# 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 - [FAQ](https://birdviewpsa.com/psa-guide/faq/) - [Easy Projects](https://birdviewpsa.com/easyprojects/) - [FAQ](https://birdviewpsa.com/resource-management-guide/faq/) - [Birdview Professional Services Demo](https://birdviewpsa.com/birdview-psa-demo/) - [What does a project manager do? Roles, skills & daily tasks](https://birdviewpsa.com/project-management-guide/the-project-manager/): A Project Manager takes ownership of several aspects of a project, including the project's planning, monitoring, controlling and closure upon completion. - [Project planning: How to plan a project step by step](https://birdviewpsa.com/project-management-guide/how-to-plan-a-project/): We’ll show you how to gather the information, choose the right team, select the appropriate methodology and get approval from project stakeholders. - [What is project management? A complete guide for teams and professionals](https://birdviewpsa.com/project-management-guide/project-management/): Learn what project management is, its phases, methods, tools, and how to lead successful projects with the right strategy and software. - [Enterprise project management: a simple guide](https://birdviewpsa.com/project-management-guide/enterprise-project-management/): Learn what enterprise project management is, how an EPMO works, and the tools, roles, and best practices to align projects with business strategy. - [Project Management Glossary](https://birdviewpsa.com/project-management-guide/glossary/): Explore essential project management terms and definitions to understand roles, tools, methodologies, and processes better. Ideal for managers, teams, and stakeholders. - [Project Portfolio Management Glossary](https://birdviewpsa.com/project-portfolio-guide/glossary/): Explore key project portfolio terms and definitions. This glossary helps PMOs, executives, and teams speak the same language across planning, tracking, and reporting. - [Professional Services Automation Glossary](https://birdviewpsa.com/psa-guide/glossary/): Explore essential PSA software terms and definitions in our complete glossary to better understand professional services automation. - [Project Finance Glossary](https://birdviewpsa.com/project-finance-guide/glossary/): Explore essential project finance terms in this complete glossary. Learn key budgeting, cost estimation, and financial metrics used in project management, all in one place. - [Resource Management Glossary](https://birdviewpsa.com/resource-management-guide/glossary/): Learn the meaning of essential resource management terms. A practical glossary for project managers, teams, and planners. - [Project portfolio guide](https://birdviewpsa.com/project-portfolio-guide/): Get practical steps, tools, and insights to help you manage, prioritize, and report on multiple projects aligned with your business goals. - [What is a project portfolio? A simple guide](https://birdviewpsa.com/project-portfolio-guide/project-portfolio-definition/): Learn what a project portfolio is, how it differs from projects and programs, and how to manage one for strategic success - [Project portfolio management process: stages and tools](https://birdviewpsa.com/project-portfolio-guide/project-portfolio-management-process/): We’ll walk through the main stages of the PPM lifecycle and show you how to build a process that’s scalable and repeatable. - [How to track project portfolio performance with KPIs](https://birdviewpsa.com/project-portfolio-guide/project-portfolio-metrics/): Discover how to measure project portfolio performance using KPIs. Practical examples, formulas, and insights for PMO, BI, and operations teams. - [Executive reporting for project portfolios: What leaders need to see](https://birdviewpsa.com/project-portfolio-guide/project-portfolio-reports/): Discover how to create executive-level project portfolio reports that drive clarity, strategic alignment, and data-informed decisions across your organization. - [What is PSA software? A complete guide for service-based firms](https://birdviewpsa.com/psa-guide/what-is-professional-services-automation-software/): Discover what PSA software is, how it works, and why service firms choose Birdview PSA to manage projects, resources, billing, and reporting in one platform. - [End-to-End IT Project Management Software for IT Teams](https://birdviewpsa.com/solutions/pm-software-for-internal-it-teams/): Birdview helps internal IT departments align priorities, manage workloads, and ensure visibility across all tech-driven operations on a single platform - [Resource management: process, tips, & real-life examples](https://birdviewpsa.com/resource-management-guide/what-is-resource-management/): In this guide, we will review all key aspects of resource management, from its definition to advanced concepts like resource... - [Billing Workflow: From Time and Expense Tracking to Invoicing](https://birdviewpsa.com/use-cases/billing-workflow/): Birdview PSA allows you to automate your entire billing cycle, from time and expense tracking to invoicing, in one unified platform - [Resource Matching Process for Balanced Workload](https://birdviewpsa.com/use-cases/resource-matching/): Streamline workload distribution with Birdview PSA’s resource matching process. Assign the right people to the right tasks based on skills, capacity, and availability - [Resource Planning: A Practical Guide From The Experts 2025](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... - [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 - [Fast and Accurate Project Cost and Budget Estimation](https://birdviewpsa.com/use-cases/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 - [Uses](https://birdviewpsa.com/use-cases/): Online Project management software tool for managing & tracking projects & tasks online. Birdview makes project management & team collaboration straightforward and hassle-free. Simple and easy project management system - [Seamless handoff from sales to implementation](https://birdviewpsa.com/use-cases/handoff-from-sales-to-implementation/): Streamline your project intake process and shorten your sales cycle with Birdview PSA to start delivering services faster - [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 - [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 - [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. - [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. - [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. - [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. - [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 - [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. - [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. - [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. - [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/) - [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 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 - [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 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. - [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. - [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. - [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. - [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 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 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 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 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 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 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 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. - [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. - [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. - [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. - [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. - [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." - [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. - [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. - [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 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! - [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! - [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. --- ## Posts - [Best Scoro alternatives 2026](https://birdviewpsa.com/blog/best-scoro-alternatives/): Compare Birdview PSA, Productive, Monday. com, and more to find the right software for your team. - [Top Kantata alternatives (2026)](https://birdviewpsa.com/blog/best-kantata-alternatives/): Compare top Kantata alternatives in 2026. Explore Birdview PSA, Productive, Monday. com, and more to find the right PSA software... - [A step-by-step guide to migrating from Microsoft Project Online to a new platform](https://birdviewpsa.com/blog/guide-to-migrating-from-microsoft-project-online/): Learn how to migrate from a retiring Microsoft Project Online to a new platform with our detailed step-by-step guide covering... - [How resource management improves project profitability](https://birdviewpsa.com/blog/resource-management-improves-project-profitability/): A practical guide to turning role-based planning, real capacity, and clean time-to-invoice flows into higher margins, with clear Birdview PSA... - [Checklist: 20 questions to ask before choosing a PSA](https://birdviewpsa.com/blog/questions-to-ask-before-choosing-psa/): Our comprehensive PSA selection checklist includes 20 essential questions on features, integrations, onboarding, and cost. Make a confident, data-driven decision. - [Canadian-hosted PSA: A guide to PIPEDA, GDPR, and data residency](https://birdviewpsa.com/blog/canadian-hosted-psa-pipeda-gdpr/): Discover how a Canadian-hosted PSA simplifies PIPEDA and GDPR compliance. Learn about data residency, security, and why choosing a Canadian... - [PSA integrations: HubSpot vs. Salesforce for automating project creation](https://birdviewpsa.com/blog/psa-integrations-hubspot-vs-salesforce-automate-project-creation/): Compare PSA integrations for HubSpot and Salesforce to see which CRM offers the best automation for project creation. Learn how... - [A practical guide to adaptive 30/60/90-day capacity forecasting with PSA](https://birdviewpsa.com/blog/30-60-90-day-capacity-forecast-psa/): Our step-by-step guide helps you optimize resources, predict revenue, and make smarter hiring decisions. - [A practical guide to managing unnamed roles in project planning](https://birdviewpsa.com/blog/manage-unnamed-roles-project-planning/): Learn how to manage unnamed roles and resource placeholders in project planning to improve forecasting, capacity planning, and profitability. - [Resolve resource conflicts and prioritize projects: a tactical playbook](https://birdviewpsa.com/blog/resolve-resource-conflicts-prioritize-projects/): Learn to manage resource conflicts and prioritize projects for optimal allocation with our step-by-step playbook. Boost profitability and team efficiency. - [How to calculate project profitability in real time with PSA software](https://birdviewpsa.com/blog/calculate-project-profitability-real-time-psa/): Our guide covers key formulas, EAC/ETC forecasting, and using a project profitability dashboard in your PSA software. - [Automate invoicing: A guide to retainer, T&M, and fixed fee billing in PSA](https://birdviewpsa.com/blog/automate-invoicing-psa-billing-types/): Compare retainer vs. time and materials vs. fixed fee billing to reduce errors, prevent revenue leakage, and improve cash flow. - [Budget vs actuals: A practical guide to protecting project margins](https://birdviewpsa.com/blog/budget-vs-actuals-project-margins/): Learn how to track budget vs actuals, set trouble indicators to flag overruns, and implement workflows to recover project profitability... - [Common pitfalls when switching from Microsoft Project Online (and how to avoid them)](https://birdviewpsa.com/blog/common-pitfalls-when-migrating-from-ms-project-online/): This article walks through the most common pitfalls we’ve seen during MS Project Online migrations, and more importantly, how to... - [Best Microsoft Planner alternatives 2025](https://birdviewpsa.com/blog/best-microsoft-planner-alternatives/): Compare top Microsoft Planner alternatives: Birdview PSA, Asana, Trello, Monday. com, ClickUp, and Basecamp. See resource, financial, and reporting features. - [MS Project Online is retiring: How Canadian teams can prepare](https://birdviewpsa.com/blog/ms-project-online-is-retiring-how-canadian-teams-can-prepare/): Learn what Canadian teams should do next and how Birdview offers a secure, local alternative. - [Best advertising agency software 2025](https://birdviewpsa.com/blog/best-advertising-agency-software/): Running an ad agency means juggling a lot more than creative ideas and client pitches. You’re coordinating remote teams across... - [Top Microsoft Project Online alternatives 2025](https://birdviewpsa.com/blog/top-microsoft-project-online-alternatives/): Explore the top 6 Microsoft Project Online alternatives for service-based teams of 2025. Compare Birdview PSA, Smartsheet, OpenProject, and other... - [Birdview featured in Capterra Shortlist for Advertising Agency Software 2025](https://birdviewpsa.com/blog/birdview-featured-in-capterra-shortlist-for-advertising-agency-software-2025/): Birdview PSA earns a spot in Capterra’s 2025 Shortlist for Advertising Agency Software, recognizing top-rated tools based on user reviews... - [Microsoft Project Online is retiring: What it means for your projects and what to do next](https://birdviewpsa.com/blog/microsoft-project-online-is-retiring-what-to-do-next/): Learn what it means for your projects, key deadlines, and how to plan your next steps effectively. - [Birdview is a top performer in Software Advice’s 2025 FrontRunners Report for advertising agencies](https://birdviewpsa.com/blog/birdview-is-a-top-performer-in-software-advices-2025-report-for-advertising-agencies/): This recognition highlights Birdview’s continued commitment to helping agencies manage projects, people, and profits more efficiently. - [Things to consider when exporting project data to Excel (and how to avoid errors)](https://birdviewpsa.com/blog/exporting-project-data-to-excel/): Project management isn’t child’s play. You need to perform a number of tasks simultaneously to ensure smooth operations. You may... - [Birdview PSA completes annual SOC 2 Type II compliance audit](https://birdviewpsa.com/blog/birdview-completes-annual-soc-2-type-ii-compliance-audit/): Birdview PSA ensures enterprise-grade security, privacy, and reliability for all customers. - [Top Certinia (formerly FinancialForce) alternatives comparison (2025)](https://birdviewpsa.com/blog/top-financialforce-alternatives/): Compare the best FinancialForce alternatives in 2025. Explore Birdview PSA, NetSuite OpenAir, Kantata, and more to find the right PSA... - [Top Wrike alternatives compared: Discover the right fit](https://birdviewpsa.com/blog/top-wrike-alternatives/): Discover the top Wrike alternatives with features, pros, and best use cases. Compare Birdview PSA, Monday. com, Asana, and other... - [Meet Birdview’s AI assistant chatbot](https://birdviewpsa.com/blog/birdview-ai-assistant-chatbot/): Discover Birdview’s new AI Chatbot that helps you find tasks, projects, and answers instantly. - [Best resource management software for US-based businesses 2025](https://birdviewpsa.com/blog/best-resource-management-software-for-us-based-businesses/): Discover the key features to look for, share pro tips to maximize your investment, and compare the best resource management... - [Top 6 resource management tools 2025](https://birdviewpsa.com/blog/best-resource-management-and-planning-software/): Resource management in a business context is an important process that involves effectively allocating and scheduling resources for maximum productivity.... - [5 best resource management software for UK businesses 2025](https://birdviewpsa.com/blog/best-resource-management-software-for-uk-businesses/): Compare the top resource management tools for UK companies, including Birdview PSA, Scoro, Resource Guru, Market Dojo, and Float. - [How to align resource management and budgeting for project success](https://birdviewpsa.com/blog/align-resource-management-and-budgeting/): Learn how to align resource management and project budgeting. Discover strategies to balance costs, capacity, and utilization for project success. - [Birdview named best for Customer Service in Software Advice’s 2025 PSA report](https://birdviewpsa.com/blog/birdview-best-for-customer-service-2025/): Discover why Birdview was recognized by Software Advice as Best for Customer Service in the Best Professional Services Software of... - [Enterprise resource planning (ERP) vs Enterprise resource management (ERM): key difference](https://birdviewpsa.com/blog/enterprise-resource-planning-vs-enterprise-resource-management/): Discover the difference between enterprise resource planning (ERP) and enterprise resource management (ERM), their benefits, and challenges. - [Birdview featured in Capterra’s 2025 Shortlist for Project Planning Software](https://birdviewpsa.com/blog/birdview-in-capterras-2025-shortlist-for-project-planning-software/): Birdview has been recognized by Capterra for high user ratings and growing market presence. Learn why teams trust Birdview. - [Beyond Waterfall: Project management software powers Agile IT services](https://birdviewpsa.com/blog/how-project-management-software-powers-agile-it-services/): Discover how Agile IT teams use project management software to boost collaboration, speed, and adaptability beyond Waterfall methods. - [6 best PSA software for US businesses in 2025](https://birdviewpsa.com/blog/best-psa-software-for-us-businesses/): Compare the best PSA tools for US-based teams, including Birdview PSA, ConnectWise PSA, Autotask PSA, Polaris PSA, and more. - [How BI reports improve portfolio-level decision-making](https://birdviewpsa.com/blog/how-bi-reports-improve-portfolio-decision-making/): Learn how BI reports give portfolio managers real-time insights to prioritize, balance workloads, and make strategic decisions in Birdview PSA. - [Best project management software for US-based businesses 2025](https://birdviewpsa.com/blog/best-project-management-software-for-us-businesses/): Compare the best project management tools for US-based teams, including Birdview PSA (the best for service businesses), along with Asana,... - [Project portfolio dashboards: What to include and why](https://birdviewpsa.com/blog/project-portfolio-dashboards/): Imagine walking into a meeting and, with one glance, knowing exactly where every project in your organization stands. That‘s the... - [Birdview PSA customization & maintenance policy](https://birdviewpsa.com/blog/birdview-psa-customization-maintenance-policy/): We are introducing a new policy for managing customizations and their long-term upkeep. - [6 best PSA software for UK businesses in 2025](https://birdviewpsa.com/blog/best-psa-software-for-uk-businesses/): We'll walk you through the top PSA software tools that either call the UK home or have established a strong... - [Project intake and portfolio prioritization: a first step to portfolio success](https://birdviewpsa.com/blog/project-intake-and-portfolio-prioritization/): Learn how to set up an effective project intake and prioritization process for your project portfolios to streamline portfolio management. - [Best enterprise software solutions in Canada 2025](https://birdviewpsa.com/blog/best-enterprise-software-solutions-in-canada/): We’re spotlighting the best enterprise software solutions in Canada for 2025, with a mix of robust platforms that help businesses... - [What does a portfolio manager do in project management?](https://birdviewpsa.com/blog/portfolio-manager-do-in-project-management/): Explore what a project portfolio manager does, from aligning projects with strategy to resource planning, risk management, and performance tracking. - [Best project management software for UK businesses 2025](https://birdviewpsa.com/blog/best-project-management-software-uk/): We’ll walk you through what UK businesses should look for in project management tools and highlight some of the best... - [Enterprise project portfolio management guide: tools, steps, and benefits](https://birdviewpsa.com/blog/what-is-project-portfolio-management-ppm/): Align projects with strategy, optimize resources, and boost ROI with enterprise project portfolio management. Tools, tips, and real examples inside. - [How to implement enterprise project management: strategy, tools, and steps](https://birdviewpsa.com/blog/implement-enterprise-project-management/): Discover a step-by-step roadmap for enterprise project management, including strategy alignment, EPMO setup, tools, governance, and real-world examples. - [Project portfolio risk management: best practices, examples & tools](https://birdviewpsa.com/blog/project-portfolio-risk-management/): In this guide, we’ll show you how to identify, assess, and mitigate risks across your project portfolio using practical steps, examples, and top tools. - [Top 8 project portfolio management mistakes and how to fix them](https://birdviewpsa.com/blog/mistakes-in-ppm-to-avoid/): Avoid 8 common PPM mistakes—like poor alignment and bad resource planning—and learn how PMOs and project directors can fix them for better results. - [5 best project portfolio management (PPM) software made in Canada in 2025](https://birdviewpsa.com/blog/best-project-portfolio-management-ppm-software-made-in-canada/): Take a look at some of the best PPM tools made in Canada that help teams gain visibility, align strategy... - [Project portfolio vs. project management: What’s the difference?](https://birdviewpsa.com/blog/project-portfolio-vs-project-management/): Learn the difference between project and portfolio management and when to use each. Tips, examples, and how Birdview PSA supports both - [Top benefits of project portfolio management for service firms](https://birdviewpsa.com/blog/top-benefits-of-project-portfolio-management-for-service-firms/): Learn how project portfolio management boosts alignment, resource use, and decision-making for service firms. Key benefits, tips, and real examples. - [How PSA can help consulting and IT services firms win and deliver successfully](https://birdviewpsa.com/blog/how-psa-helps-consulting-and-it-services-firms/): Discover how PSA software, such as Birdview PSA, helps consulting and IT services firms win deals, optimize resources, and boost profit margins. - [Why PSA scheduling matters for professional services](https://birdviewpsa.com/blog/why-psa-scheduling-matters-for-professional-services/): Learn how PSA scheduling improves project delivery, resource allocation, and team performance in service firms, with real examples from Birdview PSA - [How engineering companies can benefit from PSA software](https://birdviewpsa.com/blog/psa-software-for-engineering-firms/): Discover how PSA software helps engineering firms solve resourcing, scheduling, and billing challenges while boosting visibility and profitability. - [SaaS customer onboarding: Process and best practices](https://birdviewpsa.com/blog/saas-customer-onboarding/): Streamline SaaS customer onboarding with PSA tools. Improve adoption, retention, and time-to-value using Birdview PSA’s templates and automation. - [Birdview featured in Capterra’s Shortlist for Kanban Tools Software in 2025](https://birdviewpsa.com/blog/birdview-featured-in-capterras-shortlist-for-kanban-tools-software-in-2025/): We’re proud to share that Birdview has been recognized in the 2025 Capterra Shortlist for Kanban Tools Software. - [The 5 phases of an effective project management life cycle](https://birdviewpsa.com/blog/project-management-life-cycle/): Learn the five key phases of the project life cycle with real examples, expert tips, and how Birdview PSA helps manage projects from start to finish. - [Project intake: process, examples and best practices](https://birdviewpsa.com/blog/project-intake-best-practices/): Learn how to build an effective project intake process with real examples, best practices, and PSA software tips to streamline project requests. - [Project management office roles and responsibilities](https://birdviewpsa.com/blog/project-management-101-pmo/): Learn what a project management office (PMO) does, its roles, responsibilities, and how it supports successful project delivery across teams. - [Client onboarding automation: How to streamline delivery and build trust](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 PSA software supports Agile, Waterfall & Hybrid methodologies](https://birdviewpsa.com/blog/agile-waterfall-hybrid-in-service-projects/): Learn how PSA software supports Agile, Waterfall & Hybrid methodologies for professional services. Get flexibility, visibility & control with Birdview PSA. - [How PSA software gives executives strategic oversight across service projects](https://birdviewpsa.com/blog/the-executive-guide-to-psa/): Discover how PSA software gives CEOs, CFOs, and COOs real-time strategic insights into projects, resources, and financials—firm-wide. - [How to manage resource conflicts in professional services with Birdview PSA](https://birdviewpsa.com/blog/solving-resource-conflicts-with-birdview-psa/): Learn how to manage resource conflicts proactively using PSA tools. Prevent delays, balance workloads, and improve project delivery with less stress. - [Streamline PSA client reporting: 5 steps to keep clients happy](https://birdviewpsa.com/blog/5-steps-to-effective-client-reporting/): Learn how to improve client reporting with PSA software. Follow 5 proven steps and discover how Birdview PSA makes reporting easier, faster, and more transparent. - [Improve client communication in professional services: 9 pro tips](https://birdviewpsa.com/blog/improve-client-communication-9-pro-tips/): Improve client communication with 9 expert tips and PSA tools that help you build trust, streamline updates, and keep your clients engaged. - [How to manage PTO and availability in PSA software for accurate resource scheduling](https://birdviewpsa.com/blog/managing-pto-and-availability/): Keep your projects on track by managing PTO and availability directly in Birdview PSA. Avoid conflicts, balance workloads, and plan with real-time data. - [Resource management plan – How to create resource plan in PSA that fits your practices](https://birdviewpsa.com/blog/create-resource-management-plan/): In this article, you’ll learn how to create a resource plan that not only covers the essentials—but also fits your... - [Gain financial clarity with PSA reports for executives and managers](https://birdviewpsa.com/blog/birdview-psa-financial-reports/): Get real-time insights into project costs, profitability, and budget performance with Birdview PSA’s powerful financial reporting tools for service firms. - [Ready to adopt PSA software? Start with these 9 best practices](https://birdviewpsa.com/blog/adopting-psa-software/): Discover 9 proven best practices to drive user adoption of PSA software. Get practical tips to turn your implementation into... - [Top 5 client onboarding software: Key features, pros & cons, and best use cases](https://birdviewpsa.com/blog/top-client-onboarding-software/): The 5 Best Client Onboarding Software· 1. Birdview PSA · 2. GuideCX · 3. Rocketlane · 4. Tallyfy · 5. Clientary - [An efficient resource request and allocation workflow for client projects](https://birdviewpsa.com/blog/resource-request-and-allocation-workflow/): In this article, you'll learn a proven 4-step workflow for resource requests, what goes wrong when it’s inefficient, and how Birdview PSA streamlines it - [Scaling your service business: How PSA software fuels growth and efficiency](https://birdviewpsa.com/blog/scaling-service-business/): Scale your professional services business efficiently with PSA software. Overcome growth challenges, streamline operations & fuel profitability with Birdview PSA. - [Accelerate project approvals and simplify decisions with PSA software](https://birdviewpsa.com/blog/project-approvals-in-psa/): Learn why faster project approvals matter and how Birdview PSA helps streamline workflows, cut delays, and improve decision-making across your team. - [Managing design revisions and approvals in architecture with PSA software](https://birdviewpsa.com/blog/design-revisions-in-architecture/): Master architecture design revisions & approvals with PSA software. Streamline workflows, manage client feedback & control scope in Birdview PSA for architecture. - [Take control of project costs with the new Expense approval feature](https://birdviewpsa.com/blog/expense-approval-feature/): This feature enables project leaders to define approval workflows, assign approvers, and ensure that expenses don’t proceed without the necessary oversight. - [Mastering expense tracking with PSA software (examples & tips)](https://birdviewpsa.com/blog/expense-tracking-with-psa/): Streamline your expense tracking with PSA software. Discover how Birdview PSA enhances budget management and profitability in professional services. - [The role of the PMO in strategic resource capacity planning](https://birdviewpsa.com/blog/strategic-resource-capacity-planning-pmo/): Discover how modern PMOs use strategic resource capacity planning to align projects with business goals. Learn how Birdview PSA empowers your team with visibility, forecasting, and control. - [Project change management and scope control with PSA approval workflows](https://birdviewpsa.com/blog/project-change-management-and-scope-control-with-psa-approval-workflows/): Learn how to master project change management and control scope creep with PSA software. Get practical tips and examples using Birdview PSA's approval workflows. - [Why connecting sales and PSA software boosts service performance](https://birdviewpsa.com/blog/connect-sales-pipeline-to-psa/): Integrate your CRM and PSA to streamline project handoffs, improve forecasting, and accelerate revenue. Learn how Birdview PSA makes it seamless - [How to improve budget planning in Professional Services with PSA software](https://birdviewpsa.com/blog/improve-budget-planning-psa/): Discover how Birdview PSA improves project budget accuracy, real-time cost tracking, and financial oversight for professional services firms. - [Boosting your bottom line: how PSA software improves project profitability](https://birdviewpsa.com/blog/boost-project-profitability-with-psa/): Boost project profitability with PSA software for services. Learn how Birdview PSA tracks costs, improves resource use, and delivers real-time insights. - [5 best resource management software tools in 2025 (Expert reviews & recommendations)](https://birdviewpsa.com/blog/best-resource-management-software/): Best Resource Management Software: 1. Birdview PSA –End-to-end PSA & resource management platform solution, 2 Float 3 Mosaic 4 Kantata 5 Runn - [Strategies for effective resource allocation with PSA software](https://birdviewpsa.com/blog/resource-managers-playbook/): Discover how PSA software like Birdview helps resource managers balance workloads, optimize capacity, and keep projects on track. - [Rate cards: advanced strategies for varied models in Professional Services](https://birdviewpsa.com/blog/billing-with-rate-cards-in-professional-services/): Master advanced Rate Card strategies for varied billing models in professional services. Optimize pricing & simplify complex client invoicing with PSA software. - [What is RAID management? A complete guide (with examples & tips)](https://birdviewpsa.com/blog/what-is-raid-management/): Learn what RAID management is in project management. Discover how to track Risks, Assumptions, Issues & Dependencies with real examples and practical tips. - [Accelerate the quote-to-cash process in professional services with PSA software](https://birdviewpsa.com/blog/improve-cash-flow-with-psa/): Speed up your quote-to-cash cycle and boost cash flow with PSA software - [Managing IT projects in an MSP: streamline delivery, resources & billing with PSA](https://birdviewpsa.com/blog/managed-it-services-providers/): Empower your MSP with PSA software. Streamline IT project delivery, optimize resource allocation & simplify billing for Managed IT Services. - [Project financial oversight for CFOs: how PSA software drives profitability](https://birdviewpsa.com/blog/cfo-guide-to-financial-oversight/): Discover how CFOs use PSA software to track project KPIs, control costs, and drive profitability with real-time financial oversight across portfolios. - [The value of Canadian project management software: security, support & local insight](https://birdviewpsa.com/blog/value-of-canadian-project-management-software/): Discover the benefits of Canadian project management software: data security, local support & market understanding. Explore Birdview PSA for your firm. - [Professional services revenue recognition: examples & methods](https://birdviewpsa.com/blog/professional-services-revenue-recognition-101/): Six Revenue Recognition Methods · 1. Sales-basis, 2. Percentage of Completion, 3. Completed Contract, 4. Cost Recovery (or Recoverability), 5. Installment, 6. Accrual - [Still running customer success on spreadsheets? It’s time to upgrade to PSA software](https://birdviewpsa.com/blog/why-customer-success-team-need-psa/): Is your Customer Success team still running on spreadsheets? Discover why it's holding you back & how Birdview PSA transforms client management for growth. - [7 best PSA software for professional services in 2025](https://birdviewpsa.com/blog/best-psa-software-tools-for-professional-services/): We analyzed dozens of platforms purpose-built for professional services and selected the top 7 PSA tools that stand out in... - [Beyond intuition: Earned Value Analysis (EVA) for engineering project success](https://birdviewpsa.com/blog/earned-value-analysis-for-engineering-firms/): Master Earned Value Analysis (EVA) for engineering projects. Track cost/schedule performance, predict outcomes & improve control with Birdview PSA. - [Smarter resource planning with roles, skills, and availability](https://birdviewpsa.com/blog/job-roles-and-skills-matrix/): Use job roles & skills matrix for smarter resource planning. Match skills to projects, balance workloads, and optimize allocation (examples & tips) - [Rate cards: your key to simplifying complex client invoicing](https://birdviewpsa.com/blog/rate-cards-in-birdview-psa/): Simplify complex client billing with Rate Cards in Birdview PSA. Manage varied rates, automate invoices & boost profitability for professional services. - [Key project financial KPIs every services firm should track](https://birdviewpsa.com/blog/project-financial-kpis-to-track-in-professional-services/): Track project profitability, budget variance, and forecasting with Birdview PSA. Discover key financial KPIs every services firm should measure. - [7 best billing solutions 2025](https://birdviewpsa.com/blog/best-billing-solutions/): This overview looks at six best billing solutions to help you choose one that fits your current process. - [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. --- ## 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? - [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. - [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? --- ## 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 - [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. - [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. - [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. - [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. - [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 - [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. --- # # Detailed Content ## Pages - Published: 2025-10-02 - Modified: 2025-10-02 - URL: https://birdviewpsa.com/psa-guide/faq/ --- - Published: 2025-10-02 - Modified: 2025-10-02 - URL: https://birdviewpsa.com/easyprojects/ --- - Published: 2025-09-19 - Modified: 2025-09-19 - URL: https://birdviewpsa.com/resource-management-guide/faq/ --- - Published: 2025-09-17 - Modified: 2025-09-17 - URL: https://birdviewpsa.com/birdview-psa-demo/ --- > A Project Manager takes ownership of several aspects of a project, including the project's planning, monitoring, controlling and closure upon completion. - Published: 2025-07-22 - Modified: 2025-07-23 - URL: https://birdviewpsa.com/project-management-guide/the-project-manager/ --- > We’ll show you how to gather the information, choose the right team, select the appropriate methodology and get approval from project stakeholders. - Published: 2025-07-22 - Modified: 2025-07-23 - URL: https://birdviewpsa.com/project-management-guide/how-to-plan-a-project/ --- > Learn what project management is, its phases, methods, tools, and how to lead successful projects with the right strategy and software. - Published: 2025-07-22 - Modified: 2025-07-23 - URL: https://birdviewpsa.com/project-management-guide/project-management/ --- > Learn what enterprise project management is, how an EPMO works, and the tools, roles, and best practices to align projects with business strategy. - Published: 2025-07-22 - Modified: 2025-07-23 - URL: https://birdviewpsa.com/project-management-guide/enterprise-project-management/ --- > Explore essential project management terms and definitions to understand roles, tools, methodologies, and processes better. Ideal for managers, teams, and stakeholders. - Published: 2025-07-21 - Modified: 2025-07-28 - URL: https://birdviewpsa.com/project-management-guide/glossary/ --- > Explore key project portfolio terms and definitions. This glossary helps PMOs, executives, and teams speak the same language across planning, tracking, and reporting. - Published: 2025-07-21 - Modified: 2025-07-28 - URL: https://birdviewpsa.com/project-portfolio-guide/glossary/ --- > Explore essential PSA software terms and definitions in our complete glossary to better understand professional services automation. - Published: 2025-07-21 - Modified: 2025-07-28 - URL: https://birdviewpsa.com/psa-guide/glossary/ --- > Explore essential project finance terms in this complete glossary. Learn key budgeting, cost estimation, and financial metrics used in project management, all in one place. - Published: 2025-07-21 - Modified: 2025-07-28 - URL: https://birdviewpsa.com/project-finance-guide/glossary/ --- > Learn the meaning of essential resource management terms. A practical glossary for project managers, teams, and planners. - Published: 2025-07-21 - Modified: 2025-07-28 - URL: https://birdviewpsa.com/resource-management-guide/glossary/ --- > Learn what a project portfolio is, how it differs from projects and programs, and how to manage one for strategic success - Published: 2025-07-17 - Modified: 2025-07-18 - URL: https://birdviewpsa.com/project-portfolio-guide/project-portfolio-definition/ --- > We’ll walk through the main stages of the PPM lifecycle and show you how to build a process that’s scalable and repeatable. - Published: 2025-07-17 - Modified: 2025-07-18 - URL: https://birdviewpsa.com/project-portfolio-guide/project-portfolio-management-process/ --- > Discover how to measure project portfolio performance using KPIs. Practical examples, formulas, and insights for PMO, BI, and operations teams. - Published: 2025-07-17 - Modified: 2025-07-18 - URL: https://birdviewpsa.com/project-portfolio-guide/project-portfolio-metrics/ --- > Discover how to create executive-level project portfolio reports that drive clarity, strategic alignment, and data-informed decisions across your organization. - Published: 2025-07-17 - Modified: 2025-07-18 - URL: https://birdviewpsa.com/project-portfolio-guide/project-portfolio-reports/ --- > Discover what PSA software is, how it works, and why service firms choose Birdview PSA to manage projects, resources, billing, and reporting in one platform. - Published: 2025-06-18 - Modified: 2025-07-23 - URL: https://birdviewpsa.com/psa-guide/what-is-professional-services-automation-software/ --- - Published: 2025-06-08 - Modified: 2025-11-11 - URL: https://birdviewpsa.com/resource-management-guide/what-is-resource-management/ --- - Published: 2025-05-18 - Modified: 2025-08-15 - URL: https://birdviewpsa.com/resource-management-guide/resource-planning/ --- > 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: 2025-07-23 - URL: https://birdviewpsa.com/psa-guide/psa-software-vs-project-management-software/ --- > 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: 2025-07-17 - URL: https://birdviewpsa.com/project-finance-guide/project-cost-estimation-guide/ --- > 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: 2025-07-17 - URL: https://birdviewpsa.com/resource-management-guide/resource-planning-templates/ --- > 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: 2025-07-23 - URL: https://birdviewpsa.com/psa-guide/how-to-implement-professional-services-automation-software/ --- - Published: 2024-01-23 - Modified: 2025-09-29 - URL: https://birdviewpsa.com/pricing/ --- > 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: 2025-07-17 - URL: https://birdviewpsa.com/resource-management-guide/resource-optimization/ --- > 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: 2025-07-17 - URL: https://birdviewpsa.com/resource-management-guide/resource-forecasting/ --- > 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: 2025-07-17 - URL: https://birdviewpsa.com/resource-management-guide/resource-risk-management/ --- > 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: 2025-07-17 - URL: https://birdviewpsa.com/resource-management-guide/resource-management-reporting-and-dashboards/ --- > 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: 2025-07-17 - URL: https://birdviewpsa.com/resource-management-guide/resource-management-metrics-and-kpis/ --- > 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: 2025-07-17 - URL: https://birdviewpsa.com/resource-management-guide/resource-allocation/ --- > 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: 2025-07-17 - URL: https://birdviewpsa.com/resource-management-guide/resource-scheduling/ --- > 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: 2025-07-17 - URL: https://birdviewpsa.com/resource-management-guide/resource-capacity-management/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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: 2025-07-17 - URL: https://birdviewpsa.com/project-finance-guide/project-finances-defined/ --- > Discover everything you need to know about project-based billing methods in this comprehensive financial management guide. - Published: 2020-10-05 - Modified: 2025-07-17 - URL: https://birdviewpsa.com/project-finance-guide/project-billing/ --- > 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: 2025-07-17 - URL: https://birdviewpsa.com/project-finance-guide/financial-metrics/ --- > 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: 2025-07-17 - URL: https://birdviewpsa.com/project-finance-guide/project-budget-management/ --- > 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: 2025-07-17 - URL: https://birdviewpsa.com/project-finance-guide/project-finances-formulas/ --- > 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.” --- > 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!” --- > 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” --- > 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.” --- > 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.” --- > 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” --- > 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.” --- > 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.” --- > 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.” --- > 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.” --- > Resource tracking is the process of monitoring the usage of resources, tracking their availability and reporting, and their performance. - Published: 2019-10-25 - Modified: 2025-07-17 - URL: https://birdviewpsa.com/resource-management-guide/resource-tracking/ --- > Discover the nuances of resource utilization and analysis. Learn how to optimize resources effectively and drive productivity in project management. - Published: 2019-10-25 - Modified: 2025-07-17 - URL: https://birdviewpsa.com/resource-management-guide/resource-utilization/ --- > Learn how to complete a project on time and budget with the Birdview PSA' automated EVA. Closely monitor tasks and keep track of budgeting and financial metrics. - Published: 2019-10-11 - Modified: 2025-07-17 - URL: https://birdviewpsa.com/project-management-guide/how-to-finish-projects-on-time-and-on-budget/ --- > Discover effective strategies for managing a project team, from choosing the right structure and roles to overcoming common challenges and applying team leadership best practices. - Published: 2019-10-09 - Modified: 2025-08-04 - URL: https://birdviewpsa.com/project-management-guide/team-work-management/ --- > Keeping customer data private and safe is of paramount importance for Easy Projects. We’re currently assessing processes and systems and reviewing current product features in order to implement necessary changes. - Published: 2018-06-14 - Modified: 2023-05-29 - URL: https://birdviewpsa.com/company/gdpr/ --- > Privacy statement including personal data collection, data security, and right to contact clients clauses. Rest assured you are fully Easy Projects-safe. - Published: 2018-05-24 - Modified: 2024-11-11 - URL: https://birdviewpsa.com/company/privacy/ --- > Свяжитесь с нами по почте или телефону и мы ответим на вопросы по системе управления. Звонок бесплатный +1 888 261 9878 - Published: 2017-10-13 - Modified: 2023-02-05 - URL: https://birdviewpsa.com/ru/contact/ --- > Find out how Birdview PSA helped Geis Hospitality Group keep track of tasks and bring them to completion. - Published: 2016-06-08 - Modified: 2023-02-09 - URL: https://birdviewpsa.com/client-case-studies/geis-hospitality-group/ “We wanted something that would put all of the verbal commitments that were being made in our meetings on a centralized platform...” --- > Birdview PSA helped Zenith Performance Solutions find a solution to all the problems with tracking time and invoicing - Published: 2016-04-01 - Modified: 2023-02-09 - URL: https://birdviewpsa.com/client-case-studies/zenith-performance-solutions/ “We are now able to have more accurate information about the hours spent, the revenue obtained in order to improve their profitability.” --- > Discover how Concordia University's marketing department got rid of paper and stepped into a new era of project management after adopting Birdview PSA. - Published: 2016-04-01 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/concordia-university/ “Aside from the time-saving aspect, I think it’s having everything in one place, to make sure that bits of paper don’t get lost, emails don’t get deleted…” --- > Discover how the marketing, creative and digital departments communicate and work efficiently with Birdview PSA. - Published: 2016-04-01 - Modified: 2023-02-09 - URL: https://birdviewpsa.com/client-case-studies/manpowergroup/ “Birdview PSA has been highly efficient due to our running and formatting report time being cut in half. We now have a single tool that our creative, digital and marketing teams can use to collaborate.” --- > The international Transitions Optical team used Birdview PSA tools to improve communication within departments and finally put all the data in one place - Published: 2016-04-01 - Modified: 2023-02-09 - URL: https://birdviewpsa.com/client-case-studies/transitions-optical/ “The tool is easy, it’s customizable and adaptable to our needs, and I would like to recommend your support group, they are very helpful. I can get answers from them immediately, regardless of the time.” --- > Discover how CyberMark improved its customer experience, optimized time spent on task setting, and improved reporting using Birdview PSA. - Published: 2015-09-08 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/client-case-studiescybermark-inc/ “Birdview PSA was head and shoulders above the rest, as it had all the features we needed and more.” --- - Published: 2014-11-07 - Modified: 2025-11-12 - URL: https://birdviewpsa.com/company/change-log/ --- > Birdview PSA affiliate program offers you the opportunity to earn 15% on sales referred by you for the lifetime of the client - Published: 2014-08-05 - Modified: 2023-07-12 - URL: https://birdviewpsa.com/company/partner-program/ --- > By filling out the signup form, and upon acceptance, you will become an affiliate and are bound by the terms of this agreement. - Published: 2014-08-05 - Modified: 2022-11-03 - URL: https://birdviewpsa.com/company/affiliate-terms/ --- > We have zero tolerance for SPAM. You can promote your link as you like: post your link on your website, blog, social networks, send it to your friends by e-mail or use other online content sharing services. - Published: 2014-08-05 - Modified: 2023-02-02 - URL: https://birdviewpsa.com/company/spam-policy/ --- > Learn how Lowes Food managed to keep track of their projects and provide guest permissions with the Birdview PSA project management solution. - Published: 2014-04-18 - Modified: 2023-02-09 - URL: https://birdviewpsa.com/client-case-studies/lowes-foods/ “Birdview PSA is an intuitive product, offering customization at a great price. We have over 50 people who regularly request creative from us so the free guest licenses were key.” --- > Experience first-hand how thousands of teams of all sizes have improved their project management, resource utilization, and project outcomes with Birdview. - Published: 2013-07-01 - Modified: 2023-11-01 - URL: https://birdviewpsa.com/request-personal-demo/ --- > Page contains a table listing prices for additional storage space you can get for a month, 3 months, or annually. Hosting space options of 10, 50, 100, and 150Gb are available. - Published: 2013-05-02 - Modified: 2022-11-03 - URL: https://birdviewpsa.com/company/hosting-space/ --- - Published: 2013-05-02 - Modified: 2025-10-29 - URL: https://birdviewpsa.com/status/ --- > Streamline manufacturing project management, from production orders to scheduling complex projects with Birdview - Published: 2013-05-02 - Modified: 2024-08-13 - URL: https://birdviewpsa.com/solutions/manufacturing-project-management/ --- > To install and use Easy Projects you will need to meet installation requirements. These differ for two installation options available : SaaS or In-house. - Published: 2013-02-09 - Modified: 2023-06-08 - URL: https://birdviewpsa.com/company/requirements/ --- > Find out how Birdview PSA helps Medlink speed up key business processes and operations and saves a full day of labor every month. - Published: 2013-02-09 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/med-link-computer-sciences/ “Right now Birdview PSA probably saves us a full day of labor per month. It serves our purposes without spending additional time on training, has easy and visible tracking and good customer support.” --- > Discover how International Legal Counsels adopted Birdview PSA for its work management processes and now efficiently manages all of the project information in one place. - Published: 2013-02-09 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/international-legal-counsels/ “Birdview PSA immediately resolved the majority of the problems; management of the clients' list, assignments and tasks, tracking billing became a breeze and saved a lot of headaches and duplication...” --- > Learn how Birdview PSA helped Digitalus Ltd. to start tracking and managing data in one place, and provide relevant updates on the projects’ status for everyone on the team. - Published: 2013-02-09 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/digitalus-ltd/ “As the result of implementing Birdview PSA in our company we're able to much more effectively plan out our future client work and more accurately estimate completion dates…” --- > Discover how Birdview PSA helped SheerVision move all the data and customer interactions to the new system, thus saving 50 hours per team member per year. - Published: 2013-02-09 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/sheer-vision-technologies-inc/ “We evaluated about 15-20 project management products and finally chose Birdview PSA as it had a good price point, function design, reporting and the support seemed very responsive which proved to be true before and after we made the purchase.” --- > Discover how Birdview PSA was adopted by all the CL Resources employees, helping the team to keep track of its projects, monitoring bug fixes for clients, and increasing overall productivity. - Published: 2013-02-09 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/cl-resources-inc/ “I was totally impressed how easy it is in use and how it is designed... It made us decide in favor of Birdview PSA instead of Microsoft Project…” --- > Discover how Interactive Palette uses Birdview PSA to store and track all their data in one place, create custom reports, and bill clients with a single click. - Published: 2013-02-09 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/interactive-palette-inc/ “The key benefit of using Birdview PSA in our company - now when we want to know how profitable a project was we run a report and when it is time to do billing it is all right there.” --- > Discover how a Microsoft Software Development Gold Partner uses Birdview PSA to keep track of multiple projects and tasks simultaneously and provide customers with relevant updates. - Published: 2013-02-09 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/cronus-consultancy-limited/ “The main benefits for Cronus is that it has enabled us to give our clients the ability to see progress against the issues or requests they log.” --- > Find out how ICOM reduced manual work and now easily manages multiple incoming requests thanks to Birdview PSA. - Published: 2013-02-09 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/icom-information-communications/ “Birdview PSA was selected because of its user-friendly interface, the availability of the source code and an exceptional price-to-value ratio.” --- > Discover how Birdview PSA helped Toromont Industries save time and increased the accuracy of the company’s reporting and tracking processes. - Published: 2013-02-09 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/toromont-industries-ltd-information-technology/ “We continue to use EP because we have found it easy to use and we have had excellent post sales support.” --- > Sanford Health's IT department has implemented and is successfully using a new project management tool. They optimize and customize everything to their needs - Published: 2013-02-09 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/sanford-health/ “Birdview PSA is now used by 200 licensed users at the Sanford IT department, with nearly 200 projects in progress at any given time.” --- > Learn how the Greenpeace Mediterranean office founded a perfect tool to digitize their project and financial management and successfully completed critical projects on schedule. - Published: 2013-02-09 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/greenpeace-mediterranean/ “The application offers many complex features yet it is able to provide a very user friendly interface and easy to follow workflow structure.” --- > Discover how creating and assigning tasks have become much easier when Farner-Bocken started using Birdview PSA for their project and task management needs. - Published: 2013-02-09 - Modified: 2023-02-01 - URL: https://birdviewpsa.com/client-case-studies/farner-bocken-company/ “Birdview PSA saves money by reducing the amount of time spent of physical meetings required to share project information.” --- > Discover how the Spicers team organized end-to-end seamless communication and get 24/7 access to its team’s work with Birdview PSA. - Published: 2013-02-09 - Modified: 2025-02-20 - URL: https://birdviewpsa.com/client-case-studies/paperlinx-canada/ “I can not even begin to tell you how many project management applications we looked at and saw demonstrations of... At the end, Birdview PSA proved to have what we were looking for.” --- > Easy Projects provides web design project management software to ensure that design teams are successful, on time, on budget and well resourced in all projects. The right web design project management tools for your team to collaborate and communicate more effectively. - Published: 2012-12-07 - Modified: 2023-02-21 - URL: https://birdviewpsa.com/solutions/web-design-project-management/ --- > Read carefully our hosting agreement as it is the legal basis for our hosting services you will be receiving from us. No fine print clauses, to be sure. - Published: 2012-09-26 - Modified: 2023-01-31 - URL: https://birdviewpsa.com/company/hosting-agreement/ --- > Easy Projects is een cloudgebaseerde projectbeheer software die het gemakkelijk maakt om het werk van een hele organisatie te organiseren. - Published: 2012-08-30 - Modified: 2022-02-04 - URL: https://birdviewpsa.com/project-management-software-dutch/ --- > Easy Projects es un software de Administración de Proyectos con almacenamiento basado en la nube. - Published: 2012-08-29 - Modified: 2022-02-04 - URL: https://birdviewpsa.com/software_de_administracion_de_proyectos/ --- > Easy Projects ist ein fortschrittliches Projektmanagementsystem für interne Projekte und Dienstleistungsunternehmen. - Published: 2012-07-31 - Modified: 2022-02-04 - URL: https://birdviewpsa.com/projekt-managament-software/ --- > Online Project management software tool for managing & tracking projects & tasks online. Easy Projects makes project management & team collaboration straigh - Published: 2012-04-12 - Modified: 2020-03-30 - URL: https://birdviewpsa.com/software-collaboration/ --- > Get some MS Project templates to help you in getting around with setting up some typical projects, e.g. software development, or Twitter marketing plan. - Published: 2012-03-19 - Modified: 2023-02-03 - URL: https://birdviewpsa.com/download-templates/ --- > Tutorials on how to create projects, tasks, assign users, use Gantt chart, manage resources, schedule events on calendar, import projects from CSV and more - Published: 2012-03-13 - Modified: 2023-02-22 - URL: https://birdviewpsa.com/tutorial/ --- > We`re glad to answer your questions about Birdview PSA professional services automation software! Call us toll-free at +1 888 261 9878 - Published: 2012-03-07 - Modified: 2023-06-16 - URL: https://birdviewpsa.com/company/contact/ --- --- ## Posts - Published: 2025-11-12 - Modified: 2025-11-13 - URL: https://birdviewpsa.com/blog/best-scoro-alternatives/ - Categories: Professional Services, Software Ratings Compare Birdview PSA, Productive, Monday.com, and more to find the right software for your team. --- - Published: 2025-11-10 - Modified: 2025-11-10 - URL: https://birdviewpsa.com/blog/best-kantata-alternatives/ - Categories: Professional Services, Software Ratings Compare top Kantata alternatives in 2026. Explore Birdview PSA, Productive, Monday.com, and more to find the right PSA software for your team. --- - Published: 2025-11-10 - Modified: 2025-11-10 - URL: https://birdviewpsa.com/blog/guide-to-migrating-from-microsoft-project-online/ - Categories: Project Management Learn how to migrate from a retiring Microsoft Project Online to a new platform with our detailed step-by-step guide covering data export, setup & go-live --- - Published: 2025-11-05 - Modified: 2025-11-06 - URL: https://birdviewpsa.com/blog/resource-management-improves-project-profitability/ - Categories: Professional Services, Resource Management A practical guide to turning role-based planning, real capacity, and clean time-to-invoice flows into higher margins, with clear Birdview PSA examples --- - Published: 2025-11-05 - Modified: 2025-11-05 - URL: https://birdviewpsa.com/blog/questions-to-ask-before-choosing-psa/ - Categories: Professional Services Our comprehensive PSA selection checklist includes 20 essential questions on features, integrations, onboarding, and cost. Make a confident, data-driven decision. --- - Published: 2025-11-05 - Modified: 2025-11-05 - URL: https://birdviewpsa.com/blog/canadian-hosted-psa-pipeda-gdpr/ - Categories: Professional Services Discover how a Canadian-hosted PSA simplifies PIPEDA and GDPR compliance. Learn about data residency, security, and why choosing a Canadian provider matters. --- - Published: 2025-11-05 - Modified: 2025-11-05 - URL: https://birdviewpsa.com/blog/psa-integrations-hubspot-vs-salesforce-automate-project-creation/ - Categories: Professional Services Compare PSA integrations for HubSpot and Salesforce to see which CRM offers the best automation for project creation. Learn how Birdview PSA streamlines the sales-to-delivery handoff and boosts profitability. --- - Published: 2025-11-04 - Modified: 2025-11-04 - URL: https://birdviewpsa.com/blog/30-60-90-day-capacity-forecast-psa/ - Categories: Professional Services, Project Management, Resource Management Our step-by-step guide helps you optimize resources, predict revenue, and make smarter hiring decisions. --- - Published: 2025-11-04 - Modified: 2025-11-04 - URL: https://birdviewpsa.com/blog/manage-unnamed-roles-project-planning/ - Categories: Professional Services, Project Management, Resource Management Learn how to manage unnamed roles and resource placeholders in project planning to improve forecasting, capacity planning, and profitability. --- - Published: 2025-11-04 - Modified: 2025-11-04 - URL: https://birdviewpsa.com/blog/resolve-resource-conflicts-prioritize-projects/ - Categories: Professional Services, Project Management, Resource Management Learn to manage resource conflicts and prioritize projects for optimal allocation with our step-by-step playbook. Boost profitability and team efficiency. --- - Published: 2025-11-04 - Modified: 2025-11-05 - URL: https://birdviewpsa.com/blog/calculate-project-profitability-real-time-psa/ - Categories: Financial Management, Professional Services, Project Management Our guide covers key formulas, EAC/ETC forecasting, and using a project profitability dashboard in your PSA software. --- - Published: 2025-11-04 - Modified: 2025-11-05 - URL: https://birdviewpsa.com/blog/automate-invoicing-psa-billing-types/ - Categories: Financial Management, Professional Services, Project Management Compare retainer vs. time and materials vs. fixed fee billing to reduce errors, prevent revenue leakage, and improve cash flow. --- - Published: 2025-11-04 - Modified: 2025-11-05 - URL: https://birdviewpsa.com/blog/budget-vs-actuals-project-margins/ - Categories: Financial Management, Professional Services, Project Management Learn how to track budget vs actuals, set trouble indicators to flag overruns, and implement workflows to recover project profitability with this hands-on guide. --- - Published: 2025-10-31 - Modified: 2025-11-03 - URL: https://birdviewpsa.com/blog/common-pitfalls-when-migrating-from-ms-project-online/ - Categories: Project Management This article walks through the most common pitfalls we’ve seen during MS Project Online migrations, and more importantly, how to sidestep them entirely. --- - Published: 2025-10-30 - Modified: 2025-10-30 - URL: https://birdviewpsa.com/blog/best-microsoft-planner-alternatives/ - Categories: Project Management, Software Ratings Compare top Microsoft Planner alternatives: Birdview PSA, Asana, Trello, Monday.com, ClickUp, and Basecamp. See resource, financial, and reporting features. --- - Published: 2025-10-24 - Modified: 2025-10-24 - URL: https://birdviewpsa.com/blog/ms-project-online-is-retiring-how-canadian-teams-can-prepare/ - Categories: Project Management Learn what Canadian teams should do next and how Birdview offers a secure, local alternative. --- - Published: 2025-10-24 - Modified: 2025-10-24 - URL: https://birdviewpsa.com/blog/best-advertising-agency-software/ - Categories: Software Ratings --- - Published: 2025-10-20 - Modified: 2025-10-20 - URL: https://birdviewpsa.com/blog/top-microsoft-project-online-alternatives/ - Categories: Project Management, Software Ratings Explore the top 6 Microsoft Project Online alternatives for service-based teams of 2025. Compare Birdview PSA, Smartsheet, OpenProject, and other tools --- - Published: 2025-10-16 - Modified: 2025-10-16 - URL: https://birdviewpsa.com/blog/birdview-featured-in-capterra-shortlist-for-advertising-agency-software-2025/ - Categories: Product News Birdview PSA earns a spot in Capterra’s 2025 Shortlist for Advertising Agency Software, recognizing top-rated tools based on user reviews and popularity. --- - Published: 2025-10-15 - Modified: 2025-10-22 - URL: https://birdviewpsa.com/blog/microsoft-project-online-is-retiring-what-to-do-next/ - Categories: Project Management Learn what it means for your projects, key deadlines, and how to plan your next steps effectively. --- - Published: 2025-10-09 - Modified: 2025-10-09 - URL: https://birdviewpsa.com/blog/birdview-is-a-top-performer-in-software-advices-2025-report-for-advertising-agencies/ - Categories: Product News This recognition highlights Birdview’s continued commitment to helping agencies manage projects, people, and profits more efficiently. --- - Published: 2025-10-06 - Modified: 2025-10-06 - URL: https://birdviewpsa.com/blog/exporting-project-data-to-excel/ - Categories: Project Management --- - Published: 2025-10-06 - Modified: 2025-10-06 - URL: https://birdviewpsa.com/blog/birdview-completes-annual-soc-2-type-ii-compliance-audit/ - Categories: Product News Birdview PSA ensures enterprise-grade security, privacy, and reliability for all customers. --- - Published: 2025-10-01 - Modified: 2025-11-13 - URL: https://birdviewpsa.com/blog/top-financialforce-alternatives/ - Categories: Professional Services, Software Ratings Compare the best FinancialForce alternatives in 2025. Explore Birdview PSA, NetSuite OpenAir, Kantata, and more to find the right PSA software for your team. --- - Published: 2025-09-26 - Modified: 2025-09-26 - URL: https://birdviewpsa.com/blog/top-wrike-alternatives/ - Categories: Professional Services, Software Ratings Discover the top Wrike alternatives with features, pros, and best use cases. Compare Birdview PSA, Monday.com, Asana, and other tools. --- - Published: 2025-09-25 - Modified: 2025-09-25 - URL: https://birdviewpsa.com/blog/birdview-ai-assistant-chatbot/ - Categories: Product News Discover Birdview’s new AI Chatbot that helps you find tasks, projects, and answers instantly. --- - Published: 2025-09-17 - Modified: 2025-09-17 - URL: https://birdviewpsa.com/blog/best-resource-management-software-for-us-based-businesses/ - Categories: Resource Management, Software Ratings Discover the key features to look for, share pro tips to maximize your investment, and compare the best resource management software for US businesses in 2025. --- - Published: 2025-09-17 - Modified: 2025-09-26 - URL: https://birdviewpsa.com/blog/best-resource-management-and-planning-software/ - Categories: Resource Management, Software Ratings --- - Published: 2025-09-08 - Modified: 2025-09-08 - URL: https://birdviewpsa.com/blog/best-resource-management-software-for-uk-businesses/ - Categories: Resource Management, Software Ratings Compare the top resource management tools for UK companies, including Birdview PSA, Scoro, Resource Guru, Market Dojo, and Float. --- - Published: 2025-09-03 - Modified: 2025-09-04 - URL: https://birdviewpsa.com/blog/align-resource-management-and-budgeting/ - Categories: Financial Management, Professional Services, Resource Management Learn how to align resource management and project budgeting. Discover strategies to balance costs, capacity, and utilization for project success. --- - Published: 2025-09-03 - Modified: 2025-09-03 - URL: https://birdviewpsa.com/blog/birdview-best-for-customer-service-2025/ - Categories: Product News Discover why Birdview was recognized by Software Advice as Best for Customer Service in the Best Professional Services Software of 2025 report --- - Published: 2025-08-29 - Modified: 2025-10-08 - URL: https://birdviewpsa.com/blog/enterprise-resource-planning-vs-enterprise-resource-management/ - Categories: Resource Management Discover the difference between enterprise resource planning (ERP) and enterprise resource management (ERM), their benefits, and challenges. --- - Published: 2025-08-22 - Modified: 2025-08-22 - URL: https://birdviewpsa.com/blog/birdview-in-capterras-2025-shortlist-for-project-planning-software/ - Categories: Product News Birdview has been recognized by Capterra for high user ratings and growing market presence. Learn why teams trust Birdview. --- - Published: 2025-08-21 - Modified: 2025-08-21 - URL: https://birdviewpsa.com/blog/how-project-management-software-powers-agile-it-services/ - Categories: Project Management Discover how Agile IT teams use project management software to boost collaboration, speed, and adaptability beyond Waterfall methods. --- - Published: 2025-08-19 - Modified: 2025-08-22 - URL: https://birdviewpsa.com/blog/best-psa-software-for-us-businesses/ - Categories: Professional Services, Software Ratings Compare the best PSA tools for US-based teams, including Birdview PSA, ConnectWise PSA, Autotask PSA, Polaris PSA, and more. --- - Published: 2025-08-15 - Modified: 2025-08-15 - URL: https://birdviewpsa.com/blog/how-bi-reports-improve-portfolio-decision-making/ - Categories: Portfolio Management, Project Management Learn how BI reports give portfolio managers real-time insights to prioritize, balance workloads, and make strategic decisions in Birdview PSA. --- - Published: 2025-08-07 - Modified: 2025-08-22 - URL: https://birdviewpsa.com/blog/best-project-management-software-for-us-businesses/ - Categories: Project Management, Software Ratings Compare the best project management tools for US-based teams, including Birdview PSA (the best for service businesses), along with Asana, Smartsheet, and more. --- - Published: 2025-08-05 - Modified: 2025-10-31 - URL: https://birdviewpsa.com/blog/project-portfolio-dashboards/ - Categories: Portfolio Management, Project Management --- - Published: 2025-08-04 - Modified: 2025-08-22 - URL: https://birdviewpsa.com/blog/birdview-psa-customization-maintenance-policy/ - Categories: Product News, Professional Services We are introducing a new policy for managing customizations and their long-term upkeep. --- - Published: 2025-07-31 - Modified: 2025-08-22 - URL: https://birdviewpsa.com/blog/best-psa-software-for-uk-businesses/ - Categories: Professional Services, Software Ratings We'll walk you through the top PSA software tools that either call the UK home or have established a strong presence here. --- > Learn how to set up an effective project intake and prioritization process for your project portfolios to streamline portfolio management. - Published: 2025-07-29 - Modified: 2025-07-29 - URL: https://birdviewpsa.com/blog/project-intake-and-portfolio-prioritization/ - Categories: Portfolio Management, Project Management Learn how to set up an effective project intake and prioritization process for your project portfolios to streamline portfolio management. --- - Published: 2025-07-24 - Modified: 2025-09-22 - URL: https://birdviewpsa.com/blog/best-enterprise-software-solutions-in-canada/ - Categories: Project Management, Software Ratings We’re spotlighting the best enterprise software solutions in Canada for 2025, with a mix of robust platforms that help businesses operate more efficiently --- > Explore what a project portfolio manager does, from aligning projects with strategy to resource planning, risk management, and performance tracking. - Published: 2025-07-22 - Modified: 2025-07-29 - URL: https://birdviewpsa.com/blog/portfolio-manager-do-in-project-management/ - Categories: Portfolio Management, Professional Services, Project Management Explore what a project portfolio manager does, from aligning projects with strategy to resource planning, risk management, and performance tracking. --- - Published: 2025-07-18 - Modified: 2025-08-22 - URL: https://birdviewpsa.com/blog/best-project-management-software-uk/ - Categories: Project Management, Software Ratings We’ll walk you through what UK businesses should look for in project management tools and highlight some of the best options available, helping you find the perfect fit for your team. --- > Align projects with strategy, optimize resources, and boost ROI with enterprise project portfolio management. Tools, tips, and real examples inside. - Published: 2025-07-17 - Modified: 2025-07-29 - URL: https://birdviewpsa.com/blog/what-is-project-portfolio-management-ppm/ - Categories: Portfolio Management, Project Management Learn how to manage multiple projects strategically. This practical guide to PPM covers steps, roles, tools, and common pitfalls to avoid. --- > Discover a step-by-step roadmap for enterprise project management, including strategy alignment, EPMO setup, tools, governance, and real-world examples. - Published: 2025-07-15 - Modified: 2025-07-16 - URL: https://birdviewpsa.com/blog/implement-enterprise-project-management/ - Categories: Project Management --- > In this guide, we’ll show you how to identify, assess, and mitigate risks across your project portfolio using practical steps, examples, and top tools. - Published: 2025-07-12 - Modified: 2025-07-29 - URL: https://birdviewpsa.com/blog/project-portfolio-risk-management/ - Categories: Portfolio Management, Professional Services, Project Management In this guide, we’ll show you how to identify, assess, and mitigate risks across your project portfolio using practical steps, examples, and top tools. --- > Avoid 8 common PPM mistakes—like poor alignment and bad resource planning—and learn how PMOs and project directors can fix them for better results. - Published: 2025-07-10 - Modified: 2025-07-29 - URL: https://birdviewpsa.com/blog/mistakes-in-ppm-to-avoid/ - Categories: Portfolio Management, Project Management Avoid common project portfolio mistakes and improve performance with practical strategies for PMO consultants, project directors, and new PMOs. --- - Published: 2025-07-10 - Modified: 2025-08-22 - URL: https://birdviewpsa.com/blog/best-project-portfolio-management-ppm-software-made-in-canada/ - Categories: Portfolio Management, Project Management, Software Ratings Take a look at some of the best PPM tools made in Canada that help teams gain visibility, align strategy with execution, and improve resource utilization. --- > Learn the difference between project and portfolio management and when to use each. Tips, examples, and how Birdview PSA supports both - Published: 2025-07-09 - Modified: 2025-07-29 - URL: https://birdviewpsa.com/blog/project-portfolio-vs-project-management/ - Categories: Portfolio Management, Professional Services, Project Management Learn the difference between project and portfolio management—and when to use each. Tips, examples, and how Birdview PSA supports both. --- - Published: 2025-07-02 - Modified: 2025-08-28 - URL: https://birdviewpsa.com/blog/top-benefits-of-project-portfolio-management-for-service-firms/ - Categories: IT Services, Portfolio Management, Professional Services, Project Management Learn how project portfolio management boosts alignment, resource use, and decision-making for service firms. Key benefits, tips, and real examples. --- > Discover how PSA software, such as Birdview PSA, helps consulting and IT services firms win deals, optimize resources, and boost profit margins. - Published: 2025-07-01 - Modified: 2025-07-01 - URL: https://birdviewpsa.com/blog/how-psa-helps-consulting-and-it-services-firms/ - Categories: Professional Services Discover how PSA software, such as Birdview PSA, helps consulting and IT services firms win deals, optimize resources, and boost profit margins. --- > Learn how PSA scheduling improves project delivery, resource allocation, and team performance in service firms, with real examples from Birdview PSA - Published: 2025-06-30 - Modified: 2025-06-30 - URL: https://birdviewpsa.com/blog/why-psa-scheduling-matters-for-professional-services/ - Categories: Professional Services, Resource Management Learn how PSA scheduling improves project delivery, resource allocation, and team performance in service firms, with real examples from Birdview PSA. --- > Discover how PSA software helps engineering firms solve resourcing, scheduling, and billing challenges while boosting visibility and profitability. - Published: 2025-06-26 - Modified: 2025-06-27 - URL: https://birdviewpsa.com/blog/psa-software-for-engineering-firms/ - Categories: Engineering projects, Professional Services Discover how PSA software helps engineering firms solve resourcing, scheduling, and billing challenges while boosting visibility and profitability. --- > Streamline SaaS customer onboarding with PSA tools. Improve adoption, retention, and time-to-value using Birdview PSA’s templates and automation. - Published: 2025-06-25 - Modified: 2025-06-25 - URL: https://birdviewpsa.com/blog/saas-customer-onboarding/ - Categories: Professional Services Dive into the essential SaaS customer onboarding process, outline key best practices for making it successful, and show you how PSA software streamline your onboarding. --- - Published: 2025-06-24 - Modified: 2025-06-24 - URL: https://birdviewpsa.com/blog/birdview-featured-in-capterras-shortlist-for-kanban-tools-software-in-2025/ - Categories: Product News We’re proud to share that Birdview has been recognized in the 2025 Capterra Shortlist for Kanban Tools Software. --- > Learn the five key phases of the project life cycle with real examples, expert tips, and how Birdview PSA helps manage projects from start to finish. - Published: 2025-06-23 - Modified: 2025-06-25 - URL: https://birdviewpsa.com/blog/project-management-life-cycle/ - Categories: Professional Services, Project Management - Tags: lifecycle, planning, scope Learn the five key phases of the project life cycle with real examples, expert tips, and how Birdview PSA helps manage projects from start to finish. --- > Learn how to build an effective project intake process with real examples, best practices, and PSA software tips to streamline project requests. - Published: 2025-06-22 - Modified: 2025-06-23 - URL: https://birdviewpsa.com/blog/project-intake-best-practices/ - Categories: Professional Services, Project Management - Tags: case study, custom forms, project management, project managers, project request, workflow optimization Learn the 5 industry best practices for seamless project intake for Project Managers in the Professional Services industry. --- > Learn what a project management office (PMO) does, its roles, responsibilities, and how it supports successful project delivery across teams. - Published: 2025-06-21 - Modified: 2025-06-25 - URL: https://birdviewpsa.com/blog/project-management-101-pmo/ - Categories: Professional Services, Project Management --- > 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: 2025-06-21 - Modified: 2025-06-22 - 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 --- > Learn how PSA software supports Agile, Waterfall & Hybrid methodologies for professional services. Get flexibility, visibility & control with Birdview PSA. - Published: 2025-06-18 - Modified: 2025-06-18 - URL: https://birdviewpsa.com/blog/agile-waterfall-hybrid-in-service-projects/ - Categories: Professional Services, Project Management Learn how PSA software supports Agile, Waterfall & Hybrid methodologies for professional services. Get flexibility, visibility & control with Birdview PSA. --- > Discover how PSA software gives CEOs, CFOs, and COOs real-time strategic insights into projects, resources, and financials—firm-wide. - Published: 2025-06-18 - Modified: 2025-06-18 - URL: https://birdviewpsa.com/blog/the-executive-guide-to-psa/ - Categories: Professional Services, Project Management Discover how PSA software gives CEOs, CFOs, and COOs real-time strategic insights into projects, resources, and financials—firm-wide. --- > Learn how to manage resource conflicts proactively using PSA tools. Prevent delays, balance workloads, and improve project delivery with less stress. - Published: 2025-06-18 - Modified: 2025-06-19 - URL: https://birdviewpsa.com/blog/solving-resource-conflicts-with-birdview-psa/ - Categories: Professional Services, Resource Management Learn how to manage resource conflicts proactively using PSA tools. Prevent delays, balance workloads, and improve project delivery with less stress. --- > Learn how to improve client reporting with PSA software. Follow 5 proven steps and discover how Birdview PSA makes reporting easier, faster, and more transparent. - Published: 2025-06-17 - Modified: 2025-06-17 - URL: https://birdviewpsa.com/blog/5-steps-to-effective-client-reporting/ - Categories: Financial Management, Professional Services, Project Management Master the 5 steps to effective client reporting for professional services --- > Improve client communication with 9 expert tips and PSA tools that help you build trust, streamline updates, and keep your clients engaged. - Published: 2025-06-17 - Modified: 2025-06-25 - URL: https://birdviewpsa.com/blog/improve-client-communication-9-pro-tips/ - Categories: Professional Services Discover 9 pro tips on how to improve client communication for professional services firms --- > Keep your projects on track by managing PTO and availability directly in Birdview PSA. Avoid conflicts, balance workloads, and plan with real-time data. - Published: 2025-06-14 - Modified: 2025-06-16 - URL: https://birdviewpsa.com/blog/managing-pto-and-availability/ - Categories: Professional Services, Resource Management Keep your projects on track by managing PTO and availability directly in Birdview PSA. Avoid conflicts, balance workloads, and plan with real-time data. --- - Published: 2025-06-13 - Modified: 2025-06-14 - URL: https://birdviewpsa.com/blog/create-resource-management-plan/ - Categories: Professional Services, Resource Management In this article, you’ll learn how to create a resource plan that not only covers the essentials—but also fits your firm’s real-world practices. --- > Get real-time insights into project costs, profitability, and budget performance with Birdview PSA’s powerful financial reporting tools for service firms. - Published: 2025-06-13 - Modified: 2025-06-16 - URL: https://birdviewpsa.com/blog/birdview-psa-financial-reports/ - Categories: Financial Management, Professional Services Explore the critical need for comprehensive financial reports in professional services and the specific insights required by executives and project managers. --- - Published: 2025-06-12 - Modified: 2025-09-17 - URL: https://birdviewpsa.com/blog/adopting-psa-software/ - Categories: Professional Services, Project Management Discover 9 proven best practices to drive user adoption of PSA software. Get practical tips to turn your implementation into long-term success --- > The 5 Best Client Onboarding Software· 1. Birdview PSA · 2. GuideCX · 3. Rocketlane · 4. Tallyfy · 5. Clientary - Published: 2025-06-11 - Modified: 2025-06-26 - URL: https://birdviewpsa.com/blog/top-client-onboarding-software/ - Categories: Professional Services This guide covers the top client onboarding software in 2025, including key features, pros & cons, ideal use cases, and how to choose the right one for your business. --- > In this article, you'll learn a proven 4-step workflow for resource requests, what goes wrong when it’s inefficient, and how Birdview PSA streamlines it - Published: 2025-06-07 - Modified: 2025-06-13 - URL: https://birdviewpsa.com/blog/resource-request-and-allocation-workflow/ - Categories: Professional Services, Resource Management --- - Published: 2025-06-06 - Modified: 2025-10-31 - URL: https://birdviewpsa.com/blog/scaling-service-business/ - Categories: Professional Services Scale your professional services business efficiently with PSA software. Overcome growth challenges, streamline operations & fuel profitability with Birdview PSA. --- > Learn why faster project approvals matter and how Birdview PSA helps streamline workflows, cut delays, and improve decision-making across your team. - Published: 2025-06-05 - Modified: 2025-06-18 - URL: https://birdviewpsa.com/blog/project-approvals-in-psa/ - Categories: Professional Services, Project Management Learn why faster project approvals matter and how Birdview PSA helps streamline workflows, cut delays, and improve decision-making across your team. --- > Master architecture design revisions & approvals with PSA software. Streamline workflows, manage client feedback & control scope in Birdview PSA for architecture. - Published: 2025-06-05 - Modified: 2025-06-13 - URL: https://birdviewpsa.com/blog/design-revisions-in-architecture/ - Categories: Architecture, Professional Services Master architecture design revisions & approvals with PSA software. Streamline workflows, manage client feedback & control scope in Birdview PSA for architecture. --- > This feature enables project leaders to define approval workflows, assign approvers, and ensure that expenses don’t proceed without the necessary oversight. - Published: 2025-06-04 - Modified: 2025-06-02 - URL: https://birdviewpsa.com/blog/expense-approval-feature/ - Categories: Financial Management, Product News Define approval workflows, assign approvers, and ensure that expenses don’t proceed without the necessary oversight. --- > Streamline your expense tracking with PSA software. Discover how Birdview PSA enhances budget management and profitability in professional services. - Published: 2025-06-04 - Modified: 2025-06-13 - URL: https://birdviewpsa.com/blog/expense-tracking-with-psa/ - Categories: Financial Management, Professional Services Streamline your expense tracking with PSA software. Discover how Birdview PSA enhances budget management and profitability in professional services. --- > Discover how modern PMOs use strategic resource capacity planning to align projects with business goals. Learn how Birdview PSA empowers your team with visibility, forecasting, and control. - Published: 2025-06-04 - Modified: 2025-06-13 - URL: https://birdviewpsa.com/blog/strategic-resource-capacity-planning-pmo/ - Categories: Resource Management Discover how modern PMOs use strategic resource capacity planning to align projects with business goals. Learn how Birdview PSA empowers your team with visibility, forecasting, and control. --- > Learn how to master project change management and control scope creep with PSA software. Get practical tips and examples using Birdview PSA's approval workflows. - Published: 2025-06-04 - Modified: 2025-06-13 - URL: https://birdviewpsa.com/blog/project-change-management-and-scope-control-with-psa-approval-workflows/ - Categories: Professional Services, Project Management Master project change management & control scope creep with PSA software. Implement streamlined approval workflows in Birdview PSA for successful project delivery. --- > Integrate your CRM and PSA to streamline project handoffs, improve forecasting, and accelerate revenue. Learn how Birdview PSA makes it seamless - Published: 2025-06-03 - Modified: 2025-06-18 - URL: https://birdviewpsa.com/blog/connect-sales-pipeline-to-psa/ - Categories: Professional Services Integrate your CRM and PSA to streamline project handoffs, improve forecasting, and accelerate revenue. Learn how Birdview PSA makes it seamless --- > Discover how Birdview PSA improves project budget accuracy, real-time cost tracking, and financial oversight for professional services firms. - Published: 2025-06-01 - Modified: 2025-06-13 - URL: https://birdviewpsa.com/blog/improve-budget-planning-psa/ - Categories: Financial Management, Professional Services --- > Boost project profitability with PSA software for services. Learn how Birdview PSA tracks costs, improves resource use, and delivers real-time insights. - Published: 2025-05-31 - Modified: 2025-06-13 - URL: https://birdviewpsa.com/blog/boost-project-profitability-with-psa/ - Categories: Financial Management, Professional Services Boost project profitability with PSA software for services. Learn how Birdview PSA tracks costs, improves resource use, and delivers real-time insights. --- > Best Resource Management Software: 1. Birdview PSA –End-to-end PSA & resource management platform solution, 2 Float 3 Mosaic 4 Kantata 5 Runn - Published: 2025-05-29 - Modified: 2025-05-30 - URL: https://birdviewpsa.com/blog/best-resource-management-software/ - Categories: Professional Services, Resource Management Discover the 5 best resource management software tools for 2025, reviewed by experts. Learn how platforms like Birdview PSA, Float, and Mosaic help professional services teams plan capacity, balance workloads, and boost profitability. --- > Discover how PSA software like Birdview helps resource managers balance workloads, optimize capacity, and keep projects on track. - Published: 2025-05-29 - Modified: 2025-06-18 - URL: https://birdviewpsa.com/blog/resource-managers-playbook/ - Categories: Professional Services, Resource Management Master effective resource allocation with the Resource Manager's Playbook. Daily strategies & tips for balancing workloads & preventing burnout in Birdview PSA. --- > Master advanced Rate Card strategies for varied billing models in professional services. Optimize pricing & simplify complex client invoicing with PSA software. - Published: 2025-05-29 - Modified: 2025-05-30 - URL: https://birdviewpsa.com/blog/billing-with-rate-cards-in-professional-services/ - Categories: Financial Management, Professional Services Master advanced Rate Card strategies for varied billing models in professional services. Optimize pricing & simplify complex client invoicing with PSA software. --- > Learn what RAID management is in project management. Discover how to track Risks, Assumptions, Issues & Dependencies with real examples and practical tips. - Published: 2025-05-28 - Modified: 2025-05-28 - URL: https://birdviewpsa.com/blog/what-is-raid-management/ - Categories: Professional Services, Project Management Learn what RAID management is in project management. Discover how to track risks, assumptions, issues and dependencies with real examples and practical tips --- - Published: 2025-05-27 - Modified: 2025-08-25 - URL: https://birdviewpsa.com/blog/improve-cash-flow-with-psa/ - Categories: Professional Services Speed up your quote-to-cash cycle and boost cash flow with PSA software --- - Published: 2025-05-27 - Modified: 2025-10-31 - URL: https://birdviewpsa.com/blog/managed-it-services-providers/ - Categories: IT Services, Professional Services Empower your MSP with PSA software. Streamline IT project delivery, optimize resource allocation & simplify billing for Managed IT Services. --- > Discover how CFOs use PSA software to track project KPIs, control costs, and drive profitability with real-time financial oversight across portfolios. - Published: 2025-05-27 - Modified: 2025-05-29 - URL: https://birdviewpsa.com/blog/cfo-guide-to-financial-oversight/ - Categories: Financial Management, Professional Services Discover how to track profitability, cash flow & costs in Birdview PSA. --- > Discover the benefits of Canadian project management software: data security, local support & market understanding. Explore Birdview PSA for your firm. - Published: 2025-05-27 - Modified: 2025-05-28 - URL: https://birdviewpsa.com/blog/value-of-canadian-project-management-software/ - Categories: Professional Services, Project Management Discover the benefits of Canadian project management software: data security, local support & market understanding. --- > Six Revenue Recognition Methods · 1. Sales-basis, 2. Percentage of Completion, 3. Completed Contract, 4. Cost Recovery (or Recoverability), 5. Installment, 6. Accrual - Published: 2025-05-23 - Modified: 2025-06-01 - URL: https://birdviewpsa.com/blog/professional-services-revenue-recognition-101/ - Categories: Professional Services Explore the complexities of professional services revenue recognition and how Birdview simplifies and enhances this process, ensuring accurate and agile revenue recognition. --- > Is your Customer Success team still running on spreadsheets? Discover why it's holding you back & how Birdview PSA transforms client management for growth. - Published: 2025-05-23 - Modified: 2025-05-26 - URL: https://birdviewpsa.com/blog/why-customer-success-team-need-psa/ - Categories: Professional Services Discover why it's holding you back & how Birdview PSA transforms client management for growth. --- - Published: 2025-05-22 - Modified: 2025-08-22 - URL: https://birdviewpsa.com/blog/best-psa-software-tools-for-professional-services/ - Categories: Professional Services, Software Ratings We analyzed dozens of platforms purpose-built for professional services and selected the top 7 PSA tools that stand out in 2025. --- > Master Earned Value Analysis (EVA) for engineering projects. Track cost/schedule performance, predict outcomes & improve control with Birdview PSA. - Published: 2025-05-22 - Modified: 2025-05-27 - URL: https://birdviewpsa.com/blog/earned-value-analysis-for-engineering-firms/ - Categories: Engineering projects, Professional Services, Project Management Master Earned Value Analysis (EVA) for engineering projects. Track cost/schedule performance, predict outcomes & improve control with Birdview PSA. --- > Use job roles & skills matrix for smarter resource planning. Match skills to projects, balance workloads, and optimize allocation (examples & tips) - Published: 2025-05-22 - Modified: 2025-06-18 - URL: https://birdviewpsa.com/blog/job-roles-and-skills-matrix/ - Categories: Resource Management Use Job Roles & Skills Matrix for smarter resource planning. Match skills to projects, balance workloads & optimize resource allocation in Birdview PSA. --- > Simplify complex client billing with Rate Cards in Birdview PSA. Manage varied rates, automate invoices & boost profitability for professional services. - Published: 2025-05-21 - Modified: 2025-05-23 - URL: https://birdviewpsa.com/blog/rate-cards-in-birdview-psa/ - Categories: Project Management, Resource Management Simplify complex client billing with Rate Cards in Birdview PSA. Manage varied rates, automate invoices & boost profitability for professional services. --- - Published: 2025-05-21 - Modified: 2025-08-29 - URL: https://birdviewpsa.com/blog/project-financial-kpis-to-track-in-professional-services/ - Categories: Professional Services, Project Management Track project profitability, budget variance, and forecasting with Birdview PSA. Discover key financial KPIs every services firm should measure. --- - Published: 2025-05-15 - Modified: 2025-10-08 - 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. --- > 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 --- > 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. --- > 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. --- > 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 --- --- ## Podcasts > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- > 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/ --- --- ## Resources > 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. --- > 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 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 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. --- > 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. --- > 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 --- > 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. --- > 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 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. --- > 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. --- > 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. --- > 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. --- > 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. --- > 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! --- ---