024-07-24 - Modified: 2024-09-12 - URL: https://birdviewpsa.com/blog/workload-prioritization/ - Categories: Resource Management Explore the workload prioritization process with us and uncover tips that will help you reduce stress, meet deadlines, and achieve your goals more efficiently. Prioritizing workload helps you focus on what truly matters, leading to increased productivity and a sense of accomplishment. Without workload prioritization, you may find yourself overwhelmed, missing deadlines, or struggling to complete important tasks. In this article, we will guide you through the workload prioritization process and share some tips to help you reduce stress, meet deadlines, and achieve your goals more efficiently. How to prioritize tasks: 8 steps When you prioritize tasks, you create a structured plan that helps you focus on what truly matters. This not only increases your efficiency but also ensures that you are progressing toward your goals in a systematic manner. Without proper workload prioritization, it's easy to become overwhelmed by the sheer volume of tasks, leading to missed deadlines and subpar performance. While prioritization can be done with or without a project management tool, using one simplifies the process and clarifies task visibility. These key steps will help you prioritize your workload more effectively, maintain a better work-life balance, and achieve your objectives with less stress and more satisfaction. We will use Birdview as an example to demonstrate how a project management tool can enhance workload 1. Assess your workload Prioritizing workload starts by making a comprehensive list of all your current tasks. Include everything you need to do, from major projects to minor errands. This gives you a clear picture of your workload prioritization and helps in planning. Be thorough and honest; list even the small tasks that you might overlook. This step... --- ### Workload management: how to balance team workloads > Reduce burnouts, improve efficiency, and hit deadlines by learning effective workload management strategies. - Published: 2024-07-22 - Modified: 2025-01-20 - URL: https://birdviewpsa.com/blog/how-to-balance-team-workloads/ - Categories: Resource Management Reduce burnouts, improve efficiency, and hit deadlines by learning effective workload management strategies. For any project to come to a close successfully, each team member must play their part. However, that’s not always the case. As a project manager, chances are you’ve missed deadlines or failed to deliver the required quality of work because your team members dropped the ball. But have you taken time to analyze the entire project to find out what the problem could have been? Workload imbalances are often major causes of missed project deadlines leading to delays, decreased productivity, and increased stress among team members. According to a Gallup survey, employees who experience high levels of workload imbalance are 2. 6 times more likely to experience burnout. This guide will delve into the intricacies of workload management, providing actionable strategies to optimize your team's performance. By mastering effective workload management techniques, you can minimize burnout, boost efficiency, and consistently meet project deadlines. What is workload management? Workload management is the process of allocating tasks and responsibilities to team members in a way that maximizes efficiency and productivity. Essentially, it’s about striking a balance between the available resources and the capacity to handle the tasks at hand. Striking this balance ensures everyone is working at their optimal capacity without feeling overwhelmed. Why is workload management important? Effective workload management is essential for various reasons. First, effective workload management improves workplace productivity. A well-balanced team can achieve more in less time. Second, it enhances employee satisfaction. No one likes to feel overworked or undervalued. Third, it increases client satisfaction and... --- ### Project time tracking for consultants and professional services > Explore the fundamentals of time tracking and see how Birdview’s project time tracking can be used by consultants and in professional services to optimize project management processes. - Published: 2024-07-22 - Modified: 2024-07-23 - URL: https://birdviewpsa.com/blog/project-time-tracking-for-consultants-and-professional-services/ - Categories: Project Management Explore the fundamentals of time tracking and see how Birdview’s project time tracking can be used by consultants and in professional services to optimize project management processes. Time tracking is a powerful tool that helps ensure accuracy in billing and invoicing, provides insights into productivity, and identifies opportunities for improvement. Whether you're new to time tracking or looking to optimize your current processes, this guide will explore the fundamentals of project time tracking for consultants and professional services and demonstrate how Birdview can be used to optimize your project management processes. Why time tracking is important Before we get to the actual project time-tracking feature, let’s figure out why it is so important. Time tracking is more than just a method for recording hours worked; it's a fundamental practice that underpins the success and efficiency of any project. By systematically tracking time, you gain a wealth of data that can transform how you manage projects, allocate resources, and bill clients. Accurate project time tracking for consultants and professional services: Ensures that all billable hours are accounted for, leading to precise client invoices and reducing disputes over time charges. Provides a clear picture of how much time has been spent on various tasks and projects, helping you keep projects on track and identify productivity trends and areas where improvements can be made. Helps in understanding workload distribution, making it easier to allocate resources efficiently and avoid overburdening team members. Tracks project costs by monitoring the time spent on tasks, which is crucial for budgeting and financial planning. Builds trust with clients by providing detailed time logs and reports that justify billing and show how time was spent on... --- ### Workload management strategies: techniques and examples > Discover five proven workload management strategies, complete with real-life examples to help you see how these techniques can be applied in practice. - Published: 2024-07-19 - Modified: 2025-04-01 - URL: https://birdviewpsa.com/blog/workload-management-strategies/ - Categories: Resource Management Discover five proven workload management strategies, complete with real-life examples to help you see how these techniques can be applied in practice. Managing your workload effectively is crucial to maintaining productivity and reducing stress. Whether you’re juggling multiple projects, managing a team, or simply trying to stay on top of daily tasks, having the right strategies in place can make all the difference. This article will guide you through several proven workload management strategies, complete with real-life examples to help you see how these techniques can be applied in practice. 1. Prioritization techniques Goal: Prioritization techniques help you determine which tasks should be addressed first based on their importance and urgency. By effectively prioritizing, you can focus on high-impact activities that drive results and prevent less important tasks from consuming too much of your time. Strategy: Eisenhower Matrix The Eisenhower Matrix is a workload management strategy that helps you categorize tasks based on their urgency and importance. How to start: 1. List all Tasks: Begin by listing every task you have on your plate. This comprehensive inventory will form the basis for your matrix categorization. 2. Categorize Each Task: Divide your tasks into four quadrants: Urgent and Important: Tasks you should do immediately. Important but Not Urgent: Tasks you should schedule to do later. Urgent but Not Important: Tasks you should delegate. Neither Urgent nor Important: Tasks you should eliminate. 3. Prioritize and Plan Execution: Focus on completing tasks in the "Urgent and Important" quadrant first. Schedule times for "Important but Not Urgent" tasks. Delegate "Urgent but Not Important" tasks, and actively eliminate any tasks that fall into the "Neither Urgent nor... --- ### Workload planning: a practical guide > Get practical tips to help you implement workload planning efficiently within your organization. - Published: 2024-07-18 - Modified: 2024-09-12 - URL: https://birdviewpsa.com/blog/workload-planning-guide/ - Categories: Resource Management This guide delves into the significance of workload planning and offers actionable advice on implementing it effectively within your organization. Are you aiming to achieve your organization's goals while maintaining a healthy work environment? This guide delves into the significance of workload planning and offers actionable advice on implementing it effectively within your organization. It is tailored for managers, team leaders, or anyone looking to optimize their personal or team workload. Why workload planning is important Have you ever wondered why some teams excel in delivering projects on time while others struggle with delays and burnout? The answer often lies in how they manage their workloads. Workload planning involves distributing tasks and responsibilities evenly among team members. Workload planning implementation helps you: Assessing workloads: Start by evaluating the current workload of each team member. How are tasks currently being managed, and where is the pressure most intense? Prioritizing tasks: What are the high-priority tasks that will drive your project forward? Identify these to ensure focus where it's most needed. Allocating resources wisely: Are resources being utilized to their fullest potential? Allocating the right resources to the right tasks can prevent overburdening and underutilization. Setting realistic deadlines: How often are project timelines met? Setting achievable deadlines is key to maintaining team morale and productivity. Workload planning is more than just good practice; it's a necessity for preventing task overload and ensuring an efficient flow of operations. By investing time in a structured approach to workload planning, you lay the groundwork for a more organized, productive, and motivated team. Implementing these strategies effectively requires a commitment to regular review and adjustment of... --- ### Birdview recognized in G2's top 10 for project and portfolio management > Discover why G2 has recognized Birdview as one of the top 10 providers in the Project and Portfolio Management (PPM) category for Enterprise and Mid-Market sectors. - Published: 2024-07-17 - Modified: 2024-07-17 - URL: https://birdviewpsa.com/blog/birdview-recognized-in-g2s-top-10/ - Categories: Project Management We are excited to share that G2 has recognized Birdview as one of the top 10 providers in the Project and Portfolio Management (PPM) category for Enterprise and Mid-Market sectors in their latest Summer 2024 report. This recognition was made possible thanks to the feedback and support from our users, and we are very grateful to all of you. Birdview’s performance extends beyond the overall ranking, with significant achievements in specific indexes. Birdview is also in the top 5 for Project and Portfolio Management Implementation Index (Enterprise and Mid-Market), reflecting its implementation capabilities. Factors contributing to this score include deployment efficiency and comprehensive implementation support. Project and Portfolio Management Results Index (Mid-Market), showcasing its great results in terms of estimated return on investment, meeting user requirements, user adoption, and high likelihood to recommend. Project and Portfolio Management Usability Index (Enterprise), emphasizing its ease of use, straightforward administration, and high adoption rates among enterprise users. What is G2? G2 is a platform for business software reviews, providing insights based on authentic user feedback. The platform aids businesses in making informed software purchasing decisions by aggregating user reviews, ratings, and market presence data. G2's reports are highly regarded in the industry, offering a credible and unbiased view of the best software products available. Ranking criteria G2's ranking for Project and Portfolio Management software is derived from a comprehensive analysis based on customer satisfaction and market presence. To qualify for the Project and Portfolio Management ranking, products must have received at least ten... --- ### Resource Leveling and Resource Smoothing what is Differences > Masterfully combining resource leveling and resource smoothing ensures your team stays balanced, productive and prevents burnout. - Published: 2024-06-26 - Modified: 2024-09-02 - URL: https://birdviewpsa.com/blog/resource-leveling-vs-resource-smoothing/ - Categories: Professional Services, Resource Management Masterfully combining resource leveling and resource smoothing ensures your team stays balanced, productive and prevents burnout. When managing projects of varying complexity, project managers inevitably face the challenge of utilizing resources efficiently, particularly human resources. They must skillfully balance the importance of meeting project deadlines with the goal of achieving financial success. Masterfully combining resource leveling and resource smoothing ensures your team stays balanced, productive and prevents burnout. Let's dive into what these techniques entail, their differences, and how to apply them effectively in project management. What is resource leveling? Resource leveling is an essential technique for when resource availability becomes a critical concern. It involves meticulously adjusting the start and end dates of tasks to prevent over-allocation of resources. While this may often mean extending the project timeline, it ensures that every team member is working within their capacity, ultimately leading to a more sustainable and manageable project. Benefits of resource leveling For a project manager, there are many benefits to using resource leveling. By adjusting project timelines according to resource availability, we can prevent delays and ensure successful project completion. The resource leveling method distributes tasks evenly, minimizing burnout. It also provides clear insight into resource allocation and timing, facilitating informed decision-making. We can easily track progress, identify potential problems early, and make necessary adjustments. This method helps keep projects within budget constraints, reducing the risk of cost overruns. Disadvantages of resource leveling As a project manager, I've found that while resource leveling is crucial for maintaining balanced workloads and preventing burnout, it comes with its own challenges. By distributing tasks evenly and aligning... --- ### Best enterprise collaboration tools 2025 > What are the best enterprise collaboration tools? Discover our list of enterprise collaboration platforms, key features to look for, and how to choose the best option for your large-scale projects. - Published: 2024-06-26 - Modified: 2024-12-06 - URL: https://birdviewpsa.com/blog/best-enterprise-collaboration-tools/ - Categories: Project Management, Software Ratings Discover our list of enterprise collaboration platforms, key features to look for, and how to choose the best option for your large-scale projects. Imagine a workplace where collaboration is effortless, communication flows seamlessly, and productivity soars. In today’s digital age, this isn’t just a dream – it’s a reality made possible by enterprise collaboration software. As businesses evolve, the tools they use must keep pace, ensuring teams can work together efficiently, regardless of their physical locations. In this article, we will not only highlight some of the top enterprise collaboration tools available in 2025 but will also explore the critical features of collaboration software, and guide you on how to choose the right solution for your needs. Table of contents: 15 top enterprise collaboration software Key enterprise collaboration software features to look for How to choose the right enterprise collaboration tools for your organization 15 top enterprise collaboration software Selecting the right enterprise collaboration tool can transform how your team works, enhancing productivity, communication, and overall efficiency. From project management to real-time communication and visual collaboration, these tools offer a variety of features tailored to meet the diverse needs of modern enterprises. Below, we introduce 15 top enterprise collaboration tools that can help your team work smarter and more cohesively. Birdview Birdview is a comprehensive project management tool designed to streamline complex projects and improve team efficiency. It caters to various industries by offering advanced project planning, resource management, and real-time enterprise collaboration tools. Birdview aims to provide a holistic view of project progress and resource allocation, making it easier for managers to make informed decisions and keep projects on track. The platform... --- ### Birdview is in the top 10 of Software Advice FrontRunners for Kanban Tools > Learn why Birdview has been ranked among the top 10 Kanban tools in the latest Software Advice FrontRunners for Kanban Tools report. - Published: 2024-06-25 - Modified: 2024-09-17 - URL: https://birdviewpsa.com/blog/birdview-is-in-the-top-10-of-software-advice-frontrunners-for-kanban-tools/ - Categories: Product News, Software Ratings We are thrilled to announce that Birdview has been ranked among the top 10 Kanban tools in the latest Software Advice FrontRunners for Kanban Tools report. We are grateful for the support and feedback from our community, which has helped us achieve this honor. What is Software Advice? Software Advice is a trusted resource for software buyers, offering unbiased research, expert advice, and reviews to help businesses make informed decisions. It helps organizations of all sizes find the right software solutions to meet their needs. Software Advice offers a comprehensive database of software products across various industries and guides businesses through the software selection process, ensuring they make informed decisions. Ranking criteria To be eligible for the Software Advice FrontRunners report, products must meet the following criteria: User reviews A product must have at least 20 unique user reviews in the last 24 months. This ensures that the ratings reflect recent and relevant user experiences. Kanban functionality The product must either be a stand-alone Kanban software or offer robust Kanban features within a larger suite. Core features The software must offer key functionalities such as prioritization, task management, and visual workflow management. These features are essential for effective Kanban tools. Why Birdview? Birdview has been designed with a focus on simplicity, efficiency, and user satisfaction. Our platform offers a user-friendly interface that makes it easy for teams to adopt and start using Kanban boards effectively. The visual workflow management is intuitive, allowing users to see the status of tasks at... --- ### Resource smoothing (examples, benefits & how to apply) > Learn how resource smoothing balances resource usage by adjusting the schedule, ensuring efficiency while maintaining the project's end date. - Published: 2024-06-23 - Modified: 2024-11-21 - URL: https://birdviewpsa.com/blog/resource-smoothing/ - Categories: Resource Management Welcome to the magical land of project management, where every task is crucial, every deadline is sacred, and every resource is... well, usually overbooked. Resource smoothing is here to save the day. This guide will explain resource smoothing, why it's beneficial, and how to implement it, all sprinkled with real-world examples. Learn how resource smoothing balances resource usage by adjusting the schedule, ensuring efficiency while maintaining the project's end date. What is resource smoothing? Resource smoothing is a technique used in project management to balance resource usage without overloading any team members and while keeping the project’s end date intact. Imagine planning a detailed schedule for a construction project. Instead of having all the workers and equipment intensely busy one week and idle the next, resource smoothing involves spreading tasks evenly over time. This ensures that all resources are used efficiently, maintains a steady workflow, and avoids bottlenecks or downtime, leading to a more balanced and manageable project timeline. Table of Contents: What is resource smoothing? Resource smoothing vs. resource leveling Benefits of resource smoothing The resource-smoothing process Examples of resource smoothing Project management software for resource smoothing How to apply project management software for resource smoothing How to do resource smoothing in Birdview PSA Resource smoothing vs. resource leveling: what's the difference Resource smoothing and resource leveling are key techniques in project management, each addressing different constraints. Resource smoothing meets project deadlines by adjusting the schedule to avoid resource demand spikes. The goal is to complete the work on... --- --- ## Podcasts ### Getting Out of the Output Trap: A 4-Step Action Plan to Outcome-Based Thinking > Discover the four-step action plan to avoid the output trap and focus on outcomes, which can be applied to any area, such as workflows in the company or marketing strategy - Published: 2023-05-14 - Modified: 2023-05-18 - URL: https://birdviewpsa.com/podcasts/4-step-action-plan-to-outcome-based-thinking/ In this episode, John will speak with Hector Giner, the CEO at Z1, an award-winning digital project studio. Hector leads a team of almost 100 digital crafters who have helped over 150 startup founders and experienced companies worldwide to launch their businesses into the market. With a background in engineering, product management, and visual design, Hector will discuss the dangers of focusing on outputs instead of outcomes. He'll share examples of how organizations often jump to solutions before understanding the right problems to solve and the negative impact this can have on time, resources, and brand reputation. John and Hector will talk about: The common mistake of focusing on outputs rather than outcomes in all levels and areas of a company, including marketing, product, and internal workflows The challenges of critical thinking and innovative problem-solving in larger organizations with standardized processes and positions A four-step action plan to avoid the output trap and focus on outcomes, which can be applied to any area, such as workflows in the company or marketing strategy What can go wrong if someone’s trying to be outcome-based on personal and organizational levels and how to avoid it Hector's personal experience creating a strategic initiative based on the similarities he sees in different practices To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe on Apple Podcasts, Spotify, and/or follow updates on our website. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in... --- ### Dangers of Adopting Software without a Proper Implementation Strategy > Discover how organizations can avoid making common mistakes during the implementation process and get maximum value from the new tool. - Published: 2023-04-07 - Modified: 2023-04-12 - URL: https://birdviewpsa.com/podcasts/dangers-of-adopting-software-without-a-proper-implementation-strategy/ In the upcoming episode, John will speak with Ashleigh Clark, Chief Optimization Officer at Process Alchemist, an online training company focused on teaching you to create a flexible, adaptable program management strategy for your organization that's going to help you optimize processes without creating unnecessary overhead. Ashleigh has spent almost 2 decades in program and project management roles across various industries, focusing heavily on data and analytics. Ashleigh will talk about the dangers of implementing software without a proper implementation strategy and what organizations should do to make sure they receive maximum value from the new tool. John and Ashleigh will talk about: Why organizations keep making the same mistakes during the implementation process and what they should do instead Key steps of a proper implementation process built around the new tool Why invest in training the users on the right way to use the tool Why organizations need to identify KPIs before implementing new software and check back on them constantly To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe on Apple Podcasts, Spotify, and/or follow updates on our website. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player. --- ### Success Story: How Hatch LTK Implemented Birdview PSA (formerly Easy Projects) > Learn how you can introduce new technologies to your team to minimize risks and streamline operations and how Birdview PSA can become a single source of truth for your organization’s resources, finances, and projects. - Published: 2023-03-23 - Modified: 2023-03-27 - URL: https://birdviewpsa.com/podcasts/success-story-how-hatch-ltk-implemented-birdview-psa/ In this episode, our guest Erika Brown, the Director of Projects Assurance and Controls at Hatch LTK, a professional services firm delivering technical and strategic services to the infrastructure sector, with a focus on Passenger Rail. Erika will talk about her experience implementing and working with the Birdview PSA solution (formerly Easy Projects) and will also share her advice on how it’s best to introduce new technologies to the team to minimize risks. Erika will tell how Birdview PSA helped their organization to: Improve resource utilization and provide early insight into hiring projections to facilitate hiring decisions Improve project management delivery processes and procedures Integrate all business systems and information into one enterprise system, providing a single source of truth for resources, finances, and projects With Birdview PSA, Hatch LTK achieved great results and saved approximately 1,700 hrs and $300K per year. To learn more about these and other achievements, check out our Hacth LTK case study here: https://birdviewpsa. com/client-case-studies/hatch-ltk/ To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe on Apple Podcasts, Spotify, and/or follow updates on our website. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player. --- ### Innovation 101: How to Foster Right Changes in Your Organization > Discover what strategies and approaches to use to drive innovation inside your organization. - Published: 2023-02-17 - Modified: 2023-03-21 - URL: https://birdviewpsa.com/podcasts/innovation-101-how-to-foster-right-changes-in-your-organization/ In this episode, John will speak with Izabela Nanushi, Director of Innovation at Interac, one of Canada’s leading and most trusted financial brands. Izabela will talk about the dangers of reclaiming that your company is innovative when you have not really put in place the disciplines and measurements to ensure you are. John and Izabela will discuss: Why so many organizations are touting that they want to be innovative and making promises but don't really follow through on the behavior How organizations should make this commitment to innovation and how they should follow through Types of innovations on long-term and short-term horizons What are the right questions to ask when thinking about introducing innovation to your organization What are the top challenges for companies when it comes to innovation What are the reasons why innovative behavior is so powerful What is strategic foresight methodology and MVE (minimum viable ecosystem) and how they help organizations drive innovation To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe on Apple Podcasts, Spotify, and/or follow updates on our website. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player. --- ### The Danger of Trying to Do Everything In-House: Why Businesses Need Experts > Listen to our podcast and learn the dangers of always trying to do everything in-house without the use of a qualified expert to guide you. - Published: 2022-12-12 - Modified: 2023-03-21 - URL: https://birdviewpsa.com/podcasts/why-businesses-need-experts/ In today's episode, John will talk to Stefanie Curtis, the CEO of Pace Creative, an award-winning women-led marketing agency that builds marketing growth strategies based on data and research for predictable growth for major global companies. John and Stefanie will discuss: The dangers of always trying to do everything in-house without the use of a qualified expert to guide you What mistakes executives make when searching for experts to solve their business problems Why executives make these mistakes again and again How to understand when you should stop trying to do everything in-house and should hire experts What steps you should take to know what experts your business needs To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe on Apple Podcasts, Spotify, and/or follow updates on our website. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player. --- ### Ensuring Your Project’s Success: Best Techniques Shared by a PMO Professional > Listen to our podcast and learn how to build up your project’s success from the start. - Published: 2022-11-22 - Modified: 2023-03-20 - URL: https://birdviewpsa.com/podcasts/ensuring-your-projects-success/ In this episode, John will talk to Kathy Carrillo, an Independent PMO Professional, who has been working in the architecture, engineering, and construction industry for over 17 years, with roles focused on project management for the last 13 years. John and Kathy will discuss the following: Best techniques for ensuring that a business initiative is poised for success right from the launch Understanding the who, what, when, where, why, and how before you get to the solution Asking the right questions and gathering all the information Figuring out what a good KPI could be, to measure your project success Kathy also was very kind to share her PMO Project Intake Form, which you can download and follow to ensure your projects are built for success from the very start. Download Now To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe on Apple Podcasts, Spotify, and/or follow updates on our website. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player. --- ### Designing a Better Hiring Process: Mistakes to Avoid and Steps to Take > Listen to this podcast and learn why it's time to review your hiring process for the benefit out your business and the candidates. - Published: 2022-10-05 - Modified: 2023-03-20 - URL: https://birdviewpsa.com/podcasts/designing-a-better-hiring-process-mistakes-to-avoid-and-steps-to-take/ In today’s episode, John talks to Ryan Schram, the President & Board Director at IZEA, about the importance of the hiring process in the modern era of remote and hybrid work and the biggest hiring mistakes every organization should avoid. John and Ryan will discuss: How to avoid major hiring mistakes when selecting job candidates to interview The importance of understanding which soft skills are relevant to your business when hiring a new employee The negative impact on the organization in terms of revenue and resources when not hiring for soft skills What a good hiring process should look like in the era of remote and hybrid work To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe on Apple Podcasts, Spotify, and/or follow updates on our website. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player. --- ### Project Manager 101: Why You Should Let Your PMs Lead with Their Superpowers > Listen to this podcast and learn about the value that great project managers bring to their team and organization. - Published: 2022-09-07 - Modified: 2023-03-20 - URL: https://birdviewpsa.com/podcasts/project-manager-101-why-you-should-let-your-pms-lead-with-their-superpowers/ In today’s episode, John speaks with Rebecca Seago-Coyle, the Director of Project Management at ConcertAI, about the danger of working with an accidental project manager and the business value of the project management office. John and Rebecca will talk about: The responsibilities and importance of a project manager in every business The biggest mistakes every organization makes in terms of project management What methodologies can be applied to fix these mistakes To make sure you never miss an episode of When Spreadsheets Hit the Fan, subscribe on Apple Podcasts, Spotify, and/or the website. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player. --- ### Digital Transformation: How to Make It Work > Listen to this podcast to learn about the importance of digital transformation and common mistakes organizations make when digitizing their businesses. - Published: 2022-08-24 - Modified: 2025-03-21 - URL: https://birdviewpsa.com/podcasts/digital-transformation-how-to-make-it-work/ In today’s episode, John talks to Shawn Freeman, the Vice President at Fully Managed, former TWT Group, about one of the most important processes any business should deal with to survive in the face of the future - digital transformation. In this episode, you will learn: What common digital transformation mistakes and misconceptions exist Why disruption is ok for your business How technology simplifies any business development To make sure you never miss an episode of When Spreadsheets Hit the Fan, subscribe on Apple Podcasts, Spotify, and/or the website. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player. --- ### Moving Past Band-Aid Solutions: The Importance of Scaling Processes > Listen to this podcast to learn how to get rid of temporary solutions in your business and scale up processes. - Published: 2022-08-10 - Modified: 2023-03-17 - URL: https://birdviewpsa.com/podcasts/moving-past-band-aid-solutions-the-importance-of-scaling-processes/ In today’s episode, John speaks with Kai Fahrion, Co-CEO at Zeno, a residential solar solutions provider that delivers comprehensive, turn-key solutions to homeowners across Canada. Today’s topics are: Proactive process improvements over band-aid solutions The pitfalls of a reactive micromanagement-based process Why KPIs matter when measuring process improvements To make sure you never miss an episode of When Spreadsheets Hit the Fan, subscribe on Apple Podcasts, Spotify, and/or the website. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player. --- ### How Do We Ask the Right Questions to Change the Status Quo > Listen to podcast and learn how businesses can get out of their comfort zone and not get stuck in the status quo. - Published: 2022-07-27 - Modified: 2023-03-17 - URL: https://birdviewpsa.com/podcasts/how-do-we-ask-the-right-questions-to-change-the-status-quo/ In today’s episode, John speaks with the COO at Galatea Technologies, Cara Haberstock, about getting out of your company’s comfort zones, recognizing when the status quo you’re currently stuck in is in need of a change, and how to ask the right questions to make the necessary changes to your work routine. John and Cara talk about Identifying the status quo and getting away from it Asking the right questions to the right people on how the status quo should change How we can change our own mindset and viewpoint to recognize what should change. To make sure you never miss an episode of When Spreadsheets Hit the Fan, subscribe on Apple Podcasts, Spotify, and/or the website. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player. --- ### Why Are 75% of PMOs Disbanded within Three Years? > A business podcast on effective PMO and its metrics. Learn how to create a customer-centric company. - Published: 2022-07-13 - Modified: 2023-03-17 - URL: https://birdviewpsa.com/podcasts/why-are-75-of-pmos-disbanded-within-three-years/ In today’s episode, John speaks with Randy Hall of Logically. Logically is a nationally managed IT Service Provider with the goal of making IT Management easy and secure for hundreds of corporations, healthcare organizations, Not-For-Profits, and Public Sector Agencies. Randy’s the Director of Project Management where he helps build project-focused, customer-centric departments. John and Randy talk about: Building a world-class PMO The biggest mistakes people make when they initially establish a PMO What KPIs you should track to measure the effectiveness and success of your PMO To make sure you never miss an episode of When Spreadsheets Hit the Fan, subscribe on Apple Podcasts, Spotify, and/or the website. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player. --- ### Why Companies Must Continue to Update their Value Proposition > What does value mean to a business, and why is it so important to increase it? Why do some people build an empire and others go bankrupt? It's all in our podcast. - Published: 2022-06-29 - Modified: 2023-03-17 - URL: https://birdviewpsa.com/podcasts/why-companies-must-continue-to-update/ In today’s episode, John speaks with Edmund Hugo Lunde. Edmund is the Co-Founder and COO of Arion Blue, a privately held engineering company based in Huston, Texas. In this episode, they discuss: Why many companies fail to keep their value propositions current and relevant Examples of companies that fail to do this Steve Jobs as an example of a leader who was a master of keeping the value proposition current even in the midst of adversity To make sure you never miss an episode of When Spreadsheets Hit the Fan, subscribe on Apple Podcasts, Spotify, and/or the website. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player. Subscribe to the show in your favorite podcast player, so you don’t miss any upcoming episodes. We’ll see you soon! --- ### Business as an Ecosystem: Thinking Beyond Buyers and Sellers > As business becomes more of an ecosystem, we must look past traditional roles of “buyers and sellers.” What strategies can we use to build better business relationships? - Published: 2022-06-08 - Modified: 2023-03-15 - URL: https://birdviewpsa.com/podcasts/business-as-an-ecosystem/ As business becomes more of an ecosystem, we must look past the traditional roles of “buyers and sellers. ” What strategies can we use to build better business relationships? In this episode, John speaks with Zach McGrath of LCG Advisors about the power of partnership-based strategies that can be used by a variety of Professional Service Organizations. Join us as we discuss: The one big mistake professional service organizations make The negative impact of bringing on a stingy customer The importance of setting expectations with new customers Why due diligence teams make the deals stronger not longer The importance of value-based partnerships Subscribe to the show in your favorite podcast player so you don’t miss any upcoming episodes. We’ll see you soon! --- ### Digging Out the Data: A Case for Measurement as a Core Company Value > In a business culture that demands speed and urgency, is a case to be made for using data to make the right decisions? - Published: 2022-06-07 - Modified: 2023-03-10 - URL: https://birdviewpsa.com/podcasts/digging-out-the-data/ In a business culture that demands speed and urgency, is a case to be made for using data to make the right decisions? In this episode, we speak with Sean Collier, Chief Operating Officer at Etna Interactive. Join us as we discuss: The Importance of data-based decision making The shortcomings of product-based organizations: is there really a market for what you’re selling? Finding the balance between speed vs data-driven decisions The case for measurement as a core company value Subscribe to the show in your favorite podcast player, so you don’t miss any upcoming episodes, and watch our episodes on our YouTube channel. We’ll see you soon! --- ### Introducing... When Spreadsheets Hit the Fan > Welcome to When Spreadsheets Hit the Fan, a Birdview podcast. This is a show for leaders in fast-growing professional services organizations looking for the latest conversations around Service Delivery best practices. - Published: 2022-06-07 - Modified: 2024-07-25 - URL: https://birdviewpsa.com/podcasts/introducing/ Welcome to When Spreadsheets Hit the Fan, a Birdview podcast. This is a show for leaders in fast-growing professional services organizations looking for the latest conversations around Service Delivery best practices. At Birdview PSA, we aim to increase our customer’s profitability by automating and optimizing the entire service delivery cycle. We’ve created this show to provide helpful, actionable and approachable solutions to specific challenges faced by service delivery teams through conversations with heads of operations, project and delivery managers. We’re going to be talking about: typical pitfalls and bottlenecks faced by fast-growing service organizations practical tips for resolving schedule or budget problems best practices for better outcomes and customer satisfaction If you’ve ever self-identified as an accidental project manager, you’ve come to the right place. Subscribe to the show in your favorite podcast player so you don’t miss any upcoming episodes. We’ll see you soon! --- --- ## Resources ### Mastering financial forecasting:  A strategic approach for professional service firms > In the professional services sector, the importance of accurate financial forecasting cannot be overstated. This sector characteristically operates on thin margins and is vulnerable to swift changes in resource requirements and project timelines. - Published: 2023-06-19 - Modified: 2024-09-02 - URL: https://birdviewpsa.com/resources/whitepaper/strategic-approach-for-professional-services-firms/ - Resource Types: Whitepaper In the professional services sector, the importance of accurate financial forecasting cannot be overstated. This sector characteristically operates on thin margins and is vulnerable to swift changes in resource requirements and project timelines. Unlock the secrets to effective financial forecasting in professional services firms with the comprehensive ebook, "Mastering Financial Forecasting in Professional Services Firms: A Strategic Approach. " This invaluable resource provides practical insights, real-world case studies, and a strategic roadmap to help professional services firms navigate the challenges and optimize their financial forecasting processes. Download the ebook now and gain the knowledge and strategies to optimize your financial forecasting practices for sustainable success. --- ### How streamlining the quote-to-cash process can save $300,000 per year > Get practical insights for engineering and consulting firms, outlining common challenges and offering solutions to enhance profitability. - Published: 2023-06-01 - Modified: 2024-04-11 - URL: https://birdviewpsa.com/resources/whitepaper/how-streamlining-the-quote-to-cash-process-can-save-300000-per-year/ - Resource Types: Whitepaper Discover the benefits of optimizing your quote-to-cash process and learn how it can enhance profitability and sustainable growth for your firm. From accurate estimates and efficient resource allocation to timely invoicing and improved cash flow, this ebook covers it all. Discover how to optimize the quote-to-cash process and save $300,000 per year. This ebook provides practical insights for engineering and consulting firms, outlining common challenges and offering solutions to enhance profitability. Transform your quote-to-cash process and drive sustainable growth. Get your copy of the ebook now! --- ### Calculating and managing resource utilization in professional services firms > Discover valuable insights and practical guidance on calculating and managing resource utilization in professional services organizations. - Published: 2023-05-05 - Modified: 2024-04-11 - URL: https://birdviewpsa.com/resources/ebook/calculating-and-managing-resource-utilization-in-professional-services-firms/ - Resource Types: Ebook This is where the concept of managing resource utilization is useful. Resource utilization measurements are metrics that help visualize the amount of time team members are spending in their assigned roles. Discover valuable insights and practical guidance on calculating and managing resource utilization in professional services organizations. This comprehensive ebook equips project and delivery managers with the knowledge and tools to optimize resource allocation and improve productivity. Enhance your resource management strategies and drive efficiency in your professional services organization. Get your copy of the ebook now! --- ### How tool consolidation reduces inefficient in professional services organizations > Discover how consolidating your tools can significantly reduce inefficiencies in your workflow. Dive into Birdview's comprehensive e-book collection to gain valuable insights and strategies for streamlining your processes and maximizing productivity. Uncover the power of tool consolidation today! - Published: 2023-04-20 - Modified: 2024-04-11 - URL: https://birdviewpsa.com/resources/whitepaper/how-tool-consolidation-reduces-inefficiencies/ - Resource Types: Whitepaper The goal of this whitepaper is to help organizations improve their project visibility and overall process efficiencies. It covers the impacts of having too many tools, industry best practices for tool consolidation, and professional services client success stories. Discover the transformative power of tool consolidation. This comprehensive guide explores the challenges of using multiple tools and provides best practices for consolidating your toolset to enhance project visibility and streamline workflows. By reading this ebook, you will: Understand the drawbacks of having too many tools in professional services organizations Learn the best practices for tool consolidation to improve operational efficiency Discover real-life success stories of professional services clients who achieved significant benefits through tool consolidation Gain insights into creating a single source of truth for project and financial data Explore the advantages of synchronizing your functional platforms for seamless workflow management Obtain practical recommendations for encouraging feedback and eliminating redundant tools Learn how resource management software like Birdview can simplify and optimize your tool consolidation efforts Unlock the potential of tool consolidation and experience increased productivity and streamlined processes in your professional services organization. Get your copy of the ebook now! --- ### 5 resource management strategies to ride out the economic downturn > In our own research, conducted among our clients and the best performers in the professional services industry we’ve identified the following five strategies that should help you steer your corporate ship clear of rocks and shallows of economic downturn. - Published: 2023-04-15 - Modified: 2024-04-11 - URL: https://birdviewpsa.com/resources/whitepaper/5-resource-management-strategies-to-ride-out-the-economic-downturn/ - Resource Types: Whitepaper In our own research, conducted among our clients and the best performers in the professional services industry we’ve identified the following five strategies that should help you steer your corporate ship clear of rocks and shallows of economic downturn. Discover invaluable insights and practical guidance to steer your professional services organization through economic downturns. This comprehensive guide is specifically designed for Chief Operating Officers and Heads of Service Delivery, providing strategic resource management strategies to help you thrive in challenging times. Don't miss out on this opportunity to gain valuable insights and strategies for optimizing your resource management practices. Get your copy of the ebook now! --- ### 10+ examples of resource management reports for delivery, project and resource managers > Explore a wealth of practical examples and insights in our e-book. Enhance your skills and discover effective techniques for optimizing resource allocation and achieving project success. - Published: 2023-03-25 - Modified: 2024-09-02 - URL: https://birdviewpsa.com/resources/ebook/10-examples-of-resource-management-reports/ - Resource Types: Ebook In this ebook, we will delve into the most crucial resource management reports, offering you over ten practical examples of reports that will help you to optimize resource allocation, maximize productivity, and ensure the timely delivery of your projects In today's competitive business landscape, effective resource management is the key to staying ahead of the curve and ensuring successful project execution. Whether you're a seasoned project manager or new to the field, this guide is designed to provide you with practical examples and insights that will help you optimize resource allocation, maximize productivity, and deliver projects on time. Discover the power of effective resource management. This comprehensive guide provides a wide range of practical examples of resource management reports that are crucial for optimizing resource allocation and ensuring successful project delivery. Unlock the full potential of resource management and enhance your project delivery capabilities. Don't miss out on this opportunity to optimize your resource allocation, improve productivity, and achieve project success. Get your copy of the ebook now! --- ### How to run a project management software pilot within enterprise team > Discover the essential guide to running a successful project management software pilot within enterprise teams. Birdview's comprehensive e-book collection provides valuable insights, best practices, and practical tips for implementing and evaluating project management software. - Published: 2023-02-26 - Modified: 2024-04-11 - URL: https://birdviewpsa.com/resources/whitepaper/how-to-run-a-project-management-software-pilot-within-enterprise-teams/ - Resource Types: Whitepaper This whitepaper highlights 9 best practices followed by our Enterprise clients during their Project Management Software trials. Discover the essential steps to run a project management software pilot within enterprise teams successfully. This comprehensive guide provides valuable insights and best practices to help you navigate the process of selecting the most suitable project management platform for your organization. Unlock the potential of successful project management software implementation within your enterprise teams. Get your copy of the ebook now! --- ### How to run a project management software pilot within a small business > Unlock the secrets to running a seamless project management software pilot within your small business with Birdview PSA - Published: 2023-01-26 - Modified: 2024-09-02 - URL: https://birdviewpsa.com/resources/whitepaper/how-to-run-a-project-management-software-pilot-within-a-small-business/ - Resource Types: Whitepaper This whitepaper highlights 9 best practices followed by our SMB clients during their Project Management Software trials. Discover the 9 proven practices to successfully run a project management software pilot within a small business. This ebook provides valuable insights and practical guidance to ensure you choose the right project management platform for your organization. Unlock the potential of project management software within your small business. Get your copy of the ebook now and gain valuable insights to make informed decisions for successful implementation. --- ### The ultimate guide to project finances > Equip yourself with the ultimate guide to project finances and gain a comprehensive understanding of key concepts, formulas, and real-life examples. This invaluable resource will empower you to make informed financial decisions, ensuring the overall health and success of your projects. Master the art of managing project finances and secure a strong financial foundation. - Published: 2022-07-12 - Modified: 2024-04-11 - URL: https://birdviewpsa.com/resources/ebook/the-ultimate-guide-to-project-finances/ - Resource Types: Ebook By reading this guide, you will be equipped with project finance definitions, formulas, and real examples of when to best use them so, moving forward, you can ensure your project's overall financial health is strong! A critical aspect of project management success lies in understanding and effectively managing project finances. While profit may be the first figure that comes to mind, there are numerous other financial aspects that project managers need to track to ensure project health and profitability. To demystify the complexities of project finances, we have created "The Ultimate Guide to Project Finances. " Transform your quote-to-cash process and drive sustainable growth. Get your copy of the ebook now! --- ### Practical guide to painless business software implementations > Discover the practical guide to painless business software implementations in our insightful whitepaper - Published: 2022-07-12 - Modified: 2024-04-11 - URL: https://birdviewpsa.com/resources/ebook/practical-guide-to-painless-business-software-implementations/ - Resource Types: Ebook In this whitepaper, we’ll go over how to effectively implement business software in the most effective and impactful way possible. Unlock the secrets to successful business software implementations with this practical guide. In this ebook, written by Maxim Yakubovitch, a project management business consultant and coach with 20 years of experience, you'll discover valuable insights and strategies to make your software implementation journey smooth and painless. Don't let software implementations be a source of fear or uncertainty. This comprehensive guide equips you with the knowledge and strategies to navigate the challenges and complexities of business software implementations. Whether you're a small business or a larger organization, this ebook provides practical advice to ensure your implementation journey is smooth, efficient, and successful. Get your copy of the Practical Guide to Painless Business Software Implementations now and embark on a journey towards seamless software implementation within your organization. --- ### Beginner’s guide to Kanban > Embark on your journey into Kanban project management with our comprehensive beginner's guide. Gain a solid foundation in Kanban principles, methodologies, and best practices. Unlock the power of visual workflows, efficient task management, and continuous improvement. - Published: 2022-07-12 - Modified: 2024-04-11 - URL: https://birdviewpsa.com/resources/ebook/kanban/ - Resource Types: Ebook Discover an in-depth look at the Kanban project management methodology, a lean system that strives to maximize efficiency and eliminate waste in the process. This white paper presents an in-depth look at the Kanban project management methodology, a lean system that strives to maximize efficiency and eliminate waste in the process. Originating from Toyota's production system in 1953, Kanban is based on the principle of only restocking an item once it runs out, effectively matching production to customer demand. In a project management setting, each task is visually mapped out like parts on a Toyota assembly line, and team members work on their specific tasks and pass them on to the next phase. This not only promotes a status-based view of project progression but also encourages pull production over push production, ensuring no overload of work. This paper also explores the benefits of using Kanban boards, such as increased productivity and efficiency, reduced bottlenecking, and effective utilization of resources. Furthermore, it acknowledges that Kanban might not be suitable for every team or project type, detailing specific scenarios where its implementation proves most beneficial. Are you ready to streamline your project management process and maximize efficiency with the Kanban methodology? Get your copy of the white paper now! --- ### Top 5 mistakes during project management software implementation > Avoid the top 5 mistakes during project management software implementation with our insightful guide. Learn from common pitfalls and challenges faced during the implementation process. Gain valuable tips and strategies to ensure a smooth and successful transition. - Published: 2022-07-12 - Modified: 2024-04-11 - URL: https://birdviewpsa.com/resources/whitepaper/top-5-mistakes-during-project-management-software-implementation/ - Resource Types: Whitepaper This whitepaper highlights some of the common implementation mistakes that we encountered and offers business-proven solutions on how to resolve or prevent them. Uncover how to expertly implement project management software and avoid common pitfalls in your organization. This whitepaper draws from the wealth of experience accumulated by the Birdview PSA team since 2004, as they aided thousands of companies in integrating project management software within their frameworks. Through numerous successes and a few setbacks, we've garnered valuable insights on what factors contribute to the success or failure of Project Management Software implementation. This whitepaper aims to share this knowledge with you, focusing on the recurring errors we've observed and the tried-and-true solutions to avoid them. With these insights, you can successfully navigate the choppy waters of Project Management Software implementation, increasing your chances of success while minimizing potential setbacks. Harness this knowledge and transform your organization's project management capabilities. Get your copy of the whitepaper today! --- ### Remote teams: 9 best practices > Uncover the 9 best practices for running a project management software pilot specifically designed for remote teams. In this informative whitepaper, we present our research-backed insights to help you optimize your remote team's project management processes. - Published: 2022-07-12 - Modified: 2024-04-11 - URL: https://birdviewpsa.com/resources/whitepaper/remote-teams-9-best-practices/ - Resource Types: Whitepaper With our research, we’ve created this whitepaper highlighting 9 best practices for running a project management software pilot for remote teams. In this comprehensive guide, we distill our years of experience into actionable insights and provide you with a clear roadmap for successfully piloting project management software for remote teams. --- ### How to gain executive sponsorship for new project management > Discover the secrets to gaining executive sponsorship and learn proven strategies to successfully influence change within your organization and secure the support of key decision-makers. - Published: 2022-07-12 - Modified: 2024-04-11 - URL: https://birdviewpsa.com/resources/whitepaper/how-to-gain-executive-sponsorship-for-new-project-management/ - Resource Types: Whitepaper Discover knowledge and strategies to navigate the complexities of gaining executive sponsorship for your project. Are you struggling to gain executive sponsorship for your new project management initiative? Look no further than this comprehensive ebook, which provides valuable guidance on influencing change and securing executive support. Written with practical insights and expert advice, this ebook equips you with the knowledge and strategies to navigate the complexities of gaining executive sponsorship for your project. Don't let the challenges of gaining executive sponsorship hold you back. With this ebook as your guide, you'll learn the strategies and techniques to effectively influence change, build a compelling business case, and secure executive support for your project management initiative. Download the ebook now and take the first step towards driving successful project management within your organization. --- ---