# LLMs.txt - Sitemap for AI content discovery
# 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
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## Pages
- [Fast and Accurate Project Cost and Budget Estimation](https://birdviewpsa.com/uses/project-estimantion/): Estimate project costs and billable revenue instantly based on hours, rates, and the billing model of your choice.
- [Birdview Project Management](https://birdviewpsa.com/birdview-pm/): Birdview Project Management software streamlines complex projects with powerful tools for workflow automation, resource allocation, and team collaboration
- [Project Management Software for Europe](https://birdviewpsa.com/eu-project-management-software/): Birdview PSA is Canadian end-to-end project management software. Plan projects, allocate resources, track budgets, and boost team efficiency
- [Seamless handoff from sales to implementation](https://birdviewpsa.com/uses/handoff-from-sales-to-implementation/): Streamline your project intake process and shorten your sales cycle with Birdview PSA to start delivering services faster
- [Uses](https://birdviewpsa.com/uses/):
- [How Intrahealth optimized resource planning with Birdview PSA](https://birdviewpsa.com/client-case-studies/intrahealth/): Discover how a healthcare software company successfully transitioned to a scalable, comprehensive project and resource management solution with Birdview PSA
- [Canadian Project Management Software](https://birdviewpsa.com/canadian-project-management-software/): Manage projects, resources, and financials with a scalable and secure solution for businesses of all sizes.
- [PM Software for Onboarding & Implementation Teams](https://birdviewpsa.com/solutions/onboarding-implementation-software/): Streamline every step of client onboarding and implementation, optimize resource allocation, and deliver exceptional outcomes—all in one intuitive platform
- [PDF First 90 days blueprint for new leaders in Professional Services](https://birdviewpsa.com/blueprint-for-new-ps-leaders-pdf/): Whether you’re a newly appointed VP or Director, the first 90 days are a pivotal period that can set the tone for your success and the trajectory of your team
- [First 90 days blueprint for new leaders in Professional Services](https://birdviewpsa.com/blueprint-for-new-ps-leaders/): Whether you’re a newly appointed VP or Director, the first 90 days are a pivotal period that can set the tone for your success and the trajectory of your team
- [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
- [Karen Garlinger](https://birdviewpsa.com/all-client-testimonials/karen-garlinger/): As a project manager overseeing more than 700 projects a year, this tool is essential for prioritizing our workload. Our...
- [PSA software vs Project Management software: differences and similarities](https://birdviewpsa.com/psa-guide/psa-software-vs-project-management-software/): Explore the core functionalities, ideal use cases, and distinct benefits of both PSA and PM software to help you pinpoint the solution that best fits your unique business needs.
- [Anniversery](https://birdviewpsa.com/20th-anniversary/): Join Birdview in celebrating 20 years of project management excellence! Discover our journey, enjoy exclusive discounts, and hear from our CEO.
- [Adtalem increased its team productivity with Birdview](https://birdviewpsa.com/client-case-studies/adtalem/): Discover how, after adopting Birdview, Adtalem Global Education experienced significant improvements in project management efficiency and overall productivity.
- [Resource planning](https://birdviewpsa.com/resource-management-guide/resource-planning/): Dive into best practices, common pitfalls, and effective strategies for resource planning.
- [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.
- [Home page test](https://birdviewpsa.com/home/): Birdview PSA is a software designed to improve the management of internal and client projects, optimize resource utilization, and increase productivity
- [Advanced Project Time Tracking Software](https://birdviewpsa.com/software/time-tracking/): Streamline workflows with Birdview's advanced project time tracker. Ensure accuracy in billing and enhance productivity with flexible tracking options
- [Ahau Software](https://birdviewpsa.com/company/partner-ahau/): Organize your work in Outlook, Adobe Creative Cloud, and other apps to access all the essential data without the need to switch between tools.
- [Birdview Development Partnership Program for Individuals and Organizations](https://birdviewpsa.com/company/development-partners/): Partner with Birdview to develop apps that seamlessly integrate, join our network, and reach thousands of new customers for exponential growth.
- [Birdview Zapier Integrations](https://birdviewpsa.com/integrations/zapier/): Connect Birdview with other tools your team uses, like Salesforce, Google Calendar, and Slack, without writing a single line of code.
- [What is project management](https://birdviewpsa.com/project-management-guide/project-management/): Explore all project management principles from basics to advanced techniques. Discover strategies and tools suitable for project managers.
- [Microsoft 365 Integrations with Birdview](https://birdviewpsa.com/integrations/ms-office/): Unlock the full potential of your workflow with Birdview and Microsoft 365 integrations, from real-time collaboration to efficient file management.
- [On-premise Deployment of Project Management Software](https://birdviewpsa.com/on-premise-deployment/): Project Management Software Birdview PSA’s on-premise deployment offers the perfect blend of flexibility, security, and performance, for full control of your data.
- [ServiceNow](https://birdviewpsa.com/integrations/servicenow/): Discover ServiceNow integration with Birdview’s project management software, designed to transform your Birdview projects and activities into ServiceNow change requests and tasks.
- [MRWA reduced their project planning time by 75% with Birdview](https://birdviewpsa.com/client-case-studies/maine-rural-water-association/): Discover how a non-profit trade association dedicated to providing support to water and wastewater systems reduced their project planning time by 75% with Birdview.
- [Automate Workflows to Enhance Productivity](https://birdviewpsa.com/integrations/workflow-automation/): Birdview Automation enhances productivity by connecting and automating your business workflows across applications.
- [PSA Software Implementation: A Practical Guide for Service Organizations](https://birdviewpsa.com/psa-guide/how-to-implement-professional-services-automation-software/): This guide outlines the key steps and practical tips to help you implement PSA software effectively and get lasting value from your investment.
- [The complete guide to Professional Services Automation (PSA) software](https://birdviewpsa.com/psa-guide/what-is-professional-services-automation-software/): Professional services automation (PSA) is a way companies that provide services can make their work more organized and efficient.
- [PSA Guide](https://birdviewpsa.com/psa-guide/):
- [Birdview Pricing](https://birdviewpsa.com/pricing/): Discover what plans and user licenses Birdview offers to support various needs and use cases of your organization.
- [OneDrive](https://birdviewpsa.com/integrations/onedrive/): Use OneDrive integration for Birdview to streamline your document management process and enhance collaboration on crucial files with your team.
- [Arizona Liver Health Cuts Project Planning Time by 50% with Birdview](https://birdviewpsa.com/client-case-studies/arizona-liver-health/): Discover how a medical practice and research institute specializing in liver health witnessed a 50% reduction in planning and execution time for projects.
- [Birdview PSA Pricing](https://birdviewpsa.com/professional-services/pricing/): Discover what plans and user licenses Birdview PSA offers to support various needs and use cases of your organization.
- [Birdview Project Pricing](https://birdviewpsa.com/project-management/pricing/): Discover what plans and user licenses Birdview Project Management offers to support various needs and use cases of your organization.
- [Birdview Project Management](https://birdviewpsa.com/project-management/): Birdview Project Management software streamlines complex projects with powerful tools for workflow automation, resource allocation, and team collaboration
- [SharePoint Integration for Project and Document Management | Birdview](https://birdviewpsa.com/integrations/sharepoint/): Use SharePoint integration for Birdview to simplify the document management process and collaborate on important files with your team.
- [RBC Achieves 130% Revenue Increase Since Adopting Birdview](https://birdviewpsa.com/client-case-studies/rbc-medical-innovations/): Discover how a medical device manufacturer achieved 130% revenue increase and a 20% increase in on-budget project completion since adopting Birdview.
- [25% Increase in the Work Capacity of Nommon’s Engineering Team](https://birdviewpsa.com/client-case-studies/nommon/): Discover how Birdview PSA provided Nommon with a suite of solutions tailored to their unique needs and improved decision-making, streamlined processes, and enhanced team collaboration.
- [Oil and Gas Project Management Software](https://birdviewpsa.com/solutions/oil-and-gas-project-management/): Birdview’s oil and gas project and resource management software empowers professionals to optimize workflows, maintain complete oversight of projects, and propel industry growth
- [Templates](https://birdviewpsa.com/templates/): Access a variety of project plan templates for engineering, IT and business consulting projects. Enhance strategies, streamline processes, and drive organizational success using Birdview or Excel templates
- [QuickBooks Integration for Birdview PSA](https://birdviewpsa.com/integrations/quickbooks/): Discover QuickBooks integration with a project management software, designed to seamlessly transfer time logs from Birdview PSA to QuickBooks.
- [QuickBooks Disconnected](https://birdviewpsa.com/integrations/quickbooks-integration-disconnected/): Online Project management software tool for managing & tracking projects & tasks online. Birdview PSA makes project management & team collaboration straightforward and hassle-free. Simple and easy project management system
- [Manage Apps](https://birdviewpsa.com/integrations/manageapps/):
- [Resource Scheduling Software](https://birdviewpsa.com/software/resource-scheduling-software/): Achieve tactical resource management excellence with Birdview PSA. Streamline team workload and ensure accurate resource allocation.
- [Achieving a 15% Increase in On-Budget and On-Schedule Completion with Birdview PSA](https://birdviewpsa.com/client-case-studies/boomdata/): Discover how an IT consulting firm achieved 10% time savings on project initiation and planning and 20% on project execution and built trust with their clients using Birdview PSA.
- [Reseller Program](https://birdviewpsa.com/company/reseller-program/): Our goal is to help more teams get the results they need in order to grow. You can help by sharing the contact details for any other internal departments or external colleagues that might benefit from implementing Birdview PSA.
- [Affiliate Program](https://birdviewpsa.com/company/affiliate-program/): Our goal is to help more teams get the results they need in order to grow. You can help by sharing the contact details for any other internal departments or external colleagues that might benefit from implementing Birdview PSA.
- [How Birdview PSA Boosted Project Initiation Speed by 90% for a Global Workplace Solutions Company](https://birdviewpsa.com/client-case-studies/workplace-solutions-and-digital-services/): Discover how Birdview PSA transformed the project management practices of a global workplace solutions company by addressing challenges such as scattered project information, over-commitment, and reporting difficulties.
- [Email Signature](https://birdviewpsa.com/email-signature/):
- [How PSA Works](https://birdviewpsa.com/how-psa-works/): From the sales process and planning to execution and client billing, Birdview PSA supports your entire service delivery process.
- [Jira and Birdview PSA Integration | Birdview PSA](https://birdviewpsa.com/integrations/jira/): Effortlessly manage your team's capacity, budgets, costs, and multiple projects all at once with seamless integration between Jira and Birdview PSA.
- [Increasing Revenue by 10% Using Birdview PSA](https://birdviewpsa.com/client-case-studies/c-p-systems/): Discover how a chemical engineering firm decreased its high-level project planning efforts by 50% and increased revenue after switching to Birdview PSA.
- [Resource risk management](https://birdviewpsa.com/resource-management-guide/resource-risk-management/): Mitigate project risks with our guide to resource risk management. Learn about best practices, tools, and strategies for effective resource management and risk reduction.
- [Resource management metrics and KPIs](https://birdviewpsa.com/resource-management-guide/resource-management-metrics-and-kpis/): Measure and optimize your business's resource management performance with our guide to resource management metrics and KPIs. Discover best practices, tools, and strategies for effective resource tracking and analysis.
- [Resource optimization](https://birdviewpsa.com/resource-management-guide/resource-optimization/): Maximize your project's success with our guide to resource optimization in project management. Discover best practices, tools, and strategies for efficient resource management and driving project results.
- [Resource forecasting and scenario planning](https://birdviewpsa.com/resource-management-guide/resource-forecasting/): Achieve project success with our guide to resource forecasting in project management. Discover best practices, tools, and strategies for efficient resource management.
- [Resource management reporting and dashboards](https://birdviewpsa.com/resource-management-guide/resource-management-reporting-and-dashboards/): Get the ultimate information on resource management reporting and dashboards with our comprehensive guide. Discover best practices, tools, and strategies for efficient resource tracking and analysis.
- [Resource scheduling](https://birdviewpsa.com/resource-management-guide/resource-scheduling/): Maximize your project's success with our guide to resource scheduling in project management. Discover best practices, tools, and strategies for efficient resource management.
- [Resource allocation](https://birdviewpsa.com/resource-management-guide/resource-allocation/): Optimize your project's resource allocation with our comprehensive guide. Learn best practices, tools, and strategies for success in resource management.
- [Resource Management Reporting and Dashboards](https://birdviewpsa.com/resource-management-reporting-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 capacity management](https://birdviewpsa.com/resource-management-guide/resource-capacity-management/): Take control of your business's resource capacity with our comprehensive guide. Learn about best practices, tools, and strategies for effective resource capacity management.
- [What is resource management](https://birdviewpsa.com/resource-management-guide/what-is-resource-management/): Discover what resource management is, how it works, and why it's important for modern businesses. Our comprehensive guide has everything you need.
- [Activity Reports](https://birdviewpsa.com/report-library/activity-reports/): Obtain top-notch examples of Activity Reports in Project Management. A comprehensive overview of all activities within a project or portfolio allows you to see how tasks are progressing, track and manage approvals, and identify activities where important data is missing.
- [Project Reports](https://birdviewpsa.com/report-library/project-reports/): Get the best examples of Project Management Reports. Get an at-a-glance view of your projects' performance and status. Monitor the health of their projects in real-time.
- [Financial Performance Report](https://birdviewpsa.com/report-library/financial-performance-reports/): Get the best examples of Financial Performance reports in Project Management. Monitor and manage your projects' budgets and compare planned and actual costs.
- [Schedule Performance](https://birdviewpsa.com/report-library/schedule-performance-reports/): Get the best examples of Schedule Performance Reports in Project Management. Track projects' progress against a predefined schedule and adjust timelines to ensure on-time delivery.
- [Time Log Reports](https://birdviewpsa.com/report-library/time-log-reports/): Get the best examples of Time Tracking Reports in Project Management. Keep track of your team's time and optimize productivity.
- [Resource Planning](https://birdviewpsa.com/report-library/resource-planning-reports/): Obtain top-notch examples of Resource Planning and Resource Capacity reports in project management. Streamline your resource demand projection process and gain valuable insights into your project's resource needs."
- [Resource Loading](https://birdviewpsa.com/report-library/resource-loading-reports/): Obtain top-notch examples of Resource Loading reports in project management. Efficiently assess the workload and availability of your resources, and optimize your resource allocation strategy.
- [Project Management Reports Examples](https://birdviewpsa.com/report-library/):
- [Optimize Your Business: Birdview's Collection of Expert eBooks](https://birdviewpsa.com/publications/): Discover valuable insights and expert analysis on a variety of topics related to resource management, project management, and finance. Our thoughtfully curated collection offers practical guidance and strategies to help you optimize your business processes and achieve your goals.
- [Project Management Software for Business Operations](https://birdviewpsa.com/solutions/project-management-software-for-business-operations/): Birdview PSA is a Project Management software that enables Business Operations teams to efficiently plan project expectations, allocate resources, determine deadlines and monitor budgets.
- [Healthcare Project Management](https://birdviewpsa.com/solutions/healthcare-project-management/): Leverage the Birdview PSA healthcare project management software to plan, execute, and maintain any healthcare project and bring structure into your organization. HIPAA compliant.
- [Saving $300K and 1,700 Hours per Year Using Birdview PSA](https://birdviewpsa.com/client-case-studies/hatch-ltk/): Discover how an engineering firm specializing in passenger rail managed to improve its resource and project management, thus saving the company's money and time, after switching to Birdview PSA.
- [CS Webinar](https://birdviewpsa.com/building-support-and-engagement-in-achieving-organizational-success/): During this webinar, we will talk about how our new feature, Job Roles, can simplify and improve your work with resources across the entire organization
- [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.
- [Solutions](https://birdviewpsa.com/solutions/):
- [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.
- [Integrations Birdview PSA](https://birdviewpsa.com/bv-app-integrations/):
- [Project Budget Management](https://birdviewpsa.com/software/project-cost-management-and-budgeting/): Use Birdview’s project cost management software for professional services to streamline budgeting, track time and expenses, boost profitability, and automate invoicing
- [Variass Increased Team’s Productivity by 10%](https://birdviewpsa.com/client-case-studies/variass-increased-teams-productivity-by-10-using-ep/): Discover how Variass optimized its time management and project tracking after adopting Birdview PSA.
- [Digging Out the Data: A Case for Measurement as a Core
Company Value](https://birdviewpsa.com/podcasts/digging-out-the-data/): In a business culture that demands speed and urgency, is a case to be made for using data to make the right decisions?
- [Podcast Introducing](https://birdviewpsa.com/podcasts/introducing/): Welcome to When Spreadsheets Hit the Fan, a podcast created for professional services industry leaders and enthusiasts. Check out our first episode now!
- [Podcast main](https://birdviewpsa.com/podcasts/): A podcast for people keen on professional services. We talk about the best service delivery practices with the industry leaders. Subscribe now!
- [How to Get Status Updates and Not be a Pest](https://birdviewpsa.com/blog/how-to-get-status-updates-and-not-be-a-pest-old/): For a project manager to be truly effective, he has to know everything that happens in a project. That means getting information from multiple sources...
- [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.
- [Callback linkedin](https://birdviewpsa.com/callback-linkedin/):
- [Software](https://birdviewpsa.com/software/):
- [Company](https://birdviewpsa.com/company/):
- [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.
- [Birdview Professional Services Lifecycle](https://birdviewpsa.com/birdview-professional-services-lifecycle/):
- [MS Teams](https://birdviewpsa.com/integrations/ms-teams/): Streamline collaboration and communication with Birdview for Microsoft Teams.
- [Enterprise Upgrade](https://birdviewpsa.com/enterprise-extended/):
- [Workflow Business Processes](https://birdviewpsa.com/workflow-business-processes/):
- [Vulnerability Reward Program](https://birdviewpsa.com/company/vulnerability-reward-program/): Security of our users and their data is paramount for Birdview PSA
- [Get Started for Free Activate](https://birdviewpsa.com/request-access-activate/): Project Management. Get Started for Free.
- [Birdview PSA Labs](https://birdviewpsa.com/birdviewpsa-labs/): Birdview PSA Labs allows clients to preview upcoming features and experimental functionality, provide feedback, and influence the roadmap of Birdview PSA.
- [Project finances formulas](https://birdviewpsa.com/project-finance-guide/project-finances-formulas/): Sometimes, project finances can get confusing, so please use this guide as a reference for various financial metrics commonly used in project management.
- [Creating a project budget – an ultimate guide](https://birdviewpsa.com/project-finance-guide/project-budget-management/): Get a detailed guide on how to plan your project budget: use cases, examples, and tips on project budget management.
- [Financial metrics in project management](https://birdviewpsa.com/project-finance-guide/financial-metrics/): Explore all the financial metrics and formulas you need when executing a project: Cost, Budget, Revenue, Profit, and 20 more key metrics, all in one guide.
- [Project revenue and project-based billing methods](https://birdviewpsa.com/project-finance-guide/project-billing/): Discover everything you need to know about project-based billing methods in this comprehensive financial management guide.
- [Project finances defined](https://birdviewpsa.com/project-finance-guide/project-finances-defined/): Why Project Managers Need to Understand Project Finances. Completing a project and delivering it to a Client is one way to measure the success of your project; the other is understanding the financial health of it. Learn more.
- [The Ultimate Guide to Project Finances](https://birdviewpsa.com/project-finance-guide/):
- [U.S. Medical Institution Increases Productivity by 60%](https://birdviewpsa.com/client-case-studies/healthcare-leader/): Learn how one of the top 15 medical institutions in the U.S. used Birdview PSA to boost its team’s productivity and performance.
- [Increasing Team’s Productivity by 100% with Birdview PSA](https://birdviewpsa.com/client-case-studies/life-care-services/): Discover how Birdview PSA helped the 2nd largest operator of senior living communities in the USA to increase its team’s productivity and satisfaction.
- [Interroll Completes Projects 50% Faster with Birdview PSA](https://birdviewpsa.com/client-case-studies/interroll/): Learn how a leading global provider of material handling solutions with 34 subsidiaries worldwide decreased its project completions time by half using Birdview PSA
- [Sub-processor list](https://birdviewpsa.com/company/sub-processor-list/): Last update: March 31, 2023 Per the requirements of the data privacy laws of the European Union and its...
- [Professional Services Lifecycle](https://birdviewpsa.com/professional-services-lifecycle/): From Project Initiation to Portfolio Prioritization, Easy Projects supports your entire Project Management Lifecycle
- [Professional Services & Project Prioritization](https://birdviewpsa.com/professional-services-project-prioritization/): Both internal and client projects are prioritized based on specific evaluation criteria. The project manager allocates resources based on skills, availability and fit
- [60% Increase in Productivity When Using Birdview PSA](https://birdviewpsa.com/client-case-studies/centurylink/): Learn how one of the leading US telecommunications companies boosted its team’s productivity since switching from multiple reporting systems to Birdview PSA.
- [The UOIT Saves over 3h/Day on Project Setup and Reporting](https://birdviewpsa.com/client-case-studies/uoit/): Discover how the University of Ontario Institute of Technology saved at least 3 hours per day on project setup and reporting when using Birdview PSA.
- [Increasing Yearly Number of Completed Projects by Over 50%](https://birdviewpsa.com/client-case-studies/global-insurance-brokerage/): Learn how a wholesale insurance broker increased the number of completed projects per year by leveraging the Birdview PSA robust functionality.
- [50% Increase in Revenue by Switching to Birdview PSA](https://birdviewpsa.com/client-case-studies/new-york-engineers/): Discover how one of the largest MEP engineering services companies doubled its revenue since adopting project management solutions by Birdview PSA.
- [Сompleting over 5700 Projects a Month with Birdview PSA](https://birdviewpsa.com/client-case-studies/advanced-one/): Learn how one of the leaders in the telecommunications engineering industry applied Birdview PSA to finish up more projects per month than ever before.
- [Over 80% of tasks completed within schedule and on budget](https://birdviewpsa.com/client-case-studies/brooks-life-sciences/): Learn how Birdview PSA became a single project management environment for Brooks Life Sciences' diverse team and helped them increase productivity.
- [Reducing the Time to Complete a Project by 26%](https://birdviewpsa.com/client-case-studies/agriculture-and-horticulture/): Discover how an agriculture and horticulture company managed to run over 130 projects simultaneously with the help of Birdview PSA.
- [Suswaram Sridhar](https://birdviewpsa.com/all-client-testimonials/suswaram-sridhar/): “We have started using EP from past 3-4 months. The product is very useful to manage our IT deliveries tracking...
- [Ultiminio Ramos Galan](https://birdviewpsa.com/all-client-testimonials/ultiminio-ramos-galan/): “I love it Easy Projects . NET software. At least three features are very important for me: the sub tasks;...
- [Nathan Schnitman](https://birdviewpsa.com/all-client-testimonials/nathan-schnitman/): “The Easy Projects program is a GREAT time saver! It also prevents things from falling through the cracks. Since it...
- [Michael Schulze](https://birdviewpsa.com/all-client-testimonials/michael-schulze/): “At the Academic Medical Centre in Amsterdam we use Easy Projects for MSI packaging activities including workflow management and reporting....
- [Sheldon Perkins](https://birdviewpsa.com/all-client-testimonials/sheldon-perkins/): “We test-drove a number of leading project management solutions that are supposedly designed specifically for creative agencies like ours but...
- [Matt McIntyre](https://birdviewpsa.com/all-client-testimonials/matt-mcintyre/): “My company conducts on-demand, industry leading marketing for small business, As you can imagine that means a lot of projects...
- [Matthew Lester](https://birdviewpsa.com/all-client-testimonials/matthew-lester/): “We have tried and implemented various project management software packages over the years and have never quite been satisfied. Most...
- [Chris Robison](https://birdviewpsa.com/all-client-testimonials/chris-robison/): “We are very satisfied with EasyProject. It has given us great insight into where we are spending our time in...
- [Jay Westercamp](https://birdviewpsa.com/all-client-testimonials/jay-westercamp/): “EasyProjects. Net allows our I. T. staff to collaborate on each project and activity with ease. The product is truly...
- [Mark Challinor](https://birdviewpsa.com/all-client-testimonials/mark-challinor/): “Yes, (we are) very happy with Easy Projects. It has made it easy to manage a number of remote teams...
- [Richard Rees](https://birdviewpsa.com/all-client-testimonials/richard-rees/): “Easy Projects has enabled me to get my distributed workforce all on the same page. My developers work all over...
- [Margaret Zywczyk](https://birdviewpsa.com/all-client-testimonials/margaret-zywczyk/): “Easy Projects is a wonderful tool for managing any type of project, whether it is small or large, ongoing or...
- [Bob Lyons](https://birdviewpsa.com/all-client-testimonials/bob-lyons/): “As an Easy Projects customer for over 3 years we have utilized the software to manage development for projects across...
- [Horacio Escalada](https://birdviewpsa.com/all-client-testimonials/horacio-escalada/): “To manage projects the I. T. Solutions group was using a combination of an in-house developed time tracking application and...
- [Bernd Weusthof](https://birdviewpsa.com/all-client-testimonials/bernd-weusthof/): “We are using EP for a long time now. We had an old version of EP, and before, during and...
- [Johan Theunissen](https://birdviewpsa.com/all-client-testimonials/johan-theunissen/): “Easy Projects. net fits our needs perfectly. We have developers all over the world, working in decentralized teams. And Easy...
- [Tom Nelson](https://birdviewpsa.com/all-client-testimonials/tom-nelson/): “I appreciate the effort it takes to provide such quick response times to our questions, technical or otherwise, whether by...
- [Phil Slover](https://birdviewpsa.com/all-client-testimonials/phil-slover/): “I have found Easy Projects to be an easy-to-use and effective tool for monitoring and managing projects. It provides an...
- [Irina Tkach](https://birdviewpsa.com/all-client-testimonials/irina-tkach/): “We evaluated about 5 project management products before we decide on Easy Projects. We liked that it is very user...
- [Michael Stoyanovich](https://birdviewpsa.com/all-client-testimonials/michael-stoyanovich/): “I have used Easy Projects in several different organizations, where it manages many users and hundreds of clients and projects....
- [Mario Giordano](https://birdviewpsa.com/all-client-testimonials/mario-giordano/): “EP. NET has drastically improved our department's project management process after migrating from MS Sharepoint Services. The name “EasyProject” is...
- [Pamela C. Kurschner, PHR](https://birdviewpsa.com/all-client-testimonials/pamela-c-kurschner-phr/): “I just wanted to take a moment to say how absolutely wonderful your support people are. Even if there were...
- [Jon Burrell](https://birdviewpsa.com/all-client-testimonials/jon-burrell/): “EasyProjects is the most cost-effective web based project management solution that we have found. Support staff are extremely responsive, and...
- [Dennis McCarthy](https://birdviewpsa.com/all-client-testimonials/dennis-mccarthy/): “Logic Software not only makes project management easier than ever, it's also affordable and accessible. The ability to attach documents...
- [Melissa Reif](https://birdviewpsa.com/all-client-testimonials/melissa-reif/): “Easyprojects was just what our company needed. It is affordable project management software that could be used by our development...
- [Debbie Kochis](https://birdviewpsa.com/all-client-testimonials/debbie-kochis/): “Our Global Operations team was looking for a project management system that would be easy enough for non-technical people to...
- [Dmitri I. Dubograev](https://birdviewpsa.com/all-client-testimonials/dmitri-i-dubograev/): “EP immediately resolved the majority of the problems. Management of the clients' list, assignments and tasks, tracking billing became a...
- [Bill Stewart](https://birdviewpsa.com/all-client-testimonials/bill-stewart/): “A clinic comprised of a dozen medical professionals engaged me to adapt standard IT project management tools to their business....
- [Farhan Chaudhry](https://birdviewpsa.com/all-client-testimonials/farhan-chaudhry/): “Easy Projects . NET was successfully deployed in Digital Mail Limited to improve delivery of projects and time tracking for...
- [Rob Mead](https://birdviewpsa.com/all-client-testimonials/rob-mead/): “We have been impressed with Easy Projects since first testing it in Watson-Marlow Pumps Group OEM Division over three years...
- [Kevin Benaicha](https://birdviewpsa.com/all-client-testimonials/kevin-benaicha/): “Great tool, its simplicity and ease of use played a key role in the successful delivery of a large, complex...
- [Nick Baskett](https://birdviewpsa.com/all-client-testimonials/nick-baskett/): “We did a comprehensive review of project management systems, and required a cross-platform solution that we could deploy across borders,...
- [Terry Williams](https://birdviewpsa.com/all-client-testimonials/terry-williams/): “After edging out a shortlist of fifteen products, Easy Projects . NET hasn’t disappointed. Implementation was painless, and we were...
- [Inese Andersone](https://birdviewpsa.com/all-client-testimonials/inese-andersone/): “GatewayBaltic is Market Intelligence and Export Intelligence company. We are running simultaneously several projects and as we are fast growing...
- [Brad Kort](https://birdviewpsa.com/all-client-testimonials/brad-kort/): Brad Kort Testimonials
- [Grocery Chain](https://birdviewpsa.com/all-client-testimonials/grocery-chain/): “Shortly after we implemented Easy Projects, one of our designers was unexpectedly out of the office for a week. After...
- [Louise Hollebecq](https://birdviewpsa.com/all-client-testimonials/louise-hollebecq/): “As a consulting firm it is essential for us to be able to manage each engagement as a project and...
- [Liza Jett, PMP](https://birdviewpsa.com/all-client-testimonials/liza-jett-pmp/): “Love it! I couldn’t manage my projects without it. ”
- [Holli Skuza](https://birdviewpsa.com/all-client-testimonials/holli-skuza/): “After researching and utilizing the free trial versions of a few project management programs we decided to purchase Easy Projects...
- [Steven Garcia](https://birdviewpsa.com/all-client-testimonials/steven-garcia/): “When I was first assigned to upgrade our easy project database I was mortified because I had never worked with...
- [Minaz Noormohamed](https://birdviewpsa.com/all-client-testimonials/minaz-noormohamed/): “Ever since Easy Projects was introduced here at Wired Messenger, we’ve seen a big improvement in planning and managing our...
- [Perry White](https://birdviewpsa.com/all-client-testimonials/perry-white/): “I’m writing to simply share what a great support experience I’ve had. Tasked with migrating our EP install to a...
- [Zohar Beneliezer, B. Eng](https://birdviewpsa.com/all-client-testimonials/zohar-beneliezer-b-eng/): “Our Aha moment came when a custom report was generated that highlighted a significant ebb in the workload forecast 6...
- [Professional Services Reports](https://birdviewpsa.com/professional-services-reports/):
- [Get Started for Free](https://birdviewpsa.com/request-access/): Experience first-hand how thousands of teams of all sizes have improved their project management, resource utilization, and project outcomes with Birdview.
- [Project Management Software for IT Teams](https://birdviewpsa.com/solutions/project-management-software-for-it/): Birdview’s IT project management software accelerates your IT services and project delivery process. Manage projects, resources, and budgets via a single platform.
- [Marketing project management software](https://birdviewpsa.com/solutions/project-management-software-for-marketing-agencies/): Birdview's marketing project management software offers solutions for planning marketing campaigns, tracking time, expenses, and outcomes, thus helping deliver your best work.
- [Business Consulting Project management](https://birdviewpsa.com/solutions/project-management-software-for-business-consulting/): End-to-end Professional Services Automation software for consultants. Take control of every stage of your client projects — from estimates to invoicing
- [Excel](https://birdviewpsa.com/integrations/excel/): Connect Microsoft Excel with Birdview PSA to sync data between the tools. Import your Excel spreadsheets to Birdview PSA to easily manage your projects.
- [Microsoft Project Integration](https://birdviewpsa.com/integrations/microsoft-project/): Microsoft Project Integration. Transfer your Microsoft Project plans into Birdview PSA and manage your complex projects online with ease.
- [Resource utilization: strategies and calculation](https://birdviewpsa.com/resource-management-guide/resource-utilization/): Discover the nuances of resource utilization and analysis. Learn how to optimize resources effectively and drive productivity in project management.
- [Resource tracking in project management](https://birdviewpsa.com/resource-management-guide/resource-tracking/): Resource tracking is the process of monitoring the usage of resources, tracking their availability and reporting, and their performance.
- [Resource Management Guide](https://birdviewpsa.com/resource-management-guide/):
- [How to finish a project on time and within budget](https://birdviewpsa.com/project-management-guide/how-to-finish-projects-on-time-and-on-budget/): 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.
- [How to plan a project](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.
- [Roles and responsibilities of a project manager](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 team and work management](https://birdviewpsa.com/project-management-guide/team-work-management/): Learn best practices for team management, how to increase team collaboration and how great Project Managers raise the bar for team performance.
- [Reseller Form](https://birdviewpsa.com/reseller-form/):
- [Adobe Integration](https://birdviewpsa.com/integrations/adobe/): Manage your work and Adobe Creative Cloud projects within Birdview. Navigate across multiple projects and assets while simplifying team collaboration.
- [Lifecycle](https://birdviewpsa.com/project-lifecycle/):
- [Buyer's Guide](https://birdviewpsa.com/choosing-project-management-software/): This resource library is intended to assist you in the process by covering all key topicsinvolved in the selection of the best work management software for your team.
- [Integration with Office 365 Outlook](https://birdviewpsa.com/office-365-outlook/): This integration brings the power of project management to your Office 365 Outlook environment. Easy Projects for Outlook allows you to easily convert emails into tasks, requests or issues right from Outlook.
- [AI Project Management](https://birdviewpsa.com/software/ai-assistant/): Streamline your workflow with Birdview's AI-powered writing and planning tools to achieve greater results.
- [Asana Alternative](https://birdviewpsa.com/alternatives/asana-alternative/): Birdview PSA is an Asana alternative that users say has more powerful resource planning utilization, built-in reports, dashboards and Business Intelligence.
- [Workfront Alternative](https://birdviewpsa.com/alternatives/workfront-alternative/): Birdview PSA is a WorkFront alternative that users say is easy to use, has more powerful resource planning, improved team onboarding, and is significantly less expensive.
- [Smartsheet Alternative](https://birdviewpsa.com/alternatives/smartsheet-alternative/): Birdview PSA is a Smartsheet alternative that users say has more powerful resource planning capabilities, flexible time tracking, better reporting (and dashboards and BI), and flexibility through customization options. Deploy in the cloud, your private cloud or your network.
- [Birdview PSA vs. Wrike](https://birdviewpsa.com/alternatives/wrike-alternative/): Birdview PSA is a Wrike alternative that users say has project portfolio management, more powerful resource planning utilization, Business Intelligence reports, and is easily adaptable to your needs.
- [Alternatives](https://birdviewpsa.com/alternatives/): Easy Projects is the best alternative for mid-size to large companies looking for Project Management Software.
- [The Ultimate Guide to Project Management](https://birdviewpsa.com/project-management-guide/): Read our definite guide to Project Management. Learn what makes a successful project: how to plan and finish projects on time and on budget.
- [Enterprise Project Management Software](https://birdviewpsa.com/solutions/enterprise-project-management-software/): Rated as a Leader in Enterprise Project Management Software. Global team management, enterprise security, portfolios, Business Intelligence and AI.
- [Why Easy Projects](https://birdviewpsa.com/why-easy-projects/): Organizations of all sizes across 70 countries rely on Easy Projects every day to power their work and manage their projects
- [GDPR Commitment](https://birdviewpsa.com/company/gdpr/): 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.
- [Events](https://birdviewpsa.com/events/): PM events and webinars, hosted by the project management consultants at easy Projects. Sharpen your PM skills and connect with your project management community at birdviewpsa.com
- [Privacy Policy](https://birdviewpsa.com/company/privacy/): Privacy statement including personal data collection, data security, and right to contact clients clauses. Rest assured you are fully Easy Projects-safe.
- [Kanban Board](https://birdviewpsa.com/software/kanban-project-management-software/): With just one click, any project can be viewed as a Kanban Board. Get full, real-time visibility into every moving part of the project
- [PM Course Successful](https://birdviewpsa.com/pm-course-successful/): Improve your Project Management skills by taking this free course created by Easy Projects experts. Topics include: Secrets to Complete...
- [Планирование ресурсов](https://birdviewpsa.com/ru/resource-planning-software/): Используйте программное обеспечение для планирования ресурсов, чтобы контролировать свои активы: сотрудников, сроки и бюджет
- [О нас](https://birdviewpsa.com/ru/about/): Узнайте больше о создании Easy Projects, нашем мировоззрении и о людях, чья цель — сделать работу над проектами доступной, удобной и простой
- [Дашборд](https://birdviewpsa.com/ru/project-dashboard/): Панель управления Easy Projects разработана для того, чтобы предоставить мгновенный доступ к проектам, задачам и показателям
- [Маркетинг и креатив](https://birdviewpsa.com/ru/marketing-project-management-software/): Easy Projects — это программное обеспечение для успешней работы над маркетинговыми и креативными проектами онлайн
- [Отчеты](https://birdviewpsa.com/ru/project-reports/): Используйте встроенный генератором отчетов,чтобы быстро выводить нужные метрики. Экспортируйте отчеты Easy Projects в PDF-документ и Excel-таблицу для просмотра и редактуры на устройстве, которое не подключено к Интернету
- [Командная работа](https://birdviewpsa.com/ru/project-collaboration/): Программное обеспечение для совместной работы над проектами Easy Projects позволяет руководителям проектов, командам и клиентам из разных точек мира сотрудничать в режиме реального времени
- [Календарь](https://birdviewpsa.com/ru/project-calendar/): Следите за сроками, нагрузкой и отпусками с помощью онлайн календаря Easy Projects
- [Мобильные приложения](https://birdviewpsa.com/ru/mobile-apps/): Управляйте проектами вне офиса с помощью мобильных приложений Easy Projects для Android и iOS
- [Связаться с нами](https://birdviewpsa.com/ru/contact/): Свяжитесь с нами по почте или телефону и мы ответим на вопросы по системе управления. Звонок бесплатный +1 888 261 9878
- [Консалтинг и Профессиональные услуги](https://birdviewpsa.com/ru/professional-services-organizations/): Почувствуйте комфорт и пользу с бесплатным клиентским доступом, ресурсным планированием и общением без границ
- [Входящие запросы и формы](https://birdviewpsa.com/ru/project-management-forms/): Экономьте время в работе с пользовательскими формами: конвертируйте данные в задачи одним щелчком мыши
- [Уведомления](https://birdviewpsa.com/ru/e-mail-notifications-keep-you-updated/): Будьте в курсе любых изменений на проекте с помощью уникальных правил нотификации
- [Команды по управлению проектами](https://birdviewpsa.com/ru/project-management-teams/): Сдавайте проекты в срок и в бюджет с помощью системы управления проектами. Информируйте заинтересованные стороны, вдохновляйте членов команды
- [Уровни доступа и безопасность](https://birdviewpsa.com/ru/controled-access-with-user-roles/): Узнайте, как решить проблемы безопасности и предоставить доступ к проекту ограниченному кругу лиц с Easy Projects
- [Стоимость](https://birdviewpsa.com/ru/hosted-pricing-page/): Easy Projects ведет гибкую ценовую политику для программного обеспечения по управлению проектами онлайн. Приобретайте тот функционал, который будет отвечать вашим нуждам
- [Управление проектами в инженерном деле](https://birdviewpsa.com/ru/project-management-software-for-engineering/): Планируйте проект с помощью интерактивной диаграммы Гантта, рассчитывайте прибыль и выручку в режиме реального времени
- [Управление IT-проектами и разработкой ПО](https://birdviewpsa.com/ru/it-project-management-software/): Эффективнее управляйте IT-проектами с помощью пользовательских форм, поддержки версионности и удобного обмена файлами
- [Управление проектами](https://birdviewpsa.com/ru/project-management-tools/): Полный набор онлайн инструментов по управлению проектами от Easy Projects. Здесь вы найдете все необходимое для сдачи проекта в срок и в бюджет
- [Управление финансами](https://birdviewpsa.com/ru/project-management-budgeting/): Планируйте и следите за фактическими расходами, которые формируют статьи бюджета и оценочную внутреннюю стоимость проекта. Используйте для расчетов любую валюту
- [Требования](https://birdviewpsa.com/ru/requirements/): Для установки и работы Easy Projects ваша система должна отвечать определенным требованиям. Эти требования зависят от типа установки: SaaS или In-house.
- [Управление задачами](https://birdviewpsa.com/ru/task-management-software/): Узнайте об эффективном программном обеспечении для управления проектами и задачами. Читайте подробнее на нашем сайте.
- [Учет времени](https://birdviewpsa.com/ru/project-time-tracking/): Отслеживайте время своей команды с помощью Easy Projects. Теперь дополнительные решений для отслеживания времени не нужны. Таймер встроен прямо в систему
- [Веб-дизайн и управление проектами](https://birdviewpsa.com/ru/web-design-project-management/): Будьте адаптивным, согласуйте проекты без очных встреч, контролируйте нагрузку
- [Главная](https://birdviewpsa.com/ru/): Простая платформа для совместной работы, которая заменит вам Excel и электронную почту. Мы помогаем внедрить систему и обучить сотрудников
- [Гостевой/клиентский портал](https://birdviewpsa.com/ru/client-portal-for-your-customers/): Увеличьте доверие клиентов — предоставьте третьей стороне возможность контролировать ход работ через бесплатный гостевой портал
- [Диаграмма Гантта](https://birdviewpsa.com/ru/gantt-chart-software/): С интерактивной диаграммой Гантта планировать проект и оценить его выполнение становиться просто. Подробнее графическом представлении проектов читайте на нашем сайте.
- [Интеграция](https://birdviewpsa.com/ru/integrations/): Узнайте, как Easy Projects легко интегрируется со многими другими приложениями, включая MS Project, MS Outlook, QuickBooks и другими классическими приложениями с помощью RESTful API
- [Бизнес-аналитика](https://birdviewpsa.com/ru/project-management-business-intelligence/): Пакет Easy Projects Business Intelligence помогает менеджерам и руководителям проектов анализировать большие объемы данных.
- [Home page](https://birdviewpsa.com/): Birdview PSA is an end-to-end Project Management and Professional Services Automation platform for managing projects, resources, and finances
- [Project Portfolio Management Software](https://birdviewpsa.com/software/project-portfolio-management-software/): Leverage our PPM tools to help your team better view and manage every aspect of your organization's projects.
- [Geis Hospitality Increased Task Completion by 75%](https://birdviewpsa.com/client-case-studies/geis-hospitality-group/): Find out how Birdview PSA helped Geis Hospitality Group keep track of tasks and bring them to completion.
- [Project Management Mobile Apps](https://birdviewpsa.com/software/mobile-apps/): Use our iOS and Android project management mobile apps to manage your project on-the-go, whenever and wherever you want.
- [The Transitions Team Communicates and Works Faster](https://birdviewpsa.com/client-case-studies/transitions-optical/): The international Transitions Optical team used Birdview PSA tools to improve communication within departments and finally put all the data in one place
- [The Manpower Team Improved Processes using Birdview PSA](https://birdviewpsa.com/client-case-studies/manpowergroup/): Discover how the marketing, creative and digital departments communicate and work efficiently with Birdview PSA.
- [Concordia University Saves 24,000+ Hours Yearly](https://birdviewpsa.com/client-case-studies/concordia-university/): Discover how Concordia University's marketing department got rid of paper and stepped into a new era of project management after adopting Birdview PSA.
- [ZPS Gains Visibility into Organization's Data for Informed Decision-Making](https://birdviewpsa.com/client-case-studies/zenith-performance-solutions/): Birdview PSA helped Zenith Performance Solutions find a solution to all the problems with tracking time and invoicing
- [Project Management Assessment](https://birdviewpsa.com/assessment/): Online Project management software tool for managing & tracking projects & tasks online. Easy Projects makes project management & team collaboration straigh
- [CyberMark Significantly Improves Customer Experience](https://birdviewpsa.com/client-case-studies/client-case-studiescybermark-inc/): Discover how CyberMark improved its customer experience, optimized time spent on task setting, and improved reporting using Birdview PSA.
- [Product Updates](https://birdviewpsa.com/company/change-log/): The online project management software change log includes all changes made to the application.
- [Resource Loading Simulation - "What if..." Scenarios](https://birdviewpsa.com/resource-loading-simulation-scenarios/): Online Project management software tool for managing & tracking projects & tasks online. Easy Projects makes project management & team collaboration straigh
- [Affiliate Program Registration](https://birdviewpsa.com/company/affiliate-program-registration/): Online Project management software tool for managing & tracking projects & tasks online. Easy Projects makes project management ...
- [No Spam Policy](https://birdviewpsa.com/company/spam-policy/): 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.
- [Affiliate Program Terms and Conditions](https://birdviewpsa.com/company/affiliate-terms/): By filling out the signup form, and upon acceptance, you will become an affiliate and are bound by the terms of this agreement.
- [Join Our Partner Program](https://birdviewpsa.com/company/partner-program/): Birdview PSA affiliate program offers you the opportunity to earn 15% on sales referred by you for the lifetime of the client
- [Lowes Food Keeps Track of its Projects and Saves Money](https://birdviewpsa.com/client-case-studies/lowes-foods/): Learn how Lowes Food managed to keep track of their projects and provide guest permissions with the Birdview PSA project management solution.
- [Schedule Your Free Demo](https://birdviewpsa.com/request-personal-demo/): Experience first-hand how thousands of teams of all sizes have improved their project management, resource utilization, and project outcomes with Birdview.
- [Project scheduling software](https://birdviewpsa.com/software/project-scheduling/): Reinforced with a multiple dependency feature, critical path method and many other useful tools, Easy Projects allows schedule projects seamlessly.
- [Manufacturing project management software](https://birdviewpsa.com/solutions/manufacturing-project-management/): Streamline manufacturing project management, from production orders to scheduling complex projects with Birdview
- [Birdview PSA Service Status](https://birdviewpsa.com/status/): Timetable of scheduled maintenance work and update installation. Accidental and intentional outages making server restart necessary are listed, too.
- [Plans & Pricing - Additional Storage space](https://birdviewpsa.com/company/hosting-space/): 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.
- [Trial Extension](https://birdviewpsa.com/trial-extension/): The page contains a form to be filed in in order to request a 23 day trial extension if you feel you need additional days to evaluate the product.
- [Try It! - Self Install Download](https://birdviewpsa.com/download-redirect/): Easy Projects is a breakthrough web-based project management suite fitted with an arsenal of project management and task planning tools. Looking for a hassle-free helper in your project management? Easy Projects has every project management tool you .
- [Spicers Introduces Efficient Global Project and Team Management](https://birdviewpsa.com/client-case-studies/paperlinx-canada/): Discover how the Spicers team organized end-to-end seamless communication and get 24/7 access to its team’s work with Birdview PSA.
- [Farner-Bocken Runs 100+ Projects Simultaneously](https://birdviewpsa.com/client-case-studies/farner-bocken-company/): Discover how creating and assigning tasks have become much easier when Farner-Bocken started using Birdview PSA for their project and task management needs.
- [Greenpeace Digitize Project and Financial Management](https://birdviewpsa.com/client-case-studies/greenpeace-mediterranean/): Learn how the Greenpeace Mediterranean office founded a perfect tool to digitize their project and financial management and successfully completed critical projects on schedule.
- [Sanford Health Manages 200+ Projects Simultaneously](https://birdviewpsa.com/client-case-studies/sanford-health/): Sanford Health's IT department has implemented and is successfully using a new project management tool. They optimize and customize everything to their needs
- [Toromont Creates Reports 5 Times Faster](https://birdviewpsa.com/client-case-studies/toromont-industries-ltd-information-technology/): Discover how Birdview PSA helped Toromont Industries save time and increased the accuracy of the company’s reporting and tracking processes.
- [ICOM Puts in Order Multiple Requests and Projects](https://birdviewpsa.com/client-case-studies/icom-information-communications/): Find out how ICOM reduced manual work and now easily manages multiple incoming requests thanks to Birdview PSA.
- [Improved Resource Management for a Web Development Company](https://birdviewpsa.com/client-case-studies/cronus-consultancy-limited/): 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.
- [Interactive Palette Inc. Sets up Simple Billing Using Birdview](https://birdviewpsa.com/client-case-studies/interactive-palette-inc/): 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.
- [Implementing Birdview PSA across Non-Tech Users](https://birdviewpsa.com/client-case-studies/cl-resources-inc/): 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.
- [Saving 50+ Hours per Staff Member per Year with Birdview](https://birdviewpsa.com/client-case-studies/sheer-vision-technologies-inc/): 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.
- [Saving Managers’ Time and Effort with Birdview PSA](https://birdviewpsa.com/client-case-studies/digitalus-ltd/): 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.
- [Saving 50% of the Time Needed for Project Management](https://birdviewpsa.com/client-case-studies/international-legal-counsels/): 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.
- [How a Medical Software Company Improved Project Work](https://birdviewpsa.com/client-case-studies/med-link-computer-sciences/): Find out how Birdview PSA helps Medlink speed up key business processes and operations and saves a full day of labor every month.
- [All Clients Testimonials](https://birdviewpsa.com/all-client-testimonials/): Read and enjoy what people have to say about Birdview PSA. Fun and enlightening. Honest opinions of our dedicated users - get a piece of truth about EP !
- [Requirements](https://birdviewpsa.com/company/requirements/): To install and use Easy Projects you will need to meet installation requirements. These differ for two installation options available : SaaS or In-house.
- [Client Case Studies](https://birdviewpsa.com/client-case-studies/): Read some exciting and helping-to-learn-more stories by our clients who love Birdview PSA for what it really is: a reliable and easy-to-use software tool.
- [Website Design Project Management Software](https://birdviewpsa.com/solutions/web-design-project-management/): 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.
- [Project Management with Excel versus Birdview PSA](https://birdviewpsa.com/alternatives/excel-alternative/): Birdview PSA is an adaptable, enterprise-ready work management platform designed for teams who have outgrown their current tools like Microsoft Excel.
- [Basecamp Alternative for Project Managers](https://birdviewpsa.com/alternatives/basecamp-alternative/): Sometimes you need more than Basecamp can offer. Birdview PSA is one of the best alternatives to Basecamp worth trying, find out why on our website
- [Birdview PSA Helps Achieve Better Project Management in Higher Education](https://birdviewpsa.com/solutions/higher-education-project-management-software/): Birdview PSA makes managing your higher education projects a breeze with its Resource Management, online collaboration, time tracking and customer modules
- [Telecom Project Management Software](https://birdviewpsa.com/solutions/telecom-project-management-software/): Web-based telecom Project Management Software. Birdview PSA is a project management system that has all tools for the telecom and mobile industries.
- [How to Start and Finish a ‘No-Fail’ Project: Part V – Objective Project Status Report](https://birdviewpsa.com/project-status-report/): Download free whitepaper on how to receive honest and objective status report to ensure your project doesn't run out of time or budget
- [How to Start and Finish a ‘No-Fail’ Project: Part IV – Dealing with Changing Requirements](https://birdviewpsa.com/dealing-with-changing-requirements/): Download free whitepaper on how to deal with changing requirements and scope creep to ensure your project doesn't run out of time or budget
- [How to Start and Finish a ‘No-Fail’ Project: Part III – Planning for Success](https://birdviewpsa.com/how-to-start-and-finish-a-no-fail-project-part-iii-planning-for-success/): Download free whitepaper on how to properly create project plans to ensure your project doesn't run out of time or budget and all stakeholders are happy
- [How to Start and Finish a ‘No-Fail’ Project: Part II – Improving Team Communication](https://birdviewpsa.com/how-to-start-and-finish-a-no-fail-project-part-ii-improving-team-communication/): Download free whitepaper on how to improve team communication to ensure your project doesn't run out of time or budget and all stakeholders are happy
- [How to Start and Finish a ‘No-Fail’ Project: Part I – Fighting Internal Resistance](https://birdviewpsa.com/how-to-start-and-finish-a-no-fail-project-part-i-fighting-internal-resistance/): Download free whitepaper on how to fight internal resistance to new project management tools to ensure your project doesn't run out of time or budget
- [Terms and Conditions for Logic Software Inc. dba Birdview PSA](https://birdviewpsa.com/company/hosting-agreement/): 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.
- [Project Management Software (Dutch)](https://birdviewpsa.com/project-management-software-dutch/): Easy Projects is een cloudgebaseerde projectbeheer software die het gemakkelijk maakt om het werk van een hele organisatie te organiseren.
- [Software de Administración de Proyectos](https://birdviewpsa.com/software_de_administracion_de_proyectos/): Easy Projects es un software de Administración de Proyectos con almacenamiento basado en la nube.
- [Infographics: Project Management Challenges and Complaints](https://birdviewpsa.com/project-management-challenges/): This infographics illustrates biggest project management challenges and complaints across multiple industries based on a 2,000+ responders survey
- [Project Management Software for Architecture](https://birdviewpsa.com/solutions/project-management-software-for-architects/): Take control of your architectural projects by planning projects, resources, and budgets, mitigating risks, and elevating client satisfaction
- [Construction Project Management Software](https://birdviewpsa.com/solutions/construction-project-management-software/): Improve your construction team’s productivity, budget tracking, scheduling and ability to communicate from anywhere with Birdview PSA
- [Project Management Software in Advertising](https://birdviewpsa.com/solutions/project-management-software-for-advertising-agencies/): Power up your client’s campaigns with the Birdview PSA solution for advertising agencies.
- [Projekt-Managament-Software](https://birdviewpsa.com/projekt-managament-software/): Easy Projects ist ein fortschrittliches Projektmanagementsystem für interne Projekte und Dienstleistungsunternehmen.
- [Custom Project Management Forms](https://birdviewpsa.com/software/project-management-forms/): Learn how Birdview PSA can help your organization streamline incoming request management processes with custom forms
- [Collaboration Software](https://birdviewpsa.com/software-collaboration/): Online Project management software tool for managing & tracking projects & tasks online. Easy Projects makes project management & team collaboration straigh
- [QA Engineer](https://birdviewpsa.com/qa/): Online Project management software tool for managing & tracking projects & tasks online. Easy Projects makes project management & team collaboration straigh
- [Project Management Software for Engineering](https://birdviewpsa.com/solutions/project-management-software-for-engineering/): Birdview PSA is a powerful PSA software built to manage engineering projects. Plan, track, and deliver complex projects and invoice your clients
- [Newsletter Confirmation](https://birdviewpsa.com/confirm/): Online Project management software tool for managing & tracking projects & tasks online. Easy Projects makes project management & team collaboration straigh
- [Feedback Survey](https://birdviewpsa.com/feedback-survey/): Fill out the feedback form in Easy Projects software to help us make your work more efficient and easier.
- [Project Templates](https://birdviewpsa.com/download-templates/): 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.
- [Microsoft Project Alternative](https://birdviewpsa.com/alternatives/microsoft-project-alternative/): We offer a powerful online alternative to MS Project that maintains its value. Find out why Birdview PSA is the best alternative to Microsoft Project.
- [Tutorials](https://birdviewpsa.com/tutorial/): Tutorials on how to create projects, tasks, assign users, use Gantt chart, manage resources, schedule events on calendar, import projects from CSV and more
- [Contact Us](https://birdviewpsa.com/company/contact/): We`re glad to answer your questions about Birdview PSA professional services automation software! Call us toll-free at +1 888 261 9878
- [Security and Data Center](https://birdviewpsa.com/company/enterprise-security/): Our data center is top level security and fire proof ISO/IEC 27001:2005 certified facility. with all top-notch features of first-class data centers.
- [Satisfaction Guarantee Policy](https://birdviewpsa.com/company/satisfaction-guarantee-policy/): We care about our customers and their satisfaction is our priority. Read our satisfaction guarantee policy including 30 day money back guarantee.
- [About Us](https://birdviewpsa.com/company/about/): Learn more about the Birdview PSA expertise, vision, and our talented team. Explore more on our full-cycle professional services automation platform.
- [Careers](https://birdviewpsa.com/company/careers/): Join Birdview PSA team to help us with our mission is to replace the mess of spreadsheets, emails, and whiteboards with a simple workspace for everyone to collaborate together.
- [Integrations](https://birdviewpsa.com/integrations/): Learn how Birdview PSA easily integrates with many other applications, including MS Project, MS Outlook, QuickBooks, etc., and its RESTful-based API.
- [Project Reports](https://birdviewpsa.com/software/project-reports/): Generate pre-built and customizable project status and progress reports to see your organization’s performance.
- [Gantt Chart](https://birdviewpsa.com/software/gantt-chart-software/): Use an online interactive Gantt Chart to bring visual planning to the forefront. View how your projects are performing and update the entire project plan in seconds.
- [Time Tracking](https://birdviewpsa.com/project-time-tracking/): Track time of your team right with Easy Projects! No need for extra time tracking solutions. Web-based timer, and project based interface.
- [Calendar](https://birdviewpsa.com/project-calendar/): Easy Projects offers a fully functional, versatile, personal and team project calendar for enhanced time management online.
- [Permissions & Security](https://birdviewpsa.com/software/secure-project-management/): Birdview PSA secure project management software provides Enterprise-grade security. We offer encryption, cloud storage, robust user permissions, backups, and more...
- [Project Management Guest/Client Portal](https://birdviewpsa.com/software/client-portal-for-your-customers/): Help your clients keep tabs on work done for them with Birdview PSA using our free project management client portal
- [Team Collaboration](https://birdviewpsa.com/software/project-collaboration/): Collaborative project management software for managers, teams, and customers to work together efficiently. Real-time notifications, comments, file sharing, and feedback.
- [Project Resource Planning](https://birdviewpsa.com/software/resource-planning-software/): Elevate your strategic resource management with Birdview PSA. Plan projects, allocate resources, and optimize workloads for your team's success.
- [Project Management Tools](https://birdviewpsa.com/software/project-management-tools/): Rated Easiest to Use collaborative project management tool for planning and managing your projects, tasks, resources, timelines, and budgets.
- [Project Management Dashboard](https://birdviewpsa.com/software/project-dashboard/): Handle your project performance data in real time with project dashboards. Get instant access to KPIs and track project progress to identify and prevent risks.
- [ROI Calculator](https://birdviewpsa.com/roi-calculator/): Please use the table below to calculate the estimated savings and ROI that your organization can gain by implementing Easy Projects
## Posts
- [Billable utilization: Increase profits with the right strategy & tools](https://birdviewpsa.com/blog/billable-utilization/): Teams leaving money on the table? Discover how firms can use smarter billable utilization strategies to boost margins—before your revenue hits a ceiling.
- [How to prevent & fix schedule slippage in projects?](https://birdviewpsa.com/blog/schedule-slippage/): Schedule slippage killing your momentum? Learn how top teams tackle delays fast—before missed deadlines wreck your delivery pipeline.
- [Engineering resource planning with limited resources: strategies and examples](https://birdviewpsa.com/blog/4-ways-easy-projects-can-help-engineering-project-managers-allocate-limited-resources/): Engineering resource planning means strategically managing people, tools, and budgets to ensure engineering projects are delivered on time and within scope.
- [6 best project management software for EU businesses](https://birdviewpsa.com/blog/best-project-management-software-for-eu-businesses/): Top project management software outside the USA for European companies: 1. Birdview PSA; 2. Scoro; 3. MeisterTask; 4. HanzeDocs; 5. Teamwork; 6. OpenProject
- [What is sales project management? Best practices & tips for professional services](https://birdviewpsa.com/blog/sales-team-can-help-project-management-team/): Sales Project Management combines project management with sales. It keeps goals clear, teams aligned, and progress on track from planning to execution.
- [What is a PMO? Roles, responsibilities, types & benefits explained](https://birdviewpsa.com/blog/project-management-office-guide/): A project management office (PMO) is a team or department that defines and maintains project management standards across an organization.
- [9 best engineering project management software in 2025](https://birdviewpsa.com/blog/best-engineering-project-management-software/): Discover the Top Tools for Engineering: 1. Birdview PSA – End-to-End Solution for Engineers 2. Procore 3. Primavera P6 4. JIRA Software 5. Microsoft Project 6. Planview 7.Wrike 8. Asta Powerproject 9. GanttPRO
- [What is business intelligence in project management?](https://birdviewpsa.com/blog/business-intelligence-project-management/): Still managing projects blind? Discover how smart firms use business intelligence to make sharper calls—before you're the last to catch on.
- [Project visibility for professional services: From planning to execution](https://birdviewpsa.com/blog/project-visibility/): Missing out on consistent project visibility? Discover how professional service firms can move from chaos to clarity—before your competitors leave you behind.
- [Invoicing is now officially released for Birdview PSA plans](https://birdviewpsa.com/blog/invoicing-official-release/): After a successful period in Feature labs, Invoicing is now a fully supported part of the platform and is available exclusively to Birdview PSA Team and Birdview PSA Enterprise plans.
- [Professional services billing: How to bill for professional services projects?](https://birdviewpsa.com/blog/professional-services-billing/): Tired of billing delays and awkward client calls? Others are getting paid faster—why not you? Professional services billing doesn’t have to be messy.
- [Client onboarding best practices, strategies, & mistakes: Stop losing clients today!](https://birdviewpsa.com/blog/client-onboarding-best-practices/): Onboarding is your first chance to show real value—and when done right, it sets the tone for a strong, long-term client relationship.
- [Export invoices from Birdview PSA to QuickBooks](https://birdviewpsa.com/blog/export-invoices-from-birdview-psa-to-quickbooks/): With our latest update to QuickBooks integration, you can now export invoices created in Birdview PSA directly into QuickBooks.
- [Birdview makes the 2025 Capterra shortlist for Project Portfolio Management Software](https://birdviewpsa.com/blog/birdview-2025-capterra-shortlist-for-project-portfolio-management-software/): See why Birdview was named one of the top project portfolio management tools by Capterra in 2025—based on real user feedback and performance.
- [Top 5+ professional services billing solutions in 2025 - Automate, Track, and Grow](https://birdviewpsa.com/blog/professional-services-billing-solutions/): Tired of chasing invoices? Discover professional services billing solutions! A way to simplify payments, save time, and keep revenue flowing.
- [Top 30+ AI project management tools in 2025](https://birdviewpsa.com/blog/project-management-ai-tools/): Start using AI-powered project management tools to stay organized and avoid chaos. The right choice saves time and effort. Check out 30+ top AI tools now!
- [Best resource management software made in Canada (2025)](https://birdviewpsa.com/blog/best-resource-management-software-canada/): Top Canadian resource management solutions: 1. Birdview PSA - project and resource management for professional services; 2. Replicon; 3. 7shifts; 4. SkyHive; 5. Folks HR.
- [Best Professional Services Automation software made in Canada 2025](https://birdviewpsa.com/blog/best-professional-services-automation-software-canada/): Top Canadian PSA tools: 1. Birdview PSA - end-to-end professional services automation software; 2. Replicon; 3.OneDesk; 4. Clio; 5. Promys; 6. Cerri Project
- [6 best Project Management Software made in Canada (2025)](https://birdviewpsa.com/blog/best-project-management-software-canada/): Top Canadian project management software: Birdview PSA - project management and PSA software, Function Point, AceProject, Traqspera, CMiC, Nutcache
- [Timesheet automation professional services: 2025 solution](https://birdviewpsa.com/blog/timesheet-automation-professional-services/): Professional service firms spend too much time stuck in manual tracking—hours lost to errors, delays, and inefficiencies. Timesheet automation changes that. Automate now and focus on real work.
- [Workforce capacity planning for SMBs: 7-step process](https://birdviewpsa.com/blog/workforce-capacity-planning/): Workforce capacity planning for SMBs doesn’t have to be chaotic. Tackle workload gaps and avoid last-minute hiring struggles with this 7-step process.
- [10 Best Billing Software for Consultants in 2025](https://birdviewpsa.com/blog/best-invoicing-software/): Top Tools for Consultant Invoicing and Billing 1. Birdview PSA – End-to-end PSA Software 2. FreshBooks 3. QuickBooks Online 4. Xero 5. Zoho Invoice 6. Bonsai 7. Harvest 8. Wave 9. Bill.com 10. Paymo
- [IT capacity management & planning: Improve IT performance](https://birdviewpsa.com/blog/it-capacity-management/): IT capacity management & planning sets the stage for reliable systems. Tired of unexpected slowdowns? Find practical fixes that restore stability.
- [Top software solutions made in Canada (2025)](https://birdviewpsa.com/blog/top-software-companies-in-canada/): Top software solutions in Canada: Birdview PSA – Project Management Software; FreshBooks – Accounting software; Shopify – E-commerce platform; Vendasta – CRM software; Dayforce – HR software.
- [Capacity utilization: Formula, types, & tools](https://birdviewpsa.com/blog/capacity-utilization/): Are you struggling to meet demands or wasting resources? Capacity Utilization is the solution. Learn how to calculate, identify types, and use the right tools to maximize output. Don't miss opportunities!
- [30-60-90 day plan for new managers in professional services](https://birdviewpsa.com/blog/30-60-90-day-plan-for-new-managers-in-professional-services/): Here’s a practical leadership 30-60-90 day plan for new managers to help you transition smoothly, gain quick wins, and align your team with strategic goals.
- [Onboarding vs. implementation: why both matter?](https://birdviewpsa.com/blog/onboarding-vs-implementation-why-both-matter/): Companies that excel at both onboarding and implementation ensure long-term client satisfaction. But how do they differ, and why are both essential?
- [Profit margins in time-and-material vs fixed-fee contracts](https://birdviewpsa.com/blog/profit-margins-in-time-and-material-vs-fixed-fee-contracts/): Discover how you can take control of your profit margins and turn those challenges into opportunities if you have the right tools and choose the right approach.
- [Capacity requirement planning (CRP): Process, tools, & types](https://birdviewpsa.com/blog/capacity-requirement-planning/): Capacity requirement planning (CRP) helps allocate resources accurately. Discover its process, tools, and types to streamline your operations.
- [Birdview PSA is recognized as a Top Professional Services Automation Software of 2025 by Software Advice](https://birdviewpsa.com/blog/birdview-psa-is-recognized-as-a-top-professional-services-automation-software-of-2025-by-software-advice/): Birdview PSA was particularly highlighted for its excellence in customer service, earning the highest rating in this category among the most popular PSA applications.
- [Capacity management: Planning, process, & solutions](https://birdviewpsa.com/blog/capacity-management/): Want to improve your capacity management? Learn about the planning process and solutions to help your business meet client demands and future challenges.
- [What is utilization rate? How to track & calculate](https://birdviewpsa.com/blog/utilization-rate/): What is utilization rate? Discover how to track and calculate it to improve your team's productivity and project profitability without overloading resources.
- [How to approach IT resource management: Practical step-by-step guide](https://birdviewpsa.com/blog/it-resource-management/): How to approach IT resource management with a practical guide to reduce chaos, boost productivity, and turn your team into a powerhouse.
- [What are project management consultant tasks and how to schedule them?](https://birdviewpsa.com/blog/project-management-consultant-tasks/): What are project management consultant tasks? Solve scheduling chaos and take control with a clear approach that drives project success.
- [How to build a resource management plan?](https://birdviewpsa.com/blog/resource-management-plan/): Are you frustrated with messy project resources? Build a clear resource management plan today and experience smooth execution.
- [Professional services trends in 2025: What you need to know](https://birdviewpsa.com/blog/professional-services-trends/): Professional services trends in 2025 are reshaping how businesses grow. Struggling to stay ahead? Discover the changes and stay on top of the competition.
- [Best apps for consultants: simplify, save time, and increase revenue](https://birdviewpsa.com/blog/best-apps-for-consultants/): Tired of managing tasks manually? Explore the best apps for consultants to simplify workflows, save hours daily, and grow revenue.
- [Introducing Invoicing for Birdview](https://birdviewpsa.com/blog/introducing-invoicing-for-birdview/): We’re excited to announce the release of Invoicing in Birdview aimed at streamlining your project billing process directly within the platform.
- [ClickUp alternatives: top picks in 2025](https://birdviewpsa.com/blog/clickup-alternatives/): What are the best ClickUp alternatives? Explore the reasons you might consider looking for alternatives.
- [The best IT project management software for team collaboration in 2025](https://birdviewpsa.com/blog/best-it-project-management-software/): Explore top IT project management tools that will elevate your projects, streamline workflows, and drive success to your IT service business.
- [Best Consulting Project Management Software: 2025 Picks](https://birdviewpsa.com/blog/consulting-project-management-software/): Explore the best consulting project management software to streamline your workflows, manage clients, and deliver organized service.
- [13 top customer success software 2025](https://birdviewpsa.com/blog/top-customer-success-software/): We’ll explore what customer success software is and what the best customer success tools there are for you to find the right solution for your team.
- [Resource underutilization: how to identify skills underutilized or overutilized?](https://birdviewpsa.com/blog/resource-underutilization/): Is resource underutilization hurting your business? Uncover the hidden causes and learn powerful strategies to optimize your resources today!
- [ERP vs PSA: why professional services need more than just ERP](https://birdviewpsa.com/blog/why-professional-services-need-more-than-erp/): The Limitations of ERP for Managing Professional Services. 1. ERP has insufficient capabilities for professional services. 2.The ERP system is not designed to manage customer projects and resources
- [What is a resource allocator? Resource allocator role, responsibilities, and best practices](https://birdviewpsa.com/blog/resource-allocator/): What is a Resource Allocator? Learn the role, key responsibilities, and best practices to improve resource management and drive business success.
- [Top 14 Monday alternatives 2025](https://birdviewpsa.com/blog/top-monday-alternatives/): Let’s dig into why it might be time for a change and what top Monday.com alternatives are worth considering.
- [Top 12 Smartsheet alternatives 2025](https://birdviewpsa.com/blog/top-smartsheet-alternatives/): We’ll walk you through the top Smartheet alternatives and their features to help you find the best fit for your project management style.
- [What is a cross-functional team, and how PSA software can help manage it better](https://birdviewpsa.com/blog/what-is-a-cross-functional-team/): We will explain what a cross-functional team is, what challenges it brings alone, and how PSA software helps to tackle them effectively.
- [What is cost overrun? How to prevent it in your projects](https://birdviewpsa.com/blog/cost-overrun-how-to-prevent-it/): In this article, we dive into the concept of cost overrun, what the root causes are, and how to overcome and prevent cost using tools such as Birdview PSA.
- [Top 12 Teamwork alternatives 2025](https://birdviewpsa.com/blog/top-teamwork-alternatives/): Take a look at the top 12 Teamwork alternatives, their key features, and user reviews to give you as much information as possible before you make the final choice.
- [Birdview successfully completes SOC 2 Type II audit](https://birdviewpsa.com/blog/birdview-completes-soc-2-type-ii-audit/): This milestone demonstrates Birdview’s commitment to maintaining the highest standards of data security, privacy, and operational excellence for our customers.
- [10 best project management software with client portal 2025](https://birdviewpsa.com/blog/best-project-management-software-with-client-portal/): We’ll explore 10 of the best project management software with client portal so you can improve collaboration, save time, and keep everyone on the same page.
- [Top 18 Microsoft Project alternatives](https://birdviewpsa.com/blog/top-ms-project-alternatives/): In this article, we’ll look at 18 top Microsoft Project alternatives that can help you streamline your workflow, improve team collaboration, and take your project management to the next level.
- [Capacity forecasting: how do you forecast your team’s capacity?](https://birdviewpsa.com/blog/capacity-forecasting/): Capacity forecasting estimates future workloads and identifies the resources needed to meet anticipated demand within an organization.
- [Celebrating Birdview’s 20th Anniversary: a journey of growth and partnership](https://birdviewpsa.com/blog/celebrating-birdviews-20th-anniversary/): This year, Birdview is celebrating a special milestone—20 years of helping teams around the world work better together. Join the celebration!
- [Workflow management: benefits and best practices](https://birdviewpsa.com/blog/workflow-management-benefits-and-best-practices/): In this article, we will highlight the significant benefits of implementing robust workflow management practices and identify common challenges that businesses face.
- [Client project management: 9 tips and tricks to follow](https://birdviewpsa.com/blog/client-projects-definition-and-best-management-practices/): Client project management should ensure easy communication, best use of resources, and on-time delivery. Explore key stages of the client project lifecycle
- [CRM & PSA integration to improve workflow and client management](https://birdviewpsa.com/blog/crm-psa-integrating/): This article explores how PSA and CRM integration work, the key benefits, and best practices for a successful implementation.
- [Enhancing traditional workload management with strategic resource planning](https://birdviewpsa.com/blog/enhancing-traditional-workload-management/): This guide explores how combining strategic resource planning with traditional workload management boosts efficiency, adaptability & project success
- [Birdview earned Best Project Management Software recognition from Research.com](https://birdviewpsa.com/blog/birdview-earned-best-project-management-software-recognition-from-research-com/): Discover why Birdview’s inclusion in Research.com’s list is a huge feat.
- [How PSA improves financial management and forecasting](https://birdviewpsa.com/blog/how-psa-improves-financial-management-and-forecasting/): This article will walk you through how PSA can transform your financial management and forecasting, making it easier for you to manage your business efficiently.
- [Budgeting and financial management in professional services](https://birdviewpsa.com/blog/financial-management-in-professional-services/): Budgeting and financial management in professional services refers to the process of planning, allocating, and monitoring financial resources
- [Responsibility Assignment Matrix (RAM): definition, template, and examples](https://birdviewpsa.com/blog/responsibility-assignment-matrix/): What is a responsibility assignment matrix (RAM)? See how RAM can help you overcome confusion, improve team collaboration, and keep your projects on track from start to finish.
- [Top marketing resource management software 2025](https://birdviewpsa.com/blog/top-marketing-resource-management-software/): What is the best resource management software in 2025? 1. Birdview 2. SproutLoud 3. Monday 4. Aprimo 5. Uptempo 5. Smartsheet 6. Lytho
- [Top project management software for architects 2025](https://birdviewpsa.com/blog/top-project-management-software-for-architects/): What is the best architecture project management software? 1. Birdview 2. BQE Core 3. Deltek Ajera 4. Newforma Project Center 5. Archicad 6. Bonsai
- [Client Onboarding Automation: Strategy and Benefits](https://birdviewpsa.com/blog/client-onboarding-process/): Client onboarding is guiding new clients through the initial stages of using a product or service. It’s an essential part of building a strong client relationship.
- [How to create a resource breakdown structure](https://birdviewpsa.com/blog/how-to-create-a-resource-breakdown-structure/): Discover everything you need to know about creating a Resource Breakdown Structure, its purpose to practical steps.
- [Top 10 risk identification techniques for successful project management](https://birdviewpsa.com/blog/top-10-risk-identification-techniques-in-project-management/): Explore the top risk identification techniques that can help you steer your project to success.
- [Best manufacturing project management software 2025](https://birdviewpsa.com/blog/best-manufacturing-project-management-software/): What is the best manufacturing project management software in 2025? 1. Birdview 2. ProductDossier PSA 3. Zoho Projects 4. MRPeasy 5. Oracle Manufacturing 6. Celoxis
- [Best work management software 2025](https://birdviewpsa.com/blog/best-work-management-software-2024/): What is the best work management software in 2025? 1. Birdview. 2. Monday 3. Planview 4. Workfront 5. Hive 6. Scoro
- [The Balanced Scorecard in project management: benefits and use cases](https://birdviewpsa.com/blog/balanced-scorecard/): This article explores the key components of the Balanced Scorecard, its benefits, and common implementation challenges
- [Managing resource constraints in project management: types, strategies, and tips](https://birdviewpsa.com/blog/managing-resource-constraints-in-project-management/): Explore the different types of resource constraints in project management and practical techniques and strategies to help you identify and address these constraints early.
- [Automating workflow processes with PSA: best practices and benefits](https://birdviewpsa.com/blog/automating-workflow-processes/): Discover how PSA tools can automate workflows, streamline operations, boost productivity, and learn best practices for PSA implementation.
- [Best task management software 2025](https://birdviewpsa.com/blog/best-task-management-software/): What is the best task management software of 2025? 1. Birdview, 2. Microsoft Planner, 3. GanttPRO, 4. Connecteam, 5. Quickbase, 6. Forecast
- [Managing cross-functional teams in organizations: best practices](https://birdviewpsa.com/blog/managing-cross-functional-teams/): Learn how to increase employee engagement, build management skills, using best practices for managing cross-functional teams effectively
- [Best workload management tools 2025](https://birdviewpsa.com/blog/best-workload-management-tools/): What are the best workload management tools of 2025? 1. Birdview, 2. Monday, 3. Asana, 4. Basecamp, 5. Airtable
- [Workload prioritization: steps and tips](https://birdviewpsa.com/blog/workload-prioritization/): Explore the workload prioritization process with us and uncover tips that will help you reduce stress, meet deadlines, and achieve your goals more efficiently.
- [Workload management: how to balance team workloads](https://birdviewpsa.com/blog/how-to-balance-team-workloads/): Reduce burnouts, improve efficiency, and hit deadlines by learning effective workload management strategies.
- [Project time tracking for consultants and professional services](https://birdviewpsa.com/blog/project-time-tracking-for-consultants-and-professional-services/): Explore the fundamentals of time tracking and see how Birdview’s project time tracking can be used by consultants and in professional services to optimize project management processes.
- [Workload management strategies: techniques and examples](https://birdviewpsa.com/blog/workload-management-strategies/): Discover five proven workload management strategies, complete with real-life examples to help you see how these techniques can be applied in practice.
- [Workload planning: a practical guide](https://birdviewpsa.com/blog/workload-planning-guide/): Get practical tips to help you implement workload planning efficiently within your organization.
- [Birdview recognized in G2's top 10 for project and portfolio management](https://birdviewpsa.com/blog/birdview-recognized-in-g2s-top-10/): Discover why G2 has recognized Birdview as one of the top 10 providers in the Project and Portfolio Management (PPM) category for Enterprise and Mid-Market sectors.
- [Resource Leveling and Resource Smoothing what is Differences](https://birdviewpsa.com/blog/resource-leveling-vs-resource-smoothing/): Masterfully combining resource leveling and resource smoothing ensures your team stays balanced, productive and prevents burnout.
- [Best enterprise collaboration tools 2025](https://birdviewpsa.com/blog/best-enterprise-collaboration-tools/): What are the best enterprise collaboration tools? Discover our list of enterprise collaboration platforms, key features to look for, and how to choose the best option for your large-scale projects.
- [Birdview is in the top 10 of Software Advice FrontRunners for Kanban Tools](https://birdviewpsa.com/blog/birdview-is-in-the-top-10-of-software-advice-frontrunners-for-kanban-tools/): Learn why Birdview has been ranked among the top 10 Kanban tools in the latest Software Advice FrontRunners for Kanban Tools report.
- [Resource smoothing (examples, benefits & how to apply)](https://birdviewpsa.com/blog/resource-smoothing/): Learn how resource smoothing balances resource usage by adjusting the schedule, ensuring efficiency while maintaining the project's end date.
- [Best project time tracking software 2025](https://birdviewpsa.com/blog/best-time-tracking-software/): What is the best project management software with time tracking? Discover top time tracking tools, their key features, and learn how to choose the best option for your team.
- [Resource leveling (definition and examples)](https://birdviewpsa.com/blog/what-is-resource-leveling/): Resource leveling balances resource demand with availability, ensuring deadlines are met and resources are used efficiently.
- [Resource capacity planning for project management - Guide 2025](https://birdviewpsa.com/blog/adefinitive-guide-to-resource-capacity-planning/): Best practices and strategies for resource capacity planning in project management. Forecast better demand and balance workloads.
- [Work breakdown structure (WBS) in project management](https://birdviewpsa.com/blog/work-breakdown-structure-wbs-in-project-management/): What is a WBS in project management? Discover key types and components of WBS, real-life examples, and how to create an effective WBS for your project.
- [Project resource management with Gantt charts - a how-to guide](https://birdviewpsa.com/blog/managing-resources-with-gantt-charts/): Here’s a concise guide on how to use Gantt charts for optimal resource management. Visualize timelines, allocate resources, and track progress in real-time.
- [12 best marketing project management tools 2025](https://birdviewpsa.com/blog/best-marketing-project-management-software/): Marketing project management software is a tool designed to help marketing teams plan, execute, and track their campaigns efficiently.
- [Capacity planning and resource planning: what is difference?](https://birdviewpsa.com/blog/capacity-and-resource-planning-what-is-different/): Discover how capacity planning ensures future resource availability while resource planning optimizes current allocation and scheduling.
- [Capacity Planning: The Ultimate Guide (2025)](https://birdviewpsa.com/blog/what-is-capacity-planning/): Capacity planning in professional services ensures timely and efficient resource use, avoiding both overuse and underuse. Benefits, Best Practices.
- [Best Gantt chart software 2025](https://birdviewpsa.com/blog/best-gantt-chart-software/): What is the best Gantt chart software? Learn how to choose an online Gantt chart tool for your project management team and what features it must have.
- [Best approval workflow software for creative and non-creative teams 2025](https://birdviewpsa.com/blog/best-approval-workflow-software/): Discover the five best approval workflow software tailored for creative and marketing teams and an additional five curated for non-creative industries to find the one that fits you best.
- [Project Proposal Automation Guide: Components, Process, Benefits & Tools](https://birdviewpsa.com/blog/project-proposal-automation-guide/): Harnessing the Power of Generative AI and Professional Services Automation to Automate Project Proposals. Process, Benefits & Tools.
- [Сommon Project Risks and How to Overcome Them - Ultimate Guide](https://birdviewpsa.com/blog/common-project-risks-and-how-to-overcome-them/): Discover common project risks across industries and learn strategies to identify, mitigate, and manage them for project success.
- [Approval workflow software: your guide to streamlined operations](https://birdviewpsa.com/blog/approval-workflow-software-guide/): Discover more about approval management software, its benefits, and features, and learn how to choose the best approval workflow software for your team.
- [Big update to Birdview's time management functionality](https://birdviewpsa.com/blog/time-management-updates/): Discover the latest enhancements to our time management functionality, designed to make your user experience smoother and more intuitive.
- [Project Dashboards: types, examples, and benefits](https://birdviewpsa.com/blog/project-dashboards-101/): Learn how to create an effective project dashboard purpose-built for your needs. Discover project dashboard examples, common mistakes in dashboards, and how to avoid them.
- [Project Management Challenges and How to Overcome Them](https://birdviewpsa.com/blog/project-management-challenges-how-to-solve-them/): Understanding project management challenges and implementing practical solutions is critical for any project manager striving for excellence.
- [Best project portfolio management software 2025](https://birdviewpsa.com/blog/best-project-portfolio-management-software/): What are the best PPM tools in 2025? 1. Birdview 2. Quickbase 3. Microsoft Project & Portfolio Management 4. Planview 5. Smartsheet
- [A complete guide to project monitoring: objectives, importance, techniques, and tools](https://birdviewpsa.com/blog/why-pm-software-is-the-best-solution-for-ceos-to-monitor-project-health-and-progress/): As a Project Manager, you are in charge of monitoring project health and progress. But how do you do this effectively?
- [What Is Change Management? Process, Stages, Strategies](https://birdviewpsa.com/blog/effective-change-management-process/): Discover how to execute successful change management in professional services firms, encompassing stages, strategies, and advantages.
- [Preparing for an effective project kickoff meeting](https://birdviewpsa.com/blog/preparing-for-an-effective-project-kickoff-meeting/): Discover how to plan, prepare, and lead an effective project kickoff meeting to keep your project team and client on the same page before the project starts.
- [All About Project Controls : Components, Strategies, Implementation](https://birdviewpsa.com/blog/what-are-project-controls-why-are-they-so-important-in-project-management-and-how-to-deal-with-them/): Project controls are the data gathering, and analytics used to predict, understand, and influence the time and cost outcomes of a project
- [Guide to project monitoring and control phase of project management](https://birdviewpsa.com/blog/project-monitoring-and-control/): Project Monitoring and Control is a key step in project management. It involves tracking progress, comparing it to the plan, and making needed changes.
- [Understanding the Deliverables of a Project](https://birdviewpsa.com/blog/how-to-define-project-deliverables/): The more defined the deliverables, the easier it is to forecast the timeline, budget, and scope. Let’s discuss the process of collecting and analyzing project deliverables.
- [Professional Services Resource Management - Ultimate Guide](https://birdviewpsa.com/blog/mastering-resource-planning-and-scheduling/): This guide explore the intricacies of resource management in professional services, equipping you with the knowledge and strategies needed to optimize resource utilization within your services organization.
- [Professional Services Automation Requirements or How to Choose the Right PSA Software](https://birdviewpsa.com/blog/how-to-select-the-right-software-for-your-service-delivery-business/): When choosing PSA software for a service business, prioritize resource management, project management, and financial oversight of projects.
- [7 Signs of Resource Management Problems and How to Solve Them](https://birdviewpsa.com/blog/from-blueprint-to-breakdown-7-signs-your-professional-services-firms-resource-management-is-off-the-rails/): 7 signs your professional services firm’s resource management is off track and how to identify and improve resource planning.
- [Birdview Makes Tekpon's Top 10 Team Collaboration Software List](https://birdviewpsa.com/blog/birdview-recognized-as-one-of-the-top-team-collaboration-software-by-tekpon/): Discover how Birdview has been distinguished as one of the top picks for Team Collaboration Software by Tekpon, a prominent online marketplace dedicated to optimizing operational efficiency across various industries.
- [ServiceNow integration for Birdview](https://birdviewpsa.com/blog/servicenow-integration/): Discover how to automate change request and task creation in ServiceNow by sending data directly from Birdview.
- [Birdview Ranked in Top 10 Project Portfolio Management by GetApp](https://birdviewpsa.com/blog/birdview-ranked-in-top-10-project-portfolio-management-by-getapp/): Discover how Birdview soared into the top 10 of GetApp’s Project Portfolio Management software, excelling in ease of use, functionality, support, and value.
- [Requirements for Choosing Your Ideal Professional Services Automation Solution](https://birdviewpsa.com/blog/5-reasons-professional-services-companies-choose-birdview-psa/): Essential PSA features are crucial for software to efficiently streamline operations in a professional services firm
- [On-Premise Project Management Software in 2025: Must-Know Insights](https://birdviewpsa.com/blog/on-premise-project-management-software-guide/): On-premise project management software like Birdview stands out as a robust solution, offering unparalleled security and control
- [How Tracking Billable and Non-Billable Hours Can Dramatically Increase Your Profits](https://birdviewpsa.com/blog/billable-vs-non-billable-hours/): Maintaining a balance between billable and non-billed hours to enhance profit margins when invoicing clients in a service business.
- [Meet built-in Birdview Automation for your business operations](https://birdviewpsa.com/blog/birdview-automation/): Discover how Birdview Automation transforms business operations with easy app integrations and workflow automation, enhancing efficiency.
- [Introducing "Resource requests" in Birdview Planning](https://birdviewpsa.com/blog/resource-requests/): Discover our latest feature, Resource requests, designed to significantly improve the resource allocation process, fostering better collaboration between project managers and resource managers.
- [Best 20 project management tools in 2025](https://birdviewpsa.com/blog/best-project-management-tools/): What are the best project management tools in 2025? 1.Birdview, 2. Workfront, 3. Asana, 4. Trello, 5. Jira, 6. MS Projects, 7.Zoho Projects
- [Project Risk Management: Strategies for Ensuring Project Success](https://birdviewpsa.com/blog/project-risk-management/): Project risk management is the systematic process of identifying, and responding to project risks to minimize their impact on project goals.
- [12 best construction scheduling software in 2025](https://birdviewpsa.com/blog/best-construction-scheduling-software/): Discover how to select powerful construction scheduling software, implement it effectively, and optimize the user experience.
- [Choosing the Best PSA Software for Professional Services](https://birdviewpsa.com/blog/how-to-choose-psa-software/): Get a simple 7-step plan for choosing the right PSA software for your firm. The ultimate list of requirements you should take into account.
- [Introducing multiple Spaces](https://birdviewpsa.com/blog/introduction-to-spaces/): Discover our latest feature, Spaces, designed to provide isolated work environments within the Birdview platform, catering to different teams or project needs.
- [Project Staffing: 5 Pieces to Solve the Puzzle](https://birdviewpsa.com/blog/project-staffing-5-pieces-to-solve-the-puzzle/): Building a skilled team is crucial in project management. This article will explore the best practices for solving the project staffing puzzle.
- [Birdview Recognized as a Top Advertising Agency Software by Software Advice](https://birdviewpsa.com/blog/birdview-recognized-as-a-top-advertising-agency-software-by-software-advice/): Discover how Birdview has been recognized as one of the leading Advertising Agency Software by Software Advice, surpassing some key industry players in customer satisfaction and usability.
- [Meet OneDrive integration for Birdview](https://birdviewpsa.com/blog/onedrive-integration/): Learn more about the SharePoint integration for Birdview to simplify your document management and drive team collaboration.
- [Engineering Project Management: navigating complex projects to success](https://birdviewpsa.com/blog/engineering-project-management/): Engineering project management uses a structured approach to plan, organize, and manage projects to meet specific goals and requirements.
- [The 5 Phases of an Effective Project Management Life Cycle](https://birdviewpsa.com/blog/project-management-life-cycle/): The 5 key phases of the project life cycle. Project Initiation, Project and Resource Planning, Executing, Controlling, & Closing
- [Project management communication: Importance, Benefits, Steps and Best Practices](https://birdviewpsa.com/blog/thing-much-communication/): Effective project communication enhances decision-making and ensures efficient project delivery. Importance, Benefits, Steps & Best Practices
- [Strategies for time management in project management employed by top-level managers](https://birdviewpsa.com/blog/top-5-time-management-strategies-used-by-top-managers/): Top project managers follow these best time management strategies. Project Planning, Task Prioritization, Resource Allocation, Estimating Time
- [Project Portfolio Management (PPM): The Ultimate Guide](https://birdviewpsa.com/blog/what-is-project-portfolio-management-ppm/): Read about three disciplines of organizational management combined by project portfolio management. Check more at Explore.birdviewpsa.com/blog.
- [10 Best PSA Software Solutions for Consulting Projects in 2025](https://birdviewpsa.com/blog/top-10-psa-software-and-tools-2023/): Top 10 PSA solutions: Birdview: End-to-end PSA Software, Planview, Kantata, Acello...
- [Productivity in the workplace: How to measure. The most effective way](https://birdviewpsa.com/blog/the-most-effective-way-to-measure-productivity-in-the-workplace/): Workplace productivity depends on individuals as much as it depends on the team as a whole. Here is the most effective way to do it.
- [How to Handle Project Management Meetings: 5 Highly Effective Tips](https://birdviewpsa.com/blog/5-highly-effective-tips-how-to-handle-meetings-like-a-true-boss/): Efficient and productive project management meetings can help accomplish lots of tasks much faster. Find out how to handle project meetings.
- [Stakeholder Management in Project Management](https://birdviewpsa.com/blog/working-with-project-stakeholders/): Project stakeholder is critical to the success of every project. Three key approaches that will help you to evaluate your stakeholders.
- [Top 10 resource management tools 2025](https://birdviewpsa.com/blog/10-best-resource-management-and-planning-software/): Look at 10 of the best resource management tools in 2025 that are transforming the way teams manage resources
- [Types of Resources in Project Management: A Detailed Guide](https://birdviewpsa.com/blog/types-of-resources-in-project-management/): Dive into the diverse types of resources used in resource management, exploring their nuances, measurement metrics, industry relevance, practical applications, and their interplay within project management.
- [MS Projects Alternatives and Four Project Management Limitations in MS Project](https://birdviewpsa.com/blog/4-things-that-ms-project-has-wrong-about-project-management/): MS Projects Alternatives and 4 Project Management Limitations in MS Project. MS is the most renowned piece of project management software.
- [How effective project milestones planning can influence your project's success](https://birdviewpsa.com/blog/how-effective-project-milestones-planning-can-influence-your-projects-success/): Understanding project milestones: why setting milestones and monitoring their effective completion is vital for your project success.
- [Project Management 101: Dealing with ongoing projects](https://birdviewpsa.com/blog/project-management-101-dealing-with-ongoing-projects/): A few weeks ago our support team received an interesting question from a client. She asked: “If a project was...
- [Smart resource allocation and task scheduling: How do you do this](https://birdviewpsa.com/blog/smart-resource-allocation-and-task-scheduling-how-do-you-do-this/): This article explores the essentials of resource allocation and task scheduling, providing clear, practical advice for project managers.
- [Mastering Resource Forecasting for Engineering Firms: Overcoming 9 Common Pains](https://birdviewpsa.com/blog/mastering-resource-forecasting-for-engineering-firms-overcoming-9-common-pains/): Resource Forecasting is crucial in Engineering project management, enabling accurate determination of Resource Requirements.
- [Laptop or Desktop? Mobility in Project Management](https://birdviewpsa.com/blog/laptop-or-desktop-mobility-in-project-management/): Laptop vs desktop is an important decision, especially in project management. See our approach to solving this problem of mobility!
- [Resource Allocation in Professional Services](https://birdviewpsa.com/blog/resource-allocation-in-project-management-the-art-of-orchestrating-success/): Explore what makes for effective resource allocation in Professional Services. Dive into strategies, tools, and insights.
- [What Are Milestones in Project Management?](https://birdviewpsa.com/blog/project-management-101-what-are-milestones/): Discover what a milestone in project management is and how it can add significant value to project scheduling and help project managers to determine whether or not the project is on schedule more accurately
- [4 Effective Tips for Resurrecting a Dead Project](https://birdviewpsa.com/blog/4-effective-tips-for-resurrecting-a-dead-project/): Review the Objectives, Check the Foundations, Do a Team Inspection, and Don't Be Afraid to Start Over
- [Introducing SharePoint Integration](https://birdviewpsa.com/blog/sharepoint-integration/): Learn more about the SharePoint integration for Birdview to simplify your document management and drive team collaboration.
- [Professional Services Revenue Recognition: 101](https://birdviewpsa.com/blog/professional-services-revenue-recognition-101/): Learn more about professional services revenue recognition and how Birdview can help simplify and enhance this process.
- [Resource Scheduling in Project Management: An Essential Guide](https://birdviewpsa.com/blog/resource-scheduling-in-project-management-an-essential-guide/): Uncover the importance of resource scheduling in project management. Learn best practices and tips to optimize efficiency.
- [What is a Resource Manager? Roles & Responsibilities](https://birdviewpsa.com/blog/what-is-a-resource-manager-roles-responsibilities/): Discover the role of a Resource Manager in project success. Learn about responsibilities, essential skills, and how effective resource management drives business efficiency.
- [Resource Management in Project Management: Process, Tools, Benefits & Technique](https://birdviewpsa.com/blog/resource-management-in-project-management-process-tools-benefits-technique/): A comprehensive guide on Resource Management. Get all processes, techniques and tips in one article to optimize your project success.
- [New Features: Checklists and Formulas](https://birdviewpsa.com/blog/product-update-checklists-and-formulas/): Discover the latest enhancements in Birdview PSA, featuring the new checklist functionality for streamlined task management and the power of custom field formulas for precise calculations.
- [Meet QuickBooks Integration for Birdview PSA](https://birdviewpsa.com/blog/quickbooks-integration-for-birdview-psa/): Learn more about our one-way integration between Birdview PSA and QuickBooks, designed to seamlessly transfer time logs from Birdview PSA to QuickBooks.
- [Product Update: Resource Planning by Job Role](https://birdviewpsa.com/blog/resource-planning-by-job-role/): Discover how the latest addition to Birdvew’s resource planning functionality can help your team get a holistic view of resources' workload at the job role level across the entire organization.
- [Episode 15: Getting Out of the Output Trap: A 4-Step Action Plan to Outcome-Based Thinking](https://birdviewpsa.com/blog/episode-15-getting-out-of-the-output-trap/): Listen to our new episode and discover the dangers of focusing on outputs instead of outcomes and provide a four-step action plan to break free from the output trap.
- [Meet Birdview’s Enhanced Resource Planning Center](https://birdviewpsa.com/blog/meet-birdviews-enhanced-resource-planning-center/): Discover the power of Birdview’s resource planning features designed with your resource challenges and need in mind.
- [Product Update: Job Roles Bulk Action and Time Logs](https://birdviewpsa.com/blog/product-update-job-roles-and-time-logs/): Discover what new features and improvements we have implemented to enhance user experience and streamline time management within Birdview PSA.
- [Latest Update: Sample Data for Trial Accounts](https://birdviewpsa.com/blog/sample-data-for-trial-accounts/): Enhance your trial experience with sample data for resources and explore our resource management capabilities right from the start with the latest update for trial accounts.
- [5 common resource allocation problems and how to solve them](https://birdviewpsa.com/blog/5-common-resource-allocation-problems-and-how-to-solve-them/): Discover the most common challenges professional organizations face in terms of change management and the effective strategies that can help tackle them.
- [Product Update: AI Onboarding and AI Project Plan Assistant](https://birdviewpsa.com/blog/ai-onboarding-and-project-creation/): Discover how Birdview’s AI Assistant help new users create a complete project plan for their projects in a matter of seconds.
- [Latest Update: AI Assistant and Feature Labs](https://birdviewpsa.com/blog/ai-assistant-and-feature-labs/): Discover the latest Birdview feature, AI Assistant, and improve your messaging and communication inside the organization. Test it in our Feature Labs!
- [New Jira Integration for Birdview PSA](https://birdviewpsa.com/blog/new-jira-integration-for-birdview-psa/): Discover the latest Birdview PSA and Jira integration and get a powerful resource, project and financial management solution for your projects.
- [New Features: Job Roles and Access Levels](https://birdviewpsa.com/blog/job-roles-and-access-levels/): Discover Birdview’s new features, Job Roles and Access Levels, that have been added to provide you with better resource management options.
- [Episode 14: Dangers of Adopting Software without a Proper Implementation Strategy](https://birdviewpsa.com/blog/episode-14-dangers-of-adopting-software-without-a-proper-implementation-strategy/): Listen to our new episode and learn about the key steps of a proper software implementation process.
- [Introducing Negative Expenses for Birdview](https://birdviewpsa.com/blog/negative-expenses-for-birdview/): A negative value input is now available for all types of expenses for new Birdview PSA trial accounts. Visit our blog for the latest news and product updates.
- [Episode 13: Success Story: How Hatch LTK Implemented Birdview PSA (formerly Easy Projects)](https://birdviewpsa.com/blog/success-story-how-hatch-ltk-implemented-birdview-psa/): Listen to our new episode on one of your favorite platforms and learn how Birdivew PSA can become a single source of truth for your organization’s resources, finances, and projects.
- [We've Rebranded! Meet Birdview PSA](https://birdviewpsa.com/blog/easy-projects-has-rebranded-as-birdview-psa/): Birdview PSA is the new name of Easy Projects. Our comprehensive platform helps professional services organizations plan, manage, and forecast resources, projects, and finances in one place.
- [Episode 12: Innovation 101: How to Foster Right Changes in Your Organization](https://birdviewpsa.com/blog/episode-12-innovation-101-how-to-foster-right-changes-in-your-organization/): Learn the dangers of reclaiming that your company is innovative when you are not and what strategies and approaches to use to drive innovation inside your organization.
- [How to Get Project Status Updates and Not be a Pest](https://birdviewpsa.com/blog/how-to-get-status-updates-and-not-be-a-pest/): For a project manager to be truly effective, he has to know what happens in a project. That means getting information from multiple sources.
- [5 Performance Evaluation Questions to Spark Self-Improvement](https://birdviewpsa.com/blog/5-performance-evaluation-questions-to-spark-self-improvement/): 5 Performance Evaluation Questions to Spark Self-Improvement. Learn more about project management on Easy Projects blog!
- [Episode 11: The Danger of Trying to Do Everything In-House: Why Businesses Need Experts](https://birdviewpsa.com/blog/episode-11-the-danger-of-trying-to-do-everything-in-house-why-businesses-need-experts/): Discover why doing everything in-house instead of hiring an expert may not always be a good idea for your business. Listen to the latest When Spreadsheets Hit the Fan podcast episode.
- [Episode 10: Ensuring Your Project’s Success: Best Techniques Shared by a PMO Professional](https://birdviewpsa.com/blog/episode-10-ensuring-your-projects-success/): Learn the best techniques to ensure your business initiative is poised for success right from the very start. Listen to the latest When Spreadsheets Hit the Fan podcast episode.
- [9 Reasons to Give Your Client Access to your Project Management Software](https://birdviewpsa.com/blog/9-reasons-give-client-access-project-management-software/): 9 Reasons to Give Your Client Access to your Project Management Software. Learn more about project management on Easy Projects blog!
- [Episode 9: Designing a Better Hiring Process: Mistakes to Avoid and Steps to Take](https://birdviewpsa.com/blog/episode-9-designing-a-better-hiring-process-mistakes-to-avoid-and-steps-to-take/): Discover what a great hiring process should be to benefit the business and the candidate. Listen to the latest When Spreadsheets Hit the Fan podcast episode.
- [Episode 8: Project Manager 101: Why You Should Let Your PMs Lead with Their Superpowers](https://birdviewpsa.com/blog/podcast-episode-8-project-manager-101-why-you-should-let-your-pms-lead-with-their-superpowers/): Learn about the value that great project managers bring to their team and organization in our newest episode of the When Spreadsheets Hit the Fan podcast.
- [Episode 7: Digital Transformation: How to Make It Work](https://birdviewpsa.com/blog/podcast-episode-7-digital-transformation/): Check out the new episode of When Spreadsheets Hit the Fan podcast to learn what real digital transformation looks like and what mistakes to avoid when digitizing your business.
- [Episode 6: Moving Past Band-Aid Solutions: The Importance of Scaling Processes](https://birdviewpsa.com/blog/podcast-episode-6-moving-past-band-aid-solutions-the-importance-of-scaling-processes/): Learn how to get rid of micromanagement and timing decisions, adjust processes, and measure the results of their use.
- [Episode 5: How Do We Ask the Right Questions to Change the Status Quo?](https://birdviewpsa.com/blog/podcast-episode-5-ask-the-right-questions-to-change-th-status-quo/): Learn how to get your company out of its comfort zones and recognize when the status quo you’re currently stuck in needs a change.
- [Birdview is a Gold Medalist in the 2022 ITRG/SoftwareReviews Project Management Data Quadrant Report](https://birdviewpsa.com/blog/birdview-is-a-gold-medalist-in-the-2022-itrg-softwarereviews-project-management-data-quadrant-report/): Birdview PSA is rated #1 in six categories in the 2022 Project Management Quadrant Report by SoftwareReviews, all thanks to our customers’ feedback. Check it out now!
- [Episode 4: Why Are 75% of PMOs Disbanded Within Three Years?](https://birdviewpsa.com/blog/podcast-episode-4-disbanded-pmos/): Listen to our new episode and learn how to build a world-class PMO and ensure it won't be disbanded in the next three years.
- [Latest Product Update: Date Rollup](https://birdviewpsa.com/blog/product-update-date-rollup/): Another useful option for finely tuned project management. In Easy Projects you can now decide if the project end date is tied to the last task.
- [Episode 3: Why Companies Must Continue to Update Their Value Proposition](https://birdviewpsa.com/blog/podcast-episode-3-why-companies-must-continue-to-update-value/): Learn why business value proposition should always be updated and what it can bring to every organization in our latest episode of the "When Spreadsheets Hit the Fan" podcast.
- [New Feature Alert: Color Coding](https://birdviewpsa.com/blog/new-feature-alert-color-coding/): Check out the new color coding features for our project and resource management solutions to keep control of your projects' statuses.
- [Episode 2: Business as an Ecosystem: Thinking Beyond Buyers and Sellers](https://birdviewpsa.com/blog/podcast-episode-2/): Discover the biggest mistake professional service organizations make and what negative impact it can bring to business owners and customers in our new episode.
- [Episode 1. Digging Out the Data: A Case for Measurement as a Core Company Value](https://birdviewpsa.com/blog/podcast-first-episode/): Check out the very first episode of the “When Spreadsheets Hit The Fan” podcast by Birdview PSA.
- [Meet Our New Activity Center for Birdview PSA and Easy Projects!](https://birdviewpsa.com/blog/new-activity-center/): Discover enhanced Activity Center design and functionality to see how the new update makes it simpler to access all of the project data and activities.
- [Latest Product Update: Trouble Indicators and Snoozing Feature](https://birdviewpsa.com/blog/project-trouble-indicators/): Discover our new risk indicator feature purpose-built for making it easier for project managers to spot and fix troubled projects and tasks.
- [We Stand With Ukraine](https://birdviewpsa.com/blog/we-stand-with-ukraine/): We strongly condemn Russia’s aggression and we stand in solidarity with the Ukrainian people. We invite everyone to support Ukraine in its fight for freedom and peace.
- [New Search and Resource Loading Features for Birdview PSA](https://birdviewpsa.com/blog/new-search-and-resource-loading-features-for-birdview-psa/): Discover the latest features for Birdview PSA to make it easier to browse through your projects and tasks and better manage your resource loading.
- [Top 11 tools and apps for professional services organizations 2025](https://birdviewpsa.com/blog/tools-for-professional-services-organizations/): Discover the top tools and apps for professional services organizations to keep up with the constantly changing market expectations and customer demands.
- [8 biggest challenges facing the Professional Services organizations in 2025](https://birdviewpsa.com/blog/6-challenges-in-professional-services-industry/): What are the 8 biggest challenges facing organizations across the professional services industry today? How to overcome them all? Read our blog to learn more.
- [5 Benefits of Professional Services Automation (PSA) Software](https://birdviewpsa.com/blog/5-benefits-of-professional-services-automation-psa-software/): PSA software centralizes core business functions—such as project management, time tracking, resource planning, and billing—into one platform.
- [How to Create an Effective Workflow Management System for Remote Employees](https://birdviewpsa.com/blog/how-to-create-an-effective-workflow-management-system/): Want to know how to manage workflows to increase the performance of your remote staff? Learn how to design a workflow management system that will benefit your entire team.
- [Logic Software Inc. Announces the Launch of Birdview PSA](https://birdviewpsa.com/blog/logic-software-announces-the-launch-of-birdview-psa/): Logic Software Inc. announces the launch of Birdview PSA - an easy to use professional services automation platform, purpose-built for service organizations in need of a rapidly deployable, cost-effective solution.
- [6 KPIs for Professional Services Firms in 2025](https://birdviewpsa.com/blog/kpis-for-service-firms-in-2023/): Professional services metrics that matter: discover six KPIs for professional services firms to keep an eye on in 2024. Read our blog now to learn more!
- [5 ways of using PSA software to gain a competitive advantage in the service industry](https://birdviewpsa.com/blog/competitive-advantage-in-service-industry/): In this article, you will find five key ways to use PSA software to gain competitive advantages in the service industry in 2025.
- [Why 2021 is the Year for Professional Services Firms to Adopt Digital Project Management](https://birdviewpsa.com/blog/digital-project-management-professional-services/): Discover why 2021 is the year when professional services organizations should digitize their project management approach.
- [Top 5 risks to the growth of managed IT service providers](https://birdviewpsa.com/blog/risks-to-the-growth-of-managed-it-service-providers/): Discover the five risks of expanding a business facing managed IT service providers and how to deal with them to stay on top of your game!
- [How to Prioritize Projects: Best Practices](https://birdviewpsa.com/blog/project-prioritization/): The process of project prioritization involves identifying the most pressing existing and new projects for an organization.
- [Project Cost Management: definition and best practices](https://birdviewpsa.com/blog/guide-to-effective-project-cost-management/): What is cost management in project management? Discover the types of project costs, key project cost metrics, and best practices for project cost management.
- [Easy Projects Ranks in Canada’s Fastest-Growing Companies List 3rd Year in a Row](https://birdviewpsa.com/blog/easy-projects-ranks-in-canadas-fastest-growing-companies-list/): Canadian Business ranked Easy Projects, No. 299 on the 32nd annual Growth 500, the definitive ranking of Canada’s Fastest-Growing Companies.
- [How to Write a Project Status Report. Free Checklist](https://birdviewpsa.com/blog/how-to-write-a-project-status-report/): A project status report is an essential and efficient way for keeping all involved parties up to date. Here's a free checklist on how can you create engaging project reports.
- [Introducing the Notification Center in Easy Projects](https://birdviewpsa.com/blog/notifications-center-easy-projects/): Introducing the Notification Center, a specialized area of Easy Projects that aggregates all message, project, and activity notifications in one convenient place. Learn more about the benefits of this new feature in Easy Projects.
- [13 project management tool requirements or how to choose the right software](https://birdviewpsa.com/blog/12-project-management-software-considerations/): The following is a comprehensive list of critical criteria for selecting project management software.
- [The Ultimate Guide to PMO in a Professional Services Firm](https://birdviewpsa.com/blog/pmo-in-a-professional-services-firm/): This article explores the role and benefits of PMOs in professional service industries like engineering, IT services, and business consulting
- [10 best enterprise project management software in 2025](https://birdviewpsa.com/blog/top-10-enterprise-project-management-software/): Learn how to select the best enterprise project management software in 2025 that facilitates planning, communication, and collaboration
- [Financial Module Update: Targets, Financial Health and more](https://birdviewpsa.com/blog/financial-module-update-targets-financial-health-and-more/): The newly redesigned Easy Projects Financial Module includes updates to financial targets, financial health and more.
- [How to write a project proposal: steps, examples, and best practices](https://birdviewpsa.com/blog/how-to-write-a-project-proposal/): Learn how to write a project proposal that is clear, captivating, concise, and convincing. Follow these 7 simple steps and best practices when preparing a project proposal.
- [Project Intake Best Practices for Project Managers](https://birdviewpsa.com/blog/project-intake-best-practices/): Learn the 5 industry best practices for seamless project intake for Project Managers in the Professional Services industry.
- [4 Common Professional Services PM Pain Points](https://birdviewpsa.com/blog/professional-services-pm-pain-points/): This article outlines 4 common project management pain points that professional services organizations experience and how Birdview PSA solves them.
- [Financial Module Update: Activity-Level Expenses and more](https://birdviewpsa.com/blog/make-your-billing-cycle-easier-with-our-enhanced-financial-module/): Our enhanced Financial Module makes it easier for Project Managers to apply, track, and manage their billing and costs, with the goal to increase profitability! Learn more in our blog.
- [Never Miss a Notification Again with the New @Mentions Page](https://birdviewpsa.com/blog/latest-product-update-mentions-blog/): Easy Projects users are using @mentions to make sure their team members are informed of important updates and messages.
- [Industries That Benefit Most From Project Management Software](https://birdviewpsa.com/blog/top-sectors-that-benefit-most-from-project-management-software/): Project management tools are versatile and can help all industries. Below is a list of the most common industries that utilize PM software and how it benefits their specific needs.
- [Coordinate Projects More Efficiently with @Mentions and Multi-select Custom Fields](https://birdviewpsa.com/blog/coordinate-projects-more-efficiently-with-mentions-and-multi-select-custom-fields/): Announcing our new @mentions and multi-select custom fields features that'll make everyday project management even more efficient, learn how!
- [Effectively Track Resources with Rate Cards for Professional Services](https://birdviewpsa.com/blog/effectively-track-resources-with-rate-cards-for-professional-services/): Accurately and efficiently track rates of resources with Rate Cards for Professional Services. Birdview Rate Cards streamline this process.
- [How machine learning will change the world of project management](https://birdviewpsa.com/blog/how-machine-learning-will-change-the-world-of-project-management/): When I was a kid, I dreamed of a future where machines did everything and we spent our time solving real problems. Today we are close to achieving this...
- [Fall 2019: Easy Projects New Features](https://birdviewpsa.com/blog/fall-2019-easy-projects-new-features/): Today we’re excited to announce four big new updates that will make Easy Projects even more flexible and configurable
- [8 Benefits of Cross-Functional Teams](https://birdviewpsa.com/blog/8-benefits-of-cross-functional-teams/): Modern-day society is built off of one thing: teamwork. Those who are able to work well together to get ahead and stay ahead. Here’s what happens when teams don’t ...
- [Easy Projects places No. 308 on The Globe and Mail's brand-new ranking of Canada's Top Growing Companies](https://birdviewpsa.com/blog/easy-projects-places-no-308-on-the-globe-and-mails-brand-new-ranking-of-canadas-top-growing-companies/): Canada’s Top Growing Companies ranks Canadian companies on three-year revenue growth. Easy Projects earned its spot with a three-year growth of 86%.
- [Easy Projects Makes Canada's Fastest Growing Companies list for the second year in a row](https://birdviewpsa.com/blog/easy-projects-makes-canadas-fastest-growing-companies-list-for-the-second-year-in-a-row/): We're ranked as one of Canada's fastest growing companies on Canadian Business Magazine's Growth500 ranking.
- [Easy Projects Enters Top 5 of GetApp's Project Management Software Category Leaders 2019](https://birdviewpsa.com/blog/easy-projects-enters-top-5-of-getapps-project-management-software-category-leaders-2019/): Toronto, ON (July 29th, 2019)Â — Easy Projects, an enterprise work, and project management software platform is featured on GetApp’s Category Leaders list as best in class Project Management ...
- [Easy Projects Named Leader in G2 Summer 2019 Project Management Software Report](https://birdviewpsa.com/blog/easy-projects-named-leader-in-g2-summer-2019-project-management-software-report/): Easy Projects, an enterprise work and project management software platform is featured on G2’s Summer 2019 Grid Report as best in class Project Management Software, topping multiple categories
- [Easy Projects Named Leader in G2 Spring 2019 Project Management Software](https://birdviewpsa.com/blog/easy-projects-named-leader-in-g2-spring-2019-project-management-software-report/): Easy Projects, an enterprise work and project management software platform is featured on G2’s Spring 2019 Grid Report as best in class Project Management Software
- [Easy Projects Mobile App Updates](https://birdviewpsa.com/blog/easy-projects-mobile-app-updates/): The Easy Projects app continues to improve and grow thanks to feedback from users like you!
- [How Easy Projects became one of the Canada's Fastest Growing Companies](https://birdviewpsa.com/blog/how-we-bootstrapped-easy-projects-to-become-one-of-the-canadas-fastest-growing-companies/): We were listed as one of the fastest growing companies on Canadian Business Magazine’s Growth 500 list
- [Easy Projects Architecture Roadmap](https://birdviewpsa.com/blog/easy-projects-architecture-roadmap/): We had to start looking for better ways to manage our development and deployment processes. After several months we settled on the Microservice Architecture
- [Easy Projects Mobile Update: Notification Inbox](https://birdviewpsa.com/blog/easy-projects-mobile-update-notification-inbox/): Your phone is already equipped to handle messages and communication, so why not let the Easy Projects Mobile App do it, too?
- [Easy Projects Update: Kanban on Mobile](https://birdviewpsa.com/blog/easy-projects-update-kanban-on-mobile/): Easy Projects’ new mobile app update lets you be Agile anytime
- [Easy Projects Ranks in Top 15 Project Management Software for Enterprises by G2 Crowd](https://birdviewpsa.com/blog/easy-project-ranked-in-top-15-project-management-software-for-enterprises-by-g2-crowd/): Easy Projects is excited to announce that we have been named a High Performer in the Spring 2018 G2 Crowd Project Management Solution report
- [Complete Guide to the Birdview PSA Guest Portal](https://birdviewpsa.com/blog/complete-guide-to-the-easy-projects-guest-portal/): Easy Projects Guest Portal is the perfect place for people from outside your core team to get involved in the project. Learn more about its capabilities.
- [Easy Projects, Version 12, Overview](https://birdviewpsa.com/blog/easy-projects-version-12-overview/): Version 12 of EasyProjects is major feature is a visual task manager called a Kanban board which allows anyone on your team to easily view any project in graphic way
- [Mastering time estimation in project management: from guesswork to precision](https://birdviewpsa.com/blog/estimate-project-time-resources/): What is time estimation in project management? Learn how to estimate project time and resources using two methods and decide which one will be best for you.
- [New Feature: Follower Functionality](https://birdviewpsa.com/blog/new-feature-follower-functionality/): Ever wanted to simply keep tabs on a project where you don’t have any assigned activities
- [4 Ways to Eliminate Employee Procrastination](https://birdviewpsa.com/blog/4-ways-eliminate-employee-procrastination/): If you have ever tried to get teenagers to listen to their parents, teach cats how to behave as you want them to, or get a procrastinator to work timely, you have probably heard these kind of statements more times that your actual name.
- [Starting New Projects on the Go!](https://birdviewpsa.com/blog/starting-new-projects-go/): The Easy Projects mobile app now allows you to create projects from scratch
- [What is a Project Baseline?](https://birdviewpsa.com/blog/project-baseline/): A project baseline is the initial project scope, schedule and cost of a project. These are generally defined and reviewed at the onset of a project.
- [New Feature: Recurring Tasks](https://birdviewpsa.com/blog/new-feature-recurring-tasks/): Make your existing tasks into recurring tasks with EasyProjects. Hurry up to enjoy the new feature and make your work process more productive!
- [How to deal with difficult team members](https://birdviewpsa.com/blog/how-to-deal-with-difficult-team-members/): Have you ever had difficult team members in your company? Have you tried to overcome the difficulties? Find out how to deal with them with EasyProjects.
- [New Feature: Firefox and Google Chrome Push-Notifications](https://birdviewpsa.com/blog/new-feature-firefox-and-google-chrome-push-notifications/): Get push-notifications on your Chrome or Firefox browser. You can even send push notifications when your web page is not active.
- [Stop the battle: How forward-thinking organizations benefit from Agile-Waterfall hybrid](https://birdviewpsa.com/blog/stop-the-battle-how-forward-thinking-organizations-benefit-from-agile-waterfall-hybrid/): A quick guide into Agile-Waterfall hybrid. A range of companies have already proved it as a great management method. Get your Free Trial now!
- [New Feature: Baselining](https://birdviewpsa.com/blog/new-feature-baselining/): Baselining as a way to analyze all crucial steps made during the project. Analyze the reasons behind missing targets. Make it possible with EasyProjects!
- [What Is Change Management in Project Management?](https://birdviewpsa.com/blog/why-a-top-notch-project-manager-should-first-and-foremost-be-an-effective-change-manager/): Distinguishing Change Management from Project Management and the Importance of Project Managers being Effective Change Managers
- [3 biggest challenges you are likely to face as a consultant project manager](https://birdviewpsa.com/blog/3-biggest-challenges-you-are-likely-to-face-as-a-consultant-project-manager/): Let's nose out the 3 biggest challenges each consultant project manager should expect in the course of consultation! Find out more tips with EasyProjects.
- [4 big problems marketers face when marketing to millennials](https://birdviewpsa.com/blog/4-big-problems-marketers-face-when-marketing-to-millennials/): Millennials are an enormous amount of market now. Let's unearth 4 challenges you are likely to face while marketing to millennials and tips to solve them.
- [New Feature: Approval Workflow](https://birdviewpsa.com/blog/new-feature-approval-workflow/): Approval Workflow: how Easy Projects can help you confirm a deliverable of some sort before the project can go to the next step.
- [8 things that C-level executives should know to build a strong team](https://birdviewpsa.com/blog/8-things-that-c-level-executives-should-know-to-build-a-strong-team/): High-performing team is the dream of any organization. Let's contemplate these 8 effective skills to build a strong team for your organization.
- [What project performance is and how to manage it](https://birdviewpsa.com/blog/how-great-project-managers-handle-team-performance/): Managing project performance is not that simple. Here is how top-notch Project Managers handle both project underperformers and overperformers.
- [What is constructability in Project Management and how to use it](https://birdviewpsa.com/blog/what-is-constructability-in-project-management-and-how-to-use-it/): Projects that use constructability are more likely to finish on time and save the project money. Let's see how you can apply it to your project management.
- [What is Strategic Planning in Project Management](https://birdviewpsa.com/blog/the-role-and-value-of-strategic-planning-in-project-management/): Strategic planning in Project Management is essentially the grown-up version of business planning. It is thinking even further ahead into the future
- [5 tips for Marketing Managers to keep the staff and clients happy](https://birdviewpsa.com/blog/5-tips-for-marketing-managers-to-keep-their-staff-and-clients-happy/): Are you a Marketing Manager? Are you looking for new tips to keep the staff and clients happy? Follow the tips by EasyProjects.net
- [5 steps of Crisis Management that project managers should undertake during hardships](https://birdviewpsa.com/blog/5-steps-of-crisis-management-that-project-managers-should-undertake-during-hardships/): Are you a project manager looking for new ways to undertake crisis project management? If your answer is YES hurry up to read our recommendations.
- [3 common causes of operational inefficiencies and how top project managers handle them](https://birdviewpsa.com/blog/3-common-causes-of-operational-inefficiencies-and-how-top-project-managers-handle-them/): Want to become a top-notch project manager? Consider the main causes of operational inefficiencies and how to handle them for your project success.
- [4 reasons why project management should be integrated with change management](https://birdviewpsa.com/blog/4-reasons-why-project-management-should-be-integrated-with-change-management/): Let us help you to understand what change management is. Go over the primary components of change management before to integrate it with project management.
- [Comparing project management methodologies: Agile method vs Waterfall method](https://birdviewpsa.com/blog/comparing-project-management-methodologies-agile-method-vs-waterfall-method/): Read this great blog about comparing project management methodologies. Find out more about advantaged and disadvantages of Agile and Waterfall methods.
- [4 must-have leadership skills that will lead any Project Manager to success](https://birdviewpsa.com/blog/4-must-have-leadership-skills-that-will-lead-any-project-manager-to-success/): Probably you are a project manager surfing the net for must-have leadership skills to lead you to success. If you are the one, hurry up to read the blog.
- [4 Essential Steps of Project Portfolio Optimization](https://birdviewpsa.com/blog/4-essential-steps-of-project-portfolio-optimization/): Project Portfolio Optimization is all about doing things in a right way. Need to know more? You are in the right place at the right time.
- [6 benefits of mentoring that CEOs should know and use to their advantage](https://birdviewpsa.com/blog/6-benefits-of-mentoring-that-ceos-should-know-and-use-to-their-advantage/): Here are 6 benefits of mentoring and coaching that every CEO should take into consideration regardless of his level of experience. Let's check them!
- [Authority delegation: The most important aspect that can highly impact on company's success](https://birdviewpsa.com/blog/authority-delegation-the-most-important-aspect-that-can-highly-impact-on-companys-success/): One of the vital points that CEOs should take into account is authority delegation, since it impacts on company's success. Let's have a quick talk on it.
- [The list of interpersonal skills for CEOs that can highly influence your company culture](https://birdviewpsa.com/blog/the-list-of-interpersonal-skills-for-ceos-that-can-highly-influence-your-company-culture/): Interpersonal skills are at the heart of establishing a healthy company culture. Here are 6 interpersonal skills to make you the best CEO ever.
- [The CEO's challenge: 7 principles for strategic decision making](https://birdviewpsa.com/blog/the-ceos-challenge-7-principles-for-strategic-decision-making/): 7 principles for strategic decision making that CEOs can't ignore! Check them out and always make super successful decisions for your company.
- [What are the main challenges that CEOs face with when recruiting employees?](https://birdviewpsa.com/blog/what-are-the-main-challenges-that-ceos-face-with-when-recruiting-employees/): Here are what challenges CEOs face with today when recruiting employees and what steps to take to build trust and loyalty with new hires.
- [5 Must-Have Skills for CEOs to Make a Company Grow Faster](https://birdviewpsa.com/blog/5-must-have-skills-for-ceos-to-make-a-company-grow-faster/): Want to speed up your company growth and outpace the competitors? We have brought together 5 must-have skills for CEOs to make a company grow faster.
- [5 questions that you should contemplate before starting a project](https://birdviewpsa.com/blog/5-questions-that-are-needed-to-consider-the-organization-and-its-stakeholders/): Want your projects always be highly successful? Here are 5 easy but highly important questions to contemplate before starting a project!
- [4 must-know tips on resource allocation for your marketing plan](https://birdviewpsa.com/blog/4-must-know-tips-on-resource-allocation-for-your-marketing-plan/): Ensure your marketing projects stay on track with these 4 must-know resource allocation tips.
- [Being a marketer with a high level of extroversion is crucial! Why?](https://birdviewpsa.com/blog/being-a-marketer-with-a-high-level-of-extroversion-is-crucial-why/): Extroverts are better fit for energetic marketing sphere. Let's define why being a marketer with a high level of extroversion is vital!
- [How company culture can influence on employees working behavior](https://birdviewpsa.com/blog/how-company-culture-can-influence-on-employees-working-behavior/): Everything you need to know about the importance of company culture, how to develop it and how strong company culture impacts employee working behavior.
- [Project management in healthcare: 4 tips on how to effectively handle it](https://birdviewpsa.com/blog/medical-management-4-tips-on-how-to-effectively-handle-it/): Project management in healthcare is exhaustively different from other management types. 4 effective tips on how to effectively handle it.
- [5 things about Project Management in Healthcare Services that are important to know!](https://birdviewpsa.com/blog/5-things-about-health-services-management/): Working on Projects Managing Healthcare Services can be stressful. Here are 5 things to consider for a smoother ride
- [Key differences: Healthcare management vs Healthcare administration](https://birdviewpsa.com/blog/key-differences-healthcare-management-vs-healthcare-administration/): Healthcare industry is full of confusing terms. Check out the core differences between healthcare management and healthcare administration!
- [4 tactics for your marketing department explaining how to handle workload](https://birdviewpsa.com/blog/4-tactics-to-help-your-marketing-department-handle-workload/): Marketing is messy and getting messier. Here are 4 easy tactics for marketing managers on how to handle workload of marketing department!
- [The impact of planning on project success and how to define success](https://birdviewpsa.com/blog/the-impact-of-planning-on-project-success/): Planning is the cornerstone of any project! Let's contemplate these useful tips that will help any project manager succeed in project planning.
- [The top 3 marketing challenges for marketing managers (and what to do about them)](https://birdviewpsa.com/blog/the-top-3-marketing-challenges-for-marketing-managers-and-what-to-do-about-them/): Are you a marketing manager? Are you looking for new ways to solve marketing challenges you face? Let's define few tips how to solve them.
- [Change management: introducing DICE framework](https://birdviewpsa.com/blog/change-management-introducing-dice-framework/): Find out the main four factors that influence change management! Read the blog to find them out. Achieve the desired goals and overcome all the difficulties
- [3 Funny project team-building exercises for your team members](https://birdviewpsa.com/blog/3-funny-team-building-exercises-for-your-team-members/): Check these 3 funny problem-solving and project team-building activities to improve communication, hitting deadlines, and much more.
- [5 steps of project risk management](https://birdviewpsa.com/blog/5-steps-of-project-risk-management/): Here are 5 steps for project risk management to defend against incoming harm! Check them out, manage effectively and keep them safe!
- [Useful and simple ideas for Project Management to motivate their team](https://birdviewpsa.com/blog/useful-and-simple-ideas-for-project-managers-to-motivate-their-team/): It's time to talk about team building! These useful tips for team motivation can help you as a Project Manager in any field!
- [Project management strengths and limits: how far is too far](https://birdviewpsa.com/blog/project-management-strengths-and-limits-how-far-is-too-far/): Let’s involve some logic and statistics and define the strong sides of project management
- [5 client management skills that every project manager needs](https://birdviewpsa.com/blog/5-client-management-skills-that-every-project-manager-needs-to-have/): Communication is really the core driver of success. The more you communicate with your clients, the better relationships you will have.
- [Before the Project Starts Part 2: Project Assumptions](https://birdviewpsa.com/blog/before-the-project-starts-part-2-project-assumptions/): Here is the second great blog post about project assumptions. Find out how to define and formulate. Hope, this will help you to identify project risks.
- [How weather affects productivity (you can always blame the bad days on the weather)](https://birdviewpsa.com/blog/how-weather-affects-productivity-you-can-always-blame-the-bad-days-on-the-weather/): Weather and productivity linkage has been researched a lot by different studies.
- [Best Practices of Gantt Charts in Project Management](https://birdviewpsa.com/blog/best-practices-of-gantt-charts-in-your-management/): Use gantt charts in management as a project manager. All the project manager are completely in love with the Gantt charts. Here are the best practices!
- [Tips how to effectively handle miscommunication inside your team](https://birdviewpsa.com/blog/tips-how-to-effectively-handle-miscommunication-inside-your-team/): Do you have miscommunication inside your team? How to find a solution? Good communication is the first essential thing needed for project success.
- [5 tips workplace communication effectiveness can increase productivity](https://birdviewpsa.com/blog/5-ways-workplace-communication-effectiveness-can-increase-productivity/): Effective communication in the workplace increases the employee morale, retention rate and the therefore overall productivity of the working environment
- [5 Advantages of Gantt Charts for Marketing Department](https://birdviewpsa.com/blog/5-advantages-of-gantt-charts-for-your-marketing-department/): Only 64 percent of projects meet their goals. Gantt charts may be a good idea from the viewpoint of mind-mapping and progress-tracking...
- [9 Advantages of Online Project & Task Management Software](https://birdviewpsa.com/blog/9-advantages-of-task-tracking-software-that-can-t-be-ignored/): If you're an agency managing projects and tasks across multiple tools and relying on human memory, you need project management software
- [Should you hold a project kick-off meeting?](https://birdviewpsa.com/blog/should-you-hold-a-project-kick-off-meeting/): A kick-off meeting should set clear goals and create conditions for your team to feel dedicated. It also defines the number of problems you'll face - if you decide to pass on it, or hold it in an amateur way. What are the issues to raise during the first meeting? Here's what makes sense to discuss.
- [8 Best Twitter Accounts for Productivity](https://birdviewpsa.com/blog/8-best-twitter-accounts-for-productivity/): Many great people manage to stay productive through the whole year, and remain disenchanted by warm breezes and margaritas unlike the rest of us. We would be quite stupid to ignore their advice at a time when we aspire to be just like them: Productive.
- [How to prioritize your tasks priorities when everything is a priority?](https://birdviewpsa.com/blog/how-to-prioritize-your-priorities-when-everything-is-a-priority/): Every day you have to prioritize your tasks. These 3 steps will help you to figure out which task is more important.
- [How to ask your boss for more resources (the right way) (Video)](https://birdviewpsa.com/blog/how-to-ask-your-boss-for-more-resources-the-right-way-video/): Here is another great video about asking your boss for more resources. Learn more tips about how to ask and not to fail. Isn't it great?
- [Inside Out in the Office: A Closer Look at Anger](https://birdviewpsa.com/blog/inside-out-in-the-office-a-closer-look-at-anger/): Over the weekend I went to see the Disney-Pixar film, Inside Out, and I have to say that it was fantastic. The film is about how a child’s psyche ...
- [Kanban Project Management. Project Management Methodology](https://birdviewpsa.com/blog/project-management-methodology-kanban/): Learn about Kanban project management methodology, Kanban cards, and Kanban boards. The methodology is based on visualizing work
- [Easy Projects Update: Health Indicator](https://birdviewpsa.com/blog/easy-projects-update-health-indicator/): We’ve recently added some options to how Easy Projects calculates project health
- [Who are Guest Users and what can they do?](https://birdviewpsa.com/blog/guest-users/): Sometimes, in addition to your direct team, you also have customers, vendors or other stakeholders who need to collaborate on your project...
- [7 habits of highly successful Project Managers](https://birdviewpsa.com/blog/7-habits-highly-successful-project-managers/): Take a deeper psychological look into the minds of those who can be categorized as successful project managers to find out what they do differently from others.
- [Project Management 101: What is a PMO?](https://birdviewpsa.com/blog/project-management-101-pmo/): PMO a few times already and have no idea what it is. In your mind, it's like the Illuminati of project management...Which is sort of ...
- [12 Project Management Hacks](https://birdviewpsa.com/blog/12-project-management-hacks/): 12 project management hacks for the accidental project manager.
- [What is a PICK Chart? (Free Template Inside)](https://birdviewpsa.com/blog/project-management-101-pick-chart/): Discover what a PICK chart is and how to use it. A quick and yet effective way of evaluating ideas. Free template inside + free trials
- [5 Tips for a Successful First Project](https://birdviewpsa.com/blog/5-tips-successful-first-project/): Are you about to handle your first project? Read up on a few excellent tips to help make it a success!
- [Why a Worst Case Scenario is Your Best Idea](https://birdviewpsa.com/blog/worst-case-scenario-best-idea/): Worst case scenarios are the one of the best things you can do to ensure project success.
- [How to Create Templates in Easy Projects](https://birdviewpsa.com/blog/create-templates-easy-projects/): Use templates for fast project creation in Easy Projects
- [The 3 Critical Savings of a Great Project Management Tool](https://birdviewpsa.com/blog/3-critical-savings-great-project-management-tool/): The 3 Critical Savings of a Great Project Management Tool. Learn more about project management on Easy Projects blog!
- [Project Management 101: What is the DICE Framework?](https://birdviewpsa.com/blog/project-management-101-dice-framework/): Project Management 101: What is the DICE Framework? Learn more about project management on Birdview PSA blog!
- [What Skills Do Self-Taught Project Managers Commonly Lack?](https://birdviewpsa.com/blog/skills-self-taught-project-managers-commonly-lack/): What Skills Do Self-Taught Project Managers Commonly Lack? Learn more about project management on Easy Projects blog!
- [Streamline Your Workflow with Project Templates](https://birdviewpsa.com/blog/streamline-workflow-project-templates/): Streamline Your Workflow with Project Templates. Learn more about project management on Easy Projects blog!
- [What Is Slack and Float in Project Management and How to Manage Them](https://birdviewpsa.com/blog/project-management-101-floatslack/): Discover what slack and float in project management mean and how to compute these indicators to make sure you don’t miss the project deadlines.
- [How Can I Create a Repeatable (and Successful) Project Management Process?](https://birdviewpsa.com/blog/can-create-repeatable-successful-project-management-process/): How Can I Create a Repeatable (and Successful) Project Management Process? Learn more about project management on Easy Projects blog!
- [Project Management 101: What is PERT?](https://birdviewpsa.com/blog/project-management-101-pert/): Project Management 101: What is PERT? Learn more about project management on Easy Projects blog!
- [Project Management 101: What is Agile Project Management?](https://birdviewpsa.com/blog/project-management-101-agile-project-management/): Project Management 101: What is Agile Project Management? Learn more about project management on Easy Projects blog!
- [The Only Times You Should Extend a Project Deadline](https://birdviewpsa.com/blog/times-extend-deadline/): How to Manage Project Deadlines? Project managers shouldn't extend a deadline as a first, The Only Times You Should Extend a Project Deadline.
- [PM101: What is the Project Management Triangle?](https://birdviewpsa.com/blog/pm101-project-management-triangle/): PM101: What is the Project Management Triangle? Learn more about project management on Easy Projects blog!
- [5 Ways to Create Great Project Updates](https://birdviewpsa.com/blog/5-ways-create-great-project-updates/): 5 Ways to Create Great Project Updates. Learn more about project management on Easy Projects blog!
- [What is the Critical Path Project Management Method?](https://birdviewpsa.com/blog/critical-path-project-management-method/): What is the Critical Path Project Management Method?. Learn more about project management on Easy Projects blog!
- [What are the Six Phases of Waterfall Project Management?](https://birdviewpsa.com/blog/six-phases-waterfall-project-management/): What are the Six Phases of Waterfall Project Management? Learn more about project management on Easy Projects blog!
- [5 Dos and Don'ts of Joining a New Project Management Team](https://birdviewpsa.com/blog/5-dos-donts-joining-new-project-management-team/): When you start in a new organization, take the time to learn the lay of the land before you move things around. That way, youll be able to make ...
- [How Project Management Teams can Help Sales Teams be More Effective](https://birdviewpsa.com/blog/project-management-teams-can-help-sales-teams-effective/): How Project Management Teams can Help Sales Teams be More Effective. Learn more about project management on Easy Projects blog!
- [Project Management 101: 4 Tips to Keep a Project On Track](https://birdviewpsa.com/blog/project-management-101-4-tips/): 4 Tips to Keep a Project On Track · 1 Monitor the Critical Path · 2 Keep Track of Hours · 3 Get Frequent Status. 4. Correspond with Clients
- [4 Common Fails of Project Monitoring](https://birdviewpsa.com/blog/4-common-fails-project-monitoring/): 4 Common Fails of Project Monitoring
- [The Three "D's" of Project Accountability](https://birdviewpsa.com/blog/three-ds-project-accountability/): Project Accountability is a vital aspect of project management, influencing project success and timely delivery.
- [Spiral model: The Spiral Project Management Method](https://birdviewpsa.com/blog/upward-spiral-spiral-project-management-method/): The Spiral Project Management Method. One of the best things about using the spiral method is the way it manages risk.
- [How to Keep Project Momentum with Effective Follow-Ups](https://birdviewpsa.com/blog/keep-project-momentum-effective-follow-ups/): It takes a lot of effort to get a project up to speed, but once you’ve built up enough momentum, it’s just a matter of letting things take their course, right?
- [Why Should you Cancel Your Project?](https://birdviewpsa.com/blog/cancel-project/): Pulling the plug on an ongoing project is a very expensive decision, and you need to justify your choice to...
- [How to Write a Project Report That's Actually Readable](https://birdviewpsa.com/blog/write-project-report-thats-actually-readable/): Project reports are as necessary to a teams efforts as water, and oftentimes just as boring
- [Email Notification: The Project Management Team's Best Friend](https://birdviewpsa.com/blog/email-notification-the-project-management-teams-best-friend/): Having a Gantt chart and task list is a great way to stay organized, but I know people (myself among them) who sometimes get too absorbed in what theyre doing to check for updates.
- [When is a project NOT a project?](https://birdviewpsa.com/blog/when-is-a-project-not-a-project/): When is a Project Not a Project? Learn more about project management on Easy Projects blog!
- [5 Factors for an Effective Team Meeting](https://birdviewpsa.com/blog/the-5-ws-of-an-effective-meeting/): Meetings are the necessary evil of the working world and with good reason. Many are ill-run, meander, and generally only serve to make people lose time they don't have.
- [The Best Ways to Introduce a New Team Member](https://birdviewpsa.com/blog/non-awkward-ways-to-introduce-a-new-team-member/): If you're looking for an easy way to introduce new team members, we've got a few ideas you can try.
- [Essential Elements of a Work Breakdown Structure (WBS)](https://birdviewpsa.com/blog/essential-elements-of-a-work-breakdown-structure-wbs/): Discover what elements a WBS should have in order to be effective for your project management process.
- [Gamify Your Project](https://birdviewpsa.com/blog/gamify-your-project/): Gamify Your Projects. Learn more about project management on the Birdview PSA blog!
- [Project Management: How to Plan Project like Batman](https://birdviewpsa.com/blog/superhero-level-project-management/): Superhero-level Project Management: How to Plan Like Batman. Learn more about project management on Easy Projects blog!
- [How to Get People to Pay Attention During Meetings](https://birdviewpsa.com/blog/how-to-get-people-to-pay-attention-during-meetings/): Top Ten Ways to Get People to Pay Attention During Meetings. Learn more about project management on Birdview PSA blog!
- [7 Deadly Sins of Project Management](https://birdviewpsa.com/blog/7-deadly-sins-of-project-management/): Committing these sins is a sure path to a failed project and a short career.
- [Do I Need Project Management Software?](https://birdviewpsa.com/blog/do-i-need-project-management-software/): Ways to tell if you and your company needs project management software to keep projects on time and on budget.
- [What's the role of Project Manager in a Nutshell?](https://birdviewpsa.com/blog/the-role-of-a-project-manager-in-a-nutshell/): Curious about the role of a project manager in a nutshell? The five key areas a project manager focuses on.
- [What to Do When a Project Fails, According to J.K. Rowling](https://birdviewpsa.com/blog/what-to-do-when-a-project-fails-according-to-j-k-rowling/): As a project manager, learn what to do when a project fails by taking insight from J.K. Rowling's 2008 Harvard commencement speech.
- [Guest Post: Top 10 Project Management Challenges](https://birdviewpsa.com/blog/guest-post-top-10-project-management-challenges/): Today's guest post describes the top 10 project management challenges that project managers are likely to face.
- [Are Good Project Managers Born or Made?](https://birdviewpsa.com/blog/are-good-project-managers-born-or-made/): Are good project managers born or made? Read and find out!
- [Calculate Earned Value Analysis (EVA) to Finish Projects On Time and Budget](https://birdviewpsa.com/blog/calculate-earned-value-analysis/): Take the guesswork out of project progress evaluations. Learn to calculate Earned Value Analysis (EVA) to keep your projects on time and budget.
- [Easy Ways to Manage Approval Workflow](https://birdviewpsa.com/blog/easy-ways-to-manage-approval-workflow-with-easy-projects/): Learn about the three easy ways to manage approval workflow with Birdview PSA' project management software.
- [Benefits of On-Premise Project Management Software](https://birdviewpsa.com/blog/benefits-of-on-premise-software/): Hosting your software on-premise still holds some key advantages over cloud-based software. Learn about 3 top benefits of in-house products.
- [How Team Building can actually ruin your team](https://birdviewpsa.com/blog/how-team-building-can-actually-ruin-your-team/): My wife and I had our good friends over for dinner. We started talking about the differences between working for small businesses and large corporations...
- [Parkinson's Law: The Secret to Project Management Success](https://birdviewpsa.com/blog/parkinsons-law-the-secret-to-project-management-success/): The time management/productivity hack all project managers need to know is Parkinson's Law. Parkinson's Law states that work expands to fill the time
- [Why project managers should never rely on their memory](https://birdviewpsa.com/blog/why-you-should-never-rely-on-your-memory/): Project managers have a reputation for being intelligent, capable people—amongst ourselves, anyway. We usually have a solid grasp of the organizational and social skills necessary to get projects done. ...
- [The Art of Taking Notes](https://birdviewpsa.com/blog/the-art-of-taking-notes/): The most important aspects will have to be recorded, either for your use or for dissemination to the rest of your team
- [How to Manage a Large Hiring Project](https://birdviewpsa.com/blog/how-to-manage-a-large-hiring-project/): The hiring process can run more smoothly and produce better results than how things may be traditionally done when it comes to hiring many people.
- [How to Transfer a Project In-house](https://birdviewpsa.com/blog/how-to-transfer-a-project-in-house/): We’ve already discussed tips for taking over a project (in two different scenarios), but you may eventually be asked to hand a project over to someone else. In this ...
- [Resource availability in project management: definition and benefits](https://birdviewpsa.com/blog/competing-for-resources/): Explore the concept of resource availability in project management, how to track and calculate it, and how to keep your projects on course.
- [How to Improve Employee Performance Evaluation Criteria - Guest Post](https://birdviewpsa.com/blog/employee-performance-evaluation/): Though it’s obvious, if you talk about 100% accuracy in measuring goals, nothing can guarantee you plentiful precision.
- [Using the Pareto Principle in Project Management](https://birdviewpsa.com/blog/pareto-principle-in-project-management/): How to use the Pareto Principle in project management which states that in many situations 80% of the effects come from 20% of the causes.
- [Explaining Project Management to Outsiders](https://birdviewpsa.com/blog/explaining-project-management/): The holidays are coming up, which means parties and reunions where you’ll be meeting new people who want to know what you do. Except, the role of a project ...
- [What to Do When You've Been Dumped into a Sinking Project](https://birdviewpsa.com/blog/managing-a-sinking-project/): Picture this: you've just been hired at a new company, or have already worked there for several years. You're told...
- [4 Reasons Project Managers Should Exercise Their Writing Skills](https://birdviewpsa.com/blog/project-manager-writing-skills/): A project management role is very challenging and skill-wise. On top of all demand, why should we add writing to the list? Learn more...
- [Why Do You Need Social Skills in Project Management?](https://birdviewpsa.com/blog/social-skills-in-project-management/): Your rank means people have to automatically follow your lead anyway, so social skills are a moot point, right? No, it's wrong!
- [Top 5 best practices to improve your team time estimates](https://birdviewpsa.com/blog/5-tips-to-improve-time-estimates/): Here are some of the best practices that experienced project managers use to improve the accuracy of the estimates in their projects. Tip #1: Log your time immediately, not after the fact. At the end of the day you might not be able to remember how much time you allocated to each task.
- [Guest Post: How to Build Loyalty and Unity with Your Team Members](https://birdviewpsa.com/blog/how-to-build-loyalty-in-a-team/): When working with teams on a project, it is critical that the team is cohesive. The team must understand that each person is a part of the body and that one member of that body being affected, ultimately affects the whole.
- [How Can I Assess My Project Management Skills?](https://birdviewpsa.com/blog/how-to-assess-project-management-skills/): Project managers need a wide array of skills if they are to perform their jobs effectively. If you are going to improve, then you need to know...
- [How to track project progress effectively](https://birdviewpsa.com/blog/how-to-track-late-projects-and-tasks/): Project tracking refers to monitoring the progress of all activities and tasks in any project. Use Milestones, Track Project Health, Analyze Variances, and Communicate Transparently.
- [3 Steps to Achieving the Right Team Size for Tasks](https://birdviewpsa.com/blog/achieving-the-right-size-team/): Bild the right team size for tasks. Basic steps to building the right team to complete tasks on time and on budget
- [5 Activities for an Idle Project Manager](https://birdviewpsa.com/blog/5-activities-for-project-manager/): Project managers should focus their time on bringing added value and maximizing every minute. Here are a few suggestions on how to spend your idle time
- [4 tips on how to fight internal resistance to new project management process](https://birdviewpsa.com/blog/project-management-dealing-with-resistance-to-change/): “What should I do if I encounter resistance to a new project management process I’m introducing?” Many people will automatically resist change, especially if it is imposed upon them. ...
- [4 Tips for Getting Your Project Back on Track](https://birdviewpsa.com/blog/get-project-on-track/): The project will run the risk of missing the deadline. The project manager must take drastic steps to get the project back on track.
- [5 Effective Project Management Methodologies and When to Use Them](https://birdviewpsa.com/blog/project-management-methodologies/): If you want to make your projects flow faster and with less wasted effort, there are a variety of project management methodologies you can use.
- [Project Management Software Requirements: How to Get the Best Return on your Investment](https://birdviewpsa.com/blog/project-management-software-requirements/): Project Management software can be a hefty investment for a company on a budget. All truly effective project management software will work towards giving a PM two things: time, and communication.
- [Project Management: How to Deal with Difficult People](https://birdviewpsa.com/blog/project-management-how-to-deal-with-difficult-people/): Many project management surprise that one of the greatest hurdles is learning how to deal with a seemingly inconsiderate client
- [Project Management 101: Project Scope](https://birdviewpsa.com/blog/project-management-101-project-scope/): Managing scope is about how project managers get through their projects. If it is done well, impacts on timeline, quality and budget will be clear at the time scope changes are requested. If scope is not managed, scope creep will occur, a thing you want least of all in terms of project success.
- [Project Management 101: why use Estimated Hours?](https://birdviewpsa.com/blog/project-management-101-why-use-estimated-hours/): Actual Hours – the real amount of time it took to finish that task or project.
- [How to plan your project backwards from a deadline](https://birdviewpsa.com/blog/how-to-plan-your-project-backwards-from-a-deadline/): Sometimes you know when your project is supposed to be completed and need to work backwards to decide when you should start it. This is where dependencies come in handy. Dependencies are used when work on a set of tasks must be completed in specific order. E.g. if your project is to build a website, design comes first.
- [Project Management 101: Why would we use Parent/Child Activities?](https://birdviewpsa.com/blog/project-management-101-why-would-we-use-parentchild-activities/): When you’re creating an activity you have to choose its parent task. Learn why you need parent/child activities.
- [New RESTful API is available](https://birdviewpsa.com/blog/new-restful-api-is-available/): We are happy to announce the release of a brand new version of Easy Projects API (Application Programming Interface).
- [How to measure ROI for collaboration?](https://birdviewpsa.com/blog/how-to-measure-roi-for-collaboration/): So, what do you do first? The answer is simple: it doesn’t matter, as long as you analyze and track your results. Only then you’ll know what works for you better and which action brings the highest yields.
- [A Look Back: My Personal Project Management Experience](https://birdviewpsa.com/blog/a-look-back-my-personal-project-management-experience/): It's not hard to gain project management experience these days. Life is a giant project and the best managers make it a successful one.
- [Project Leader vs. Project Manager: Descriptions, Responsibilities and Differences](https://birdviewpsa.com/blog/who-is-a-project-leader/): While the terms Project Leader and Project Manager are often used interchangeably, they can imply different roles and responsibilities.
- [Project Management 101: What is Project Scope?](https://birdviewpsa.com/blog/what-is-project-scope/): Project scope definition and how to avoid project scope creep.
## Podcasts
- [Getting Out of the Output Trap: A 4-Step Action Plan to Outcome-Based Thinking](https://birdviewpsa.com/podcasts/4-step-action-plan-to-outcome-based-thinking/): Discover the four-step action plan to avoid the output trap and focus on outcomes, which can be applied to any area, such as workflows in the company or marketing strategy
- [Dangers of Adopting Software without a Proper Implementation Strategy](https://birdviewpsa.com/podcasts/dangers-of-adopting-software-without-a-proper-implementation-strategy/): Discover how organizations can avoid making common mistakes during the implementation process and get maximum value from the new tool.
- [Success Story: How Hatch LTK Implemented Birdview PSA (formerly Easy Projects)](https://birdviewpsa.com/podcasts/success-story-how-hatch-ltk-implemented-birdview-psa/): Learn how you can introduce new technologies to your team to minimize risks and streamline operations and how Birdview PSA can become a single source of truth for your organization’s resources, finances, and projects.
- [Innovation 101: How to Foster Right Changes in Your Organization](https://birdviewpsa.com/podcasts/innovation-101-how-to-foster-right-changes-in-your-organization/): Discover what strategies and approaches to use to drive innovation inside your organization.
- [The Danger of Trying to Do Everything In-House: Why Businesses Need Experts](https://birdviewpsa.com/podcasts/why-businesses-need-experts/): Listen to our podcast and learn the dangers of always trying to do everything in-house without the use of a qualified expert to guide you.
- [Ensuring Your Project’s Success: Best Techniques Shared by a PMO Professional](https://birdviewpsa.com/podcasts/ensuring-your-projects-success/): Listen to our podcast and learn how to build up your project’s success from the start.
- [Designing a Better Hiring Process: Mistakes to Avoid and Steps to Take](https://birdviewpsa.com/podcasts/designing-a-better-hiring-process-mistakes-to-avoid-and-steps-to-take/): Listen to this podcast and learn why it's time to review your hiring process for the benefit out your business and the candidates.
- [Project Manager 101: Why You Should Let Your PMs Lead with Their Superpowers](https://birdviewpsa.com/podcasts/project-manager-101-why-you-should-let-your-pms-lead-with-their-superpowers/): Listen to this podcast and learn about the value that great project managers bring to their team and organization.
- [Digital Transformation: How to Make It Work](https://birdviewpsa.com/podcasts/digital-transformation-how-to-make-it-work/): Listen to this podcast to learn about the importance of digital transformation and common mistakes organizations make when digitizing their businesses.
- [Moving Past Band-Aid Solutions: The Importance of Scaling Processes](https://birdviewpsa.com/podcasts/moving-past-band-aid-solutions-the-importance-of-scaling-processes/): Listen to this podcast to learn how to get rid of temporary solutions in your business and scale up processes.
- [How Do We Ask the Right Questions to Change the Status Quo](https://birdviewpsa.com/podcasts/how-do-we-ask-the-right-questions-to-change-the-status-quo/): Listen to podcast and learn how businesses can get out of their comfort zone and not get stuck in the status quo.
- [Why Are 75% of PMOs Disbanded within Three Years?](https://birdviewpsa.com/podcasts/why-are-75-of-pmos-disbanded-within-three-years/): A business podcast on effective PMO and its metrics. Learn how to create a customer-centric company.
- [Why Companies Must Continue to Update their Value Proposition](https://birdviewpsa.com/podcasts/why-companies-must-continue-to-update/): What does value mean to a business, and why is it so important to increase it? Why do some people build an empire and others go bankrupt? It's all in our podcast.
- [Business as an Ecosystem: Thinking Beyond Buyers and Sellers](https://birdviewpsa.com/podcasts/business-as-an-ecosystem/): As business becomes more of an ecosystem, we must look past traditional roles of “buyers and sellers.” What strategies can we use to build better business relationships?
- [Digging Out the Data: A Case for Measurement as a Core Company Value](https://birdviewpsa.com/podcasts/digging-out-the-data/): In a business culture that demands speed and urgency, is a case to be made for using data to make the right decisions?
- [Introducing... When Spreadsheets Hit the Fan](https://birdviewpsa.com/podcasts/introducing/): Welcome to When Spreadsheets Hit the Fan, a Birdview podcast. This is a show for leaders in fast-growing professional services organizations looking for the latest conversations around Service Delivery best practices.
## Resources
- [Mastering financial forecasting: A strategic approach for professional service firms](https://birdviewpsa.com/resources/whitepaper/strategic-approach-for-professional-services-firms/): In the professional services sector, the importance of accurate financial forecasting cannot be overstated. This sector characteristically operates on thin margins and is vulnerable to swift changes in resource requirements and project timelines.
- [How streamlining the quote-to-cash process can save $300,000 per year](https://birdviewpsa.com/resources/whitepaper/how-streamlining-the-quote-to-cash-process-can-save-300000-per-year/): Get practical insights for engineering and consulting firms, outlining common challenges and offering solutions to enhance profitability.
- [Calculating and managing resource utilization in professional services firms](https://birdviewpsa.com/resources/ebook/calculating-and-managing-resource-utilization-in-professional-services-firms/): Discover valuable insights and practical guidance on calculating and managing resource utilization in professional services organizations.
- [How tool consolidation reduces inefficient in professional services organizations](https://birdviewpsa.com/resources/whitepaper/how-tool-consolidation-reduces-inefficiencies/): Discover how consolidating your tools can significantly reduce inefficiencies in your workflow. Dive into Birdview's comprehensive e-book collection to gain valuable insights and strategies for streamlining your processes and maximizing productivity. Uncover the power of tool consolidation today!
- [5 resource management strategies to ride out the economic downturn](https://birdviewpsa.com/resources/whitepaper/5-resource-management-strategies-to-ride-out-the-economic-downturn/): In our own research, conducted among our clients and the best performers in the professional services industry we’ve identified the following five strategies that should help you steer your corporate ship clear of rocks and shallows of economic downturn.
- [10+ examples of resource management reports for delivery, project and resource managers](https://birdviewpsa.com/resources/ebook/10-examples-of-resource-management-reports/): Explore a wealth of practical examples and insights in our e-book. Enhance your skills and discover effective techniques for optimizing resource allocation and achieving project success.
- [How to run a project management software pilot within enterprise team](https://birdviewpsa.com/resources/whitepaper/how-to-run-a-project-management-software-pilot-within-enterprise-teams/): Discover the essential guide to running a successful project management software pilot within enterprise teams. Birdview's comprehensive e-book collection provides valuable insights, best practices, and practical tips for implementing and evaluating project management software.
- [How to run a project management software pilot within a small business](https://birdviewpsa.com/resources/whitepaper/how-to-run-a-project-management-software-pilot-within-a-small-business/): Unlock the secrets to running a seamless project management software pilot within your small business with Birdview PSA
- [The ultimate guide to project finances](https://birdviewpsa.com/resources/ebook/the-ultimate-guide-to-project-finances/): Equip yourself with the ultimate guide to project finances and gain a comprehensive understanding of key concepts, formulas, and real-life examples. This invaluable resource will empower you to make informed financial decisions, ensuring the overall health and success of your projects. Master the art of managing project finances and secure a strong financial foundation.
- [Practical guide to painless business software implementations](https://birdviewpsa.com/resources/ebook/practical-guide-to-painless-business-software-implementations/): Discover the practical guide to painless business software implementations in our insightful whitepaper
- [Beginner’s guide to Kanban](https://birdviewpsa.com/resources/ebook/kanban/): Embark on your journey into Kanban project management with our comprehensive beginner's guide. Gain a solid foundation in Kanban principles, methodologies, and best practices. Unlock the power of visual workflows, efficient task management, and continuous improvement.
- [Top 5 mistakes during project management software implementation](https://birdviewpsa.com/resources/whitepaper/top-5-mistakes-during-project-management-software-implementation/): Avoid the top 5 mistakes during project management software implementation with our insightful guide. Learn from common pitfalls and challenges faced during the implementation process. Gain valuable tips and strategies to ensure a smooth and successful transition.
- [Remote teams: 9 best practices](https://birdviewpsa.com/resources/whitepaper/remote-teams-9-best-practices/): Uncover the 9 best practices for running a project management software pilot specifically designed for remote teams. In this informative whitepaper, we present our research-backed insights to help you optimize your remote team's project management processes.
- [How to gain executive sponsorship for new project management](https://birdviewpsa.com/resources/whitepaper/how-to-gain-executive-sponsorship-for-new-project-management/): Discover the secrets to gaining executive sponsorship and learn proven strategies to successfully influence change within your organization and secure the support of key decision-makers.
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# Detailed Content
## Pages
### Fast and Accurate Project Cost and Budget Estimation
> Estimate project costs and billable revenue instantly based on hours, rates, and the billing model of your choice.
- Published: 2025-04-24
- Modified: 2025-04-24
- URL: https://birdviewpsa.com/uses/project-estimantion/
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### Birdview Project Management
> Birdview Project Management software streamlines complex projects with powerful tools for workflow automation, resource allocation, and team collaboration
- Published: 2025-04-23
- Modified: 2025-04-23
- URL: https://birdviewpsa.com/birdview-pm/
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### Project Management Software for Europe
> Birdview PSA is Canadian end-to-end project management software. Plan projects, allocate resources, track budgets, and boost team efficiency
- Published: 2025-04-15
- Modified: 2025-04-15
- URL: https://birdviewpsa.com/eu-project-management-software/
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### Seamless handoff from sales to implementation
> Streamline your project intake process and shorten your sales cycle with Birdview PSA to start delivering services faster
- Published: 2025-04-08
- Modified: 2025-04-08
- URL: https://birdviewpsa.com/uses/handoff-from-sales-to-implementation/
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### Uses
- Published: 2025-04-08
- Modified: 2025-04-08
- URL: https://birdviewpsa.com/uses/
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### How Intrahealth optimized resource planning with Birdview PSA
> Discover how a healthcare software company successfully transitioned to a scalable, comprehensive project and resource management solution with Birdview PSA
- Published: 2025-03-07
- Modified: 2025-03-07
- URL: https://birdviewpsa.com/client-case-studies/intrahealth/
“Birdview has given us the outcome we were looking for in terms of having one place to see utilization, resource planning, and time tracking across the organization."
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### Canadian Project Management Software
> Manage projects, resources, and financials with a scalable and secure solution for businesses of all sizes.
- Published: 2025-02-18
- Modified: 2025-02-18
- URL: https://birdviewpsa.com/canadian-project-management-software/
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### PM Software for Onboarding & Implementation Teams
> Streamline every step of client onboarding and implementation, optimize resource allocation, and deliver exceptional outcomes—all in one intuitive platform
- Published: 2025-02-18
- Modified: 2025-04-08
- URL: https://birdviewpsa.com/solutions/onboarding-implementation-software/
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### PDF First 90 days blueprint for new leaders in Professional Services
> Whether you’re a newly appointed VP or Director, the first 90 days are a pivotal period that can set the tone for your success and the trajectory of your team
- Published: 2025-01-30
- Modified: 2025-01-30
- URL: https://birdviewpsa.com/blueprint-for-new-ps-leaders-pdf/
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### First 90 days blueprint for new leaders in Professional Services
> Whether you’re a newly appointed VP or Director, the first 90 days are a pivotal period that can set the tone for your success and the trajectory of your team
- Published: 2025-01-30
- Modified: 2025-01-30
- URL: https://birdviewpsa.com/blueprint-for-new-ps-leaders/
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### Invoicing Software for Professional Services
> Birdview PSA automates client project billing methods, from time spent and expenses incurred to fixed-fee projects, optimizes invoicing, and speeds up payments
- Published: 2025-01-07
- Modified: 2025-01-07
- URL: https://birdviewpsa.com/software/billing-and-invoicing/
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### Karen Garlinger
- Published: 2024-11-04
- Modified: 2024-11-04
- URL: https://birdviewpsa.com/all-client-testimonials/karen-garlinger/
As a project manager overseeing more than 700 projects a year, this tool is essential for prioritizing our workload. Our previous system didn't allow us to shift dates, run reports, or customize tasks that work for our team. Our organization has been using BV since 2017, and I couldn't imagine using another project management system. It has increased our productivity and communication. There is nothing negative I can say about BV. I love that BV is always looking for input and ways to improve their system based on how their customers use the product. We considered Salesforce Sales Cloud, but chose Birdview. This was a great value that served all of our needs.
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### PSA software vs Project Management software: differences and similarities
> 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: 2024-10-28
- URL: https://birdviewpsa.com/psa-guide/psa-software-vs-project-management-software/
Navigating the decision between Professional Services Automation (PSA) software and Project Management (PM) software can feel overwhelming, especially when you're aiming to boost efficiency and streamline operations in your business. In this guide, we understand that your choice of software is not just a technical decision—it's a strategic one that directly impacts the success of your projects and the satisfaction of your clients. We'll explore the core functionalities, ideal use cases, and distinct benefits of both PSA and PM software to help you pinpoint the solution that best fits your unique business needs. Whether you lead a bustling start-up, steer the growth of a mid-sized enterprise, or oversee operations in a large corporation, this article will arm you with the knowledge to make an informed decision that enhances your team's performance and drives your business forward. What is PSA software? Professional Services Automation (PSA) software offers a comprehensive set of tools tailored to streamline core business processes for service-oriented companies. This unified platform efficiently brings together essential functions such as project management, resource distribution, time tracking, billing, and client relations management. By integrating these key areas into one central system,PSA softwarenot only simplifies daily workflows but also boosts the overall efficiency of the organization. Who is PSA software perfect for? PSA software is particularly beneficial for professional services firms. This includes organizations such as consulting agencies, IT service providers, architectural firms, and law offices—essentially any business where billable services and client projects are the norms. These industries often juggle multiple...
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### Anniversery
> Join Birdview in celebrating 20 years of project management excellence! Discover our journey, enjoy exclusive discounts, and hear from our CEO.
- Published: 2024-10-01
- Modified: 2024-10-01
- URL: https://birdviewpsa.com/20th-anniversary/
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### Adtalem increased its team productivity with Birdview
> Discover how, after adopting Birdview, Adtalem Global Education experienced significant improvements in project management efficiency and overall productivity.
- Published: 2024-10-01
- Modified: 2024-10-01
- URL: https://birdviewpsa.com/client-case-studies/adtalem/
"The one thing I like from an admin and technical standpoint is Birdview keeps improving their products, and they also listen to feedback and implement it, which is a rare thing to have in a vendor. The support and responsiveness, and just your listening to what we have to say and working with us on getting things organized and implemented when we need something, is remarkable."
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### Resource planning
> Dive into best practices, common pitfalls, and effective strategies for resource planning.
- Published: 2024-09-27
- Modified: 2024-10-28
- URL: https://birdviewpsa.com/resource-management-guide/resource-planning/
Throughout our careers, we’ve learned that resource planning isn’t just about scheduling people to tasks—it’s about strategically using every resource available to ensure a project’s success. Whether you're working with a small team or managing a large portfolio of projects, resource planning can make all the difference between smooth sailing and constant chaos. Everything in this guide is based on our experience of providing companies with the most effective resource planning tools and mechanisms. We've helped businesses across various industries streamline their planning processes and avoid costly pitfalls. Without a solid resource plan, you risk overspending, exhausting your team, or failing to meet your project milestones. But with the right planning approach, you can ensure your project stays on track, your resources are well-utilized, and your team remains productive and motivated. We’ll dive into best practices, common pitfalls, and effective strategies for resource planning. Our goal is to help you understand not only how to plan your resources but also why it’s so critical. What is resource planning? Understanding the basics: what is resource planning? At its core, resource planning is the process of identifying, organizing, and allocating the resources—such as people, tools, materials, and budgets—needed to complete a project. It ensures that the right resources are available at the right time to meet project deadlines and goals. But beyond just knowing who’s working on what, resource planning answers essential questions like: What resources do we need? When do we need them? Who is best suited for each task? How...
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### Project cost estimation guide: methods and examples
> We will walk you through various project cost estimation methods, examples, common pitfalls, and best practices to set you up for success.
- Published: 2024-09-25
- Modified: 2024-10-01
- URL: https://birdviewpsa.com/project-finance-guide/project-cost-estimation-guide/
When managing a project, one of the biggest concerns for any project manager or business owner is ensuring that the project stays within budget. Achieving this requires accurate project cost estimation—a process that helps determine the total funds necessary to complete a project successfully. But how can you ensure your cost estimates are accurate, especially with the many unpredictable elements that can arise? We will walk you through various project cost estimation methods, common pitfalls, and best practices to set you up for success. What is project cost estimation? Project cost estimation infinancial managementis the process of predicting the total financial resources required to complete a project within scope and on time. This process includes calculating direct and indirect costs, anticipating potential risks, and setting aside reserves for unforeseen expenses. Whether you’re planning a construction project, software development, or any other project, an accurate cost estimate can be the difference between a smoothly executed project and one that falls apart due to financial strain. Why accurate project cost estimation is crucial? Inaccurate cost estimates can cause a project to run out of funds, which may lead to delays, rework, or even project failure. By ensuring you have an accurate cost estimate, you can avoid budget overruns, ensure stakeholder satisfaction, and increase the likelihood of project success. Moreover, precise estimation builds trust with stakeholders and sets realistic expectations from the start. However, achieving accurate project cost estimation isn't easy. It often requires an in-depth understanding of the project’s scope, careful planning,...
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### Resource planning templates: definition, benefits, examples
> Measure and optimize your business's resource management performance with our guide to resource management metrics and KPIs. Discover best practices, tools, and strategies for effective resource tracking and analysis.
- Published: 2024-09-13
- Modified: 2024-10-22
- URL: https://birdviewpsa.com/resource-management-guide/resource-planning-templates/
Managing resources can be one of the trickiest parts of any project. Whether you're struggling to allocate team members, running into budget overruns, or simply feeling overwhelmed by a lack of organization, resource challenges can derail even the best-laid plans. That’s where a resource planning template comes in handy. It’s like a roadmap for your resources, helping you track who, what, and how much you need to get the job done smoothly. With a solid resource plan in place, you can sidestep common pitfalls, ensuring your project runs on time and within budget. What is a resource planning template? A resource planning template is a tool designed to help you organize and allocate the resources needed for your project. Think of it as a central hub that brings together everything—people, tools, time, and budget—into one easy-to-read format. Instead of juggling scattered details, the template allows you to track what’s needed at each stage of the project, from beginning to end. For example, let’s say you’re leading a project that requires a graphic designer, a developer, and specific software. A resource planning template helps you figure out when you’ll need those resources, how long you’ll need them, and how to ensure you’re not overspending on them. It’s not just about knowing what you need—it’s about knowing when and how to use it effectively. Resource Utilization measures the percentage of time a resource is working on project-related tasks. Low utilization rates may indicate underutilization, while high utilization rates can result in burnout...
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### Home page test
> Birdview PSA is a software designed to improve the management of internal and client projects, optimize resource utilization, and increase productivity
- Published: 2024-09-13
- Modified: 2024-12-19
- URL: https://birdviewpsa.com/home/
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### Advanced Project Time Tracking Software
> Streamline workflows with Birdview's advanced project time tracker. Ensure accuracy in billing and enhance productivity with flexible tracking options
- Published: 2024-06-12
- Modified: 2024-06-12
- URL: https://birdviewpsa.com/software/time-tracking/
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### Ahau Software
> Organize your work in Outlook, Adobe Creative Cloud, and other apps to access all the essential data without the need to switch between tools.
- Published: 2024-04-08
- Modified: 2024-04-09
- URL: https://birdviewpsa.com/company/partner-ahau/
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### Birdview Development Partnership Program for Individuals and Organizations
> Partner with Birdview to develop apps that seamlessly integrate, join our network, and reach thousands of new customers for exponential growth.
- Published: 2024-04-08
- Modified: 2024-04-08
- URL: https://birdviewpsa.com/company/development-partners/
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### Birdview Zapier Integrations
> Connect Birdview with other tools your team uses, like Salesforce, Google Calendar, and Slack, without writing a single line of code.
- Published: 2024-04-08
- Modified: 2024-04-08
- URL: https://birdviewpsa.com/integrations/zapier/
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### What is project management
> Explore all project management principles from basics to advanced techniques. Discover strategies and tools suitable for project managers.
- Published: 2024-03-25
- Modified: 2025-04-09
- URL: https://birdviewpsa.com/project-management-guide/project-management/
If you're looking to manage projects, understanding the nuances of project management is critical to completing projects on time and within budget. But what exactly does project management involve? What are its stages, key methods, and practices? How can you choose the right project management software that best suits your needs? Our comprehensive guide to project management will help you answer these questions and teach you how to successfully manage a project. What is a project? A project is a unique task that has a beginning and an end. It is undertaken to create something new or achieve a specific goal, such as constructing a building, developing a new software product, or organizing a team meeting. Projects differ from routine work in that they have a definitive endpoint. Projects require a skilled team that can plan and execute the work, utilizing a range of skills and tools to complete it. What is project management? Project management is the planning, organizing, and managing of a project to achieve its objectives. It begins with setting clear goals and then devising a plan to meet them. This involves determining the scope of work, the budget, and the timeline. It is crucial to outline the tasks to be completed, assign responsibilities, and set deadlines. Project managers monitor progress to ensure that the project stays on schedule, within budget, and meets its deadlines. Project managers are responsible for guiding all phases of the project management life cycle to completion and addressing any challenges that emerge...
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### Microsoft 365 Integrations with Birdview
> Unlock the full potential of your workflow with Birdview and Microsoft 365 integrations, from real-time collaboration to efficient file management.
- Published: 2024-03-25
- Modified: 2024-03-25
- URL: https://birdviewpsa.com/integrations/ms-office/
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### On-premise Deployment of Project Management Software
> Project Management Software Birdview PSA’s on-premise deployment offers the perfect blend of flexibility, security, and performance, for full control of your data.
- Published: 2024-03-15
- Modified: 2024-03-15
- URL: https://birdviewpsa.com/on-premise-deployment/
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### ServiceNow
> Discover ServiceNow integration with Birdview’s project management software, designed to transform your Birdview projects and activities into ServiceNow change requests and tasks.
- Published: 2024-03-13
- Modified: 2024-03-13
- URL: https://birdviewpsa.com/integrations/servicenow/
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### MRWA reduced their project planning time by 75% with Birdview
> Discover how a non-profit trade association dedicated to providing support to water and wastewater systems reduced their project planning time by 75% with Birdview.
- Published: 2024-03-08
- Modified: 2024-03-08
- URL: https://birdviewpsa.com/client-case-studies/maine-rural-water-association/
“With Birdview, the time tracking became seamless. Before, I was entering information into three different places, which left too much room for errors. Birdview's integration meant I could see everything in one place, significantly reducing the chances of mistakes."
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### Automate Workflows to Enhance Productivity
> Birdview Automation enhances productivity by connecting and automating your business workflows across applications.
- Published: 2024-02-27
- Modified: 2024-02-27
- URL: https://birdviewpsa.com/integrations/workflow-automation/
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### PSA Software Implementation: A Practical Guide for Service Organizations
> This guide outlines the key steps and practical tips to help you implement PSA software effectively and get lasting value from your investment.
- Published: 2024-02-02
- Modified: 2025-04-14
- URL: https://birdviewpsa.com/psa-guide/how-to-implement-professional-services-automation-software/
Implementing Professional Services Automation (PSA) software is a big task for any organization. According to XaaS Journal, "PSA functionality has never been more important than it is now". To make sure it goes well and brings the most benefits, you need to follow some best practices. In this guide, we'll look at key tips for implementing PSA software. We'll talk about why these tips are important, point out common mistakes to steer clear of, and highlight the benefits they can bring to your organization. A Guide for Successful PSA Software Implementation Implementing Professional Services Automation (PSA) software is an important step that can significantly improve how service businesses manage their projects, teams, time, and budgets. But choosing the right software isn’t enough on its own. A successful implementation also requires careful planning, clear communication, and a step-by-step rollout that fits your business goals. What Is PSA Software for Service-Based Businesses? Answering the question “What is Professional Services Automation (PSA) software? ” It is a specialized category of business tools designed to help service organizations manage their operations more efficiently. PSA software consolidates key functions such as project planning, resource allocation, time tracking, invoicing, and reporting into a single platform—reducing manual work and improving overall visibility. PSA software is particularly valuable for companies that deliver client-focused services across industries such as consulting, IT services, engineering, architecture, legal services, marketing and advertising, creative agencies, financial services, and business process outsourcing (BPO). PSA Software for Onboarding & Implementation helps service organizations streamline client...
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### The complete guide to Professional Services Automation (PSA) software
> Professional services automation (PSA) is a way companies that provide services can make their work more organized and efficient.
- Published: 2024-01-29
- Modified: 2025-04-09
- URL: https://birdviewpsa.com/psa-guide/what-is-professional-services-automation-software/
Professional services automation (PSA) is a way companies that provide services can make their work more organized and efficient. It uses several smart ways to keep projects on track, use people and resources wisely, manage money carefully, and keep all people informed with real-time updates. Grand View Researchreports that the global PSA software market size reached $11. 52 billion back in 2023, and it is also projected that it will grow at 11. 9% between 2024 and 2030. Consider PSA as being a total plan that helps everyone grasp just what to do, what time they have, and how funds are in the process of being spent. This guide introduces manyPSA softwareand provides several tools for organizations in the evaluation of one end-to-end solution designed for optimizing service delivery. What is Professional Services Automation (PSA)? What is Professional Services Automation (PSA)? At the core of PSA is the idea of one central system or plan that everyone follows. This links to things such as scheduling, task tracking, resource assignments, time management, budgets, and billing. When all things are at one site, plus clear, then you can choose wise, perceptive actions. The central goal of PSA Software is to aid the company to run as a well-oiled machine—completing several projects faster, improving on results, increasing on profits, as well as keeping clients happy. In principle, PSA can help certain service firms perform good work in their professional services lifecycle. Benefits of professional services automationBenefits of implementing professional services automationUnderstanding thebenefits of...
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### PSA Guide
- Published: 2024-01-29
- Modified: 2024-01-29
- URL: https://birdviewpsa.com/psa-guide/
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### Birdview Pricing
> Discover what plans and user licenses Birdview offers to support various needs and use cases of your organization.
- Published: 2024-01-23
- Modified: 2024-01-23
- URL: https://birdviewpsa.com/pricing/
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### OneDrive
> Use OneDrive integration for Birdview to streamline your document management process and enhance collaboration on crucial files with your team.
- Published: 2023-12-19
- Modified: 2023-12-19
- URL: https://birdviewpsa.com/integrations/onedrive/
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### Arizona Liver Health Cuts Project Planning Time by 50% with Birdview
> Discover how a medical practice and research institute specializing in liver health witnessed a 50% reduction in planning and execution time for projects.
- Published: 2023-11-17
- Modified: 2023-11-17
- URL: https://birdviewpsa.com/client-case-studies/arizona-liver-health/
"Birdview PSA has been a game changer for our organization. What I love the most is its ability to promote collaboration across all departments, allowing us to showcase one of our core values: collaboration. It's truly satisfying to see teams from different locations and roles working together seamlessly on the same project, enhancing our operational excellence."
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### Birdview PSA Pricing
> Discover what plans and user licenses Birdview PSA offers to support various needs and use cases of your organization.
- Published: 2023-10-31
- Modified: 2024-01-23
- URL: https://birdviewpsa.com/professional-services/pricing/
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### Birdview Project Pricing
> Discover what plans and user licenses Birdview Project Management offers to support various needs and use cases of your organization.
- Published: 2023-10-31
- Modified: 2024-01-23
- URL: https://birdviewpsa.com/project-management/pricing/
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### Birdview Project Management
> Birdview Project Management software streamlines complex projects with powerful tools for workflow automation, resource allocation, and team collaboration
- Published: 2023-10-31
- Modified: 2025-03-18
- URL: https://birdviewpsa.com/project-management/
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### SharePoint Integration for Project and Document Management | Birdview
> Use SharePoint integration for Birdview to simplify the document management process and collaborate on important files with your team.
- Published: 2023-10-24
- Modified: 2023-10-24
- URL: https://birdviewpsa.com/integrations/sharepoint/
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### RBC Achieves 130% Revenue Increase Since Adopting Birdview
> Discover how a medical device manufacturer achieved 130% revenue increase and a 20% increase in on-budget project completion since adopting Birdview.
- Published: 2023-10-17
- Modified: 2023-11-17
- URL: https://birdviewpsa.com/client-case-studies/rbc-medical-innovations/
"Birdview has been a game-changer for us. It provides a better user interface for time reporting, streamlining our processes.
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### 25% Increase in the Work Capacity of Nommon’s Engineering Team
> Discover how Birdview PSA provided Nommon with a suite of solutions tailored to their unique needs and improved decision-making, streamlined processes, and enhanced team collaboration.
- Published: 2023-10-02
- Modified: 2023-10-02
- URL: https://birdviewpsa.com/client-case-studies/nommon/
“The most important outcome from Birdview PSA is happier resources. We can measure and award quality of the work which helps teams stay motivated as they feel their efforts are recognized and appreciated.”
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### Oil and Gas Project Management Software
> Birdview’s oil and gas project and resource management software empowers professionals to optimize workflows, maintain complete oversight of projects, and propel industry growth
- Published: 2023-09-14
- Modified: 2023-09-14
- URL: https://birdviewpsa.com/solutions/oil-and-gas-project-management/
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### Templates
> Access a variety of project plan templates for engineering, IT and business consulting projects. Enhance strategies, streamline processes, and drive organizational success using Birdview or Excel templates
- Published: 2023-08-23
- Modified: 2023-08-30
- URL: https://birdviewpsa.com/templates/
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### QuickBooks Integration for Birdview PSA
> Discover QuickBooks integration with a project management software, designed to seamlessly transfer time logs from Birdview PSA to QuickBooks.
- Published: 2023-08-15
- Modified: 2023-08-15
- URL: https://birdviewpsa.com/integrations/quickbooks/
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### QuickBooks Disconnected
> Online Project management software tool for managing & tracking projects & tasks online. Birdview PSA makes project management & team collaboration straightforward and hassle-free. Simple and easy project management system
- Published: 2023-08-15
- Modified: 2023-08-15
- URL: https://birdviewpsa.com/integrations/quickbooks-integration-disconnected/
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### Manage Apps
- Published: 2023-08-01
- Modified: 2023-08-01
- URL: https://birdviewpsa.com/integrations/manageapps/
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### Resource Scheduling Software
> Achieve tactical resource management excellence with Birdview PSA. Streamline team workload and ensure accurate resource allocation.
- Published: 2023-07-27
- Modified: 2023-07-27
- URL: https://birdviewpsa.com/software/resource-scheduling-software/
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### Achieving a 15% Increase in On-Budget and On-Schedule Completion with Birdview PSA
> Discover how an IT consulting firm achieved 10% time savings on project initiation and planning and 20% on project execution and built trust with their clients using Birdview PSA.
- Published: 2023-07-24
- Modified: 2023-07-24
- URL: https://birdviewpsa.com/client-case-studies/boomdata/
With Birdview PSA, every consultant is using the same system, which adds more discipline to our approach to projects.
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### Reseller Program
> Our goal is to help more teams get the results they need in order to grow. You can help by sharing the contact details for any other internal departments or external colleagues that might benefit from implementing Birdview PSA.
- Published: 2023-07-12
- Modified: 2023-07-12
- URL: https://birdviewpsa.com/company/reseller-program/
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### Affiliate Program
> Our goal is to help more teams get the results they need in order to grow. You can help by sharing the contact details for any other internal departments or external colleagues that might benefit from implementing Birdview PSA.
- Published: 2023-07-12
- Modified: 2023-07-12
- URL: https://birdviewpsa.com/company/affiliate-program/
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### How Birdview PSA Boosted Project Initiation Speed by 90% for a Global Workplace Solutions Company
> Discover how Birdview PSA transformed the project management practices of a global workplace solutions company by addressing challenges such as scattered project information, over-commitment, and reporting difficulties.
- Published: 2023-06-02
- Modified: 2024-10-01
- URL: https://birdviewpsa.com/client-case-studies/workplace-solutions-and-digital-services/
“With Birdview, we now have a centralized system where tasks are organized, dependencies are tracked, and progress is easily monitored.”
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### Email Signature
- Published: 2023-05-23
- Modified: 2023-05-23
- URL: https://birdviewpsa.com/email-signature/
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### How PSA Works
> From the sales process and planning to execution and client billing, Birdview PSA supports your entire service delivery process.
- Published: 2023-05-06
- Modified: 2024-08-20
- URL: https://birdviewpsa.com/how-psa-works/
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### Jira and Birdview PSA Integration | Birdview PSA
> Effortlessly manage your team's capacity, budgets, costs, and multiple projects all at once with seamless integration between Jira and Birdview PSA.
- Published: 2023-04-18
- Modified: 2023-04-18
- URL: https://birdviewpsa.com/integrations/jira/
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### Increasing Revenue by 10% Using Birdview PSA
> Discover how a chemical engineering firm decreased its high-level project planning efforts by 50% and increased revenue after switching to Birdview PSA.
- Published: 2023-04-11
- Modified: 2023-04-13
- URL: https://birdviewpsa.com/client-case-studies/c-p-systems/
“We feel like we have been able to grow alongside Birdview for an overall win-win relationship.”
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### Resource risk management
> Mitigate project risks with our guide to resource risk management. Learn about best practices, tools, and strategies for effective resource management and risk reduction.
- Published: 2023-04-10
- Modified: 2024-10-22
- URL: https://birdviewpsa.com/resource-management-guide/resource-risk-management/
Resource risk management is a crucial aspect of project management, especially in professional services organizations where resources are often limited, and the consequences of a resource shortage can be severe. Resource risk management involves identifying potential risks to resources and taking appropriate measures to mitigate them. What is resource risk management? Definition Resource risk management is the process of identifying, assessing, and mitigating risks to the availability, capacity, and capability of resources required for a project. It involves analyzing potential risks that could impact the project's resources and developing strategies to minimize their impact or prevent them from occurring altogether. Why resource risk management is important? Resource risk management is essential because it helps project managers to anticipate and address potential issues before they become major problems. By identifying and mitigating risks early in the project's lifecycle, project managers can ensure that resources are available, adequately skilled, and properly utilized throughout the project's duration. Examples of resource risksResource risks are diverse and can manifest in various ways within a project. Recognizing these risks is vital for effective resource risk management. Here are some common examples: Resource Shortages: This is perhaps the most straightforward resource risk. It occurs when there is an insufficient number of team members, equipment, or materials required to complete a project. For instance, a sudden surge in project demand without a corresponding increase in staffing can lead to resource shortages. Skills and Expertise Gaps:Sometimes, team members may lack the necessary skills or expertise to handle specific project...
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### Resource management metrics and KPIs
> Measure and optimize your business's resource management performance with our guide to resource management metrics and KPIs. Discover best practices, tools, and strategies for effective resource tracking and analysis.
- Published: 2023-04-10
- Modified: 2024-10-22
- URL: https://birdviewpsa.com/resource-management-guide/resource-management-metrics-and-kpis/
Resource managers are responsible for ensuring that their team has the necessary resources to achieve project objectives. Tracking the right metrics and KPIs can help resource managers identify potential resource bottlenecks, make data-driven decisions, and optimize resource utilization. Here are some common metrics and KPIs that resource managers can track. Resource utilization Resource Utilization measures the percentage of time a resource is working on project-related tasks. Low utilization rates may indicate underutilization, while high utilization rates can result in burnout and reduced quality. Resource utilization: (Total hours worked on project tasks / Total hours available) x 100% Where: Total hours worked on project tasks: The total number of hours the resource has worked on tasks or projects during a specific period, such as a week or a month. Total hours available: The total number of hours the resource is available to work during the same period, taking into account factors such as vacation time, sick leave, and other non-work-related activities. Billable utilization Billable utilization measures the percentage of time a resource spends on billable work. A low billable utilization rate can impact revenue, while high rates may indicate that resources are being overworked. Billable utilization: (Total hours worked on billable tasks / Total hours available) x 100% Where: Total hours worked on billable tasks: The total number of hours the resource has worked on tasks or projects that are billable to clients or customers during a specific period, such as a week or a month. Total hours available: The total number of...
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### Resource optimization
> Maximize your project's success with our guide to resource optimization in project management. Discover best practices, tools, and strategies for efficient resource management and driving project results.
- Published: 2023-04-10
- Modified: 2024-10-22
- URL: https://birdviewpsa.com/resource-management-guide/resource-optimization/
What is resource optimization? What is resource optimization in project management? Resource optimization is the process of maximizing the efficiency and effectiveness of resources, to achieve specific goals. It involves a range of activities, including workload management, resource leveling, resource balancing, resource smoothing, and others all of which are aimed at ensuring that resources are utilized in the most efficient and effective way possible. Why is resource optimization important? Resource optimization is critical to project success, as it helps to minimize costs, reduce delays, and improve overall project performance. By optimizing resources, organizations can ensure that they have the right resources available at the right time, reduce the risk of resource shortages or overages, and avoid unnecessary expenses. Additionally, optimizing resources can help organizations to increase their capacity to take on new projects, improve customer satisfaction, and ultimately, achieve greater profitability. Workload Management One of the key elements of resource optimization is workload management. Workload management involves managing the distribution of work across resources to ensure that each resource is being utilized to its maximum capacity. This can involve balancing the workload across resources, identifying areas of over or underutilization, and making adjustments as necessary to optimize resource utilization. In workload management, front-load and back-load are two concepts that refer to the timing of tasks and activities within a project. Front-load refers to the situation where certain tasks need to be completed at the beginning of the project, while back-load refers to the opposite, where efforts to complete tasks are...
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### Resource forecasting and scenario planning
> Achieve project success with our guide to resource forecasting in project management. Discover best practices, tools, and strategies for efficient resource management.
- Published: 2023-04-10
- Modified: 2024-10-22
- URL: https://birdviewpsa.com/resource-management-guide/resource-forecasting/
What is resource forecasting? Resource forecasting is the process of estimating future resource requirements based on historical data, current trends, and future demand. In business, resource forecasting is crucial for predicting future staffing needs, managing budgets, and ensuring that resources are utilized efficiently. Why is resource forecasting important? Resource forecasting is important for several reasons. It helps organizations plan for the future by ensuring they have enough resources to meet future demands. This can be especially important for businesses that have fluctuating demand, as it can be difficult to manage resources without accurate forecasting Resource forecasting helps organizations optimize resource utilization. By accurately predicting future resource needs, organizations can avoid underutilization or overutilization of resources, which can lead to wasted time, money, and effort. Resource forecasting is important for managing budgets. Accurate forecasting can help organizations allocate resources more effectively, ensuring that they are able to stay within budget constraints. Challenges in resource forecastingWhile resource forecasting offers numerous benefits, organizations often face certain challenges that can hinder the accuracy and effectiveness of their forecasts. Data Quality and Availability:Inaccurate or incomplete historical data can lead to unreliable forecasts. Ensuring data quality and having access to up-to-date information is essential for making accurate predictions. External Factors:Changes in market conditions, industry trends, or unforeseen events can disrupt resource demand. Incorporating external factors into forecasts can be challenging but is crucial for accurate predictions. Complexity of Projects:Resource forecasting becomes more complex with multi-dimensional projects that require diverse skill sets and resources. Balancing these complexities...
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### Resource management reporting and dashboards
> Get the ultimate information on resource management reporting and dashboards with our comprehensive guide. Discover best practices, tools, and strategies for efficient resource tracking and analysis.
- Published: 2023-04-10
- Modified: 2024-10-22
- URL: https://birdviewpsa.com/resource-management-guide/resource-management-reporting-and-dashboards/
Dashboards Resource management is an essential part of any organization, as it involves effectively and efficiently managing the available resources such as people, equipment, and finances. Effective resource management requires careful planning, allocation, and utilization of resources to ensure that projects are completed on time, within budget, and with the desired quality. However, managing resources can be a challenging task, especially in complex projects with multiple stakeholders and limited resources. In such cases, reporting becomes an important aspect of resource management. Reporting allows project managers to keep track of resource utilization, identify potential bottlenecks, and make informed decisions to optimize resource allocation. In this context, this answer explores the importance of reporting in resource management. A resource management dashboard is used by project managers to monitor and manage the resources assigned to a project. The dashboard typically includes a set of reports that provide an overview of the project's resource allocation, utilization, and availability. The purpose of the dashboard is to help project managers make informed decisions about resource allocation and ensure that resources are being used effectively. The reports that should be included in a resource management dashboard typically include:Resource allocation report This report shows how resources are allocated across tasks and activities in the project. Resource utilization report This report shows how resources are being used over time and whether they are being used efficiently. Capacity planning reportCapacity planning or resource availability report This report shows how many resources are available at any given time and whether there...
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### Resource scheduling
> Maximize your project's success with our guide to resource scheduling in project management. Discover best practices, tools, and strategies for efficient resource management.
- Published: 2023-04-06
- Modified: 2024-10-22
- URL: https://birdviewpsa.com/resource-management-guide/resource-scheduling/
Once you’ve developed a solid resource plan, the next step is putting that plan into action through resource scheduling. A resource plan gives you a clear understanding of the people, skills, and time required to complete your project. But to ensure everything runs smoothly, you need to break down that plan into a detailed schedule that aligns tasks, deadlines, and availability. Resource scheduling is where your project truly starts to take shape. It involves assigning specific resources—whether individuals or teams—to tasks within the project timeline, ensuring that everything happens in the right order, at the right time. This step is crucial because even the best resource plan can fall apart if the actual scheduling isn’t handled properly. Without effective scheduling, you risk bottlenecks, missed deadlines, and overworked team members, all of which can derail your project. Resource planning vs scheduling: key differencesResource planning and scheduling: what is the difference? Resource planning and scheduling are two related but distinct processes in project management. What is resource planning? Resource planning involves identifying the resources that will be needed to complete a project, estimating the quantity of each resource required, and determining when and how they will be acquired or allocated. Resource planning considers both the availability of resources and the demands of the project and seeks to ensure that the necessary resources are in place when they are needed. What is resource scheduling? Resource scheduling, on the other hand, involves the actual allocation of resources to specific tasks or activities within a...
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### Resource allocation
> Optimize your project's resource allocation with our comprehensive guide. Learn best practices, tools, and strategies for success in resource management.
- Published: 2023-04-06
- Modified: 2024-10-22
- URL: https://birdviewpsa.com/resource-management-guide/resource-allocation/
What is resource allocation? Resource allocation is a process of assigning resources to different tasks, projects, or activities based on their importance, priority, and availability. By allocating resources effectively, organizations can ensure that they are maximizing their productivity by using their resources in the most productive way possible, leading to greater efficiency and profitability. Effective resource allocation is also crucial for meeting project goals and deadlines. By ensuring that the right resources are available at the right time, organizations can ensure that projects are completed on time, on budget, and to the required quality standards. Resource allocation can help organizations to manage costs more effectively by ensuring that resources are allocated based on their value and importance to the project or organization. This can help to prevent wasteful spending and ensure that resources are being used in the most cost-effective way possible. Optimizing resource utilization: Effective resource allocation ensures that resources are utilized optimally, avoiding underutilization or overutilization. By allocating resources according to project requirements and priorities, organizations can achieve a balanced workload distribution and prevent resource bottlenecks. This leads to increased efficiency, reduced idle time, and improved overall resource productivity. Managing risk: Effective resource allocation can help organizations to manage risk more effectively by ensuring that resources are allocated in a way that mitigates potential risks and uncertainties. For example, by allocating resources to multiple projects or activities, organizations can reduce the risk of delays or disruptions caused by unexpected events. Enhancing adaptability and flexibility: Effective resource allocation...
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### Resource Management Reporting and Dashboards
> Get the ultimate information on resource management reporting and dashboards with our comprehensive guide. Discover best practices, tools, and strategies for efficient resource tracking and analysis.
- Published: 2023-03-30
- Modified: 2024-03-04
- URL: https://birdviewpsa.com/resource-management-reporting-dashboards/
Dashboards Resource management is an essential part of any organization, as it involves effectively and efficiently managing the available resources such as people, equipment, and finances. Effective resource management requires careful planning, allocation, and utilization of resources to ensure that projects are completed on time, within budget, and with the desired quality. However, managing resources can be a challenging task, especially in complex projects with multiple stakeholders and limited resources. In such cases, reporting becomes an important aspect of resource management. Reporting allows project managers to keep track of resource utilization, identify potential bottlenecks, and make informed decisions to optimize resource allocation. In this context, this answer explores the importance of reporting in resource management. A resource management dashboard is used by project managers to monitor and manage the resources assigned to a project. The dashboard typically includes a set of reports that provide an overview of the project's resource allocation, utilization, and availability. The purpose of the dashboard is to help project managers make informed decisions about resource allocation and ensure that resources are being used effectively. The reports that should be included in a resource management dashboard typically include: Resource allocation report: This report shows how resources are allocated across tasks and activities in the project. Resource utilization report: This report shows how resources are being used over time and whether they are being used efficiently. Resource availability report: This report shows how many resources are available at any given time and whether there are any shortages or...
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### Resource capacity management
> Take control of your business's resource capacity with our comprehensive guide. Learn about best practices, tools, and strategies for effective resource capacity management.
- Published: 2023-03-30
- Modified: 2024-10-22
- URL: https://birdviewpsa.com/resource-management-guide/resource-capacity-management/
What is resource capacity? Definition Resource Capacity refers to the total volume of work that can be done by an organization's workforce within a given timeframe. It considers the number of employees, their skill levels, their working hours, and their productivity rates. Essentially, it quantifies the potential output of the workforce. A clear understanding of resource capacity is crucial for companies as it provides insights into whether the existing staff can meet current and future demands or if there's a need for hiring additional personnel or improving productivity. Resource Capacity Planning refers to ensuring that resources are available when needed and utilized to their fullest potential while avoiding overuse or underuse. Simply put, capacity planning is a process that allows you to determine how much work can be done with the time and resources available to your team. When capacity planning, your goal is to plan so accurately that you can anticipate what your project needs and add resources on time. Why is resource capacity important? Proper resource capacity planning and management are crucial to the success of any organization, especially a professional service firm. In engaging in capacity planning, a business can ensure that they have the resources and expertise needed to meet current and future demand, while also maintaining optimal resource utilization and profitability. It is imperative to understand the current and future team’s capacity in order to know if and when the company can take on new business. How to calculate resource capacity? Calculating resource capacity involves...
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### What is resource management
> Discover what resource management is, how it works, and why it's important for modern businesses. Our comprehensive guide has everything you need.
- Published: 2023-03-20
- Modified: 2024-10-22
- URL: https://birdviewpsa.com/resource-management-guide/what-is-resource-management/
Welcome to Birdview’s Guide to Resource Management. In this guide, we will review all key aspects ofresource management, from its definition to advanced concepts like resource capacity management and billable utilization. We will cover the ins and outs of selecting the right team members, how to forecast your team’s workload, and how to analyze resource allocation to make your team more productive. Managing resources could be one of the most complex and challenging aspects of managing a project. To be successful, one needs both great soft skills in managing people and the right tools to manage the process. What is resource management? Definition of resource management Resource management refers to the process of effectively and efficiently allocating resources to achieve specific goals. In other words, it's about ensuring you have the right resources available at the right time to complete work in a way that costs the least amount of money, takes the least amount of time, and produces the best possible outcome. Resources can include things like people, equipment, time, money, materials, teams or departments, software, etc. Managing these resources involves identifying what you need, prioritizing their use, and tracking their availability and usage. It also means making decisions about how to allocate resources when there are competing demands or limited availability. Overall, resource management is about being strategic and intentional in the way you use your resources so that you can achieve your goals in the most efficient and effective way possible. In this guide, most of the...
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### Activity Reports
> Obtain top-notch examples of Activity Reports in Project Management. A comprehensive overview of all activities within a project or portfolio allows you to see how tasks are progressing, track and manage approvals, and identify activities where important data is missing.
- Published: 2023-03-17
- Modified: 2023-05-10
- URL: https://birdviewpsa.com/report-library/activity-reports/
Activity Exception An Activity Exception Report is a type of project management report that helps to identify activities where important data is missing or hasn't been entered. The report provides an overview of all activities within a project or portfolio and highlights any missing data or incomplete information. The report can be customized to include built-in fields such as Start Date, Estimated Hours, etc. or custom fields that you define. Approval Summary Report An Approval Summary Report is a project management report that groups projects and/or activities with the purpose of reviewing approval requests at the macro level. The report summarizes all approval requests made within a project or portfolio and presents them in a user-friendly format that is easy to review. The report is typically used to track and manage approvals for key project milestones or deliverables, such as project plans, budgets, and change requests. By grouping these approvals together, project managers can easily track the status of each request and identify any bottlenecks or delays. The Approval Summary Report can be filtered to identify approvals that are outstanding and/or rejected. This helps project managers quickly identify areas where approvals are required, but have not yet been granted, and take steps to expedite the approval process. Similarly, identifying approvals that have been rejected can help to identify areas where additional work may be required before resubmitting the approval request. Open Tasks by End Date Open Tasks by End Date Report is a project management report that provides a visual representation of...
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### Project Reports
> Get the best examples of Project Management Reports. Get an at-a-glance view of your projects' performance and status. Monitor the health of their projects in real-time.
- Published: 2023-03-17
- Modified: 2023-05-11
- URL: https://birdviewpsa.com/report-library/project-reports/
Project Exception The Project Exception Report is a customized report that helps project managers identify projects where important data is missing. This report is designed to help project managers ensure that all necessary data is entered and that projects are properly tracked and managed. This can help improve project performance and ensure that projects are completed on time and within budget. The report can be customized to identify missing data in a variety of areas, such as project start date, estimated hours, or any other custom fields that have been defined for the project. report can also use conditional formatting to highlight missing data points, making it easy for project managers to identify which data points are missing at a glance. Project Baseline The Project Baseline Report is a customized report that builds on the Baseline feature to help project managers easily identify which projects are behind or ahead of their schedule. The Baseline feature allows project managers to create a snapshot of the project plan at a specific point in time, which can be used as a reference point to measure progress. The Project Baseline Report takes this a step further by providing a clear view of how the actual progress of the project compares to the baseline plan. By filtering the report, project managers can quickly identify projects that are ahead or behind schedule and take appropriate actions to keep the project on track. The report can be customized to include a variety of data points, such as...
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### Financial Performance Report
> Get the best examples of Financial Performance reports in Project Management. Monitor and manage your projects' budgets and compare planned and actual costs.
- Published: 2023-03-17
- Modified: 2023-05-16
- URL: https://birdviewpsa.com/report-library/financial-performance-reports/
Quoted vs. Estimated Labour Cost The Quoted vs. Estimated Labor Cost Report is a financial report that allows project managers to compare the quoted (estimated) cost of a project with the actual cost of the project. This report is useful for tracking the financial performance of a project and can be filtered and aggregated by any data point, such as a customer, to compare the financial performance across different criteria. To generate the report, the project manager compares the labor costs that were quoted or estimated at the beginning of the project with the actual labor costs that were incurred during the project. The report may include metrics such as: the total labor cost, the variance between the quoted and actual labor costs, the percentage difference between the quoted and actual labor costs. By using this report, the project manager can identify areas where costs may have exceeded the original estimate and take corrective action to manage the project budget more effectively in the future. For example, the project manager may decide to adjust future estimates or negotiate more effectively with customers to ensure that the project remains profitable. The Quoted vs. Estimated Labor Cost Report is a valuable tool for project managers who need to track the financial performance of their projects and make informed decisions about budgeting and resource allocation. The report can be filtered and aggregated to provide a detailed analysis of the financial performance of different projects or customers, making it a powerful tool for strategic...
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### Schedule Performance
> Get the best examples of Schedule Performance Reports in Project Management. Track projects' progress against a predefined schedule and adjust timelines to ensure on-time delivery.
- Published: 2023-03-17
- Modified: 2023-04-21
- URL: https://birdviewpsa.com/report-library/schedule-performance-reports/
Active Activities on Schedule Schedule Performance Reports are used to track and analyze the progress of projects, activities, and milestones against a predefined schedule. These reports provide insight into how closely the actual progress aligns with the planned schedule and can help project managers and team leaders identify areas where the project is falling behind schedule and take corrective action. The Schedule Performance Reports typically consist of a table or chart that compares the planned schedule with the actual progress for each activity or milestone. The report may also include information about the variance between the planned schedule and actual progress, as well as any trends or patterns in the schedule performance over time. SPI (Schedule Performance Index) and End Date are often used as key metrics to determine wether a task is on schedule or not. Schedule Performance Reports are useful for identifying risks and trends in schedule performance, such as delays in specific activities or areas where additional resources may be needed in order to keep the project on track. By monitoring schedule performance regularly, project managers can make informed decisions about resource allocation, adjust the project plan as necessary, and take corrective action to minimize the impact of any delays or risks. Average Time to Resolve The report with the average time to resolve provides valuable insights into the efficiency and effectiveness of a team or organization in completing projects. By tracking the average time to resolve or complete tasks or issues over time, a team or...
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### Time Log Reports
> Get the best examples of Time Tracking Reports in Project Management. Keep track of your team's time and optimize productivity.
- Published: 2023-03-17
- Modified: 2023-04-14
- URL: https://birdviewpsa.com/report-library/time-log-reports/
Time Tracking Report by Day, Week, Month (Labour by Person and Project) A time tracking report displays the amount of time that an individual or team has spent working on specific tasks or projects, typically broken down by day, week, or month. The report may include information such as time spent on each task, the person or team responsible for the task, and other parameters based on your needs. Time-tracking reports are commonly used in project management and for billing or payroll purposes. Time tracking reports are important for a few reasons: Billing and Invoicing: Time tracking reports are often used to bill clients for the time spent working on their projects, and to ensure that the correct amount is being charged. Project Management: Reports can be used to track the progress of a project and identify any areas where deadlines may be at risk. Employee Productivity: By tracking the time employees spend on various tasks, managers can identify areas where productivity can be improved, such as by reducing time spent on non-essential tasks. Budgeting and Forecasting: Time tracking reports can help managers understand how much time is being spent on different tasks or projects, which can be used to create more accurate budgets and forecasts for future projects. Often it’s convenient to group time tracking data based on specific criteria, such as time period, person, project, portfolio, customer, etc. Hours Logged Overview The Hours Logged Overview provides a summary of the total hours logged by each team member, grouped...
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### Resource Planning
> Obtain top-notch examples of Resource Planning and Resource Capacity reports in project management. Streamline your resource demand projection process and gain valuable insights into your project's resource needs."
- Published: 2023-03-17
- Modified: 2023-04-14
- URL: https://birdviewpsa.com/report-library/resource-planning-reports/
Resource Demand Projection Creating a resource demand projection report is a crucial step in forecasting the team's loading and capacity. Without this report, planning the team's work efficiently and determining whether additional resources are needed becomes impossible. The report compares currently assigned hours with the demand projection. With the help of filters, the search can be narrowed down to specific categories such as type of activity, department, or team. The diagram in the report enables managers to quickly evaluate the current situation and trends without having to examine detailed figures. Over-Loaded Staff and Under-Loaded Staff Reviewing the workload of your staff and identifying teams that are consistently overloaded is essential for maintaining a healthy work environment in the company or department, taking care of your coworkers, and preventing negative outcomes resulting from staff working under stress. On the other hand, the underloaded staff report helps you quickly identify potential capacity and optimize the distribution of work among staff members in the best possible way. The overloaded and underloaded staff report can be even more informative if it includes filters such as date range, workload type, team, department, or any other custom fields required. The report provides a projection of staff loading within a selected date range, average capacity, actual assigned hours, and projected resource potential. Projections Report Every efficient manager wants to see not only the history of resource loading and hours distribution among their teams and co-workers but also projected workload. Team workload projections reports allow the manager to...
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### Resource Loading
> Obtain top-notch examples of Resource Loading reports in project management. Efficiently assess the workload and availability of your resources, and optimize your resource allocation strategy.
- Published: 2023-03-17
- Modified: 2023-04-14
- URL: https://birdviewpsa.com/report-library/resource-loading-reports/
Introduction In this section, we will explore some of the main examples of project, resource, finance, and time log reports, highlighting their importance and benefits for organizations. We will also discuss best practices for creating and presenting effective reports that can drive better decision-making and improve organizational performance. Resource Loading by Skill The resource workload by skill report allows managers to quickly evaluate the workload and availability of different skill sets on their team. This report provides a retrospective view of how workload has been distributed by project skill-wise and helps make informed strategic decisions on task redistribution, the need for new hires, staff cuts, etc. If the report includes automatic color coding, it becomes much easier to use. The report allows the user to quickly identify successful or unsuccessful workload instances and identify trends over a specific date range without additional diagrams or tables. By regularly checking the resource workload by skill report, the manager can easily identify bottlenecks when deciding which project to pursue and when. Resource Loading by Team/Department Every manager appreciates the importance of understanding their employees' workload. Is their time being used cost-effectively? How much time is available, or is there a need to solve a team overload problem? A team or department resource loading report gives an accurate picture of team loading versus capacity. The Resource Loading by Team Report allows managers to: view and compare planned hours with actual hours, track the distribution of time among teams, make informed strategic decisions based on...
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### Project Management Reports Examples
- Published: 2023-03-17
- Modified: 2023-03-17
- URL: https://birdviewpsa.com/report-library/
---
### Optimize Your Business: Birdview's Collection of Expert eBooks
> Discover valuable insights and expert analysis on a variety of topics related to resource management, project management, and finance. Our thoughtfully curated collection offers practical guidance and strategies to help you optimize your business processes and achieve your goals.
- Published: 2023-03-03
- Modified: 2023-05-06
- URL: https://birdviewpsa.com/publications/
Discover valuable insights and expert analysis on a variety of topics related to resource management, project management, and finance. Our thoughtfully curated collection offers practical guidance and strategies to help you optimize your business processes and achieve your goals.
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### Project Management Software for Business Operations
> Birdview PSA is a Project Management software that enables Business Operations teams to efficiently plan project expectations, allocate resources, determine deadlines and monitor budgets.
- Published: 2023-02-22
- Modified: 2023-02-23
- URL: https://birdviewpsa.com/solutions/project-management-software-for-business-operations/
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### Healthcare Project Management
> Leverage the Birdview PSA healthcare project management software to plan, execute, and maintain any healthcare project and bring structure into your organization. HIPAA compliant.
- Published: 2023-02-20
- Modified: 2023-04-24
- URL: https://birdviewpsa.com/solutions/healthcare-project-management/
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### Saving $300K and 1,700 Hours per Year Using Birdview PSA
> Discover how an engineering firm specializing in passenger rail managed to improve its resource and project management, thus saving the company's money and time, after switching to Birdview PSA.
- Published: 2023-02-15
- Modified: 2023-03-01
- URL: https://birdviewpsa.com/client-case-studies/hatch-ltk/
“By leveraging Birdview PSA, we were able to standardize our processes through every stage of the project life cycle while tailoring the system to fit our needs.”
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### CS Webinar
> During this webinar, we will talk about how our new feature, Job Roles, can simplify and improve your work with resources across the entire organization
- Published: 2023-02-13
- Modified: 2023-09-07
- URL: https://birdviewpsa.com/building-support-and-engagement-in-achieving-organizational-success/
---
### Referral Program
> Our goal is to help more teams get the results they need in order to grow. You can help by sharing the contact details for any other internal departments or external colleagues that might benefit from implementing Birdview PSA.
- Published: 2023-02-08
- Modified: 2023-07-12
- URL: https://birdviewpsa.com/company/referral-program/
---
### Rebranding
> Easy Projects is now Birdview PSA! We believe that the new name much better reflects our mission to help organizations grow faster using our platform as a single source of truth for resources, projects, and finances.
- Published: 2023-02-01
- Modified: 2023-02-01
- URL: https://birdviewpsa.com/company/rebranding/
---
### Solutions
- Published: 2023-01-22
- Modified: 2023-02-13
- URL: https://birdviewpsa.com/solutions/
---
### Improving Reporting and the Use of Resources for Local Government
> Discover how an inside marketing agency for the Board of County Commissioners in Florida managed to cut down time spent on project reporting and ensured every organization's resource is engaged in the project delivery with the help of Birdview PSA.
- Published: 2023-01-19
- Modified: 2023-06-05
- URL: https://birdviewpsa.com/client-case-studies/improving-reporting-and-the-use-of-resources-for-local-government/
Birdview PSA delivers a robust, easy-to-use platform without busting the budget. The software is easy for my team to use to create activities and enter time.
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### SES Increased Annual Revenue by 10% and Profits by 15%
> Discover how SES Consulting, a mechanical engineering company that focuses on energy efficiency, racked up its revenue and cut employee stress using Birdview PSA.
- Published: 2022-11-03
- Modified: 2023-06-05
- URL: https://birdviewpsa.com/client-case-studies/ses-consulting-increase-annual-revenue-and-profits/
With the help of Birdview PSA, SES is now able to reach higher levels of operational efficiency
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### Creative Project Management Software
> Birdview PSA creative project management tools help you to deliver show-stopping projects, delight your most valuable clients, and empower your creative teams.
- Published: 2022-09-21
- Modified: 2023-02-17
- URL: https://birdviewpsa.com/solutions/project-management-software-for-creative-teams/
---
### Integrations Birdview PSA
- Published: 2022-09-02
- Modified: 2023-02-14
- URL: https://birdviewpsa.com/bv-app-integrations/
---
### Project Budget Management
> Use Birdview’s project cost management software for professional services to streamline budgeting, track time and expenses, boost profitability, and automate invoicing
- Published: 2022-07-16
- Modified: 2025-01-29
- URL: https://birdviewpsa.com/software/project-cost-management-and-budgeting/
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### Variass Increased Team’s Productivity by 10%
> Discover how Variass optimized its time management and project tracking after adopting Birdview PSA.
- Published: 2022-07-01
- Modified: 2023-02-09
- URL: https://birdviewpsa.com/client-case-studies/variass-increased-teams-productivity-by-10-using-ep/
With the adoption of Birdview PSA, the speed of the project delivery and the team’s efficiency increased significantly.
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### Digging Out the Data: A Case for Measurement as a Core
Company Value
> In a business culture that demands speed and urgency, is a case to be made for using data to make the right decisions?
- Published: 2022-05-25
- Modified: 2022-05-25
- URL: https://birdviewpsa.com/podcasts/digging-out-the-data/
---
### Podcast Introducing
> Welcome to When Spreadsheets Hit the Fan, a podcast created for professional services industry leaders and enthusiasts. Check out our first episode now!
- Published: 2022-04-28
- Modified: 2022-05-05
- URL: https://birdviewpsa.com/podcasts/introducing/
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### Podcast main
> A podcast for people keen on professional services. We talk about the best service delivery practices with the industry leaders. Subscribe now!
- Published: 2022-04-28
- Modified: 2023-01-25
- URL: https://birdviewpsa.com/podcasts/
---
### How to Get Status Updates and Not be a Pest
> For a project manager to be truly effective, he has to know everything that happens in a project. That means getting information from multiple sources...
- Published: 2022-04-01
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/blog/how-to-get-status-updates-and-not-be-a-pest-old/
For a project manager to be truly effective, he has to know everything that happens in a project. That means getting information from multiple sources, sometimes several times a day. In a high-stress profession like project management, that can really test people’s patience—both yours and your team’s. So how can you keep yourself abreast of the situation while not getting on people’s nerves? Be Polite Being in a rush is no excuse for being rude. Especially to people whom you work with so closely and often. Always phrase your requests for information politely, and use a calm tone of voice when speaking in person. Don’t talk over them when they try to respond: they may be trying to explain their own situation and why it’s difficult for them to comply with your request. Use a Reporting System Many project management software programs offer reporting and status update tools, which gives team members the ability to submit their own updates into a single location for you to view. You won’t have to be in their face all the time by sending intrusive emails or tapping them on the shoulder. A software tool greatly helps in organizing information and, depending on the program, allows clients to view the same information and skip a step in the communication chain. Agree on Reporting Procedures Whether your team members are working on short-term tasks or long-term ones, it’s good to have a set protocol when it comes to submitting status updates. Set up a specific time of...
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### Blog
> Get inspired with our blog for teams and leaders in the professional service delivery industry. Check out the latest news and updates on Birdview PSA and get new ideas on how to drive your business growth.
- Published: 2022-04-01
- Modified: 2023-02-23
- URL: https://birdviewpsa.com/blog/
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### PepsiCo increases productivity by 37% with Birdview PSA
> Discover how PepsiCo gained a boost in its team’s productivity when it started using Birdview PSA as its go-to project management solution.
- Published: 2022-03-24
- Modified: 2023-12-08
- URL: https://birdviewpsa.com/client-case-studies/pepsico-increases-productivity-by-37-with-easy-projects/
Employees and managers across the PepsiCo team were using a variety of platforms, tools and solutions to both execute and document their work. Sharing data
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### Callback linkedin
- Published: 2021-11-30
- Modified: 2023-02-13
- URL: https://birdviewpsa.com/callback-linkedin/
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### Software
- Published: 2021-11-05
- Modified: 2023-02-13
- URL: https://birdviewpsa.com/software/
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### Company
- Published: 2021-06-10
- Modified: 2023-02-13
- URL: https://birdviewpsa.com/company/
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### Birdview Professional Services
> Birdview PSA is full-featured software that helps professional services firms efficiently manage resources, projects, costs, and bill clients in one place.
- Published: 2021-06-07
- Modified: 2025-04-09
- URL: https://birdviewpsa.com/professional-services/
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### Birdview Professional Services Lifecycle
- Published: 2021-05-10
- Modified: 2023-12-08
- URL: https://birdviewpsa.com/birdview-professional-services-lifecycle/
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### MS Teams
> Streamline collaboration and communication with Birdview for Microsoft Teams.
- Published: 2021-03-17
- Modified: 2023-01-11
- URL: https://birdviewpsa.com/integrations/ms-teams/
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### Enterprise Upgrade
- Published: 2021-02-26
- Modified: 2024-02-23
- URL: https://birdviewpsa.com/enterprise-extended/
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### Workflow Business Processes
- Published: 2021-02-05
- Modified: 2023-07-25
- URL: https://birdviewpsa.com/workflow-business-processes/
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### Vulnerability Reward Program
> Security of our users and their data is paramount for Birdview PSA
- Published: 2021-01-29
- Modified: 2024-01-03
- URL: https://birdviewpsa.com/company/vulnerability-reward-program/
Program Overview Security of our users and their data is paramount for Birdview. That’s why we encourage ethical vulnerability research and reporting. Should you find or discover any security vulnerability, please report it to Birdview, and our team will investigate and address it as soon as possible. Birdview offers monetary rewards (bug bounty) for the submitted security vulnerabilities. The value of the reward is affected by a number of factors including but, not limited to severity, impact and the exploitability. Program Rules Please review and understand the rules of the Birdview Vulnerability Program before reporting a vulnerability. By participating in this program, you agree to be bound by these rules: Do not violate any criminal or other applicable laws. Create your own trial account for testing purposes and avoid trying to gain access to accounts that you don’t own. Contact Birdview immediately if you do inadvertently access user data that is not yours. Do not view, alter, save, store, transfer, or otherwise access the data. Immediately and securely delete any local information upon reporting the vulnerability to Birdview. Report the found vulnerability upon its discovery or at your earliest convenience. Do not perform any activity that would be disruptive, damaging or harmful to Birdview and it’s services. Please allow Birdview a reasonable amount of time to address the issue before making any information about it public. Do not disclose the details of the vulnerability publicly before such vulnerabilities have been resolved. Notify us in advance at security@birdviewpsa. com if you...
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### Get Started for Free Activate
> Project Management. Get Started for Free.
- Published: 2020-11-12
- Modified: 2020-11-12
- URL: https://birdviewpsa.com/request-access-activate/
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### Birdview PSA Labs
> Birdview PSA Labs allows clients to preview upcoming features and experimental functionality, provide feedback, and influence the roadmap of Birdview PSA.
- Published: 2020-10-06
- Modified: 2023-07-24
- URL: https://birdviewpsa.com/birdviewpsa-labs/
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### Project finances formulas
> Sometimes, project finances can get confusing, so please use this guide as a reference for various financial metrics commonly used in project management.
- Published: 2020-10-05
- Modified: 2024-10-28
- URL: https://birdviewpsa.com/project-finance-guide/project-finances-formulas/
Sometimes project finances can get confusing, so feel free to use this guide as a reference for various financial metrics commonly used in project management. Cost and budget formulas Planned Labor Cost - a prediction of how much labor cost the project might need. Planned Labor Cost = Estimated Hours x Internal Hourly Rate Planned Expenses - a prediction of non-labor related costs the project might need. Planned Project Cost - the expected total cost of the project at the very beginning ofthe project. Planned Project Cost = Planned Labor Cost + Planned Expenses Actual Labor Cost - the total cost of labor spent on the projectto date. Actual Labor Cost = Actual Number of Hours x Internal Hourly Rate Actual Expenses - how much has been spent on project expensesto date. Actual Project Cost - the real-time summary of the project’s actual labor costs and expenses once the project has started. Actual Project Cost = Actual Labor Cost + Actual Expenses Estimate at Completion (EAC) Labor Cost - the estimated total labor cost at the end ofthe project. EAC Labor Cost = Actual Labor Cost + ETC Labor Cost ETC Expenses - remaining expenses needed to complete the project. ETC Project Cost - the real-time summary of the remaining estimated labor cost and planned expenses - what is left to completethe project. ETC Project Cost = ETC Labor Cost + ETC Expenses Estimate to Complete (ETC) Labor Cost - remaining labor cost needed to completethe project. ETC...
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### Creating a project budget – an ultimate guide
> Get a detailed guide on how to plan your project budget: use cases, examples, and tips on project budget management.
- Published: 2020-10-05
- Modified: 2024-10-28
- URL: https://birdviewpsa.com/project-finance-guide/project-budget-management/
The basis of any successful project is a well-thought-out budget. The project budget is your financial plan; it outlines the expected costs associated with taking a project from concept to completion. It's not just about the numbers—it's about setting a clear path for resource allocation and financial planning. What is a project budgetWhat is a project budget? There are multiple interpretations of the definition of Project Budget. At Birdview PSA, we use the following description:Project Budget is the amount that the final Project Cost should not exceed. In other words, Project Budget is a Planned (Budgeted) Project Cost. Naturally, once a Project Manager sets a target for their Project Budget, this target should be compared to the EAC Project Cost. As a Project Manager, you want to make sure that your project stays under or on budget: Project Budget - EAC Project Cost should be equal or greater than zero. This difference is usually referred to as Budget / Cost Variance. Budget vs. cost variance in projectsBudget vs. сost variance in project management Cost variance involves checking how well your project is sticking to its budget. It looks at the difference between the budget planned before starting the project and the actual amount spent If your Cost Variance is negative, it means that you will be over your allocated budget when the project is completed. You need to mitigate this risk as soon as possible or prepare for a tough talk with the project stakeholders. How to calculate project budget?...
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### Financial metrics in project management
> Explore all the financial metrics and formulas you need when executing a project: Cost, Budget, Revenue, Profit, and 20 more key metrics, all in one guide.
- Published: 2020-10-05
- Modified: 2024-10-28
- URL: https://birdviewpsa.com/project-finance-guide/financial-metrics/
Understanding the financial aspects is key to ensuring a project's success and sustainability. The four core financial metrics that stand as the bedrock of project finance are Cost, Budget, Revenue, and Profit. Each metric serves as a lens through which the financial health and performance of a project can be assessed. What are the key project finance metrics? The four core financial metrics that stand as the bedrock of project finance are Cost, Budget, Revenue, and Profit. Each metric serves as a lens through which the financial health and performance of a project can be assessed. Cost Cost refers to the total expenses incurred during the execution of a project. This includes materials, labor, overheads, and any other expenses directly related to the project. Effective cost management is crucial for keeping the project within budget. There's no single formula for total Cost since it aggregates all expenses. However, tracking individual costs can be summarized asTotal Cost = Materials Cost + Labor Cost + Overhead Cost + Other Expenses Budget The Budget represents the financial plan for the project, outlining the total money allocated for all aspects of the project. It serves as a financial blueprint, setting the limits for project expenditure. Similar to Cost, the Budget is an aggregate figure rather than the result of a specific formula. It's determined during the project planning phase based on estimated costs:Total Budget = Estimated Costs + Contingency Reserves Revenue Project revenue is the total income generated from the project. This can include...
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### Project revenue and project-based billing methods
> Discover everything you need to know about project-based billing methods in this comprehensive financial management guide.
- Published: 2020-10-05
- Modified: 2024-09-03
- URL: https://birdviewpsa.com/project-finance-guide/project-billing/
While almost every project has a cost and budget, Project Billing only comes to life when you have a paying Customer. So what is project revenue? At Birdview PSA, we use the following definition: Project Revenue (Billing) is the total amount of money a Customer pays for a project. Similar to Cost, Revenue can be represented as multiple financial metrics, such as: Target Revenue The expected total amount of money your Customer will pay for this project. If your project Billing Type is Flat (Fixed) Fee, your Target Revenue is equal to Project Fixed Fee. Otherwise, if your project Billing Type is Time & Material, you should set your Target Revenue at the amount you plan to collect from the Customer and still make a profit (more on it later). Actual Billing The amount of money matching the work you are ready to bill your customer for. Actual Billing is the sum of all Actual Time spent on the project multiplied by the Billing Rates plus all Actual Billable Expenses and Flat Fees of all completed activities. Ideally, in the end, Actual Billing should equal or be greater than Target Revenue. Estimate at Completion (EAC) Project Billing (Revenue) Summary of the Actual Billing and all remaining Labor Billing, remaining Planned Billable Expenses plus Flat Fees of all unfinished activities. Ideally, the difference (Revenue Variance) between Target Revenue and EAC Project Revenue should equal or be greater than zero. What is project profit? This one is easy. At Birdview PSA, we...
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### Project finances defined
> Why Project Managers Need to Understand Project Finances. Completing a project and delivering it to a Client is one way to measure the success of your project; the other is understanding the financial health of it. Learn more.
- Published: 2020-10-05
- Modified: 2024-10-28
- URL: https://birdviewpsa.com/project-finance-guide/project-finances-defined/
A critical component of a successful project is understanding and accurately tracking all relevant finances. When you think about project finances, profit may be the first figure that comes to mind, and though it is vital for running a successful business, it is not the only number a Project Manager should track. At Birdview, we use the following comprehensive definition for Project Finances: The forecasting, monitoring, and management of any expenditures attached to a particular project and its relation to the team's ability to complete the project on time and budget. To help make the full scope of project finances easier to grasp, we have created The Ultimate Guide to Project Finances. By reading this guide, you will be equipped with project finance definitions, formulas, and real examples of when to best use them so, moving forward, you can ensure your project's financial overall health is strong! Why understanding project finances is crucialWhy is understanding project finances crucial for project managers? Completing a project and delivering it to a client is one way to measure your project's success; another is understanding its full financial health. If you delivered a project to a client on or before the proposed delivery date, you would likely consider that a success. But what if your project met the deadline yet was over budget by 15%? Would you still consider that a win? According to the Harvard Business Review, one in six projects has an average cost overrun of 200% and a schedule overrun of...
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### The Ultimate Guide to Project Finances
- Published: 2020-10-05
- Modified: 2023-02-13
- URL: https://birdviewpsa.com/project-finance-guide/
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### U.S. Medical Institution Increases Productivity by 60%
> Learn how one of the top 15 medical institutions in the U.S. used Birdview PSA to boost its team’s productivity and performance.
- Published: 2020-09-28
- Modified: 2024-10-01
- URL: https://birdviewpsa.com/client-case-studies/healthcare-leader/
“Our previous work management systems performed some tasks well, but significantly underperformed in others. We finally got in that perfect dovetail with Birdview PSA”
Team Function: Marketing Client Profile Health care organization with half a dozen acute-care hospitals and hundreds of outpatient centers throughout the United States. This organization is on a focused mission to advance knowledge and improve health through research, patient care and education as it continues to cultivate a culture of innovation, critical thinking and diversity. The Challenge Company had different programs and platforms doing different things, across different divisions. The first project management solution it adopted was good for managing work, but the staff later discovered that the budgeting capabilities weren’t meeting their needs or expectations. It was later decided to switch to another platform. This new platform was good for budgeting, but the project and task components were lacking. There was no integration between systems or across divisions. When a new project was created using the previous platforms, an additional project would need to be created for the budgeting components. This was inefficient and time consuming. Expectations for deliverables could not be provided to clients because the staff didn’t know what could be delivered or when. The failure to conduct realistic, honest conversations with clients was very stressful and decreased morale. There was an inability to segment budgets across different divisions. Creating specific reports took several days and required the efforts of numerous staff members. Outcomes Company now has a very integrated system between its project management and budget management, and has extended Easy Projects to all divisions for complete alignment. Staff can now have realistic, honest conversations with...
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### Increasing Team’s Productivity by 100% with Birdview PSA
> Discover how Birdview PSA helped the 2nd largest operator of senior living communities in the USA to increase its team’s productivity and satisfaction.
- Published: 2020-09-28
- Modified: 2023-02-01
- URL: https://birdviewpsa.com/client-case-studies/life-care-services/
"We’ve completed twice as much work in the same amount of time compared to the previous year. We’re 100% more productive since using Birdview PSA!”
Team Function: Professional Services Website Client Profile Life Care Services, an LCS Company, established in 1971 and based in Des Moines, Iowa, is the nation’s leading manager of full-service senior living communities. Life Care Services provides operations management, marketing, and sales management nationwide for not-for-profit and for-profit continuing care retirement communities (CCRCs), stand-alone assisted living, memory care, and rental communities. The Challenge Given the number of people on our project team, all of our initiation was done manually via phone meetings. These meetings were very time-consuming, lasting hours, and were conducted weekly. We have multiple departments, all with detailed workflows that are constantly changing due to regulatory changes. These changes were disruptive to our existing workflows at the time. Because of disruptions, we used to overlook and miss essential milestones of a project, resulting in detrimental outcomes, such as delays, do-overs and added expenses. Outcomes Because of the visibility we now have, as well as the centralized nature of Easy Projects, monthly meetings that last 15 minutes are sufficient for planning, which has led us to decrease our initiation and planning time by 75%. We’re now able to create customized templates that we continually use and that provide us with consistent patterns that we rely on. In the event that a plan has a slight change or modification, we can quickly make the change and move forward. Once you have a consistent pattern that works, you can easily build on it. Easy Projects has helped us virtually automate our planning...
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### Interroll Completes Projects 50% Faster with Birdview PSA
> Learn how a leading global provider of material handling solutions with 34 subsidiaries worldwide decreased its project completions time by half using Birdview PSA
- Published: 2020-09-28
- Modified: 2023-02-09
- URL: https://birdviewpsa.com/client-case-studies/interroll/
"We were given the freedom to choose any Project Management software on the market. After extensive research, we chose Birdview PSA.”
Team Function: Marketing Website Client Profile Headquartered in Switzerland and founded in 1959, the Interroll Group is the leading global provider of material handling solutions. A global network of 34 companies, Interroll provides system integrators and equipment manufacturers with a wide range of platform-based products and services. Among the company’s end users are leading brands such as Amazon, Bosch, Coca-Cola, DHL, Nestlé, Procter & Gamble, Siemens, Walmart and Zalando. The Challenge Managing projects using the previous project management software, which included updating projects, recording hours and cost, became increasingly challenging due to how slow and complicated the system was. Project managers were frustrated with the lag and complexity and avoided updating tasks and projects. The previous PM system’s complexity led to a lack of trust among staff - where the manager did not trust his team as it was clearly demotivated. Constant reminders were given to staff to update hours and tasks. If a staff member wasn’t computer literate - managers did not request updates altogether. Project dependencies were not possible, which affected the planning stage of a project, and ultimately, the delivery time. Because tasks were updated manually, projects were created using minimal associated tasks. Because of the complex nature of the previous PM system, user adoption was disturbingly low. It’s estimated that only 20% of staff were using the previous system. Outcomes The ease of use has been a game-changer for the team at Interroll. Updating tasks, recording hours, and changing due dates is quick and intuitive. No...
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### Sub-processor list
- Published: 2020-08-07
- Modified: 2024-08-19
- URL: https://birdviewpsa.com/company/sub-processor-list/
Last update: March 31, 2023 Per the requirements of the data privacy laws of the European Union and its member states, and the terms of service of Birdview PSA, we are providing this list of sub-processors, Birdview PSA may use as part of our provision of services to you. Please note that not all vendors might be applicable for every customer. Whether a particular vendor applies to your account depends on the services and features that are enabled for you to use and the means by which the Birdview PSA team communicates with you. Should you have any questions, please contact our Support team. We may update this list from time to time, as our business or our services evolve, so please check back regularly for updates. Sub-processor Purpose Location Microsoft Azure Data hosting and backups United States, Canada, Ireland Amplitude Product Analytics United States Google Site Analytics United States Intercom In-app and email communication, customer support United States Twillio Email service United States Zendesk Customer Support United States MS Clarity Site Analytics United States Open AI Artificial Intelligence Service United States RB2B Site Analytics United States Albato Integration with 3rd-party tools Portugal
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### Professional Services Lifecycle
> From Project Initiation to Portfolio Prioritization, Easy Projects supports your entire Project Management Lifecycle
- Published: 2020-07-20
- Modified: 2021-11-05
- URL: https://birdviewpsa.com/professional-services-lifecycle/
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### Professional Services & Project Prioritization
> Both internal and client projects are prioritized based on specific evaluation criteria. The project manager allocates resources based on skills, availability and fit
- Published: 2020-05-22
- Modified: 2023-02-22
- URL: https://birdviewpsa.com/professional-services-project-prioritization/
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### 60% Increase in Productivity When Using Birdview PSA
> Learn how one of the leading US telecommunications companies boosted its team’s productivity since switching from multiple reporting systems to Birdview PSA.
- Published: 2020-05-07
- Modified: 2023-02-01
- URL: https://birdviewpsa.com/client-case-studies/centurylink/
“I can create a project in Birdview PSA 50-75% faster than I could in our previous PM system.”
Team Function: IT Website Client Profile CenturyLink is a technology leader delivering hybrid networking, cloud connectivity, and security solutions to customers around the world. Through its extensive global fiber network, CenturyLink provides secure and reliable services to meet the growing digital demands of businesses and consumers. The Challenge For a company this large, with multiple entities that have come together, reporting has always been a challenge for us. Data was scattered and accessing it from multiple systems was time consuming and inefficient. Our productivity suffered and our leadership didn’t have the visibility it required. Outcomes The support team at Easy Projects has helped us create custom reports that have enabled us to pool data and provide real-time metrics to executives within a minute’s notice. Being able to collect data from multiple systems and to house it in one system where everyone can see it is extremely valuable. Reporting is now easy, leadership has full visibility and answers to inquiries within minutes. Through faster billing and smoother intake process, using Easy Projects has helped us improve our cash flow by decreasing our delivery to cash time by 15%. The Results our data is now centralized and easily accessible; 60% increase in productivity; faster delivery to cash times. Download a PDF version of this Case Study
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### The UOIT Saves over 3h/Day on Project Setup and Reporting
> Discover how the University of Ontario Institute of Technology saved at least 3 hours per day on project setup and reporting when using Birdview PSA.
- Published: 2020-04-21
- Modified: 2023-01-31
- URL: https://birdviewpsa.com/client-case-studies/uoit/
“I have 100% more buy in from our Team to use Birdview PSA than any previous System. We know it will adapt to all of our needs.”
Team Function: Marketing Website Client Profile University of Ontario Institute of Technology delivers a leading-edge learning environment that uniquely combines academic knowledge, research opportunities, hands-on skills, and vibrant student life. More than 10,000 undergraduate and graduate students from over 65 countries are taught by world-class professors who are experts in their field. The Challenge “The demands on our Communications and Marketing department were growing exponentially while our resources were staying the same. We needed something that was responsive, easy to use, and was able to organize our work to ensure nothing fell through the cracks. ” “We needed to begin to apply a value to the work that we were doing, and so we needed a system that could help us to track all activities from all team members as well as generate reports of our project output. It had to be a system that was low maintenance, but that would capture all project requests in a central location. ” - Amy N. , Manager of Projects and Event Services. Outcomes “We have found EP to be able to keep up with our workload without adding extra “work” to our days. I have been able to provide reports with faster turnaround time, and the success, hard work and output of materials from our team are better shown and understood. ” “I am now able to optimize and allocate our resources more efficiently and have seen a reduction in duplicated efforts on some projects between members of our team. Their accountabilities...
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### Increasing Yearly Number of Completed Projects by Over 50%
> Learn how a wholesale insurance broker increased the number of completed projects per year by leveraging the Birdview PSA robust functionality.
- Published: 2020-04-21
- Modified: 2024-10-01
- URL: https://birdviewpsa.com/client-case-studies/global-insurance-brokerage/
“Birdview PSA has been a partner to us and assisted us in the growth of our PMO. They have been willing to listen to our ideas and work with us as we grow.”
Team Function: Professional Services Website Client Profile This Global Insurance Brokerage and risk management services firm helps clients address risk, protect assets and recover from losses. The products and services provided keep businesses and institutions running, and enable individuals and families to rebuild their lives. Recognized by the Ethisphere Institute as a World’s Most Ethical Company. The Challenge “We lacked a central repository where all projects lived and where management could look to find status, health, and visibility into those projects and upcoming projects. Dashboard reports for the CIO were created by copy & pasting data from multiple spreadsheets into a single spreadsheet for his to view. ” - Kevin D. , Systems Project Manager. Plan of Action “When I came into the Organization, we were planning to adopt a PPM tool used elsewhere in the company. After an extensive search, we decided on Easy Projects because of its value proposition: its features, functionality, and ability to be easily customized at the best price made it an easy decision for us. ” Outcomes “After nearly 1. 5 years of use, we have grown from a single department using EP to over 400 active projects across multiple portfolios. My experience has been that I get requests from departments and divisions across our Organization requesting to get Easy Projects for their team because they saw it being used in another meeting, and they really liked what they saw. Easy Projects is highly customizable and has allowed us to meet the unique needs...
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### 50% Increase in Revenue by Switching to Birdview PSA
> Discover how one of the largest MEP engineering services companies doubled its revenue since adopting project management solutions by Birdview PSA.
- Published: 2020-04-21
- Modified: 2023-11-20
- URL: https://birdviewpsa.com/client-case-studies/new-york-engineers/
“The most important outcome from Birdview PSA is happier resources. We can measure and award quality of the work which helps teams stay motivated as they feel their efforts are recognized and appreciated.”
Team Function: Professional Services New York Engineers operates nationwide and internationally offering mechanical, electrical, plumbing (MEP) engineering services along with sprinkler- fire protection engineering, building commissioning and assessment services. The Challenge “We had no record of the time taken by engineers to complete projects and we could not update clients on the project progress. Excel and email conversations became too complicated in scenarios where engineers were working on projects with different rules or regulations than i. e. buildings 100 ft or higher. ” Plan of Action “When the UI of the PM tool we were using become too complicated and we could not assign and check company wide tasks, we realized that our engineers were spending more time working with the tool than focusing on their actual work. So, our team spent one month researching and demoing various PM platforms. In the end it was the easy mobile application, the custom forms feature, excellent support, and the simple yet comprehensive interface that made Easy Projects our ideal PM Software. ” Outcomes “With Easy Projects, we have achieved more than we even imagined. It helped us to achieve 99. 9% on time-on quality project results and saved hundreds of man-hours spent on a rework of floor plans and MEP designs. The role administration option helps managers to assign and check workload on engineers whereas principals can focus on more important tasks, which is helping us to form a second line of leaders. ” The Results Increased accountability Over 600 weekly tasks...
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### Сompleting over 5700 Projects a Month with Birdview PSA
> Learn how one of the leaders in the telecommunications engineering industry applied Birdview PSA to finish up more projects per month than ever before.
- Published: 2020-04-21
- Modified: 2023-01-31
- URL: https://birdviewpsa.com/client-case-studies/advanced-one/
“The most dramatic improvement has been that the duration of our high volume projects has decreased by 30% since we started using Birdview PSA.”
Team Function: IT Website Client Profile Advanced 1 provides complete engineering services for the telecommunications industry. They offer Field, CAD and Technical Services to meet their clients ever changing needs. The Challenge With our old PM tools we had a number of challenges: No visibility at the portfolio and customer level; No ability to control access to data based on employee role, which led to communication issues; Incomplete or old data impacting decision making; We weren’t tracking employee time so we had no insight into employee performance, efficiency and overall project ROI. As a result, we experienced missed deadlines, client satisfaction issues, and overtime work. The Outcomes We were able to mirror and improve the process we are using in the real world in Easy Projects – this was the only tool that can could elegantly reproduce our workflows; All of our data lives in one place now; Elimination of the use of Excel and our other financial tools; We completely automated our project intake process using the Easy Projects API; Total visibility for management to make decisions based on real-time data. The Highlights Communication has improved as a result of having full visibility. This also has allowed us to operate more efficiently. The Results More projects and tasks completed than ever before (5,700 projects and 24,000 tasks per month) Data is now all in one place for better visibility and reporting Projects are now being completed 30% faster Download a PDF version of this Case Study
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### Over 80% of tasks completed within schedule and on budget
> Learn how Birdview PSA became a single project management environment for Brooks Life Sciences' diverse team and helped them increase productivity.
- Published: 2020-04-21
- Modified: 2023-02-01
- URL: https://birdviewpsa.com/client-case-studies/brooks-life-sciences/
“Birdview PSA has centered our team and is increasingly having that effect on other teams in Our business. Everyone now knows that a given Project isn’t real until it’s in Birdview PSA”
Team Function: IT Website Client Profile The global leader in automated sample management for drug discovery and biostorage applications. Brooks provides an unparalleled experience in automated compound, biological storage and sample processing solutions. With the largest installed base, over 230 stores, Brooks’ systems manage over 1 billion samples worldwide. The Challenge “The problem was that work was dispersed across multiple systems and manual methods so efforts were not being captured properly. We needed a project portfolio, reporting, and time tracking solution in one. ” - Clay Angelly, Business Unit Manager Plan of Action The decision to go with Easy Projects was made based on the platform’s ability to handle robust API, time tracking, custom fields, easy searching/filtering through projects and reporting capabilities with high-quality performance and quick responsiveness. Additionally, it was the Easy Projects success team’s dedication and round the clock support and configuration that sealed the deal. The Outcomes “Our business has a diverse set of users and the Easy Projects implementation team quickly and effectively met our specific needs. EP became key to an early success story during our internal business goals towards true Continuous Improvement efforts as well because of its easy, yet robust reporting capabilities. ” - Clay Angelly, Business Unit Manager “Now that we are using Easy Projects, our department has gained full visibility which has helped us attain funding for two additional Support Specialist FTEs and allowed our developers to focus more on the development of new features rather than supporting day to day...
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### Reducing the Time to Complete a Project by 26%
> Discover how an agriculture and horticulture company managed to run over 130 projects simultaneously with the help of Birdview PSA.
- Published: 2020-04-21
- Modified: 2024-10-01
- URL: https://birdviewpsa.com/client-case-studies/agriculture-and-horticulture/
“Now we can consistently deliver more value to our stakeholders and do so quicker than ever before.”
Team Function: Marketing This non-profit statutory levy board’s purpose is to make agriculture and horticulture industries more competitive and sustainable through factual, evidence-based advice, information and activity The Challenge A new director was brought in to lead a brand new creative and marketing team. As they built out and refined their processes it quickly became apparent that they were headed for trouble. Excel was the main tool for planning and allocation. PDF forms were used for briefs and project details. Project collaboration, communication, resource allocation and reporting were non-existent or too labor-intensive. The decision was made to acquire a complete project management solution. Adoption and ease of use were the most important factors when evaluating about 20 tools. It was critical to get up and running quickly and select something that the entire team would buy into. The Outcomes We can now see all of our projects in real-time in one place. This allows us to make better decisions about resource allocation and project intake. With solid processes around these two functions we can be confident that our projects are on track; A surprising side effect is that while mistakes are still being made, now we’re able to correct them and learn from them in a consistent way that ensure they aren’t repeated. The Highlights Projects timelines are more accurate and projects are being delivered on time. The Measurable Results 26% reduction in the average duration of the projects 16% improvement in the percentage of projects completed on schedule, with...
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### Suswaram Sridhar
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/suswaram-sridhar/
“We have started using EP from past 3-4 months. The product is very useful to manage our IT deliveries tracking to closure. Very easy to understand and work with. Besides, technical support is really commendable. To my knowledge, companies can adapt to this application very easily and get benefited managing deliveries. ”
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### Ultiminio Ramos Galan
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/ultiminio-ramos-galan/
“I love it Easy Projects . NET software. At least three features are very important for me: the sub tasks; report generator and meetings rooms. ”
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### Nathan Schnitman
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/nathan-schnitman/
“The Easy Projects program is a GREAT time saver! It also prevents things from falling through the cracks. Since it is so customizable, this program can easily adapt to any company's situation. It is working beautifully for us. Finally, we have gotten a handle on our workload and are able to maintain it! Thank you! ”
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### Michael Schulze
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/michael-schulze/
“At the Academic Medical Centre in Amsterdam we use Easy Projects for MSI packaging activities including workflow management and reporting. We find that Easy Projects provides us with an easy to use and maintain environment in which we can formalize our needs for supporting the packaging processes. Easy Projects runs on a SQL database which is easily created and upgraded without loss of data. Easy Projects uses an simple yet effective user interface and provides the product-administrator room for registering multiple actions including timesheets and notifications in case an event changes. Support from the people at Easy Projects is great. They swiftly reply on inquiries, assist with practical ideas and use a follow up procedure after a ticket for help is issued. Furthermore, new ideas are welcomed and a lot of ideas are packed with each new version. Easy Projects is great value for money. ”
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### Sheldon Perkins
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/sheldon-perkins/
“We test-drove a number of leading project management solutions that are supposedly designed specifically for creative agencies like ours but not a single one met our needs. Then we found Easy Projects and have grown more and more excited about it every week. It's simple, intuitive, and flexible and has all the features we need to accurately track project progress and costs. We've been shocked to learn just how many billable hours we weren't billing under our old system. It paid for itself the first week we fired it up. ”
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### Matt McIntyre
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/matt-mcintyre/
“My company conducts on-demand, industry leading marketing for small business, As you can imagine that means a lot of projects at once that need to be kept track of. EPN allows us to do that while keeping all staff accountable for their time. They say creative people aren't always the most timely and this fixes that instantly. Thanks! ”
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### Matthew Lester
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/matthew-lester/
“We have tried and implemented various project management software packages over the years and have never quite been satisfied. Most have been so complicated to use that our project managers and staff would only make use of a few fetaures or stop using it completely. Easyprojects made sense to us as soon as we tried the demo. It has been a fantastic product that all of our team have found extremely intuitive to use. We particularly liked the ability to customise our project and task fields to better match our workflow. And now that the staff all use the software for time keeping we have valued the reporting features which have provided accurate insights into our general profitability and productivity. Well done Logic on a great product! ”
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### Chris Robison
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/chris-robison/
“We are very satisfied with EasyProject. It has given us great insight into where we are spending our time in the projects that we have to do. It has also allowed us to figure out which departments in our college are the greatest load on us. It has helped us become more efficient in our time allocation and estimations”.
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### Jay Westercamp
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/jay-westercamp/
“EasyProjects. Net allows our I. T. staff to collaborate on each project and activity with ease. The product is truly dynamic and has a solution for every requirement we have. ”
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### Mark Challinor
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/mark-challinor/
“Yes, (we are) very happy with Easy Projects. It has made it easy to manage a number of remote teams in co-ordinating the delivery of an application for the UK government. ”
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### Richard Rees
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/richard-rees/
“Easy Projects has enabled me to get my distributed workforce all on the same page. My developers work all over the country, but I'm comfortable now that we're able to track the progress of our projects from anywhere. It was easy to setup, it's easy to use, and it works great! ”
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### Margaret Zywczyk
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/margaret-zywczyk/
“Easy Projects is a wonderful tool for managing any type of project, whether it is small or large, ongoing or not. The reason that we found it to be particularly useful was the fact that we could customize it in any way, shape or form. We didn't have to adapt to fit within the program; we adapted the software so it worked in the manner we needed it to. Easy Projects staff was there every step of the way. Thank you! ! ”
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### Bob Lyons
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/bob-lyons/
“As an Easy Projects customer for over 3 years we have utilized the software to manage development for projects across multiple continents. The key to successfully managing projects is the ability to analyze a project and determine the appropriate tools for management. Easy Projects allows our project managers the ability to scale back process based on the scope of the project and maintain consistent project management principles regardless of project size. SkinStore employs Easy Projects for use in Development projects and Marketing projects to ensure that as a leader in online skincare product retail we are able to bring products and features to the market at a much faster pace than our competitors, with a higher degree of quality. The intuitive interface and the ability to customize the workflow provides SkinStore the ability to perform as many as 4-5 website releases per week across multiple websites utilizing multiple development teams. More importantly as a customer we consistently see our feedback rolled into future releases, which means Easy Projects is not just a product they are a partner in our success. Keep up the good work”
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### Horacio Escalada
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/horacio-escalada/
“To manage projects the I. T. Solutions group was using a combination of an in-house developed time tracking application and Excel spreadsheets. As a result, there was no central place to easily access the necessary project's information. Because of the different formats it used to take days to consolidate all the data and produce project status reports. There are 60 users active on the system with approximately 200 projects entered. To date, implementing EP . NET has saved time. For example, billing reports that used to take one to two days to compile can now be completed in a few hours. Also the accuracy of tracking of development hours has improved significantly”
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### Bernd Weusthof
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/bernd-weusthof/
“We are using EP for a long time now. We had an old version of EP, and before, during and after upgrade we had great support. When one of the functions of EP didn't work not only I got good support but a much better solution. The software was updated and adapted to our needs by an remote session! That is what I call customer-friendly! Thanks! ”
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### Johan Theunissen
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/johan-theunissen/
“Easy Projects. net fits our needs perfectly. We have developers all over the world, working in decentralized teams. And Easy Projects. net is there to help them. 24/7 and via any internet computer in the world. ”
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### Tom Nelson
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/tom-nelson/
“I appreciate the effort it takes to provide such quick response times to our questions, technical or otherwise, whether by email or by phone. And the fact that a real person answers the phone immediately when we call Logic Software is so good it's almost shocking! (in a good way, of course). We have gotten to know individuals at Logic Software on a first name basis and always have a pleasant experience getting our questions answered quickly without any hassle. Thank you Logic Software! ”
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### Phil Slover
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/phil-slover/
“I have found Easy Projects to be an easy-to-use and effective tool for monitoring and managing projects. It provides an excellent mix of simplicity and comprehensive capabilities. With a few simple tweaks utilizing Custom Fields and our own special programs, we have been able to automate the entire interaction process with the system and our developers. This includes Status Reporting, follow-up, Time Sheets and a central repository for project related documents. It is the complete package while still remaining one of the most affordable I have seen. ”
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### Irina Tkach
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/irina-tkach/
“We evaluated about 5 project management products before we decide on Easy Projects. We liked that it is very user friendly, has an easy learning curve and is very intuitive – we didn't have to spend any time on training. Easy Projects . NET solved all our problems. It gave us an ability to control all projects, see progress and comments. We also could give user authorizations for each project. It's very structured and easy to learn. We have about 12 people using the tool. Right now Easy Projects probably saves us a full day of labor per month. ”
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### Michael Stoyanovich
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/michael-stoyanovich/
“I have used Easy Projects in several different organizations, where it manages many users and hundreds of clients and projects. It is a good combination of features and functionality for its price-point. Having help desk, project management and reporting features in an all-in-one presentation is both convenient an, in this case, affordable. Combined with the generally intuitive and easy-to-use interface, which is still powerful, the application has been the right choice again and again. ”
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### Mario Giordano
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/mario-giordano/
“EP. NET has drastically improved our department's project management process after migrating from MS Sharepoint Services. The name “EasyProject” is a perfect fit for this product. It is extremely easy to use and keeps us better organized to meet our client's needs. The Time Log option is a major improvement over any other product we've utilized. It has been instrumental in reaching our cost cutting and delivery projections. I'm excitingly waiting for the next version. Thank you and keep up the good work! ”
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### Pamela C. Kurschner, PHR
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/pamela-c-kurschner-phr/
“I just wanted to take a moment to say how absolutely wonderful your support people are. Even if there were another product as good as EasyProjects... I'd never switch because of your support. The issues I've had are due to changing to a new computer and Andy stuck things out with me until things were working again. I am a fanatic about customer service and I cannot recall working with any company that provides the support I've received from EasyProjects. Feel free to quote me on that! ”
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### Jon Burrell
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/jon-burrell/
“EasyProjects is the most cost-effective web based project management solution that we have found. Support staff are extremely responsive, and suggested functionality is noted and implemented as promised in the next version. The hosted solution is now a high availability service which is essential to our business. Overall EasyProjects is a high-quality, cost-effective solution. Keep up the good work. ”
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### Dennis McCarthy
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/dennis-mccarthy/
“Logic Software not only makes project management easier than ever, it's also affordable and accessible. The ability to attach documents to tasks, share updates across the net, and easily and quickly sort project tasks and assignments from anywhere makes anyone involved in the project feel informed and included. This is by far the best upgrade from any project management software anywhere. ”
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### Melissa Reif
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/melissa-reif/
“Easyprojects was just what our company needed. It is affordable project management software that could be used by our development team, as well as other departments. In addition, the customer service that Easyprojects provides could not be matched. ”
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### Debbie Kochis
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/debbie-kochis/
“Our Global Operations team was looking for a project management system that would be easy enough for non-technical people to use, yet robust enough to give us the tracking and reporting we needed to manage projects for all our international companies. After researching other applications and many trial offers, Easy Projects was the only one that could easily be incorporated into our departmental needs. The follow up to any questions we have is excellent! ”
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### Dmitri I. Dubograev
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/dmitri-i-dubograev/
“EP 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 unnecessary duplication in various programs. Your ability to multi-task is obviously increased by using EasyProjects. The additional capabilities that we have not expected were convenient time and expense entries, customized status of projects and tasks, posting of messages within the assignment, e-mail notifications, and re-assignment within the same task. ”
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### Bill Stewart
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/bill-stewart/
“A clinic comprised of a dozen medical professionals engaged me to adapt standard IT project management tools to their business. The business is to manage complex cases where people have had a catastrophic accident. Their challenge is to manage all of the activities of all of the medical professions over the period of one to two years of rehabilitation. These medical professionals found it easy to learn to use EasyProjects. I looked at about a dozen other packages that all claimed to be user friendly – none came close to EasyProjects in terms of ease of use and function. In addition, all were more expensive too! EasyProjects is a great price performer, and the support is great. ”
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### Farhan Chaudhry
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/farhan-chaudhry/
“Easy Projects . NET was successfully deployed in Digital Mail Limited to improve delivery of projects and time tracking for activities. Following a study and an evaluation phase, Easy Projects . NET was implemented and immediately fulfilled all our requirements and provided business benefits from Day 1. Simple and effective, yet flexible, Easy Projects . NET can be applied to all project methodologies, from Prince2 to Agile. We would now recommend EP. NET as the main contender to Microsoft Project Server!
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### Rob Mead
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/rob-mead/
“We have been impressed with Easy Projects since first testing it in Watson-Marlow Pumps Group OEM Division over three years ago! ! We liked that EP. NET was straight forward, did not need up front specialised training, was customisable, and as such was excellent value for our money. EP enabled us to move away from email communications to progress projects and improve decision making traceability, by becoming the single global database for OEM projects. We especially like the simple Request, Task, Issue “Activity” definitions for work management, and the Dashboard for work visibility. The improvements that EP7. 0 has brought are just great; it's like the developers know what we need and deliver it in each upgrade! We are now rolling out the use of EP wider within the Watson-Marlow Pumps Group by setting up Portfolios to represent different project markets. Looking forward to seeing EP8. 0! ! ! ”
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### Kevin Benaicha
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/kevin-benaicha/
“Great tool, its simplicity and ease of use played a key role in the successful delivery of a large, complex business systems implementation across our Australian operations. Easy Projects . NET ensured that the team had full visibility of activities and were able to collaborate on critical tasks effectively. I have already recommended Easy Projects . NET to a number of staff managing complex projects and will certainly be using it again in the future. ”
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### Nick Baskett
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/nick-baskett/
“We did a comprehensive review of project management systems, and required a cross-platform solution that we could deploy across borders, and that was easy to use. Easy Projects . NET stood out from the other solutions we looked at. In using it, we have not been disappointed, it has genuinely made a significant contribution towards solving our problems in cross-border communication on high-value projects. The integration of timesheets and billing has in particular been useful. When we have had issues, the support has been exemplary. I have no hesitation in recommending Easy Projects . NET! ”
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### Terry Williams
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/terry-williams/
“After edging out a shortlist of fifteen products, Easy Projects . NET hasn’t disappointed. Implementation was painless, and we were creating projects and tasks, and entering timesheets immediately. The product’s ease-of-use and flexibility have allowed us to mature our development processes efficiently. Also, timely, competent response from Customer Support and Training staff has impressed us greatly. ”
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### Inese Andersone
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/inese-andersone/
“GatewayBaltic is Market Intelligence and Export Intelligence company. We are running simultaneously several projects and as we are fast growing company; we felt a need for a software that would support the project planning and execution process. With the Easy Projects . NET we were able to better plan for project execution, evaluate availability of our human resources, as well as to have a control over the whole execution process. In this way we have increased our efficiency and profitability! ”
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### Brad Kort
> Brad Kort Testimonials
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/brad-kort/
“Web 2 Market’s team of 13 people design, build, host and support over 100 mid-sized ecommerce sites. Obviously that involves a lot of complex tasks involving multiple team members over long periods of time. Easy Projects . NET has the flexibility to match our unique business processes, and the features we need. The result is more efficient use of our time and happier clients. We also appreciate the excellent support we’ve received. Thanks, Easy Projects . NET! ”
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### Grocery Chain
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/grocery-chain/
“Shortly after we implemented Easy Projects, one of our designers was unexpectedly out of the office for a week. After taking a look at his assignments in Easy Projects we were able to reallocate work so nothing fell through the cracks. That is only one example out of many of how Easy Projects has helped our creative production workflow. ”
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### Louise Hollebecq
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/louise-hollebecq/
“As a consulting firm it is essential for us to be able to manage each engagement as a project and track time against tasks at a detailed level. Easy Projects . NET makes this simple. The interface is easy to use and our consulting team can access the system over the internet from wherever they may be working. Easy Projects . NET truly did make it an easy choice because of the no-risk trial and the ability to easily migrate this account across to be a paid user. The licensing model also provides a flexible range of licensing options to suit small and large businesses. ”
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### Liza Jett, PMP
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/liza-jett-pmp/
“Love it! I couldn’t manage my projects without it. ”
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### Holli Skuza
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/holli-skuza/
“After researching and utilizing the free trial versions of a few project management programs we decided to purchase Easy Projects . NET. We found that Easy Projects offered the most user friendly platform and the tutorials to help new users catch on independently. The Easy Projects . NET support team has been there for us every step of the way, they are always friendly and go above and beyond to help us find the easiest path. We are very happy with the software. ”
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### Steven Garcia
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/steven-garcia/
“When I was first assigned to upgrade our easy project database I was mortified because I had never worked with the database before. But Andy was extremely helpful and walked me through the upgrade process with calm and ease even as I panicked in fear that I would mess something up. Your team is very responsive and has a lot of great resources available which walk you step by step and allow you to perform any task quickly and efficiently. Keep up the great work! Thanks again for the awesome support you guys have. ”
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### Minaz Noormohamed
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/minaz-noormohamed/
“Ever since Easy Projects was introduced here at Wired Messenger, we’ve seen a big improvement in planning and managing our resources. The product is being used across the whole company. Our heaviest users are heads of PMO, Creative, Development and Account Management. Weekly resource report is one of the most useful features for us. It is used daily for our scrum meeting to identify workload for each resource and evaluate tasks statuses of each project. This report provides a good overall picture of what is ahead in the week and what tasks are due. It saves us at least 10-12 hours each month, which we used to spend creating resource workload charts and reports. ”
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### Perry White
- Published: 2020-04-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/perry-white/
“I’m writing to simply share what a great support experience I’ve had. Tasked with migrating our EP install to a new platform, I had some basic technical and process questions. I took a chance on the online chat and was very surprised at the speed and efficiency of the response. My numerous clarifying questions were received well and professionally answered. Well done, I think your support organization should serve as a model in any industry. Regards, Perry. ”
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### Zohar Beneliezer, B. Eng
- Published: 2020-04-09
- Modified: 2024-11-04
- URL: https://birdviewpsa.com/all-client-testimonials/zohar-beneliezer-b-eng/
“Our Aha moment came when a custom report was generated that highlighted a significant ebb in the workload forecast 6 weeks forward. We had guesstimated that our workload would only easy 3 months ahead. If not for this report, we may have been unnecessarily and unacceptably stagnant for several weeks, amounting to over 1000+ man hours of lost cost and revenue opportunity. Giving us full customization to generate reports that could include custom fields is a significant bonus to an already excellent product. ”
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### Professional Services Reports
- Published: 2020-03-13
- Modified: 2023-02-22
- URL: https://birdviewpsa.com/professional-services-reports/
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### Get Started for Free
> Experience first-hand how thousands of teams of all sizes have improved their project management, resource utilization, and project outcomes with Birdview.
- Published: 2020-03-02
- Modified: 2023-11-01
- URL: https://birdviewpsa.com/request-access/
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### Project Management Software for IT Teams
> Birdview’s IT project management software accelerates your IT services and project delivery process. Manage projects, resources, and budgets via a single platform.
- Published: 2020-02-14
- Modified: 2024-01-17
- URL: https://birdviewpsa.com/solutions/project-management-software-for-it/
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### Marketing project management software
> Birdview's marketing project management software offers solutions for planning marketing campaigns, tracking time, expenses, and outcomes, thus helping deliver your best work.
- Published: 2020-02-14
- Modified: 2024-01-08
- URL: https://birdviewpsa.com/solutions/project-management-software-for-marketing-agencies/
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### Business Consulting Project management
> End-to-end Professional Services Automation software for consultants. Take control of every stage of your client projects — from estimates to invoicing
- Published: 2020-02-06
- Modified: 2025-04-11
- URL: https://birdviewpsa.com/solutions/project-management-software-for-business-consulting/
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### Excel
> Connect Microsoft Excel with Birdview PSA to sync data between the tools. Import your Excel spreadsheets to Birdview PSA to easily manage your projects.
- Published: 2019-11-14
- Modified: 2023-01-12
- URL: https://birdviewpsa.com/integrations/excel/
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### Microsoft Project Integration
> Microsoft Project Integration. Transfer your Microsoft Project plans into Birdview PSA and manage your complex projects online with ease.
- Published: 2019-11-11
- Modified: 2023-01-10
- URL: https://birdviewpsa.com/integrations/microsoft-project/
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### Resource utilization: strategies and calculation
> 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: 2024-12-13
- URL: https://birdviewpsa.com/resource-management-guide/resource-utilization/
What is resource utilization? First, let’s get the answer to the question, “What is resource utilization? ”. Resource utilization refers to the amount of time or effort that a resource, such as people, equipment, or materials, is being used to complete work on a project. It is a measure of how effectively and efficiently resources are being utilized in a project to achieve specific goals. High resource utilization means that resources are being used to their maximum capacity, while low resource utilization indicates that resources may be underutilized or that there is room for improvement in resource allocation. Effective resource utilization is critical to project success, as it can help to minimize costs, reduce delays, and improve overall project performance. The resource utilization rate is a very valuable metric in project management resource analysis; it can be calculated for every team member individually or for an entire team. Resource utilization in project management Resource utilization in project management refers to how effectively team members, tools, and other resources are used to achieve project goals. It measures the percentage of available resources that are actively working on billable tasks, ensuring they’re not over-allocated or underused. Proper resource utilization is key to optimizing efficiency, controlling costs, and ensuring projects stay on schedule. To maximize resource utilization, project managers need to balance workloads, monitor capacity, and regularly reassess how resources are being deployed throughout the project lifecycle. Using tools like Birdview PSA can help track and optimize resource allocation, leading to more successful...
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### Resource tracking in project management
> Resource tracking is the process of monitoring the usage of resources, tracking their availability and reporting, and their performance.
- Published: 2019-10-25
- Modified: 2024-10-28
- URL: https://birdviewpsa.com/resource-management-guide/resource-tracking/
What is resource tracking? Resource tracking is the process of monitoring the usage of resources, tracking their availability and reporting, and their performance. It involves collecting data about the use of resources, analyzing that data, and taking action to optimize resource use and ensure that project goals are met. Resource tracking can include monitoring the time spent on specific tasks, tracking project costs, and keeping track of materials and equipment used in a project. This data can then be used to identify areas of inefficiency or overuse, and to make adjustments to resource allocation in order to improve project outcomes. In addition to helping to manage resources, resource tracking can also be used to provide stakeholders with progress updates and to ensure that projects are staying on track. Four benefits of effective project resource tracking4 advantages of effective resource tracking in project management Resource tracking provides an accurate snapshot of how resources are allocated and utilized in real time. This allows project managers to make well-informed decisions about resource allocation and proactively address any emerging issues. Resource tracking holds significance for organizations as it:Optimize resource allocation By tracking the use of resources, project managers can identify areas of inefficiency or overuse and make adjustments to optimize resource allocation. This can help to improve project outcomes, reduce costs, and minimize waste. Manage project risks Resource tracking can help project managers identify potential risks and take action to mitigate them. For example, if a project is at risk of going over budget,...
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### Resource Management Guide
- Published: 2019-10-25
- Modified: 2023-02-13
- URL: https://birdviewpsa.com/resource-management-guide/
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### How to finish a project on time and within budget
> 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: 2024-10-28
- URL: https://birdviewpsa.com/project-management-guide/how-to-finish-projects-on-time-and-on-budget/
All projects start with a plan and a budget. But sticking to either is usually one of the biggest challenges and the cause of most failed projects. But that doesn’t mean it’s impossible. We just have to go about it the right way. Here are the key items that you need to keep a close eye on to detect problems early and complete projects on time and within budget. Keep in Mind: A project has a beginning and an end That means month end processing could be a project, but sales wouldn’t be one. Another example is marketing campaigns, they are often seen as projects, but selling the products is not. Plan thoroughly and define the scope clearlyStart with exhaustive planning that encompasses all aspects of the project, including a clear, detailed scope, objectives, and expected deliverables. When defining the project scope, make sure to establish clear boundaries by also stating what is out of scope. This clarity helps prevent misunderstandings and scope creep as the project progresses. The use of visual tools, such as Gantt charts and flow diagrams, in conjunction with the Work Breakdown Structure (WBS), can further enhance understanding and tracking of project tasks and milestones, making the planning more accessible to all team members and stakeholders. During the planning phase, create a comprehensive project charter. This important document outlines the project's scope and goals, what needs to be done, when it needs to be completed, and who is involved. It acts as an official agreement and...
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### 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.
- Published: 2019-10-09
- Modified: 2025-04-15
- URL: https://birdviewpsa.com/project-management-guide/how-to-plan-a-project/
In this section, we’ll take a close look at starting and planning a project. We’ll show you how to plan a project from start to finish, gather the information you need, choose the right team, select the appropriate methodology, and get approval from project stakeholders. What is a project planWhat is a project plan? A project plan is a blueprint of a project, meticulously outlining the who, what, when, and how of bringing a project from concept to completion. It is a formal document that defines the project scope, objectives, resources, and all the necessary steps to achieve the project's goals. This comprehensive guide serves not only as a roadmap for project execution but also as a tool for communication among stakeholders, ensuring everyone involved has a clear understanding of their roles, responsibilities, and the project timeline. Why is project planning important? Project planning is an indispensable phase within the entire project cycle, which typically includes initiation, planning, execution, monitoring, and closure. Project planning is where the project's vision is transformed into a structured action plan, detailing every task, resource, and timeline needed to achieve the project goals. Effective planning serves as the project's backbone, helping managers and teams to anticipate potential challenges and devise solutions proactively. With a well-prepared project plan, you can: Ensure that every member understands their role, responsibilities, and the expectations placed upon them. Facilitate better decision-making, as stakeholders have a comprehensive overview of the project, its scope, and its constraints. Anticipate and mitigate risks by...
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### Roles and responsibilities of a project manager
> A Project Manager takes ownership of several aspects of a project, including the project's planning, monitoring, controlling and closure upon completion.
- Published: 2019-10-09
- Modified: 2024-10-28
- URL: https://birdviewpsa.com/project-management-guide/the-project-manager/
In any organization where multiple projects are managed simultaneously, the role of a project manager becomes crucial. A project manager is responsible for planning, executing, and finalizing projects according to strict deadlines and within budget. This includes acquiring resources and coordinating the efforts of team members and third-party contractors or consultants to deliver projects according to plan. The project manager must also define its objectives and oversee quality control throughout its life cycle. Who is a project manager? A project manager is a professional overseeing a project's temporary and unique activities. Unlike regular management roles, which maintain ongoing processes, a project manager is responsible for creating something new within a specified scope and timeframe. Essential qualities of an effective project manager include leadership, communication, problem-solving, and risk management skills. Therefore, “project leaders need a varying set of leadership competencies to navigate such complexities to reach successful project completion. The problem is that project leaders might lack a specific set of leadership skills to navigate the complexities noted above to reach successful project completion” (Cleveland & Cleveland, 2020, p. 35). Importance of project managers in an organizationThe importance of project managers in an organization Project managers are indispensable in ensuring that an organization’s strategic visions are transformed into executable plans, ultimately leading to successful project completion. Their impact on organizational success is multifaceted, as they optimize project execution, thereby saving time, reducing costs, and efficiently utilizing resources. Project managers are pivotal in bridging the gap between the executive strategic vision and...
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### Project team and work management
> Learn best practices for team management, how to increase team collaboration and how great Project Managers raise the bar for team performance.
- Published: 2019-10-09
- Modified: 2024-11-11
- URL: https://birdviewpsa.com/project-management-guide/team-work-management/
Navigating team and work management is a key skill in today’s project-driven world. Whether it’s a small team effort or a major project, knowing how to manage people, tasks, and tools effectively is essential. This guide covers everything you need to know about managing teams, from different management styles and the vital skills every leader should have to the importance of choosing the right communication and collaboration tools to keep everyone on track. Understanding your project management teamA project management team is essential for turning your project vision into reality. As the manager, you play a pivotal role in leading this diverse group of individuals who are dedicated to achieving the project’s goals. From the outset, your ability to manage, motivate, and understand the dynamics of this team will greatly influence the project's success. Constructing the right team is more of an art than a science. It typically includes: Project Manager (You):You are at the helm, steering the project to success. Your responsibilities encompass planning, execution, and closing of the project. You are the bridge between the team and the stakeholders. Core Team Members:These are your go-to experts, each bringing specialized skills and knowledge critical for various aspects of the project. Stakeholders:These can be anyone from clients and investors to internal departments impacted by the project. Their input can provide valuable insights that shape the project’s direction. Support Staff:They handle the logistical and administrative support, helping to clear the path for the core team to focus on technical tasks. What...
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### Reseller Form
- Published: 2019-08-01
- Modified: 2023-02-10
- URL: https://birdviewpsa.com/reseller-form/
---
### Adobe Integration
> Manage your work and Adobe Creative Cloud projects within Birdview. Navigate across multiple projects and assets while simplifying team collaboration.
- Published: 2019-07-22
- Modified: 2023-01-11
- URL: https://birdviewpsa.com/integrations/adobe/
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### Lifecycle
- Published: 2019-07-03
- Modified: 2023-02-22
- URL: https://birdviewpsa.com/project-lifecycle/
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### Buyer's Guide
> This resource library is intended to assist you in the process by covering all key topicsinvolved in the selection of the best work management software for your team.
- Published: 2019-06-06
- Modified: 2023-02-13
- URL: https://birdviewpsa.com/choosing-project-management-software/
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### Integration with Office 365 Outlook
> This integration brings the power of project management to your Office 365 Outlook environment. Easy Projects for Outlook allows you to easily convert emails into tasks, requests or issues right from Outlook.
- Published: 2019-05-23
- Modified: 2021-06-29
- URL: https://birdviewpsa.com/office-365-outlook/
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### AI Project Management
> Streamline your workflow with Birdview's AI-powered writing and planning tools to achieve greater results.
- Published: 2019-03-11
- Modified: 2023-04-26
- URL: https://birdviewpsa.com/software/ai-assistant/
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### Asana Alternative
> Birdview PSA is an Asana alternative that users say has more powerful resource planning utilization, built-in reports, dashboards and Business Intelligence.
- Published: 2019-02-28
- Modified: 2023-05-02
- URL: https://birdviewpsa.com/alternatives/asana-alternative/
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### Workfront Alternative
> Birdview PSA is a WorkFront alternative that users say is easy to use, has more powerful resource planning, improved team onboarding, and is significantly less expensive.
- Published: 2019-02-28
- Modified: 2023-05-02
- URL: https://birdviewpsa.com/alternatives/workfront-alternative/
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### Smartsheet Alternative
> Birdview PSA is a Smartsheet alternative that users say has more powerful resource planning capabilities, flexible time tracking, better reporting (and dashboards and BI), and flexibility through customization options. Deploy in the cloud, your private cloud or your network.
- Published: 2019-02-28
- Modified: 2023-05-02
- URL: https://birdviewpsa.com/alternatives/smartsheet-alternative/
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### Birdview PSA vs. Wrike
> Birdview PSA is a Wrike alternative that users say has project portfolio management, more powerful resource planning utilization, Business Intelligence reports, and is easily adaptable to your needs.
- Published: 2019-02-28
- Modified: 2023-05-02
- URL: https://birdviewpsa.com/alternatives/wrike-alternative/
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### Alternatives
> Easy Projects is the best alternative for mid-size to large companies looking for Project Management Software.
- Published: 2019-02-28
- Modified: 2023-02-22
- URL: https://birdviewpsa.com/alternatives/
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### The Ultimate Guide to Project Management
> Read our definite guide to Project Management. Learn what makes a successful project: how to plan and finish projects on time and on budget.
- Published: 2019-01-15
- Modified: 2023-02-13
- URL: https://birdviewpsa.com/project-management-guide/
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### Enterprise Project Management Software
> Rated as a Leader in Enterprise Project Management Software. Global team management, enterprise security, portfolios, Business Intelligence and AI.
- Published: 2018-08-08
- Modified: 2023-08-09
- URL: https://birdviewpsa.com/solutions/enterprise-project-management-software/
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### Why Easy Projects
> Organizations of all sizes across 70 countries rely on Easy Projects every day to power their work and manage their projects
- Published: 2018-07-18
- Modified: 2021-10-12
- URL: https://birdviewpsa.com/why-easy-projects/
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### GDPR Commitment
> 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/
Overview General Data Protection Regulation (GDPR) is a data privacy regulation that becomes enforceable on May 25, 2018. GDPR covers the protection of Personal Identifiable Information (PII) of EU citizens’ that is processed, stored, and managed by organizations and/or exported outside of EU. Keeping customer data private and safe is of paramount importance for Birdview PSA. We’re currently assessing processes and systems and reviewing current product features in order to implement necessary changes. Birdview PSA will comply with all applicable requirements of the GDPR by the May 25, 2018 deadline. In regards to GDPR classification, the Birdview PSA platform is considered to be “Processor”. Customers of the Birdview PSA application are classified as “Controller”. What we’re doing We are reviewing all vendors who act as sub-processors for the Birdview PSA data to ensure GDPR-compliance by May 25, 2018, including but not limited to reviewing data collection, data disposal and general business practices. We are reviewing and updating our policies and business practices to ensure compliance. Work with other leading technology firms to implement best practices. FAQ Q: Data Storage - Where do you host data? A: Birdview PSA uses Microsoft Azure for hosting our application, and service is delivered from data centers located in the United States, Europe and Canada. Microsoft Azure offers the most comprehensive set of certifications and attestations of any cloud service provider, including: ISO 27007 PCI DSS HIPAA SOC 1,2,3 FedRAMP UK G-Cloud By May 25th 2018 all accounts for our European clients will be moved the datacenter within EU. You can read...
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### Events
> PM events and webinars, hosted by the project management consultants at easy Projects. Sharpen your PM skills and connect with your project management community at birdviewpsa.com
- Published: 2018-06-13
- Modified: 2024-02-06
- URL: https://birdviewpsa.com/events/
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### Privacy Policy
> 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/
Purpose and Who we are We are committed to maintaining the confidentiality, integrity and security of all Personally Identifiable Information (PII) collected from our current and potential Customers. To demonstrate our commitment to protecting your privacy rights, our privacy policy (“Privacy Policy”) describes how Logic Software Inc. , developer of the Birdview PSA Software, ("Birdview PSA", "us", "we", or "our") collects, uses, protects and discloses information about you through our online interfaces (e. g. , websites, web applications, and mobile applications) owned and controlled by us, including the web properties associated with birdviewpsa. com (collectively referred to herein as the "Site") and/or PII provided to us by third parties based on your consent. Please read this policy carefully to understand our privacy practices. If you do not understand any aspect of our Privacy Policy, please contact our Privacy Officer at privacy@birdviewpsa. com, or through the contact information below: Mailing Address: 1 King Street W, Suite 4800 - 271 Toronto, ON M5H 1A1, Canada Telephone: +1 (416) 907-9944 Email: privacy@birdviewpsa. com Web Form Submission: https://birdviewpsa. com/contact/ Your use of our Site is also governed by our Terms of Use. If you do not agree with either the Terms of Use or Privacy Policy, please do not use or purchase Birdview PSA. If you reside or are located in the European Economic Area ("EEA"), then we consider ourselves both a Data Controller and Processor of all PII collected via the Site and of certain Personally Identifiable Information collected from third parties, as set...
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### Kanban Board
> With just one click, any project can be viewed as a Kanban Board. Get full, real-time visibility into every moving part of the project
- Published: 2017-11-10
- Modified: 2022-12-19
- URL: https://birdviewpsa.com/software/kanban-project-management-software/
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### PM Course Successful
- Published: 2017-11-09
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/pm-course-successful/
Improve your Project Management skills by taking this free course created by Easy Projects experts. Topics include: Secrets to Complete Projects On Time and On Budget How to Drastically Improve Your Time Estimates and Billing Absolute Accountability: Making Sure Things Get Done Creating Bird's Eye View of Your Projects And more... Thank you for subscribing to our free project management email course
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### Планирование ресурсов
> Используйте программное обеспечение для планирования ресурсов, чтобы контролировать свои активы: сотрудников, сроки и бюджет
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/resource-planning-software/
Контролируйте ценные активы: загруженность сотрудников, затраты времени, учет оборудования. Отчет по загруженности сотрудников Распределяйте нагрузку сотрудников рационально с помощью отчетов, в которых используется наглядная цветовая кодировка. Вы больше не столкнетесь с жалобами коллег об отсутствии задач или переработке. Моделирование ресурсной нагрузки С помощью функции Resource Loading Simulator: Подбирайте проектную команду исходя из профессиональных навыков и наличию свободного времени у кандидатов; Проверяйте загруженность сотрудников; Исключайте конфликты в расписании между планируемым и уже существующими проектами.
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### О нас
> Узнайте больше о создании Easy Projects, нашем мировоззрении и о людях, чья цель — сделать работу над проектами доступной, удобной и простой
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/about/
История развития и коллектив, создающий продукт для управления проектами – Easy Projects Узнайте больше об Easy Projects: история создания нашего ПМ-продукта, наша миссия, люди, которые его создают. Наша история Easy Projects — продукт от Logic Software Inc. , компании по разработке программного обеспечения со штаб-квартирой в Торонто. Давным-давно, в 2003 г. , когда компании потребовалась система проектного менеджмента для внутреннего потребления, имеющиеся на тот момент варианты нас не устроили. Основным подходом к управлению проектами была бумага, белые доски и электронные таблицы типа Excel, однако данный подход показался нам слишком сложным, лишенным возможностей командного сотрудничества и масштабирования. Классические приложения того времени предлагали дополнительные проблемы, коль скоро в них имелись ограничения на пользовательский доступ и отсутствовал функционал "все в одном". Не найдя в итоге подходящего варианта, мы решили взять дело в собственные руки. Это ознаменовало началао нашего продукта по управлению проектами – Easy Projects. Хотя поначалу мы создавали продукт для собственных нужд, Easy Projects вскоре завоевал популярность среди существующих клиентов Logic Software, и к нам начали поступать просьбы продать им это программное обеспечение, так чтобы они могли использовать его и как внутренний продукт и в работе с клиентами. Так начался путь Easy Projects как коммерческого продукта. В течение последних нескольких лет Easy Projects обрел внушительную клиентскую базу и получил широкой признание в индустрии. В 2008 г. Easy Projects стал финалистом конкурса Jolt Product Excellence Awards, своего рода "Оскара" в индустрии программного обеспечения. Наша миссия Easy Projects делает упор на функциональных возможностях, которые полезны для организаций в реальной жизни, а не на всяческих...
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### Дашборд
> Панель управления Easy Projects разработана для того, чтобы предоставить мгновенный доступ к проектам, задачам и показателям
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/project-dashboard/
Дашборд Easy Projects похожа на приборную панель автомобиля: важные показатели всегда перед глазами. Вы будете знать на какой стадии находится проект, предотвращать ошибки и контролировать процессы. Обзор всех проектов Получите общее представление по всем проектам компании: ресурсы, задачи, успешность — графики и диаграммы Easy Projects дадут ясную оценку. Адаптируйте под свои нужды Что для вас важно: время потраченное на проекты за прошлый месяц, следование бюджетному плану, список просроченных задач или, может быть, график загрузки сотрудников? Добавьте эти или любые другие виджеты на ваш персональный дашборд. Виджетами могут быть таблицы, графики и метрики.
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### Маркетинг и креатив
> Easy Projects — это программное обеспечение для успешней работы над маркетинговыми и креативными проектами онлайн
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/marketing-project-management-software/
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### Отчеты
> Используйте встроенный генератором отчетов,чтобы быстро выводить нужные метрики. Экспортируйте отчеты Easy Projects в PDF-документ и Excel-таблицу для просмотра и редактуры на устройстве, которое не подключено к Интернету
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/project-reports/
Мы подготовили 30 шаблонов отчетов, среди них карточка проекта, биллинг, нагрузка сотрудников, затраченное время и другие. Создавайте собственные шаблоны с помощью встроенного генератора. Отчет готов за минуту Новички тратят часы на подготовку отчетов, а могли это время потратить на изучение проекта. Опытные работники вместо выполнения важных задач заполняют длинные формы. Мы в Easy Projects говорим «Хватит! ». Генератор отчетов Создавайте собственные таблицы, диаграммы и метрики, используя различные источники данных: проекты, задачи, тайм-логи. Вы можете редактировать форму и содержание отчетов, а также поместить готовый отчет на дашборд. Экспорт отчета в PDF и Excel Экспортируйте отчеты Easy Projects в PDF-документ и Excel-таблицу для просмотра или редактирования на любых устройствах.
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### Командная работа
> Программное обеспечение для совместной работы над проектами Easy Projects позволяет руководителям проектов, командам и клиентам из разных точек мира сотрудничать в режиме реального времени
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/project-collaboration/
Простое и комфортное взаимодействие между членами команды — вот цель, которую мы преследовали при создании Easy Projects. Подход, когда руководитель планирует проект в одиночку на своем компьютере, а затем распределяет задачи между сотрудниками устарел. Командная работа дает лучший результат: повышается эффективность и продуктивность, пропадает необходимость в микроменеджменте. Командное обсуждение Общайтесь с коллегами по задачам и проектам. Обсуждения протоколируются, поэтому можно вернуться к записи, если вы вдруг что-то пропустили. Отправляйте сообщения через приложение или по e-mail. Обмен файлами Прикрепляйте к сообщениям файлы — члены команды сразу же получат к ним доступ.
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### Календарь
> Следите за сроками, нагрузкой и отпусками с помощью онлайн календаря Easy Projects
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/project-calendar/
Проектный календарь Получите общее представление о здоровье и этапах реализации проекта с помощью календаря. Фильтруйте календарь по датам, клиентам, портфелям и другим параметрам. Персональный планировщик и командный календарь Организуйте встречу и мероприятие, выберите даты отпуска — сообщите команде о своих планах.
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### Мобильные приложения
> Управляйте проектами вне офиса с помощью мобильных приложений Easy Projects для Android и iOS
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/mobile-apps/
Управляйте проектами вне офиса — используйте мобильные приложения Easy Projects для iOS и Android устройств. Задачи всегда под рукой Создавайте задачи, назначайте исполнителей, вносите изменения, отслеживайте прогресс не включая компьютер. Учет рабочего времени вне офиса Заносите в журнал учета времени часы потраченные на совещание и встречу: информация с мобильного устройства синхронизируется с веб-приложением моментально. Командная работа Пишите сообщения, отправляйте файлы, оставляйте комментарии к задачам, информируйте команду и клиента о важных изменениях — используйте мобильное приложение Easy Projects.
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### Связаться с нами
> 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/
Logic Software, Inc. Головной офис 1120 Finch Avenue West, Suite 201 Toronto, Ontario M3J 3H7 Canada Факс: +1 888 261 8978 Тел. (звонок бесплатный): +1 888 261 9878 Офис: +1 416 907-9944 Если у вас есть вопросы или пожелания, будем рады вам помочь. Вы можете заполнить форму ниже или послать нам сообщение на адрес: info@birdviewpsa. com Спасибо!
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### Консалтинг и Профессиональные услуги
> Почувствуйте комфорт и пользу с бесплатным клиентским доступом, ресурсным планированием и общением без границ
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/professional-services-organizations/
---
### Входящие запросы и формы
> Экономьте время в работе с пользовательскими формами: конвертируйте данные в задачи одним щелчком мыши
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/project-management-forms/
Пользовательские формы чаще всего служат для сбора данных по новому проекту или для учета входящих запросов. Но вы можете настроить их для сбора любой нужной вам информации! Используйте наши шаблоны или создайте свои уникальные формы — превратите Easy Projects в то, что вам нужно: опросник, программу отслеживания проблем, средство для сбора и обработки заявлений на работу или инструмент для внесения правок клиентом. Создание форм за считанные минуты Создавать формы просто: добавьте нужные поля, укажите кто будет получать уведомления и получите код для встраивания на веб-сайт или ссылку для электронной почте. Примеры использования пользовательских форм:Отдел продаж Учет клиентов (CRM) Учет сделок Опросник клиентов Отдел кадров Сбор анкет кандидатов Результаты собеседований Запросы на отпуска IT и разработка ПО Проектные заявки Оповещение о найденых дефектах Тикеты Управление проектами Контроль расходов Протоколы совещаний Учет рисков Опросники Обратная связь для техподдержки Сбор отзывов клиентов Сбор идей для новой версии продукта Предоставьте доступ Выберите из трех вариантов доступа к формам: Только пользователи Easy Projects Публикация на корпоративном портале для всех сотрудников (встраиваемый HTML код) Доступ для всех у кого есть ссылка на специальный URL Превращайте формы в проекты и задачи Экономьте время в работе с пользовательскими формами: конвертируйте данные в задачи одним щелчком мыши. Используйте шаблоны, чтобы создавать задачи еще быстрее!
---
### Уведомления
> Будьте в курсе любых изменений на проекте с помощью уникальных правил нотификации
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/e-mail-notifications-keep-you-updated/
Задайте правила нотификации для пользователей —сотрудники будут получать уведомления о событиях, которые требуют их внимания. Быть в курсе Люди должны знать о тех задачах, которые они могут решить — мы в Easy Projects отлично это понимаем, поэтому и создали гибкую систему уведомлений. Так, один пользователь будет видеть только поставленные на него задачи, в то же время другой пользователь увидит все задачи по проекту. Ничего лишнего Получайте все уведомления без исключения или только сводку за несколько дней, отслеживайте дедлайны и просроченные задачи — настройте нотификацию под свои нужды.
---
### Команды по управлению проектами
> Сдавайте проекты в срок и в бюджет с помощью системы управления проектами. Информируйте заинтересованные стороны, вдохновляйте членов команды
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/project-management-teams/
---
### Уровни доступа и безопасность
> Узнайте, как решить проблемы безопасности и предоставить доступ к проекту ограниченному кругу лиц с Easy Projects
- Published: 2017-10-13
- Modified: 2023-02-20
- URL: https://birdviewpsa.com/ru/controled-access-with-user-roles/
Клиентская база, инновационные технологии, анализ продукта конкурента требуют конфиденциальности. Настройте нужный уровень доступа и будьте спокойны за безопасность проекта. Управление доступом Установите или удалите галочки в списке полномочий, чтобы дать или убрать доступ сотруднику. Таким образом, работник сможет редактировать задачи в проекте А и только просматривать задачи в проекте Б. Гибкая система полномочий Easy Projects — это свобода действий в плане распределения полномочий. Мы создали гибкую настройку пользовательских ролей, чтобы она отвечала потребностям проекта. Дополнительная защита данных Трафик в Easy Projects шифруется по HTTPS протоколу. Задайте длину пароля и срок его действия, блокируйте нежелательных пользователей, введите авторизацию через Active Directory — система надежно защищена. Владельцам Enterprise-версии развернутой в отдельном облаке доступно шифрование данных в БД, а также авторизация через Azure AD.
---
### Стоимость
> Easy Projects ведет гибкую ценовую политику для программного обеспечения по управлению проектами онлайн. Приобретайте тот функционал, который будет отвечать вашим нуждам
- Published: 2017-10-13
- Modified: 2023-02-05
- URL: https://birdviewpsa.com/ru/hosted-pricing-page/
---
### Управление проектами в инженерном деле
> Планируйте проект с помощью интерактивной диаграммы Гантта, рассчитывайте прибыль и выручку в режиме реального времени
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/project-management-software-for-engineering/
---
### Управление IT-проектами и разработкой ПО
> Эффективнее управляйте IT-проектами с помощью пользовательских форм, поддержки версионности и удобного обмена файлами
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/it-project-management-software/
---
### Управление проектами
> Полный набор онлайн инструментов по управлению проектами от Easy Projects. Здесь вы найдете все необходимое для сдачи проекта в срок и в бюджет
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/project-management-tools/
Easy Projects позволяет руководителям легко контролировать каждый аспект проекта, следить за необходимыми показателями и видеть текущее положение дел. Учет времени, планирование бюджетов, удобная платформа для коммуникации — все это есть в нашей системе. Планирование проектов Easy Projects — облачное программное обеспечение для управления проектами, которое обеспечивает простоту в планировании и менеджменте задач. Вы сэкономите время и силы, если начнете использовать диаграмму Гантта и проектный календарь, а также создавать сценарии по загрузке ресурсов. Наглядное представление проектов и задач на временной шкале позволит вам организовать работу команды эффективнее. Шаблоны Если проекты постоянно повторяются или похожи — используйте шаблон: это сэкономит время на планировании нового проекта. Мы подготовили 20 шаблонов для разных профессиональных сфер, среди них IT, маркетинг, инженерное дело. Вы можете создать и сохранить в системе собственный шаблон. Критический путь Easy Projects пометит задачи на критическом пути, которые не являются важными, но могут отодвинуть дату окончания проекта. Множественные зависимости Установите одну или несколько зависимостей между задачами, чтобы изменения в одной задаче автоматически повлияли на другую. Это полезно при выставлении счетов и корректировке дат.
---
### Управление финансами
> Планируйте и следите за фактическими расходами, которые формируют статьи бюджета и оценочную внутреннюю стоимость проекта. Используйте для расчетов любую валюту
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/project-management-budgeting/
Easy Projects предлагает полный набор финансовых инструментов, позволяющих вести учет и контролировать расходы, себестоимость и бюджет. За год компания SES Consulting увеличила прибыль на 15 % с помощью инструментов Easy Projects по контролю финансовых показателей. Бюджет, расходы и доходы Используйте для расчетов любую валюту. Для выставления счетов внешним и внутренним клиентам существует функция учета прибыли и выручки. Easy Projects поддерживает схемы «фиксированная стоимость», «время и материалы». Для анализа и планирования доступны показатели себестоимости, незавершенной работы, оценочной прибыли и плановой рентабельности. Контроль расходов Планируйте и следите за фактическими расходами, которые формируют статьи бюджета и внутреннюю стоимость проекта. Есть возможность отследить, какие расходы клиент должен должен возместить, и по каким уже был выставлен счет. Биллинг Выставляйте счета клиенту на основе: Почасовой ставки работника Проектной ставки Клиентской ставки Ставки уровня задачи (почасовая или фиксированная сумма) Фиксированной суммы на проект Модуль учета времени поможет рассчитать стоимость работы с точностью до минуты.
---
### Требования
> Для установки и работы Easy Projects ваша система должна отвечать определенным требованиям. Эти требования зависят от типа установки: SaaS или In-house.
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/requirements/
Вариант 1: Ваш аккаунт находится на сервере Easy Projects (тип лицензии: hosting; SaaS – "ПО как сервис") Доступна месячная, годовая и 2-годовая подписка. См. цена на хостинг. На вашем компьютере(ах) установки дополнительного ПО не требуется, помимо браузера (Internet Explorer 11, Microsoft Edge, последняя версия Chrome или Firefox для PC/MAC ). Проще и не придумаешь. Easy Projects размещен на безопасных серверах, с регулярным резервным копированием данных и круглосуточным контролем состояния. В случае если вы когда-либо решите перенести свой аккаунт Easy Projects на свой собственный сервер, все ваши данные будут перенесены в полной сохранности. Вариант 2: Easy Projects устанавливается на вашем сервере (тип лицензии: In-house) Свяжитесь с нами по поводу цены и за дополнительной информацией. Рекомендуемые спецификации аппаратного и программного обеспечения, необходимого для работы Easy Projects: Серверное оборудование: CPU: Intel Pentium-4 2 ГГц или выше, не менее 4 ядер RAM: Минимум 8 Гб (16+ Гб в зависимости от числа других приложений, работающих на сервере) Операционная система: Windows Server 2012 Веб-сервер: IIS 8 или выше СУБД: MS SQL Server 2014 или MS SQL Server 2014 Express (бесплатная версия Microsoft SQL Server) или выше. Примечание: При переходе с пробной версии на собственный сервер версия вашего локального SQL сервера должна совпадать с текущей версией нашего SQL сервера – при несовпадении версии, проведите обновление вашего SQL сервера. Переход на более низкую версию SQL сервера возможен под заказ. За дополнительной информацией обращайтесь в техническую поддержку. Другие требования к программному обеспечению: . NET Framework 4. 5 Для работы с веб-сайтом Easy Projects, никакого дополнительного ПО не требуется, кроме...
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### Управление задачами
> Узнайте об эффективном программном обеспечении для управления проектами и задачами. Читайте подробнее на нашем сайте.
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/task-management-software/
Управление задачами — основа Easy Projects. Сотрудникам легко работать с задачами: Просто создать Просто назначить Просто отслеживать Неограниченное число задач Разбивайте сложный проект на задачи и подзадачи с неограниченным количеством уровней иерархии. Панель задач Мы ускорили доступ к задачам — используйте интерактивную панель не выходя из Центра управления: Меняйте статусы Обновляйте прогресс Планируйте время Задавайте бюджет Коректируйте сроки Пишите сообщения и делитесь файлами
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### Учет времени
> Отслеживайте время своей команды с помощью Easy Projects. Теперь дополнительные решений для отслеживания времени не нужны. Таймер встроен прямо в систему
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/project-time-tracking/
Используйте журнал учета времени для распределения нагрузки между сотрудниками, биллинга и начисления зарплат. Удобство превыше всего В Easy Projects есть 3 способа ведения учета времени: разовый, по неделям, таймер с секундомером. Отчеты по затраченному времени Создавайте отчеты на основании данных из журнала учета времени. Используйте эти отчеты при расчете заработной платы сотрудников и выставлении счетов клиенту. Утверждение и блокировка рабочих часов При выставлении счета клиенту за потраченные на проект часы, нужен жесткий контроль над журналом учета времени. Для этого используйте функции утверждения и блокировки часов: после утверждения занесенные часы становятся доступными для биллинга, а блокировка не позволяет вносить изменения в утвержденные записи.
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### Веб-дизайн и управление проектами
> Будьте адаптивным, согласуйте проекты без очных встреч, контролируйте нагрузку
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/web-design-project-management/
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### Главная
> Простая платформа для совместной работы, которая заменит вам Excel и электронную почту. Мы помогаем внедрить систему и обучить сотрудников
- Published: 2017-10-13
- Modified: 2023-02-05
- URL: https://birdviewpsa.com/ru/
---
### Гостевой/клиентский портал
> Увеличьте доверие клиентов — предоставьте третьей стороне возможность контролировать ход работ через бесплатный гостевой портал
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/client-portal-for-your-customers/
Информируйте клиентов Увеличьте доверие клиентов — предоставьте им возможность контролировать ход работ через бесплатный гостевой порталОбратная связь Дайте клиентам возможность общаться напрямую с членами команды, чтобы ускорить рабочий процесс. Назначьте сотрудника, которому будут приходить уведомления о новых клиентских запросах. Согласование без очных встреч и переписки по e-mail Согласуйте план работ с клиентом внутри Easy Projects: гостевой доступ позволяет присоединиться к общему обсуждению, внести замечания и предложения, поделиться и скачать файлы. Это бесплатно Предоставляйте любое количество гостевых доступов и не платите за это ни копейки!
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### Диаграмма Гантта
> С интерактивной диаграммой Гантта планировать проект и оценить его выполнение становиться просто. Подробнее графическом представлении проектов читайте на нашем сайте.
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/gantt-chart-software/
Мы создали интерактивную диаграмму Гантта, на которой можно не только увидеть расписание проекта, но создавать и редактировать задачи или же создавать зависимости, просто перетягивая их мышкой. Удобное графическое представление Планируйте проекты с четкой привязкой ко времени. Следите за прогрессом с помощью интерактивных диаграмм. Детализированный план Отслеживайте «критический путь» и контролируйте ход задач на проекте с помощью диаграммы Гантта.
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### Интеграция
> Узнайте, как Easy Projects легко интегрируется со многими другими приложениями, включая MS Project, MS Outlook, QuickBooks и другими классическими приложениями с помощью RESTful API
- Published: 2017-10-13
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/integrations/
Импортируйте данные из Excel и MS Projects, синхронизируйтесь с приложениями для учета времени, используйте API - средства для интеграции — перейти на Easy Projects просто. Microsoft Excel Импортируйте и экспортируйте проекты, задачи, рабочие часы и другие данные Microsoft Outlook Превращайте письма в проекты, добавляйте задачи, пишите сообщения Microsoft Project Импортируйте и экспортируйте проектные планы со всеми задачами и вехами Quick Books Экспортируйте сведения о затраченном времени в QuickBooks API-интеграция RESTful API обеспечивает интеграцию Easy Projects с любыми существующими приложениями. Toggl Переносите рабочие часы из Toggl в журнал учета времени Easy Projects Zendesk Создавайте задачи в Easy Projects из тикетов Zendesk Gmail Превращайте письма Gmail в задачи Evernote Трансформируйте записи в Evernote в задачи Zapier Интегрируйте 1000+ приложений с Easy Projects — для этого не нужно быть программистом!
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### Бизнес-аналитика
> Пакет Easy Projects Business Intelligence помогает менеджерам и руководителям проектов анализировать большие объемы данных.
- Published: 2017-10-12
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/ru/project-management-business-intelligence/
Пакет Business Intelligence с помощью интерактивных отчетов и дашбордов дает наглядное представление о текущем положении дел как на конкретном проекте, так и во всей компании в целом. Руководство компании в короткий срок проанализирует большой объем информации, а значит, получит больше времени на принятие важных решений. Масштабная аналитика Графики, диаграммы, отчеты — Easy Projects Business Intelligence сведет все в единую понятную структуру, из которой будет видна общая картина происходящего. Полезные отчеты Пакет Business Intelligence представляет отчеты таким образом, чтобы быстро и просто получить информацию, необходимую для принятие решения. Дать наглядное графическое представление и вывести нужные метрики — вот над чем мы работаем в Easy Projects.
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### Home page
> Birdview PSA is an end-to-end Project Management and Professional Services Automation platform for managing projects, resources, and finances
- Published: 2017-10-12
- Modified: 2025-03-10
- URL: https://birdviewpsa.com/
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### Project Portfolio Management Software
> Leverage our PPM tools to help your team better view and manage every aspect of your organization's projects.
- Published: 2016-10-25
- Modified: 2022-12-21
- URL: https://birdviewpsa.com/software/project-portfolio-management-software/
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### Geis Hospitality Increased Task Completion by 75%
> 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...”
Team Function: Marketing Number of EP Users: 25 Website Client Profile Geis Hospitality Group is a full-service hospitality management company offering innovative, yet proven, expertise in hotel development, branding, concept creation, design coordination, project management, deal financing, hotel and free standing restaurant, bar and nightclub operations, marketing, e-commerce, revenue management, and financial reporting. The Challenge Before adopting Easy Projects, the team was organizing tasks through verbal meetings. During these meetings, staff would make commitments to projects and tasks within a certain timeframe, however there was no way to hold them accountable. There was no system to track and monitor staff commitments and the progress of tasks which often led to work not being completed on time. “We wanted something that would put all of the verbal commitments that were being made in our meetings on a centralized platform that we could always reference back to and make sure that people were adhering to deadlines for their projects and commitments. ” The Solution After evaluating a variety of different platforms and options, Tony and his team chose Easy Projects as their final choice. “Easy Projects was user friendly and straightforward. There was minimal training required, and the price point was better than other project management platforms we compared. Moreover, it gave us the value and usability we were looking for. ” The platform was rolled out to 25 users most of which consisted of the sales and marketing team. The implementation and onboarding took between 4-6 weeks and now has an...
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### Project Management Mobile Apps
> Use our iOS and Android project management mobile apps to manage your project on-the-go, whenever and wherever you want.
- Published: 2016-04-22
- Modified: 2022-12-19
- URL: https://birdviewpsa.com/software/mobile-apps/
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### The Transitions Team Communicates and Works Faster
> 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.”
Industry: Eyewear Team Function: IT Number of EP Users: 120 Website Organization Profile Through continuous innovation, the Transitions family of product enhances vision by adjusting and adapting to changing light. Through our partnerships with optical industry leaders, we offer adaptive eyewear in the widest selection of designs and materials, including hundreds of lens combinations. Their lenses are the number-one recommended photochromic lenses worldwide. Every second, somewhere in the world, a spectacle wearer chooses to purchase Transitions adaptive lenses. The IT services department at Transitions relies on Easy Projects to help them collaborate and communicate to make sure that the company is up and running. They work on several projects per month both locally and internationally as well as through their parent company. Challenge Before discovering Easy Projects, the IT services department at Transitions was working with Excel and MS Projects. Maribet, wanted to find something that would help address the challenges of collaboration and communication of IT teams internationally. There was also the problem of not having a centralized place for all the data, and a way to get the big picture for all IT Projects. “For Excel there is the problem of collaboration on the projects we manage we had one Excel file for each project. So it was a challenge for the project lead to be able to see the big picture of all projects he or she has been managing in one spot. ”The IT Services Department at Transitions Optical Needed: A collaborative tool The ability...
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### The Manpower Team Improved Processes using Birdview PSA
> 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.”
Industry: HR Team Function: Marketing Number of EP Users: 29 Website Client Profile ManpowerGroup® (NYSE: MAN) is the world’s workforce expert, creating innovative workforce solutions for more than 65 years. As workforce experts, we connect more than 600,000 people to meaningful work across a wide range of skills and industries every day. Through our ManpowerGroup family of brands – Manpower®, Experis®, Right Management® and ManpowerGroup® Solutions – we help more than 400,000 clients in 80 countries and territories address their critical talent needs, providing comprehensive solutions to resource, manage and develop talent. In 2015, ManpowerGroup was named one of the World’s Most Ethical Companies for the fifth consecutive year and one of Fortune’s Most Admired Companies, confirming our position as the most trusted and admired brand in the industry. The Challenge When we combined Global and North American Marketing Services Teams, we were both using different methods to track and manage projects. Globally, we were manually inputting projects into spreadsheets/excel. For North America, they used a different project management tool that was too complex to be effective. We needed one tool that would help both teams seamlessly collaborate on projects. Between Global and North America, we manage 50-60 projects at a given time. Using spreadsheets was time-consuming and disorganized. Spreadsheets made it almost impossible for our department to track progress once the project was inputted. Moreover, they did not allow for collaboration with other teams within the organization. The project management tool North American marketing was using at the time...
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### Concordia University Saves 24,000+ Hours Yearly
> 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…”
Industry: Higher Education Team Function: Marketing Number of EP Users: 100 Website Client Profile Concordia University is welcoming, engaged, and committed to innovation and excellence ineducation, research, creative activity and community partnerships. It dares to be different and draws on its diversity to transform the individual, strengthen society and enrich the world. The University Communication Services Department is the primary user of Easy Projects. The department includes 60 employees who use EP on a daily basis to manage PR, media relations, web support and marketing projects. There are also an additional 40 employees who represent various departments that submit requests to the communication team. The Challenge Previously, the Department was using a custom solution called Filemaker Pro for task and project management. However, as the team grew, they discovered that it was not able to meet all of their needs. Customization and assigning tasks on this system was not possible. The department had to print out tasks and physically hand them out to staff making it difficult to track all of the paper. As a public institution, the University is obliged to archive every single piece of communication. Every year, the department would archive thousands of printed files. The executive director decided that it was time to find a solution that would be able to scale and allow for more flexibility and more organization. The department's requirements were: A tool that is collaborative; Easy to adapt and scale across the organization; Allow for accurate and sustainable record keeping; Provide a...
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### ZPS Gains Visibility into Organization's Data for Informed Decision-Making
> 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.”
Industry: E-Learning Team Function: Professional Services Number of EP Users: 13 Website Client Profile Zenith Performance Solutions has been providing learning solutions for clients from all over the world for over 15 years. They partner with clients to design, develop, and deliver custom learning solutions, both face-to-face and online. ZPS uses Easy Projects in an operational capacity to organize and manage over 15 projects per month. Their small team uses Easy Projects not only to manage projects, but to efficiently track the hours of contract employees. The Challenge When ZPS was looking for a solution to make their business run smoother in 2011, they were not searching for a project management software. They were looking for the perfect time-tracking application. Having previously used Excel and MS Projects to track time, the team at ZPS found them to be inefficient. It was not possible to drill down into specific hours so actual hours could be calculated, making it difficult to improve both productivity and processes. ZPS needed: The ability to split hours per project; The ability to see how hours were being used; A way to collaborate and communicate transparently; A way to easily receive and send invoices based hours; To gather data in order to bid accurately on projects; The ability for contractors to enter hours how they like to (timed, or entered). The Solution After reviewing three different options in depth, the ZPS team decided on Easy Projects as their time tracking tool. Danielle’s own experience using the product...
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### Project Management Assessment
> Online Project management software tool for managing & tracking projects & tasks online. Easy Projects makes project management & team collaboration straigh
- Published: 2015-11-08
- Modified: 2020-01-15
- URL: https://birdviewpsa.com/assessment/
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### CyberMark Significantly Improves Customer Experience
> 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.”
Industry: Internet Marketing Team Function: Professional Services Number of EP Users: 20 Website Client Profile Founded in 1994, Cybermark has been focused on helping businesses profitably grow using internet marketing. CyberMark International founder, Kimberly Judd-Pennie, started by educating businesses about the power of this new thing called “the internet”. Despite often being told that the internet was just a fad, the SEO optimized websites she was building were helping her clients grow. CyberMark continued to expand and introduced new services as the internet grew like search engine optimization, pay-per-click marketing, social media management and more. The Challenge Prior to Easy Projects we used a custom built system (PHP/MySQL), supplemented with spreadsheets and databases (Excel/Access/SQL). It was obviously fragmented and it lacked the features we needed and we had no time to build those features. We had many challenges, however time tracking was one of the major challenges we needed a solution for. In our business, we bill on an hourly rate so we needed a robust system that could handle over 400 projects and thousands of tasks. The Solution Our search for the best solution was long and arduous; we had trials for and seriously tested between 5-7 project management applications. After the evaluations we had several lists of pros and cons for each application we tested. This is where it became very clear that nothing was comparing to Easy Projects. Easy Projects was head and shoulders above the rest, as it had all the features we needed and more. The Outcome...
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### Product Updates
> The online project management software change log includes all changes made to the application.
- Published: 2014-11-07
- Modified: 2025-04-21
- URL: https://birdviewpsa.com/company/change-log/
April 14, 2025Weekday Display for Dates New columns, SD (Start Weekday), ED (End Weekday), and PED (Planned End Weekday), now show the weekday (e. g. , Mo, Tu, We) for start, end, and planned end dates to make schedule planning easier. Batch Operations Message for Child Activities When performing batch actions, users will now see an informational message if child activities are not selected due to a collapsed parent. The message appears in the bottom-left corner and disappears when the panel is closed or dismissed. Export of Planned End Date The Planned End Date column is now included in the grid and exported to CSV for both projects and activities, improving reporting consistency. April 10, 2025Invoicing Graduates from Feature Labs Birdview’s Invoicing feature is officially out of Feature Labs! Starting now, it will be available exclusively to customers on the Birdview PSA Team and Birdview PSA Enterprise plans. Learn moreApril 3, 2025Choosing Activity Type Before Creation Now, when adding a new activity, users can select the activity type (Task, Request, or Issue) before creating it—no need to edit it afterward in the task details. Why it matters: Saves time by eliminating manual changes Ensures the correct activity type is set from the start Fixes issues with auto-increment custom fields, which previously didn’t update correctly when changing activity type after creation April 2. 2025Export Invoices to QuickBooks With this update, you can now easily export invoices from Birdview to QuickBooks, keeping your financial data in sync. This integration streamlines your billing...
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### Resource Loading Simulation - "What if..." Scenarios
> Online Project management software tool for managing & tracking projects & tasks online. Easy Projects makes project management & team collaboration straigh
- Published: 2014-08-14
- Modified: 2020-01-24
- URL: https://birdviewpsa.com/resource-loading-simulation-scenarios/
Scenario 1: When is the earliest date we can start this project? This simulation shows a scenario when you need specific people or skills on your project. First, enter the planned project duration. Then specify required resources by name or skills as well as the planned workload. Easy Projects will automatically display all available resources that match your criteria with the earliest dates when these projects can start. Scenario 2: What people with the specified skills are available for a new project with fixed dates? This simulation shows a scenario when you know when your project is to start and finish. By specifying the required skills you’ll know what team members are available to work on this project. First, enter the planned project start and end date. Then specify required resources by name or skills as well as the planned workload. Easy Projects will automatically display available resources that match your criteria.
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### Affiliate Program Registration
> Online Project management software tool for managing & tracking projects & tasks online. Easy Projects makes project management ...
- Published: 2014-08-05
- Modified: 2023-07-24
- URL: https://birdviewpsa.com/company/affiliate-program-registration/
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### No Spam Policy
> 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/
Promote your link without spamming 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. But don't SPAM. If we catch you promote your referral links through spamming (unsolicited emailing), your account will be closed and you will lose all commissions owed to you. What we consider SPAM Generally, spam is defined as unsolicited mass distribution of commercial messages to persons with whom you do not have a business relationship or have not requested (opted-in to) your mailing. We forbid all forms of spamming: e-mail spam, instant messaging spam, Web search engine spam, spam in blogs and forums, online classified ads spam and etc. And we hope that all members of our affiliate program will strictly adhere to our policy. If you break anti-spam rules We have a no tolerance spam policy. Your account will be immediately terminated if you send spam and you will be obligated to indemnify Birdview PSA against any liabilities, costs and expenses it incurs as a result of such spam. The Reporting Of SPAM If you've received unsolicited mail from one of our users, please notify us immediately at info@birdviewpsa. com. Every complaint is thoroughly investigated, and you will receive a response from our team about the actions we're taking to deal with the problem. Join our Affiliate Program now!
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### Affiliate Program Terms and Conditions
> 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/
By submitting your application, you acknowledge that you have read the terms and conditions, understand, and agree with them. Joining the Program By filling out the signup form, and upon acceptance, you will become an affiliate and are bound by the terms of this agreement. Your participation in the program is solely for this purpose: to legally advertise our website to receive a commission on products purchased by your referred individuals. Affiliate Responsibilities It is understood that you will introduce Logic Projects Inc. software and services to your current and prospective customers and will comply with all laws as well those that govern email marketing and anti-spam laws. Logic Software Inc. reserves the right to accept or reject any prospective customers and will pay you a commission per customer referred using your affiliate code according to the designated payment schedule. Either you or Logic Software Inc. may terminate the Affiliate relationship at any time. You are only eligible to earn Affiliate payments during your time as an approved Affiliate. Logic Software Inc. may change the program or service policies and operating procedures at any time. Affiliate Relationship This Affiliate relationship is one of independent contractors. Logic Software Inc. will not be liable for indirect, special or consequential damages arising in connection with this program and our aggregate liability arising with respect to this program will not exceed the total referral fees paid or payable to you. Logic Software Inc. makes no express or implied warranties or representations with respect to...
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### Join Our Partner Program
> 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/
The Birdview PSA partner program allows you to act as a Referrer, Affiliate, or Reseller to earn either one-time or long-term commissions from the businesses you refer to us. What are benefits of the Birdview PSA Partner program? One of the highest payouts in the industry; Easy registration (1-2 min); Stable earnings; Robust product (good functionality, quick technical support, service and onboarding). What do I get as the Birdview PSA Affiliate? A 15% commission on sales referred by you (excluding your own purchases); Great earning potential (you receive a 15% commission for every payment from your referred client for 12 months); Fast and reliable payments (all funds will be transferred directly into your bank, or Paypal, or credited to your the Birdview PSA account (if you are a the Birdview PSA client) as often as every month) Real-time, accurate commission tracking through a partner portal How can I become an affiliate? Complete the form Get your unique referral code Place a link or button on your site (please check out our affiliate terms and conditions) Sit back and relax! We'll take care of the rest. What do I get as Birdview PSA Reseller? A higher commission than an Affiliate on sales made by you (excluding your own purchases); Early access to beta-versions; Access to Birdview PSA technical and sales training; A single contact at Birdview PSA to support you in your efforts. How can I become a Reseller? Complete the form; Once approved, feature Birdview PSA on your website with...
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### Lowes Food Keeps Track of its Projects and Saves Money
> 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.”
Industry: Food & Beverage Team Function: Marketing Number of EP Users: 10 Website“Shortly after we implemented Easy Projects, one of our designers was unexpectedly out of the office for a week. After taking a look at his assignments in Easy Projects we were able to reallocate work so nothing fell through the cracks. That is only one example out of many of how Easy Projects has helped our creative production workflow. ”Organization Profile Locally owned and operated, Lowes Foods is truly a homegrown company committed to bringing community back to the table by providing customers with the freshest and most innovative local products from local suppliers. The company maintains a strong focus on exceptional customer attention with services like Lowes Foods To Go personal shopping and gas rewards discounts. Lowes currently has over 100 stores in North Carolina, South Carolina, and Virginia. Challenge The marketing team at Lowes Foods needed a solution that would keep up with their workload, which covered 10 projects and 150 marketing requests from over 50 different stakeholders at any given time. They were using a combination of surveys, emails, and Excel spreadsheets to manage the workload, but this was not proving effective at keeping up with the demand. Laura Goldstein, Director of Marketing for Lowes Foods, and her team had to contend with too many emails, and as a result things sometimes slipped through the cracks. Also, the system didn’t provide visibility on the status of jobs, and there was no way to assign requests...
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### Schedule Your Free Demo
> 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/
Learn why thousands of businesses of all sizes have come to depend on Easy Projects. Improved team productivity, collaboration, project tracking and successful project outcomes are all just one click away.
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### Project scheduling software
> Reinforced with a multiple dependency feature, critical path method and many other useful tools, Easy Projects allows schedule projects seamlessly.
- Published: 2013-06-06
- Modified: 2023-02-28
- URL: https://birdviewpsa.com/software/project-scheduling/
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### Manufacturing project management software
> 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/
Manufacturing Project Management Easy Projects helps bring Ideas to Life Manufacturing project managers take ideas and turn them into tangible products. We know that process is extremely important when it comes to executing on a project perfectly. Easy Projects provides manufacturers with a powerful project management tool that can help you plan out every step you make, and can be execute quickly to minimize downtime. With Easy Projects you can: Visualize timelines and map out complex projects via the Interactive Gantt Chart Predict & manage team workload, equipment and time with our Resource Planner Use Business Intelligence to analyze, visualize and share important information with stakeholders Quickly duplicate successful processes with Project Templates Trusted by: Why Easy Projects? Interactive Gantt Chart We’ve created a flexible Gantt chart that is not only easy to read, but easy to update, too! The quick drag and drop interface lets you shuffle an unlimited number of tasks and subtasks so that you can organize your project in a way that makes sense to everyone involved. It also highlights dependencies that will be critical throughout your project. Project Calendar Manufacturing projects don’t work in a vacuum. In addition to internal deadlines, project managers also have to deal with other pressures such as customer orders, market conditions, production schedules, and manpower availability. To help with this, Easy Projects has set up a project calendar tool that not only lets you view your own schedule—but also that of other team members. Anytime you need a thorough picture...
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### Birdview PSA Service Status
> Timetable of scheduled maintenance work and update installation. Accidental and intentional outages making server restart necessary are listed, too.
- Published: 2013-05-02
- Modified: 2023-02-03
- URL: https://birdviewpsa.com/status/
Scheduled Maintenance No currently scheduled maintenance or system downtime
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### Plans & Pricing - Additional Storage space
> 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/
An additional space for your online account attachments is available upon request. Please review the available packages and contact us to place your order. Space Monthly Annually (25% off) 10Gb $5 $45 50Gb $15 $135 100Gb $25 $225 150Gb $35 $315
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### Trial Extension
> The page contains a form to be filed in in order to request a 23 day trial extension if you feel you need additional days to evaluate the product.
- Published: 2013-05-02
- Modified: 2021-08-25
- URL: https://birdviewpsa.com/trial-extension/
Please fill out the form below to receive additional 23 days for the Trial Period. Your information including the e-mail address will be kept private and won't be used by or sold to any other party
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### Try It! - Self Install Download
> Easy Projects is a breakthrough web-based project management suite fitted with an arsenal of project management and task planning tools. Looking for a hassle-free helper in your project management? Easy Projects has every project management tool you .
- Published: 2013-05-02
- Modified: 2023-02-22
- URL: https://birdviewpsa.com/download-redirect/
Thank you! The download will start in 3 seconds. If the download doesn't start automatically, please use the link below to download your file: setup. exe and while you are downloading... How about subscribing to our FREE monthly newsletter full of amazing information: Discounts and Special Offers Application Tips & Tricks Product Roadmap Beta Version Announcements New Feature Surveys Reviews of the new project management books And much more!
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### Spicers Introduces Efficient Global Project and Team Management
> 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.”
Industry: Manufacturing Team Function: IT Number of EP Users: 25 Website PaperlinX is the world's leading fine paper merchant and a manufacturer of high quality communication and packaging paper. With global headquarters based in Melbourne, Australia, PaperlinX also operates their regional management teams, including the offices of PaperlinX Canada, in 26 countries around the globe. The IT team at PaperlinX Canada needed to transition to an all-in-one, web-based project management solution in order to faciliate projects throughout multiple locations. Organization Profile PaperlinX is the world's leading fine paper merchant and a manufacturer of high quality communication and packaging paper. With global headquarters based in Melbourne, Australia, PaperlinX also operates their regional management teams, including the offices of PaperlinX Canada, in 26 countries around the globe. Challenge The IT team at PaperlinX Canada needed to transition to an all-in-one, web-based project management solution in order to faciliate projects throughout multiple locations. They’ve been using Microsoft Project for their project management and felt that it provided limited user access, was very costly to deploy and difficult to learn and use. “Using MS Project requires a certain degree of knowledge. ” says Lisa Giblin, IT Project Manager at PaperlinX Canada. “We needed an application which not only was easy to deploy, but easy to access and user-friendly. ”Solution Determined to find a cost efficient, web-based, hosted service, Lisa carefully examined a number of project management solutions. “I can not even begin to tell you how many project management applications we looked at and...
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### Farner-Bocken Runs 100+ Projects Simultaneously
> 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.”
Industry: Distribution Team Function: IT Number of EP Users: 10 Website Established since 1939, the Farner-Bocken Company is a family owned and operated distributor of convenience and broadline food service products, serving Iowa, Minnesota, Wisconsin, Illinois, Missouri, Kansas, Oklahoma, Arkansas, Nebraska, Colorado, North Dakota, South Dakota, Wyoming, and Montana. With over 14,000 items in their product line, Farner-Bocken supplies goods in the categories of cigarettes, candy, snacks, tobacco, groceries, automotive, beverages, health and beauty, paper, ice cream, chemicals, supplies, and convenience foods. The software development team in the Information Services department wanted to transition to web-based project management with support for customizations. Organization Profile Established since 1939, the Farner-Bocken Company is a family owned and operated distributor of convenience and broadline food service products, serving Iowa, Minnesota, Wisconsin, Illinois, Missouri, Kansas, Oklahoma, Arkansas, Nebraska, Colorado, North Dakota, South Dakota, Wyoming, and Montana. With over 14,000 items in their product line, Farner-Bocken supplies goods in the categories of cigarettes, candy, snacks, tobacco, groceries, automotive, beverages, health and beauty, paper, ice cream, chemicals, supplies, and convenience foods. Challenge The software development team in the Information Services department wanted to transition to web-based project management with support for customizations. “Up until now, we were using a Lotus Notes based application for our project management. Our project data was stored in different databases, which made searching through project tasks very painful and time consuming. ” “We also lacked features such as custom roles and a good security model. Not to mention, the software required...
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### Greenpeace Digitize Project and Financial Management
> 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.”
Industry: Not For Profit Team Function: Fundraising Number of EP Users: 20 Website Greenpeace Mediterranean is based on the principle that nature knows no frontiers and neither does the pollution that threatens it. With main offices located in Malta, Greenpeace Mediterranean also actively campaigns from Egypt, Israel, Lebanon, and Turkey to conduct campaigns throughout the region. The team at Greenpeace Mediterranean needed a detailed time plan and well defined task management for better campaign coordination. This case study is presented by Neset Kutlug, Process Administrator at Greenpeace Mediterranean. Organization Profile Greenpeace Mediterranean is based on the principle that nature knows no frontiers and neither does the pollution that threatens it. With main offices located in Malta, Greenpeace Mediterranean also actively campaigns from Egypt, Israel, Lebanon, and Turkey to conduct campaigns throughout the region. Challenge The team at Greenpeace Mediterranean needed a detailed time plan and well defined task management for better campaign coordination. Until now, all campaigns and initiatives were being tracked manually, using basic to-do and follow-up lists. This resulted in a less optimal use of human resources, especially when running multiple campaigns at the same time. "In some of our complex campaign initiatives, manual task management and follow-up created time and resource conflicts, thus jeopardizing the success of those initiatives. "Neset Kutlug, Process Administrator at Greenpeace Mediterranean. Solution Ease of use, rapid tech support and important features such as task dependencies were the deciding factors in finding and evaluating the right software solution. "We closely examined three other...
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### Sanford Health Manages 200+ Projects Simultaneously
> 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.”
Industry: Healthcare Team Function: IT Number of EP Users: 200 Website Organization Profile Based in Sioux Falls, Sanford Health is a nonfor- profit health care delivery system composed of hospitals, clinics, licensed practitioners and clinical research centers at over 150 facilities across South Dakota and the surrounding states. With over 10,000 employees, it is the largest healthcare system provider between Denver, CO and the Mayo Clinic in Rochester. Challenge The Information Technology department at Sanford Health needed a more formal workflow process for defining and approving projects. Without any uniform management tools between various department teams, tracking project throughput, updating project status and setting target dates was a manual process, and equated to additional hours spent every work week across the entire IT department. “We noticed that we lacked the consistency for how projects were managed and wanted to implement a more disciplined approach of establishing timelines, tracking issues and managing resources. ”Scott Hansen, Project Manager in the IT department of Sanford Health. Solution With cost and application flexibility being the most important deciding factors, a number of project management tools were evaluated. “Easy Projects was chosen as the most uniform yet flexible solution, due to its ease of use, automated batch tools and the ability to purchase the source code for custom modifications. ”Scott. “While searching for a uniform tool to assist with our project management and approval process, EP became the clear choice. EP fit within our cost requirements and the ease of implementation, wide array of features...
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### Toromont Creates Reports 5 Times Faster
> 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.”
Industry: Heavy Equipment Team Function: Operations & Product Development Number of EP Users: 60 Website Toromont Industries Ltd. is a Canadian publicly traded company (TSX: TIH) that operates through two business segments: The Equipment Group and the Compression Group. Because of the different formats it used to take days to consolidate all the data and produce project status reports. Obviously the system was difficult to maintain... This case study is presented by Horacio Escalada, Project Manager of Toromont Industries Ltd. Information Technology. Organization Profile Toromont Industries Ltd. is a Canadian publicly traded company (TSX: TIH) that operates through two business segments: The Equipment Group and the Compression Group. The Equipment Group includes one of the world's largest Caterpillar dealerships by revenue and geographic territory in addition to industry leading rental operations. The Compression Group is a North American leader specializing in the design, engineering, fabrication, and installation of compression systems for natural gas, fuel gas and carbon dioxide in addition to process systems and industrial and recreational refrigeration systems. Both groups offer comprehensive product support capabilities. Toromont employs approximately 4,500 people in more than 130 locations. Challenge To manage projects the I. T. Solutions group was using a combination of an in-house developed time tracking application and Excel spreadsheets. As a result, there was no central place to easily access the necessary projects information. Because of the different formats it used to take days to consolidate all the data and produce project status reports. Obviously the system was difficult to...
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### ICOM Puts in Order Multiple Requests and Projects
> 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.”
Industry: Marketing Team Function: IT Number of EP Users: 90+ ICOM manages the largest permission-based direct response survey database in North America, providing its clients with superior customer insight and marketing results. Every year ICOM' Data Services department receives over 7,500 requests for custom data projects from its customers. All these requests used to arrive in different formats via different media: phone, fax, mail, email, etc. This Case Study is presented by Ramesh Rajasundram, IT manager of the Data Services department. Organization Profile ICOM Information & Communications L. P. is a full-service provider of targeted list, data communication solutions and analytic services for the consumer packaged goods (CPG), over-thecounter (OTC), pharmaceutical, market research and auto industries in North America, as well as the direct response sector in Canada. Recognized as a leader in targeted marketing solutions designed to enhance integrated marketing initiatives and drive return on investment, ICOM manages the largest permission-based direct response survey database in North America, providing its clients with superior customer insight and marketing results. Challenge Every year ICOM' Data Services department receives over 7,500 requests for custom data projects from its customers. All these requests used to arrive in different formats via different media: phone, fax, mail, email, etc. Once received, these requests had to be reentered into a home-grown tracking system. As the department manager I had to manually assign all incoming requests to the appropriate personnel. This process took an enormous amount of time, was prone to errors and provided very little audit...
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### Improved Resource Management for a Web Development Company
> 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.”
Industry: Web Development Team Function: Project Management Number of EP Users: 11 Cronus is a Microsoft Software Development Gold Partner. We write web based, windows and server based systems for local government and finance clients. Before we started using Easy Projects we had been managing our projects manually using a combination of Outlook, Excel and paper. This case study is presented by Delio Nobrega, who works as a business consultant for Cronus Consultancy Limited - a software development company based in the Channel Islands. Organization Profile Cronus is a Microsoft Software Development Gold Partner. We write web based, windows and server based systems for local government and finance clients. We have also written products which we sell. For example a Trust Administration System (https://wealthhubsolutions. com/trust-administration-software-solution/). We offer a variety of services, such as Business Analysis, Consultancy, Database Administration, Knowledge Management, Web Development and others. Full list of our services can be found at cronusconsulting. net Challenge Before we started using Easy Projects we had been managing our projects manually using a combination of Outlook, Excel and paper. With about 10 projects going on simultaneously, the biggest challenge was keeping track of work undertaken on bugs that are currently active, assignment of work and allowing the client a look at what stage their project was at. Solution and Results After evaluating 3 other project management tools, we chose Easy Projects. As the name implies it was very straightforward to implement, and we wanted to purchase a product that came with a...
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### Interactive Palette Inc. Sets up Simple Billing Using Birdview
> 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.”
Industry: Web Development Team Function: Professional Services Number of EP Users: 5 Website Interactive Palette seamlessly integrates a foundation in fine art and design with technical expertise to create visually compelling, dynamically driven, and profitable websites. 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. This case study is presented by Kevin McNally - the founder of the USA-based Interactive Palette, Inc. Organization Profile Interactive Palette is an independent consulting firm based in the greater Boston area offering web design and development with a specialization in Flash Product and Promotional Presentations and Search Engine Optimization. We have proven strengths in delivering award-winning solutions to a diverse client base. If your small to mid-sized company wants to enhance an existing web site, establish an internet presence or launch a website marketing campaign, Interactive Palette will work within your needs and constraints to create custom, compelling website designs that deliver the digital solutions you demand. Full list of our services can be found at www. interactivepalette. com Challenge Before we acquired Easy Projects, we were not keeping track of time properly and a lot time wasn't being billed. Solution and Results Have evaluated 4 different project management applications we decided to purchase Easy Projects mainly because it had some of the features we liked from MS Project and I really like the possibility of customizing the product with some of our other forms....
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### Implementing Birdview PSA across Non-Tech Users
> 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…”
Industry: Web Design Team Function: Project Management Number of EP Users: 12 CL Resources provides web design, graphic design and computer services to various clients, offers best services and reduces cost of employing staff in-house. In addition to our primary services offering, CL Resources also provides web hosting services and dedicated web servers that are designed to meet all clients' needs. I have narrowed down the choice to EP because of its cost and all the features that came with it. Easy Projects has met our needs in areas of Bugs, Request and Actual project control and it is accessible by web interface. This case study is presented by Gregory S. Werth, who works as a WebMaster for CL Resources, Inc. Organization Profile CL Resources, Inc. is based in Maryland with several branches throughout the United States. CL Resources is a very computer technology oriented company offering consultanting services and Information Technology department services as our on hand services are backed by in-depth experienced staff. CL Resources provides web design, graphic design and computer services to various clients, offers best services and reduces cost of employing staff in-house. In addition to our primary services offering, CL Resources also provides web hosting services and dedicated web servers that are designed to meet all clients' needs. Challenge Our company used Microsoft Project for managing projects but that tool proved to be too difficult for many users. These users managed their projects manually from the reports I generated using Microsoft Project. Solution and...
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### Saving 50+ Hours per Staff Member per Year with Birdview
> 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.”
Industry: Web Development Team Function: Project Management Number of EP Users: 6 Sheer meaning clear and Vision meaning idea. By having a clear understanding of your business process, Sheer Vision Technologies is able to turn ideas into appropriate business solutions. Compared to our old system, we save about 15 minutes per day, per person. That over an hour a week which saves us about 40 - 50 hrs per year. For our company, the benefits were huge. This case study is presented by Kenny Young, President of Sheer Vision Technologies Inc. Organization Profile Sheer meaning clear and Vision meaning idea. By having a clear understanding of your business process, Sheer Vision Technologies is able to turn ideas into appropriate business solutions. We have one core focus: to provide solutions that are in the best interest of your organization. We do not develop because we can. We believe in our solutions, because they were developed to enhance your business process, facilitating a more effective and cost efficient environment. These solutions have been successfully applied to various industries including airline, book publishing, fisheries, government, property management, and tourism. The detailed information about Sheer Vision Technologies Inc. can be found at www. sheervision. com Challenge Before switching to Easy Project we were using another project management product. Its functional design was poor making it difficult to enter time sheets. It was very hard to organize projects. The biggest downfall was the system would produce system errors quite often. The validation wasn't great, so...
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### Saving Managers’ Time and Effort with Birdview PSA
> 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…”
Industry: Web Design Team Function: Marketing Number of EP Users: 5 Website Since its inception in 1997, Digitalus has specialised in offering quality, jargon-free web design at a reasonable price. As the result of implementing Easy Projects in our company we're able to much more effectively plan out our future client work and more accurately estimate completion dates. This case study is presented by Lucas Young, CEO of Digitalus Ltd. Organization Profile Digitalus Ltd. is a web-design company based in Auckland, New Zealand. Since its inception in 1997, Digitalus has specialised in offering quality, jargon-free web design at a reasonable price. As a result, the company has been invited to work on some of the biggest sites in the country such as www. fencepost. com and www. fonterra. com. Sites developed by Digitalus have won awards including the HitWise Top Ten Award, an e-business excellence award, and the Future's Trust top e-democracy site award. More information about Digitalus Ltd. can be found at the company's website. Challenge We used a variety of techniques to manage our projects before we started using EasyProjects - these included our own memories, spreadsheets, dotProject and Microsoft Project. Eventually we settled for Excel. However, that system didn't notify our team of tasks, and required us to manually update spreadsheets. Adding hours to the spreadsheet was cumbersome and time-consuming, and consequently many of our team stopped using it. That situation has changed when EasyProjects came along and permanently solved our project management problems for us. Solution...
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### Saving 50% of the Time Needed for Project Management
> 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...”
Industry: Legal Team Function: Professional Services Number of EP Users: 5 Website At International Legal Counsels, we advise clients on how to resolve legal issues while taking advantage of business opportunities. EP 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 unnecessary duplication in various programs. This case study is presented by Dmitri I. Dubograev, founder and CEO of International Legal Counsels (d/b/a femida. us). Organization Profile International Legal Counsels PC is headquartered in Alexandria, VA (USA) with affiliated offices in Washington, D. C. , Paris and Moscow. From its very inception ILC has been designed as a truly international law firm joining the interrelated and complementary skills and expertise of its attorneys in its principal practice areas and geographic locations. So what's our role and what can we do for your business? First and foremost, we advise clients on how to resolve legal issues while taking advantage of business opportunities. Therefore, the types of transactions in which we have significant hands-on experience, may also serve you as a roadmap of the issues that your business endeavor may still need to address, whether your business in the United States, Western Europe or the Russian Federation. The detailed information about International Legal Counsels can be found at www. femida. us Challenge Before choosing Easy Project we were using a combination of Excel and Outlook to manage our projects. The major challenges were tracking...
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### How a Medical Software Company Improved Project Work
> 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.”
Industry: Healthcare Team Function: Operations & Product Development Number of EP Users: 12 Before switching to Easy Project we were managing all our projects manually. It was mostly an e-mail exchange and not everybody had access to it. Right now Easy Projects probably saves us a full day of labor per month... This case study is presented by Irina Tkach, Business Analyst at Med-Link Computer Sciences. Challenge Before switching to Easy Project we were managing all our projects manually. It was mostly an e-mail exchange and not everybody had access to it. Also, it was hard to follow up - sometimes two people were doing the same job. Solution and Results We evaluated about 5 project management products before we decide on Easy Projects. We liked that it is very user friendly, has an easy learning curve and is very intuitive - we didn't have to spend any time on training. Easy Projects solved all our problems. It gave us an ability to control all projects, see progress and comments. We also could give user authorizations for each project. It's very structured and easy to learn. We have about 12 people using the tool. We created a set of permanent projects and have tasks assigned under each project. Projects are driven by user authorization, which helps a lot for outsource development. Some of the built-in reports happened to be very useful and we are still investigating some more advanced features. Right now Easy Projects probably saves us a full day...
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### All Clients Testimonials
> Read and enjoy what people have to say about Birdview PSA. Fun and enlightening. Honest opinions of our dedicated users - get a piece of truth about EP !
- Published: 2013-02-09
- Modified: 2023-02-27
- URL: https://birdviewpsa.com/all-client-testimonials/
“Our Aha moment came when a custom report was generated that highlighted a significant ebb in the workload forecast 6 weeks forward. We had guesstimated that our workload would only easy 3 months ahead. If not for this report, we may have been unnecessarily and unacceptably stagnant for several weeks, amounting to over 1000+ man hours of lost cost and revenue opportunity. Giving us full customization to generate reports that could include custom fields is a significant bonus to an already excellent product. ”Zohar Beneliezer, B. Eng Project Manager, Avnan Electro Inc. “I'm writing to simply share what a great support experience I've had. Tasked with migrating our EP install to a new platform, I had some basic technical and process questions. I took a chance on the online chat and was very surprised at the speed and efficiency of the response. My numerous clarifying questions were received well and professionally answered. Well done, I think your support organization should serve as a model in any industry. Regards, Perry. ”Perry White Finite Engineering Associates 3D, LLC. “Ever since Easy Projects was introduced here at Wired Messenger, we’ve seen a big improvement in planning and managing our resources. The product is being used across the whole company. Our heaviest users are heads of PMO, Creative, Development and Account Management. Weekly resource report is one of the most useful features for us. It is used daily for our scrum meeting to identify workload for each resource and evaluate tasks statuses of each...
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### Requirements
> 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/
Birdview PSA Cloud Monthly, annual, 2-year and 3-year subscriptions are available. View hosting prices. No additional software is required on your computer(s), just your internet browser (Microsoft Edge, Latest Chrome, Safari or Firefox). Birdview PSA is hosted on Microsoft Azure Cloud. Additional Storage space.
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### Client Case Studies
> Read some exciting and helping-to-learn-more stories by our clients who love Birdview PSA for what it really is: a reliable and easy-to-use software tool.
- Published: 2013-02-09
- Modified: 2023-01-31
- URL: https://birdviewpsa.com/client-case-studies/
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### Website Design Project Management Software
> 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/
Website Design Project Management SoftwareOne can argue that running a web-design agency is similar to other professional service businesses. You need to constantly balance high quality of work, quick turnaround times and staying on budget. However, there are few things web design business is particularly notorious for: Constantly changing requirements and scope creep (“... just make this font a little bigger”) Approval-intensive workflow involving both internal managers and clients; High stress for employees (multiple projects with tight deadlines). More than 10 years ago we built Easy Projects to scratch our own itch: an easy-to-use tool to manage our web-design and software development projects. Here is how Easy Projects helped us and hundreds of clients in the web-design space... Managing Change Requests and Scope Creep Easy Projects Custom Forms let you create your own Change Request form, which is available to customers. Once submitted, it can be converted into a project or task. A complete audit trail allows reporting on the number of requests, and time spent to ensure that every additional hour is billed for. Approval Workflows Any team member can share a draft or a final deliverable and request an approval. One person or multiple people can be selected as approvers. It will work with both internal managers and customers. The approver can accept the deliverable or request more revisions. This will work perfectly with mock-up images, website copy, interactive landing page wireframes, etc. All parties will have a complete history of all revisions in a single location. Imagine...
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### Project Management with Excel versus Birdview PSA
> Birdview PSA is an adaptable, enterprise-ready work management platform designed for teams who have outgrown their current tools like Microsoft Excel.
- Published: 2012-11-25
- Modified: 2023-05-02
- URL: https://birdviewpsa.com/alternatives/excel-alternative/
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### Basecamp Alternative for Project Managers
> Sometimes you need more than Basecamp can offer. Birdview PSA is one of the best alternatives to Basecamp worth trying, find out why on our website
- Published: 2012-11-25
- Modified: 2023-05-02
- URL: https://birdviewpsa.com/alternatives/basecamp-alternative/
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### Birdview PSA Helps Achieve Better Project Management in Higher Education
> Birdview PSA makes managing your higher education projects a breeze with its Resource Management, online collaboration, time tracking and customer modules
- Published: 2012-11-20
- Modified: 2023-02-23
- URL: https://birdviewpsa.com/solutions/higher-education-project-management-software/
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### Telecom Project Management Software
> Web-based telecom Project Management Software. Birdview PSA is a project management system that has all tools for the telecom and mobile industries.
- Published: 2012-11-16
- Modified: 2023-02-23
- URL: https://birdviewpsa.com/solutions/telecom-project-management-software/
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### How to Start and Finish a ‘No-Fail’ Project: Part V – Objective Project Status Report
> Download free whitepaper on how to receive honest and objective status report to ensure your project doesn't run out of time or budget
- Published: 2012-10-21
- Modified: 2023-07-25
- URL: https://birdviewpsa.com/project-status-report/
How to Start and Finish a ‘No-Fail’ Project: Part V – Objective Project Status ReportAccording to The Standish Group (www. standishgroup. com), a major IT research institution, only 34% of IT projects are completed on time and within budget. Standish estimates that 51% overrun their schedules and surpass their budgets while 15% are cancelled. Although these findings show vast improvement from their first study in 1994, the rates are still alarming. Project management experts recognize 5 main challenges that might prevent your projects from a successful completion. This white paper talks about different ways to get honest project status updates.
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### How to Start and Finish a ‘No-Fail’ Project: Part IV – Dealing with Changing Requirements
> Download free whitepaper on how to deal with changing requirements and scope creep to ensure your project doesn't run out of time or budget
- Published: 2012-10-21
- Modified: 2023-07-25
- URL: https://birdviewpsa.com/dealing-with-changing-requirements/
How to Start and Finish a ‘No-Fail’ Project: Part IV – Dealing with Changing RequirementsAccording to The Standish Group (www. standishgroup. com), a major IT research institution, only 34% of IT projects are completed on time and within budget. Standish estimates that 51% overrun their schedules and surpass their budgets while 15% are cancelled. Although these findings show vast improvement from their first study in 1994, the rates are still alarming. Project management experts recognize 5 main challenges that might prevent your projects from a successful completion. This white paper describes the most effective ways to deal with feature creep.
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### How to Start and Finish a ‘No-Fail’ Project: Part III – Planning for Success
> Download free whitepaper on how to properly create project plans to ensure your project doesn't run out of time or budget and all stakeholders are happy
- Published: 2012-10-04
- Modified: 2023-07-25
- URL: https://birdviewpsa.com/how-to-start-and-finish-a-no-fail-project-part-iii-planning-for-success/
How to Start and Finish a ‘No-Fail’ Project: Part III – Planning for SuccessYou have decided to implement project management software in your marketing organization. Great, you’ve taken the first step. But now what? How do you get started? How do you ensure that the implementation leads to a successful adoption and gets you the results you’re looking for? This white paper discusses best project planning practices.
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### How to Start and Finish a ‘No-Fail’ Project: Part II – Improving Team Communication
> Download free whitepaper on how to improve team communication to ensure your project doesn't run out of time or budget and all stakeholders are happy
- Published: 2012-10-04
- Modified: 2023-07-25
- URL: https://birdviewpsa.com/how-to-start-and-finish-a-no-fail-project-part-ii-improving-team-communication/
How to Start and Finish a ‘No-Fail’ Project: Part II – Improving Team CommunicationAccording to The Standish Group (www. standishgroup. com), a major IT research institution, only 34% of IT projects are completed on time and within budget. Standish estimates that 51% overrun their schedules and surpass their budgets while 15% are cancelled. Although these findings show vast improvement from their first study in 1994, the rates are still alarming. This whitepaper reviews one of these obstacles – poor communication within a team and shows some effective ways how to improve it.
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### How to Start and Finish a ‘No-Fail’ Project: Part I – Fighting Internal Resistance
> Download free whitepaper on how to fight internal resistance to new project management tools to ensure your project doesn't run out of time or budget
- Published: 2012-10-04
- Modified: 2023-07-25
- URL: https://birdviewpsa.com/how-to-start-and-finish-a-no-fail-project-part-i-fighting-internal-resistance/
How to Start and Finish a ‘No-Fail’ Project: Part I – Fighting Internal ResistanceAccording to The Standish Group (www. standishgroup. com), a major IT research institution, only 34% of IT projects are completed on time and within budget. Standish estimates that 51% overrun their schedules and surpass their budgets while 15% are cancelled. Although these findings show vast improvement from their first study in 1994, the rates are still alarming. Project management experts recognize 5 main challenges that might prevent your projects from a successful completion. This whitepaper reviews one of these obstacles – Internal Resistance and show some effective ways how to fight it.
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### Terms and Conditions for Logic Software Inc. dba Birdview PSA
> 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/
Effective as of: July 25 2022 This is a legal agreement between the person or organization (“Customer” or “you”) agreeing to these Terms and Conditions (“Terms”) and Logic Software Inc. (“Licensor,” “us,” or “we”). By accepting these Terms or using the Services, you represent that you are of legal age and have the authority to bind the Customer to these Terms (the “Agreement”). This Agreement governs the terms and conditions pursuant to which you may access and use the Services. By checking the consent box, or by accessing or using the Services, Customer acknowledges that it has read and understood the terms of this Agreement and, for good and valuable consideration, agrees to be bound by the terms of the Agreement. If you do not accept these Terms, then do not use the Services. These Terms may be amended or updated by us from time to time without notice and the terms of the Agreement may have changed since your last visit to our website. It is your responsibility to review these Terms for any changes. Your use after any amendments or updates to these Terms shall signify your assent and acceptance of such revised Terms. You should visit this page periodically to review these Terms. Should you not agree to these Terms or any amendments thereof, your only remedy is to discontinue use of the Services in accordance with the termination conditions set forth in this Agreement. DEFINITIONS “Authorized User" means a Customer employee or Customer contractor who provides...
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### Project Management Software (Dutch)
> 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/
Waarom Easy Projects? Wij zijn wijPricingReferentie KlantenInternational SiteProbeer het gratisProject Management Software: Nu Eenvoudig Gemaakt! Wat is Easy Projects? Easy Projects is een cloud-gebaseerde project management software welke het voor uw gehele organisatie mogelijk maakt om eenvoudig georganiseerd te blijven. Monitor taken en budgeten en manage de werkzaamheden effectief. Wanneer u een team heeft bestaande uit meer dan twee personen en u komt er niet meer uit met pen en papier of Excel, dan is Easy Projects iets voor u! Waarom Easy Projects? De meest kostenbesparende project management software – Slechts $17 per gebruiker per maand, en nog minder bij grotere aantallen Moeiteloos sturen en monitoren van organisaties, teams en projecten Permanente toegang tot support en training. Online documentatie en echte mensen die bereikbaar zijn per telefoon, email en webinars Stimuleer samenwerking – toegankelijk vanaf elke locatie, cloud gebaseerd, online meeting mogelijkheden voor teamleden, direct status overzicht van elle teamleden Veel opties en mogelijkheden – aanpasbare set aan mogelijkheden welke aansluit op bijna alle projecteisen, en achterwege blijven wanneer niet van toepassing Features Uitstekende klantenservice en training Aanpasbare dashboards Mogelijkheid om de interface aan te passen naar uw specifieke behoefte Client portal voor project overzichten Interactieve Gantt charts Ongelimiteerd aantal Projecten, Ongelimiteerd aantal maatwerk velden Cloud of server-based Pricing Easy Projects kost slechts $17 of minder, per gebruiker per maand. Om uw licentiekosten te berekenen kunt naar de hosted pricing pagina voor de SaaS optie of de in-house pricing pagina voor de lokale, in-huis opties. Wij zijn wij Easy...
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### Software de Administración de Proyectos
> 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/
¿Por qué Elegir Easy Projects? Quiénes SomosPreciosClientes Página Internacional¡Pruébelo Gratuitamente! Software de Administración de Proyectos: ¡Ahora Más Fácil! ¿Qué es Easy Projects? Easy Projects es un software de Administración de Proyectos con almacenamiento basado en la nube, el cual hace que los miembros de equipo tengan más facilidad a la hora de organizar, mantener un registro de tareas y presupuestos y administrar el volumen de trabajo de una manera más eficiente. Si tiene un equipo de más de dos personas y el uso del papel y boli o de Excel ya no le sirve para mantener un registro de los proyectos, ¡Easy Projects es para usted! ¿Por Qué Usar Easy Projects? Es el software de administración de proyectos más rentable– Por solo $17 por usuario cada mes, menos aún con descuentos para los pedidos en grandes cantidades Viene con una monitorización y organización fácil para los múltiples miembros de equipo y para los proyectos Es fácil acceder al soporte y a la formación: se puede acceder fácilmente a la documentación por internet y se puede contactar fácilmente con personas (no un sistema automático) a través de teléfono o email. También ofrecemos seminarios web. Colaboración de unidades – Es accesible desde cualquier lugar, tiene un almacenamiento en nube, con capacidades para hacer reuniones por internet con los miembros de equipo remotos, tiene una vista de un solo clic para ver lo que hacen todos Tiene muchas funciones – con una configuración de funciones adaptable, la cual satisface todas las necesidades...
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### Infographics: Project Management Challenges and Complaints
> This infographics illustrates biggest project management challenges and complaints across multiple industries based on a 2,000+ responders survey
- Published: 2012-08-29
- Modified: 2023-02-22
- URL: https://birdviewpsa.com/project-management-challenges/
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### Project Management Software for Architecture
> Take control of your architectural projects by planning projects, resources, and budgets, mitigating risks, and elevating client satisfaction
- Published: 2012-08-09
- Modified: 2024-01-24
- URL: https://birdviewpsa.com/solutions/project-management-software-for-architects/
---
### Construction Project Management Software
> Improve your construction team’s productivity, budget tracking, scheduling and ability to communicate from anywhere with Birdview PSA
- Published: 2012-08-02
- Modified: 2023-03-03
- URL: https://birdviewpsa.com/solutions/construction-project-management-software/
---
### Project Management Software in Advertising
> Power up your client’s campaigns with the Birdview PSA solution for advertising agencies.
- Published: 2012-08-01
- Modified: 2023-02-02
- URL: https://birdviewpsa.com/solutions/project-management-software-for-advertising-agencies/
---
### Projekt-Managament-Software
> 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/
Warum Easy Projects? Wer wir sindPreiseUnsere KundenInternationale SeiteProbieren Sie es gratisProjektmanagement-Software: Jetzt ganz easy! Was ist Easy Projects? Easy Projects ist eine cloud-basierte Projektmanagement-Software, die es Teammitgliedern auf einfache Art ermöglicht, gut organisiert zu bleiben, Aufgaben und Budgets im Blick zu behalten und ihre Arbeit effektiver zu erledigen. Wenn Ihr Team aus mehr als zwei Personen besteht und Stift und Papier und Excel einfach nicht mehr ausreichen, um Ihre Projekte zu verwalten, ist Easy Project für Sie genau richtig! Warum Easy Projects? Die kosteneffizenteste Projektmanagement-Software – nur $17 pro Anwender und Monat, mit Mengenrabatt noch günstiger Mühelose Verfolgung und Organisation verschiedener Teammitglieder und Projekte Immer erreichbarer Support und Training: Online-Dokumentationen, Webinars und echte Ansprechpartner, die Sie jederzeit einfach telefonisch oder per E-Mail erreichen können Verbessert die Zusammenarbeit – zugänglich von überall: Cloud-Speicher, Online Meeting-Funktionen für Teammitglieder, die an anderen Orten arbeiten. Sehen Sie mit einem Klick, wer gerade an was arbeitet Großer Funktionsumfang – anpassbare Funktionen, die fast alle Management-Anforderungen erfüllen, aber nicht verwendet werden müssen, wenn Sie sie nicht benötigen Funktionen Ausgezeichneter Kundenservice und Schulungen Benutzerdefinierte Dashboards Benutzeroberfläche kann an Ihre individuellen Anforderungen angepasst werden Kundenportal ermöglicht Projekttransparenz Interaktive Gantt-Diagramme Unbegrenzte Anzahl an Projekten und benutzerdefinierten Feldern Auf Cloud- oder Serverbasis Preise Easy Projects kostet nur $17 pro Nutzer und Monat oder weniger Bitte besuchen Sie die Preisseite für die SaaS-Option oder die In-House Preisseite für die Option vor Ort, um Ihren Preis zu berechnen. Wer wir sind Easy Projects ist das Hauptprodukt von Logic Software, einem etablierten...
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### Custom Project Management Forms
> Learn how Birdview PSA can help your organization streamline incoming request management processes with custom forms
- Published: 2012-05-23
- Modified: 2022-12-19
- URL: https://birdviewpsa.com/software/project-management-forms/
---
### Collaboration 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/
Project Management and Collaboration Software Project management software is very different from what it was just a few years ago, when it was all strictly just about the projects. Many of today's applications bring lots of exciting collaboration features into the mix, allowing project teams all around the globe to connect and communicate like never before. By allowing your team to freely collaborate online, you remove many barriers which might lead to delays in your project. First, the information becomes more readily available, which means no more searching emails or trying to figure out where the most recent project files are. When your team collaborates in an online tool, it acts as a centralized "warehouse" of sorts where all of the data such as messages and files are stored for easy access. Easy Projects is a web-based project management and team collaboration software. It allows project teams to enjoy wide collaboration between individuals, departments and other project stakeholders. You can upload and share files, post and reply to messages, receive automatic e-mail notifications, host online meetings and more. You can Try Easy Projects free for 15 days right now and see for yourself how easy project management and team collaboration can be!
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### QA Engineer
> Online Project management software tool for managing & tracking projects & tasks online. Easy Projects makes project management & team collaboration straigh
- Published: 2012-04-06
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/qa/
Logic Software Inc. , a leading provider of project management software is looking for people who are passionate about what they do. Our flagship product - Easy Projects is profitable and growing at double-digit rate every year. And now we're hiring. We're currently looking for: Location: Minsk Belarus Description The successful candidate will be responsible for testing a range of desktop and web-based applications; collaborating with development team to create QA Test Plans, testing processes and procedures. Mandatory Requirements At least 2-year experience as a QA Engineer Must have strong analytical skills, be decisive and detail-oriented Great understanding of Software Development process and Product Life Cycle Good English language knowledge Great communication skills Optional Requirements Good knowledge of Automated Testing tools Experience working within a well defined software development and QA process This is a good team environment with a progressive company that is excited to keep growing. To apply: please send your resume to job@logicsoftware. net
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### Project Management Software for Engineering
> Birdview PSA is a powerful PSA software built to manage engineering projects. Plan, track, and deliver complex projects and invoice your clients
- Published: 2012-04-03
- Modified: 2025-04-04
- URL: https://birdviewpsa.com/solutions/project-management-software-for-engineering/
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### Newsletter Confirmation
> Online Project management software tool for managing & tracking projects & tasks online. Easy Projects makes project management & team collaboration straigh
- Published: 2012-03-22
- Modified: 2023-02-22
- URL: https://birdviewpsa.com/confirm/
Thank you for adding your email to our Newsletter mailing list. An email will be sent to you shortly to confirm your subscription. Please note, that you will be able to unsubscribe or change your details at any time. Your information including the e-mail address will be kept private and won't be used by or sold to any other party.
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### Feedback Survey
> Fill out the feedback form in Easy Projects software to help us make your work more efficient and easier.
- Published: 2012-03-19
- Modified: 2023-02-10
- URL: https://birdviewpsa.com/feedback-survey/
---
### Project Templates
> 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/
The following project templates can be imported directly into Birdview PSA. Software Development Project Format: MS Project Office Move Project Format: MS Project Facebook Marketing Plan Format: MS Project LinkedIn Marketing Plan Format: MS Project Twitter Marketing Plan Format: MS Project
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### Microsoft Project Alternative
> We offer a powerful online alternative to MS Project that maintains its value. Find out why Birdview PSA is the best alternative to Microsoft Project.
- Published: 2012-03-15
- Modified: 2023-05-02
- URL: https://birdviewpsa.com/alternatives/microsoft-project-alternative/
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### Tutorials
> 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/
Printable Tutorials Activity Center Views – Productivity at a Glance Custom Fields – Infinite Possibilities Project Manager's Quick Start Guide End User's Quick Start Guide Senior Manager Quick Start Guide Easy Projects Glossary Video Tutorials
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### Contact Us
> 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/
Logic Software, Inc. Head Office 1120 Finch Avenue West, Suite 201 Toronto, Ontario M3J 3H7 Canada Fax: +1 888 261 8978 Toll-free phone: +1 888 261 9878 Office: +1 416 907-9944 If you have any question or request, please do not hesitate to contact us. You can fill out the form below, send us an e-mail at: info@birdviewpsa. com Thank you.
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### Security and Data Center
> Our data center is top level security and fire proof ISO/IEC 27001:2005 certified facility. with all top-notch features of first-class data centers.
- Published: 2012-03-01
- Modified: 2023-04-06
- URL: https://birdviewpsa.com/company/enterprise-security/
Enterprise Security with Microsoft Azure The Birdview PSA hosted accounts are powered by Microsoft Azure cloud. Azure is an open and flexible cloud platform that runs out of a global network of managed datacenters across 34 regions. You can choose to host your data in the USA, Canada or Europe. Azure delivers a 99. 95% compute SLA. Your Birdview PSA account will run on the same cloud that powers Skype, Office 365, Bing, and Xbox. 85%of Fortune 500 companies use MS Azure. Security and Encryption Azure provides built-in software patching, network load balancing and 24 hour-monitored physical security. Datacenters are physically constructed, managed, and monitored to shelter data and services from unauthorized access as well as environmental threats. Read more here: https://www. microsoft. com/trustcenter/security/ For data in transit, Birdview PSA uses industry-standard encrypted transport protocols SSL/HTTPS between user devices and our datacenters. For data at rest, we offer transparent database encryption*. To protect against the threat of malicious activity MS Azure offers real-time encryption and decryption of the database, associated backups, and transaction log files. * Available only with the Enterprise Edition of Birdview PSA hosted in a Private Cloud. To ensure secure access to project data, Birdview PSA offers global and project level role-based access control with 30+ granular permissions. Backups All Birdview PSA accounts residing on Azure Cloud are taking advantage of the continuous 30-day snapshot backups. It means that if needed, your data can be restored from any point (up to a second) within the last 30...
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### Satisfaction Guarantee Policy
> We care about our customers and their satisfaction is our priority. Read our satisfaction guarantee policy including 30 day money back guarantee.
- Published: 2012-03-01
- Modified: 2023-02-15
- URL: https://birdviewpsa.com/company/satisfaction-guarantee-policy/
Birdview PSA is try-before-you-buy products. We provide a free trial version of our software for your convenience. During your trial period, our support staff is available to assist in installation and configuration via email, instant messengers and if necessary, limited telephone support is offered. We strongly recommend that all users sign-up for an online trial, and test the fully functional trial versions prior to making a purchase. Money back guarantee We offer 30-day refund policy for any hosted or in-house subscriptions, no questions asked. If you are not completely satisfied with our product or if due to technical difficulties the software will not function, we will issue you a full refund within the first 30 days. In such instances, the "Refund Request Form" on your company letterhead will be required to process the refund. Subscriptions No long-term obligations: You can cancel your account any time. If you decide to cancel your account after 30 days, you will be charged for the current billing cycle but will not be charged again. There are no refunds for the unused portion of your subscription after first 30 days. For example, if you've purchased an annual subscription on January 1st, and then on September 30th you decided to cancel your subscription, no further charges will be made to your credit card, but you will not receive a refund for the period of September 30th to December 31st. Please note, there will be no refunds issued for any completed professional services, including training, BI or...
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### About Us
> Learn more about the Birdview PSA expertise, vision, and our talented team. Explore more on our full-cycle professional services automation platform.
- Published: 2012-03-01
- Modified: 2023-07-05
- URL: https://birdviewpsa.com/company/about/
---
### Careers
> Join Birdview PSA team to help us with our mission is to replace the mess of spreadsheets, emails, and whiteboards with a simple workspace for everyone to collaborate together.
- Published: 2012-03-01
- Modified: 2023-03-20
- URL: https://birdviewpsa.com/company/careers/
Welcome to Birdview PSA Founded: 2004 Headquarters: Toronto, CanadaBirdview PSA isa full-cycle professional services automation platform for resource, project and financial management. Our mission is to replace the mess of spreadsheets, emails, and whiteboards with a simple workspacefor everyone on your service delivery teamto collaborate together. We simplify the processof scheduling resources,managing projects, tracking time, assigning and monitoring tasks, staying within budgets, and so much more. With thousands of customers in over 70 countries, Birdview PSA is a proud team of hardworking and fun-loving people with an unbreakable entrepreneurial spirit. Birdview PSA(formerly Easy Projects)has been on the Canada Growth 500 list in 2018 and 2019 as well as Globe and Mail Canada’s Top Growing Companies in 2019.
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### Integrations
> Learn how Birdview PSA easily integrates with many other applications, including MS Project, MS Outlook, QuickBooks, etc., and its RESTful-based API.
- Published: 2012-02-24
- Modified: 2023-02-02
- URL: https://birdviewpsa.com/integrations/
Easy Projects allows you to share project data, information and files with over 1000+ software platforms and tools - out of the box. Integrate with Gmail, Jira, Salesforce, Slack, Outlook, Marketing platforms and much, much more. Plus, leverage our field-proven API for your specific integration need. Microsoft Excel Built-in Export/Import for projects, tasks, timesheets, etc to/from MS Excel Microsoft Outlook Add tasks, post messages, convert emails into new projects and much more from within MS Outlook Microsoft Project Visualize Easy Projects data in charts, graphs, and dashboards Quick Books Export time entries and other items like customers and employees from Easy Projects to QuickBooks API Integrations Our RESTful API allows for hassle-free integration with your choice of desktop or web applications Toggl Log a Toggl time entry into Easy Projects time log Zendesk Create Easy Projects activity from Zendesk ticket Gmail Create Easy Projects task from Gmail emails Evernote Create Easy Projects tasks via Evernote Zapier + Easy Projects Integrate 1000+ apps with Easy Projects, no programming skills required
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### Project Reports
> Generate pre-built and customizable project status and progress reports to see your organization’s performance.
- Published: 2012-02-24
- Modified: 2023-01-04
- URL: https://birdviewpsa.com/software/project-reports/
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### Gantt Chart
> Use an online interactive Gantt Chart to bring visual planning to the forefront. View how your projects are performing and update the entire project plan in seconds.
- Published: 2012-02-24
- Modified: 2022-12-14
- URL: https://birdviewpsa.com/software/gantt-chart-software/
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### Time Tracking
> Track time of your team right with Easy Projects! No need for extra time tracking solutions. Web-based timer, and project based interface.
- Published: 2012-02-24
- Modified: 2022-04-26
- URL: https://birdviewpsa.com/project-time-tracking/
For projects where you need to keep track of time, either for wages or for billing, a flexible software tool is your best friend. Let us introduce you to Easy time logs:Easy Entry Since you need to depend on team members to enter their information in a timely and accurate manner, time tracking is only as accurate as your team. The best way to facilitate positive behavior is to make it as easy as possible. That’s why Easy Projects offers a number of ways to track time, so each employee can choose the method that suits them the best: single entry, weekly submissions or a built-in timer with a stopwatch functionality. Time Reporting With a well-maintained time tracking system, you will realize immense efficiency gains as you reduce redundant activities and direct energy as needed. Once you have your time logs submitted, you can immediately put this data to action, by running a variety of essential reports: Time Sheets report for detailed breakdown, Billing Report for charging your clients and Payroll Reports for calculating employee wages. Approvals and Lockdowns If you need tighter control over company’s time logs, the Approval and Lockdown feature can come handy, especially if you bill your clients for the time spent. Once approved, time logs become available for billing and the lock-down functionality ensures that these entries can no longer be changed.
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### Calendar
> Easy Projects offers a fully functional, versatile, personal and team project calendar for enhanced time management online.
- Published: 2012-02-24
- Modified: 2023-02-21
- URL: https://birdviewpsa.com/project-calendar/
Project Calendar Our Project Calendar page gives you a high-level overview of all projects in the organization along with their health, status and major milestones. As most of other pages, information on Project Calendar can be filtered by customers, portfolio, date range and a variety of other criteria. Personal Planner and Team Calendar If you need to stay on top of things knows, having a clear and easily understandable overview of your schedule is the key to success. Our General Calendar module allows for a complete view of the tasks, milestones, vacations, and events for you or your entire team.
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### Permissions & Security
> Birdview PSA secure project management software provides Enterprise-grade security. We offer encryption, cloud storage, robust user permissions, backups, and more...
- Published: 2012-02-24
- Modified: 2023-01-03
- URL: https://birdviewpsa.com/software/secure-project-management/
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### Project Management Guest/Client Portal
> Help your clients keep tabs on work done for them with Birdview PSA using our free project management client portal
- Published: 2012-02-24
- Modified: 2022-12-13
- URL: https://birdviewpsa.com/software/client-portal-for-your-customers/
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### Team Collaboration
> Collaborative project management software for managers, teams, and customers to work together efficiently. Real-time notifications, comments, file sharing, and feedback.
- Published: 2012-02-24
- Modified: 2023-01-04
- URL: https://birdviewpsa.com/software/project-collaboration/
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### Project Resource Planning
> Elevate your strategic resource management with Birdview PSA. Plan projects, allocate resources, and optimize workloads for your team's success.
- Published: 2012-02-24
- Modified: 2023-07-27
- URL: https://birdviewpsa.com/software/resource-planning-software/
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### Project Management Tools
> Rated Easiest to Use collaborative project management tool for planning and managing your projects, tasks, resources, timelines, and budgets.
- Published: 2012-02-24
- Modified: 2024-03-15
- URL: https://birdviewpsa.com/software/project-management-tools/
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### Project Management Dashboard
> Handle your project performance data in real time with project dashboards. Get instant access to KPIs and track project progress to identify and prevent risks.
- Published: 2012-02-24
- Modified: 2022-12-20
- URL: https://birdviewpsa.com/software/project-dashboard/
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### ROI Calculator
> Please use the table below to calculate the estimated savings and ROI that your organization can gain by implementing Easy Projects
- Published: 2012-02-08
- Modified: 2019-08-26
- URL: https://birdviewpsa.com/roi-calculator/
ROI CalculatorPlease use the table below to calculate the estimated savings and ROI that your organization can gain by implementing Easy ProjectsOrganization DetailsNumber of team members:Average team member annual salary (USD):Number of managers:Average manager annual salary (USD):Average number of projects going on at any given time:Savings & ROITotal time saved by team members per year:383. 33 hoursTotal time saved by project managers per year:57. 5 hoursTotal time saved:441 hoursTotal savings per year (USD):$6,728. 10CalculationsThe following assumptions are based on the feedback and testimonials provided by Easy Projects customers. Collaboration time saved by team member: 10 minutes per dayProject Management time saved by managers: 5 minutes per day, per projectNumber of workdays per year: 230Total time saved by team members per year: Number of Team Members * Saved minutes * Number of Working Days / 60 minutesTotal time saved by managers per year: Saved minutes * Number of Projects / Number of Project Managers * Number of Working Days / 60 minutesAnnual cost of Easy Projects hosted license:(Number of Team Members + Number of Managers) * $216. 00Total Savings: Saved Team Members Hours * Team Member Hourly Rate + Saved Managers Hours * Managers Hourly Rate - Easy Projects License Cost
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## Posts
### Billable utilization: Increase profits with the right strategy & tools
> Teams leaving money on the table? Discover how firms can use smarter billable utilization strategies to boost margins—before your revenue hits a ceiling.
- Published: 2025-04-25
- Modified: 2025-04-25
- URL: https://birdviewpsa.com/blog/billable-utilization/
- Categories: Resource Management
Tracking billable utilizationhelps you see how much of your team's work actually generates revenue. Many businesses assume all logged hours contribute to profitability, but that’s not true. Internal meetings, admin tasks, and training take up time without bringing in direct income. If you’re not measuring billable utilization correctly, you could be misjudging profitability and overloading employees without increasing revenue. Billable utilization: What it really means Billable utilization measures the percentage of time spent on revenue-generating work. It doesn’t include admin tasks, internal meetings, or training. To calculate it, divide billable hours by total available hours, then multiply by100. Resource utilization, on the other hand, includes everything—billable and non-billable hours. It gives a full picture of workload but won’t tell you how much time actually contributes to revenue. 💡 Example calculationLet’s say a consultant works 40 hours a week: 30 hours spent on client projects (billable) 10 hours on meetings, emails, and training (non-billable) Billable utilization:(30 ÷ 40) × 100 =75%Resource utilization: (40 ÷ 40) × 100 =100%If you only look at resource utilization, it seems like all hours are being used productively. But the reality is different. Common misconceptions about billable utilization Misconception Reality 1. Not all work contributes to revenue. Just because someone is working doesn’t mean the business is earning money. Tasks like internal meetings and admin work don’t count as billable time. 2. Internal meetings, admin tasks, and training count. These activities support operations but don’t directly generate revenue. Internal productivity shouldn’t be mistaken for billable work....
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### How to prevent & fix schedule slippage in projects?
> Schedule slippage killing your momentum? Learn how top teams tackle delays fast—before missed deadlines wreck your delivery pipeline.
- Published: 2025-04-25
- Modified: 2025-04-25
- URL: https://birdviewpsa.com/blog/schedule-slippage/
- Categories: Project Management, Resource Management
Schedule slippage is when your project timeline falls behind the original plan. Learn how top teams tackle delays fast.
Schedule slippage doesn’t just push deadlines—it chips away at budgets, erodes trust, and puts your goals at risk. Missed handoffs, shifting priorities, or resource gaps are often to blame, but the fallout goes deeper. Spotting the signs early gives you leverage. With tools that offer features like real-time tracking, forecasting, and automated resource planning, you can see issues before they spiral. ▶️Birdview PSAsupports that kind of visibility, so your team can adapt faster, stay aligned, and keep projects moving without the scramble. What is schedule slippage & why does it happen? Schedule slippage is when your project timeline falls behind the original plan. Maybe a task took longer than expected, someone was out sick, or priorities shifted midstream. Whatever the cause, deadlines start sliding. That slippage creates a ripple—missed milestones, tighter handoffs, and the pressure to catch up without compromising quality. Explore ▶️ Smart resource allocation and task scheduling Common causes of schedule slippage Cause Why it happens Unrealistic time estimates Teams assume tasks will take less time than they actually do. Overestimating productivity and underestimating complexity create unrealistic deadlines, leading to delays. Poor resource planning Workloads get assigned without considering team capacity. Overloaded employees slow down progress, while skill mismatches cause inefficiencies. Scope creep Extra features and last-minute changes get added without adjusting timelines. Teams struggle to keep up, pushing deadlines further out. Technical dependencies Some tasks rely on approvals, vendor deliveries, or integrations. Delays in any of these push back the entire project. Communication breakdowns Unclear roles, vague...
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### Engineering resource planning with limited resources: strategies and examples
> Engineering resource planning means strategically managing people, tools, and budgets to ensure engineering projects are delivered on time and within scope.
- Published: 2025-04-23
- Modified: 2025-04-25
- URL: https://birdviewpsa.com/blog/4-ways-easy-projects-can-help-engineering-project-managers-allocate-limited-resources/
- Categories: Engineering projects, Professional Services, Resource Management
- Tags: Engineering Resource Planning, resource allocation
Engineering resource planning means strategically managing people, tools, and budgets to ensure engineering projects are delivered on time and within scope.
No matter the industry, the goal of project management is to produce the greatest results (read: fastest and most valuable) using the least amount of resources and investment. This is no easy task, as it is rare to hear a project manager complain of having too many resources at their disposal than spotting a rainbow after sundown. In engineering project environments, resources are often tight—whether it's skilled labor, available equipment, or time. Delivering complex projects on schedule and within budget requires strategic resource planning that aligns priorities, capacity, and deadlines. When resources are limited, smart planning isn't optional—it's essential. In this blog post, we’ll explore the key challenges of engineering resource planning under constraints, offer real-world examples, and provide actionable strategies to help teams manage more effectively, even when capacity is stretched. What is Engineering Resource Planning? Engineering resource planning means strategically managing people, tools, and budgets to ensure engineering projects are delivered on time and within scope. Managing engineering projects effectively requires forecasting demand, allocating talent, balancing workloads, and optimizing capacity to meet both technical and business goals. Unlike general project planning, engineering resource planning focuses specifically on technical resources—like design engineers, testing facilities, or CAD software licenses—that are essential for product development, infrastructure design, or construction. The process must account for both billable and non-billable activities, as well as changing project scopes and client priorities. Well-executed engineering resource planning allows firms to reduce delays, avoid overloading specialists, and improve project profitability—all while maintaining high-quality standards. What is Resource...
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### 6 best project management software for EU businesses
> Top project management software outside the USA for European companies: 1. Birdview PSA; 2. Scoro; 3. MeisterTask; 4. HanzeDocs; 5. Teamwork; 6. OpenProject
- Published: 2025-04-21
- Modified: 2025-04-21
- URL: https://birdviewpsa.com/blog/best-project-management-software-for-eu-businesses/
- Categories: Software Ratings
We’ve rounded up some of the best project management software tools built outside the USA, including EU-based and international platforms, that understand what European businesses need.
If you’re running a business in Europe, choosing the right project management software isn’t just about features and pricing. It’s also about where the software comes from. With increasing awareness around data privacy laws, compliance regulations like GDPR, and the need for local support, many European companies are actively looking beyond American-made solutions. In this article, we’ve rounded up some of the best project management software tools built outside the USA, including EU-based and international platforms, that understand what European businesses need. Top project management tools for EU businesses Birdview PSA (Canada) Scoro MeisterTask HanzeDocs Teamwork OpenProject Which service-based businesses in the EU need project management software? Service-based businesses across the EU, such asconsulting firms,marketing agencies, IT providers, and engineering companies, rely on project management software to plan work, allocate resources, and deliver projects on time. With growing client demands, remote teams, and compliance requirements like GDPR, businesses need a reliable project management tool. It helps streamline operations, improve collaboration, and maintain full visibility across projects. Key criteria for selecting the best project management software for EU businessWhen choosing project management software for a service-based business in the EU, it’s important to focus on tools that support both operational efficiency and regulatory compliance. Here are the key factors to consider:✅GDPR ComplianceEnsure the software meets EU data protection standards, especially if it stores client or employee information. Hosting data within the EU is often a plus. ✅Collaboration and remote work featuresLook for built-in tools for communication, task sharing, and document management...
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### What is sales project management? Best practices & tips for professional services
> Sales Project Management combines project management with sales. It keeps goals clear, teams aligned, and progress on track from planning to execution.
- Published: 2025-04-20
- Modified: 2025-04-25
- URL: https://birdviewpsa.com/blog/sales-team-can-help-project-management-team/
- Categories: Professional Services, Project Management
Sales Project Management combines project management with sales. It keeps goals clear, teams aligned, and progress on track from planning to execution.
Sales is no longer just about closing deals. In professional services, it also involves managing complex, collaborative, and time-sensitive processes. Whether your team is customizing a proposal for a consulting engagement, coordinating the handoff between sales and delivery, or launching a service package for a new client, planning and cross-functional execution are key. This is where sales project management comes in. In this guide, we’ll explore what sales project management means in a professional services context, why it matters, and how to implement best practices to improve results, efficiency, and client satisfaction. What is sales project management? Sales project management is the application of project management principles to sales-related activities. In professional services, this means managing complex sales engagements that often require input from multiple departments—such as operations, finance, legal, and delivery teams. Sales Project Management combines project management with sales. It keeps goals clear, teams aligned, and progress on track from planning to execution. Why sales project management matters in professional services Sales cycles in professional services tend to be long, consultative, and involve multiple stakeholders. They often rely heavily on accurate scoping, careful resource planning, and tight timeline management. Without a structured project management approach, teams risk delays, miscommunication, duplicated work, or even failing to meet client expectations. Implementing sales project management can change that. It streamlines complex sales processes, improves collaboration across sales, marketing, delivery, and operations, and shortens cycle times through better planning. It also increases transparency for both internal teams and clients, leading to a...
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### What is a PMO? Roles, responsibilities, types & benefits explained
> A project management office (PMO) is a team or department that defines and maintains project management standards across an organization.
- Published: 2025-04-20
- Modified: 2025-04-23
- URL: https://birdviewpsa.com/blog/project-management-office-guide/
- Categories: Professional Services, Project Management
A project management office (PMO) is a team or department that defines and maintains project management standards across an organization.
Whether you're new to the concept of a project management office (PMO) or looking to enhance your existing PMO practices, this guide is here to provide you with valuable insights and practical tips. A well-implemented PMO can be a game-changer, driving efficiency, consistency, and success across your projects. What is a PMO? A project management office (PMO) is a team or department that defines and maintains project management standards across an organization. Its goal is to bring consistency, structure, and oversight to how projects are planned, executed, and delivered. PMOs can be internal (within the organization) or external (outsourced), and they may vary in scope and function depending on business needs. Structure PMO There are different types of PMOs, each serving a distinct purpose: Project Management Office focuses on supporting individual projects. It provides tools, templates, and administrative assistance, helping project teams follow consistent practices. Program Management Office oversees groups of related projects (programs). It manages governance, aligns project efforts, and ensures the program delivers value as a whole. Portfolio Management Office takes a broader view, managing the full portfolio of projects and programs. It aligns initiatives with strategic priorities and ensures resources are invested in the right areas. Each type plays a different role, but all are designed to help organizations deliver projects more efficiently and strategically. Types of PMO based on functionPMOs can vary widely in their scope, responsibilities, and authority. Before setting up a project management office within your organization, it is important to identify the specific...
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### 9 best engineering project management software in 2025
> Discover the Top Tools for Engineering: 1. Birdview PSA – End-to-End Solution for Engineers 2. Procore 3. Primavera P6 4. JIRA Software 5. Microsoft Project 6. Planview 7.Wrike 8. Asta Powerproject 9. GanttPRO
- Published: 2025-04-17
- Modified: 2025-04-21
- URL: https://birdviewpsa.com/blog/best-engineering-project-management-software/
- Categories: Engineering projects, Professional Services, Software Ratings
Discover the top 11 engineering project management software of 2025, designed to streamline complex projects and enhance team collaboration.
Manage complexity, improve collaboration, and deliver projects with precision. Engineering projects are often complex, resource-heavy, and deadline-driven. Whether you're managing large-scale infrastructure, product development, or multidisciplinary teams, having the right project management software is critical to staying on track and within budget. In this guide, we highlight the 9 best engineering project management software platforms in 2025, tailored to help engineering firms plan, execute, and deliver high-performance results. Top tools for engineering projects Birdview PSA – end-to-end solution for engineers Procore Primavera P6 JIRA Software Microsoft Project Planview Wrike Asta Powerproject GanttPRO What is engineering project management software? Engineering Project Management Software is a specialized tool designed to assist engineers and project managers in planning, executing, and monitoring engineering projects. This type of software is tailored to meet the unique demands of engineering projects, which often involve complex designs, rigorous regulatory standards, and a need for precise coordination of various technical aspects. At its core, engineering project management software provides a framework for managing the lifecycle of an engineering project. This includes initial planning, resource allocation, scheduling, cost management, and performance tracking. The software typically features a range of functionalities to address the specific challenges of engineering projects, such as collaboration tools, resource forecasting, planning and management, risk management, reporting, and more. Why engineering firms need specialized project management software Engineering projects are unlike typical business initiatives. They’re often complex, long-term, multidisciplinary, and resource-intensive. Whether you're developing infrastructure, manufacturing a product, or delivering technical services, engineering projects involve a high...
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### What is business intelligence in project management?
> Still managing projects blind? Discover how smart firms use business intelligence to make sharper calls—before you're the last to catch on.
- Published: 2025-04-16
- Modified: 2025-04-16
- URL: https://birdviewpsa.com/blog/business-intelligence-project-management/
- Categories: Project Management
Discover how smart firms use business intelligence to make sharper calls—before you're the last to catch on.
Running projects without Business Intelligence (BI) is like driving blindfolded—delays stack up, budgets spiral, and teams struggle to keep pace. BI clears the fog with real-time dashboards, interactive reports, and deep data insights, giving you the power tovisualize,analyze, andinterpretproject performance. WithBirdview PSA, you can forecast project success, track resources, and monitor finances with detailed views into labor costs, project expenses, and profitability. If you're still tangled in spreadsheets, you're complicating things—ditch the chaos, take control, and manage projects confidently using Birdview PSA. 🚀What is (BI) in project management: Why it matters, and how Birdview PSA make a differenceBusiness Intelligence (BI) helps project managers turn raw data into actionable insights. Instead of guessing, they can track real-time performance, spot risks early, and adjust plans before small issues turn into major problems. Without BI, project tracking feels like navigating in the dark. Delays go unnoticed, budgets spiral out of control, and resources get misallocated. With BI, managers get clear visibility into schedules, costs, and team workload—all in one place. 👉 BI tools, such asBirdview PSA, take this a step further. They provide interactivedashboards,automated reports, and real-time data visualization. Instead of sifting through spreadsheets, managers can access key project metrics instantly. Need to compare planned vs. actual costs? Check a report. Want to know which tasks are slowing down progress? View a live dashboard. Data isn’t useful unless it drives better decisions. BI removes the guesswork and puts control back in your hands. If you're managing projects without it, you're leaving success...
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### Project visibility for professional services: From planning to execution
> Missing out on consistent project visibility? Discover how professional service firms can move from chaos to clarity—before your competitors leave you behind.
- Published: 2025-04-16
- Modified: 2025-04-16
- URL: https://birdviewpsa.com/blog/project-visibility/
- Categories: Professional Services, Project Management
Discover how professional service firms can move from chaos to clarity—before your competitors leave you behind.
Project visibilitycan make or break your success. Without it, tracking progress, managing risks, and keeping everyone aligned becomes a constant struggle. That’s where Birdview PSA truly shines. It brings everything together in one place—real-time updates, task management, and seamless communication—so your team can stay in sync and focused. With Birdview PSA’sintuitive dashboards and project collaboration tools, you can keep stakeholders in the loop, track resources seamlessly, and spot potential issues before they derail your project. It’s not just a tool—it’s your project’s new best friend, making sure smooth progress and success. What is project visibility? Project visibility is the ability to track and monitor key aspects of a project, such as tasks, timelines, resources, and progress. It gives stakeholders—both internal and external—real-time access to accurate, up-to-date information on the project's status, challenges, and next steps. This transparency improves decision-making, enhances communication, reduces risks, and keeps teams aligned to drive successful project outcomes. Explore ▶️ Top 30+ AI project management tools in 2025 Project visibility materials Material Description Project reports Project status report Provides an overview of the project’s current state, its progress, and any updates for stakeholders. Progress reports Regular updates on completed tasks, pending items, and plan changes. Final reports Summarizes the project’s outcomes, challenges, and lessons learned. Dashboards Real-time dashboards Visual, interactive platforms showing live project metrics and progress updates. Project documentation Project timeline A visual roadmap displaying the project’s schedule, milestones, and deadlines. Work breakdown structure A breakdown of tasks and subtasks, organized in a hierarchy to aid in...
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### Invoicing is now officially released for Birdview PSA plans
> After a successful period in Feature labs, Invoicing is now a fully supported part of the platform and is available exclusively to Birdview PSA Team and Birdview PSA Enterprise plans.
- Published: 2025-04-10
- Modified: 2025-04-10
- URL: https://birdviewpsa.com/blog/invoicing-official-release/
- Categories: Product News, Professional Services
After a successful period in Feature labs, Invoicing is now a fully supported part of the platform and is available exclusively to Birdview PSA Team and Birdview PSA Enterprise plans.
We’re excited to announce thatBirdview’s Invoicing feature is out of beta and officially released! After a successful period in Feature labs, Invoicing is now a fully supported part of the platform and is available exclusively to Birdview PSA Team and Birdview PSA Enterprise plans. How it worksBirdview’s Invoicing feature is designed to help you manage project billing without needing to switch between platforms. Whether you’re billing based on time and materials or project milestones, you have everything you need to stay on top of your finances. Here’s what you can do with Invoicing: Create invoicesfor any project, including time logs, expenses, and flat-fee work. Add custom line itemsto tailor each invoice to your specific needs. Preview invoicesbefore sending or saving them. Print, export as PDF, or emailyour invoices—all from within Birdview. Export invoices directly to QuickBookswith our updated integration. To start using Invoicing, head to your Birdview account and navigate to the Invoicing section. If you’re not on Birdview PSA Team or Birdview PSA Enterprise plans and want access to this feature, please contact us at success@birdviewpsa. com.
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### Professional services billing: How to bill for professional services projects?
> Tired of billing delays and awkward client calls? Others are getting paid faster—why not you? Professional services billing doesn’t have to be messy.
- Published: 2025-04-03
- Modified: 2025-04-03
- URL: https://birdviewpsa.com/blog/professional-services-billing/
- Categories: Professional Services
Tired of billing delays and awkward client calls? Others are getting paid faster—why not you? Professional services billing doesn’t have to be messy.
Billing plays a major role in your business performance, client relationships, and cash flow. Accurate, timely invoices prevent disputes and support steady revenue. Automating billing with PSA tools likeBirdview PSAsimplifiestime and expense tracking, reduces errors, and speeds up payments. Whether you're using fixed-price or hourly models, the right billing setup aligns with client expectations and helps your business grow with less friction. Billing for professional services projects in 2025: Why it needs to changeBilling shouldn’t feel like a chore, but when you’re still stuck with spreadsheets and manual logs, it often is. Time tracking slips through the cracks. Expenses go missing. Invoices are delayed or filled with errors. It’s frustrating for your team and confusing for your clients. Now imagine a setup where: Time and expenses are tracked automatically Invoices are sent without delay Mistakes become rare, not routine That’s exactly what you get withBirdview PSA’s billing and invoicing tools. Whether you work on fixed-fee or time-based projects, the system does the heavy lifting—no manual data entry, no scattered records. You also get real-time updates, which means your billing stays current and accurate. No more chasing down hours or double-checking figures. Just clean, correct invoices—on time, every time. ✅ What сhanges with billing automation? Invoices go out faster No delays. No bottlenecks. Automated time trackingandproject budgetingwork in sync to keep everything moving. Fewer mistakes, fewer headaches When you remove manual steps, you cut down on errors. That means fewer disputes, more trust, and better relationships with your clients. A clear...
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### Client onboarding best practices, strategies, & mistakes: Stop losing clients today!
> Onboarding is your first chance to show real value—and when done right, it sets the tone for a strong, long-term client relationship.
- Published: 2025-04-03
- Modified: 2025-04-10
- URL: https://birdviewpsa.com/blog/client-onboarding-best-practices/
- Categories: Professional Services
Struggling with client onboarding? Discover best practices that others are already using to lock in trust early and keep clients coming back for more.
Onboarding is your first chance to show real value—and when done right, it sets the tone for a strong, long-term client relationship. Miss the mark, and you risk confusion, frustration, and churn. ✅Birdview PSAempowers professional services teams to deliver a seamless, personalized onboarding experience. From task automation to real-time collaboration, Birdview helps you stay on track, impress clients from day one, and build trust that drives long-term growth. Explore ▶️ Project management software for onboarding & implementation teams Client onboarding checklist: What are the key elements of successful client onboarding? Key Element Description Set clear expectations Let clients know what to expect during the onboarding process. Outline goals, timelines, and steps. Personalize the experience Customize the onboarding to each client’s specific needs, so they feel valued and understood. Gather information upfront Ask for important details about the client’s business and goals early on to make onboarding smoother. Welcome communication Send a friendly welcome message or email to make the client feel excited and ready to get started. Guided product walkthrough Show clients how to use your product with a simple walkthrough or demo. Regular check-ins Set up regular meetings to discuss progress, answer questions, and stay aligned with the client’s needs. Provide support channels Make it easy for clients to reach out for help through chat, email, or phone. Celebrate milestones Celebrate achievements, like completing setup or hitting goals, to motivate and engage the client. Collect feedback Ask for client feedback to improve the onboarding process and make it better...
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### Export invoices from Birdview PSA to QuickBooks
> With our latest update to QuickBooks integration, you can now export invoices created in Birdview PSA directly into QuickBooks.
- Published: 2025-04-01
- Modified: 2025-04-01
- URL: https://birdviewpsa.com/blog/export-invoices-from-birdview-psa-to-quickbooks/
- Categories: Product News
We’re excited to announce a new integration update that makes life much easier for teams using Birdview PSA for project management and QuickBooks for accounting and invoicing. With our latest update toQuickBooks integration, you can now export invoices created in Birdview PSA directly into QuickBooks—saving time, reducing manual work, and keeping your billing process smooth and accurate. Why this mattersBirdview is where your work happens. Projects, tasks, time logs, job roles, billable hours—they all live in one place. And until now, getting that information into QuickBooks meant retyping everything manually. Now? Just create your invoice in Birdview and export it to QuickBooks in a few clicks. No more switching tabs and copying data line by line. 🕒 Save hours of manual work – Stop entering the same data twice. ❌ Reduce errors – Keep everything consistent between systems. 💸 Get paid faster – Move from project work to invoice to payment without delay. 🎯 Stay focused – Let Birdview handle the details while you focus on your work. How it worksExporting invoices from Birdview to QuickBooks is quick and simple:1. Connect your QuickBooks integrationBefore you begin, make sure your Birdview account is connected to QuickBooks. You can find detailed instructions on how to set it up here. 2. Create an invoice in BirdviewBuild your invoice using project data like tasks, roles, time logs, and more. For a full guide, check out this article. 3. Export the invoice to QuickBooksOnce your invoice is saved, you'll see the"Export to QuickBooks"button in the upper-right corner...
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### Birdview makes the 2025 Capterra shortlist for Project Portfolio Management Software
> See why Birdview was named one of the top project portfolio management tools by Capterra in 2025—based on real user feedback and performance.
- Published: 2025-03-24
- Modified: 2025-03-24
- URL: https://birdviewpsa.com/blog/birdview-2025-capterra-shortlist-for-project-portfolio-management-software/
- Categories: Product News
See why Birdview was named one of the top project portfolio management tools by Capterra in 2025—based on real user feedback and performance.
When it comes to project portfolio management, we believe the right tools can make all the difference. We’re excited to share thatBirdview has been featured in the 2025 Capterra Shortlist for Project Portfolio Management Software! Let’s have a look at what this means, how the shortlist is determined, and why Birdview made the cut. What is Capterra? Capterra is one of the most trusted platforms for software reviews and comparisons, helping millions of businesses worldwide find the tools that best fit their needs. Its Shortlist report is an independent assessment of top-performing software solutions in a specific category—in this case, Project Portfolio Management (PPM). The Capterra Shortlist isn't a popularity contest or a sponsored roundup. Instead, it highlights products that have both high user ratings and a strong market presence, giving potential buyers a clear, objective overview of their best options. Ranking criteriaTo ensure fairness and objectivity, Capterra uses a mathematical approach to determine its Shortlist. It combines two key dimensions: Ratings Score: Based on the overall user rating for a product. Popularity Score: Based on search interest and web presence. These scores are mathematically combined to plot products on a grid and generate a final stack-ranked list, all without any vendor influence. The result? A reliable, >A big-picture view of your projects See how everything connects—projects, budgets, timelines, resources—all from one centralized hub. Smart decisions backed by data Our customizable dashboards and reports give you real insights into portfolio performance, so you’re not just guessing what’s working. Resource planning...
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### Top 5+ professional services billing solutions in 2025 - Automate, Track, and Grow
> Tired of chasing invoices? Discover professional services billing solutions! A way to simplify payments, save time, and keep revenue flowing.
- Published: 2025-03-24
- Modified: 2025-03-24
- URL: https://birdviewpsa.com/blog/professional-services-billing-solutions/
- Categories: Professional Services, Software Ratings
Let’s take a look at some of the best billing tools out there that can make managing your professional services a whole lot easier.
Your billing process doesn’t have to be a bottleneck—it can actually be a competitive advantage. With the right system in place,invoicing,time tracking, andproject managementcan be seamless. ▶️ That’s where theBirdview PSAcomes in. It’s an all-in-one platform that handles everything from billing to client communications to resource management. No more switching spreadsheets or worrying about missed invoices! Birdview PSAautomates the tedious stuff, cuts down on errors, and makes timely payments, giving you more time to focus on growing your business and delivering top-notch service to your clients. Sounds like a win-win, right? What is a professional services billing solution? A professional services billing solution helps businesses manage their billing process more easily. It automaticallytracks time, expenses, and creates invoicesfor clients. It also helps businesses manage cash flow better. These systems can connect withproject management tools, making it easy to track hours worked, project progress, and expenses in one place. Features to look for in a professional services billing solutionHere are some key features that can help streamline your processes, save time, and make sure accurate billing 👇. 1️⃣ Track your time accurately: Accurate time trackingis necessary for professional services billing. By keeping track of billable hours, you can make sure that no time is wasted. 2️⃣ Track your expenses: Expense trackingis just as important. With a good solution, you can easily monitor all project-related costs, including overhead and additional expenses. 3️⃣ Use project management tools: Project management toolsin your billing system help you stay on top of progress, deadlines, and key...
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### Top 30+ AI project management tools in 2025
> Start using AI-powered project management tools to stay organized and avoid chaos. The right choice saves time and effort. Check out 30+ top AI tools now!
- Published: 2025-03-20
- Modified: 2025-03-31
- URL: https://birdviewpsa.com/blog/project-management-ai-tools/
- Categories: Project Management, Software Ratings
In this article, we'll highlight top AI tools for automation, risk management, and handling complex projects.
Missed deadlines, budget overruns, and endless status updates don’t have to slow you down. AI-powered project management tools automate scheduling, task assignments, and risk detection, allowing you to focus on productive work. They dynamically adjust timelines, track budgets, and maintain team alignment without frequent check-ins. 🔷 In this article, we'll highlight top AI tools, includingBirdview PSA, for automation, risk management, and handling complex projects. Whether you’re looking for enhanced planning, real-time tracking, or seamless collaboration, there’s an AI tool out there to fit your workflow. Let's find the right one for you. What are AI project management tools? AI project management tools take over repetitive tasks, predict risks, and organize workflows. These tools:👉 Analyze data to provide insights. 👉 Track project progress in real time. 👉 Suggest actions to keep everything on schedule. 👉 Predict and flag potential delays before they become real problems. They do more than automate tasks—they think ahead. Managers and teams rely on AI to sort priorities, assign tasks, and adjust schedules in real time. Instead of wasting hours on manual updates, they focus on high-value work. 💡 AI-powered insightsalso improve decision-making by showing what’s working and what’s not. How is AI used in project management (PM)? AI project management software handles repetitive work, predicts problems, and keeps projects moving. Here’s what AI takes care of:▶️ Task assignments:AI matches tasks with the right people based on skills, availability, and deadlines. No more manual switching. ▶️ Project scheduling: AI adjusts timelines automatically when priorities shift or delays...
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### Best resource management software made in Canada (2025)
> Top Canadian resource management solutions: 1. Birdview PSA - project and resource management for professional services; 2. Replicon; 3. 7shifts; 4. SkyHive; 5. Folks HR.
- Published: 2025-03-17
- Modified: 2025-03-17
- URL: https://birdviewpsa.com/blog/best-resource-management-software-canada/
- Categories: Resource Management, Software Ratings
Explore top Canadian-made resource management software designed to help businesses manage their resources more efficiently.
Keeping your resources organized and productive isn’t always easy. Between scheduling conflicts, tracking hours, and ensuring the right people are assigned to the right tasks, it can quickly become overwhelming. If you’re looking for a solution that helps you streamline operations and optimize team performance, you don’t need to look far. In this guide, we’ll explore top Canadian-made resource management software designed to help businesses manage their resources more efficiently. Top 5 resource management tools made in Canada Birdview PSA Replicon 7shifts SkyHive Folks HR 1. Birdview PSA(Toronto, Ontario)Birdview PSA is an end-to-end project and resource management software for professional services designed to help businesses manage resources, projects, and financials seamlessly. It is built to address challenges such as resource overload, inefficient project tracking, and a lack of visibility into team availability. With intelligent resource planning and reporting capabilities, Birdview PSA empowers organizations to make >Resource capacity planning– Helps managers understand workload distribution and availability, reducing burnout and optimizing team efficiency. AI-powered resource planning– Ensures that the right people are assigned to the right tasks, preventing overallocation and improving team productivity. Project management with customizable workflows– Allows teams to tailor workflows to their specific needs, improving collaboration and task tracking. Business intelligence reports and dashboards– Provides real-time insights into project performance and resource utilization, helping leaders make informed decisions. Invoicing and time tracking– Simplifies billing and ensures accurate time logs, reducing administrative overhead and improving financial tracking. Team collaboration tools– Enhances communication and coordination among team members, ensuring smooth project...
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### Best Professional Services Automation software made in Canada 2025
> Top Canadian PSA tools: 1. Birdview PSA - end-to-end professional services automation software; 2. Replicon; 3.OneDesk; 4. Clio; 5. Promys; 6. Cerri Project
- Published: 2025-03-12
- Modified: 2025-03-12
- URL: https://birdviewpsa.com/blog/best-professional-services-automation-software-canada/
- Categories: Professional Services, Software Ratings
We’ll walk you through the top Canadian PSA tools and help you decide which one is the best fit for your business.
Running a professional services business is no small feat—you have to juggle project management, resource allocation, budgeting, invoicing, and client expectations all at once. Without the right tools, it’s easy to get overwhelmed by spreadsheets, missed deadlines, and administrative bottlenecks. Canada is home to some of the most reliable and feature-rich PSA solutions on the market. In this guide, we’ll walk you through the top Canadian PSA tools and help you decide which one is the best fit for your business. Top 6 PSA tools made in Canada Birdview PSA Replicon OneDesk Clio Promys Cerri Project 1. Birdview PSA (Toronto, Ontario) Birdview PSAis designed to help professional services teams improve visibility and control over projects, resources, and financials. Created by Logic Software Inc. and headquartered in Toronto, Ontario, Birdview offers an intuitive, all-in-one platform that enables organizations to optimize planning and execution. It is beneficial for the professional services industry because it provides an end-to-end solution that covers every stage of the service delivery cycle—from sales and project initiation to invoicing. This ensures seamless project execution, efficient resource allocation, and accurate financial tracking. With built-in invoicing capabilities, businesses can manage billing and financial operations directly within the platform, eliminating the need for third-party tools. Key Features: Project and resource management – Helps teams allocate resources effectively, avoid overallocation, and keep projects on track. Time tracking and expense management – Provides accurate time logs and expense tracking to ensure proper billing and cost control. Built-in invoicing for streamlined billing – Simplifies...
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### 6 best Project Management Software made in Canada (2025)
> Top Canadian project management software: Birdview PSA - project management and PSA software, Function Point, AceProject, Traqspera, CMiC, Nutcache
- Published: 2025-03-06
- Modified: 2025-03-12
- URL: https://birdviewpsa.com/blog/best-project-management-software-canada/
- Categories: Project Management, Software Ratings
Let’s look at the best project management software in Canada 2025, and maybe the right choice will be found for itself.
Canadian project management software isn’t just for Canadian businesses; it’s built to handle complex projects and international operations with ease. Whether you're managing resources, tracking budgets, or keeping remote teams aligned, the right tool makes all the difference. But how do you pick the best one? Let’s look at the best project management software in Canada 2025, and maybe the right choice will be found for itself. Best project management software made in Canada Birdview PSA Function Point AceProject Traqspera CMiC Nutcache 1. Birdview PSA - Best Canadian end-to-end project management and PSA software Birdview PSA is a project management tool developed by the Canadian company Logic Software Inc, headquartered in Toronto, Ontario. It is a comprehensive project management platform designed to optimize workflows, resource allocation, and team collaboration. The platform provides tools for project tracking, budgeting, and financial management, enhancing business efficiency and profitability. Key Features: Project and portfolio management– Provides a centralized platform to plan, track, and manage multiple projects efficiently. Resource planning and scheduling– Helps allocate resources effectively to avoid overloads and ensure balanced workloads. Time tracking and expense management– Enables accurate logging of billable hours and expenses for better cost control. Customizable BI reports and dashboards– Offers insights into project performance with real-time analytics and customizable visual reports. Workflow automation and forecasting– Streamlines processes with automation and helps predict project outcomes based on historical data. Enterprise-grade security and compliance– Ensures data protection and compliance with industry standards like SOC 2 and GDPR. Trial:A free 14-day trial is...
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### Timesheet automation professional services: 2025 solution
> Professional service firms spend too much time stuck in manual tracking—hours lost to errors, delays, and inefficiencies. Timesheet automation changes that. Automate now and focus on real work.
- Published: 2025-02-28
- Modified: 2025-02-28
- URL: https://birdviewpsa.com/blog/timesheet-automation-professional-services/
- Categories: Professional Services
Professional service firms spend too much time stuck in manual tracking—hours lost to errors, delays, and inefficiencies. Timesheet automation changes that. Automate now and focus on real work.
Time tracking in professional services can be a challenge—balancing clients, projects, and billing all at once. But it doesn’t have to be. With▶️Birdview PSA, you can automate time tracking, billing, andcompliance, making your workday smoother. Whether you’re in consulting, law, accounting, or IT, Birdview PSA handles it all—from accurate time loggingto generating invoices. The best part? You’ll save time, reduce errors, and keep your clients happy. Ready to streamline your processes and grow your business? Let’s get started! Automated timesheets vs. manual time sheet management Manual Timesheet Management Automated Timesheet Management Manual entries take up time and can lead to mistakes, wasting billable hours. Automated timesheets save time and reduce errors by tracking time automatically. Mistakes in billing can upset clients and damage relationships. Automation makes sure accurate billing, leading to happier clients. It's hard to see project progress or profit in real-time, making decisions slower. Automated systems give real-time updates on projects, helping you make quick decisions. Billing delays can cause cash flow problems for the business. Automation speeds up billing, helping maintain steady cash flow. Manual work eats up time, reducing productivity for the whole team. Automation cuts down on manual work, freeing up time for important tasks. Manual tracking increases the risk of missing deadlines or breaking rules. Automated timesheets help certify compliance and meet deadlines. Time spent on manual work isn't billable, which cuts into revenue. Automation tracks billable hours, making sure you earn for all the time worked. Missed hours or wrong entries lead to...
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### Workforce capacity planning for SMBs: 7-step process
> Workforce capacity planning for SMBs doesn’t have to be chaotic. Tackle workload gaps and avoid last-minute hiring struggles with this 7-step process.
- Published: 2025-02-28
- Modified: 2025-02-28
- URL: https://birdviewpsa.com/blog/workforce-capacity-planning/
- Categories: Professional Services, Resource Management
Workforce capacity planning for SMBs doesn’t have to be chaotic. Tackle workload gaps and avoid last-minute hiring struggles with this 7-step process.
Balancing staffing levels with changing business demands can be a real headache for mid-sized businesses. Overstaffing wastes resources, while understaffing leads to burnout and missed opportunities. The solution? Workforce capacity planning. By aligning your team with demand, you can uplift productivity and cut costs. ▶️ Birdview PSAtakes it further. It helps you predict staffing needs, spot potential issues, and make sure your team is always in sync with the business flow. With Birdview’s enhanced resource planning center, you're not just managing—you're staying ahead, keeping things seamless and on track for growth! What is workforce capacity planning? Workforce capacity planning is the process of making sure that an organization has the right number of employees with the appropriate skills at the right time to meet its business needs. It involves aligning staffing levels with current and future demands to avoid overstaffing or understaffing. 🎯 Key goals👉Balancing staffing levels: Withcapacity planning in workforce management, you can keep your staffing levels just right—enough to meet demand, but not so many that you’re wasting resources. 👉Improving Productivity:By aligning the right people with the right tasks, you’ll make sure that everyone is working at their best, improving productivity. 👉Cutting costs: The right planning helps avoid overstaffing, saving on unnecessary costs, and prevents the issues of understaffing, like burnout or missing business opportunities. Workforce capacity plan key components 1️⃣ Forecasting workforce needsPredicting your workforce needs is necessary for keeping your business running smoothly. It’s not just about knowing what you need today but also planning ahead for...
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### 10 Best Billing Software for Consultants in 2025
> Top Tools for Consultant Invoicing and Billing 1. Birdview PSA – End-to-end PSA Software 2. FreshBooks 3. QuickBooks Online 4. Xero 5. Zoho Invoice 6. Bonsai 7. Harvest 8. Wave 9. Bill.com 10. Paymo
- Published: 2025-02-24
- Modified: 2025-04-17
- URL: https://birdviewpsa.com/blog/best-invoicing-software/
- Categories: Professional Services, Software Ratings
We’ll walk you through the key features to look for and explore some of the best invoicing software for professional services.
Accurate billing is critical for consultants. Whether you work independently or run a growing consulting firm, your billing software should make it easy to track time, invoice clients, and manage project costs without the headache. The right tool helps you get paid faster, stay compliant, and keep your clients happy. Consultants who aim to work smarter and deliver consistently high-quality service often struggle with time-consuming billing tasks and scattered financial processes. Manual invoicing, tracking hours, and managing payments across multiple systems can lead to delays, errors, and lost revenue. The good news? Specialized billing and invoicing software for professional services can automate these processes, reduce administrative workload, and improve accuracy. In this article, we’ll explore nine top billing solutions tailored to consultants—so you can simplify invoicing, get paid faster, and stay focused on serving your clients. In this article, we’ll look at 10 of the best billing software solutions for consultants in 2025—including Birdview PSA, a powerful platform designed specifically for professional services teams. Best professional services billing solutions – Top picks for 2025 Top Tools for Consultant Invoicing and Billing 1. Birdview PSA – End-to-end PSA Software 2. FreshBooks 3. QuickBooks Online 4. Xero 5. Zoho Invoice 6. Bonsai 7. Harvest 8. Wave 9. Bill. com 10. Paymo What Service Businesses Need Billing Software? Service-based businesses that bill clients for time, projects, or recurring services—such as Business consulting, Software development, Engineering, and IT providers—rely on billing software to streamline invoicing, track billable hours, and ensure timely payments. The right tool helps...
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### IT capacity management & planning: Improve IT performance
> IT capacity management & planning sets the stage for reliable systems. Tired of unexpected slowdowns? Find practical fixes that restore stability.
- Published: 2025-02-21
- Modified: 2025-02-21
- URL: https://birdviewpsa.com/blog/it-capacity-management/
- Categories: Professional Services, Resource Management
Managing IT capacity doesn’t have to be a headache. With the right tools, you can predict demand, optimize resources, and prevent costly slowdowns before they happen.
Managing IT capacity doesn’t have to be a headache. With the right tools, you can predict demand, optimize resources, and prevent costly slowdowns before they happen. ▶️ Birdview PSAhelps you stay ahead of the game by offering real-time insights,automated forecasts, and AI-powered recommendations. Say goodbye to scrambling last minute and hello to proactive IT management. Ready to make your IT systems run like a well-oiled machine? Let’s get started! What is the IT capacity management plan? An IT capacity management plan helps an organization assure its IT resources match the needs of its operations. The plan focuses on predicting future demand and optimizing current resources. The goal is to prevent overuse or underuse of IT systems, maintaining a balance between available resources and system performance. ✅Capacity managementis at the heart of this process. It’s about understanding how your resources—like servers, storage, and networks—are being used and predicting when demand will increase. By staying ahead of potential problems, like slowdowns or crashes, IT teams can act early to prevent issues before they affect performance. Rather than waiting for something to break, capacity management helps keep systems in top shape all the time. If you’re interested incapacity forecasting, check out our guide to predicting future resource needs. ▶️ Capacity forecasting: how do you forecast your team’s capacity? ✅ Then, there’scapacity planning, which takes it a step further. It’s about looking at the past and forecasting what your IT needs will be in the future. By analyzing trends and growth,capacity planninghelps you spot...
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### Top software solutions made in Canada (2025)
> Top software solutions in Canada: Birdview PSA – Project Management Software; FreshBooks – Accounting software; Shopify – E-commerce platform; Vendasta – CRM software; Dayforce – HR software.
- Published: 2025-02-20
- Modified: 2025-03-17
- URL: https://birdviewpsa.com/blog/top-software-companies-in-canada/
- Categories: Professional Services, Project Management, Software Ratings
If you’re looking for the best software solutions from Canada, here’s a list of top companies to consider.
Canada has long been a hub for innovation, with its tech industry flourishing across various sectors. From project management and fintech to e-commerce and HR solutions, Canadian software companies are leading the way in creating tools that help businesses operate more efficiently. If you’re looking for the best software solutions from Canada in 2025, here’s a list of top companies to consider. Top software solutions made in Canada Birdview PSA – Project Management Software FreshBooks– Accounting software Shopify– E-commerce platform Vendasta– CRM software Dayforce – HR software Project management softwareProject management and productivity tools help businesses streamline their workflows, improve collaboration, and ensure projects stay on track. Whether managing resources, automating workflows, or enhancing communication, these Canadian companies provide essential solutions. Birdview PSA – project management software for internal and professional services teamsLogic Software Inc. , a Canadian software development company, created Birdview PSA, which offers an all-in-one solution designed to help professional services firms streamline project management. With advanced resource planning, billing and invoicing, time tracking, and customizable dashboards, Birdview ensures teams have everything they need to optimize performance and profitability. Why Canadian businesses choose Birdview PSA Data hosted in Canada: Your data stays secure with Canadian-based hosting, ensuring compliance with local regulations and giving businesses peace of mind regarding data sovereignty. Implementation and support in Canada: With Birdview PSA, you get local expertise and dedicated support to ensure a smooth implementation and ongoing success for your business. Seamless integration: Birdview PSA allows connecting your favorite Canadian and...
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### Capacity utilization: Formula, types, & tools
> Are you struggling to meet demands or wasting resources? Capacity Utilization is the solution. Learn how to calculate, identify types, and use the right tools to maximize output. Don't miss opportunities!
- Published: 2025-02-18
- Modified: 2025-04-04
- URL: https://birdviewpsa.com/blog/capacity-utilization/
- Categories: Professional Services, Resource Management
Learn how to calculate, identify types, and use the right tools to maximize output.
Capacity utilization measures how much of a company's potential output is actually being used. Knowing this rate helps businesses understand how well they use their resources and meet demand. Without it, you risk wasting resources and missing opportunities for increased output. Using tools likeBirdview PSA can really help here. It automatically calculates capacity for you. No more manual tracking! It saves time and gives you real-time insights that you can’t get from old methods. What is capacity utilization? Capacity utilizationmeasures how much of a company's potential production capacity is being used. It compares the actual output with the maximum possible output if all resources were fully engaged. For professional services firms, capacity utilization metric tracks how well employees' time is spent on client projects. A low utilization rate might suggest that talent is underused, while a high rate could mean staff are stretched too thin. In physical product-producing companies, capacity utilization highlights how well equipment, labor, and materials are used to meet production targets. If the rate is low, it may signal missed opportunities or an underestimation of demand, while a higher rate could point to strong production but risks of overloading. Explore ▶️ Resource underutilization: Causes and solutions explained Capacity utilization formula To calculate capacity utilization, follow this simple formula👇: Capacity Utilization = (Actual Output / Potential Output ) x 100 Where: Actual Output: The quantity of goods or services produced during a specific period. Potential Output: The maximum quantity of goods or services that could be produced with...
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### 30-60-90 day plan for new managers in professional services
> Here’s a practical leadership 30-60-90 day plan for new managers to help you transition smoothly, gain quick wins, and align your team with strategic goals.
- Published: 2025-02-17
- Modified: 2025-02-18
- URL: https://birdviewpsa.com/blog/30-60-90-day-plan-for-new-managers-in-professional-services/
- Categories: Professional Services
Here’s a practical leadership 30-60-90 day plan for new managers to help you transition smoothly, gain quick wins, and align your team with strategic goals.
Stepping into a leadership role in a professional services firm comes with excitement and challenges. You want to make a strong first impression, earn your team's trust, and create a real impact—but where do you start? The first 90 days are crucial for setting the stage for long-term success. Here’s a practical leadership 30-60-90 day plan for new managers to help you transition smoothly, gain quick wins, and align your team with strategic goals. Phase 1: First 30 days – learning and listeningIn your first month, focus on understanding the business, your team, and key priorities. Before making major changes, take the time to observe and gather insights. Key Actions: Meet with your team and stakeholders Have one-on-one conversations with your team members, peers, and senior leadership to learn about current workflows, goals, and pain points. Assess key clients and projects Identify top clients and ongoing projects, noting any risks or opportunities that require immediate attention. Review key performance metrics Dive into data on utilization, project timelines, and profitability to spot trends and areas that need improvement. Read more:https://birdviewpsa. com/blog/kpis-for-service-firms-in-2023/ Outcome: A clear understanding of strengths and gaps:Summarize your observations into a brief report that highlights team dynamics, client relationships, and quick improvement opportunities. Phase 2: Days 31-60 – achieving quick winsNow that you have a strong understanding of the business, it’s time to take action. The goal here is to address immediate concerns, show early progress, and boost team confidence. Key Actions: Fix immediate bottlenecks Improve inefficiencies in communication, time...
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### Onboarding vs. implementation: why both matter?
> Companies that excel at both onboarding and implementation ensure long-term client satisfaction. But how do they differ, and why are both essential?
- Published: 2025-02-12
- Modified: 2025-04-10
- URL: https://birdviewpsa.com/blog/onboarding-vs-implementation-why-both-matter/
- Categories: Professional Services, Project Management
Companies that excel at both onboarding and implementation ensure long-term client satisfaction. But how do they differ, and why are both essential?
In professional services,onboardingandimplementationare often used interchangeably, but they aretwo distinct processeswith unique objectives. While both are important for clients, they require different strategies and tools. Companies that excel at both onboarding and implementation ensure long-term client satisfaction. But how do they differ, and why are both essential? Let’s break it down. What is customer onboarding? Customer onboarding is the process of building a strong relationship with new clients while guiding them through the setup and adoption of your product. It ensures they can become fully independent users by providing them with the necessary tools, knowledge, and support. After the initial implementation, onboarding continues withcustomer education and engagement, ensuring that the client’s team understands how to use the solution effectively, recognizes its value, and successfully integrates it into their daily workflows. Key characteristics of onboarding: Focuses on training, guidance, and user adoption. May continue beyond initial implementation for full adoption. Ensures clients achieve measurable success with the product. Example of onboarding in action:Using theProject Management Softwareexample, onboarding includes: Training sessions for managers and employees. Customized tutorials or interactive guides. Regular check-ins to ensure clients use key features effectively. 💡 Even withperfect implementation, without proper onboarding, clients may not fully adopt or utilize the product, reducing long-term success. What is implementation? Implementation is thetechnical setup and executionof a product or service for a client. This process focuses on configuring the solution according to client needs, integrating it into their systems, and ensuring that it functions correctly. Key characteristics of implementation: Technical...
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### Profit margins in time-and-material vs fixed-fee contracts
> Discover how you can take control of your profit margins and turn those challenges into opportunities if you have the right tools and choose the right approach.
- Published: 2025-01-29
- Modified: 2025-01-29
- URL: https://birdviewpsa.com/blog/profit-margins-in-time-and-material-vs-fixed-fee-contracts/
- Categories: Professional Services
Discover how you can take control of your profit margins and turn those challenges into opportunities if you have the right tools and choose the right approach.
Profit margins are the backbone of your business that keeps everything running smoothly and ensures your hard work pays off. But let’s be honest—managing those margins, whether you’re tackling fixed-fee projects with tight constraints or navigating the flexibility of time-and-materials (T&M) contracts, isn’t always easy. The good news is that you can take control of your profit margins and turn those challenges into opportunities if you have the right tools and choose the right approach. What is a time-and-material contract? Atime-and-material (T&M) contractis a flexible agreement where you charge your client based on the actual time and resources spent on a project. Essentially, the client pays for the hours worked and the materials used to complete the job. This type of contract works best for projects where the scope, timeline, or requirements might evolve as the work progresses. Think of it as a “pay-as-you-go” plan. If the project takes longer or requires more resources, the client covers the additional costs. This plan is great for projects with many unknowns or when the client needs room to adjust their requirements along the way. T&M contracts reduce risk for your business by ensuring you're paid for everything you do. However, they require careful tracking of hours and expenses to provide transparency and prevent budget surprises for your client. The time-and-materials advantage: flexibility with accountabilityTime-and-material (T&M) projects are a breath of fresh air—you get paid for the actual time and resources spent, which means less financial risk for your organization. But here's the...
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### Capacity requirement planning (CRP): Process, tools, & types
> Capacity requirement planning (CRP) helps allocate resources accurately. Discover its process, tools, and types to streamline your operations.
- Published: 2025-01-27
- Modified: 2025-01-27
- URL: https://birdviewpsa.com/blog/capacity-requirement-planning/
- Categories: Professional Services, Resource Management
Capacity requirement planning (CRP) helps allocate resources accurately. Discover its process, tools, and types to streamline your operations.
Smart capacity requirements planning (CRP) helps your business stay on track by matching resources with demand, avoiding delays, and controlling costs. By predicting future demand and making sure the right resources are available, CRP prevents bottlenecks and keeps operations smooth. In this article, you’ll learn how to implement CRP, whether manually or by using tools likeBirdview PSA. Whether you’re inIT,engineering, ormanufacturing, these strategies will help you manage resources proactively, meet deadlines, and keep clients satisfied—all while reducing unnecessary costs. What is capacity requirement planning (CRP)? Capacity requirements planning (CRP) is the process of making sure your business can meet its production goals. It involves comparing your planned production schedules with your actual capacity to identify any gaps or surpluses. With CRP, you can:👉Forecast demandto understand future needs👉Allocate resourcesproactively to meet those needs👉Align productionwith customer requirementsThis process helps you avoid overproduction orresource underutilization, keeping everything in balance. It makes sure you're prepared for growth without wasting valuable resources. Tools and software for CRP: features and benefits Tool/Software Description Key Features Benefits for CRP Capacity planning tools These tools focus on managing capacity using real-time data and predictive insights to simplify decision-making. - Real-time capacity tracking - Scenario modeling - Integration with production systems - Helps make quick decisions when needs change - Keeps operations running smoothly - Spots bottlenecks early to avoid delays Scheduling software Built to organize production schedules, these tools align timelines with resources and demand. -Gantt chartsfor visual planning - Automated scheduling -Resource allocation tracking - Keeps production...
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### Birdview PSA is recognized as a Top Professional Services Automation Software of 2025 by Software Advice
> Birdview PSA was particularly highlighted for its excellence in customer service, earning the highest rating in this category among the most popular PSA applications.
- Published: 2025-01-24
- Modified: 2025-01-24
- URL: https://birdviewpsa.com/blog/birdview-psa-is-recognized-as-a-top-professional-services-automation-software-of-2025-by-software-advice/
- Categories: Product News, Professional Services
Birdview PSA was particularly highlighted for its excellence in customer service, earning the highest rating in this category among the most popular PSA applications.
We’re thrilled to announce that Birdview PSA has been ranked as one of theBest Professional Services Automation (PSA) Software solutions of 2025 bySoftware Advice! Birdview PSA was particularly highlighted for its excellence incustomer service, earning the highest rating in this category among the most popular PSA applications. What is Software Advice? Software Advice is a platform that helps businesses identify software solutions that fit their needs. It draws insights from thousands of verified user reviews and direct conversations with buyers, making its rankings both reliable and user-focused. Their annual lists are designed to guide businesses toward tools that meet industry-specific challenges, offering a clear perspective in an often-crowded software marketplace. Ranking criteriaThe ranking process for Software Advice is thorough and >245 products evaluated: A broad spectrum of PSA tools was reviewed to ensure a comprehensive analysis. 5,086 verified reviews analyzed: Real user feedback provided valuable insights into usability, functionality, customer support, and value. 830 conversations with buyers: Direct buyer input revealed key needs and expectations for PSA tools. Independent research: Rankings were based on objective data, without considering vendor affiliations or client status. This methodology ensures the rankings reflect software that genuinely addresses the needs of professional services organizations. Why Birdview? Birdview PSA stood out in the rankings due to its exceptionalcustomer serviceand robust feature set. Here’s what makes Birdview the go-to PSA software for businesses: Ease of use: Its project management features and time-tracking capabilities are designed to streamline workflows. Resource allocation: Tools to help larger teams manage assignments...
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### Capacity management: Planning, process, & solutions
> Want to improve your capacity management? Learn about the planning process and solutions to help your business meet client demands and future challenges.
- Published: 2025-01-22
- Modified: 2025-01-22
- URL: https://birdviewpsa.com/blog/capacity-management/
- Categories: Professional Services, Resource Management
Want to improve your capacity management? Learn about the planning process and solutions to help your business meet client demands and future challenges.
Capacity management can feel like a never-ending challenge—balancing resources, projects, and client demands. But it doesn’t have to be! With the right tools, you can streamline resource planning, forecast needs, and keep track of progress effortlessly. Birdview PSAoffers an all-in-one platform to manage everything from strategic planning to project execution. The best part? You'll save time, stay on top of capacity needs, and improve productivity, all without the headache. What is capacity management? Capacity management makes sure that your organization always has the right resources to meet customer demands. Whether you're managingproduction orIT, you need to assess resources, use data to make decisions, and align processes with demand. Without solid capacity management, you risk overloading resources or leaving them underused. Here are some terms you should be familiar with when managing capacity:👉Component: A part of your capacity, like labor, equipment, or tech. 👉Capacity: Your system's potential output or tasks completed in a set time. 👉Capacity Plan: A document outlining resources and strategies for future demand. 👉Capacity Report: A snapshot of current capacity usage and performance. 👉Capacity Management Information System (CMIS): A tool for tracking and analyzing capacity data. 👉Performance: A measure of how well resources are being used. 👉Capacity Managers: The professionals ensuring resources are optimally used. Types of capacity management Type of Capacity Management Description Business Capacity Management Focuses on ensuring that a company has the right resources to meet its long-term goals and demands. Service Capacity Management Deals with managing the ability of services to meet user demands...
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### What is utilization rate? How to track & calculate
> What is utilization rate? Discover how to track and calculate it to improve your team's productivity and project profitability without overloading resources.
- Published: 2025-01-19
- Modified: 2025-02-20
- URL: https://birdviewpsa.com/blog/utilization-rate/
- Categories: Professional Services, Resource Management
Discover how to track and calculate it to improve your team's productivity and project profitability without overloading resources.
Utilization rate reveals how much of your team’s available time is spent on productive, billable work. Whether you’re running a growing team or scaling operations, tracking and improving utilization isn’t optional—it’s foundational. We’re here to walk you through calculating it manually and automating the process with PSA tools likeBirdview. By the end, you’ll have actionable steps to heighten productivity, balance workloads, and drive better results for your business. What is the utilization rate? Utilization rate measures the percentage of an employee's available working hours spent on billable tasks. To understand this better, consider key concepts like billable hours, capacity, and productivity. 👉Billable hoursrepresent the time you spend working directly for clients, generating revenue. 👉Capacityis simply how many hours you have available to work. 👉Productivitytracks what you accomplish during those hours. Together, these concepts help you zero in on what truly drives results for you and your clients. When you consider all three together, you can pinpoint what drives results. What is the utilization rate at a professional service firm? The utilization rate at aprofessional service firm is a key performance metric that quantifies the proportion of a team member's available working hours that are allocated to billable tasks. To calculate it, just divide the total billable hours by the total available hours. Utilization Rate = (Total Billable Hours / Total Available Hours) × 100 Explanation: Total Billable Hours: The number of hours an employee spends on client work that can be billed. Total Available Hours: The total working...
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### How to approach IT resource management: Practical step-by-step guide
> How to approach IT resource management with a practical guide to reduce chaos, boost productivity, and turn your team into a powerhouse.
- Published: 2025-01-14
- Modified: 2025-03-24
- URL: https://birdviewpsa.com/blog/it-resource-management/
- Categories: Professional Services, Resource Management
How to approach IT resource management with a practical guide to reduce chaos, boost productivity, and turn your team into a powerhouse.
IT resource management goes beyond just tracking tools and tech—it’s about aligning your team and resources with your goals for smooth, unstoppable progress. Start by understanding your needs, picking solutions that grow with you, and building a flexible strategy. ▶️Birdview PSAtakes it up a notch. It doesn’t just help you manage; it predicts what's coming next, identifies bottlenecks early, and makes sure the right resources are in place. With Birdview, you're not just keeping pace; you're staying one step ahead, setting up your team for seamless growth and lasting success! What is resource management in IT? IT resource management involves planning, allocating, and overseeing an organization’s technology resources, includinghardware,software,data, andpersonnel, to meet business needs and maintain smooth operations. 👉 It focuses on optimizing the use of these resources to support business goals, minimize waste, and reduce risks related to downtime, security, and compliance. What are the practical steps to implementing IT resource management? Let’s explore the following steps to help you choose, manage, and optimize your IT resources to meet your company’s current and future resource needs. ✅ Choosing the right IT resources for your businessStart by understanding your business's current and future needs. Choosehardware andresource management softwarethat can grow with you. 👉 Look for solutions that are secure, scalable, and easy to use. It’s also necessary to select tools that integrate smoothly with your existing systems for seamless operation. You’ll also need to decide whether to build anin-house IT team oroutsource. In-house offers control, but outsourcing brings expertise without...
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### What are project management consultant tasks and how to schedule them?
> What are project management consultant tasks? Solve scheduling chaos and take control with a clear approach that drives project success.
- Published: 2025-01-02
- Modified: 2025-03-24
- URL: https://birdviewpsa.com/blog/project-management-consultant-tasks/
- Categories: Professional Services, Project Management
What are project management consultant tasks? Solve scheduling chaos and take control with a clear approach that drives project success.
Aproject management consultanthandles tasks like managing resources, aligning stakeholders, and making sure the project stays on track. The easy way to schedule these tasks is by using software solutions likeBirdview PSA. Using this software, consultants canautomatically schedule tasks, allocate resources, and manage timelines, and even take full control with project plan templates formanual scheduling. 🔍 What is a project management consultant (PMC)? PMC’s are skilled at addressing the very challenges you might be facing project delay, poor resource allocation, and unclear goals They help by bringing the right expertise to guide your teams, make sure alignment, and get projects back on track. Aproject management consultantis your solution when you need to improve project outcomes. If you're in a mid-sized company, they step in to fill the gaps where your internal teams might lack the skills or capacity to handle complex projects. What sets consultants apart is their fresh perspective. Unlike in-house project managers, they can quickly spot inefficiencies and offer actionable solutions customized to your needs. Their focus is on managing risks while making sure that your projects align with your company’s larger objectives. Checklist ▶️ Assess if your business needs a project management consultant Indicator Yes No Persistent project failures or delays ✅ ❎ Lack of in-house expertise for large or technical projects ✅ ❎ Struggling with resource allocation or team communication ✅ ❎ Inability to meet deadlines or stick to budgets ✅ ❎ Unclear project goals or objectives ✅ ❎ How to use this checklistReview each item and...
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### How to build a resource management plan?
> Are you frustrated with messy project resources? Build a clear resource management plan today and experience smooth execution.
- Published: 2025-01-02
- Modified: 2025-02-17
- URL: https://birdviewpsa.com/blog/resource-management-plan/
- Categories: Professional Services, Resource Management
Are you frustrated with messy project resources? Build a clear resource management plan today and experience smooth execution.
Proactiveresource management planning keeps your project on track, within budget, and hitting targets. In this article, you’ll learn how to build a resource management plan (both, manually & with software) that gets the most out of your team, materials, and tools. Whether you’re in IT, consulting, or engineering, these strategies will help you tackle resource challenges and keep projects moving forward. What are resources in project management? In project management, resources refer to all the assets required to complete a project successfully. This includes 👇: People (team members or contractors) Equipment Tools Materials Budget Facilities Resources are necessary in achieving project objectives and influence the project's timeline and costs. What is a resource management plan? Aresource management plan focuses on planning, allocating, and overseeing all resources—people, equipment, materials, time,andbudget—so you can keep everything running smoothly throughout the project. The plan shows you exactly how to acquire the resources, assign them to the right tasks, and track their usage to prevent any wastage or shortages. Try Birdview PSAIt helps you make sure your project needs match what’s available and that each team member is placed where their skills will be put to best use. By setting clear guidelines for procurement and distribution, you’ll avoid delays and cost overruns. Why create a resource management plan? Here are the reasons why you shouldcreate a resource management plan:1️⃣Clearly define roles and responsibilities so everyone understands their tasks from the start. 2️⃣ Toavoid confusion, allocate resources—team members, equipment, and budgets—proactively. 3️⃣Identify resource shortages or...
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### Professional services trends in 2025: What you need to know
> Professional services trends in 2025 are reshaping how businesses grow. Struggling to stay ahead? Discover the changes and stay on top of the competition.
- Published: 2024-12-23
- Modified: 2024-12-23
- URL: https://birdviewpsa.com/blog/professional-services-trends/
- Categories: Professional Services
Professional services trends in 2025 are reshaping how businesses grow. Struggling to stay ahead? Discover the changes and stay on top of the competition.
As we move from2024to2025, theprofessional services industrywill experience major changes. Technological advancements,evolving client needs, andnew workforce trendsare set to reshape the sector. To stay ahead, you must act fast. Embrace these shifts or risk being left behind. Adapt by understanding the emerging trends and taking immediate action to adjust your strategies. Stay agile, focus on client needs, and invest in innovation. 2025is almost here—make sure you're ready to lead the way! Trend #1 - The rise of AI and automation AIandautomationare no longer optional for professional services firms—they’re a must. If you haven’t started integrating these technologies into your business yet, you’re alreadybehind. AI is reshaping every part of how services are delivered. It's not just about automating routine tasks anymore; AI is improving decision-making, boosting productivity, and cutting down on human error. If you're still on the sidelines, it’s time to act. AI adoption isn’t a passing trend—it’s a necessity. The numbers don’t lie: companies that have already adopted AI saw a37% increase in productivity. As AI continues to evolve, this growth will only get faster. By2025, firms that haven’t embraced AI will fall behind their more tech-savvy competitors. According toMcKinsey, AI could add$13 trillionto the global economy by2030. The future of professional services depends on AI integration. Now is the time to jump in. AI adoption: The new professional services industry standardOver80%of businesses are already using AI in some capacity. AI tools process massive amounts of data more quickly and accurately than any human can. These tools do...
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### Best apps for consultants: simplify, save time, and increase revenue
> Tired of managing tasks manually? Explore the best apps for consultants to simplify workflows, save hours daily, and grow revenue.
- Published: 2024-12-22
- Modified: 2025-03-10
- URL: https://birdviewpsa.com/blog/best-apps-for-consultants/
- Categories: Professional Services, Software Ratings
Tired of managing tasks manually? Explore the best apps for consultants to simplify workflows, save hours daily, and grow revenue.
Consulting can be overwhelming—balancing clients, projects, and finances all at once. But it doesn’t have to be. With the right apps, you can automate project management, time tracking, and financial tasks so you can focus on what matters ▶️ “delivering results. ”Birdview PSAoffers an all-in-one solution to manage everything from planning to billing. The best part? You’ll save time, stay organized, and grow your business without the hassle. Ready to make your workday a little easier? Let’s get started! Why choosing the right apps matters? Technology is transforming the wayconsulting firmsmanage their workflows. The right apps can streamline operations, automate repetitive tasks, and reduce errors, giving your firm a competitive advantage. By eliminating manual processes, you can scale your business without increasing overhead. With the right tools, you’ll enhance collaboration, track resources in real time, and provide clients with faster, more accurate updates. Apps alsosimplify data analysis, empowering you to make informed decisions. This helps you meet client demands swiftly, improve service quality, and drive client satisfaction. Shifting from traditional methods to modern software-driven approaches can dramatically improve your firm's operations. Let’s take a closer look at how these two approaches compare across key business aspects. Traditional approaches vs. modern software-driven methods Aspect Traditional Approach Modern Software-Driven Approach Efficiency Manual processes and paperwork cause delays and mistakes. Automation speeds up tasks and cuts errors. Scalability Growth requires more staff and resources. Software adapts to your needs, supporting growth without extra costs. Client communication Email and meetings slow down feedback. Real-time...
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### Introducing Invoicing for Birdview
> We’re excited to announce the release of Invoicing in Birdview aimed at streamlining your project billing process directly within the platform.
- Published: 2024-12-17
- Modified: 2025-01-14
- URL: https://birdviewpsa.com/blog/introducing-invoicing-for-birdview/
- Categories: Product News
We’re excited to announce the release of Invoicing in Birdview aimed at streamlining your project billing process directly within the platform.
We’re excited to announce the release of Invoicing in Birdview! This new feature enables you to streamline your project billing process directly within the platform, saving you time and keeping everything organized. Whether you’re managing Time & Material or milestone-based projects, Birdview Invoicing has the tools you need to handle billing effortlessly. What capabilities are available in Birdview’s InvoicingHere’s what you can do with the first release:📃 Invoice a projectInvoice a project, incorporating its associated time logs and expenses or flat fee activities, keeping your billing organized and clear. ⚙️ Customizable detailsAdd critical information like time logs and expenses from the project, and include custom line items. 🔍 Preview and finalizeBefore sending your invoice, review it to ensure all details are accurate and professional. This step ensures confidence and clarity in your billing process. ✅ Multiple output optionsOnce finalized, you can print the invoice or save it as a PDF for record-keeping—all with just a few clicks. How it worksInvoicing is now available in Feature labs forBirdview PSA Team and Birdview PSA Enterprise plans only. After the beta period, this feature will be exclusive to Birdview PSA Team and Birdview PSA Enterprise plans. Follow these steps to activate and use the feature:1. To begin, log into your Birdview account. Click on your avatar located in the bottom-left corner of the screen. From the menu, selectFeature labsand locate the Invoicing feature. Activate it for your account, and you’re ready to move to the next step. 2. Once the feature is activated,...
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### ClickUp alternatives: top picks in 2025
> What are the best ClickUp alternatives? Explore the reasons you might consider looking for alternatives.
- Published: 2024-12-10
- Modified: 2024-12-10
- URL: https://birdviewpsa.com/blog/clickup-alternatives/
- Categories: Software Ratings
What are the best ClickUp alternatives? Explore the reasons you might consider looking for alternatives.
Finding the right project management tool can feel like finding the perfect pair of shoes—it needs to fit your team’s needs, be comfortable to use, and support you as you scale. ClickUp is a popular choice for many, thanks to its extensive features and flexibility. But let’s be real—not every tool is a one-size-fits-all solution, and that’s okay. If you’re here, chances are you’re wondering if there’s something out there that might work better for your unique needs. Let’s talk about why ClickUp might not always hit the mark and explore the reasons you might consider looking for alternatives. Why look for ClickUp alternatives? ClickUp has a lot going for it, but like any tool, it has its quirks—and some of them can make managing your work more complicated than it needs to be. Let’s dive into the pain points you might be facing. 1. Information is siloed in foldersHave you ever felt like you’re playing hide-and-seek with your data? ClickUp’s folder structure is designed to keep things organized, but sometimes it feels like it’s doing the opposite. Instead of seeing the bigger picture, information can get buried, leaving you and your team hunting through layers of folders just to find what you need. 2. Poor search features, especially for documentsA robust search function can save you hours of frustration, but ClickUp’s search often leaves you scrolling through irrelevant results, particularly when you’re looking for specific documents. If you’ve ever wished for a smarter, faster way to find that one...
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### The best IT project management software for team collaboration in 2025
> Explore top IT project management tools that will elevate your projects, streamline workflows, and drive success to your IT service business.
- Published: 2024-12-06
- Modified: 2025-02-27
- URL: https://birdviewpsa.com/blog/best-it-project-management-software/
- Categories: Professional Services, Project Management, Software Ratings
Explore top IT project management tools that will elevate your projects, streamline workflows, and drive success to your IT service business.
Managing complex projects requires seamless collaboration between team members in the IT industry. To make sure your team works proactively, you need to 👇 Define, assign, and schedule tasksclearly to keep everyone on track. Enable team members to share updates and communicate progress. Securely store and manage project files and assets. Provide a system for gathering feedback, reviews, and approvals. Integrate with the other software and platforms you use daily. Automate workflowsto reduce repetitive tasks and improve efficiency. 👉Thebest project management toolswill help you achieve all this and more. This article will guide you through the essential features to look for when evaluating different IT project management tools. We’ll start by discussing simple tools fortask management,team communication, andfile storage, then dive into the features needed for more complex, cross-functional projects. 💡 What is an IT Project Management Software? IT project management software is designed to help teams efficiently manage and execute IT projects. It provides the structure and tools necessary for planning tasks, allocating resources, and tracking project progress in real time, ensuring teams stay on schedule and meet deadlines. ▶️Key features typically include: Task assignment and time trackingto keep projects on track and monitor team productivity Customizable workflowsthat match the specific needs of the team or project Project visibilitythroughGantt charts,Kanban boards, anddashboardsto offer clear overviews Collaborative toolssuch as file sharing, messaging, and approval tracking for seamless communication across teams System integrationsto streamline processes and improve overall project outcomes Without the right IT project management software, teams may struggle with...
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### Best Consulting Project Management Software: 2025 Picks
> Explore the best consulting project management software to streamline your workflows, manage clients, and deliver organized service.
- Published: 2024-12-03
- Modified: 2025-04-15
- URL: https://birdviewpsa.com/blog/consulting-project-management-software/
- Categories: Professional Services, Software Ratings
Explore the best consulting project management software to streamline your workflows, manage clients, and deliver organized service.
Consultants and consulting firms often manage numerous clients, complex deliverables, and cross-functional teams. Without the rightprofessional services automation software, things can quickly spiral into chaos, resulting in the following 👇🚨Missed deadlines–Leads to unhappy clients and lost opportunities. 😟Dissatisfied clients–Dissatisfaction from unmet expectations. ⏳Wasted time–Manually tracking tasks, budgets, and timelines. Common challenges in the consulting world include managingscope creep, which involves unplanned changes or additions to the project scope, and balancing team workloads to ensure that no one is overwhelmed or underutilized. Additionally, a lack ofproject visibilitymakes it difficult to maintain a clear overview of all ongoing initiatives, leaving teams scrambling to stay on track. Whether you’re anindependent consultantor part of alarger consultancy firm, your time is valuable, and you don’t want to waste it on ineffective or overly complicated processes. The right project management solution helps you:✅Stay organized–Know exactly what’s happening across all projects. ✅Track progress–Keep tabs on tasks, timelines, and budgets. ✅Focus on growth–Spend more time scaling your business and less time putting out fires. Ready to level up? In this article, we’ll talk about:🔍 How to choose the perfect project management tool 💼 Top features to look for #️⃣ Best consulting project management tools 📈 How the right software drives business growthLet’s explore how to make your consulting practice better, more productive, and more profitable. 💡 What is Project Management Software for consultants? Project management software for consultants helps organize and deliver client projects by streamlining task tracking, resource allocation, and budget monitoring. It offers features like,...
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### 13 top customer success software 2025
> We’ll explore what customer success software is and what the best customer success tools there are for you to find the right solution for your team.
- Published: 2024-11-28
- Modified: 2025-04-10
- URL: https://birdviewpsa.com/blog/top-customer-success-software/
- Categories: Professional Services, Software Ratings
Explore what customer success software is and what the best customer success tools there are for you to find the right solution for your team.
Building lasting relationships with your customers and ensuring they find success with your product is no small feat. That’s where customer success software steps in—a game changer that helps you proactively guide your customers toward achieving their goals while reducing churn. We’ll explore what customer success software is and what the best customer success tools there are for you to find the right solution for your team. What is customer success software? At its core, customer success software is a tool designed to help you monitor, manage, and enhance the experience your customers have with your business. Think of it as your secret weapon for keeping customers happy and loyal. It does this by centralizing key data about your customers, such as their usage patterns, health scores, and communication history. This gives your team the insights they need to take proactive steps, like identifying customers who might need extra help or upsell opportunities when the time is right. In short, it helps you move from being reactive (responding only when something goes wrong) to being proactive—ensuring customers succeed before problems arise. Key features in a customer success softwareLet’s get practical. What features should you look for in customer success software? More importantly, how do they address the challenges you face daily? 1. Lifecycle management 📍 Challenge: Your customers have different needs at different stages. Onboarding a new customer isn’t the same as renewing an established one, and treating them the same way can hurt their experience. 💡 Solution:Lifecycle management toolshelp...
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### Resource underutilization: how to identify skills underutilized or overutilized?
> Is resource underutilization hurting your business? Uncover the hidden causes and learn powerful strategies to optimize your resources today!
- Published: 2024-11-27
- Modified: 2024-12-04
- URL: https://birdviewpsa.com/blog/resource-underutilization/
- Categories: Professional Services, Resource Management
Is resource underutilization hurting your business? Uncover the hidden causes and learn powerful strategies to optimize your resources today!
Let's discuss something that can seriously hinder your business:resource underutilization. This occurs when your valuable resources—your skilled employees—aren't working to their full capacity. For mid-sized businesses, this isn't just a minor setback; it's a major roadblock to growth and profitability. We are here to give you the lowdown on how to spot this issue and fix it. We're talking practical steps that lead to a happier, more productive team... and a more successful business. Here's what you'll get from this post 👇1️⃣ You'll learn how to pinpoint where your resources aren't being used well. 2️⃣ You'll discover ways to improve how you assign tasks. 3️⃣ You'll get insights into creating a company culture where everyone feels valued and empowered. It's all about getting the most out of your team's skills and watching your business thrive. Let's get started! 💡 What is resource underutilization? Resource underutilization happens when workers are not assigned tasks or responsibilities that match their skills, potential, or capacity. It’s not just about underwork; it’s about having people in roles where their abilities go unchallenged or underappreciated. When employees aren't given the chance to contribute fully, it hurts the individual, the team, and the business as a whole. What is skill utilization in the workplace? Skill utilization in the workplace is all about making the most of your team's talents. It's about putting those skills to work, not letting them sit idle. Think of it this way:you've invested in your people, now it's time to see...
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### ERP vs PSA: why professional services need more than just ERP
> The Limitations of ERP for Managing Professional Services. 1. ERP has insufficient capabilities for professional services. 2.The ERP system is not designed to manage customer projects and resources
- Published: 2024-11-27
- Modified: 2024-12-04
- URL: https://birdviewpsa.com/blog/why-professional-services-need-more-than-erp/
- Categories: Professional Services, Resource Management
The Limitations of ERP for Managing Professional Services. 1. ERP has insufficient capabilities for professional services. 2.The ERP system is not designed to manage customer projects and resources
For professional services organizations looking to achieve operational excellence and boost profitability, relying solely on an ERP system is no longer enough. By integrating PSA software into their operations, organizations can gain the insights, tools, and capabilities they need to succeed in today’s competitive landscape. In today’s fast-paced business environment, professional services organizations, including consulting firms, IT services, law firms, and marketing agencies, are constantly striving to improve efficiency, enhance client satisfaction, and maintain profitability. A critical part of achieving these objectives is having robust software solutions in place to manage operations. Enterprise Resource Planning (ERP) systems have traditionally been a cornerstone of business management, offering a unified platform for managing finances, operations, and resources. However, when it comes to professional services organizations, an ERP system alone is often not enough. Professional services firms are unique in that their success hinges not only on managing internal operations but also on effectively managing client projects, resources, and delivery. These organizations deal with complex, project-based workflows that require precise resource allocation, client communication, and financial management—all in real time. This is where Professional Services Automation (PSA) software comes in, offering specialized capabilities that ERP systems often lack. What is an ERP System? An Enterprise Resource Planning (ERP) system is a suite of integrated software applications that organizations use to manage and automate various back-office functions, such as finance, human resources, procurement, supply chain, manufacturing, and more. The primary goal of an ERP system is to streamline operations by centralizing data and automating...
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### What is a resource allocator? Resource allocator role, responsibilities, and best practices
> What is a Resource Allocator? Learn the role, key responsibilities, and best practices to improve resource management and drive business success.
- Published: 2024-11-25
- Modified: 2024-12-05
- URL: https://birdviewpsa.com/blog/resource-allocator/
- Categories: Resource Management
What is a Resource Allocator? Learn the role, key responsibilities, and best practices to improve resource management and drive business success.
Aresource allocator is the person responsible for deciding where and how resources—such as time, money, and manpower—are distributed within a business or project. This role demands quick, smart decisions to maximize the use of available assets while driving business goals forward. In small to mid-sized companies, resource allocation can often be a balancing act, requiring flexibility and hands-on involvement from those in charge. In smaller businesses, resources are often tight. So, the person in charge has even more responsibility. You’re making sure every dollar, hour, and bit of energy goes toward what really matters. You might not have tons of money or manpower to spread around, so making the right call can make or break a project. 💡 Purpose of the articleThis article is designed to help you—whether you're a mid-level manager, team lead, or a small business owner—take control of yourresource management. If you’re struggling to get the most out of your available resources, these tips will give you the tools you need to make the right decisions and improve outcomes. What is resource allocation? Resource allocationis the process of distributing available resources—like people, money, materials, and equipment—across various projects or tasks. It involves making decisions on how to use these resources efficiently to achieve specific goals. The aim is to make sure that every project has the right support at the right time. Here’s a breakdown of what’s involved: Resource Type Key Elements Human Resources Skills, time, availability, team size Financial Resources Budget, capital, funding sources Material Resources...
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### Top 14 Monday alternatives 2025
> Let’s dig into why it might be time for a change and what top Monday.com alternatives are worth considering.
- Published: 2024-11-17
- Modified: 2024-12-06
- URL: https://birdviewpsa.com/blog/top-monday-alternatives/
- Categories: Professional Services, Project Management, Software Ratings
Discover what top Monday.com alternatives are worth considering.
So, you’ve been using Monday. com for your project management needs. At first, it probably felt like a game-changer with its colorful boards and intuitive setup. But as your projects grew more complex, maybe you started noticing some cracks in the surface. If you’ve found yourself wondering if there’s something out there that fits your workflow better, you’re in the right place. Let’s dig into why it might be time for a change and what top Monday alternatives are worth considering. Why look for Monday alternatives? Monday. com can feel like a breath of fresh air at first. But as you go deeper, things can start to get a bit tricky. So why do teams start looking for Monday. com alternatives? Let’s explore those pain points and why finding the right fit matters for your team’s workflow. Monday. com cons: 1. Complicated permission settingsHave you ever tried setting up user permissions on Monday. com and felt like you were lost in a maze? You end up spending way more time than you’d like trying to make sure only the right eyes have access to certain information. It’s frustrating, especially when managing sensitive projects where confidentiality is key. 2. Limited cross-workspace viewsMonday. com’s workspace system, while useful in some ways, can leave you feeling like you’re piecing together a puzzle without the full picture. Getting that high-level overview you need to make strategic decisions is hard. This lack of visibility is more than an annoyance for teams working on complex, multi-layered...
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### Top 12 Smartsheet alternatives 2025
> We’ll walk you through the top Smartheet alternatives and their features to help you find the best fit for your project management style.
- Published: 2024-11-07
- Modified: 2024-12-06
- URL: https://birdviewpsa.com/blog/top-smartsheet-alternatives/
- Categories: Professional Services, Project Management, Software Ratings
We’ll walk you through the top Smartheet alternatives and their features to help you find the best fit for your project management style.
Let’s face it—finding the right project management tool isn’t always easy. There are so many options out there, each with its strengths and each promising to be “the one. ” If you’re here, it’s probably because you’ve given Smartsheet a try. And maybe it’s helped in some ways, but it hasn’t quite met all your needs. This article is here to help you explore tools that might fit your workflow, your team’s needs, and your vision a little better. We’ll walk you through the top Smartheet alternatives and their features to help you find the best fit for your project management style. Why look for Smartheet alternatives? Smartsheet has a solid foundation and is packed with features, but it also has some rough edges that can make managing projects more challenging than it should be. Here are some common reasons Smartsheet users start exploring other options. Smarsheet cons: 1. Outages that disrupt workflowsWe all can imagine ourselves in the middle of a busy workday. And nothing can be worse at that moment than finding Smartsheet is down. Outages, unfortunately, aren’t rare with Smartsheet. 2. Permissions that complicate rather than simplifySmartsheet’s permission system feels more like a puzzle than a helpful tool. Smartsheet’s setup often leads to accidental oversights or endless permissions-checking. 3. Workarounds for basic formula functionalitySometimes, you just need a quick formula to pull data or calculate a few figures. However, Smartsheet can turn even basic tasks into workaround-heavy projects. 4. Hard-to-get reportsReporting should be easy to get clear...
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### What is a cross-functional team, and how PSA software can help manage it better
> We will explain what a cross-functional team is, what challenges it brings alone, and how PSA software helps to tackle them effectively.
- Published: 2024-11-03
- Modified: 2024-12-05
- URL: https://birdviewpsa.com/blog/what-is-a-cross-functional-team/
- Categories: Professional Services, Project Management
Discover what a cross-functional team is, what challenges it brings alone, and how PSA software helps to tackle them effectively.
Having different types of expertise and people working together can help companies achieve their goals and increase efficiency. This is when cross-functional teams come into play. While cross-functional teams bring many benefits, they might be challenging to build and manage in the first place. In this article, we will explain what a cross-functional team is, how to build and manage such a team, what challenges they bring alone, and how PSA software helps to tackle them effectively. What is a cross-functional team? Let’s start with the basics - a cross-functional team definition. A cross-functional team is a group of team members with various skill sets and expertise typically gathered from different departments working together to achieve common goals. Cross-functional teams strongly rely on collaboration and communication to ensure their processes are streamlined, and goals are clearly defined. Depending on the type of your organization, cross-functional teams can be temporary or permanent. Benefits of cross-functional teamsThere are several reasons why your organization might need a cross-functional team on board: Companies that effectively use cross-functional teams report a15% increase in on-time project deliveryand enhanced customer satisfaction. Cross-functional teams bring diverse perspectives to problem-solving, resulting in faster decision-making and more innovative solutions. By pooling resources and expertise, cross-functional teams help organizations adapt faster to new market changes and industry challenges. Such a team applies a holistic approach to project management, considering multiple business facets (e. g. , customer satisfaction perspective or operational efficiency point of view), resulting in scalable and comprehensive...
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### What is cost overrun? How to prevent it in your projects
> In this article, we dive into the concept of cost overrun, what the root causes are, and how to overcome and prevent cost using tools such as Birdview PSA.
- Published: 2024-10-30
- Modified: 2024-11-22
- URL: https://birdviewpsa.com/blog/cost-overrun-how-to-prevent-it/
- Categories: Professional Services, Project Management
In this article, we dive into the concept of cost overrun, what the root causes are, and how to overcome and prevent cost using tools such as Birdview PSA.
Your project can go downhill if you are not careful with your budget. Cost overruns are something that many projects face. Whether it’s construction, IT, or professional services, going over budget can lead to project delays, wasted resources, and even project failure. That’s why it’s important to understand the root causes of cost overruns and implement effective strategies to prevent them. . In this article, we will take a detailed look at the main causes, and how to overcome and prevent cost overruns using tools like Birdview PSA. What is cost overrun? When you overrun your costs, it means the project’s actual costs exceed the allocated or estimated budget. According to a study by McKinsey, 66% of technology projects experience cost overruns, with 20% of them falling short of delivering the expected results. Quite a problem, right? So, what are the common causes of such a disparity? ✔ Inaccurate cost estimates: This simply means the team tasked with preparing the budget underestimated the required resources or project scope. ✔ Unforeseen risks: Sometimes predicting the future can be a tough ask. That means unforeseen circumstances can emerge leading to sudden changes in scope, materials, or labor costs. ✔ Ineffective communication: Lack of communication between stakeholders and the project team can lead to serious cost overruns. Cost overrun in project management Project management professionals often deal with cost overruns. This impacts many aspects of a project, including scope, schedule, and quality of deliverables. When costs exceed expectations, project managers often have to...
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### Top 12 Teamwork alternatives 2025
> Take a look at the top 12 Teamwork alternatives, their key features, and user reviews to give you as much information as possible before you make the final choice.
- Published: 2024-10-25
- Modified: 2025-04-16
- URL: https://birdviewpsa.com/blog/top-teamwork-alternatives/
- Categories: Professional Services, Project Management, Software Ratings
Take a look at the top 12 Teamwork alternatives, their key features, and user reviews to give you as much information as possible before you make the final choice.
Teamwork is a quite popular tool among project managers, and yet, it may not fit your organization's needs. When it comes to choosing the right tool for your teams and projects or finding a replacement for existing software, it’s important to consider and evaluate different options available in the market. Luckily, we’re here to help you minimize the list of these tools. In this article, we will take a look at the top 12 Teamwork alternatives, their key features, and user reviews to give you as much information as possible before you make the final choice. Why look for Teamwork alternatives? Teamwork certainly has its strengths, but it’s not without flaws. If you’re reading this, you’ve probably already noticed some or most of these pain points. Teamwork cons: 1. Clunky user interfaceOne of the most common complaints about Teamwork is its user interface. It can feel outdated and cluttered at times. It also takes longer to navigate through its features. 2. Limited customizationMany users note that they wish to have more options for customizing Teamwork’s features to fit their process. For instance, you can't tailor workflows or adjust dashboards. 3. Pricing structureAs with any other software, Teamwork offers a variety of pricing plans. At the same time, some users feel the platform can get pricey, especially when adding in extra features or integrating with third-party tools. For growing teams, that cost can add up quickly. 4. Inconsistent support experienceSome users report that the response form the Teamwork’s support team takes...
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### Birdview successfully completes SOC 2 Type II audit
> This milestone demonstrates Birdview’s commitment to maintaining the highest standards of data security, privacy, and operational excellence for our customers.
- Published: 2024-10-25
- Modified: 2024-10-25
- URL: https://birdviewpsa.com/blog/birdview-completes-soc-2-type-ii-audit/
- Categories: Product News
Completing the SOC 2 Type II audit confirms Birdview’s adherence to these criteria, particularly focusing on the security aspects that matter most to our customers.
We are excited to announce that Birdview has successfully completed the AICPA Service Organization Control (SOC) 2 Type II audit. This significant milestone demonstrates Birdview’s ongoing commitment to maintaining the highest standards of data security, privacy, and operational excellence for our customers. What is SOC 2 Type II certification? The SOC 2 Type II audit is an extensive, independent assessment of an organization's information security policies, procedures, and operations. Developed by the American Institute of Certified Public Accountants (AICPA), it is designed to ensure that a company effectively safeguards customer data over time, adhering to strict security protocols. SOC 2 Type II focuses on five key Trust Service Criteria: Security: Protecting systems against unauthorized access. Availability: Ensuring systems are operational and accessible when needed. Processing integrity: Ensuring that systems process data accurately and in a timely manner. Confidentiality: Safeguarding sensitive information from unauthorized disclosure. Privacy: Protecting personal information and ensuring it is handled appropriately. Completing the SOC 2 Type II audit confirms Birdview’s adherence to these criteria, particularly focusing on the security aspects that matter most to our customers. What does this mean for Birdview and our customers? For Birdview, achieving SOC 2 Type II compliance represents a significant achievement in our journey to enhance the security and reliability of our services. This audit result validates that our internal controls and processes meet the industry’s most rigorous standards for safeguarding data. For our customers, this certification translates to greater peace of mind. Our enterprise security framework is designed to handle...
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### 10 best project management software with client portal 2025
> We’ll explore 10 of the best project management software with client portal so you can improve collaboration, save time, and keep everyone on the same page.
- Published: 2024-10-21
- Modified: 2025-04-16
- URL: https://birdviewpsa.com/blog/best-project-management-software-with-client-portal/
- Categories: Professional Services, Project Management, Software Ratings
Explore 10 of the best project management software with client portal so you can improve collaboration, save time, and keep everyone on the same page.
Still reaching out to clients via email and missed calls just to share project updates? There‘s a better way to collaborate. Project management software with a built-in client portal simplifies communication by giving your team and clients a shared, secure space for real-time updates. You can collect feedback, share files, and track progress–all in one centralized place. You want your clients to feel confident and informed, but constant emails, calls, and meetings can quickly become time-consuming. That‘s where project management software with a client portal makes a difference. In this article, we‘ll explore 10 of the best project management tools that include client portals–so you can improve collaboration, save time, and keep everyone on the same page. How Project Management Software with a Client Portal Works Project management software with a client portal allows internal teams to collaborate efficiently while giving external clients secure, limited access to project updates, documents, and communication. This setup keeps clients engaged and informed–without overwhelming them with internal details that don‘t concern them. For example. Imagine an engineering firm working on a large-scale infrastructure project. Internally, engineers and project managers use the platform to coordinate tasks, monitor timelines, manage technical documentation, and track progress across multiple teams. Meanwhile, the client accesses a secure portal to view project milestones, review design updates, submit approvals, and stay informed about construction phases or compliance checks. The firm controls exactly what the client sees, ensuring sensitive internal planning or preliminary notes stay private. At the same time, clients stay looped in on...
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### Top 18 Microsoft Project alternatives
> In this article, we’ll look at 18 top Microsoft Project alternatives that can help you streamline your workflow, improve team collaboration, and take your project management to the next level.
- Published: 2024-10-16
- Modified: 2024-12-06
- URL: https://birdviewpsa.com/blog/top-ms-project-alternatives/
- Categories: Professional Services, Software Ratings
Look at 18 top Microsoft Project alternatives that can help you streamline your workflow, improve team collaboration, and take your project management to the next level.
When it comes to managing projects, especially complex ones, the right tool can make all the difference between hitting your goals and feeling constantly behind. You may have heard of or even used Microsoft Project, which has long been a go-to solution for project managers. But let’s be honest—it’s not always the easiest tool to work with. Luckily, there are plenty of fantastic alternatives out there that offer all the power of Microsoft Project, but with added flexibility and usability, that might make your workday a whole lot easier. In this article, we’ll look at 18 top Microsoft Project alternatives that can help you streamline your workflow, improve team collaboration, and take your project management to the next level. Why look for Microsoft Project alternatives? If you’re reading this, chances are you’ve encountered some roadblocks with Microsoft Project. And you’re not alone—while it’s a powerful tool, it’s not without its challenges. Let’s talk about a few of the common pain points that often push teams to look for something different. Microsoft Project cons: 1. The learning curve can be steepMicrosoft Project is feature-rich, but that often comes at the cost of usability. If you’ve ever found yourself struggling to get the basics down, or worse, spending more time learning the tool than managing the project itself, you know exactly what we mean. It can feel overwhelming, especially if your team isn’t made up of seasoned project managers or you’re juggling multiple responsibilities. 2. Collaboration isn't seamlessIn today’s world, project management...
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### Capacity forecasting: how do you forecast your team’s capacity?
> Capacity forecasting estimates future workloads and identifies the resources needed to meet anticipated demand within an organization.
- Published: 2024-10-04
- Modified: 2024-11-28
- URL: https://birdviewpsa.com/blog/capacity-forecasting/
- Categories: Resource Management
Capacity forecasting estimates future workloads and identifies the resources needed to meet anticipated demand within an organization.
When planning for business growth or managing a large project, one thing is clear: you can’t succeed without the right resources. Think of it like building a house—without the right materials and tools, construction will stall, leading to delays and added costs. In project management, this is where capacity forecasting comes in. It’s your blueprint for making sure you have the right team, skills, and tools to deliver on time and meet your business goals. Without it, you risk running into bottlenecks, missed deadlines, and lost opportunities. Capacity forecasting isn’t just about avoiding setbacks; it’s about positioning your business for success. By anticipating what resources you’ll need and when, you can make informed decisions, deliver high-quality results, and keep your projects on track. :idea: So, how can you perfect the art of capacity forecasting? Let’s dive into the main strategies and best practices to future-proof your business Click here to read about the manual approach of capacity forecasting for teams. Click here to read about the automated approach of capacity forecasting for teams. What is capacity forecasting? Capacity forecasting estimates future workloads and identifies the resources needed to meet anticipated demand within an organization. Often referred to as resource forecasting or demand forecasting, this practice involves analyzing historical data alongside current trends. By evaluating past performance and understanding upcoming projects, you can predict how many personnel, tools, or hours will be necessary. Adopting this proactive approach helps businesses allocate resources proficiently, making sure that the right people and tools...
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### Celebrating Birdview’s 20th Anniversary: a journey of growth and partnership
> This year, Birdview is celebrating a special milestone—20 years of helping teams around the world work better together. Join the celebration!
- Published: 2024-10-02
- Modified: 2024-10-02
- URL: https://birdviewpsa.com/blog/celebrating-birdviews-20th-anniversary/
- Categories: Product News
This year, Birdview is celebrating a special milestone—20 years of helping teams around the world work better together. Join the celebration!
This year, Birdview is celebrating a special milestone—20 years of giving you the tools you need now and scale with you as your business grows. It’s a moment that gives us a chance to pause, look back on how far we’ve come, and express our appreciation for everyone who has been part of our journey. A journey shaped by youOver the last two decades, we’ve been fortunate to grow alongside incredible clients and partners. From day one, we’ve worked hard to create solutions that help teams simplify their processes and collaborate more effectively, and it’s your trust that has made all the difference. Whether you’ve been with us for years or are considering joining Birdview in the future, we’re grateful for the opportunity to support your work. Your feedback and success stories have inspired us to continually evolve and improve, and we’re excited to keep building tools that empower teams to do their best work. Learn more about Birdview’s journey and explore what we’ve been up to over the past 20 years here. It’s a chance to celebrate with us and see how we’re preparing for the future, together with you. Join the celebration! To mark this special occasion, we’re thrilled to offer an exclusive anniversary deal for new Birdview Team and Enterprise licenses. We want you to celebrate with us by enhancing your project management experience at an incredible value: Get 2 months freewith a 12-month subscription Get 4 months freewith a 24-month subscription Get 6 months freewith a...
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### Workflow management: benefits and best practices
> In this article, we will highlight the significant benefits of implementing robust workflow management practices and identify common challenges that businesses face.
- Published: 2024-10-02
- Modified: 2025-01-06
- URL: https://birdviewpsa.com/blog/workflow-management-benefits-and-best-practices/
- Categories: Professional Services, Project Management
Discover the significant benefits of implementing robust workflow management practices and common challenges that businesses face.
Whether you're a seasoned manager or a budding entrepreneur, understanding and implementing effective workflow management can significantly boost your organization's productivity and streamline operations. In this article, we will highlight the significant benefits of implementing robust workflow management practices and identify common challenges that businesses face. We will also offer strategic solutions and best practices, including insights on how advanced tools like Birdview PSA can optimize both project and resource management. What is a workflow? Imagine a set of steps you follow to make your favorite cup of coffee each morning; that's essentially what a workflow is but in the business world. It's a defined sequence of tasks that are followed to complete a process effectively. Whether it's onboarding a new employee, managing customer queries, or developing a new product, workflows are everywhere, ensuring that tasks are done the right way at the right time. What is workflow management? Workflow management takes your simple workflow concept and puts it under a magnifying glass. It involves actively organizing, coordinating, and controlling the tasks and resources in a workflow, aiming to improve efficiency and outcomes. It’s about knowing who is doing what, by when, and how well they're doing it. Workflow management and project management: what is the differenceWhile both workflow and project management deal with organized activities, they aren’t the same. Workflow management is primarily concerned with optimizing recurring business processes. It aims to enhance the efficiency of predictable and repeatable tasks across various departments. Workflow management focuses on the day-to-day...
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### Client project management: 9 tips and tricks to follow
> Client project management should ensure easy communication, best use of resources, and on-time delivery. Explore key stages of the client project lifecycle
- Published: 2024-10-02
- Modified: 2025-04-10
- URL: https://birdviewpsa.com/blog/client-projects-definition-and-best-management-practices/
- Categories: Professional Services
We'll walk through a typical client project lifecycle, discuss frequent pain points, and share actionable solutions to help you manage your projects more efficiently.
In this article, we will look at a typical client project lifecycle, discuss common problems, and share actionable solutions to help you manage your projects more effectively. A client project is a specific commitment or task that a business undertakes on behalf of a client to deliver a service, product or solution. These projects can vary in scope, complexity and duration. In any case, the ultimate goal is to meet client expectations, deliver value, and strengthen the relationship between the service provider and the client. What is a client project? A client project refers to any project your company undertakes on behalf of another organization. The key difference between a client project and an internal one is that the deliverables you produce are meant for the client, not your organization. What is a client? The client is the person or organization that commissions and funds the project. The client is the primary stakeholder whose needs shape the entire project. They set the goals and requirements for the project, and are often involved at key stages, providing input, feedback, and approvals throughout the process. Essentially, the client is the entity that benefits from the project’s end results. Best Practices for Client Project Management Client project management should ensure easy communication, best use of resources, and on-time delivery. Explore key stages of the client project lifecycle, which describe the steps from project inception to completion. To successfully manage client projects, you must ensure easy communication, efficient use of resources, and on-time delivery....
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### CRM & PSA integration to improve workflow and client management
> This article explores how PSA and CRM integration work, the key benefits, and best practices for a successful implementation.
- Published: 2024-09-27
- Modified: 2024-10-01
- URL: https://birdviewpsa.com/blog/crm-psa-integrating/
- Categories: Professional Services, Project Management
Streamlining operations is one of the key aspirations for professional services organizations (PSOs) and companies. That includes finding ways to streamline operations, improve client relationships, and optimize their internal workflows. So, how can you do all these while ensuring seamless operations? One of the most effective methods for achieving this is integrating Professional Services Automation (PSA) systems with Customer Relationship Management (CRM) systems. Combining these two essential tools can enhance client management and lead to more efficient project delivery, accurate forecasting, and improved business insights. This article discusses how PSA and CRM integration works, key benefits and best practices for successful implementation, and how integration between Birdview PSA and CRM systems can change the way you manage business processes and customer interactions. What is PSA? PSA, or Professional Services Automation, is software designed to help organizations that provide services manage their operations more efficiently. It covers areas such as project management, resource allocation, time tracking, billing, and analytics. By centralizing these functions in one platform, PSA tools streamline operations, improve productivity, and provide real-time insights into project performance and financial health. For service-based companies, PSA software ensures that projects are delivered on time and within budget while maximizing resource utilization. What is CRM Software? CRM (Customer Relationship Management) software is a tool that helps businesses manage their interactions with current and potential customers. It centralizes customer data, tracks communication, and automates tasks such as follow-ups, sales pipeline management, and marketing outreach. CRM systems enable businesses to personalize their services, improve...
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### Enhancing traditional workload management with strategic resource planning
> This guide explores how combining strategic resource planning with traditional workload management boosts efficiency, adaptability & project success
- Published: 2024-09-25
- Modified: 2024-10-02
- URL: https://birdviewpsa.com/blog/enhancing-traditional-workload-management/
- Categories: Professional Services, Resource Management
This guide explores how combining strategic resource planning with traditional workload management boosts efficiency, adaptability & project success
In today's fast-paced business world,effective resource planningis essential for professional services organizations. Managing your resources well can be the key to a project’s success. In this guide, we’ll dive into how blendingstrategic resource planningwithtraditional workload managementcan improve efficiency, adaptability, and overall project success. Plus, we’ll explore how sometimes abottom-to-top approach—starting with a detailed project plan and then auto-generating resource allocations—can be a game changer. We’ll outline when each approach works best and give you practical steps for implementation. What is traditional workload management? Traditional workload managementfocuses on the nuts and bolts of project execution, like creating detailed plans with specific tasks, timelines, and resource assignments. It’s a micro-level approach, zeroing in on what needs to be done, when, and by whom. This method is especially effective for organizations that need clear, step-by-step project control. Once the plan is created, it serves as the roadmap for project delivery. Teams can follow the structure laid out, ensuring tasks are completed on time and resources are used efficiently. The strength of traditional workload management lies in its structured approach, providing project managers with a solid grip on project progress. The strengths of traditional workload management Clarity & Accountability: One of the key benefits of traditional workload management is the clarity it brings. Every team member knows exactly what tasks they are responsible for and when they are due. There is no ambiguity, which fosters accountability across the board. Progress tracking: By setting specific tasks and deadlines, managers can track progress down to the...
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### Birdview earned Best Project Management Software recognition from Research.com
> Discover why Birdview’s inclusion in Research.com’s list is a huge feat.
- Published: 2024-09-25
- Modified: 2024-09-25
- URL: https://birdviewpsa.com/blog/birdview-earned-best-project-management-software-recognition-from-research-com/
- Categories: Product News
Discover why Birdview’s inclusion in Research.com’s list is a huge feat.
Birdview has landed a spot onResearch. com’s list ofbest project management software, distinguished for its total project visibility, enabling teams and clients to oversee their projects in one centralized platform. What is Research. com? Research. com is a trusted platform for software reviews. It has gained a reputation for its dedication to testing and identifying the best-performing software for academics and businesses. Its extensive review guides companies to make well-informed decisions on their software procurement through its curated and evaluated product list. Birdview’s inclusion in Research. com’s list is a huge feat. It highlights Birdview’s collaboration and project management capabilities in enhancing business operations. It also demonstrates that Birdview’s holistic solution enables businesses to gain clarity over their entire project landscape. Research. com’s software experts tested Birdview’s functionality and ability to streamline project management tasks. They recognized the solution’s intuitive interface and features, especially its adaptability and fit for organizations of all sizes. Why Birdview? Recently, in anextensive Birdview review, a team of experts evaluated the effectiveness of the software’s features, such as resource planning, resource scheduling, and project management. Capitalizing on the tailwinds of artificial intelligence (AI), they noted Birdview’s efficiency in streamlining workflows—from writing better messages to accurately predicting timelines. This has helped businesses reap better results using AI tools. These are the features that made Birdview thebest project management software. These include: Project management Create project plans through ready-made templates and existing data in just a few clicks. This feature visualizes the project in Table,Gantt, Kanban, and...
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### How PSA improves financial management and forecasting
> This article will walk you through how PSA can transform your financial management and forecasting, making it easier for you to manage your business efficiently.
- Published: 2024-09-19
- Modified: 2024-09-19
- URL: https://birdviewpsa.com/blog/how-psa-improves-financial-management-and-forecasting/
- Categories: Professional Services, Project Management
Discover how PSA can transform your financial management and forecasting, making it easier for you to manage your business efficiently.
Financial management and forecasting are at the heart of any business's success. Yet, many companies struggle with managing their finances effectively. You might be juggling multiple spreadsheets, tracking billable hours manually, or dealing with inaccurate forecasting—resulting in confusion and missed opportunities. But what if there was a better way to handle these common financial pains? That's where professional services automation (PSA) comes in. PSA simplifies and streamlines the financial processes that many businesses find overwhelming. This article will walk you through how PSA can transform yourfinancial management and forecasting, making it easier for you to manage your business efficiently. What is professional services automation (PSA)? Professional services automation, or PSA, is a software solution designed to help service-based businesses manage their day-to-day operations more effectively. PSA centralizes core business functions like project management, time tracking, resource allocation, and—most importantly—financial management. If you're in a service-based industry, you know how hard it can be to keep track of every project’s expenses, time spent, and overall profitability. PSA simplifies all of this, giving you better visibility into your operations and finances in real time. Read more: What is professional services automation (PSA)? Key features of PSA that enhance financial managementOne of the most attractive aspects of PSA software is its ability to manage various financial tasks with ease and efficiency. Let’s look at some key features of PSA, using Birdview PSA as an example, that directly improve financial management. Automated billing and invoicing A common headache in financial management is the slow...
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### Budgeting and financial management in professional services
> Budgeting and financial management in professional services refers to the process of planning, allocating, and monitoring financial resources
- Published: 2024-09-15
- Modified: 2025-04-01
- URL: https://birdviewpsa.com/blog/financial-management-in-professional-services/
- Categories: Professional Services
In professional services, efficient financial management ensures optimal resource use, maximized billable hours, and maintained margins.
Budgeting and financial management are the cornerstones of success in professional services projects. Unlike other industries, where products are tangible and costs can be more easily controlled, professional services operate in a landscape of intangibles. That includes time, expertise, and knowledge. This makes effective budgeting and financial management not just beneficial, but essential. According to various sources, an average of 29% of projects fail due to inaccurate cost estimates. This underscores the importance of careful financial planning and management. A mismanaged budget can lead to project delays, cost overruns, and dissatisfied clients, all of which can harm a firm's reputation and profitability. What is budgeting and financial management in professional services? Budgeting and financial management in professional services refers to the process of planning, allocating, and monitoring financial resources. It involves setting a budget at the outset of a project, tracking actual expenses against projected costs, and making adjustments as needed to stay within budget limits. In professional services, efficient financial management ensures optimal resource use, maximized billable hours, and maintained project margins Tools like Birdview PSA help streamline these processes by providing real-time visibility into project finances, enabling firms to make informed financial decisions. Why budgeting and financial management matter in professional services In professional services, where time and expertise are the core offerings, every hour spent on a project needs to be accounted for and translated into revenue. Without proper budgeting, it’s easy for projects to run over costs, leading to reduced profitability or, in some cases, financial...
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### Responsibility Assignment Matrix (RAM): definition, template, and examples
> What is a responsibility assignment matrix (RAM)? See how RAM can help you overcome confusion, improve team collaboration, and keep your projects on track from start to finish.
- Published: 2024-09-05
- Modified: 2024-12-18
- URL: https://birdviewpsa.com/blog/responsibility-assignment-matrix/
- Categories: Resource Management
What is a responsibility assignment matrix (RAM)? See how RAM can help you overcome confusion, improve team collaboration, and keep your projects on track from start to finish.
Have you ever been caught in a project where tasks slip through the cracks or team members aren’t clear on who’s in charge? This is a common hurdle in project management, but it doesn’t have to be. The Responsibility Assignment Matrix (RAM) is a game-changing tool that brings order to the chaos. RAM ensures that everyone knows their role and projects run smoothly by clearly defining who is responsible for each task, who makes the final call, and who needs to be kept in the loop. In this article, we’ll see how RAM can help you overcome confusion, improve team collaboration, and keep your projects on track from start to finish. What is a Responsibility Assignment Matrix (RAM) in project management? A Responsibility Assignment Matrix (RAM), also sometimes referred to as a resource assignment matrix, is a project and resource management tool that helps you define the roles and responsibilities of your team members for each task or deliverable within a project. Also known as a RACI Matrix (where RACI stands for Responsible, Accountable, Consulted, and Informed), the RAM is a simple grid that maps tasks on one axis and team members or roles on the other. By filling in the matrix, you clarify who is responsible for executing tasks, who is accountable for ensuring they are completed, who needs to be consulted before decisions are made, and who should be kept informed throughout the process. Types of Responsibility Assignment Matrix (RAM)This structured approach is invaluable in complex projects, where...
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### Top marketing resource management software 2025
> What is the best resource management software in 2025? 1. Birdview 2. SproutLoud 3. Monday 4. Aprimo 5. Uptempo 5. Smartsheet 6. Lytho
- Published: 2024-09-04
- Modified: 2025-01-06
- URL: https://birdviewpsa.com/blog/top-marketing-resource-management-software/
- Categories: Resource Management, Software Ratings
This article will help you navigate the crowded market and find the best MRM software for your team in 2025.
In today's marketing landscape, managing resources effectively can feel like a constant uphill battle. Without the right tools, teams often find themselves buried under a mountain of tasks, struggling to keep track of assets, budgets, and deadlines. The chaos of juggling multiple projects, coordinating with diverse teams, and ensuring consistent output can lead to missed opportunities and burnout. This is where Marketing Resource Management (MRM) software comes in—a game-changer for teams looking to regain control, streamline operations, and maximize efficiency. But with so many tools out there, how do you pick the one that’s truly worth your investment? This article will help you navigate the crowded market and find the best MRM software for your team in 2025. What is the best marketing resource management software? When it comes to selecting the best marketing resource management software, there’s no one-size-fits-all answer. Instead, the best software should be one that aligns with your team’s specific needs and helps you overcome the challenges unique to yourmarketing operations. At its core, a good MRM solution is designed to centralize your marketing assets, manage your budgets, and optimize your team’s workflow. A top-notch MRM software should empower your team to work more efficiently, enabling better collaboration, visibility, and control over every aspect of your marketing initiatives. It should be intuitive enough for all team members to use, from project managers to creative professionals, yet robust enough to handle the complexities of large-scale campaigns. Ultimately, the best MRM software will help your team deliver more...
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### Top project management software for architects 2025
> What is the best architecture project management software? 1. Birdview 2. BQE Core 3. Deltek Ajera 4. Newforma Project Center 5. Archicad 6. Bonsai
- Published: 2024-08-27
- Modified: 2024-12-06
- URL: https://birdviewpsa.com/blog/top-project-management-software-for-architects/
- Categories: Professional Services, Project Management, Software Ratings
Explore the best project management software for architects in 2025, their key features, and how you can find the software that fits your project needs.
Navigating the complex world of architectural projects requires more than just creativity and design skills; it demands precise coordination, meticulous planning, and seamless communication. As an architect, you understand the importance of juggling multiple tasks, from managing client expectations to ensuring your team is on the same page. In this article, we’ll explore the best project management software for architects in 2025, their key features, and help you find the software that fits your project needs. Whether you’re managing small residential projects or large-scale commercial developments, the right tool can make all thedifference. What is the best architecture project management software? Choosing the best architecture project management software depends on the specific needs of your firm, the size of your team, and the complexity of your projects. The right tool should streamline your workflow, enhance collaboration, and help you manage tasks, resources, and budgets effectively. Ultimately, the best architecture project management software for your firm will be the one that aligns most closely with your workflow, enhances your team’s productivity, and fits within your budget. It’s important to consider the specific needs of your projects and team dynamics when making your choice. Before we get to the list of the top project management software for architects in 2025, let’s take a look at the key features a good project manager tool should have. Key architecture project management software features to look forWhen selecting project management software for your architectural firm, it's crucial to focus on features that directly address architecture...
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### Client Onboarding Automation: Strategy and Benefits
> Client onboarding is guiding new clients through the initial stages of using a product or service. It’s an essential part of building a strong client relationship.
- Published: 2024-08-20
- Modified: 2025-04-10
- URL: https://birdviewpsa.com/blog/client-onboarding-process/
- Categories: Professional Services
Learn how to automate the client onboarding process in professional services and explore key areas where automation makes a difference
Client onboarding is one of the most critical stages in any professional services engagement. It's where first impressions are made, expectations are set, and the foundation for a long-term relationship is established. However, for many companies, the onboarding process can be frustrating, as it often involves juggling multiple tasks, gathering information from various sources, and managing tight deadlines. The good news is that automation can significantly streamline the client onboarding process, making it more efficient, consistent, and enjoyable for you and your clients. In this guide, we’ll explore how to automate the client onboarding process in professional services, diving into specific areas where automation can make a real difference. What is client onboarding? Client onboarding is guiding new clients through the initial stages of using a product or service. It’s an essential part of building a strong client relationship. In professional services, client onboarding often includes introducing clients to the project team, setting clear expectations, outlining the project timeline, and educating the client on the tools and processes used during the engagement. A well-executed onboarding process improves client satisfaction, reduces churn, and helps establish trust. It provides the foundation for a successful partnership by ensuring that the client feels supported from the outset and understands how the service will help them achieve their goals. What is client onboarding automation? Client onboarding is the process of guiding new clients through the initial stages of using a product or service. It’s an essential part of building a strong client relationship. In professional...
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### How to create a resource breakdown structure
> Discover everything you need to know about creating a Resource Breakdown Structure, its purpose to practical steps.
- Published: 2024-08-16
- Modified: 2024-10-10
- URL: https://birdviewpsa.com/blog/how-to-create-a-resource-breakdown-structure/
- Categories: Resource Management
Discover everything you need to know about creating a Resource Breakdown Structure, its purpose to practical steps.
When managing a project, understanding and organizing your resources is crucial to success. A Resource Breakdown Structure (RBS) is a tool that helps you do just that. It provides a clear, hierarchical view of all the resources required for your project, making it easier to allocate, manage, and monitor them throughout the project’s lifecycle. Whether you’re managing a small team or a large-scale initiative, an effective RBS ensures that nothing falls through the cracks, ultimately contributing to a smoother, more efficient project execution. In this article, we’ll guide you through everything you need to know about creating a Resource Breakdown Structure, from understanding its purpose to practical steps for building one tailored to your project’s needs. What is a resource breakdown structure (RBS)? A resource breakdown structure (RBS) is a hierarchical chart that organizes and categorizes the resources needed to complete a project. These resources can include people, materials, equipment, and finances. The RBS breaks down these elements into manageable sections, providing a clear overview of what is required at each stage of the project. By visually mapping out all the resources, an RBS helps project managers ensure that every necessary resource is accounted for and properly allocated. How does a resource breakdown structure work? The RBS works by categorizing resources into different levels of detail. At the top level, you have broad categories such as personnel, equipment, and materials. Each of these categories is then broken down into more specific resources. For example, under personnel, you might have subcategories...
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### Top 10 risk identification techniques for successful project management
> Explore the top risk identification techniques that can help you steer your project to success.
- Published: 2024-08-15
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/top-10-risk-identification-techniques-in-project-management/
- Categories: Project Management
Explore the top risk identification techniques that can help you steer your project to success.
Managing a project can sometimes feel like steering a ship through turbulent waters. The unpredictability of risks can derail even the most well-planned projects. That's why effective risk identification is crucial for successful project management. By identifying potential risks early and developing strategies to mitigate them, you can ensure the project stays on track and experiences a sense of accomplishment with successful project management. Here, we explore the top risk identification techniques that can help you steer your project to success. 1. Brainstorming sessionsBrainstorming is a classic technique that brings team members together to generate ideas and identify potential risks. This collaborative method guarantees an extensive array of points of view, fostering a sense of unity and shared responsibility essential for comprehensive risk identification. Encouraging participants to think freely and share their thoughts can lead to identifying risks that might not be apparent to a single individual. Integratingproject managementprinciples into brainstorming sessions enhances effectiveness by providing structured methodologies to organize and prioritize ideas. Aligning these sessions with project goals ensures that identified risks are relevant and actionable. Project management tools also aid in documentation and follow-up, systematically addressing potential risks as the project progresses. Brainstorming sessions can be structured or unstructured. In a structured session, a facilitator guides the discussion, ensuring all team members have an opportunity to contribute. The conversation flows more freely in an unstructured session, sometimes leading to unexpected insights. Regardless of the format, the goal is to generate as many potential risks as possible without evaluating...
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### Best manufacturing project management software 2025
> What is the best manufacturing project management software in 2025? 1. Birdview 2. ProductDossier PSA 3. Zoho Projects 4. MRPeasy 5. Oracle Manufacturing 6. Celoxis
- Published: 2024-08-13
- Modified: 2024-12-06
- URL: https://birdviewpsa.com/blog/best-manufacturing-project-management-software/
- Categories: Professional Services, Project Management, Software Ratings
Explore the best manufacturing project management software for 2025, the key features you should look for, and practical advice on selecting the right tool for your team.
Manufacturing is a complex dance of precision, timing, and collaboration. Without the right tools, even the most experienced teams can struggle to keep everything in sync. Whether you're overseeing a small-scale production line or managing complex, multi-site operations, finding the right manufacturing project management software can be a game-changer. In this article, we'll explore the best manufacturing project management software for 2025, highlight the key features you should look for, and offer practical advice on selecting the right tool for your team. 12 best manufacturing project management software Birdview Professional Services Birdview Professional Services (Birdview PSA) stands out as a robustproject management solutiontailored for professional service firms, including those in the manufacturing sector. The platform is built to support efficient project planning, effective resource allocation, and enhanced collaboration, which simplifies the management of complex projects involving numerous stakeholders. Whether you're operating a small business or managing a large enterprise, Birdview’s scalability ensures that it can accommodate your project management requirements seamlessly. For manufacturing teams, Birdview’s strengths lie in its real-time reporting and advanced analytics, which empower users to make quick, >Sign up for a trialtoday to learn more about Birdview PSA. What users say Pros:Birdview PSA has gained strong recognition for its project management capabilities, especially in sectors like manufacturing where managing resources efficiently and keeping track of tasks are essential. The software's user-friendly design stands out, allowing users to handle intricate projects with ease, effectively monitor progress, and distribute resources efficiently. Additionally, Birdview's analytics and reporting capabilities are highly...
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### Best work management software 2025
> What is the best work management software in 2025? 1. Birdview. 2. Monday 3. Planview 4. Workfront 5. Hive 6. Scoro
- Published: 2024-08-08
- Modified: 2024-12-06
- URL: https://birdviewpsa.com/blog/best-work-management-software-2024/
- Categories: Project Management, Software Ratings
Explore the top work management software, essential features, and practical tips for choosing the perfect tool for your team.
Are you tired of juggling multiple tools and losing track of tasks? Does your team struggle with communication gaps and missed deadlines? Many teams face these common challenges, and the right work management software can be the solution. However, there's no need to let disorganization and inefficiency hold you back. We're here to guide you through the best options available, tailored to address your specific pain points. In this article, we'll explore the top work management software, highlight essential features, and provide practical tips for choosing the perfect tool for your team. 10 best work management software 2025 Birdview Birdview’s work management software is designed to provide a comprehensive view of your project activities, resources, and finances. It combines robustproject planning, resource management, and real-time collaboration tools in a single platform. Birdview stands out for its ability to help teams maintain organization, boost productivity, and ensure that projects are completed on time and within budget. Its user-friendly interface caters to businesses of all sizes, from small startups to large enterprises. Birdview’s advanced features enable detailed task management, precise resource allocation, and insightful reporting, making it easier for teams to track progress and make informed decisions. Additionally, its customization capabilities allow businesses to tailor the software to their specific workflows, ensuring it meets the unique needs of every team. Features: task management, resource planning, time tracking, collaboration tools, budget and cost management, customizable dashboards, reporting and analytics. Price: Starts at $9 per user per month for Birdview Project Management Lite license....
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### The Balanced Scorecard in project management: benefits and use cases
> This article explores the key components of the Balanced Scorecard, its benefits, and common implementation challenges
- Published: 2024-08-07
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/balanced-scorecard/
- Categories: Project Management
This article explores the key components of the Balanced Scorecard, its benefits, and common implementation challenges
For a project manager, ensuring projects align with strategic goals while maintaining operational efficiency can be an uphill task. In the past, performance only focused on financial metrics. However, this failed to capture the multi-dimensional nature of organizational performance. Enter the Balanced Scorecard (BSC). Developed by Dr. David Norton and Dr. Robert Kaplan in the early 1990s, the BS offers a comprehensive framework for managing and evaluating performance through a balanced approach that includes non-financial perspectives. This article delves into the core components of the BSC, the benefits it brings to project management, and the common challenges organizations face during its implementation. By exploring these aspects, we aim to provide project managers with a clear understanding of utilizing the Balanced Scorecard to drive project success. Get started with a free trial of Birdview PSA to optimize your Balanced Scorecard management processes. Try Birdview PSA for free Definition of a balanced scorecard The Balanced Scorecard (BSC) is a strategic planning and management system used by organizations to align business activities with the company's vision. The BSC helps monitor an organization's performance against strategic goals and improve business results. Initially developed by Dr. Robert Kaplan and Dr. David Norton in the early 1990s, the BSC incorporates both financial and non-financial performance measures to provide a more 'balanced' view of organizational performance. Historical background and development Kaplan and Norton introduced the BSC to address the limitations of traditional financial metrics in evaluating overall organizational performance. They argued that exclusive reliance on financial indicators...
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### Managing resource constraints in project management: types, strategies, and tips
> Explore the different types of resource constraints in project management and practical techniques and strategies to help you identify and address these constraints early.
- Published: 2024-08-06
- Modified: 2024-12-06
- URL: https://birdviewpsa.com/blog/managing-resource-constraints-in-project-management/
- Categories: Resource Management
Explore the various types of resource constraints, their causes, and their impacts on your projects. Learn effective techniques to identify and manage these constraints early on, practical tips to prevent them, and how Birdview can streamline your efforts.
Imagine managing a project where resources are perfectly aligned with your needs, deadlines are met effortlessly, and stress is minimized. Sounds ideal, right? Yet, resource constraints often stand in the way, turning project management into a juggling act. This article aims to transform how you handle these challenges. We'll explore the various types of resource constraints, their causes, and their impacts on your projects. You'll learn effective techniques to identify and manage these constraints early on, practical tips to prevent them, and how Birdview can streamline your efforts. What are resource constraints? One of the most common challenges when managing a project is dealing with resource constraints. But what exactly does this mean? Resource constraints in project management refer to limitations on the availability and allocation of resources needed to complete a project. These resources can include people, money, materials, and time. You need to understand and address these constraints to keep your project on track and ensure its success. Resource constraints types, their cause, and impact on project successResource constraints in project management arise when there is a mismatch between the resources required for a project and the resources available. These constraints can take many forms, each presenting unique challenges. Let’s take a look at each type of resource constraint, and its causes, and see their impact on the overall success of your project. 👥 Human resourcesconstraints can involve not having enough team members, lacking specific skill sets, or having team members who are overcommitted to other projects. This...
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### Automating workflow processes with PSA: best practices and benefits
> Discover how PSA tools can automate workflows, streamline operations, boost productivity, and learn best practices for PSA implementation.
- Published: 2024-08-04
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/automating-workflow-processes/
- Categories: Professional Services
Discover how PSA tools can automate workflows, streamline operations, boost productivity, and learn best practices for PSA implementation.
Efficiency and coordination are the hallmarks of successful project management. But the reality is different between the two. Managing a team full of individuals with different personalities can be an annoying task. That’s not to mention the departments involved, let alone the personnel. Spending too much time on administration can hinder project delivery and consequently dent your reputation. Thankfully, there’s a better way to deal with all the administrative tasks. Enter professional services automation (PSA) software. At this point, you must be asking yourself, what is PSA? Why should I consider this software, and how do I choose a PSA? Your worries end here because we’ll cover all this and more in this comprehensive guide. Discover how PSA tools can automate workflows, streamline operations, boost productivity, and learn best practices for PSA implementation. What is workflow automation? Workflow automation is the process of using technology to streamline and automate business processes, reducing the need for manual intervention. This involves the use of software and tools to perform repetitive tasks, manage data, and trigger actions based on predefined rules and conditions. By automating workflows, organizations can improve efficiency, reduce errors, and ensure that tasks are completed consistently and on time. Additionally, workflow automation enhances productivity by allowing employees to focus on more strategic and creative tasks, rather than getting bogged down by routine administrative work. What is professional services automation (PSA? )Professional Services Automation refers to the use of applications and software tools to automate business processes, especially those in professional...
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### Best task management software 2025
> What is the best task management software of 2025? 1. Birdview, 2. Microsoft Planner, 3. GanttPRO, 4. Connecteam, 5. Quickbase, 6. Forecast
- Published: 2024-07-31
- Modified: 2024-12-06
- URL: https://birdviewpsa.com/blog/best-task-management-software/
- Categories: Project Management, Software Ratings
Discover the best task management software and the essential features to look for in these tools, as well as the tips on selecting the perfect solution for your organization.
Efficient task management is an essential part of any organization's success. Whether you're a startup, a small business, or a large corporation, having the right task management software can streamline workflows, enhance collaboration, and boost productivity. With an array of options available, choosing the best tool for your needs can be daunting. In this article, we will guide you through the top task management software in 2025 and the essential features to look for in these tools. We will also provide tips on selecting the perfect solution for your organization. Top 13 task management software Birdview Birdview is a comprehensive project and task management software that offers a holistic approach to managing projects and tasks. Designed with an intuitive interface, Birdview allows teams to plan, execute, and monitor projects efficiently. Its powerful dashboard provides real-time insights into project progress, helping teams stay on track and make informed decisions. Birdview's flexibility and robust feature set make it suitable for various industries, including IT, marketing, and construction. Birdview offers comprehensive task management functionality by providing detailed task creation and assignment features. Users can break down large projects into manageable tasks and subtasks, assign them to team members, set priorities, and establish deadlines. The software offers customizable task statuses, making it easy to track the progress of each task from start to finish. Additionally, Birdview supports recurring tasks, ensuring that routine activities are never overlooked. Teams can collaborate seamlessly within Birdview, utilizing real-time comments, file attachments, and notifications to keep everyone on the...
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### Managing cross-functional teams in organizations: best practices
> Learn how to increase employee engagement, build management skills, using best practices for managing cross-functional teams effectively
- Published: 2024-07-29
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/managing-cross-functional-teams/
- Categories: Resource Management
Learn how to increase employee engagement, build management skills, using best practices for managing cross-functional teams effectively
The global marketplace ismore competitive than ever. And it will only get more competitive. Thanks to digital transformation and advanced collaboration technologies, we have entered a new era of teamwork. However, this comes with challenges such as lack of cooperation, common purpose and decreased trust between departments of the organization that need to be overcome. To eliminate silos, companies now have cross-functional teams. However, it's not easy to get everyone on the same page. That’s why project managers should adopt cross-team collaboration best practices. This comprehensive guide takes you into the world of cross-functional teams. Why are they necessary? Are there challenges to expect and how can you navigate the tides. Why cross-functional teams are essential Imagine trying to build a rocket with only engineers and forgetting the astronauts who will eventually live in it. That's why cross-functional teams are vital—they integrate diverse skills and perspectives, which are crucial for comprehensive problem-solving and innovation. According to McKinsey, companies with diverse teams are 35% more likely to outperform their competitors. Here’s why: Imagine a marketing specialist, software developer, financial analyst, and customer service expert working together on a project. Each person contributes unique expertise, leading to a richer understanding of challenges and opportunities. This diversity fosters creativity and results in more robust solutions. Cross-functional teams break down silos, fostering collaboration and a unified company culture. Employees learn to appreciate and leverage each other's skills, strengthening interdepartmental relationships and creating a more collaborative work environment. These teams also boost agility, allowing for...
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### Best workload management tools 2025
> What are the best workload management tools of 2025? 1. Birdview, 2. Monday, 3. Asana, 4. Basecamp, 5. Airtable
- Published: 2024-07-29
- Modified: 2024-12-06
- URL: https://birdviewpsa.com/blog/best-workload-management-tools/
- Categories: Resource Management, Software Ratings
Discover the best workload management tools of 2025 and their key features, and learn how to choose the right one for your organization
Managing workloads effectively is not just about keeping tasks on track; it's about ensuring that your team can collaborate seamlessly, meet deadlines, and maintain a healthy work-life balance. The rightworkload management toolcan make all the difference, transforming chaos into order and stress into success. In this article, we'll introduce you to the best workload management tools of 2025. We will also discuss the key features to look for in these tools and offer guidance on how to choose the right one for your organization. 10 best workload management toolsLet’s take a look at the 10 best workload management tools of 2025. Our recommendations are based on the tool’s functionality and real user reviews, ensuring you get a comprehensive view of each tool's strengths and weaknesses. Birdview Birdview is a comprehensive workload andproject management tooldesigned to streamline operations and enhance team productivity. Known for its intuitive interface, Birdview offers a robust set of features tailored to both project managers and team members, ensuring efficient task management and collaboration. It provides a unified platform where teams can plan, execute, and monitor their work, making it easier to stay on top of deadlines and deliverables. Birdview’s versatility allows it to cater to various industries, offering customizable workflows and extensive integration capabilities. Birdview provides detailedresource allocationand tracking features, ensuring that tasks are evenly distributed among team members and resources are utilized optimally. The tool's reporting and analytics capabilities give managers deep insights into project performance and team productivity, allowing for >Sign up for a...
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### Workload prioritization: steps and tips
> Explore the workload prioritization process with us and uncover tips that will help you reduce stress, meet deadlines, and achieve your goals more efficiently.
- Published: 2024-07-24
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/workload-prioritization/
- Categories: Resource Management
Explore the workload prioritization process with us and uncover tips that will help you reduce stress, meet deadlines, and achieve your goals more efficiently.
Prioritizing workload helps you focus on what truly matters, leading to increased productivity and a sense of accomplishment. Without workload prioritization, you may find yourself overwhelmed, missing deadlines, or struggling to complete important tasks. In this article, we will guide you through the workload prioritization process and share some tips to help you reduce stress, meet deadlines, and achieve your goals more efficiently. How to prioritize tasks: 8 stepsWhen you prioritize tasks, you create a structured plan that helps you focus on what truly matters. This not only increases your efficiency but also ensures that you are progressing toward your goals in a systematic manner. Without proper workload prioritization, it's easy to become overwhelmed by the sheer volume of tasks, leading to missed deadlines and subpar performance. While prioritization can be done with or without a project management tool, using one simplifies the process and clarifies task visibility. These key steps will help you prioritize your workload more effectively, maintain a better work-life balance, and achieve your objectives with less stress and more satisfaction. We will use Birdview as an example to demonstrate how a project management tool can enhance workload 1. Assess your workloadPrioritizing workload starts by making a comprehensive list of all your current tasks. Include everything you need to do, from major projects to minor errands. This gives you a clear picture of your workload prioritization and helps in planning. Be thorough and honest; list even the small tasks that you might overlook. This step ensures that no...
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### Workload management: how to balance team workloads
> Reduce burnouts, improve efficiency, and hit deadlines by learning effective workload management strategies.
- Published: 2024-07-22
- Modified: 2025-01-20
- URL: https://birdviewpsa.com/blog/how-to-balance-team-workloads/
- Categories: Resource Management
Reduce burnouts, improve efficiency, and hit deadlines by learning effective workload management strategies.
For any project to come to a close successfully, each team member must play their part. However, that’s not always the case. As a project manager, chances are you’ve missed deadlines or failed to deliver the required quality of work because your team members dropped the ball. But have you taken time to analyze the entire project to find out what the problem could have been? Workload imbalances are often major causes of missed project deadlines leading to delays, decreased productivity, and increased stress among team members. According to aGallup survey, employees who experience high levels of workload imbalance are 2. 6 times more likely to experience burnout. This guide will delve into the intricacies of workload management, providing actionable strategies to optimize your team's performance. By mastering effective workload management techniques, you can minimize burnout, boost efficiency, and consistently meet project deadlines. What is workload management? Workload management is the process of allocating tasks and responsibilities to team members in a way that maximizes efficiency and productivity. Essentially, it’s about striking a balance between the available resources and the capacity to handle the tasks at hand. Striking this balance ensures everyone is working at their optimal capacity without feeling overwhelmed. Why is workload management important? Effective workload management is essential for various reasons. First, effective workload management improves workplace productivity. A well-balanced team can achieve more in less time. Second, it enhances employee satisfaction. No one likes to feel overworked or undervalued. Third, it increases client satisfaction and loyalty....
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### Project time tracking for consultants and professional services
> Explore the fundamentals of time tracking and see how Birdview’s project time tracking can be used by consultants and in professional services to optimize project management processes.
- Published: 2024-07-22
- Modified: 2024-07-23
- URL: https://birdviewpsa.com/blog/project-time-tracking-for-consultants-and-professional-services/
- Categories: Project Management
Explore the fundamentals of time tracking and see how Birdview’s project time tracking can be used by consultants and in professional services to optimize project management processes.
Time tracking is a powerful tool that helps ensure accuracy in billing and invoicing, provides insights into productivity, and identifies opportunities for improvement. Whether you're new to time tracking or looking to optimize your current processes, this guide will explore the fundamentals of project time tracking for consultants and professional services and demonstrate how Birdview can be used to optimize your project management processes. Why time tracking is importantBefore we get to the actual project time-tracking feature, let’s figure out why it is so important. Time tracking is more than just a method for recording hours worked; it's a fundamental practice that underpins the success and efficiency of any project. By systematically tracking time, you gain a wealth of data that can transform how you manage projects, allocate resources, and bill clients. Accurate project time tracking for consultants and professional services: Ensures that all billable hours are accounted for, leading to precise client invoices and reducing disputes over time charges. Provides a clear picture of how much time has been spenton various tasks and projects, helping you keep projects on track and identify productivity trends and areas where improvements can be made. Helps in understanding workload distribution, making it easier to allocate resources efficiently and avoid overburdening team members. Tracks project costsby monitoring the time spent on tasks, which is crucial for budgeting and financial planning. Builds trust with clientsby providing detailed time logs and reports that justify billing and show how time was spent on their projects. Aids in...
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### Workload management strategies: techniques and examples
> Discover five proven workload management strategies, complete with real-life examples to help you see how these techniques can be applied in practice.
- Published: 2024-07-19
- Modified: 2025-04-01
- URL: https://birdviewpsa.com/blog/workload-management-strategies/
- Categories: Resource Management
Discover five proven workload management strategies, complete with real-life examples to help you see how these techniques can be applied in practice.
Managing your workload effectively is crucialto maintaining productivity and reducing stress. Whether you’re juggling multiple projects, managing a team, or simply trying to stay on top of daily tasks, having the right strategies in place can make all the difference. This article will guide you through several proven workload management strategies, complete with real-life examples to help you see how these techniques can be applied in practice. 1. Prioritization techniques Goal: Prioritization techniques help you determine which tasks should be addressed first based on their importance and urgency. By effectively prioritizing, you can focus on high-impact activities that drive results and prevent less importanttasks from consuming too much of your time. Strategy: Eisenhower MatrixThe Eisenhower Matrix is a workload management strategy that helps you categorize tasks based on their urgency and importance. How to start: 1. List all Tasks:Begin by listing every task you have on your plate. This comprehensive inventory will form the basis for your matrix categorization. 2. Categorize Each Task:Divide your tasks into four quadrants: Urgent and Important: Tasks you should do immediately. Important but Not Urgent: Tasks you should schedule to do later. Urgent but Not Important: Tasks you should delegate. Neither Urgent nor Important: Tasks you should eliminate. 3. Prioritize and Plan Execution:Focus on completing tasks in the "Urgent and Important" quadrant first. Schedule times for "Important but Not Urgent" tasks. Delegate "Urgent but Not Important" tasks, and actively eliminate any tasks that fall into the "Neither Urgent nor Important" category. Example: Imagine you’re a...
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### Workload planning: a practical guide
> Get practical tips to help you implement workload planning efficiently within your organization.
- Published: 2024-07-18
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/workload-planning-guide/
- Categories: Resource Management
This guide delves into the significance of workload planning and offers actionable advice on implementing it effectively within your organization.
Are you aiming to achieve your organization's goals while maintaining a healthy work environment? This guide delves into the significance ofworkload planningand offers actionable advice on implementing it effectively within your organization. It is tailored for managers, team leaders, or anyone looking to optimize their personal or team workload. Why workload planning is importantHave you ever wondered why some teams excel in delivering projects on time while others struggle with delays and burnout? The answer often lies in how they manage their workloads. Workload planning involves distributing tasks and responsibilities evenly among team members. Workload planning implementation helps you: Assessing workloads:Start by evaluating the current workload of each team member. How are tasks currently being managed, and where is the pressure most intense? Prioritizing tasks:What are the high-priority tasks that will drive your project forward? Identify these to ensure focus where it's most needed. Allocating resources wisely:Are resources being utilized to their fullest potential? Allocating the right resources to the right tasks can prevent overburdening and underutilization. Setting realistic deadlines:How often are project timelines met? Setting achievable deadlines is key to maintaining team morale and productivity. Workload planning is more than just good practice; it's a necessity for preventing task overload and ensuring an efficient flow of operations. By investing time in a structured approach to workload planning, you lay the groundwork for a more organized, productive, and motivated team. Implementing these strategies effectively requires a commitment to regular review and adjustment of workloads, ensuring that your team not...
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### Birdview recognized in G2's top 10 for project and portfolio management
> Discover why G2 has recognized Birdview as one of the top 10 providers in the Project and Portfolio Management (PPM) category for Enterprise and Mid-Market sectors.
- Published: 2024-07-17
- Modified: 2024-07-17
- URL: https://birdviewpsa.com/blog/birdview-recognized-in-g2s-top-10/
- Categories: Project Management
We are excited to share that G2 has recognized Birdview as one of the top 10 providers in the Project and Portfolio Management (PPM) category for Enterprise and Mid-Market sectors in their latest Summer 2024 report. This recognition was made possible thanks to the feedback and support from our users, and we are very grateful to all of you. Birdview’s performance extends beyond the overall ranking, with significant achievements in specific indexes. Birdview is also in the top 5 for Project and Portfolio Management Implementation Index (Enterprise and Mid-Market), reflecting its implementation capabilities. Factors contributing to this score include deployment efficiency and comprehensive implementation support. Project and Portfolio Management Results Index (Mid-Market), showcasing its great results in terms of estimated return on investment, meeting user requirements, user adoption, and high likelihood to recommend. Project and Portfolio Management Usability Index (Enterprise), emphasizing its ease of use, straightforward administration, and high adoption rates among enterprise users. What is G2? G2 is a platform for business software reviews, providing insights based on authentic user feedback. The platform aids businesses in making informed software purchasing decisions by aggregating user reviews, ratings, and market presence data. G2's reports are highly regarded in the industry, offering a credible and unbiased view of the best software products available. Ranking criteria G2's ranking for Project and Portfolio Management software is derived from a comprehensive analysis based on customer satisfaction and market presence. To qualify for the Project and Portfolio Management ranking, products must have received at least ten...
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### Resource Leveling and Resource Smoothing what is Differences
> Masterfully combining resource leveling and resource smoothing ensures your team stays balanced, productive and prevents burnout.
- Published: 2024-06-26
- Modified: 2024-09-02
- URL: https://birdviewpsa.com/blog/resource-leveling-vs-resource-smoothing/
- Categories: Professional Services, Resource Management
Masterfully combining resource leveling and resource smoothing ensures your team stays balanced, productive and prevents burnout.
When managing projects of varying complexity, project managers inevitably face the challenge of utilizing resources efficiently, particularly human resources. They must skillfully balance the importance of meeting project deadlines with the goal of achieving financial success. Masterfully combining resource leveling and resource smoothing ensures your team stays balanced, productive and prevents burnout. Let's dive into what these techniques entail, their differences, and how to apply them effectively in project management. What is resource leveling? Resource levelingis an essential technique for when resource availability becomes a critical concern. It involves meticulously adjusting the start and end dates of tasks to prevent over-allocation of resources. While this may often mean extending the project timeline, it ensures that every team member is working within their capacity, ultimately leading to a more sustainable and manageable project. Benefits of resource leveling For a project manager, there are many benefits to using resource leveling. By adjusting project timelines according to resource availability, we can prevent delays and ensure successful project completion. The resource leveling method distributes tasks evenly, minimizing burnout. It also provides clear insight into resource allocation and timing, facilitating informed decision-making. We can easily track progress, identify potential problems early, and make necessary adjustments. This method helps keep projects within budget constraints, reducing the risk of cost overruns. Disadvantages of resource leveling As a project manager, I've found that while resource leveling is crucial for maintaining balanced workloads and preventing burnout, it comes with its own challenges. By distributing tasks evenly and aligning them...
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### Best enterprise collaboration tools 2025
> What are the best enterprise collaboration tools? Discover our list of enterprise collaboration platforms, key features to look for, and how to choose the best option for your large-scale projects.
- Published: 2024-06-26
- Modified: 2024-12-06
- URL: https://birdviewpsa.com/blog/best-enterprise-collaboration-tools/
- Categories: Project Management, Software Ratings
Discover our list of enterprise collaboration platforms, key features to look for, and how to choose the best option for your large-scale projects.
Imagine a workplace where collaboration is effortless, communication flows seamlessly, and productivity soars. In today’s digital age, this isn’t just a dream – it’s a reality made possible by enterprise collaboration software. As businesses evolve, the tools they use must keep pace, ensuring teams can work together efficiently, regardless of their physical locations. In this article, we will not only highlight some of the top enterprisecollaboration toolsavailable in 2025 but will also explore the critical features of collaboration software, and guide you on how to choose the right solution for your needs. Table of contents: 15 top enterprise collaboration software Key enterprise collaboration software features to look for How to choose the right enterprise collaboration tools for your organization 15 top enterprise collaboration softwareSelecting the right enterprise collaboration tool can transform how your team works, enhancing productivity, communication, and overall efficiency. From project management to real-time communication and visual collaboration, these tools offer a variety of features tailored to meet the diverse needs of modern enterprises. Below, we introduce 15 top enterprise collaboration tools that can help your team work smarter and more cohesively. Birdview Birdview is a comprehensiveproject management tooldesigned to streamline complex projects and improve team efficiency. It caters to various industries by offering advanced project planning, resource management, and real-time enterprise collaboration tools. Birdview aims to provide a holistic view of project progress and resource allocation, making it easier for managers to make informed decisions and keep projects on track. The platform is particularly known for its...
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### Birdview is in the top 10 of Software Advice FrontRunners for Kanban Tools
> Learn why Birdview has been ranked among the top 10 Kanban tools in the latest Software Advice FrontRunners for Kanban Tools report.
- Published: 2024-06-25
- Modified: 2024-09-17
- URL: https://birdviewpsa.com/blog/birdview-is-in-the-top-10-of-software-advice-frontrunners-for-kanban-tools/
- Categories: Product News, Software Ratings
We are thrilled to announce that Birdview has been ranked among the top 10 Kanban tools in the latestSoftware Advice FrontRunners for Kanban Tools report. We are grateful for the support and feedback from our community, which has helped us achieve this honor. What is Software Advice? Software Advice is a trusted resource for software buyers, offering unbiased research, expert advice, and reviews to help businesses make informed decisions. It helps organizations of all sizes find the right software solutions to meet their needs. Software Advice offers a comprehensive database of software products across various industries and guides businesses through the software selection process, ensuring they make informed decisions. Ranking criteriaTo be eligible for the Software Advice FrontRunners report, products must meet the following criteria: User reviews A product must have at least 20 unique user reviews in the last 24 months. This ensures that the ratings reflect recent and relevant user experiences. Kanban functionality The product must either be a stand-alone Kanban software or offer robust Kanban features within a larger suite. Core features The software must offer key functionalities such as prioritization, task management, and visual workflow management. These features are essential for effective Kanban tools. Why Birdview? Birdview has been designed with a focus on simplicity, efficiency, and user satisfaction. Our platformoffers a user-friendly interfacethat makes it easy for teams to adopt and start using Kanban boards effectively. The visual workflow management is intuitive, allowing users to see the status of tasks at a glance. Birdview alsoallows...
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### Resource smoothing (examples, benefits & how to apply)
> Learn how resource smoothing balances resource usage by adjusting the schedule, ensuring efficiency while maintaining the project's end date.
- Published: 2024-06-23
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/resource-smoothing/
- Categories: Resource Management
Welcome to the magical land of project management, where every task is crucial, every deadline is sacred, and every resource is... well, usually overbooked. Resource smoothing is here to save the day. This guide will explain resource smoothing, why it's beneficial, and how to implement it, all sprinkled with real-world examples. Learn how resource smoothing balances resource usage by adjusting the schedule, ensuring efficiency while maintaining the project's end date. What is resource smoothing? Resource smoothing is a technique used in project management to balance resource usage without overloading any team members and while keeping the project’s end date intact. Imagine planning a detailed schedule for a construction project. Instead of having all the workers and equipment intensely busy one week and idle the next, resource smoothing involves spreading tasks evenly over time. This ensures that all resources are used efficiently, maintains a steady workflow, and avoids bottlenecks or downtime, leading to a more balanced and manageable project timeline. Table of Contents: What is resource smoothing? Resource smoothing vs. resource leveling Benefits of resource smoothing The resource-smoothing process Examples of resource smoothing Project management software for resource smoothing How to apply project management software for resource smoothing How to do resource smoothing in Birdview PSA Resource smoothing vs. resource leveling: what's the differenceResource smoothing and resource leveling are key techniques in project management, each addressing different constraints. Resource smoothing meets project deadlines by adjusting the schedule to avoid resource demand spikes. The goal is to complete the work on time while...
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### Best project time tracking software 2025
> What is the best project management software with time tracking? Discover top time tracking tools, their key features, and learn how to choose the best option for your team.
- Published: 2024-06-21
- Modified: 2025-03-27
- URL: https://birdviewpsa.com/blog/best-time-tracking-software/
- Categories: Project Management, Software Ratings
Discover top time tracking tools, their key features, and learn how to choose the best option for your team.
Whether you're a freelancer juggling multiple projects, a small business owner, or part of a large corporation, keeping track of where your time goes can significantly impact productivity and profitability. That's where projecttime tracking software comes in. Time tracking software offers a range of features designed to help you monitor and optimize how you spend your time. From simple timers to comprehensive project management tools, these applications can provide valuable insights into your daily activities, helping you make more informed decisions and improve overall efficiency. In this article, we'll explore some of the best projecttime tracking softwareoptions available in 2025 and provide you with the information you need to choose the right one for your needs. 10top project time tracking tools Birdview Birdview is a comprehensiveproject management softwarewith time tracking functionalitydesigned to streamline your workflow and boost productivity. It offers robust features to help manage tasks, track project progress, and collaborate effectively with team members. Birdview’s intuitive interface and powerful reporting tools make it a top choice for professionals looking to optimize their time management. Birdview offers a suite of features tailored to meet the needs of businesses of all sizes, from freelancers to large corporations. Birdview excels in providing detailed insights into how time is spent across various projects and tasks, helping you make >seamless integrationswith other popular tools, Birdview is designed to fit effortlessly into your existing workflow, ensuring that your data is protected and your operations are smooth. Features: Project planning and scheduling, Real-time collaboration, Time tracking,...
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### Resource leveling (definition and examples)
> Resource leveling balances resource demand with availability, ensuring deadlines are met and resources are used efficiently.
- Published: 2024-06-21
- Modified: 2024-11-28
- URL: https://birdviewpsa.com/blog/what-is-resource-leveling/
- Categories: Resource Management
Resource leveling balances resource demand with availability, ensuring deadlines are met and resources are used efficiently.
Resource leveling balances resource demand with availability, ensuring deadlines are met and resources are used efficiently. When managing projects, I, as a project manager, often have to face problems or events that require more resources than are available. This situation often arises when you have to plan different tasks simultaneously that employ the same resources, for example, designers in marketing projects. Resource leveling is my go-to strategy for addressing this. By adjusting the start and end dates of tasks, I ensure resources are distributed more evenly over time. In other cases, tasks need to be rescheduled, resource allocations changed, and the project schedule adjusted. This approach helps me keep the project on track, maintain momentum, and prevent team burnout. Thus, we can say that resource leveling is a project management technique used to resolve resource conflicts by adjusting the project schedule. What is resource leveling? Thus, resource leveling aims to balance the demand for resources with the available supply. The goal is to meet deadlines while optimizing resource usage effectively. When resources are over-allocated or there are conflicts in the schedule, project managers must adjust timelines and reassign tasks to ensure smooth project execution. This approach ensures that resources are allocated efficiently without overburdening team members or causing delays. This is especially valuable in the professional services industry, where projects often require multiple tasks and resource constraints. Here's a detailed overview of resource leveling, including techniques and practical examples for professional services firms. Techniques for resource leveling Resource leveling is...
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### Resource capacity planning for project management - Guide 2025
> Best practices and strategies for resource capacity planning in project management. Forecast better demand and balance workloads.
- Published: 2024-06-19
- Modified: 2025-02-18
- URL: https://birdviewpsa.com/blog/adefinitive-guide-to-resource-capacity-planning/
- Categories: Resource Management
Best practices and strategies for resource capacity planning in project management. Forecast better demand and balance workloads. "Failure to plan is planning to fail. " The wise words from Winston Churchill continue to reverberate in the 21st century and every aspect of our lives. Project managementis not just about starting and completing a task successfully. It’s also about planning how to execute the task, days, weeks, months, or even years in advance. This is where resource capacity comes in. In this process, the planner must ensure the team and tools are utilized optimally to meet project goals. Without this planning, projects can face delays, cost overruns, and resource bottlenecks, leading to dissatisfied stakeholders and stressed teams. From defining what constitutes a resource in this context to tackling common challenges and leveraging advanced tools, we’ll cover everything you need to know to master resource capacity planningUnderstanding resource capacity planningBefore delving into the intricacies of resource capacity planning, it’s vital to learn what it’s about. Put simply, resource capacity planning involves matching the available resources with the demands of a project. This process ensures you have the right resources at the right time to complete your projects successfully. Look at this as a forecast of what to expect. Resources here can be equipment, funds, equipment, personnel, or materials among others. However, since we’ll delve into project management, we’ll train our focus on personnel. For effective planning, the entire process can be done by a capacity planner or a resource manager. Efficient resource...
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### Work breakdown structure (WBS) in project management
> What is a WBS in project management? Discover key types and components of WBS, real-life examples, and how to create an effective WBS for your project.
- Published: 2024-06-17
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/work-breakdown-structure-wbs-in-project-management/
- Categories: Project Management
Discover key types and components of WBS, real-life examples, and how to create an effective WBS for your project.
Whether you're a seasoned project manager or just starting out, getting a handle on the Work Breakdown Structure (WBS) can make a huge difference in how smoothly your projects run. Think of a WBS as your project's blueprint—it breaks everything down into manageable chunks, making it easier to plan, organize, and control every aspect of your work. In this article, we'll walk you through everything you need to know about WBS. You'll learn what a WBS is, why it's crucial for your projects, and how to create and use one effectively. We'll also cover the different types of WBS, and explore how modern tools likeBirdview project management softwarecan make your life a whole lot easier. What is a work breakdown structure (WBS)? A work breakdown structure (WBS) is a project management tool that breaks down a project into smaller, more manageable components. This hierarchical decomposition allows project managers to define the project's scope clearly and ensure that all necessary tasks are identified and assigned. The WBS is divided into levels, starting with the overall project at the top and breaking it down into deliverables, tasks, and sub-tasks. Components of WBSUnderstanding aWBS's key componentsis crucial for effectively utilizing it. Each component plays a vital role in ensuring its comprehensiveness and practicality. Top level: project title At the very top of the WBS is the project title or the final deliverable. This represents the overall objective or goal of the project. For our example, the top level would be "Develop New Software...
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### Project resource management with Gantt charts - a how-to guide
> Here’s a concise guide on how to use Gantt charts for optimal resource management. Visualize timelines, allocate resources, and track progress in real-time.
- Published: 2024-06-14
- Modified: 2024-12-18
- URL: https://birdviewpsa.com/blog/managing-resources-with-gantt-charts/
- Categories: Resource Management
As a project manager, you understand how important it is to properly manage resources for the success of your projects. Balancing the workload to keep team members engaged but not overwhelmed is challenging, especially given equipment and budget constraints. So, how do you ensure the right resources are available at the right time? The answer lies in effective resource management. Let's look at how to effectively plan and manage project resources using a Gantt chart. There are many tools available to create a Gantt chart, such as Birdview PSA, Microsoft Project, or Asana. In our examples, we'll use Birdview PSA, a modern software designed for managing internal company projects and projects in professional services. Birdview PSA's interactive Gantt chart is designed for planning projects and managing resources using a convenient visual interface. How to manage project resources with a Gantt chart Begin by entering all your project tasks into the software. For each task, specify the duration it will take to complete, identify dependencies between tasks, and set significant milestones to track progress. By setting milestones at key points in the project, you can monitor progress and control the project schedule. Each milestone establishes a clear goal for the team to strive for and allows you to measure the project's progress against its plan. Birdview is equipped with user-friendly features such as drag-and-drop functionality. This makes it easy to rearrange tasks, extend or shorten deadlines, and make other necessary adjustments on the fly. For example, if a task is late,...
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### 12 best marketing project management tools 2025
> Marketing project management software is a tool designed to help marketing teams plan, execute, and track their campaigns efficiently.
- Published: 2024-06-12
- Modified: 2025-03-27
- URL: https://birdviewpsa.com/blog/best-marketing-project-management-software/
- Categories: Marketing, Project Management, Software Ratings
Explore the best marketing project management software available, designed to optimize your workflow and help your team succeed in driving growth and results.
In today's fast-paced digital world, managing marketing projects requires more than just creativity and strategy. It demands effective coordination, resource allocation, and seamless collaboration across teams. The right project management software can streamline these processes, helping marketing teams deliver campaigns on time, stay within budget, and meet performance goals. In this guide, we'll explore the best marketing project management software available, designed to optimize your workflow and help your team succeed in driving growth and results. What is marketing project management software? Marketing project management software is a tool designed to help marketing teams plan, execute, and track their campaigns efficiently. It allows teams to organize tasks, allocate resources, manage timelines, and collaborate seamlessly across different departments. By offering features like campaign planning, task management, reporting, and collaboration tools, this software ensures that marketing projects stay on track, from initial concept to final delivery. It’s essential for managing everything from daily tasks to large-scale marketing campaigns, helping teams meet deadlines, stay within budget, and achieve their goals. Essential features of marketing project management toolsWhen you're on the hunt for the perfect project management software for your marketing team, it's easy to feel overwhelmed by the sheer number of options available. Each tool offers a great number of features, but which ones truly matter for your specific needs? The key is to focus on functionalities that will enhance your team's productivity, streamline your processes, and improve overall collaboration. Let’s have a look at the essential features you should prioritize when evaluating...
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### Capacity planning and resource planning: what is difference?
> Discover how capacity planning ensures future resource availability while resource planning optimizes current allocation and scheduling.
- Published: 2024-06-09
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/capacity-and-resource-planning-what-is-different/
- Categories: Resource Management
If you’re in the professional services industry, you know how crucial it is to have the right resources available and used efficiently to complete projects successfully. Two vital components of resource management in professional services are capacity planning and resource scheduling. Though often confused, they play distinct roles. This article dives into the differences between the two, highlighting their significance and how they work together to ensure project success. Discover how capacity planning secures future resource availability, while resource scheduling fine-tunes the allocation and timing for optimal performance right now. What is capacity planning? “Volatile and non-stationary demand, very complex production processes, long production and capacity acquisition lead times, and extremely high and rarely reversible capacity acquisition costs make capacity planning in the high-tech industry a particularly challenging managerial task. ” European Journal of Operational Research Capacity planning is a strategic process where you determine the production and human capacity your organization needs to meet changing demands. It’s all about making sure you have the right resources at the right time, so you don’t overstretch or underutilize them. The goal is to ensure that skilled resources are available to meet growing customer and business needs. This involves preparing for any changes that might come up during a project, so your team can adapt and respond effectively. This proactive approach keeps projects running smoothly and aligns resources with evolving requirements. Key elements of capacity planning Forecasting: Predicting future demand based on historical data, market trends, and business growth projections. Resource assessment: Evaluating...
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### Capacity Planning: The Ultimate Guide (2025)
> Capacity planning in professional services ensures timely and efficient resource use, avoiding both overuse and underuse. Benefits, Best Practices.
- Published: 2024-05-29
- Modified: 2025-02-18
- URL: https://birdviewpsa.com/blog/what-is-capacity-planning/
- Categories: Professional Services, Resource Management
Capacity planning in professional services ensures timely and efficient resource use, avoiding both overuse and underuse. Benefits, Best Practices.
Capacity planning is more than just a buzzword in project management—it's a vital strategy that can make or break the success of your projects. Imagine trying to run a marathon without knowing if you have the stamina to finish; that’s what managing a project without capacity planning feels like. The goal of this article is to provide you with a comprehensive understanding of capacity planning. Whether you're new to the concept or looking to refine your current strategies, we'll guide you through the essentials of capacity planning, its key elements, and the steps involved. By the end, you’ll have actionable insights and practical tips to implement effective capacity planning in your organization. By the end of this article, you'll understand how to harness the power of capacity planning to enhance efficiency, save costs, and boost overall project success. So, let's dive in! What is capacity planning? Capacity planning in professional services ensures timely and efficient resource use, avoiding both overuse and underuse. Capacity planning is a cornerstone of project management, especially for professional services teams. It involves determining the resources—be it personnel, technology, or facilities—needed to meet future client demands efficiently and effectively. In simple terms, capacity planning is about aligning your available resources with the workload ahead. It’s about understanding what you have now, predicting what you’ll need in the future, and making a plan to ensure you meet those needs without overwhelming your team or wasting valuable assets. Types of capacity planningFor professional services organizations, capacity planning can...
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### Best Gantt chart software 2025
> What is the best Gantt chart software? Learn how to choose an online Gantt chart tool for your project management team and what features it must have.
- Published: 2024-05-23
- Modified: 2025-02-18
- URL: https://birdviewpsa.com/blog/best-gantt-chart-software/
- Categories: Project Management
Learn how to choose an online Gantt chart tool for your project management team and what features it must have.
In the bustling world of project management, Gantt chart software stands out as a vital tool for visualizingproject timelinesand effectively managing tasks. This type of software translates complex project details into easy-to-understand visual timelines, greatly enhancing planning, tracking, and team collaboration. Whether you're juggling multiple projects at once or focusing on a single critical initiative, Gantt chart software provides a clear overview of all project activities—their start dates, due dates, and how they overlap—allowing for better strategic planning and decision-making. As we explore the capabilities and user experiences of various Gantt chart software, this article aims to guide you in choosing the right tool to streamline yourproject managementprocesses, enhance productivity, and drive successful project outcomes. What is Gantt chart software? Gantt chart software is a powerful tool that helps you visualize project timelines and manage tasks effectively. Imagine being able to see all your project activities—when they start, when they're due, and how they overlap—with just a glance. That's the power of a Gantt chart. This type of software transforms complex project information into easy-to-understand timelines, enabling better planning, tracking, andcollaboration among teams. Gantt charts bring a unique clarity to project management that you don't get with standard table or calendar views. While tables are great for listing out the details of tasks—like who’s in charge and when things are due—they don’t show you how these tasks connect or impact each other. Calendars give you a good sense of timing but fall short on showing the full picture of your...
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### Best approval workflow software for creative and non-creative teams 2025
> Discover the five best approval workflow software tailored for creative and marketing teams and an additional five curated for non-creative industries to find the one that fits you best.
- Published: 2024-05-13
- Modified: 2025-02-18
- URL: https://birdviewpsa.com/blog/best-approval-workflow-software/
- Categories: Resource Management
Discover the best approval workflow software tailored for creative and non-creative industries to find the one that fits you best.
Whether you're sculpting innovative designs or orchestrating logistical operations, the importance of efficient approval processes cannot be overstated. In today's dynamic business landscape, streamlined workflows are the linchpin of success, transcending industry boundaries. In this article, we will explore five best approval workflow software tailored forcreative teamsand an additional five curated for industries beyond the realm of creativity. 5 best approval workflow software for creative and marketing teamsCreative andmarketing teamsneed approval software that is especially adept at handling rich media, collaboration in real-time, and providing clear feedback loops. Here are five best approval workflow software options that cater specifically to the needs of creative and marketing professionals. Birdview Professional Services Birdview Professional Services enhances project and team management by streamlining communication and approval processes. It allows users to upload images directly into tasks, add comments, and mark specific areas for suggested edits, enabling instant feedback and accelerating project delivery. Team members can easily comment on projects and tasks and send messages from the Activity Center, maintaining clear andcontinuous communication. Additionally, Birdview's built-in Approval Workflows expedite the approval process; team members can request approvals within tasks, and designated approvers are immediately notified, streamlining decision-making and enhancing overall project flow. Moreover, Birdview seamlessly connects with OneDrive and SharePoint, facilitating users to effortlessly exchange files across various projects and activitiesOther features: Project planning and scheduling, Time tracking, Budget management, Resource planning and allocation, Real-time analytics and reporting, Customizable dashboardsTrial: A free 14-day trial is available, with the possibility of extending the trial period...
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### Project Proposal Automation Guide: Components, Process, Benefits & Tools
> Harnessing the Power of Generative AI and Professional Services Automation to Automate Project Proposals. Process, Benefits & Tools.
- Published: 2024-05-10
- Modified: 2025-03-20
- URL: https://birdviewpsa.com/blog/project-proposal-automation-guide/
- Categories: Professional Services
Harnessing the Power of Generative AI and Professional Services Automation to Automate Project ProposalsCreating a successful project proposal can be the gateway to unlocking exciting opportunities and essential funding for your projects. Whether aiming to win a new client or get the green light for a departmental initiative, a well-crafted proposal spells the difference between a yes and a no. What is proposal automation? In essence, a project proposal is a detailed pitch outlining your project's framework, goals, and how you plan to achieve them—it's your chance to convince stakeholders that your project is worthwhile and that you have a solid plan to execute it. In the competitive realm of service companies, the ability to swiftly and effectively generate project proposals can be a game-changer. Crafting detailed, compelling proposals is often a painstaking process, fraught with challenges that can delay submission and impact the quality of the final document. This is where the power of automation and artificial intelligence comes into play, transforming a traditionally labor-intensive process into a streamlined, efficient operation. By combining generative AI tools like ChatGPT and professional services automation (PSA) software like Birdview PSA, service companies can significantly reduce the time spent on routine proposal tasks, allowing them to focus more on strategy and less on administration. This article will explore the nuts and bolts of what makes a project proposal excellent and plentiful. We'll cover all bases, from structuring your document to choosing the right words to captivate your audience. Plus, we'll explore how leveraging...
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### Сommon Project Risks and How to Overcome Them - Ultimate Guide
> Discover common project risks across industries and learn strategies to identify, mitigate, and manage them for project success.
- Published: 2024-05-09
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/common-project-risks-and-how-to-overcome-them/
- Categories: Project Management
Every project manager's ultimate goal is to deliver a project on time and within budget. However, some risk factors may hinder this process. Most importantly, project managers do not work in isolation; they lead a team of people with diverse talents, each contributing to the project's overall outcome. “Talent wins games, but teamwork and intelligence win championships. ”Michael JordanSkillfully managing team members is an art in itself, and this is where you, the project manager, play a critical role in minimizing project risks. While managing some teams and projects can be simple, others can be so complex that they compromise project completion and quality. Projects in engineering, IT, marketing, professional services, or any other field inherently involve risk. In this article, we will introduce you to the fundamental aspects of project and team management, ensuring that all your projects are set up for success. What are Project Risks? Understanding Project Risk involves recognizing and analyzing the potential issues that could negatively impact a project. It's about foreseeing problems that might arise from various sources, such as financial uncertainties, technological failures, resource shortages, or external factors like regulatory changes. The key is identifying these risks and evaluating their likelihood and potential impact on the project's objectives. Effective project risk management requires a proactive approach: anticipating challenges, planning responses, and implementing strategies that minimize risk exposure. By thoroughly understanding project risks, managers can prepare more robust plans, ensuring that the project remains on track and within budget despite the uncertainties that lie...
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### Approval workflow software: your guide to streamlined operations
> Discover more about approval management software, its benefits, and features, and learn how to choose the best approval workflow software for your team.
- Published: 2024-05-09
- Modified: 2025-04-16
- URL: https://birdviewpsa.com/blog/approval-workflow-software-guide/
- Categories: Marketing, Project Management
Discover more about approval management software, its benefits, and features, and learn how to choose the best approval workflow software for your team.
In the rapidly evolving digital landscape, approval software has become an indispensable tool for businesses aiming to streamline decision-making processes and enhance workflow efficiency. This article will provide essential knowledge about the approval software, it’s distinguish features and will help you select the perfect tool for your team, creative or not. Whether you're part of a dynamic marketing team or operating in a more traditional sector, this guide covers everything you need to know. What is approval workflow software? Approval workflow software is a type of application designed to manage, automate, and optimize the approval process within an organization. It serves as a critical component in workflow management, enabling teams to route documents, designs, and other items through a structured approval chain. Frommarketing campaignsto financial expenditures and operational decisions, approval software ensures that all actions receive the necessary oversight and validation before implementation. How approval workflow software can benefit your company? Approval software offers numerous advantages that can transform organizational processes, improving both efficiency and productivity. It is not just a tool for automating routine tasks; it's a comprehensive solution that enhances every facet of organizational operations, fostering a culture of efficiency and precision. Let's explore how such software can transform business processes, facilitate betterresource management, and ultimately drive success through improved operational efficiency. Streamlined approval processesApproval workflow software automates and optimizes the flow of information, ensuring that documents, projects, and requests move through the system smoothly and without unnecessary delays. Automationhelps standardize the approval process, reducing the likelihood of errors...
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### Big update to Birdview's time management functionality
> Discover the latest enhancements to our time management functionality, designed to make your user experience smoother and more intuitive.
- Published: 2024-05-07
- Modified: 2024-05-07
- URL: https://birdviewpsa.com/blog/time-management-updates/
- Categories: Product News
Discover the latest enhancements to our time management functionality, designed to make your experience smoother and more intuitive.
We are happy to announce the latest enhancements to our time management functionality, designed to make your experience smoother and more intuitive. Let's take a closer look at each update. We hope they will significantly enhance your ability to manage time efficiently and effectively at Birdview. Time logs locking featureOur new time logs locking feature enhances control over time entries, ensuring data integrity and compliance with company policies. Available exclusively for Birdview’s Enterprise licenses, this feature can be enabled underCompany settings > Account setting > Advanced settings > Time tracking policy. Administrators retain the ability to override settings and log time as needed. However, restrictions can be applied to prevent time logging on activities that are too far in the past (options include 1, 5, 7, 15, or 30 days) or on activities that are already closed. Despite these restrictions, project managers with the “Time entries: edit all” permission can still log time, ensuring flexibility where necessary. Expanded timer accessibilityWe’ve expanded the accessibility of our timer feature, which was previously only available on the “My assignments” page. Now, users can activate the timer from the activity details, the platform header, and even from a browser tab. This means you can start the timer in one section of Birdview and stop it in another. The timer will also continue running in an open browser tab, keeping you on track. Unified time entry pop-ups and pop-oversPreviously, the time entry pop-ups and pop-overs across various platform locations — including My assignments, Weekly timesheets,...
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### Project Dashboards: types, examples, and benefits
> Learn how to create an effective project dashboard purpose-built for your needs. Discover project dashboard examples, common mistakes in dashboards, and how to avoid them.
- Published: 2024-05-07
- Modified: 2025-01-08
- URL: https://birdviewpsa.com/blog/project-dashboards-101/
- Categories: Project Management, Software Ratings
Learn how to create an effective project dashboard purpose-built for your needs. Discover project dashboard examples, common mistakes in dashboards, and how to avoid them.
This article will explore the diverse types of project dashboards available, each tailored to meet different strategic, operational, and analytical needs. We will also share our practical guide on effectively designing and implementing these project dashboards, ensuring they are informative and adaptable to the project’s evolving requirements. Whether you're a project manager, an executive, or a team member, understanding how to leverage project dashboards can dramatically enhance your project's organization and outcome. Project dashboards are essential tools in modern project management. They provide teams and stakeholders with a visual and real-time overview of a project's vital signs. These dashboards are a central hub for >Enhanced transparency Project management dashboards provide an at-a-glance view of all key project metrics, making it easy for team members and stakeholders to stay informed about the project's status. This transparency helps in building trust and accountability, as everyone can see the same data in real time. Improved communication With a centralized platform displaying critical project information, communication barriers are reduced. Team members can quickly identify who is working on what, which tasks are pending, and if there are any bottlenecks affecting progress. This streamlined communication ensures that everyone is on the same page, reducing the likelihood of misunderstandings or information silos. >Time savings Project dashboards automate the process of collecting and reporting data. This saves project managers and team members significant amounts of time, as they no longer need to manually compile reports from various sources. The time saved can be redirected towards more strategic...
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### Project Management Challenges and How to Overcome Them
> Understanding project management challenges and implementing practical solutions is critical for any project manager striving for excellence.
- Published: 2024-05-06
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/project-management-challenges-how-to-solve-them/
- Categories: Project Management
In the fast-paced professional services industry, project managers are key in ensuring project success despite numerous challenges. From consulting firms to IT service providers, these challenges often involve tight deadlines, changing client requirements, and managing a diverse team of experts. Understanding project management challenges and implementing practical solutions is critical for any project manager striving for excellence. 19 Common Project Management Challenges: Practical Solutions and Real-World Examples Navigating the world of project management is challenging. Project managers face various challenges daily, and tackling them head-on is crucial for success. Here’s a look at 19 challenges project managers must overcome and practical solutions to help you sail through them confidently. 1. Managing Client ExpectationsChallenge: Professional services revolve around client satisfaction, making managing expectations a critical challenge. Clients may have changing needs or expect services that aren't feasible within the given timeline or budget. Solution: Clear and continuous communication is key. From the outset, establish a transparent dialogue with the client about what is achievable. Regular updates and managing expectations through a documented scope of work can ensure understanding. Example: A marketing agency can use structured kickoff meetings to outline deliverables clearly and set realistic timelines, regularly updating the client with progress through weekly status reports and adjustment meetings. 2. Scope CreepChallenge: Scope creep is familiar in professional services and can derail well-planned projects. It occurs when new elements are counted to the project without proper time, resources, or budget adjustments. Solution: Implement strict change control processes. Ensure that all stakeholders fully...
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### Best project portfolio management software 2025
> What are the best PPM tools in 2025? 1. Birdview 2. Quickbase 3. Microsoft Project & Portfolio Management 4. Planview 5. Smartsheet
- Published: 2024-04-30
- Modified: 2024-12-06
- URL: https://birdviewpsa.com/blog/best-project-portfolio-management-software/
- Categories: Project Management, Software Ratings
Let’s have a closer look at the 10 best PPM tools
Project Portfolio Management (PPM) software is essential for organizations seeking to manage their project portfolios effectively, ensuring optimal allocation of resources and alignment with overall business objectives. By providing tools to oversee and control multiple projects simultaneously, PPM software helps managers make informed decisions, balance risks, and achieve strategic goals. What is Project Portfolio Management software? Project Portfolio Management software assists organizations in centralizing the management of projects and resources across a company. This software typically includes functionality for project scheduling, resource allocation, budget management, risk assessment, and performance reporting. It offers a high-level view of all project activities and enables executives and managers to monitor progress and ensure projects align with business strategies. Now, let’s have a closer look at the 10 best PPM tools. Best Project Portfolio Management software: 10 tools Birdview Birdviewis a project and portfolio management platform designed to provide a comprehensive view of all projects across an organization. The platform offers a holistic approach to project and portfolio management, ideal for businesses looking to improve their project visibility and strategic decision-making. Its robust set of features supports complex projects across various industries, including technology, healthcare, and construction. Birdview is also known for its intuitive user interface and strong collaboration features. Features: Real-time project dashboards, Business intelligence, Project planning and tracking, Portfolio management, Resource planning and scheduling, Cost and budget management, Time management, Customizable reports and business intelligence, Collaboration tools, AI toolsPricing: Portfolio management functionality is available within the Birdview Project Management Team license for $19...
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### A complete guide to project monitoring: objectives, importance, techniques, and tools
> As a Project Manager, you are in charge of monitoring project health and progress. But how do you do this effectively?
- Published: 2024-04-23
- Modified: 2024-11-28
- URL: https://birdviewpsa.com/blog/why-pm-software-is-the-best-solution-for-ceos-to-monitor-project-health-and-progress/
- Categories: Project Management
As a Project Manager, you’re ultimately accountable for every deliverable, no matter how many people contribute to the project. While micromanaging isn’t the goal, monitoring and control are vital for success and protecting your company’s reputation. Don’t get me wrong; I am not suggesting that you should control every step of your team members. However, being informed and in control is still essential if you want your company to be successful and maintain a good reputation. We will explore best practices and how platforms like Birdview PSA help project managers monitor and control their projects. What is project monitoring? Project monitoring is an essential component of project management that involves continuously overseeing project activities to ensure they remain on track and aligned with planned objectives and resources. Effective project monitoring can significantly impact a project's success, influencing everything from timeline adherence to budget management and overall project quality. During the project monitoring phase, teams meticulously assess the advancement of a project by examining various indicators that might influence its final results. This detailed evaluation encompasses several critical aspects: Scope Verification involves confirming that the project remains aligned with its initially defined scope. Timeline Management: Teams track the progress of deliverables according to a set schedule. These activities enable early identification of any schedule delays or shifts, allowing for quick adjustments. Budget and Schedule Correlation: Monitoring financial aspects involves checking whether budget expenditures align with the project schedule. You can quickly eliminate any financial overspending or underspending. Quality Assurance: Quality control...
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### What Is Change Management? Process, Stages, Strategies
> Discover how to execute successful change management in professional services firms, encompassing stages, strategies, and advantages.
- Published: 2024-04-22
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/effective-change-management-process/
- Categories: Project Management
In this article, we will explore the importance of change management in professional services and delve into the fundamental principles and processes involved.
Change is an inevitable part of any business, and professional services are no exception. Organizations must adapt and evolve to stay competitive in today's dynamic business environment. However, navigating change can be challenging without effective change management strategies. Change management is vital in professional services. It helps firms smoothly adapt to new changes, reduce disruptions, and leverage change benefits. Without it, companies risk resistance, lower productivity, and failed initiatives. "Changing any part of your professional services firm can cause confusion and disruption among your team. People often don’t like change, but sometimes your firm must drive growth and efficiency. "This article will explore the importance of change management in professional services and delve into the fundamental principles and processes involved. We will also discuss key strategies for successful change management and address common challenges during the change journey. By the end, you will have a comprehensive understanding of implementing effective change management in professional services. What is Change Management? Change management refers to the structured approach of preparing, planning, executing, and sustaining organizational change. It involves understanding the need for change, addressing potential impacts, and guiding individuals and teams through the transition process. In professional services, change management ensures that new strategies, processes, or technologies are integrated seamlessly into existing operations. Change management processThe change management process is designed to help individuals, teams, and entire companies transition from their current methods to new ones. It aims to facilitate a smooth change, minimize issues, and ensure lasting changes. This process involves...
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### Preparing for an effective project kickoff meeting
> Discover how to plan, prepare, and lead an effective project kickoff meeting to keep your project team and client on the same page before the project starts.
- Published: 2024-04-16
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/preparing-for-an-effective-project-kickoff-meeting/
- Categories: Project Management
Discover how to plan, prepare, and lead an effective project kickoff meeting to keep your project team and client on the same page before the project starts.
Initiating a project with a meticulously planned kickoff meeting can serve as the foundational stone for the project's triumph. It ensures that all team members embark with a unified vision, grasping fully the objectives, scope, and intended direction of the project. This meeting acts as the essential momentum for shifting from the planning stage to the active phase of execution. This manual is designed to guide you through the key components of a kickoff meeting that is potent in setting the stage for the project's eventual success. What is a project kickoff meeting? A project kickoff meeting is the first gathering of project team members, stakeholders, and sometimes clients before the official start of the project. During this meeting, you can define the project vision, objectives, and expectations to foster a unified understanding and approach among all participants. When do you need a project kickoff meeting? The timing of the kickoff meeting is crucial. It should occur after the project plan has been developed but before the execution phase begins. This timing ensures that all project members are aligned with the project's strategy and objectives and equipped with the necessary information to start work. 4 types of project kickoff meetingsKickoff meetings come in various formats, each designed to cater to the unique needs of the project and its stakeholders. From internal team alignments to engaging with executive sponsors or clients, understanding the different types of project kickoff meetings can help in planning and executing a meeting that lays a strong...
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### All About Project Controls : Components, Strategies, Implementation
> Project controls are the data gathering, and analytics used to predict, understand, and influence the time and cost outcomes of a project
- Published: 2024-04-13
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/what-are-project-controls-why-are-they-so-important-in-project-management-and-how-to-deal-with-them/
- Categories: Project Management
Saving time and money during project planning and execution is akin to eating when hungry; you must do something to grow and survive. If you are unfamiliar with how project controls are vital concerning the use of cloud-based project management software (PM software), fear not: we are here to help you wrap your head around it. What are Project ControlsProject controls involve collecting, managing, and analyzing data to foresee and positively impact a project's cost and timing. This information is presented in ways that enhance decision-making and effective project management. But what does that mean in simple terms beyond the vagueness of words like “management” and “analytical processes”? Thanks, PMBOK. We appreciate everything you do for us, but we need more clarification and some examples... To begin with a simple explanation (we will get into the details soon), project controls are the tools that help you save time and stay on schedule during your project planning and execution, cutting costs. They vary in terms of specific project requirements. Still, these tools are the essentials of cloud project management software, which is widely understood as a necessity for boosting the following performance factors for many companies like yours. So, let us now discuss the value of project controls and how they can save you time and money. Main Components of Project Controls Project management and control cover all aspects from project definition to planning, execution, and completion, supporting the entire lifecycle of your project. As previously mentioned, the use of controls may...
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### Guide to project monitoring and control phase of project management
> Project Monitoring and Control is a key step in project management. It involves tracking progress, comparing it to the plan, and making needed changes.
- Published: 2024-04-11
- Modified: 2025-01-24
- URL: https://birdviewpsa.com/blog/project-monitoring-and-control/
- Categories: Project Management, Recommended
Project Monitoring and Control is a crucial phase in project management that involves tracking the project's progress, comparing it against the plan, and making adjustments as necessary. It's about keeping the project on track and meeting its objectives, deadlines, and budget. Monitoring and control allow project managers to analyze in real-time whether tasks are being completed on schedule and within budget and make decisions. Despite its critical role, project monitoring is fraught with pitfalls that can derail even the most meticulously planned projects. Recognizing these common errors is the first step towards avoiding them. As a careful project manager, you should always "Trust, but check. " Project Monitoring and Control acts like a watchful guard in project management, making sure that every tiny detail gets noticed. What is project monitoring and control? At its core, Project Monitoring and Control is about proactive oversight. It's not merely about checking off boxes or following routines; it's about peering into the heart of your project with a keen eye, ready to catch the slightest hint of deviation. Project control includes many steps to carefully monitor the project's timeline, resources, and expenses. While there are tools to help with project monitoring, understanding the process behind it is crucial, and we'll delve into this. The Dual Pillars: Monitoring and Control Project Monitoring. View monitoring as the heartbeat of your project. It involves constantly gathering information, evaluating progress, and comparing results to initial plans. Think of monitoring as your alert system, giving you a heads-up on...
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### Understanding the Deliverables of a Project
> The more defined the deliverables, the easier it is to forecast the timeline, budget, and scope. Let’s discuss the process of collecting and analyzing project deliverables.
- Published: 2024-04-05
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/how-to-define-project-deliverables/
- Categories: Project Management
In project management, 'deliverables' are essential. They show us what we need to achieve and guide the project. This look into project deliverables will explain how to identify them, why they're essential, and how to manage them from start to finish. Defining the desired results is the most important thing before starting a project. The more defined the deliverables, the easier it is to forecast the timeline, budget, and scope. Let’s discuss the process of collecting and analyzing project deliverables. What Are Deliverables In Project Management? A project deliverable is any unique and verifiable outcome, result, or capability to perform a service that a project is expected to produce. These can be as broad as the final product of a project or as specific as documents, plans, or software components developed during the project phases. Why Deliverables Hold the Reins of Success Deliverables transcend Mere outputs, which measure a project's success and contribution to organizational goals. They offer a way to evaluate progress, facilitate stakeholder communication, and ensure the project remains aligned with its initial vision. The Art of Identifying Project Deliverables Pinpointing your project's deliverables begins with a deep dive into the project scope and objectives. Engaging with stakeholders, utilizing tools like Work Breakdown Structures (WBS), and iterative refinement sessions are instrumental in this phase. The clarity gained here is invaluable, setting a clear direction for the project team. Identifying project deliverables begins with clearly understanding the project's goals and objectives. This involves: Collaborating with stakeholders to define the...
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### Professional Services Resource Management - Ultimate Guide
> This guide explore the intricacies of resource management in professional services, equipping you with the knowledge and strategies needed to optimize resource utilization within your services organization.
- Published: 2024-03-31
- Modified: 2024-10-23
- URL: https://birdviewpsa.com/blog/mastering-resource-planning-and-scheduling/
- Categories: Professional Services, Recommended, Resource Management
Explore the intricacies of resource planning and scheduling, equipping you with the knowledge and strategies needed to optimize resource utilization within your organization.
In professional services, where projects vary in scope and complexity, adept resource management is the linchpin of success. It's about ensuring the right people and tools are in place at the right time. Professional Services Resource Management makes sure the right team members are on the right projects when they're needed, equipped with the necessary tools and support to provide top-notch service. It's all about balancing the needs of projects, helping professionals grow, and keeping clients happy. What is professional services resource management Resource planning and scheduling are fundamental pillars of effective resource management In professional services, guiding organizations to efficiently allocate and utilize their resources. Understanding the crucial differences between these two processes is essential for achieving service project success. This comprehensive guide will explore the intricacies of resource management in professional services, equipping you with the knowledge and strategies needed to optimize resource utilization within your services organization. Why is resource management so important in the professional services industry? Professional services resource management is defined as a strategic approach to planning, allocating, and optimizing human and material resources in organizations offering expertise-based services. These management practices are critical in sectors such as Business Consulting, Marketing Services, Engineering Services, Advertising Agencies, Professional Services, and IT services, where the quality of work and customer satisfaction depend largely on the skills, knowledge, and efficiency of the professionals involved. Difference between resource planning and resource scheduling in professional services Resource Planning Resource planning inprofessional servicesis the strategic process of identifying, allocating, and...
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### Professional Services Automation Requirements or How to Choose the Right PSA Software
> When choosing PSA software for a service business, prioritize resource management, project management, and financial oversight of projects.
- Published: 2024-03-30
- Modified: 2024-04-01
- URL: https://birdviewpsa.com/blog/how-to-select-the-right-software-for-your-service-delivery-business/
- Categories: Professional Services
Resource management, project management, control over project financials and business intelligence should be top considerations when choosing software for your business.
Professional Services Automation (PSA) requirements encompass the essential features and capabilities that software must have to effectively support a professional services business. These requirements are designed to streamline operations, improve project delivery, and enhance client satisfaction. Choosing Professional Service Automation (PSA) solutions, either for the first time or to replace an existing platform, is not easy. Recent development in professional services automation technology also means there are new options – potentially making the selection process even more daunting and time-intensive. Here are some key considerations to help narrow your choices to a PSA solution that's best suited to your organization’s needs and budget. Professional Services Organizations Requirements for PSA SoftwareUnderstanding your organization's objectives and requirements is key to choosing the right platform. This includes understanding: Pain points you want to solve. For example, does your organization have siloed data across teams, need more visibility into key information, or an inability to accurately track resource utilization? Business processes- what do your unique business processes look like and what new processes might need to be implemented? Hosting requirements: Cloud-based or on-premise? Desired outcomes. For example: better resource utilization, scalability, increased productivity, smoother processes, etc. Key functionality most essential to your organization. For example, project management, resource planning, business intelligence, project accounting, etc. What is Professional Services Automation (PSA) Software? Professional Services Automation (PSA) Software is a comprehensive system that supports professional service providers, including consultancies, law firms, IT companies, and marketing agencies, in managing essential operations. It facilitates the organization...
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### 7 Signs of Resource Management Problems and How to Solve Them
> 7 signs your professional services firm’s resource management is off track and how to identify and improve resource planning.
- Published: 2024-03-28
- Modified: 2024-04-17
- URL: https://birdviewpsa.com/blog/from-blueprint-to-breakdown-7-signs-your-professional-services-firms-resource-management-is-off-the-rails/
- Categories: Professional Services, Resource Management
In the world of professional services, where every project is a blend of ingenuity, precision, and logistical prowess, resource management practices serve as the foundational pillars. An effective resource management system is akin to the infrastructure of a successful operation; it underpins and shapes the entire endeavor. It's the discipline that ensures resources - whether they're human, financial, or physical - are allocated efficiently, schedules are adhered to, and the inventive and practical facets of the project function in unison. Without robust resource management practices, even the most promising venture risks tumbling like a deck of cards. Conversely, professional services organizations with well-honed resource management practices not only sidestep this pitfall, but can thrive, expand more rapidly, and enjoy increased profit margins. Table of contents: Resource management problems in professional services Problem 1. Your Team Often Complains About Being Burned Out Problem 2. Your Billable Utilization Is Low Problem 3. Sometimes Your Resources Are Double-Booked Problem 4. Your Team Relies on Their Gut, Not Hard Data, to Pick the Best Available Resources Problem 5. It’s Very Time-Consuming to Put Together Multiple Scenarios with Different Timelines and Team Members Problem 6. You’re Not Being Able to Take On New Projects with Confidence Problem 7. You’re Hiring Too Late or Too Early Problem 8. Everyone Panicks the “Spreadsheets Master” is Away Resource management problems in professional services In professional services, managing resources often means dealing with trouble finding the right people and tools for jobs. This can cause staff to be either...
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### Birdview Makes Tekpon's Top 10 Team Collaboration Software List
> Discover how Birdview has been distinguished as one of the top picks for Team Collaboration Software by Tekpon, a prominent online marketplace dedicated to optimizing operational efficiency across various industries.
- Published: 2024-03-21
- Modified: 2024-09-16
- URL: https://birdviewpsa.com/blog/birdview-recognized-as-one-of-the-top-team-collaboration-software-by-tekpon/
- Categories: Product News
Discover how Birdview has been distinguished as one of the top picks for Team Collaboration Software by Tekpon, a prominent online marketplace dedicated to optimizing operational efficiency across various industries.
Birdview has been distinguished as one of thetop 10 picks for Team Collaboration Software by Tekpon, a prominent online marketplace dedicated to optimizing operational efficiency across various industries. This endorsement by Tekpon celebrates Birdview's achievements asteam collaboration softwarein facilitating efficient and transparent cooperation between teams and departments. At Birdview, we aim to empower businesses to navigate the challenges of modern teamwork, ensuring productivity and efficiency remain at the forefront of operational strategies. What is Tekpon? Tekpon stands as a critical resource for companies adapting to the evolving work environment, especially with the shift toward remote operations. It provides detailed evaluations and exclusive deals on vital business tools, enabling organizations to choose solutions that best fit their operational requirements. Why Birdview? Birdview offers a holistic approach to project and task management, aiming to give teams a comprehensive view of their workflows and priorities. This perspective is vital for maintaining clarity and direction in the complexities of modern work environments. Birdview's user-friendly interface and extensive features are designed to support effective planning and collaboration, ensuring that team members can easily navigate their tasks and projects.
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### ServiceNow integration for Birdview
> Discover how to automate change request and task creation in ServiceNow by sending data directly from Birdview.
- Published: 2024-03-20
- Modified: 2024-03-21
- URL: https://birdviewpsa.com/blog/servicenow-integration/
- Categories: Product News
Discover our latest integration between Birdview and ServiceNow that will help you turn Birdview projects and activities into ServiceNow change requests and change tasks with ease.
We are happy to share our latest integration between Birdview and ServiceNow that will help you turn Birdview projects and activities into ServiceNow change requests and change tasks with ease. Automate change request and change task creation in ServiceNow by sending data directly from Birdview. Reduce manual work for IT and support teams working in ServiceNow. This integration facilitates improved project tracking, error handling, and task management, thereby optimizing IT-related workflows and project outcomes. How It WorksThe integration between Birdview and ServiceNow is designed to provide a fluid, automated process for creating and tracking projects and activities. This is how the integration works. To turn the Birdview project into the ServiceNow change request: Log into your Birdview and ServiceNow accounts. Before you send data from Birdview to ServiceNow, you need to have custom workflows created for this specific integration. Navigate to the Birdview Activity Center and create your project. Once the project is created, navigate to the ‘Details’ to add project data such as description, start and end date, and assign the project to the ServiceNow portfolio. Click on the status field and send the project data from Birdview to ServiceNow. Refresh the Birdview page. Your project's status will change to ‘Change created in ServiceNow’. Birdview will automatically add an ID and a link to the change request created in ServiceNow. Click on the link to navigate to the changes request. Review and add any additional information. To turn the Birdview activity into the ServiceNow change task:...
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### Birdview Ranked in Top 10 Project Portfolio Management by GetApp
> Discover how Birdview soared into the top 10 of GetApp’s Project Portfolio Management software, excelling in ease of use, functionality, support, and value.
- Published: 2024-03-19
- Modified: 2024-09-16
- URL: https://birdviewpsa.com/blog/birdview-ranked-in-top-10-project-portfolio-management-by-getapp/
- Categories: Product News
Discover how Birdview soared into the top 10 of GetApp’s Project Portfolio Management software, excelling in ease of use, functionality, support, and value.
We are thrilled to announce a significant milestone for Birdview! In a recent evaluation by GetApp, Birdview has been recognized as one of the top 10 solutions in the Project Portfolio Management category for February 2024. This achievement is a testament to our commitment to excellence and innovation in providing robust software solutions for businesses looking to optimize their project management processes. What is GetApp? GetApp is a review platform that empowers businesses by connecting them with the right software to accelerate growth. It serves as a comprehensive guide for decision-makers seeking to navigate the complex software marketplace. GetApp's rankings are based on an objective methodology developed by their dedicated research team. This approach includes evaluating hundreds of software options across various categories, ensuring that businesses have access to reliable and unbiased information. Importantly, GetApp emphasizes that vendor payments for web traffic do not influence their rankings, ensuring that their recommendations remain impartial and focused on real user needs and software performance. The Ranking CriteriaThe recognition of Birdview as a top contender in the category is particularly noteworthy, as the ranking is based on five critical criteria: Ease of Use Birdview's intuitive interface and user-friendly design ensure a seamless experience for all users, regardless of their technical expertise. Value for Money We provide exceptional functionality at a competitive price point, ensuring our customers receive outstanding value from their investment. Functionality Birdview offers a comprehensive suite of features designed to address the complexities of project portfolio management, making it a versatile...
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### Requirements for Choosing Your Ideal Professional Services Automation Solution
> Essential PSA features are crucial for software to efficiently streamline operations in a professional services firm
- Published: 2024-03-18
- Modified: 2025-04-16
- URL: https://birdviewpsa.com/blog/5-reasons-professional-services-companies-choose-birdview-psa/
- Categories: Professional Services, Resource Management
- Tags: business processes, services companies
Professional Services Automation (PSA) requirements are essential features and functionalities that a PSA software should possess to effectively support and streamline operations in a professional services firm. What do the Professional Services Automation Requirements Include? These requirements help make managing projects, resources, time, billing, and clients better. Key features of PSA include: Project Management: It's important to have strong project management tools. This means being able to assign tasks, keep track of how things are going, manage deadlines, and keep the whole project on track to finish on time and stay within budget. Resource Management: The software should offer sophisticated resource management tools to schedule, allocate, and optimize human resources. It should provide visibility into team members' availability, skills, and utilization rates to ensure the right person is assigned to the right task. Time Tracking: An intuitive time tracking feature that allows professionals to log hours spent on various tasks and projects accurately. This is crucial for billing clients accurately and analyzing productivity. Billing and Invoicing: The software should let you bill in different ways, like by the hour, at a set price, or through retainers. It should also make sending out bills automatic, which cuts down on mistakes and paperwork. Financial Management: Comprehensive financial management features, including budgeting, expense tracking, profitability analysis, and financial reporting, are necessary to maintain control over project finances and ensure the firm's financial health. Client Management: Tools to manage client information, communication, contracts, and project histories efficiently. This enhances client relationships by ensuring all...
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### On-Premise Project Management Software in 2025: Must-Know Insights
> On-premise project management software like Birdview stands out as a robust solution, offering unparalleled security and control
- Published: 2024-03-01
- Modified: 2025-04-14
- URL: https://birdviewpsa.com/blog/on-premise-project-management-software-guide/
- Categories: Project Management
Table of Contents Introduction to On-Premise Project Management Software Key Features of On-Premise Project Management Tools< Comparing On-Premise vs. Cloud-Based Solutions< Implementing On-Premise Project Management Software< FAQs Introduction to On-Premise Project Management Software In today's fast-paced business environment, managing projects efficiently is more critical than ever. On-premise project management software stands out as a robust solution, offering unparalleled control, security, and customization. This type of software is installed and runs on the company's infrastructure, providing businesses with complete oversight of their project management tools and data. The benefits of on-premise deployment include enhanced security measures, greater customization opportunities, and full data control, making it an ideal choice for organizations with strict data privacy regulations or specific integration requirements. Expanding on these benefits, on-premise project management software uniquely positions companies to tailor their project management experience to fit precise operational requirements and integration landscapes. When considering the transition to on-premise solutions, having the right backup for incident management is vital. Understanding elements of an efficient incident response plan can ensure your organization mitigates potential disruptions effectively. For teams seeking robust strategies, uncover how implementing optimized incident response structures can align with your IT capabilities and project management software. This customization extends beyond mere aesthetics, allowing for deep integration with existing internal systems, from HR databases to financial tracking tools. Such a seamless blend into the company’s technological fabric not only streamlines workflows but also bolsters efficiency, as teams can navigate a familiar interface designed to support their specific project needs. Whether...
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### How Tracking Billable and Non-Billable Hours Can Dramatically Increase Your Profits
> Maintaining a balance between billable and non-billed hours to enhance profit margins when invoicing clients in a service business.
- Published: 2024-03-01
- Modified: 2024-10-16
- URL: https://birdviewpsa.com/blog/billable-vs-non-billable-hours/
- Categories: Professional Services
Maintaining a balance between billable and non-billed hours is crucial for enhancing profit margins when invoicing clients in a service business. The distinction between billable hours (time spent on client-facing tasks that can be charged) and non-billable hours (time spent on internal tasks that cannot be directly charged to clients) is fundamental for a growth business and ensuring financial stability. This in-depth review explains the challenges associated with tracking billable and non-billable hours and formulating effective strategies to ensure that both types of hours are not only recognized, but also fairly compensated. Table of Contents Billable vs. non-billable hours: the difference How does tracking billable hours boost cash flow and profits? How tracking non-billable hours can boost your profit margins 4 Key strategies to boost billable hours with accurate time tracking Case study: How Boomdata achieved a 15% increase in on-budget and on-schedule completion How to track billable and non-billable hours with Birdview: A brief guide Billable vs. non-billable hours: the difference The differentiation between billable and non-billable hours is fundamental for financial management, client billing, and internal efficiency. Billable Hours Billable hours represent the time spent on activities directly related to client projects that can be charged to the client. These are the hours that directly contribute to the revenue of the business. For service businesses that require detailed billing, organizing tasks and categorizing them into billable and non-billable becomes crucial. Utilizing custom invoice templates, like those available for invoices in Word format, can enhance accuracy and presentation...
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### Meet built-in Birdview Automation for your business operations
> Discover how Birdview Automation transforms business operations with easy app integrations and workflow automation, enhancing efficiency.
- Published: 2024-03-01
- Modified: 2024-03-01
- URL: https://birdviewpsa.com/blog/birdview-automation/
- Categories: Product News, Resource Management
Discover Birdview Automation, designed to seamlessly integrate Birdview with a wide array of your favorite applications and tools and automate your day-to-day operations.
We are thrilled to announce the launch of Birdview Automation, designed to seamlessly integrate Birdview with a wide array of your favorite applications and tools. By automating your day-to-day operations, you will be optimizing processes across your entire business ecosystem with ease and efficiency. What applications Birdview Automation supportsWhether you're looking to connect with Asana for project management, Quickbooks Online for accounting, or Slack for team communication, Birdview Automation supports a comprehensive list of apps, including: Asana, Box, FreshOffice, Calendly, ClickUp, Confluence, Constant Contact, Dropbox, and many more. Popular email services like Gmail, along with Google's suite (Google Calendar, Google Contacts, Google Drive, Google Forms, and Google Tasks). Essential business tools such as Jira, HubSpot, Salesforce, Microsoft Office 365, Zoom, Xero, and more. In the future, we also plan to add the possibility of setting up Birdview to Birdview automation to optimize workflows and speed up your organization's project and service delivery process. In case you don’t find the application you need, you can always reach out to our Customer Support team atsupport@birdviewpsa. comand check whether the tool you need can be added to the list. Birdview Automation doesn't just stop at integration. It gives you the power to manually set up and manage multiple automations with various apps within Birdview. This means you have the flexibility to customize your workflows exactly the way you need, ensuring your business operates at peak efficiency. To connect applications of your choice, follow these steps: Go to your Birdview account and navigate to...
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### Introducing "Resource requests" in Birdview Planning
> Discover our latest feature, Resource requests, designed to significantly improve the resource allocation process, fostering better collaboration between project managers and resource managers.
- Published: 2024-02-14
- Modified: 2024-03-18
- URL: https://birdviewpsa.com/blog/resource-requests/
- Categories: Product News, Resource Management
Discover our latest feature, Resource requests, designed to significantly improve the resource allocation process.
Effective resource management is the backbone of successful project delivery. That’s why we're excited to announce the launch of a new feature within Birdview Planning: Resource requests also referred to as Staffing requests. This functionality is designed to significantly improve the resource allocation process, fostering better collaboration between project managers and resource managers. How it works Step 1: Enable “Resource requests” in company settings Before diving into the resource request process, you must first enable this feature in your Birdview account. Navigate to Company settings > Account settings > Advanced settings. Scroll down to the Resource management settings section. Turn the "Enable resource approval" toggle on. You're ready to start creating resource requests. Step 2: Set up permissions To ensure seamless operation, it's important to understand the permissions associated with Resource requests: Creating requests: Any user with access to Planning and the "Access resource planning" permission can create resource requests. Note, currently requests cannot be created for unnamed resources. Approving requests: Users with both the "Manage hard allocations" permission and "Non-project member - Members & assignees - View and manage" enabled can approve or reject requests. Step 3: Create resource request Go to Resources > Planning. Add the user needing approval to a project. Start the allocation creation process. In the "Add allocation" pop-up, select the Approver for your request. Once the approver is chosen and the allocation saved, the request is created, and the approver will receive an email notification. Remember, you can only choose one user with the...
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### Best 20 project management tools in 2025
> What are the best project management tools in 2025? 1.Birdview, 2. Workfront, 3. Asana, 4. Trello, 5. Jira, 6. MS Projects, 7.Zoho Projects
- Published: 2024-02-09
- Modified: 2024-12-06
- URL: https://birdviewpsa.com/blog/best-project-management-tools/
- Categories: Project Management, Software Ratings
Discover the best project management tools in 2025
What are the project management tools? In today's dynamic business landscape, project management software is a fundamental component, providing a critical collection of tools for overseeing diverse projects in multiple sectors. This digital solution enables project leaders and their teams to work together efficiently, guaranteeing timely achievement of objectives while enhancing the use of resources and reducing expenses. At its core, project management software is designed to refine the processes of planning, scheduling, execution, and delivery of projects. It integrates a suite of functionalities, including task management, time tracking, file sharing, and communication tools, facilitating a seamless interaction among stakeholders. How to choose the right Project Management Software When navigating the vast landscape of project management tools, consider the following strategies: Assess Your Needs: Start with a clear understanding of your project requirements and team dynamics. Consider Your Budget: Identify software options that align with your financial constraints without compromising on essential features. Evaluate Features: Look for software that offers the specific functionalities needed to support your project management processes. Request Demos and Trials: Many providers offer free trials or demos, allowing you to test the software with your team before committing. Key considerations while selecting the right project management software should include: User-Friendly Interface. A platform's success hinges on its usability. Software that is intuitive and easy to navigate ensures higher adoption rates among team members. Collaboration Tools. Effective communication and collaboration are the backbones of project management. Tools that facilitate discussions, feedback, and file sharing are essential. Customization and...
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### Project Risk Management: Strategies for Ensuring Project Success
> Project risk management is the systematic process of identifying, and responding to project risks to minimize their impact on project goals.
- Published: 2024-02-09
- Modified: 2025-04-15
- URL: https://birdviewpsa.com/blog/project-risk-management/
- Categories: Project Management
In the fast-paced world of managing projects, it's really important to be good at spotting, understanding, and dealing with risks to make sure projects finish successfully. Project risk management is a key part of managing projects from start to finish. Successful implementation of project risk management in small and medium enterprises: a cross-case analysis from Emerald Insight discusses the critical role of communication in risk management (RM). Risk Management (RM) is a very relevant process that can be related to many companies' survival. Another article from Emerald Insight, "How Machine Learning Changes Project Risk Management: A Structured Literature Review and Insights for Organizational Innovation," explores the potential of Machine Learning (ML) in enhancing project risk management. This article breaks down the complex topic of project risk management, explaining why it's important, how it's done, and the best ways to do it. What is risk management in project management? Project risk management is the systematic process of identifying, analyzing, and responding to project risks to minimize their impact on project objectives. Risks can encompass a wide array of uncertainties, from budget overruns and timeline slippages to regulatory changes and resource availability issues. Effective risk management ensures that projects can navigate these uncertainties with minimal disruption, thereby safeguarding the project's scope, schedule, budget, and quality. Project management software provides tools and features that allow you to systematically identify, assess, and monitor risks associated with your projects. By using the Birdview project management platform, you can create a centralized database of all potential...
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### 12 best construction scheduling software in 2025
> Discover how to select powerful construction scheduling software, implement it effectively, and optimize the user experience.
- Published: 2024-02-09
- Modified: 2024-12-06
- URL: https://birdviewpsa.com/blog/best-construction-scheduling-software/
- Categories: Resource Management, Software Ratings
Discover how to select powerful construction scheduling software, implement it effectively, and optimize the user experience.
In the construction world, managing projects well isn't just important; it's a must. To finish projects on time, save money, and deliver top-notch results, we rely on advanced tools and technologies. One powerful tool is construction scheduling software—a true friend to project management, tailor-made for the special challenges of construction. Let's explore this software and see how it makes planning, doing, and watching over construction projects easier. It does this by offering automation, real-time tracking, and teamwork features. What is construction scheduling software? Construction scheduling software is your personal navigator to the world of construction project management. It doesn't just help you create and manage Gantt charts, distribute tasks, and monitor progress in real time. It's much more than just a digital timeline - it's a tool for streamlining processes, automating routine tasks, and a source of important information about the status of your project. With reporting, resource allocation, and budget management features, construction scheduling software becomes your faithful companion in optimizing the progress of your project. Let's take a look at a few key features that make this software indispensable in construction management. What are the main features that construction scheduling software should have? Professional construction scheduling software is a critical tool for efficient project management in the construction industry. Here are the main features it should offer: Feature Description Gantt Charts and Timeline View Visualizes project timeline, showing task start and finish times, dependencies, and project progression. Critical Path Method (CPM) Identifies the most crucial tasks by determining...
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### Choosing the Best PSA Software for Professional Services
> Get a simple 7-step plan for choosing the right PSA software for your firm. The ultimate list of requirements you should take into account.
- Published: 2024-01-30
- Modified: 2025-04-15
- URL: https://birdviewpsa.com/blog/how-to-choose-psa-software/
- Categories: Professional Services
Choosing the right Professional Services Automation (PSA) software is a strategic decision that can significantly impact how your business delivers projects, manages resources, and drives operational efficiency. To make the most of your investment, it’s essential to align the platform with your organization’s unique needs, growth goals, and workflow priorities. Beyond ticking boxes on a feature list, think about scalability, user experience, and how well the software can adapt as your business evolves. The right PSA solution doesn’t just support your operations—it empowers your teams to work smarter, collaborate better, and deliver exceptional client outcomes. What Is PSA Software? Key Benefits for Service-Based Businesses Professional Services Automation (PSA) software is a centralized solution that helps service-based organizations streamline the way they manage projects, resources, time, and finances. By unifying these core functions into a single platform, PSA software enhances visibility, reduces manual effort, and enables smarter, >benefits of professional services automation is essential for professional services companies. Key Benefits of PSA Software ✅ Centralized project management – Plan, track, and execute projects within a single system. ✅ Improved resource utilization – Allocate workloads efficiently and optimize team productivity. ✅ Accurate time and expense tracking – Ensure precise billing and gain transparency across projects. ✅ Automated billing and invoicing – Speed up financial processes and reduce manual errors. ✅ Real-time reporting and analytics – Access insights on project health, resource use, and profitability. ✅ Enhanced collaboration – Keep teams and stakeholders aligned with shared workspaces and updates. ✅ Increased profitability – Reduce inefficiencies and improve cost control to grow...
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### Introducing multiple Spaces
> Discover our latest feature, Spaces, designed to provide isolated work environments within the Birdview platform, catering to different teams or project needs.
- Published: 2024-01-26
- Modified: 2024-03-18
- URL: https://birdviewpsa.com/blog/introduction-to-spaces/
- Categories: Product News, Resource Management
Discover our latest feature, Spaces, designed to provide isolated work environments within the Birdview platform.
In today's fast-paced work environment, staying organized and efficient is paramount. This is where “Spaces”, our latest feature, comes into play. Designed to streamline project management, Spaces offers a unique solution for teams and individuals to manage their projects, tasks, and activities more effectively. In this article, we'll explore how Spaces works and how it can transform your project management experience. How it works“Spaces” allows the creation of distinct, isolated work environments within the Birdview platform and is available for all licenses. Each space serves as a dedicated area for a specific team, project, or department, ensuring that all relevant information and tasks are neatly organized and easily accessible. 1. To create a new space, simply access the drop-down menu in the middle of the main menu on the left of your Birdivew account dashboard and click on the “New space” button. You only need to provide a name for your space; other fields are optional. 2. Personalize each space with specific colors and icons, making it easy to distinguish between different spaces. You can change these settings later as well. You can also save views for each space. 3. To access “Space” settings, go to the drop-down menu on the left and click on the icon next to the space name. You will see four tabs of settings for spaces including general, members, custom fields, and workflows. 4. In the “General” tab, you can change the name, icon, and color of your space. 5. In the “Members” tab, you...
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### Project Staffing: 5 Pieces to Solve the Puzzle
> Building a skilled team is crucial in project management. This article will explore the best practices for solving the project staffing puzzle.
- Published: 2024-01-17
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/project-staffing-5-pieces-to-solve-the-puzzle/
- Categories: Resource Management
Discover five best practices for solving the project staffing puzzle.
Navigating the complexities of project staffing is akin to solving a multi-dimensional puzzle. In the dynamic world of project management, staffing a project is often a daunting task, primarily due to the fragmentation of critical information across a myriad of systems. The project or resource manager, tasked with assembling a team, finds themselves sifting through disconnected data silos to gather information on potential team members. They need insights into each employee's skill set, current workload, availability, and even cost implications, but these pieces of data are often housed in separate, unconnected systems. This article will explore the best practices for solving the project staffing puzzle. Typical project staffing processThe typical process of project staffing usually consists of three parts. Project InitiationWhen a new project is greenlit, the project manager begins by defining the scope and objectives. They create a detailed plan that outlines the tasks, timelines, and, crucially, the human resources needed to bring the project to fruition. This plan is the blueprint that guides the entire staffing process. Resource requestWith the project plan in hand, the project manager identifies the specific roles and skills required to meet the project's needs. In a typical matrix organization, a project manager makes a formal request for these resources to a Resource manager (sometimes called a People manager). This step often involves specifying not just the roles but also the desired experience level or skills, the duration of the need, and any other pertinent criteria like the percentage of time required. Resource allocationNow,...
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### Birdview Recognized as a Top Advertising Agency Software by Software Advice
> Discover how Birdview has been recognized as one of the leading Advertising Agency Software by Software Advice, surpassing some key industry players in customer satisfaction and usability.
- Published: 2024-01-03
- Modified: 2024-09-16
- URL: https://birdviewpsa.com/blog/birdview-recognized-as-a-top-advertising-agency-software-by-software-advice/
- Categories: Product News
Discover how Birdview has been recognized as one of the leading Advertising Agency Software by Software Advice.
When compared with dozens of other tools, Birdview achieved higher ratings in customer satisfaction and usability than ClickUp, Accelo, Scoro, and Monday. comExciting news for our Birdview community! We are thrilled to announce that Birdview has been recognized for its excellence in the digital marketing realm. Our platform has been placed in the coveted Gartner Digital Markets research reports, includingSoftware Advice’s Frontrunners for Advertising Agency Software. This prestigious acknowledgment reflects our commitment to providing exceptional service and innovative solutions in the advertising industry. In our recent recognition by Software Advice, a key aspect that set us apart was the emphasis onclient satisfactionandusability as the primary metrics for their evaluations. Software Advice meticulously analyzes user feedback and ease of use to determine their rankings, ensuring that the software solutions they recommend not only meet the technical requirements of the industry but also excel in providing a user-friendly experience and high customer satisfaction. As a result of this analysis, Birdivew tops project management tools like ClickUp, Accelo, Scoro, and Monday. com in both metrics: Client satisfaction and Usability. This recognition is not just about the technology we've built; it's about all of you who use Birdview. Your awesome reviews on Software Advice really helped us get noticed. A big thank you to everyone for believing in us and helping us grow. Your thoughts and comments have made Birdview what it is today. Your reviews mean the world to us and help others understand the value of Birdview. If you haven’t already, please...
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### Meet OneDrive integration for Birdview
> Learn more about the SharePoint integration for Birdview to simplify your document management and drive team collaboration.
- Published: 2023-12-19
- Modified: 2024-03-19
- URL: https://birdviewpsa.com/blog/onedrive-integration/
- Categories: Product News
Explore the new OneDrive integration for Birdview, aimed at enhancing your document management and encouraging team collaboration.
We are excited to announce an enhancement to Birdview's document management capabilities: the OneDrive integration. This new integration complements our previously releasedSharePoint integration, allowing Birdview’s users to effortlessly share files across projects and activities. The integration also offers more flexibility and efficiency in managing documents and facilitating team collaboration. How It Works 1. Log into your Birdview and OneDrive accounts. 2. Head to the Activity Center in Birdview and select a project or activity of your choice. 3. Move to the message board, click on the “paper clip” icon, and choose “OneDrive”. This action will redirect you to your OneDrive library. 4. Choose the files you wish to share on Birdview and click “Select”. Your files will then be visible in your message draft. Click “Post” to share these files. 5. Whenever you click on a file within a Birdview project or activity, you’ll be taken to the OneDrive library for viewing, editing, or managing the file, according to your OneDrive user permissions. Files are stored in OneDrive and do not use any of Birdview’s cloud storage once attached.
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### Engineering Project Management: navigating complex projects to success
> Engineering project management uses a structured approach to plan, organize, and manage projects to meet specific goals and requirements.
- Published: 2023-12-18
- Modified: 2025-04-10
- URL: https://birdviewpsa.com/blog/engineering-project-management/
- Categories: Engineering projects, Professional Services
This guide covers effective engineering project management, differentiates it from engineering management, and highlights key skills of a successful engineering project manager.
Engineering projects are at the forefront of innovation and development, ranging from constructing intricate infrastructures to designing cutting-edge technologies. The management of such projects involves a unique set of challenges and demands a specialized approach. This article is designed to guide you through effective engineering project management, help you distinguish it from engineering management, and show what skills a good engineering project manager should have. We will enhance your understanding of how these practices support informed decision-making. Additionally, we’ll introduce project management templates compatible with the engineering project management software Birdview PSA to streamline the initiation of your upcoming projects. What is Engineering Project Management? Engineering project management uses a structured approach to plan, organize, and manage projects to meet specific goals and requirements. Unlike general project management, which can apply to a wide range of industries, engineering project management is tailored to the unique needs and challenges of engineering fields, such as civil, mechanical, electrical, and software engineering. At its core, engineering project management is about transforming ideas and designs into tangible results. This process begins with defining clear project objectives—what needs to be accomplished and why. It then involves breaking down these objectives into smaller, manageable tasks, assigning resources, and setting timelines. Throughout the project, the project manager ensures that all elements, including resources, budgets, and schedules, are aligned with the project’s goals. Key principles of Engineering Project Management These principles of engineering project management are your toolkit for making smart decisions, managing risks, and getting the most...
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### The 5 Phases of an Effective Project Management Life Cycle
> The 5 key phases of the project life cycle. Project Initiation, Project and Resource Planning, Executing, Controlling, & Closing
- Published: 2023-12-14
- Modified: 2025-03-10
- URL: https://birdviewpsa.com/blog/project-management-life-cycle/
- Categories: Project Management
- Tags: lifecycle, planning, scope
Effective work habits beget effective projects. Accordingly, the former find implementation in what we call ‘project life cycle.’ What is it?
Effective work habits beget effective projects. Accordingly, the former find implementation in what we call the ‘project life cycle. ’ What is it? In a few bullet points, the main questions that come to mind when thinking project life cycle are: What objective(s) do we seek to achieve (goals)? What results/outputs/deliverables do we expect to produce (results)? What time frame do we have to do it (schedule)? Who is going to do it (team)? How and who is going to control it (managers)? What kind of resources will it require (costs)? What Is the Project Life Cycle? Knowing the project life cycle is crucial in Project Management, especially when a Project Manager works with various experts in technical or specialized areas to develop a unified product. The life cycle of a high-quality project typically consists of five phases. The 5 Project Life Cycle Phases The project life cycle serves as the backbone of project management, offering a structured approach to guide projects from initiation to completion. Comprising distinct phases, each with its unique characteristics and deliverables, the project life cycle provides a roadmap for successful project execution. 1. Project Initiation Phase: The Genesis of Project Success This phase is the first because it is the most important. It is here that the project manager sits down with the client for an in-depth discussion on where they want to go, why, and what they are willing to do to get there. The initiation phase is like the start of a project's...
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### Project management communication: Importance, Benefits, Steps and Best Practices
> Effective project communication enhances decision-making and ensures efficient project delivery. Importance, Benefits, Steps & Best Practices
- Published: 2023-12-10
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/thing-much-communication/
- Categories: Project Management
Project management communication is a multifaceted and crucial aspect of overseeing and delivering successful projects. In the dynamic landscape of project execution, effective communication serves as the lifeblood that ensures the alignment of goals, seamless collaboration, and the achievement of desired outcomes. In project management, communication is like the engine that drives the success of a project. It's a crucial part of making sure everyone is on the same page, working well together, and reaching the goals you set. Let's break down why project communication matters, how it works, and the best ways to do it. The Importance of Communication in Project Management Effective communication plays a crucial role in project management, facilitating smooth and timely project progression. It ensures that team members are on the same page regarding project goals and have a clear understanding of their responsibilities. Moreover, good communication fosters trust, enhancing collaborative efforts throughout the entire project lifecycle. The benefits of communication in project management Aligning Stakeholder Goals: Effective communication establishes a shared understanding of project objectives among team members, stakeholders, and leadership. It ensures that everyone is on the same page, working towards common goals. Good communication helps everyone understand what the project is about and what needs to be done. Risk Mitigation: Clear communication aids in identifying and addressing potential risks early in the project life cycle. Timely communication of risks allows for proactive mitigation strategies, minimizing the impact on project timelines and outcomes. Assistance in decision-making: Communication is integral to the decision-making process....
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### Strategies for time management in project management employed by top-level managers
> Top project managers follow these best time management strategies. Project Planning, Task Prioritization, Resource Allocation, Estimating Time
- Published: 2023-12-08
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/top-5-time-management-strategies-used-by-top-managers/
- Categories: Project Management
“Time is what we want most, but use worst” – William Penn You have probably caught yourself thinking “I wish I had some more time” far too often. There always seems to be so much work that needs to be completed, but somehow there is always no time for everything. As a smart project manager, you need to learn just one thing: there is always a way out. If you can truly master this concept, everything else will be easy. Sure, tight deadlines, hundreds of tasks, dozens of clients, unexpected emergencies, and large teams make time management pretty tough, but it’s possible. What is Time Management in Project Management? Time management in project management refers to the strategic planning, organization, and control of tasks within a specified timeframe to achieve project objectives. It involves allocating resources efficiently, setting realistic timelines, and ensuring tasks are completed on schedule. online project management software equipped with project and time management tools to track, control, and manage your team's work in real-time. Here are a few solid tips from top managers in the world that, when combined, will help you manage your time most effectively and help you to get some work done, every day, bit by bit. In this section, we’ll take a close look at starting and planning a project. We’ll show you how to gather the information you need, choose the right team, select the appropriate methodology, and get approval from project stakeholders. The key strategies and benefits in project time...
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### Project Portfolio Management (PPM): The Ultimate Guide
> Read about three disciplines of organizational management combined by project portfolio management. Check more at Explore.birdviewpsa.com/blog.
- Published: 2023-12-05
- Modified: 2024-07-02
- URL: https://birdviewpsa.com/blog/what-is-project-portfolio-management-ppm/
- Categories: Project Management
Project Portfolio Management is a strategy used by project managers and offices to align projects with the organization's objectives. It involves evaluating the potential benefits of projects, including those that are currently underway or planned for the future. These projects might be related to each other or operate independently. The main aim of PPM is to manage resources like staff and money efficiently across all projects. It also uses information from completed projects to improve ongoing ones and plan for future projects better. What is a project portfolio? A project portfolio is a group of different projects managed together to improve planning and management. This approach helps an organization manage resources, schedules, and goals more effectively. Unlike individual projects that aim to achieve a specific result, a portfolio's goal is to continuously manage and allocate resources across several projects. What is project portfolio management’s purpose? The goal of project portfolio management is to make sure that all projects support the business's objectives and improve its performance. By choosing projects wisely, using resources well, and keeping track of progress, managers can make informed decisions, increase the value of investments, and lower risks. Why project portfolio management matters Project Portfolio Management is crucial because it helps ensure that all projects are in line with the company's strategic goals and that each project adds value toward reaching those goals. It enables organizations to focus on the most important projects by providing the needed resources and attention. This focus helps improve the return on...
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### 10 Best PSA Software Solutions for Consulting Projects in 2025
> Top 10 PSA solutions: Birdview: End-to-end PSA Software, Planview, Kantata, Acello...
- Published: 2023-12-03
- Modified: 2025-04-13
- URL: https://birdviewpsa.com/blog/top-10-psa-software-and-tools-2023/
- Categories: Professional Services, Software Ratings
In this article, we’ll cover the top 10 PSA tools and provide all of the information you need to make a decision on which of the professional services automation solutions can fit your company’s needs best.
Every consulting firm navigates a complex service delivery cycle—from scoping and project planning to execution and client reporting. As the firm grows, challenges often arise: overbooked consultants, missed deadlines, and budget overruns driven by outdated tools or fragmented systems. While separate platforms can address parts of the problem, a unified solution—Professional Services Automation (PSA) software—can bring structure, visibility, and control to the entire project lifecycle. The PSA market itself is also evolving quickly. In 2025, we’re seeing smarter, AI-enhanced tools designed for modern consulting workflows, with improved mobile access and deeper integrations across your tech stack. For a deeper look at what’s ahead, explore this 2025 PSA trends overview by Singularity Consulting. In this article, we’ll explore the top 10 PSA tools to help your consulting firm find the right fit for its evolving needs. What is PSA Software and why consulting firms need it Professional Services Automation (PSA) software helps consulting firms manage their entire project lifecycle in one place. Instead of using different tools for planning, time tracking, billing, and reporting, PSA brings everything together. It gives teams better visibility, improves coordination, and helps firms deliver projects on time and within budget. Key features to look for in PSA Software Good PSA software should support the way consulting teams work. Key features include project and task management, time and expense tracking, automated invoicing, and clear reporting. It's also important that the software works well with your other tools, such as your CRM, accounting software, or calendar. A simple,...
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### Productivity in the workplace: How to measure. The most effective way
> Workplace productivity depends on individuals as much as it depends on the team as a whole. Here is the most effective way to do it.
- Published: 2023-12-02
- Modified: 2025-04-25
- URL: https://birdviewpsa.com/blog/the-most-effective-way-to-measure-productivity-in-the-workplace/
- Categories: Project Management
"Productivity shows a company's effectiveness level of producing a certain number of end products/services (outputs) having a certain number of resources (inputs) during a specific amount of time. " Productivity in the workplaceSkills U, which offer a wide range of courses across different fields. Workplace Culture: A positive and inclusive workplace culture promotes collaboration, innovation, and a sense of belonging. When employees feel valued and supported, they are more likely to invest their efforts in their work. Flexibility and Work-Life Balance: Offering flexibility in work arrangements and promoting a healthy work-life balance contribute to employee well-being. This, in turn, positively impacts productivity by reducing stress and increasing job satisfaction. Goal Alignment: Ensuring that individual and team goals align with organizational objectives creates a sense of purpose. Employees are more motivated when they understand how their work contributes to the overall success of the company. Recognition and Rewards: Acknowledging and rewarding employees for their contributions boosts morale and motivation. Recognition programs can range from verbal appreciation to tangible rewards, fostering a culture of appreciation. Utilizing employee recognition software can streamline the process of tracking and celebrating employee achievements, ensuring no effort goes unnoticed. Streamlined Processes: Simplifying and optimizing workflows eliminates unnecessary steps and bottlenecks. Streamlined processes reduce the likelihood of errors and save time, contributing to increased productivity. Feedback and Improvement: Regular feedback mechanisms enable employees to identify areas for improvement. Continuous improvement, both at an individual and organizational level, is essential for sustained productivity. Overall, workplace productivity is a multifaceted...
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### How to Handle Project Management Meetings: 5 Highly Effective Tips
> Efficient and productive project management meetings can help accomplish lots of tasks much faster. Find out how to handle project meetings.
- Published: 2023-11-29
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/5-highly-effective-tips-how-to-handle-meetings-like-a-true-boss/
- Categories: Project Management
"OK everybody, let's have a project management meeting in 30 minutes and discuss everything there" This is the kind of line that makes most people roll their eyes in frustration. Nobody likes meetings. This fact alone already puts people in a negative state of mind, making sure (or at least raising the chances dramatically) that the project meeting will be inefficient. It's predetermined. 11 Steps for Conducting Effective Project Management Meetings Project management meetings are gatherings held within the context of project management to facilitate communication, coordination, and decision-making among project team members, stakeholders, and relevant participants. These meetings play a crucial role in ensuring the successful planning, execution, and completion of projects. The project manager typically leads project meetings, and their productivity can be significantly enhanced by utilizing real-time data, a feature facilitated by project management software. Birdview, specifically designed for project management, enables the rapid generation of reports detailing a project's resource allocation and financial status. These reports are easily shareable with the team, clients, and other stakeholders. ExecutiveSummary Report by Birdview Here are key aspects of project management meetings: Initiation and Planning: Project meetings are held at the initiation phase to discuss project goals, scope, and objectives. Planning meetings focus on developing a comprehensive project plan, including tasks, timelines, and resource allocation. Regular Status Updates: Regular project status meetings keep all team members informed about progress, challenges, and upcoming milestones. These updates help in identifying potential issues and making necessary adjustments to keep the project on track....
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### Stakeholder Management in Project Management
> Project stakeholder is critical to the success of every project. Three key approaches that will help you to evaluate your stakeholders.
- Published: 2023-11-29
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/working-with-project-stakeholders/
- Categories: Project Management
At its start, a project is always a challenge with a unique outcome and a lot of uncertainty. To eliminate that uncertainty and the possible risks the project manager should analyze where they come from. Often, the problems arise because of neglected or ill-defined project expectations: an inexperienced project manager expects the stakeholders to deliver their expectations, but it hardly ever happens. What is the main reason for project change? Based on my experience, business development projects usually face changes because deliverables are added by project stakeholders while the project is already going on. What Is a Stakeholder in Project Management? A stakeholder is a person, a group of people, or an organization that is capable of influencing a project, or that can be influenced by the outcome of a project/separate task. Stakeholders can be both internal and external. Stakeholders are those with an interest in your project’s outcome. They are typically the members of a project team, project managers, executives, project sponsors, and customers. That way, the stakeholders' profit is influenced in a positive or negative way by the outcome of a project or its execution. Moreover, different stakeholders can have expectations that contradict each other. That's why project managers can often be unpleasantly surprised by actions or decisions stakeholders take. Being aware of the stakeholders' expectations influences the collection and analysis of deliverables and the analyses of project risks. How do you evaluate our stakeholders? There are three key approaches known to me: Stakeholder wheel Stakeholder nomination Inspecting...
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### Top 10 resource management tools 2025
> Look at 10 of the best resource management tools in 2025 that are transforming the way teams manage resources
- Published: 2023-11-29
- Modified: 2025-01-30
- URL: https://birdviewpsa.com/blog/10-best-resource-management-and-planning-software/
- Categories: Resource Management, Software Ratings
look at 10 of the best resource management tools шт 2025 that are transforming the way teams manage resources
Resource management in a business context is an important process that involves effectively allocating and scheduling resources for maximum productivity. With the ever-changing dynamics of business, it is imperative to understand the importance of resource management software, its benefits, and the best tools available today. In this article, we will look at 10 of the best resource management tools in 2025 that are transforming the way teams manage resources, improve productivity, and achieve successful project outcomes. What is resource management tools? Resource Management Software is a technological solution designed to help businesses plan, allocate, and manage resources efficiently. These resources could include employees, equipment, time, and financial resources. The software aids in ensuring that all these resources are used effectively and productively to meet business objectives and project deadlines. Benefits of resource management softwareResource Management Software offers a plethora of benefits that can propel businesses towards unprecedented growth. Here are a few key advantages: Improved Resource Utilization:The software provides an overview of available resources and their current deployment, ensuring optimal utilization. Increased Efficiency: By streamlining resource allocation, businesses can enhance productivity and reduce waste. Cost Savings:Effective resource management results in cost savings by preventing over-allocation or under-utilization of resources. Better Team Work:Many resource management tools offer collaborative features, enabling teams to work together more effectively. Informed Decision-Making: With clear visibility into resource usage, managers can make informed decisions that align with company goals. Now that we have a clear understanding of what resource management software is and its benefits let's...
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### Types of Resources in Project Management: A Detailed Guide
> Dive into the diverse types of resources used in resource management, exploring their nuances, measurement metrics, industry relevance, practical applications, and their interplay within project management.
- Published: 2023-11-29
- Modified: 2025-02-21
- URL: https://birdviewpsa.com/blog/types-of-resources-in-project-management/
- Categories: Resource Management
Dive into the diverse types of resources used in resource management, exploring their nuances, measurement metrics, industry relevance, practical applications, and their interplay within project management.
Resource management is important for getting projects done. It's about making sure that you have the right resources, like people, time, and money, and that you use them in the best way possible. In this article, we'll dive into the diverse types of resources used in resource management, exploring their nuances, measurement metrics, industry relevance, practical applications, and their interplay within project management. Many different types of resources can be used in project management. Some of the most common include: Personnel: This encompasses individuals engaged in the project, including team members, contractors, and vendors. Time: This is the amount of time available to complete the project. Financial resources: This includes the money that is available to fund the project. Information and data resources: This includes the data, reports, and other information that is needed to complete the project. Material resources: This includes the physical materials needed to complete the project, such as equipment, supplies, and raw materials. Equipment resources: This includes the tools and machines needed to complete the project. Space resources: This includes the physical space that is needed to complete the project, such as office space, laboratory space, or warehouse space. In addition to the traditional types of resources mentioned above, there are a few other types of resources that are becoming increasingly important in project management. These include: Knowledge resources: This includes the expertise and knowledge that is available to the project team. This can be in the form of experience, training, or education. Network resources: This...
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### MS Projects Alternatives and Four Project Management Limitations in MS Project
> MS Projects Alternatives and 4 Project Management Limitations in MS Project. MS is the most renowned piece of project management software.
- Published: 2023-11-29
- Modified: 2023-12-08
- URL: https://birdviewpsa.com/blog/4-things-that-ms-project-has-wrong-about-project-management/
- Categories: Project Management
Microsoft Project is a software product that needs no introduction. It’s been around for three decades and it’s the most renowned piece of project management software. From our experience in speaking with many of our clients who have previously used MS Project, it’s a very complex tool with vast functionality. It works quite effectively for large businesses and long-term projects, but may not be well suited for small to medium-sized businesses - depending on your workflow of course! Don’t get us wrong, we love MS Project, and we have truly stood on their genius shoulders to build Birdview PSA. Alternative to Microsoft Projects How to Choose? An MS Project alternative refers to project management software that serves as a substitute for Microsoft Project, offering similar functionalities and features. These alternatives are designed to provide users with options beyond MS Project, catering to diverse needs and preferences. Key characteristics of MS Project alternatives include: Feature Set: Similar core tools for project management and planning, scheduling, and resource management. Task creation, dependency management, and Gantt chart visualization are common functionalities. User Interface: Intuitive and user-friendly interfaces comparable to MS Project. Navigation and layout that facilitate easy understanding and efficient project management. Compatibility: Compatibility with common project management file formats to ensure seamless data interchange. Import and export capabilities for Microsoft Project files. Collaboration Tools: Collaboration features, including team communication, file sharing, and real-time updates. Support for collaborative work environments and distributed teams. Cost-Effectiveness: Alternatives often offer competitive pricing structures, making them more...
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### How effective project milestones planning can influence your project's success
> Understanding project milestones: why setting milestones and monitoring their effective completion is vital for your project success.
- Published: 2023-11-28
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/how-effective-project-milestones-planning-can-influence-your-projects-success/
- Categories: Project Management
Imagine if all tasks, big and small, in a project, were given the same significance in terms of importance and management. A project plan may consist of dozens, hundreds, or even thousands of tasks, and rendering them equally important would technically lead to micromanagement in its most absurd, extreme fashion. It would become impossible to plan for any further steps, make necessary changes to projects if (or rather, when) needed, look at the big picture, or really, do anything that is mildly important when you are busy overseeing tiny steps in the ocean of tasks that are being performed by more than ten people. The Importance of Milestones in Project Management Milestones have a critical role in project management as they represent important points of progress or milestones within the project schedule. These are the stages that help track and manage the progress of the project. Milestones serve several important purposes: Track Project Progress. Project milestones provide markers to track project progress, which improves adherence to the project schedule and achievement of a defined goal. Communication. Project milestones serve as communication tools that allow the project manager, team members, and clients to understand the status of the project. Risk Management. Identifying and achieving milestones helps identify potential problems or delays early, which helps make decisions to reduce the risk of project delays. Team Motivation. Achieving milestones gives the project team a sense of accomplishment and increases morale and motivation. Resource Planning. Project milestones help you effectively allocate resources to plan...
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### Project Management 101: Dealing with ongoing projects
- Published: 2023-11-28
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/project-management-101-dealing-with-ongoing-projects/
- Categories: Project Management
- Tags: maintenance, ongoing, projects, tasks
A few weeks ago our support team received an interesting question from a client. She asked: “If a project was finished, but new things came up, should I just reopen the project and add a new activity or create a new project, instead? ” That’s a tricky one and, as you probably suspect, the answer is: “It depends. ” Let’s review some of the common scenarios and possible solutions. One-time task In fact, this is a very common case. You completed your project, your customers and stakeholders are happy and the pictures from the celebration party are all over Facebook (now you wish that Mark Zuckerberg never existed. ) All of a sudden you receive an email about one tiny, little, small thing that absolutely needs to be added to that project. If you indeed believe that it’s going to be a one-off activity, then the best practice, in this case, would be to re-open the project and add a new task there. This way you can save a lot of time, because all your project structure, team assignments, description, etc. is already there. So the new task is kept in the context of the project. New scope What if that tiny, little, small thing will require at least a few months of your team’s uninterrupted attention? What do you do (other than murmuring curses under your breath)? Under such circumstances, in most cases, it’s better to create a new project dealing with the new scope. This way it will...
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### Smart resource allocation and task scheduling: How do you do this
> This article explores the essentials of resource allocation and task scheduling, providing clear, practical advice for project managers.
- Published: 2023-11-28
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/smart-resource-allocation-and-task-scheduling-how-do-you-do-this/
- Categories: Resource Management
This article explores the essentials of resource allocation and task scheduling, providing clear, practical advice for project managers.
Effective project management hinges on two critical skills: resource allocation and task scheduling. Together, these elements form the foundation of any successful project. Yet, balancing these aspects can be challenging, especially as projects multiply and resources become limited. This article explores the essentials of resource allocation and task scheduling, providing clear, practical advice for project managers. Whether you're overseeing a single project or managing multiple initiatives, mastering these skills is key to keeping your projects on track and within budget. What is resource allocation? Resource allocation in task management is the assignment and management of resources to perform specific activities or tasks within a project. This process is necessary for the optimal allocation of personnel, time, and other resources to achieve the goals associated with the tasks. Resource allocations include: Personnel Assignment: Assigning people with appropriate skills. This ensures that tasks are completed by team members with the required capabilities. Time management: allocation of time resources based on task priorities and deadlines. Budgeting: managing the financial resources associated with completing tasks. This includes budgeting for any costs associated with paying team members and other costs necessary to complete the task. Workload balancing: Distributing tasks among team members to prevent individual team members from being overloaded or underutilized. Workload balancing is the most complex procedure for more efficient task execution. Risk management: Anticipating and addressing potential risks associated with allocating resources to tasks. This includes planning for unexpected delays, resource shortages, or changes in task requirements. Prioritization: Determining the order in...
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### Mastering Resource Forecasting for Engineering Firms: Overcoming 9 Common Pains
> Resource Forecasting is crucial in Engineering project management, enabling accurate determination of Resource Requirements.
- Published: 2023-11-25
- Modified: 2025-03-27
- URL: https://birdviewpsa.com/blog/mastering-resource-forecasting-for-engineering-firms-overcoming-9-common-pains/
- Categories: Engineering projects, Professional Services, Resource Management
In this article, we'll discuss the critical role that resource forecasting plays in effective resource planning, including how to conduct accurate forecasts and leverage data analysis to make better decisions. Resource forecasting is a critical part of project management. Its ability to precisely determine the resources required for a project, along with the associated timelines and costs, is invaluable, particularly in engineering firms. Nevertheless, the process of resource forecasting can be complex. It often encounters challenges that may hinder the accuracy of predictions. As a Delivery or Resource Manager, understanding these challenges is fundamental. This understanding paves the way for better strategies, contributing to improved forecasting accuracy. Let's explore these challenges in more detail, seeking to comprehend their origins and potential solutions. By confronting these issues head-on, you'll be well-positioned to make informed forecasting decisions, leading to more efficient project outcomes. Pain #1. Uncertain Project Scope A primary hurdle in resource forecasting is the ambiguity surrounding the scope of projects. Engineering firms frequently manage intricate and evolving projects, making precise estimation of time, effort, and resource needs difficult. This uncertainty can lead to inaccurate forecasting, making it challenging to allocate the right resources at the right time. Recognizing the importance of forecasting in project management, accurate resource forecasting becomes essential for engineering firms to optimize resource utilization, mitigate risks, and ensure successful project execution. Recipe to Success To overcome the challenge of uncertain project scope, implementing a few strategic measures can be instrumental. Implement an Iterative Planning Approach Adopt an...
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### Laptop or Desktop? Mobility in Project Management
> Laptop vs desktop is an important decision, especially in project management. See our approach to solving this problem of mobility!
- Published: 2023-11-23
- Modified: 2025-01-29
- URL: https://birdviewpsa.com/blog/laptop-or-desktop-mobility-in-project-management/
- Categories: Project Management
Laptop vs desktop is an important decision, especially in project management. See our approach to solving this problem of mobility!
There is an age-old (or at least, 1975-old) question in business that has very little to do with the fundamentals of revenues costs, or profits: Should I go with a laptop (also known as a notebook) computer, or should I choose a desktop one? In today's blog post, we'll break this down into manageable steps and help you decide which is the best for your situation. The mobility factor: do you need to be mobile? First and foremost, let's start with the basics: Do you need to be mobile? This can mean two different things: 1) Job Requires MobilityYou need to be mobile because your job takes you to different locations. This can be construction sites, the client’s offices, or simply moving between your company’s offices located in different cities. If you need to be productive (and I mean computer-level productive where a tablet won’t cut it), the question has already been answered for you, you need a laptop. 2) Periodic Remote Work You need to work from home periodically, either on the weekend or at night. For some people, this might be a necessity, for others, it might be a way to get ahead in their to-dos. Whatever the reason, if you can't leave your work at work, a laptop might be the answer for you. Now, there are other solutions like Dropbox where you can simply have permanent access to your files regardless of your medium, which might work well too, but not every employer will agree to...
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### Resource Allocation in Professional Services
> Explore what makes for effective resource allocation in Professional Services. Dive into strategies, tools, and insights.
- Published: 2023-11-23
- Modified: 2023-12-04
- URL: https://birdviewpsa.com/blog/resource-allocation-in-project-management-the-art-of-orchestrating-success/
- Categories: Resource Management
What is Resource Allocation in Professional Services? Resource allocation in professional services is the allocation of various resources to optimize service delivery. These resources may include personnel, time, finances, and other assets necessary to provide professional services. The goal is to allocate resources efficiently to meet customer needs and ensure project success. Key aspects of resource allocation in professional services include: Personnel Assignment: Finding and assigning individuals with the required skills and experience for specific projects or tasks. Time Management: Effectively plan and track employees' time to meet project deadlines. Financial Planning: Budgeting and managing financial resources and controlling project costs to ensure projects are delivered within the allocated budget. Workload Balancing: Distributing work among team members to avoid overload and effectively utilize everyone's skills. Risk Management: forecasting, identifying, and managing potential risks associated with resource allocation to minimize in-service delivery. Adaptability: Flexibility and adjustment of resource allocation in response to customer requirements or problems encountered. Collaboration: Maintaining communication channels to keep both clients and team members informed with a free Client portal about resource allocation plans, progress, and any adjustments made. Visualize yourself as the maestro of a grand symphony, poised for a virtuoso performance. Just as each instrument contributes a unique timbre to create an exquisite harmony, resource allocation is the key to orchestrating a triumphant project. Welcome to our comprehensive guide on resource allocation in Professional Services, where we'll explore the intricacies of this indispensable practice, its profound significance, the challenges it presents, and the tools that...
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### What Are Milestones in Project Management?
> Discover what a milestone in project management is and how it can add significant value to project scheduling and help project managers to determine whether or not the project is on schedule more accurately
- Published: 2023-11-19
- Modified: 2024-07-02
- URL: https://birdviewpsa.com/blog/project-management-101-what-are-milestones/
- Categories: Project Management
- Tags: best practices, milestone, parent, pm
In a reference to Project Management, a milestone is a special event that requires special attention. Milestones can add significant value to project scheduling. They help project managers to more accurately determine whether or not the project is on schedule. There are two most common ways of using milestones...
About Project Management, a milestone is a special event that requires special attention. Milestones can add significant value to project scheduling. They help project managers to more accurately determine whether or not the project is on schedule. What Is a Project Milestone? Project Milestones A project milestone serves as a management tool, delineating a notable point on the project timeline. Gantt chart milestones are instrumental for project managers to assess the project's adherence to the schedule. Setting milestones in the project plan enables the easy identification of crucial dates, key events, or milestones. Critical Path on Gantt Chart The Birdview PSA Gantt Chart is seamlessly integrated into all facets of your project. Utilizing the critical path feature, you can pinpoint and visualize all tasks and dependencies that have the potential to impact the project deadline. In case of adjustments, rather than modifying numerous due dates individually, you can make a single change, and the system will promptly update the others automatically. Additionally, you have the flexibility to establish multiple links between tasks, further streamlining the scheduling of your project activities. Here are key points highlighting the importance of milestones in project management: Progress Tracking: Milestones provide clear indicators of progress, allowing project teams and stakeholders to track the advancement of the project against the planned timeline. Timeline Visualization: They help in visualizing the project timeline by breaking it into manageable segments. Teams can easily identify where they are in the project and what tasks lie ahead. Communication and Reporting:...
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### 4 Effective Tips for Resurrecting a Dead Project
> Review the Objectives, Check the Foundations, Do a Team Inspection, and Don't Be Afraid to Start Over
- Published: 2023-11-18
- Modified: 2023-12-08
- URL: https://birdviewpsa.com/blog/4-effective-tips-for-resurrecting-a-dead-project/
- Categories: Project Management
Not all projects are completed successfully (or even just completed). Either the project runs out of funds, gets put on hold, or is such a mess that everyone would rather walk away than finish it.
Not all projects are completed successfully (or even just completed). Either the project runs out of funds, gets put on hold, or is such a mess that everyone would rather walk away than finish it. But sometimes, organizations look back at these dead projects and wonder why didn't we get this done? That's when project managers get the dreaded request: to breathe some life into this dead project and see if you can turn it into something useful. You could say no, of course, but that might reflect badly on you (and may even cost you your job). So how can you make the best of a bad situation and pull a working project out of your hat? 1. Review the Objectives The first thing you need to check is what the project was trying to accomplish. Even if the objectives are clear-cut, do they still align with the organization's current goals? If not, it may be an excellent opportunity to revisit the objectives and scope and make the project relevant again. 2. Check the Foundations If you're going to be completing this dead project, you need to know what you're building on. Does the previous work still hold up to current standards, or is it a mess that needs a lot of fixing? The answer will determine how quickly your team can get into the groove and start work in earnest, affecting your timeline and project budget. 3. Do a Team Inspection It's best to let your team see...
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### Introducing SharePoint Integration
> Learn more about the SharePoint integration for Birdview to simplify your document management and drive team collaboration.
- Published: 2023-10-25
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/sharepoint-integration/
- Categories: Product News
Learn more about the SharePoint integration for Birdview to simplify your document management and drive team collaboration.
We are excited to introduce a valuable addition to Birdview that aims to simplify document management and boost collaboration within your team:SharePoint Integration. This integration is available for all Birdview users. How It Works1. Log into your Birdview and SharePoint accounts. 2. Go to the Activity Center in Birdview and select any project or activity. 3. Go to the message board, click on the “paper clip” icon, and select “SharePoint”. You’ll be redirected to your SharePoint library. 4. Pick the files that you want to share in Birdiew and click on the “Select” button. You can now see the files attached to your message draft. Click “Post” to share the files. 5. Once you click on any file within the Birdview project or Activity, you’ll be redirected to the SharePoint library to view, edit, and manage the file, depending on your SharePoint user permissions. All files are stored within SharePoint and do not take up Birdivew’s cloud storage space once attached.
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### Professional Services Revenue Recognition: 101
> Learn more about professional services revenue recognition and how Birdview can help simplify and enhance this process.
- Published: 2023-10-23
- Modified: 2024-11-21
- 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.
Effective revenue recognition is paramount for professional services organizations to maintain financial accuracy and make informed decisions. In this article, we'll explore the complexities of professional services revenue recognition and how Birdview simplifies and enhances this process, ensuring accurate and agile revenue recognition. What is the Revenue Recognition Principle? The revenue recognition principle is the cornerstone of accurate financial reporting. It outlines when a company should record and recognize revenue. To meet this principle, four criteria must be satisfied: Persuasive evidence of an arrangement: Clear evidence must exist that an agreement or contract is in place. This evidence can take the form of written contracts, purchase orders, or other documented agreements. Delivery of services or goods: The organization must have delivered the promised services or goods to the customer. This delivery signifies that the organization has fulfilled its obligations under the agreement. Fixed or determinable price: The price of the services or goods should be ascertainable with reasonable certainty. This means that the organization should be able to determine the amount it expects to receive from the customer. Collectibility is reasonably assured: There should be a high likelihood of receiving payment from the customer. In other words, the organization should have a reasonable expectation that it will collect the revenue associated with the delivered services or goods. Failure to adhere to these criteria can lead to inaccurate financial statements, hindering informed decision-making across the organization. Complexities in Professional Services Revenue RecognitionProfessional services firms often grapple with the complexities of revenue...
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### Resource Scheduling in Project Management: An Essential Guide
> Uncover the importance of resource scheduling in project management. Learn best practices and tips to optimize efficiency.
- Published: 2023-10-09
- Modified: 2024-07-03
- URL: https://birdviewpsa.com/blog/resource-scheduling-in-project-management-an-essential-guide/
- Categories: Resource Management
Imagine you're planning a party. You need to invite people, buy food and drinks, decorate, and set up the music. It's a lot to do, and you need to make sure you have everything you need to have a successful party. What Is Resource Scheduling? Resource scheduling is similar. It's the process of planning and allocating resources, such as people, equipment, and time, to tasks to complete a project on time and within budget. Resource scheduling is essential in project management because it helps to ensure that projects are completed efficiently and effectively. Without proper resource scheduling, projects can quickly become over-allocated or under-utilized, leading to delays, cost overruns, and poor quality. Resource scheduling can also help to improve team communication and collaboration, as it provides everyone with a clear understanding of their roles and responsibilities. Definition and Basics of Resource Scheduling Resource scheduling is the process of assigning resources to tasks in a way that optimizes the use of those resources and maximizes the chances of project success. It involves considering the following factors: Types of resources: The types of resources that need to be scheduled can include people, equipment, time, and money. Resource availability: The availability of each resource needs to be assessed, taking into account factors such as existing commitments, vacations, and maintenance schedules. Task dependencies: The dependencies between tasks need to be considered, as some tasks cannot start until others are finished. Project deadlines: The project deadlines need to be taken into account, as resources need...
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### What is a Resource Manager? Roles & Responsibilities
> Discover the role of a Resource Manager in project success. Learn about responsibilities, essential skills, and how effective resource management drives business efficiency.
- Published: 2023-10-09
- Modified: 2024-11-28
- URL: https://birdviewpsa.com/blog/what-is-a-resource-manager-roles-responsibilities/
- Categories: Resource Management
Discover the role of a Resource Manager in project success. Learn about responsibilities, essential skills, and how effective resource management drives business efficiency.
Resource management is essential for project success. Without it, projects can quickly go over budget, miss deadlines, and fail to meet expectations. Resource managers play a key role in allocating and managing resources to help companies navigate increasing competition and shorter timelines. By optimizing resources, they improve project outcomes, cut costs, and drive business success. Here are just a few examples of how resource management can benefit businesses: Improve project success rates: Resource managers can help companies improve their project success rates by ensuring that projects are adequately staffed and equipped, and that resource allocation is efficient. Reduce costs: Resource managers can help companies reduce costs by optimizing resource planning and allocation and avoiding waste. Boost the bottom line: By improving project success rates and reducing costs, resource managers can help companies boost their bottom line. If you're interested in learning more about resource management, this article is for you. We'll cover everything you need to know, from the role of a resource manager to the essential skills and qualities they need to be successful. We'll also discuss the challenges faced by resource managers and how to overcome them. What is a resource manager? A resource manager is someone who makes sure that all the things needed for a project to succeed are in the right place at the right time. This includes things like people, money, equipment, and time. What's the difference between a resource manager and other management roles? Resource managers work with all levels of the organization...
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### Resource Management in Project Management: Process, Tools, Benefits & Technique
> A comprehensive guide on Resource Management. Get all processes, techniques and tips in one article to optimize your project success.
- Published: 2023-09-22
- Modified: 2025-02-09
- URL: https://birdviewpsa.com/blog/resource-management-in-project-management-process-tools-benefits-technique/
- Categories: Resource Management
Resource management is at the heart of any successful project. By optimizing the tools, people, and processes involved, we can ensure that a project not only meets its goals but also operates efficiently and effectively. This article explores the nuances of resource management in project management, shedding light on its importance, processes, benefits, tools, and techniques. What is Resource Management? At its core, resource management is about strategically planning and optimizing the use of resources—whether they're human, financial, physical, or technological. A well-defined resource management strategy ensures that the right resources are allocated to the right tasks, preventing wastage and enhancing productivity. Benefits of Resource Management in Project Management In the intricate web of project management, resource management shines as a pivotal anchor. Its significance stretches beyond mere allocation; it’s about orchestrating the very elements that transform a project blueprint into reality. Here are compelling reasons why resource management is deemed vital in the project management arena: Optimizing Performance Picture resources as instruments in an orchestra. Each instrument, when played at the precise moment, contributes to a harmonious symphony. Efficient resource management ensures every component, whether human talent or material, is harnessed at its peak. This includes aligning a team member's expertise with corresponding tasks and ensuring resources are never dormant. Financial Prudence Every resource carries a financial implication. From the paychecks of team members to the procurement of tools, there's a cost at every turn. Judicious resource management ensures these expenditures are curtailed. For example, sidestepping the pitfalls of...
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### New Features: Checklists and Formulas
> Discover the latest enhancements in Birdview PSA, featuring the new checklist functionality for streamlined task management and the power of custom field formulas for precise calculations.
- Published: 2023-09-06
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/product-update-checklists-and-formulas/
- Categories: Product News
Discover new updates to Birdview PSA that will revolutionize the way you manage your projects and activities.
We are excited to announce new updates to Birdview PSA that will revolutionize the way you manage your projects and activities: Checklists and Formulas. ChecklistsWith the introduction of checklists, you can effortlessly create and manage tasks within your activities and projects and have a comprehensive tool at your fingertips to streamline your tasks, enhance collaboration, and stay organized. How it WorksThe checklist functionality offers a wide range of capabilities designed to cater to your specific needs: Adding Checklist Items in Activity or Project Details: Divide tasks into clear, actionable items by adding checklist items. You can add up to 1000 characters to each line, providing the flexibility to capture detailed instructions or brief notes. Deleting a Checklist: Remove outdated or irrelevant checklists with just a few clicks, ensuring that your workspace remains clutter-free and focused on what matters. Closing Checklist Items: Keep track of completed tasks by closing checklist items. This visual indicator helps you monitor progress and celebrate achievements. Editing and Deleting Checklist Items: Plans change, and with the checklist feature, adapting to new circumstances is a breeze. Edit or delete checklist items as needed to reflect the most up-to-date information. Check/Uncheck All Checklist Items: Streamline your workflow by quickly checking off or unchecking all items in a checklist. This feature is especially handy for tasks that involve multiple steps. Read-only State for a Checklist: Sometimes, you want to share information without allowing edits. Activate the read-only state for a checklist when you want to provide information without altering...
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### Meet QuickBooks Integration for Birdview PSA
> Learn more about our one-way integration between Birdview PSA and QuickBooks, designed to seamlessly transfer time logs from Birdview PSA to QuickBooks.
- Published: 2023-08-17
- Modified: 2025-04-01
- URL: https://birdviewpsa.com/blog/quickbooks-integration-for-birdview-psa/
- Categories: Product News
Learn more about our one-way integration between Birdview PSA and QuickBooks
We are thrilled to announce the release of the one-way integration between Birdview PSA and QuickBooks. This seamless integration is designed to transfer time logs from Birdview PSA to QuickBooks effortlessly to streamline your organization’s payroll and invoicing workflows while optimizing your accounting processes. How It Works Connect QuickBooks and Birdview PSA Before you start the integration process, make sure your Birdview user account has administrative permissions. There are two ways to set up your QuickBooks integration. You may either go to your Birdview account and find the Integrations tab in the menu or go straight to the Intuit Marketplace. If you select the first option, navigate to the "Company Settings" menu in your Birdview account, select "Integrations," and proceed to the "Manage Apps" tab. Connect the two applications (you should be logged into both your QuickBooks and Birdview accounts). The status of the application will change to ‘Connected’. Export Time Logs from Birdview PSA to QuickBooks To send time logs from Birdview PSA to QuickBooks, go to the ‘Time Logs’ menu and click on the ‘Time Logs History’ tab in Birdview. Choose the time logs you want to export using the filter panel or multi-select checkboxes. Note that you can export up to 100 time log records at once. Click on the export button in the upper right corner and select ‘Export to QuickBooks’. The system will then lead you through a few additional steps to ensure the accuracy of the data chosen for export. Visit our...
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### Product Update: Resource Planning by Job Role
> Discover how the latest addition to Birdvew’s resource planning functionality can help your team get a holistic view of resources' workload at the job role level across the entire organization.
- Published: 2023-08-08
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/resource-planning-by-job-role/
- Categories: Product News
Get a holistic view of resources' workload at the job role level.
We are thrilled to announce that our Resource Planning Center is now equipped with the ‘Group by Job Role’ view mode. The new feature provides a holistic view of resources' workload at the job role level and allows users to easily identify overloaded, underloaded, and balanced roles in the organization. It offers you a reliable way to forecast resource demand vs. capacity. How It Works 1. Go to your Birdview PSA account and navigate to the ‘Resources’ tab in the menu on the left. 2. Choose the ‘Job Role’ option from the ‘Group by’ drop-down menu in the top right corner. 3. By default, you will see a collapsed view of all job roles created within your organization. The counters under job roles display the number of unnamed resources and real users assigned to this role. 4. On the right side of the ‘Group by Job Role’ view, you will see a job role usage or supply displayed in the form of histograms. The gray dashed line across each chart indicates the 100% utilization mark, also known as the capacity threshold. This graph shows the distribution of workload as a series of colored bars and allows identifying and fixing any disbalance in the workload. gray bar All required capacity for an unnamed resource is used. white bar No capacity is used either for unnamed resources or existing users. green bar Existing users are fully utilized. yellow bar Users are underutilized. red bar Users are overutilized. 5. Hover over any...
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### Episode 15: Getting Out of the Output Trap: A 4-Step Action Plan to Outcome-Based Thinking
> Listen to our new episode and discover the dangers of focusing on outputs instead of outcomes and provide a four-step action plan to break free from the output trap.
- Published: 2023-07-24
- Modified: 2023-07-24
- URL: https://birdviewpsa.com/blog/episode-15-getting-out-of-the-output-trap/
- Categories: Podcast, Professional Services
Hector Giner, CEO at Z1, dives deep into the dangers of focusing solely on outputs and shares practical strategies to shift towards outcome-based thinking.
Check out our latest podcast episode! In today's episode, John speaks withHector Giner, the CEO atZ1, an award-winning digital project studio. Hector leads a team of almost 100 digital crafters who have helped over 150 startup founders and experienced companies worldwide to launch their businesses into the market. With a background in engineering, product management, and visual design, Hector will discuss the dangers of focusing on outputs instead of outcomes. He'll share examples of how organizations often jump to solutions before understanding the right problems to solve and the negative impact this can have on time, resources, and brand reputation. John andHectorwill talk about: The common mistake of focusing on outputs rather than outcomesin all levels and areas of a company, including marketing, product, and internal workflows Thechallenges of critical thinking and innovative problem-solving in larger organizations with standardized processes and positions A four-step action plan to avoid the output trap and focus on outcomes, which can be applied to any area, such as workflows in the company or marketing strategy What can go wrong if someone’s trying to be outcome-basedon personal and organizational levels and how to avoid it Hector's personal experience creating a strategic initiativebased on the similarities he sees in different practicesTo ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or follow updates on ourwebsite. Want to know a four-step action plan to break free from the output trap?
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### Meet Birdview’s Enhanced Resource Planning Center
> Discover the power of Birdview’s resource planning features designed with your resource challenges and need in mind.
- Published: 2023-06-19
- Modified: 2023-07-14
- URL: https://birdviewpsa.com/blog/meet-birdviews-enhanced-resource-planning-center/
- Categories: Product News
At Birdview PSA, we always prioritize our customers' needs and strive to provide them with a variety of solutions to enhance their resource, financial, and project management experience. That's why we are thrilled to announce the release of our new Resource Planning Center designed with your resource planning challenges in mind. We believe it can change the way you book, allocate, and utilize resources for your projects. What New Capabilities You Get with Birdview’s Resource Planning CenterWhether you are a Project Manager, Resource Manager, or Delivery Manager, you gain access to a powerful Resource Planning Center that gives you visibility into every resource across your organization and the ability to: Book resource capacity and schedule hours at the project levelin advanceThis functionality provides a high-level overview of project effort, allows for resource forecasting, and offers flexibility in effort estimations. It is beneficial for project managers and teams who: Seek a holistic understanding of workload distribution Need to plan resources ahead of task creation Want the ability to adapt and adjust effort estimations as needed Identify your team’s capacity gaps to make informed decisions Get a complete resource planwith roles, scheduled hours, and timelines Allocate resourcesbased on your organization’s priorities and resolve conflicts in resource allocation Use resource placeholderswhen specific assignees are not known yet Find candidates for new projectsbased on their roles, skills, and availability Get visibility into your resourcesat the project and people levels Review your planned resource allocationagainst the current resource utilization and make adjustments if...
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### Product Update: Job Roles Bulk Action and Time Logs
> Discover what new features and improvements we have implemented to enhance user experience and streamline time management within Birdview PSA.
- Published: 2023-06-13
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/product-update-job-roles-and-time-logs/
- Categories: Product News
We have implemented new features and improvements for Job Roles and Time Logs to enhance user experience and streamline time management within Birdview PSA.
Meet our latest product update for Job Roles and Time Logs. We have implemented new features and improvements to enhance user experience and streamline time management within Birdview PSA. Job Roles Bulk ActionManaging job roles for multiple users has never been easier. With our new bulk action feature, users can now assign job roles across their team members. Go to the ‘Company Settings, click the ‘Users’ tab, select multiple users and choose a role from the drop-down menu in the upper right corner. Time Log UpdatesWe have enhanced the Time Log functionality with two features that will boost your productivity and data management capabilities. Export to CSV FeaturesOur latest update allows users to export their time logs to a CSV file effortlessly. Go to the ‘Time Logs’ section, select the time log entries you want to export, and click the ‘Export to CSV’ button in the upper right corner. If you haven't selected any time log entries, all of the visible time logs will be exported. Time Log Warning for Closed/Completed TasksOur updated design for the Time Log interface now prevents users from logging time for closed projects/tasks and helps them avoid inaccuracies in their time logs. The system will also warn users if they try to log time within projects/tasks that are no longer active.
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### Latest Update: Sample Data for Trial Accounts
> Enhance your trial experience with sample data for resources and explore our resource management capabilities right from the start with the latest update for trial accounts.
- Published: 2023-06-12
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/sample-data-for-trial-accounts/
- Categories: Product News
With our latest update, trial accounts can now use pre-made sample data during their onboarding. Users will be provided with the sample data for resources, thus allowing them to try our resource management and enhance their overall onboarding experience.
With our latest update, trial accounts can now use pre-made sample data during their onboarding. Users will be provided with the sample data for resources, thus allowing them to try our resource management and enhance their overall onboarding experience.
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### 5 common resource allocation problems and how to solve them
> Discover the most common challenges professional organizations face in terms of change management and the effective strategies that can help tackle them.
- Published: 2023-06-09
- Modified: 2024-12-09
- URL: https://birdviewpsa.com/blog/5-common-resource-allocation-problems-and-how-to-solve-them/
- Categories: Professional Services, Recommended, Resource Management
Discover the most common challenges professional organizations face in terms of change management and the effective strategies that can help tackle them.
Resource allocation plays a vital role in project management, enabling organizations, particularly professional services organizations, to effectively plan, manage, and utilize their resources. In the context of professional services organizations, resource allocation is critical for ensuring that the right talent is assigned to the right projects at the right time, maximizing productivity, and delivering high-quality services to clients. However, many professional services organizations face challenges when it comes to resource allocation, which can significantly impact project success, client satisfaction, and overall productivity. In this article, we will explore five common resource allocation problems faced by professional services organizations and provide practical solutions to overcome them. Defining resource allocationResource allocation in professional services organizations refers to the process of assigning and managing the available talent, skills, and expertise within the organization to specific projects, tasks, or clients. It involves determining the optimal distribution of resources to ensure that projects are adequately staffed, deadlines are met, and client expectations are fulfilled. Effective resource planning requires a thorough understanding of the organization's resource pool and capabilities, project requirements, and client priorities. Common resource allocation problems and solutions for Professional Services Organizations Resource Overallocation and Underutilization ProblemResource overallocation occurs when resources are assigned more work than they can handle, leading to burnout, decreased productivity, and compromised quality. Conversely, underutilization refers to resources not being fully utilized, resulting in inefficiencies and wasted potential. It is essential to address these issues effectively. Understanding the consequences of overallocation and underutilization is the first step. Overallocated resources experience...
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### Product Update: AI Onboarding and AI Project Plan Assistant
> Discover how Birdview’s AI Assistant help new users create a complete project plan for their projects in a matter of seconds.
- Published: 2023-06-06
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/ai-onboarding-and-project-creation/
- Categories: Product News
Create a complete project plan using our AI Project Plan Assistant.
Another exciting AI-powered product update for new Birdview trial users. With the help of our AI Project Plan Assistant, you can create and start managing your first project in a few clicks. Before, when you wanted to create a project within your trial account, you had to come up with an entire work breakdown structure (WBS), including tasks and sub-tasks. Now, our AI Project Plan Assistant takes care of it for you. How It WorksBirdivew’s AI Project Plan Assistant helps to create a complete plan for your project based on its title and the information you provide about your organization’s key industry and main project management goals when creating your first trial account. To see how the AI Project Plan Assistant works, you need either create a free trial account or log into the existing one. If you don’t have a trial accountTo start your free trial, fill out the form here:https://birdviewpsa. com/request-access/Once your request is sent, you can proceed with creating your trial account. 1. Fill out your name and click ‘Next’. 2. Specify what kind of work you are planning to do using Birdivew’s trial account. 3. Choose three project management functions you are interested in the most. 4. Send out invitations to your teammates. You’re all set! Now it’s time to create your first project. With the new AI-powered onboarding, simply put in the name of your future project and click ‘Next’. Our AI Project Plan Assistant will create an entire project plan, including tasks and...
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### Latest Update: AI Assistant and Feature Labs
> Discover the latest Birdview feature, AI Assistant, and improve your messaging and communication inside the organization. Test it in our Feature Labs!
- Published: 2023-04-18
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/ai-assistant-and-feature-labs/
- Categories: Product News
Be the first to test our new AI Assistant in Feature Labs
Birdview PSA aims to keep up with the latest trends and technologies to ensure our solutions meet our customers' ever-growing needs. We believe that Birdview’s further growth can not be imagined without the use of AI technology. Our recent features were designed to enhance your experience with Birdview PSA. We hope you'll find them helpful. AI AssistantMeet our new AI-powered tool - Birdview’s AI Assistant! AI Assistant helps you to concentrate on your work and important tasks, find the right messaging to improve communication with your team and save time and effort on creating messages and proofreading. You can find the AI Assistant in the message board once you open any project or task within the Activity Center. AI Assistant helps you: Find the right words for your message With Birdview's AI Assistant, you can start writing your message without worrying about how to phrase it. Whether you are assigning a task to a colleague or need to talk about the latest update on the project,Birdview’s AI Assistant will keep the context in mind and provides suggestionto make sure your message has all the information needed. Get clear and concise communication Extract the most important ideasfrom meeting notes, a vast client’s requirements description, etc. With a single click, the AI Assistant presents the most relevant information in a clear and concise manner that is easy to understand. Save time on edits and checks No need to spend time proofreading your message for spelling or grammar errors. The AI Assistant...
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### New Jira Integration for Birdview PSA
> Discover the latest Birdview PSA and Jira integration and get a powerful resource, project and financial management solution for your projects.
- Published: 2023-04-18
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/new-jira-integration-for-birdview-psa/
- Categories: Product News
Effortlessly manage your team's capacity, budgets, costs, and multiple projects all at once using a single platform.
If you were using Jira and Birdview PSA together before to manage your projects, you might be familiar with the challenges that come with working between two separate solutions. Duplicating data and constantly switching between two tools can cause confusion and inefficiencies, and can also be time-consuming and error-prone. Our Jira integration is designed to help Birdview PSA users transfer their Jira projects’ and users’ data into Birdview PSA. With this integration, you can now effortlessly manage your team's capacity, budgets, and costs for your Jira projects. How it works Synchronize projects between Jira and Birdview There are two ways to set up your Jira integration. You may either go to your Birdview account and find the Integrations tab in the menu or go straight to theAtlassian Marketplace. Connect the two applications (you should be logged into both your Jira and Birdview accounts). Finish the app configuration by choosing the Jira projects you want to synchronize. You can add new projects and remove old ones at any time. What data will be imported? Jira project data is automatically synchronized with Birdview PSA, including: Project and task titles Gantt chart dependencies Estimated hours and hours left Assignees
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### New Features: Job Roles and Access Levels
> Discover Birdview’s new features, Job Roles and Access Levels, that have been added to provide you with better resource management options.
- Published: 2023-04-14
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/job-roles-and-access-levels/
- Categories: Product News
We are excited to announce new features, Job Roles and Access Levels, that have been added to provide you with a better resource management experience.
We are excited to announce new features, Job Roles and Access Levels,that have been added to provide you with a better resource management experience. They will replace our previous feature called Roles and can be found in the Company Settings. How It Worked BeforeBefore the update, we had a feature called Roles that combined both employees’ business titles and security roles (permissions). This functionality had its downsides: It was allowed to set accesses only for each employee individually and not as a group, which sometimes could have been quite time-consuming. As a result, the same set of permissions was assigned across different roles only to define these roles by business titles. During the planning stage, if a manager hasn’t decided yet who exactly of the team members will be working on a project, there was the only option: to create a placeholder user and assign it to the task. As a result, some accounts were overcrowded with fake users. Business roles and permissions were inseparable and, as a result, only users with the “Manage system settings” permissions were allowed to create new roles. If a manager needed a new role for their project, they had to go to the system administrator to request this new role to be created. Skills and billing rates were set up and available only in the user’s details and were not connected to the actual business titles, which made the planning process too rigid. That is why we decided to separate security roles from actual...
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### Episode 14: Dangers of Adopting Software without a Proper Implementation Strategy
> Listen to our new episode and learn about the key steps of a proper software implementation process.
- Published: 2023-04-11
- Modified: 2023-04-13
- URL: https://birdviewpsa.com/blog/episode-14-dangers-of-adopting-software-without-a-proper-implementation-strategy/
- Categories: Podcast, Professional Services
Ashleigh will talk about the dangers of implementing software without a proper implementation strategy and what organizations should do to make sure they receive maximum value from the new tool.
Meet our newest podcast episode! In today’s episode, John speaks withAshleighClark, Chief Optimization Officer atProcess Alchemist, anonline training companyfocused on teaching you to create a flexible, adaptable program management strategy for your organization that's going to help you optimize processes without creating unnecessary overhead. Ashleighhas spent almost 2 decades in program and project management roles across various industries, focusing heavily on data and analytics. Today,Ashleighwill talk about the dangers of implementing software without a proper implementation strategy and what organizations should do to make sure they receive maximum value from the new tool. John andAshleighwill talk about: Why organizations keep making the same mistakes during the implementation process and what they should do instead Key steps of a proper implementation process built around the new tool Why invest in training the users on the right way to use the tool Why organizations need to identify KPIs before implementing new software and check back on them constantly To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or follow updates on ourwebsite. Want to avoid making common mistakes during the implementation process of new software and get maximum value from the new tool?
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### Introducing Negative Expenses for Birdview
> A negative value input is now available for all types of expenses for new Birdview PSA trial accounts. Visit our blog for the latest news and product updates.
- Published: 2023-04-05
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/negative-expenses-for-birdview/
- Categories: Product News
A negative value input is now available for all types of expensesfor new trial accounts. Negative amounts can come from reversing journal entries, vendor and supplier credits, refunds, and other corrections. Negative expenses can be added to your project’s data the same way you add other expenses. Select a project or a task to which you want to add information about expenses. Click on the Details next to the project/task name. Go to your project/task finances by clicking on the Billingicon in the top right corner. Go to the Expenses tab and click on the Log actual expense. Add a negative amount. Please note that this feature is not yet available for our mobile application. Note for existing clients: please contact our Customer Success team to enable this functionality for your account.
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### Episode 13: Success Story: How Hatch LTK Implemented Birdview PSA (formerly Easy Projects)
> Listen to our new episode on one of your favorite platforms and learn how Birdivew PSA can become a single source of truth for your organization’s resources, finances, and projects.
- Published: 2023-03-24
- Modified: 2023-04-04
- URL: https://birdviewpsa.com/blog/success-story-how-hatch-ltk-implemented-birdview-psa/
- Categories: Podcast, Professional Services
Erika Brown will talk about her experience implementing and working with the Birdview PSA solution (formerly Easy Projects) and will also share her advice on how it’s best to introduce new technologies to the team to minimize risks.
Our newest podcast episode is now live! In today’s episode, our guestErika Brown, the Director of Projects Assurance and Controls atHatch LTK, a professional services firm delivering technical and strategic services to the infrastructure sector, with a focus on Passenger Rail. Erika will talk about her experience implementing and working with the Birdview PSA solution (formerly Easy Projects) and will also share her advice on how it’s best to introduce new technologies to the team to minimize risks. Erika will tell how Birdview PSA helped their organization to: Improve resource utilizationand provide early insight into hiring projections to facilitate hiring decisions Improve project managementdelivery processes and procedures Integrate all business systems and information into one enterprise system, providing asingle source of truth for resources, finances, and projects With Birdview PSA, Hatch LTK achieved great results andsaved approximately 1,700 hrs and $300K per year. To learn more about these and other achievements, check out our Hacth LTK case study here:https://birdviewpsa. com/client-case-studies/hatch-ltk/ To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or follow updates on ourwebsite. Want to know how to introduce new technologies to your team and make it as painless as possible?
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### We've Rebranded! Meet Birdview PSA
> Birdview PSA is the new name of Easy Projects. Our comprehensive platform helps professional services organizations plan, manage, and forecast resources, projects, and finances in one place.
- Published: 2023-02-28
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/easy-projects-has-rebranded-as-birdview-psa/
- Categories: Professional Services
We are excited to announce that Easy Projects has officially rebranded as Birdview PSA.
We are excited to announce that Easy Projects has officially rebranded as Birdview PSA. As you might already know, for a while, we had two sets of products: Easy Projects - a project management platform, and Birdview PSA - professional services automation platform. Our new name reflects our commitment to providing professional services organizations with a single source of truth for resources, finances, and projects. By consolidating our two products, Easy Projects and Birdview, into one platform, we can now offer a more efficient and streamlined service offering to help organizations grow faster. What Birdview PSA OffersBirdview PSA is a full-cycle platform designed to help professional services organizations grow faster and increase profit margins by planning, managing, and forecasting resources, projects, and finances in one place. We focus on providing our customers with a bird's-eye view of their business operations, giving them the tools they need to make informed decisions and drive growth. By consolidating our products into one platform, we can now offer customers a comprehensive solution that covers every step of the service delivery cycle. "Our mission is to help organizations grow faster by providing them with a single source of truth for resources, finances, and projects," said Vadim Katcherovski, CEO of Birdview PSA. "The name Birdview PSA reflects this mission much better, and we believe it embodies our commitment to giving our customers the tools they need to make informed decisions and achieve their goals. "Birdview PSA offers customers a single source of truth for resources, finances,...
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### Episode 12: Innovation 101: How to Foster Right Changes in Your Organization
> Learn the dangers of reclaiming that your company is innovative when you are not and what strategies and approaches to use to drive innovation inside your organization.
- Published: 2023-02-21
- Modified: 2023-02-23
- URL: https://birdviewpsa.com/blog/episode-12-innovation-101-how-to-foster-right-changes-in-your-organization/
- Categories: Podcast, Professional Services
John speaks with Izabela Nanushi, Director of Innovation at Interac, one of Canada’s leading and most trusted financial brands. Izabela will talk about the dangers of reclaiming that your company is innovative when you have not really put in place the disciplines and measurements to ensure you are.
Meet our new episode of theWhen Spreadsheets Hit the Fanpodcast! In today’s episode, John speaks withIzabela Nanushi, Director of Innovation atInterac, one of Canada’s leading and most trusted financial brands. Izabela will talk about the dangers of reclaiming that your company is innovative when you have not really put in place the disciplines and measurements to ensure you are. John and Izabela will discuss: Why so many organizations are touting that they want to be innovative and making promises but don't really follow through on the behavior How organizations should make this commitment to innovation and how they should follow through Types of innovations on long-term and short-term horizons What are the right questions to ask when thinking about introducing innovation to your organization What are the top challenges for companies when it comes to innovation What are the reasons why innovative behavior is so powerful What is strategic foresight methodology and MVE (minimum viable ecosystem) and how they help organizations drive innovation To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or follow updates on ourwebsite. Want to know what strategies and approaches to use to help your your organization foster innovation?
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### How to Get Project Status Updates and Not be a Pest
> For a project manager to be truly effective, he has to know what happens in a project. That means getting information from multiple sources.
- Published: 2023-02-13
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/how-to-get-status-updates-and-not-be-a-pest/
- Categories: Project Management
For a project manager to be truly effective, he has to know everything that happens in a project. That means getting information from multiple sources, sometimes several times a day. In a high-stress profession like project management, that can really test people’s patience—both yours and your team’s. So how can you keep yourself abreast of the situation while not getting on people’s nerves? Be Polite Being in a rush is no excuse for being rude. Especially to people whom you work with so closely and often. Always phrase your requests for information politely, and use a calm tone of voice when speaking in person. Don’t talk over them when they try to respond: they may be trying to explain their own situation and why it’s difficult for them to comply with your request. Use a Project Reporting System Many project management software programs offer reporting and status update tools, which give team members the ability to submit their own updates into a single location for you to view. You won’t have to be in their face all the time by sending intrusive emails or tapping them on the shoulder. A project management software tool greatly helps in organizing information and, depending on the program, allows clients to view the same information and skip a step in the communication chain. Agree on Reporting Procedures Whether your team members are working on short-term tasks or long-term ones, it’s good to have a set protocol when it comes to submitting status updates. Set up a...
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### 5 Performance Evaluation Questions to Spark Self-Improvement
> 5 Performance Evaluation Questions to Spark Self-Improvement. Learn more about project management on Easy Projects blog!
- Published: 2023-02-13
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/5-performance-evaluation-questions-to-spark-self-improvement/
- Categories: Project Management
Every employee has to go through a performance evaluation, and as project manager the task falls on you to help your team members improve. Yes, you need to communicate your opinion of their performance in an impartial and constructive manner, but that’s only half the job. The other half is to get them talking—not just to defend their performance, but to help them realize on their own what they need to do. Because true improvement only works if it’s self-realized, not when it’s forced upon them by others. As such, here are 5 questions you can ask to help light their internal fire: 1. Do you think this assessment is fair? Why or why not? First up, you want to give your team member to respond. And when you ask this question, you have to mean it. I’ve had performance evaluations where I knew that it was useless to defend myself, because the manager had already made up his mind about me, whether or not he had his facts straight. 2. If you were in my position, what would be your advice to yourself? This is a good intellectual exercise that puts the team member in a position of authority, and reverses the role. He’ll be thinking like a manager and evaluating his own performance in a somewhat more impartial manner. It’ll also let him picture himself in a management role—something he may not have ever done before. 3. What can I do to help you improve? The phrasing of this question...
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### Episode 11: The Danger of Trying to Do Everything In-House: Why Businesses Need Experts
> Discover why doing everything in-house instead of hiring an expert may not always be a good idea for your business. Listen to the latest When Spreadsheets Hit the Fan podcast episode.
- Published: 2023-01-25
- Modified: 2024-08-30
- URL: https://birdviewpsa.com/blog/episode-11-the-danger-of-trying-to-do-everything-in-house-why-businesses-need-experts/
- Categories: Podcast, Professional Services
The new episode of theWhen Spreadsheets Hit the Fanpodcast is out! In today’s episode, John talks toStefanie Curtis,the CEO ofPace Creative, an award-winning women-led marketing agency that builds marketing growth strategies based on data and research for predictable growth for major global companies. In this episode, you will learn: The dangers of always trying to do everything in-house without the use of a qualified expert to guide you What mistakes executives make when searching for experts to solve their business problems Why executives make these mistakes again and again How to understand when you should stop trying to do everything in-house and should hire experts What steps you should take to know what experts your business needs Want to learn how to find a great expert to cover your business needs?
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### Episode 10: Ensuring Your Project’s Success: Best Techniques Shared by a PMO Professional
> Learn the best techniques to ensure your business initiative is poised for success right from the very start. Listen to the latest When Spreadsheets Hit the Fan podcast episode.
- Published: 2023-01-25
- Modified: 2023-02-24
- URL: https://birdviewpsa.com/blog/episode-10-ensuring-your-projects-success/
- Categories: Podcast, Professional Services
Our guest, Kathy Carrillo, an Independent PMO Professional, has been working in the architecture, engineering, and construction industry for over 17 years, with roles focused on project management for the last 13 years.
The new episode of theWhen Spreadsheets Hit the Fanpodcast is here! This time, John talks toKathy Carrillo, an Independent PMO Professional, who has been working in the architecture, engineering, and construction industry for over 17 years, with roles focused on project management for the last 13 years. In this episode, you will learn: Best techniques for ensuring that a business initiative is poised for success right from the launch Understanding the who, what, when, where, why, and how before you get to the solution Asking the right questions and gathering all the information Figuring out what a good KPI could be, to measure your project success Want to know how to build up your project’s success from the start?
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### 9 Reasons to Give Your Client Access to your Project Management Software
> 9 Reasons to Give Your Client Access to your Project Management Software. Learn more about project management on Easy Projects blog!
- Published: 2022-11-29
- Modified: 2023-11-29
- URL: https://birdviewpsa.com/blog/9-reasons-give-client-access-project-management-software/
- Categories: Project Management
Many project management tools provide task-specific discussion boards where team members and clients can discuss project-related issues or topics. An open channel like this is vital for clear project direction.
I get all sorts of reactions when I suggest giving a client access to the team’s project management software—some are skeptical, while others are violently opposed. But despite the initial resistance, they eventually see that there can be some great reasons for letting the client in. 1. The clients get more involved You’d think that the clients would love to be involved, considering they’re paying for this project. Unfortunately, many clients just hand it off to the PMO and forget about it, and need to be given a re-brief every time you have a status update. Giving them a sneak peek into the “kitchen”, as it were, can help retain their interest. 2. More transparency If the client ever has doubts about whether you’re earning your pay, just tell them to log into the system and check your task assignments. If they have a clearer idea of what’s going on, they’ll (hopefully) be more appreciative of your team’s efforts. 3. Opens up discussions Many project management tools provide task-specific discussion boards where team members and clients can discuss project-related issues or topics. An open channel like this is vital for clear project direction. 4. Get direct feedback No more middlemen! Now, if a client or user encounters an issue, they can communicate their feedback straight to the team. This is especially important if the issue is time-sensitive (like a live website). 5. Client access demonstrates trust You’re taking a big risk by letting an outsider into your project management system. The client needs to understand that and...
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### Episode 9: Designing a Better Hiring Process: Mistakes to Avoid and Steps to Take
> Discover what a great hiring process should be to benefit the business and the candidate. Listen to the latest When Spreadsheets Hit the Fan podcast episode.
- Published: 2022-10-03
- Modified: 2023-02-24
- URL: https://birdviewpsa.com/blog/episode-9-designing-a-better-hiring-process-mistakes-to-avoid-and-steps-to-take/
- Categories: Podcast, Professional Services
The latest episode of theWhen Spreadsheets Hit the Fanpodcast is out today! Ever wondered what a great hiring process should look like to benefit your business and the candidates you are interviewing? This episode will provide answers to the most common questions and concerns. This time, John talked toRyan Schram, the President & Board Director atIZEA, about the importance of the hiring process in the modern era of remote and hybrid work and the biggest hiring mistakes every organization should avoid. In this episode, you will learn: How to avoid major hiring mistakes when selecting job candidates to interview The importance of understanding which soft skills are relevant to your business when hiring a new employee The negative impact on the organization in terms of revenue and resources when not hiring for soft skills What a good hiring process should look like in the era of remote and hybrid work Want to know how to design a great hiring process to acquire the best talents in the market?
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### Episode 8: Project Manager 101: Why You Should Let Your PMs Lead with Their Superpowers
> Learn about the value that great project managers bring to their team and organization in our newest episode of the When Spreadsheets Hit the Fan podcast.
- Published: 2022-08-31
- Modified: 2023-02-24
- URL: https://birdviewpsa.com/blog/podcast-episode-8-project-manager-101-why-you-should-let-your-pms-lead-with-their-superpowers/
- Categories: Podcast, Professional Services
The new episode of theWhen Spreadsheets Hit the Fanpodcast is live on all platforms! In today’s episode, we’ve tried to dive deep into the role of a project manager and identify what value PMs can bring to every project and organization. In this episode, John speaks with Rebecca Seago-Coyle, the Director of Project Management at ConcertAI, about the pitfalls of working with an accidental project manager and why project managers can become a foundation of the organization’s future growth and success. In this episode, you will learn: Why a good project manager matters The biggest project management mistakes every organization makes What methodologies can be applied to fix these mistakes Want to know what stands behind a good project manager?
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### Episode 7: Digital Transformation: How to Make It Work
> Check out the new episode of When Spreadsheets Hit the Fan podcast to learn what real digital transformation looks like and what mistakes to avoid when digitizing your business.
- Published: 2022-08-24
- Modified: 2023-02-24
- URL: https://birdviewpsa.com/blog/podcast-episode-7-digital-transformation/
- Categories: Podcast, Professional Services
The new episode of the When Spreadsheets Hit the Fan podcast is out! We started this show to share the greatest insights of the professional services industry. In today’s episode we’re going to talk about one of the most important processes that any business should face sooner or later - digital transformation. Our host John talks to Shawn Freeman, the Vice President at Fully Managed, former TWT Group, about the importance of digital transformation and common mistakes organizations make when digitizing their businesses. In this episode, you will learn: What common digital transformation mistakes and misconceptions exist Why disruption is ok for your business How technology simplifies any business development Does anything sound relevant to your business? Then follow this link:
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### Episode 6: Moving Past Band-Aid Solutions: The Importance of Scaling Processes
> Learn how to get rid of micromanagement and timing decisions, adjust processes, and measure the results of their use.
- Published: 2022-08-10
- Modified: 2023-02-24
- URL: https://birdviewpsa.com/blog/podcast-episode-6-moving-past-band-aid-solutions-the-importance-of-scaling-processes/
- Categories: Podcast, Professional Services
In today’s episode, John speaks withKai Fahrion, Co-CEO atZeno. Kai has been managing renewable energy projects for many years and is ready to share his secrets of building processes in the business. You'll learn all about what to do and how to measure the results in this episode! Today’s topics are: Proactive process improvements over band-aid solutions The pitfalls of a reactive micromanagement-based process Why KPI’s matter when measuring process improvements Tired of micromanagement and want to achieve new goals?
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### Episode 5: How Do We Ask the Right Questions to Change the Status Quo?
> Learn how to get your company out of its comfort zones and recognize when the status quo you’re currently stuck in needs a change.
- Published: 2022-07-27
- Modified: 2023-02-24
- URL: https://birdviewpsa.com/blog/podcast-episode-5-ask-the-right-questions-to-change-th-status-quo/
- Categories: Podcast, Professional Services
It is with great joy that we share the new, fifth episode of the podcast! It's called “How do we Ask The Right Questions to Change the Status Quo? ”In today’s episode, John speaks with COO at Galatea Technologies,Cara Haberstock, about getting out of your company’s comfort zones, recognizing when the status quo you’re currently stuck in is in need of a change, and how to ask the right questions to make the necessary changes to your work routine. John and Cara talk about Identifying the status quo and getting away from it Asking the right questions to the right people on how the status quo should change How we can change our own mindset and viewpoint to recognize what should change. Learn how to do what's best for your business and not get stuck in the status quo:
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### Birdview is a Gold Medalist in the 2022 ITRG/SoftwareReviews Project Management Data Quadrant Report
> Birdview PSA is rated #1 in six categories in the 2022 Project Management Quadrant Report by SoftwareReviews, all thanks to our customers’ feedback. Check it out now!
- Published: 2022-07-15
- Modified: 2023-10-23
- URL: https://birdviewpsa.com/blog/birdview-is-a-gold-medalist-in-the-2022-itrg-softwarereviews-project-management-data-quadrant-report/
- Categories: Professional Services
TORONTO, Jul. 15, 2022 –Birdview PSA, a solution designed as a single source of truth for resources, projects, and finances for professional services organizations, today announced that it has been recognized as a gold medalist leader in the
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### Episode 4: Why Are 75% of PMOs Disbanded Within Three Years?
> Listen to our new episode and learn how to build a world-class PMO and ensure it won't be disbanded in the next three years.
- Published: 2022-07-13
- Modified: 2023-02-24
- URL: https://birdviewpsa.com/blog/podcast-episode-4-disbanded-pmos/
- Categories: Podcast, Professional Services
We are excited to share with you a new episode of the podcast focused on the work and development of the Office of Project Management. This time John speaks with Randy Hall ofLogically. Logically is a national managed IT Service Provider with the goal of making IT Management easy and secure for hundreds of corporations, healthcare organizations, Not-For-Profits, and Public Sector Agencies. Randy’s the Director of Project Management, where he helps build project-focused, customer-centric departments. John and Randy talk about: Building A World-Class PMO The Biggest Mistake People Make When They Initially Establish a PMO What KPIs you should use to measure the effectiveness and success of your PMO Do you face the issue with your project management department, or do you just want to improve its performance? Follow this link:
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### Latest Product Update: Date Rollup
> Another useful option for finely tuned project management. In Easy Projects you can now decide if the project end date is tied to the last task.
- Published: 2022-07-06
- Modified: 2023-04-05
- URL: https://birdviewpsa.com/blog/product-update-date-rollup/
- Categories: Product News
We know that sometimes clients need to keep the project timeline but add tasks there or extend their time frame. After all, an overdue deadline is still a deadline. It's for just such purposes that the latest update will be handy: Date Rollup. It allows the clients to choose if they want project dates to be recalculated based on task dates or manually set everything. The option applies either to the entire account or to each project separately. Here's how to turn Date Rollup off or on:Company Settings > Account Settings > Advanced Settings > Dates RollupYou can learn more about how Date Rollup works in the detailed material on the help page.
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### Episode 3: Why Companies Must Continue to Update Their Value Proposition
> Learn why business value proposition should always be updated and what it can bring to every organization in our latest episode of the "When Spreadsheets Hit the Fan" podcast.
- Published: 2022-06-29
- Modified: 2024-08-30
- URL: https://birdviewpsa.com/blog/podcast-episode-3-why-companies-must-continue-to-update-value/
- Categories: Podcast, Professional Services
The third episode of our podcast on business values is ready . Today we will figure out why companies must keep updating their value proposition and In today’s episode, John speaks with Edmund Hugo Lunde. Edmund is the Co-Founder and COO of Arion Blue – a privately held engineering company based in Huston, Texas. And here are the main topics they discuss: Why do many companies fail to keep their value propositions current and relevant Examples of Companies that fail to do this How Steve Jobs is an example of a leader who was a master of keeping the value proposition current even in the midst of adversity Does all this sound familiar and relevant to your business? Then follow this link:
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### New Feature Alert: Color Coding
> Check out the new color coding features for our project and resource management solutions to keep control of your projects' statuses.
- Published: 2022-06-14
- Modified: 2023-04-05
- URL: https://birdviewpsa.com/blog/new-feature-alert-color-coding/
- Categories: Product News
Today, we want to introduce you to a new feature that will make it easier to keep track of project statuses and organize them visually. Sometimes colors aren't just about design. As we all love colorful stickers to organize our routines, color coding can also be a handy tool. So, we are happy to announce that this helpful option is now available to all users with Enterprise and Team licenses of Easy Projects and Birdview. If you use the statuses out of the box, they will default to this: Open – yellow In progress – green On hold – red Closed – blue. The color coding will require adjustment if you're using custom statuses and fields. Just open the workflow, choose “fill color” there, and select a color. All tasks will be color-coded the way you want them to be. Learn more about the Color Coding feature: https://www. youtube. com/watch? v=lBrVYgGwx5E&ab_channel=EasyProjects%7CBirdviewPSADid you like this update? We value your feedback more than anything else and are always willing to help with problems. Just get in touch with our support team.
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### Episode 2: Business as an Ecosystem: Thinking Beyond Buyers and Sellers
> Discover the biggest mistake professional service organizations make and what negative impact it can bring to business owners and customers in our new episode.
- Published: 2022-06-08
- Modified: 2023-02-24
- URL: https://birdviewpsa.com/blog/podcast-episode-2/
- Categories: Podcast, Professional Services
We are incredibly excited to bring you the second episode following the excellent first episode of the podcast series. In this episode, our host, John, talks to Zach McGrath of LCG Advisors about the power of partnership-based strategies that professional service organizations can use for the benefit of their business. Relationships within and outside the company are becoming more and more complex, in a good way. Now those who think more broadly than they did a few years ago are the ones who stay on top of it. What we'll discuss this time: The one big mistake professional service organizations make What’s the negative impact of bringing on a stingy customer? The importance of setting expectations with new customers The Due Diligence teams make the deals stronger, not longer Value-Based Partnerships Does all this sound familiar and relevant to your business? Then follow this link:
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### Episode 1. Digging Out the Data: A Case for Measurement as a Core Company Value
> Check out the very first episode of the “When Spreadsheets Hit The Fan” podcast by Birdview PSA.
- Published: 2022-05-24
- Modified: 2023-02-24
- URL: https://birdviewpsa.com/blog/podcast-first-episode/
- Categories: Podcast, Professional Services
Over the years that we have worked in PSA and Project Management, we have met hundreds of interesting people: real professionals and talented managers. They are everywhere. Among our clients, partners, competitors, and representatives of related industries. Due to the fact that all these people have the opportunity to communicate, share knowledge and experience and learn from each other, the industry is growing more and more every year. Today, we are excited to launch our “When Spreadsheets Hit The Fan” podcast so that those people we truly admire can be heard by hundreds and thousands of professionals. We are finally ready to share the most valuable thoughts and knowledge, which usually stay internal, with you. When Spreadsheets Hit The Fan is a podcast about best service practices for industry leaders. We invite those who have the hands-on problem-solving experience to join it. The host, John Litterick, asks guests about their personal experiences rather than lengthy examples, so the podcast cases are real life. We speak with Sean Collier, Chief Operating Officer at Etna Interactive in this episode. He will tell the listeners how data helps him make the right business decisions. Among the main topics: The Importance of >The Shortcomings of Product-Based Organizations: Is there really a market for what you’re selling? Finding the balance between speed vs >The Case for Measurement as a Core Company Value Listen, share, and comment! And don't forget to subscribe toWhen Spreadsheets Hit The Fanon your favorite site, so you don't miss the next...
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### Meet Our New Activity Center for Birdview PSA and Easy Projects!
> Discover enhanced Activity Center design and functionality to see how the new update makes it simpler to access all of the project data and activities.
- Published: 2022-05-10
- Modified: 2024-02-16
- URL: https://birdviewpsa.com/blog/new-activity-center/
- Categories: Product News, Professional Services, Project Management
Today, we are excited to announce a big update for our Activity Center (AC) that is now available for all of our Birdview PSA and Easy Projects users. Enhanced AC design and functionality make it even simpler for you to access all of the project data and activities. The latest update provides an easier way to: Fully customize the table view (resize and freeze columns as required) Manage and share saved views Search within the AC by project’s ID and names See baseline on the enhanced Gantt view Find projects and tasks using the redesigned filter panel Use color coding to spotlight important tasks If you are using Birdview PSA or Easy Projects, simply go to your Activity Center to try out new features. Check out our short intro video below to learn more about the new functionality and design. Want to dive deeper into the differences between the old and new AC versions? Watch the recording of our latest webinarwhere our Customer Success Team shared the best practices for applying new AC features, and answered 50+ questions from our users. We put our clients first and aim to design the right solution to capture your company’s key needs. If you want to share your feedback or have questions about the new Activity Center, feel free to get in touch withour support team.
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### Latest Product Update: Trouble Indicators and Snoozing Feature
> Discover our new risk indicator feature purpose-built for making it easier for project managers to spot and fix troubled projects and tasks.
- Published: 2022-05-04
- Modified: 2023-10-23
- URL: https://birdviewpsa.com/blog/project-trouble-indicators/
- Categories: Product News, Professional Services
Any properly built business process requires managers and teams to accurately meet their planned deadlines, timelines, and budgets. Any discrepancy can immediately result in a shift in the plans and forecasts of the team, company, or client. This time, we are excited to announce our new functionality to make it easier for you to spot and fix issues on projects and tasks, as well as to prevent them from occurring. Project Trouble IndicatorsTrouble indicators show whether your projects have any tasks or metrics that are out of their normal state, can negatively affect project results, and require your attention. The functionality is available both for Easy Projects and Birdview PSA users. To see troubled projects, go to the Activity Center. Trouble indicators will be displayed in the first column next to the project or task name. The number on the indicator shows how many issues your project/task has. There are two types of trouble indicators: Red indicatorsshow that there are already issues with the project deadline, overloading, or budget overrun. Yellow indicatorsshow that some of the tasks are at risk and it is still possible to prevent it. For example, the projected budget may go beyond its limits. Note that this feature is only available if you have the End Date, Estimated Hours, and Total Budget fields active in your Activity Center. Check out our short tutorial video to learn more about project trouble indicators. How to hide and snooze project trouble indicators If you don't need...
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### We Stand With Ukraine
> We strongly condemn Russia’s aggression and we stand in solidarity with the Ukrainian people. We invite everyone to support Ukraine in its fight for freedom and peace.
- Published: 2022-03-07
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/we-stand-with-ukraine/
- Categories: blank
We are against war. We are against violence. We strongly condemn Russia’s aggression and the unprovoked Russian military invasion of peaceful Ukraine that dramatically impacted millions of civilians. Easy Projects and Birdview are designed and developed by our global team, with a number of members having deep connections to Ukraine, and it hurts to see how Ukrainian people, their families, and friends suffer. We underline our unwavering support for Ukraine and refuse to provide our products and services to the Russian Government agencies or any Russian businesses that support the war (via cyber warfare, combat, or disinformation). There are multiple ways we and you can help Ukrainian people. Here are some of the humanitarian organizations you can support now. The Red Cross Ukraine Emergency Appeal DonateNova Ukraine Humanitarian AidJoin the Fundraiser
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### New Search and Resource Loading Features for Birdview PSA
> Discover the latest features for Birdview PSA to make it easier to browse through your projects and tasks and better manage your resource loading.
- Published: 2022-03-07
- Modified: 2023-04-05
- URL: https://birdviewpsa.com/blog/new-search-and-resource-loading-features-for-birdview-psa/
- Categories: Product News, Professional Services, Resource Management
The Birdview PSA team is happy to introduce our new features within our Activity Center to help you better view and manage your projects and resources. 1. New Search Functionality for Better User Experience Birdview’s search functionality was available for all users before, but the latest update is aimed at improving our users’ experience. The new search field can be accessed from any tab or page within the Birdview PSA platform. Users can now search for tasks, projects, customers, assignees, and portfolios by their names or IDs. You no longer need to scroll through countless tasks to get the information you need. Simply start typing in the name of the task or the project you want to find in the search bar and get instant results. 2. Automated Back/Front Load Functionality to Adjust Your Team’s Workload Every project manager knows how much time and effort it takes to plan a team’s workload. Before the update, Birdview PSA offered two options for adjusting the team’s assigned workload: manual and automated. With the latest update, Birdview PSA now offers two more options: back load and front load. Both features introduce intelligent workload distribution at the end or the beginning of a task, thus eliminating the need for manual data entry and saving the project manager’s time. You can find a more detailed description of each feature below. Even workload allocation This feature allows dividing the time needed to complete the task evenly across the assignee’s working days. Example: The team...
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### Top 11 tools and apps for professional services organizations 2025
> Discover the top tools and apps for professional services organizations to keep up with the constantly changing market expectations and customer demands.
- Published: 2021-10-19
- Modified: 2025-04-16
- URL: https://birdviewpsa.com/blog/tools-for-professional-services-organizations/
- Categories: Professional Services, Software Ratings
- Tags: application for engineering services, best tools for it professionals, essential tools for marketing, service business apps
What are the best applications that can help your professional services organization succeed? Check out our blog to find a tool perfect for your needs.
The business world can argue about every topic in the world, except for one fact: change is inevitable. The changing scenery in industries and organizations derives from innovations and workers looking to adapt to new tools and processes. Temporary or not, these changes are essential for organizations that want to stay ahead of the competition and succeed in their domain. In 2025, the conversation is livelier on Slack than at the water cooler. With this in mind, let's have a look at the top seven professional services tools your organization needs to improve performance and keep your teams productive. All of these apps are dedicated to catering to employees' needs and offering practical management solutions. Apps for project and workflow management Birdview PSA Having one platform to cater to your organizational needs is fantastic, but having one fully-featured solution for all types of professional services is a must-have. Birdview PSA helps professional services organizations automate process of service delivery. It offers you a one-stop solution for your projects, resources, and finances and includes advanced functionality and tools for billing clients, as well as tracking revenue and profits. With this professional services tool, users enjoy fast implementation and onboarding processes. It is effortless to use, and an award-winning user interface allows for practical functionality and maximized productivity. Birdview offers two pricing plans at a trade-off price, meaning that you can enjoy using all the platform's key features without compromising your budget. Now you can streamline your service delivery for a compelling customer...
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### 8 biggest challenges facing the Professional Services organizations in 2025
> What are the 8 biggest challenges facing organizations across the professional services industry today? How to overcome them all? Read our blog to learn more.
- Published: 2021-09-13
- Modified: 2025-04-10
- URL: https://birdviewpsa.com/blog/6-challenges-in-professional-services-industry/
- Categories: Professional Services, Recommended
What are the 6 biggest challenges facing organizations across the professional services industry today? How to overcome them all? Read our blog to learn more.
Just like any other industry, professional services are facing a never-ending onslaught of challenges. Despite numerous opportunities for success, there are constant forces that act against companies in this sector. Along with other mounting issues in the economy and constantly changing business climate, organizations need to adapt to changes within their respective markets and internal demands. Besides having reliable personnel, resources, and management tools to leverage success opportunities, managing business operations requires a great deal of sophistication and flexibility. So, what are the biggest challenges facing professional services companies today? Let's dive in! 1. Customer acquisition and retentionOne of the key sources of profit for professional services firms is their customers. With the ever-increasing competition in constantly changing markets, organizations find it challenging to acquire new clients and keep existing ones. Customer acquisition and retention challenges in the professional services industry arise from: Increased competition Lack of customer loyalty and trust Problems related to capturing customers’ attention New business models and changing market trends Markets crowded with advertising messaging Ask yourself the following questions: What can be done to make our company more appealing to customers? What are the challenges faced by organizations in the industry that we can take advantage of? How can we develop innovative and effective marketing strategies to acquire new clients? From creating more personalized messaging to identifying customer pain points and offering relevant solutions, companies can significantly improve their customers' experience. At the same time, with so many firms competing for business, it may seem...
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### 5 Benefits of Professional Services Automation (PSA) Software
> PSA software centralizes core business functions—such as project management, time tracking, resource planning, and billing—into one platform.
- Published: 2021-08-03
- Modified: 2025-04-14
- URL: https://birdviewpsa.com/blog/5-benefits-of-professional-services-automation-psa-software/
- Categories: Professional Services
- Tags: professional services, professional services automation, psa
Discover five professional services automation benefits and streamline every stage of your service delivery process with Birdview PSA
Every business faces numerous challenges on its path to success and professional services firms are not an exception. With the need to maximize billable hours, acquire new clients, retain existing ones, manage payments, and deal with complex projects, service organizations have their work cut out for them. If you are not sure whether you need such a solution, here are three signs that it's time to invest in professional services automation. What is professional services automation software? Professional Services Automation (PSA) software is designed to streamline operations within service-based organizations. It automates key business processes such as project management, resource allocation, time and expense tracking, invoicing, and reporting—reducing manual effort and increasing overall efficiency. PSA software enhances collaboration and visibility, helping teams deliver high-quality services while staying on schedule and within budget. Core functions include project planning, resource scheduling, financial management, and performance tracking. To succeed in today’s competitive landscape, professional services organizations need a solution that supports the entire delivery lifecycle—from business development to portfolio optimization. PSA software provides the tools necessary to manage that lifecycle effectively and can help organizations realize five key benefits. Read more: What is professional services automation software? Read more: Top 10 PSA Software Tools for Consulting Firms in 2025 Who Can Benefit from Using PSA Software? PSA software is designed for service-based companies that need more control over project delivery, resource planning, and financial performance. Whether you manage internal teams or deliver work to external clients, PSA helps you stay organized, improve efficiency,...
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### How to Create an Effective Workflow Management System for Remote Employees
> Want to know how to manage workflows to increase the performance of your remote staff? Learn how to design a workflow management system that will benefit your entire team.
- Published: 2021-07-14
- Modified: 2024-12-12
- URL: https://birdviewpsa.com/blog/how-to-create-an-effective-workflow-management-system/
- Categories: Resource Management
People are starting to call remote and hybrid work arrangements the “now normal. ” As the world starts moving past the brutal effects of COVID-19 and subsequent lockdowns, many companies are starting to consider retaining some sense of virtual work arrangements for their staff. If there’s one good that has come out of the pandemic, it’s the realization that technology now enables companies to operate with more flexible work arrangements. However, that doesn’t mean remote work arrangements with some or even most of your staff won’t automatically result in more results and success. There must be proper systems in place to support these setups. One such system and process that companies must prepare for remote employees is an effective workflow management system. Why Use a Workflow Management System? A workflow management system is simply a digital methodology of arranging work deliverables that allows collaboration and progress even when not all team members are physically present in one place. Think of it as project management on steroids. Project management is one vital aspect of workflow management, but it’s more than that. It’s managing projects and day-to-day operations in one integrated system for better output delivery. Companies with a clear project management structure in place have38% more successful projectsthan those that did not. So as companies start adopting remote team management tools and creating people and technology processes that support virtual work setups, it’s crucial that everything is set up right before the now normal commences within an organization. Steps to Creating...
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### Logic Software Inc. Announces the Launch of Birdview PSA
> Logic Software Inc. announces the launch of Birdview PSA - an easy to use professional services automation platform, purpose-built for service organizations in need of a rapidly deployable, cost-effective solution.
- Published: 2021-07-13
- Modified: 2023-10-23
- URL: https://birdviewpsa.com/blog/logic-software-announces-the-launch-of-birdview-psa/
- Categories: Professional Services
Logic Software Inc. announces the launch of Birdview PSA - an easy to use professional services automation platform, purpose-built for service organizations in need of a rapidly deployable, cost-effective solution.
Logic Software Inc. announces the launch of Birdview PSA - an easy to use professional services automation platform, purpose-built for service organizations in need of a rapidly deployable, cost-effective solution. Birdview PSA enables increased productivity and profitability by providing organizations with visibility and a single source of truth for projects, finances and resources across the entire service delivery lifecycle. End-to-end functionality Birdview PSA offers service organizations with a robust set of tools for managing each stage of the service delivery lifecycle: Business Development Project Planning Execution & Delivery Monitoring & Control Project Accounting Optimization "In my opinion, the service delivery industry for many years has been plagued with overly complex and unjustly expensive software tools", says Vadim Katcherovski, the CEO of Logic Software Inc. "I'm very excited that we can finally offer our professional services clients with a platform that they deserve - an intuitive, fully featured PSA suite that doesn't break the bank and keeps growing and scaling with the organization. " Birdview leverages a combination of automations and integrations to streamline business processes, data continuity and crucial handoffs between business units within the organization. By harnessing a combination of historical data, real-time insights and predictive forecasts, teams can spot inefficiencies, correct potential bottlenecks and optimize for growth and profitability. About Logic Software Inc. Logic Software Inc. has been recognized as one of Canada's fastest growing companies for three straight years - with notable success coming from their award winning project management tool, Easy Projects - released in 2005. Logic Software continues to focus...
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### 6 KPIs for Professional Services Firms in 2025
> Professional services metrics that matter: discover six KPIs for professional services firms to keep an eye on in 2024. Read our blog now to learn more!
- Published: 2021-03-03
- Modified: 2025-03-27
- URL: https://birdviewpsa.com/blog/kpis-for-service-firms-in-2023/
- Categories: Professional Services, Project Management
- Tags: kpi, Project Profitability, Resource Capacity Utilization, Scheduled Performance Index
KPIs continue to be an invaluable tool for Services organizations. Here are 6 KPIs your Services company should be tracking in 2023
Running a professional services firm isn’t just about delivering great work—it’s about staying profitable, keeping teams engaged, and ensuring clients come back. Whether you’re an experienced leader or just stepping into a management role, tracking the right Key Performance Indicators (KPIs) is crucial for making informed decisions and driving long-term success. What are the KPIs for consulting professional services firms? Key Performance Indicators (KPIs) for consulting firms are metrics used to evaluate the effectiveness, efficiency, and overall performance of the consultancy. These indicators provide insights into various aspects of the business and help in assessing the achievement of strategic goals. Here are some common KPIs for consulting firms:KPIs continue to be an invaluable tool in enabling the tracking of progress in relation to organizational objectives. In the context of professional services, they can also act as a means of predicting profitability, customer satisfaction, employee morale, and more. Here are 6 KPIs for professional services firms that your company should be tracking in 2024:1. Utilization Rate Measures the percentage of billable hours compared to total working hours. The utilization rate is one of the key metrics for a service business. It looks at how much of an employee’s time is being spent on billable tasks and is expressed as a percentage. For example, if an employee can potentially work 35 hours in a given week and 30 hours have been spent on billable work, their utilization rate would be 85%. As a general guideline, service companies should aim to achieve a...
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### 5 ways of using PSA software to gain a competitive advantage in the service industry
> In this article, you will find five key ways to use PSA software to gain competitive advantages in the service industry in 2025.
- Published: 2021-01-27
- Modified: 2024-11-27
- URL: https://birdviewpsa.com/blog/competitive-advantage-in-service-industry/
- Categories: Professional Services
- Tags: competitive advantages, service industry
Discover five key ways to use PSA software to gain competitive advantages in the service industry.
There are two words that best describe the professional services sector from a manager‘s perspective; exciting and frustrating. On the one hand, the sector is growing exponentially. By the end of 2024, revenue in the Professional Services market is projected toreach US$72. 61bn in 2024. Such consistent growth for the better part of the decade shows thatprofessional service firmshave an excellent opportunity to scale in the coming years. Sounds exciting, right? However, the industry also comes with a unique set of challenges. Some of the primary challenges include a shortage of labor, maximizing billable hours, planning for outgoing demand, and waiting for client payments. Despite such challenges, you are still expected to deliver exceptional services. Otherwise, you stand to lose your clients to increased competition. Compared to companies that deal with products, there is a greater need for service firms to enhance the customer experience continually. So, how can a company achieve a competitive advantage? The answer is - with the use of professional services automation software. In this article, you will find five key ways to use PSA software to gain competitive advantages in the service industry in 2025. 1. System to detect common project bottleneckBottlenecks are congestions or factors within your service delivery process that result in delays. Addressing such bottlenecks is essential as they have a significant impact on your bottom line. First, they reduce the number of clients you can serve while affecting customer satisfaction, which can be detrimental. Due to the unique nature of the...
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### Why 2021 is the Year for Professional Services Firms to Adopt Digital Project Management
> Discover why 2021 is the year when professional services organizations should digitize their project management approach.
- Published: 2021-01-18
- Modified: 2025-04-16
- URL: https://birdviewpsa.com/blog/digital-project-management-professional-services/
- Categories: Professional Services
- Tags: Digital Project Management, professional services, project management
Why 2021 is the Year for Professional Services to go Digital with Project Management
2020 presented some pretty unique challenges, especially around project management. In addition to managing projects in the middle of unprecedented times, firms also had to manage changes in budgets, deadlines, teams, scopes and stakeholders. But tough times call for smart measures. More companies than ever are looking towards digital solutions to help them navigate the new reality, which is good news considering: Projects are more complex than ever The projects involve more people – with many working remotely Remote Work – An Immediate Challenge for Project ManagersProject management is no longer strictly bound to the confines of traditional offices. Thanks to factors like changing corporate values, greater connectivity, the rise of the gig economy and COVID-19, remote and digital teams are more common than ever. Today, more than50% of workersin the US are telecommuting, and the trend will continue even after the pandemic ends. This presents a unique challenge for professional services firms and project managers. Tasks such as resource alignment, controlling time management, spontaneous collaboration and progress tracking are all more manageable when all employees are co-located. But there are other challenges too. Project managers are also faced with: Lack of clear goals and success criteria Lack of communication Budgeting issues Skills matching Lack of accountability Scope creep Inadequate risk management Unrealistic deadlines; and The limited engagement of stakeholders Going Digital with Project Management But since the trend for virtual work – and the challenges that come with it –are likely to continue well into 2021, the time to identify...
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### Top 5 risks to the growth of managed IT service providers
> Discover the five risks of expanding a business facing managed IT service providers and how to deal with them to stay on top of your game!
- Published: 2020-11-23
- Modified: 2025-04-16
- URL: https://birdviewpsa.com/blog/risks-to-the-growth-of-managed-it-service-providers/
- Categories: Professional Services, Project Management
- Tags: managed IT services, managed service providers
Are you losing sleep over how to manage your Managed IT Services Company projects for better growth? If yes, you are not alone. How MSPs (managed service providers) can grow their revenue in 2020 is one of the hottest topics right now.
Are you losing sleep over how to manage yourIT Servicesprojects for better growth? If yes, you are not alone. How MSPs (managed service providers) can grow their revenue in 2021 is one of the hottest topics right now. Expected to grow at a compounded annual growth rate (CAGR) of more than 9% to hit an impressive$282 billion in 2023, demand in MSPs is rising and fast. You should be making a killing, right? After all, most companies hate dealing with complex technology and would be happy to have someone expertly handle their IT Services – unfortunately, it’s never that easy. As you focus on potential profit, you must also factor in the challenges and threats facing your business’s future growth. Here are the five risks that are threatening the progress of Managed IT Service Providers and how to deal with them to stay on top of your game! 1. Failure to Match Resource Demand with CapacityAs a project manager, have you mastered the art ofaligning project demand with capacity? Demand for managed IT services is at an all-time high and you could be losing out on potential business if you pass on this opportunity. When you have inadequate capacity, you cannot take on new business which means you operate below your actual profit potential. Prospective customers could also lose confidence in your business since you cannot meet their needs. To balance capacity and demand, you should look towards forecasting demand. This will help you to predict a dip in capacity...
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### How to Prioritize Projects: Best Practices
> The process of project prioritization involves identifying the most pressing existing and new projects for an organization.
- Published: 2020-10-26
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/project-prioritization/
- Categories: Project Management
- Tags: project prioritization
Make more projects possible, have a higher success rate, and increase ROI by aligning resources such as time, money, and expertise. View this article to learn best practices to prioritizing projects.
Do you have an agreed process for project prioritizing? The process of project prioritization involves identifying the most pressing existing and new projects for an organization. Suppose your organization's annual planning exercise comes up with 50 projects that would cost perhaps $10 million, but you have the capacity and financial resources for only $2. 5 million, you are in great shape, right? You have a wealth of possibilities from which to choose. Well, no—not in great shape yet. If you choose the "right" projects, those of the genuinely top priority, you position yourself for maximal benefit. But if your organization's process of prioritizing and selecting projects isn't up to the task—say, because decisions like this are too decentralized, or too political, or because your colleagues select $15 million worth of projects and get stuck in rancorous disagreement—your potential benefits can become a litany of missed opportunities, high project failure rates, and dissension. That happens all too often because prioritizing and selecting projects raises some of the most fundamental, strategic, and complex issues your organization faces. Those issues are highlighted in the statement of the problem itself. What are the "right" projects? In other words, what are your organization's goals? What is its strategy for achieving those goals? How do those goals translate into criteria for prioritizing projects? Do you have an agreed process of prioritizing? An agreed process of mediating competing evaluations of priority? How do companies prioritize projects? Cumulatively, business firms and other organizations have a great deal...
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### Project Cost Management: definition and best practices
> What is cost management in project management? Discover the types of project costs, key project cost metrics, and best practices for project cost management.
- Published: 2020-10-19
- Modified: 2024-11-28
- URL: https://birdviewpsa.com/blog/guide-to-effective-project-cost-management/
- Categories: Professional Services
- Tags: Cost Management, managing project, project management
What is cost management in project management? Discover the types of project costs, key project cost metrics, and best practices for project cost management.
Starting a new project, whether designing a product or improving a process, always comes down to one critical factor: cost. Project cost management is about understanding how expenses, from resources to team salaries, impact the company’s bottom line. With limited funds, setting and sticking to a budget is essential to ensure the project’s success doesn’t jeopardize the company’s financial stability. What is cost management in project management? Cost management in project management is all about keeping your project’s finances under control. Think of it as the process that ensures you’re spending your money wisely throughout the life of the project. From planning how much you’ll need to spend, to keeping an eye on actual costs, and making sure everything stays within the budget, cost management is crucial for the success of any project. Cost management in project management involves: Cost estimation Estimate all expected expenses, including labor, materials, and equipment. This gives you a starting point for your project’s budget. Budgeting Create a budget based on your estimates. This budget sets spending limits for different parts of the project, helping you manage finances effectively. Cost control Monitor spending throughout the project. Compare actual costs to your budget and make adjustments as needed to stay on track. Cost reporting Regularly update your team and stakeholders on the project’s financial status. This helps catch any issues early and keeps everyone informed. Cost forecasting Predict future costs based on current trends. This helps you anticipate and manage potential budget challenges before they arise....
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### Easy Projects Ranks in Canada’s Fastest-Growing Companies List 3rd Year in a Row
> Canadian Business ranked Easy Projects, No. 299 on the 32nd annual Growth 500, the definitive ranking of Canada’s Fastest-Growing Companies.
- Published: 2020-10-16
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/easy-projects-ranks-in-canadas-fastest-growing-companies-list/
- Categories: blank
Easy Projects made the 2020 Growth 500 list for the third consecutive year with five-year revenue growth of 195%.
Toronto, ON (October 16th, 2020)Canadian BusinessrankedEasy Projects, No. 299 on the 32nd annual Growth 500, the definitive ranking of Canada’s Fastest-Growing Companies. Produced by Canada’s premier business and current affairs media brands, the Growth 500 ranks Canadian businesses on five-year revenue growth. Easy Projects made the2020 Growth 500 list for the third consecutive year with five-yearrevenue growth of 195%. “Easy Projects is honored to be listed on the Growth 500 annual ranking, three years in a row,” says Vadim Katcherovski, Chief Executive Officer at Easy Projects. “2020 has been very challenging for businesses worldwide, including Easy Projects, due to the ongoing pandemic. Despite the difficulties faced, our team has remained dedicated to enhancing our product to evolve to our clients’ new needs of working remotely. I am extremely proud of our team and their hard work,” says Katcherovski. In addition to the Growth 500 award, the success of Easy Projects is also reflected by its top ranking on all leading peer review websites including g2. com, financesonline. com, ConsumerVoice, and capterra. com, further establishing its position as the platform of choice for enterprise and professional services teams. *** ABOUT THE GROWTH LIST For over 30 years, the Growth List ranking of Canada’s Fastest-Growing Companies (formerly the Growth 500) has been Canada’s most respected and influential ranking of entrepreneurial achievement. Originally developed by PROFIT and now published in a special Growth List print issue of Canadian Business (packaged with the December issue of Maclean’s magazine) and online at GrowthList. ca and CanadianBusiness....
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### How to Write a Project Status Report. Free Checklist
> A project status report is an essential and efficient way for keeping all involved parties up to date. Here's a free checklist on how can you create engaging project reports.
- Published: 2020-10-07
- Modified: 2025-02-10
- URL: https://birdviewpsa.com/blog/how-to-write-a-project-status-report/
- Categories: Project Management
- Tags: project status report, status report, weekly report
Those project status update meetings are every manager's worst nightmare. Team members arrive late or not at all, technology for presentations fail, or agreements and agendas can't be reached within the allocated meeting time.
Those project status update meetings are every manager's worst nightmare. Team members arrive late or not at all, technology for presentations fail, or agreements and agendas can't be reached within the allocated meeting time. Even a recent worldwide transition to video conferencing did not improve the situation much. However, as a manager, your clients and team members look to you for communication on all aspects of projects at regular time intervals. This is where the project status report is an essential and efficient mechanism for keeping all involved parties updated on the project’s pertinent areas. But how can you create engaging project reports that your clients and team members can appreciate? Let's take a look at some important factors to consider in report generation. The first consideration is at what intervals should a project status report be generated. This can vary depending on the type of information needed by the recipients. Generally, these are created weekly, though in some instances, daily or even monthly reports may be more suitable for other tasks. No matter which cycle is used, the process must be consistent to measure progress accurately. Daily Report This type of report is best suited for shorter-term projects. It can be used as a record of accomplishments for the day, including successful tasks and ones that didn't progress smoothly. It can then function as a daily record to compare the day to day progress of the project. Teams that follow agile methodologies often practice daily scrums or stand-up meetings...
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### Introducing the Notification Center in Easy Projects
> Introducing the Notification Center, a specialized area of Easy Projects that aggregates all message, project, and activity notifications in one convenient place. Learn more about the benefits of this new feature in Easy Projects.
- Published: 2020-09-30
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/notifications-center-easy-projects/
- Categories: blank
- Tags: easy projects, new feature, project management
Introducing the new Notifications Center in Easy Projects project management software.
Introducing the Notification CenterEasy access to information is one of the most essential factors in a project, which is why we’recontinually improving the way teams send and receive important updates. Introducing the Notification Center, a specialized area of Easy Projects that aggregates all message, project, and activity notifications in one convenient place. This improvement will simplify your workflow by decreasing your emails, consolidating your messages, and increasing the visibility of crucial information. What's in the Notifications Center? TheInboxis the first tab of the Notification Center. This is where new assignments and mentions are displayed. This is a replacement for the @mentions section. Clicking on a message in the Notification Center opens up the Details panel on the right-hand side, where you can see the rest of the conversation and add more messages as needed. If you follow the zero-inbox practice, you can archive read message notifications. Archiving a read message will put it in its own separate tab. Next is theStreamtab, which is where all project/activity notifications go. The stream contains every single event in the system that you are allowed/choose to see. You can select what events you want to see in the Stream tab by using the filters on the right-hand side. This way, you’ll be able to minimize the number of email notifications you get, since you can always go to the stream and see the entire history by tweaking your Stream Filter settings. Notifications that can be found in the stream tab are assignee changes, status...
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### 13 project management tool requirements or how to choose the right software
> The following is a comprehensive list of critical criteria for selecting project management software.
- Published: 2020-09-29
- Modified: 2025-02-27
- URL: https://birdviewpsa.com/blog/12-project-management-software-considerations/
- Categories: Project Management
A comprehensive list of critical criteria for selecting project management software.
The optimal project management software (PMS) is instrumental in achieving project success. A roboticsproject management adoption statisticsreport reveals that 77 % of high-performing projects use project management software. Choosing a project management platform that meets your requirements does not need to be a complicated task. THis guide will help you choose the best project management solution for your organization. Key criteria to look for in a project management software When considering how to choose project management software, it's essential to understand that key criteria to look for in a project management software must address the diverse needs of your team and project. Must-have project management software features are essential functionalities that contribute to the effectiveness and success of project management. These features streamline processes, enhance collaboration, and ensure the successful completion of projects. We will use Birdview project management software as an example to show you the key must-have project management software features. 1. User-friendliness First and foremost, you need to consider a project management solution that can be used by everyone on the project team. Evaluating how to choose project management software includes ensuring it's user-friendly and accessible to all team members, potentially reducing the need for extensive training. Project management software requiring extensive training does not need to be a deal-breaker, though. Hence, you need to evaluate if its features are worth your team’s time to get acquainted with the system. You can do further research and then try to compare the product with other alternatives. Some project...
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### The Ultimate Guide to PMO in a Professional Services Firm
> This article explores the role and benefits of PMOs in professional service industries like engineering, IT services, and business consulting
- Published: 2020-09-29
- Modified: 2025-04-23
- URL: https://birdviewpsa.com/blog/pmo-in-a-professional-services-firm/
- Categories: Engineering projects, Professional Services, Project Management
- Tags: project management, project management office
Explore the critical role of PMO services across professional service industries, such as engineering, IT, and consulting. Uncover best practices, case studies, and future insights.
In today's fast-paced business environment, ensuring the smooth execution of projects is critical for success. This is where Project Management Office (PMO) services come into play. PMO services provide a structured approach to project management, ensuring that projects are delivered on time, within budget, and to the desired quality standards. This article explores the role and benefits of PMOs in professional service industries like engineering, IT services, and business consulting, and shares real examples of PMO implementation within each industry. Understanding PMO servicesThe project management office (PMO) is typically an operating unit of a professional services firm. The "classic" such firm, in a way, is the consultancy, for which the client "is" the project. However, any project-based company in fields ranging from architecture to law to tax return is a natural candidate. To enhance project management in an organization, a PMO offers a variety of services. Essential aspects covered by these services include planning and scheduling projects, managing resources, mitigating risks, ensuring quality, and measuring performance. Creating uniform project management practices is the core aim of a PMO, which boosts the efficiency and effectiveness of project execution. Establishing a centralized framework ensures that projects are better aligned with the organization's strategic goals, leading to superior outcomes and added value. PMO services role and responsibilityOf course, the role of PMO is to contribute to the organization’s effectiveness and cost-efficiency in achieving its goals. The challenge is to define how the PMO can deliver those benefits. Theprofessional servicesorganization director may not know...
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### 10 best enterprise project management software in 2025
> Learn how to select the best enterprise project management software in 2025 that facilitates planning, communication, and collaboration
- Published: 2020-09-16
- Modified: 2024-12-06
- URL: https://birdviewpsa.com/blog/top-10-enterprise-project-management-software/
- Categories: Engineering projects, Project Management, Software Ratings
- Tags: enterprise project management, project management, software
Compare the best enterprise project management software. Learn how to select an effective enterprise project management software that facilitates planning, communication, and collaboration
In today's increasingly dispersed and digital business environment, organizations rely heavily on project teams that span multiple locations and often include remote members. Choosing the right enterprise project management (EPM) software is crucial for ensuring effective planning, seamless communication, and robust collaboration. In this article, we will review the top 10 enterprise project management tools of 2025, evaluating them not only based on their functionality and availability but also on actual user reviews to give you a comprehensive understanding of each software's strengths and weaknesses. Birdview Enterprise Birdview offers an Enterprise license for both its products, Birdview Project Management and Birdview Professional Services. Birdview Project Managementhelps balance team workload and streamlines internal project execution, whileBirdview Professional Servicesis tailored for service-oriented organizations and facilitates client project management and collaboration. Birdview Enterprise offers a comprehensive project management suite designed for complex organizational needs, emphasizing agile execution and robust functionality. It supports the simultaneousmanagement of multiple projects and portfolios, providing tools for detailed analysis, budgeting, and strategic segmentation based on specific project or team requirements. The solution features advancedresource and capacity planningcapabilities, ensuring optimal resource allocation based on availability and skill sets, thus preventing resource overload through real-time workload adjustments. Senior managers benefit from interactiveBusiness Intelligence dashboardsthat offer complete visibility into all projects, enhanced by predictive analytics from powerful AI algorithms to forecast project timelines and outcomes. With personalized training programs and continuous support, Birdview Enterprise project management software ensures rapid adoption and scalability to meet the needs of any enterprise size, from...
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### Financial Module Update: Targets, Financial Health and more
> The newly redesigned Easy Projects Financial Module includes updates to financial targets, financial health and more.
- Published: 2020-08-21
- Modified: 2023-04-05
- URL: https://birdviewpsa.com/blog/financial-module-update-targets-financial-health-and-more/
- Categories: Product News
The newly redesigned Easy Projects Financial Module includes updates to financial targets, financial health and more.
We're making it easier to track your projects' financial health and spot any impending risks with the redesigned Easy Projects Project Financial Module. We've mainly improved four areas: We've standardized the terminology, formulas, and key metrics to better align with project management industry standards, while still being familiar and intuitive to Easy Projects users. We've added visuals in the form of bar graphs to communicate your financial health at-a-glance. Most substantially, we've added the concept of financial Targets. The Targets tab is where you can set and monitor Revenue, Budget, and Profit targets for the project, more on this later. And finally, we've split the layout into three tabs to be able to present all of this new functionality in a way that makes sense. All of the above improvements complement each other and work cohesively to vastly improve the Financial Module's user experience. Let's dig into some of the juicy details. Targets The brand new Targets tab is where you can configure your project billing settings and establish the financial targets for your project. In the Targets tab, you can choose between seven different billing types like Time & Materials, Flat Fee, Rate Card, and more. Once you establish your billing type you can set your targets for Revenue, Budget, and Profit where appropriate. Easy Projects then calculates your expected (or EAC: Estimated at Completion) revenue, cost, and profit. Even more impressive, it also calculates how your EAC values compare to your targets and highlights any variances. Overview Next,...
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### How to write a project proposal: steps, examples, and best practices
> Learn how to write a project proposal that is clear, captivating, concise, and convincing. Follow these 7 simple steps and best practices when preparing a project proposal.
- Published: 2020-08-12
- Modified: 2025-04-24
- URL: https://birdviewpsa.com/blog/how-to-write-a-project-proposal/
- Categories: Professional Services, Project Management
Learn how to write a project proposal that is clear, captivating, concise, and convincing. Follow these 7 simple steps and best practices when preparing a project proposal.
An outstanding project proposal is incredibly powerful. A top-notch proposal can grab the attention of key decision-makers and win them over in a matter of minutes. But how do you craft the perfect project proposal? And what makes a project proposal outstanding? Knowing where to start and what elements to include is critical to your success. Below are the answers to these questions along with the secret to mastering the art of proposal writing. What is a project proposal? The project proposal is your pitch, explaining not only what you plan to do but also articulating how and why. A project proposal outlines your project's core idea and implementation plan, aiming to convince stakeholders of its viability and necessity. It’s the blueprint that shows your roadmap from conception through completion, highlighting the benefits all along the way. The effectiveness of your project proposal can determine whether your project receives the green light and the funding it needs. 6 types of project proposalUnderstanding the different types of project proposals is crucial to tailoring your document to meet the specific requirements and expectations of your audience. Whether you're seeking initial funding, aiming to extend a project, or needing to adjust the scope due to unforeseen challenges, selecting the right type of proposal is key to effectively communicating your needs and aligning with your stakeholders' expectations. Solicited proposalsThese proposals are a response to a formal request by an organization, typically through a Request for Proposal (RFP), Request for Information (RFI), or Request for...
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### Project Intake Best Practices for Project Managers
> Learn the 5 industry best practices for seamless project intake for Project Managers in the Professional Services industry.
- Published: 2020-08-11
- Modified: 2024-07-03
- URL: https://birdviewpsa.com/blog/project-intake-best-practices/
- Categories: 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.
Project intake can have its challenges. Project managers often receive project requests in various ways, like instant messages, email, phone, or even through conversation from the elevator to the office. It's not uncommon that by the time a PM sits back at their desk to plan out the project, some details are either forgotten or information gets lost, which can negatively affect project outcomes. In fact, according to the PMI,35% of projects fail due to inaccurate or lack of information. To help project managers create a more organized process, this article provides 5 best practices for seamless project intake as well as an example of how a professional services organization became more productive by automating their project requests. Project Request Management Best Practices 1. Automate Project RequestsUtilizing project management intake tools likeproject request formscan help iron out the details of requests and make sure all of the correct information is provided before being sent for approval. With this approach, all requests have an audit trail, are in the same unified format, and can be conveniently found in one central place. Request forms make it easy for decision-makers to manage and search for project requests. Here's an example of a project request form for an IT organization: 2. Create an Approval ProcessAccording to a study by the PMI, 33% of projects fail due to a lack of involvement from senior management. Senior management often has a clear understanding of company objectives, which is why it's important to incorporate them in the...
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### 4 Common Professional Services PM Pain Points
> This article outlines 4 common project management pain points that professional services organizations experience and how Birdview PSA solves them.
- Published: 2020-07-15
- Modified: 2023-11-28
- URL: https://birdviewpsa.com/blog/professional-services-pm-pain-points/
- Categories: Professional Services, Project Management
- Tags: new features, professional services, project management
This article outlines 4 common project management pain points that professional services organizations experience and how Easy Projects solves them.
Here's a common scenario for professional services team leaders:Another work week has begun and you received a calendar invite for a Wednesday executive update meeting. You already know you're going to have to cancel any meetings you booked today in order to start gathering all status updates from each department. Once gathered, you spend hours summarizing the information from various platforms like Google Sheets, Excel documents, phone calls, and emails. You've now spent four hours combining this information into a PowerPoint presentation for your executives. That's when you then get asked to include the previous week's data as well. Now you restart your process all over again. This example, and other pain points reviewed in this article, are typical for professional services organizations that don't have a centralized project management platform. In this article, we review how Birdview PSA helps our clients resolve these common pain points. 1 - Difficulty Providing Updates to the Executive TeamBefore switching to professional services automation software, professional services teams have difficulty efficiently updating their executives. Like the example above, managers often find themselves rushing to get the correct information sent to them in order to summarize it and put it into a clean, easy-to-view presentation that executives will understand. Solution - Real-time Executive Reports and Dashboards For a more proactive approach to providing either high-level or in-depth information for executives, this is where our professional services clients findBusiness Intelligence Reportinguseful. With this reporting tool, executives will have access to real-time data and insights without...
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### Financial Module Update: Activity-Level Expenses and more
> Our enhanced Financial Module makes it easier for Project Managers to apply, track, and manage their billing and costs, with the goal to increase profitability! Learn more in our blog.
- Published: 2020-06-01
- Modified: 2023-04-05
- URL: https://birdviewpsa.com/blog/make-your-billing-cycle-easier-with-our-enhanced-financial-module/
- Categories: Product News
- Tags: activity Center, easy projects, execution, financials, management, project management, update, work management
Our Financial Module now offers enhanced functionality and reporting to make it easier for Project Managers to apply, track, and manage their billing and costs. Financial Module Updates: Activity-Level Expenses You can now be more granular with your project finances and apply expenses directly to the activity that's generating the costs. This is done by going to the Activity Financial panel and switching to the expenses tab. From here, you would apply expenses the same way you would in the regular Project level expenses interface, complete with Planned and Actual expense types, and whatever expense custom fields apply. These Activity-level expenses would then be rolled up to the Project level and will be reflected accordingly in the Project Financial Module. **Activity-level expenses are only available for Professional Services accounts. Dynamic Profit Charts All financial modules, both Project and Activity-level, now have a dynamic profit chart that provides you with a quick comparison of your estimated and actual project costs. It breaks your costs into labor costs (as per hours logged) and line item expenses (expenses manually added). The expenses tab of each financial module also has dynamic charts that compare billable and non-billable expenses and how they affect your project's profitability. More useful features coming soon! These are just the first wave of enhancements Easy Projects is making to the financial module. Make sure to stay tuned to our blog and social media for more news on future updates to the Financial Module.
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### Never Miss a Notification Again with the New @Mentions Page
> Easy Projects users are using @mentions to make sure their team members are informed of important updates and messages.
- Published: 2020-05-11
- Modified: 2023-04-05
- URL: https://birdviewpsa.com/blog/latest-product-update-mentions-blog/
- Categories: Product News
Easy Projects users are using @mentions to make sure their team members are informed of important updates and messages.
We released @mentions over a month ago and received a very positive response. Easy Projects users are using @mentions to make sure their team members are informed of important updates and messages. In an effort to make it even easier for you to manage your updates, we've just introduced the @Mentions Page. This page acts as a central repository for all your @mention alerts. How does the @Mentions Page work? When someone @mentions you, a blue circle with a number will appear on your sidebar. This number indicates how many unread mentions you have. When you enter the page, you will see a list of all your active @mentions along with details like the sender, the activity and project name, and a preview of the message itself. Simply click on the item to open the Details panel on the right. Once you've read or replied to the message, you can choose to either Archive the @mention notification or leave it in the active tab for future reference. So go ahead! @Mention someone and see how Easy Projects makes communicating with your team simple so projects don't slip through the cracks! As always, we look forward to hearing your feedback.
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### Industries That Benefit Most From Project Management Software
> Project management tools are versatile and can help all industries. Below is a list of the most common industries that utilize PM software and how it benefits their specific needs.
- Published: 2020-05-06
- Modified: 2025-03-24
- URL: https://birdviewpsa.com/blog/top-sectors-that-benefit-most-from-project-management-software/
- Categories: Project Management
- Tags: project management, project management software, project manager, technology, work management
Teamwork and proper management are crucial for any business. The truth is that collaboration becomes significantly harder the larger a business gets. For businesses, this is a huge challenge as their capacity to grow will depend on the size and number of projects they are able to accomplish. Modern problems require modern solutions which is why it’s good that there are digital solutions when it comes to project management as well. Online project management software is made up of a set of tools that gives you and your team the capacity to handle and collaborate on certain tasks. With this tool, you can plan projects, manage resource scheduling, allocate resources, and even change management heads. The best project management tools make even Herculean tasks feel like a walk in the park. In hindsight, such tools may seem trivial for you especially if you think that great leaders can spearhead projects easily. While that is true in some cases, these tools also help your team cope with large-scale projects and tough deadlines if you’re able to improve things both on you and your team’s end. According to a study by the Project Management Institute, only 58% of organizations actually value the importance of project management software. This should be a wake-up call for you. Project management tools are versatile and can help all industries. Below is a list of the most common industries that utilize PM software and how it benefits their specific needs. 1. Marketing Agencies If there’s one industry that...
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### Coordinate Projects More Efficiently with @Mentions and Multi-select Custom Fields
> Announcing our new @mentions and multi-select custom fields features that'll make everyday project management even more efficient, learn how!
- Published: 2020-04-03
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/coordinate-projects-more-efficiently-with-mentions-and-multi-select-custom-fields/
- Categories: Product News
- Tags: easy projects, easyprojects, new release, productivity, project management, project management software
Easy Projects is excited to announce the highly anticipated new features: @mentions and multi-select custom fields. These upgrades make everyday project management even more efficient! @Mentions The @mention feature is an efficient way to notify a team member, simply type in “@” followed by the name of the person you want to notify. A pop-up window will appear with potential users whose name matches, similar to the feature found in many other chat and social media applications. By making it easier and more convenient to notify other users, you can reduce the number of notifications that other team members receive in their inbox while still ensuring the correct individual is notified on an update. Note that using the @mention feature automatically adds you as a Follower to the conversation. To see a list of activities that you are following, click on the Advanced Filters button, go to the “Resources & Constraints” tab, and click on “Activities followed by me. ” You can modify your personal notification settings by going into “My Settings” and clicking on “Notifications. ” From there, you can determine which notifications get sent to you, how often and whether or not you automatically Follow conversations you participate in. Multi-select custom fields Custom fields are a powerful component of the Easy Projects solution that let you tag, label or reference data that is specific to your company. Multi-select custom fields take this flexibility even further by allowing you to apply multiple attributes to a single object. An example...
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### Effectively Track Resources with Rate Cards for Professional Services
> Accurately and efficiently track rates of resources with Rate Cards for Professional Services. Birdview Rate Cards streamline this process.
- Published: 2020-02-18
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/effectively-track-resources-with-rate-cards-for-professional-services/
- Categories: Product News, Professional Services
- Tags: easyprojects, project management, project manager, technology, update
Accurately and efficiently tracking rates of resources is an integral part of a Professional Services business’s success. Easy Projects’ new Rate Cards for Professional Services streamline this process. The Benefits of Using Rate Cards Easy Projects’ rate cards benefit your professional services business by offering: Flexible project billing: Set up various pricing options for different services, customers, and employee levels. Simple billing calculations: Simply have your team log hours and let the rate card system track the rest. Detailed rate history: Track the progression of your project rates over time with the “Version” module. Powerful reporting options: All billing data can be used to create powerful reports in Birdview’s Business Intelligence module. Watch our demo to learn how you can start using rate cards! How to Best Utilize Rate Cards Rate cards can be used when: You charge based on how much work employees do on a project. Each employee has a different rate based on expertise, experience, or seniority. Rates can change depending on a project or customer. Rates may be subject to change while a project is underway. Birdview PSA solutions support all types of service- and project-focused businesses around the world Engineering Services IT Manage Services Architectural Services Business Consulting Marketing Services Professional Services Advertising Agencies Healthcare Oil and Gas Services
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### How machine learning will change the world of project management
> When I was a kid, I dreamed of a future where machines did everything and we spent our time solving real problems. Today we are close to achieving this...
- Published: 2019-10-23
- Modified: 2024-12-12
- URL: https://birdviewpsa.com/blog/how-machine-learning-will-change-the-world-of-project-management/
- Categories: Project Management
Machine learning is transforming the world of project management, bringing new opportunities for efficiency, accuracy, and smarter decision-making. With 81% of project professionals reporting AI's impact on their organizations, it’s clear that the future of project management is evolving rapidly. In this article, we’ll explore how machine learning and AI are reshaping project workflows, improving outcomes, and preparing project managers for a more strategic and tech-driven role. The Robots Are Taking Over When I was a kid, science fiction was one of my favorite book genres. It has since been replaced by fantasy (because magic is probably the next evolutionary stage for us – thought I’d get a head-start). All mirth aside, I loved the idea of a future where humans were able to be more and do more; a future where we are not tied down by work and the mundane aspects of everyday life. I dreamed of a future where machines did everything and we spent our time solving real problems. With the imminent arrival of 2020, we are closer than ever before to achieving this new reality. Artificial Intelligence vs Machine Learning Let’s go over the differences between AI and machine learning because they’re not the same. Artificial Intelligence is a subset of computer science dedicated to solving problems that previously, only humans could. In other words, AI is able to think and rationalize like a human in order to solve particular problems. I say particular problems because, just like people, AI programs have specialties that they...
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### Fall 2019: Easy Projects New Features
> Today we’re excited to announce four big new updates that will make Easy Projects even more flexible and configurable
- Published: 2019-10-08
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/fall-2019-easy-projects-new-features/
- Categories: Product News
Today we’re excited to announce four big new updates that will make Easy Projects even more flexible and configurable
Today we’re excited to announce four big new updates that will make Easy Projects even more flexible and configurable, helping teams deliver even more value: The Activity Center Calendar View The new and improved My Vacations Calendar A preview of the new Easy Projects User Interface (UI) The new Approval Requests page Activity Center Calendar View Projects come in all shapes and sizes and so do the ways of visualizing them. Some are perfect for planning, executing and controlling using a waterfall (table) view. Others of the agile persuasion only make sense when seen on a board. Gantt charts can add a layer of detail and clarity that’s hard to beat. It’s even better when you can mix and match how you view the same project data with the click of a button like you can in Easy Projects. By popular request we’ve added yet another way to view your projects and activities: the Activity Center Calendar View. Calendars are another natural way of looking at certain types of projects and tasks - take an email marketing campaign for example. A calendar is a great way to get a full, visual picture of a project’s timeline and its key activities in a familiar format. While a simple calendar like Outlook or Google Calendar is useful in helping you visualize your tasks, it’s of limited utility for any other advanced project management functionality like collaboration, resource management, approval workflows and so on. You also can’t switch to another way of...
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### 8 Benefits of Cross-Functional Teams
> Modern-day society is built off of one thing: teamwork. Those who are able to work well together to get ahead and stay ahead. Here’s what happens when teams don’t ...
- Published: 2019-10-01
- Modified: 2024-11-28
- URL: https://birdviewpsa.com/blog/8-benefits-of-cross-functional-teams/
- Categories: Project Management
Modern-day society is built on one thing: teamwork. Those who are able to work well together to get ahead and stay ahead. When teams don’t work well together, progress slows, innovation stalls, and big-picture goals often fall by the wayside. In fact, Harvard Business Review found that 75% of cross-functional teams are dysfunctional—primarily due to a lack of clear objectives and strong leadership. Yet, when done right, cross-functional teams can drive creativity, alignment, and efficiency, helping organizations tackle complex challenges and achieve their goals. Let’s explore the key factors that make cross-functional teams successful and the remarkable benefits they bring to businesses. Here's what happens when teams don't work well together: Things progress slowly due to bottlenecks A lack of innovation due to siloed working conditions Misalignment to the goals and mission of the organization Skipping over big operational or process-oriented problems that need to be solved Surprisingly, according to the Harvard Business Review, 75% of cross-functional teams are in fact, dysfunctional. So why is it worth pursuing the idea? The reason why most cross-functional teams fail is that most organizations fail to launch a systematic approach that encompasses strong leadership and a clear objective. What makes a successful cross-functional team? The factors that contribute to a successful cross-functional team are: A shared goal Clearly defined roles Effective change-makers (able to facilitate and hold space for a change) Effective influencers (able to persuade key decision-makers) These four factors help ensure that a cross-functional team is effective and can achieve the...
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### Easy Projects places No. 308 on The Globe and Mail's brand-new ranking of Canada's Top Growing Companies
> Canada’s Top Growing Companies ranks Canadian companies on three-year revenue growth. Easy Projects earned its spot with a three-year growth of 86%.
- Published: 2019-09-27
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/easy-projects-places-no-308-on-the-globe-and-mails-brand-new-ranking-of-canadas-top-growing-companies/
- Categories: Product News
Toronto, Ontario - Easy Projects is pleased to announce it placed No. 308 on the inaugural Report on the Business ranking of Canada’s Top Growing Companies. Canada’s Top Growing Companies ranks Canadian companies on three-year revenue growth. Easy Projects earned its spot with a three-year growth of 86%. “We are honored to be included in this year’s Canada’s Top Growing Companies ranking. We are currently focused on helping project managers tap into the power of AI and business intelligence. Without real-time data to make informed decisions, companies may be at a disadvantage, so we’re looking to close that gap,” says Vadim Katcherovski, CEO - Easy Projects. “We’re excited to be part of this era of digital transformation and will continue to build a product that delivers results for our customers. ” Launched in 2019, Canada’s Top Growing Companies ranking program aims to celebrate entrepreneurial achievement in Canada by identifying and amplifying the success of growth-minded, independent businesses in Canada. It is a voluntary program; companies had to complete an in-depth application process in order to qualify. In total, 400 companies made the ranking this year. The full list of 2019 winners, and accompanying editorial coverage, is published in the October issue of Report on Business magazine - out now - and online at tgam. ca/TopGrowing. “We created Canada’s Top Growing Companies program because we believe there is many reports on Business readers can learn from the successes of the country’s best entrepreneurs,” says Derek DeCloet, Editor of Report on Business...
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### Easy Projects Makes Canada's Fastest Growing Companies list for the second year in a row
> We're ranked as one of Canada's fastest growing companies on Canadian Business Magazine's Growth500 ranking.
- Published: 2019-09-12
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/easy-projects-makes-canadas-fastest-growing-companies-list-for-the-second-year-in-a-row/
- Categories: Product News
Toronto, ON (September 12th, 2019) Canadian Business and Macleans today ranked Easy Projects, No. 373 on the 31th annual Growth 500, the definitive ranking of Canadas Fastest-Growing Companies. Produced by Canadas premier business and current affairs media brands, the Growth 500 ranks Canadian businesses on five-year revenue growth. Growth 500 winners are profiled in a special print issue of Canadian Business published with Macleans magazine and online at CanadianBusiness. com and Growth500. ca. Easy Projects made the 2019 Growth 500 list for the second consecutive year with a five-year revenue growth of 179%. The companies on the 2019 Growth 500 are truly remarkable. Demonstrating foresight, innovation, and smart management, their stories serve as a primer for how to build a successful entrepreneurial business today, says Beth Fraser, Growth 500 program manager. As we celebrate over 30 years of Canadas Fastest-Growing Companies program, its encouraging to see that entrepreneurship is healthier than ever in this country. Easy Projects is honored to once again be listed on the Growth 500 annual ranking, says Vadim Katcherovski, Chief Executive Officer, Easy Projects, What our team has accomplished over the past year reflects their continued dedication to our customers and the product itself. In addition to the Growth 500 award, the success of Easy Projects is also reflected by its top ranking on all leading peer review websites including g2. com, getapp. com, and capterra. com, further establishing its position as the platform of choice for enterprise teams. *** About the Growth 500 For...
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### Easy Projects Enters Top 5 of GetApp's Project Management Software Category Leaders 2019
> Toronto, ON (July 29th, 2019)Â — Easy Projects, an enterprise work, and project management software platform is featured on GetApp’s Category Leaders list as best in class Project Management ...
- Published: 2019-07-29
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/easy-projects-enters-top-5-of-getapps-project-management-software-category-leaders-2019/
- Categories: Product News
Toronto, ON (July 29th, 2019) -- Easy Projects, an enterprise work, and project management software platform is featured on GetApp's Category Leaders list as best in class Project Management Software and Project Portfolio Management. The GettApp ranking methodology is based on five unique data points worth 20 points each, including mobile functionality, user reviews, security, integration, and overall functionality. Hundreds of products are evaluated and the top 10-15 become Category Leaders. Easy Projects scored 71/100 for the Project Portfolio Management category and 68/100 for the Project Management Software category, landing in the top five for both. Easy Projects has been featured on the GetApp Category several times in the past, advancing from the top 20 marks to the top 10. This is the first year Easy Projects has made it to the top five for both Project Management Software and Project Portfolio Management. “We're honored that our customers are delighted with our product and this recognition is validation that we're on the right track. We're focused on delivering a beautiful and high functioning product that project managers will enjoy using. We will continue to work to make Easy Projects their favorite platform. ”, says Vadim Katcherovski, CEO - Easy Projects. About Easy Projects Easy Projects is a leading SaaS (Software as a Service) Enterprise Work and Project Management platform. Easy Projects strives to make Mid-Size and Enterprise Organizations more productive and successful when their growth or workflow complexity has outpaced their existing tools and processes. By replacing the mess of...
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### Easy Projects Named Leader in G2 Summer 2019 Project Management Software Report
> Easy Projects, an enterprise work and project management software platform is featured on G2’s Summer 2019 Grid Report as best in class Project Management Software, topping multiple categories
- Published: 2019-06-26
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/easy-projects-named-leader-in-g2-summer-2019-project-management-software-report/
- Categories: Product News
Toronto, ON (June 26th, 2019) - Easy Projects, an enterprise work and project management software platform is featured on G2’s Summer 2019 Grid Report as best in class Project Management Software, topping multiple categories. Easy Projects earned a similar honor in Spring 2019, making the Summer season the second consecutive season this year for which the solutions were ranked best in class by G2 Crowd’s Sales & Marketing Intelligence Reports. The Summer 2019 Grid® Reports are based on a unique algorithm that calculates in real-time customer satisfaction and market presence scores. The results demonstrate a critical need for precise project management capabilities for growing teams. “We’re helping project managers tap into the power of AI and business intelligence. These tools provide them with the information they need to make informed decisions. Without this data, companies might find themselves at a disadvantage so we’re helping to close that gap. We’re thrilled that our customers are happy with the product and will continue to build a product they love. ”, says Vadim Katcherovski, CEO - Easy Projects. Easy Projects also received leadership recognition as a Momentum Leader. Other notable awards include: High Performer in Cost Management; Project and Portfolio Management; Enterprise; Mid-Market; Small Business; and a User Love Award. Easy Projects will continue to build an exceptional product to provide high value for customers. “Rankings on G2 reports are based on data provided to us by real users,” said Michael Fauscette, Chief Research Officer, G2 Crowd. “We are thrilled to share the...
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### Easy Projects Named Leader in G2 Spring 2019 Project Management Software
> Easy Projects, an enterprise work and project management software platform is featured on G2’s Spring 2019 Grid Report as best in class Project Management Software
- Published: 2019-05-21
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/easy-projects-named-leader-in-g2-spring-2019-project-management-software-report/
- Categories: Product News
Toronto,ON (April 1st, 2019) - Easy Projects, an enterprise work and project management software platform is featured on G2’s Spring 2019 Grid Report as best in class Project Management Software. The Spring 2019 Grid® Reports are based on a unique algorithm that calculates in real-time customer satisfaction and market presence scores. Over 45,000 software companies were included in the review in various categories. The results demonstrate a critical need for accurate cost management and project management capabilities among project managers. “Project managers are scoping out tools that can easily scale to meet the needs of fast-growing teams and organizations. Easy Projects is a platform that delivers the perfect blend of features for teams growing from midsize to enterprise and beyond. We’re grateful for the support from our customers and will continue to build a product they love. ”, says Vadim Katcherovski, CEO - Easy Projects. Easy Projects also received leadership recognition as one of the top project cost management software platforms for Enterprise teams. Easy Projects will continue to build an exceptional product to provide high value for customers. “Rankings on G2 reports are based on data provided to us by real users,” said Michael Fauscette, Chief Research Officer, G2 Crowd. “We are thrilled to share the achievements of the products ranked on our site because they represent the voice of the user and offer valuable insights to potential buyers everywhere. ” About Easy Projects Easy Projects is a leading SaaS (Software as a Service) Enterprise Work and Project Management...
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### Easy Projects Mobile App Updates
> The Easy Projects app continues to improve and grow thanks to feedback from users like you!
- Published: 2018-12-03
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/easy-projects-mobile-app-updates/
- Categories: Product News
- Tags: mobile app
The Easy Projects app continues to improve and grow thanks to feedback from users like you! Here are the changes we’ve recently introduced in both Android and iOS: Android We’ve redesigned the popular My Assignments page (formerly My Tasks) for improved convenience and clarity. Completed assignments can now be viewed in a separate tab All sorting options available on the website are now available in the mobile app Each activity now has its own timer (but only one timer can be running at a time) Activities can now display ID# (toggled on/off in Settings) Redesigned workflow for adding activities We’ve also updated the Activity Details page: Message board now integrated into the Details page iOS We’ve now added the Activity Details page to the iOS version. In it, you can: Edit the activity name, start and end date, activity duration, and priority Access attachments directly Thank you for all your continued feedback. It helps us make sure that we are providing you with tools that help keep you productive. Stay tuned for more updates as they happen!
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### How Easy Projects became one of the Canada's Fastest Growing Companies
> We were listed as one of the fastest growing companies on Canadian Business Magazine’s Growth 500 list
- Published: 2018-09-19
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/how-we-bootstrapped-easy-projects-to-become-one-of-the-canadas-fastest-growing-companies/
- Categories: Product News
Something really interesting happened to us this September. We were listed as one of the fastest growing companies on Canadian Business Magazine’s Growth 500 list. What I’m proud of most when it comes to growth we’ve experienced is that we bootstrapped it. This means no venture backing, no outside funding, no massive bank loans. We always wanted complete freedom in our business strategy, however quite often the interests of potential investors do not line up with the interests of our customers. It’s been slow and steady but always in a positive direction. Right from day one. And this approach is definitely not for the faint of heart. It requires discipline in a solid product strategy, understanding the impact of prioritization (urgent vs. important) on the short term and long term. Easy Projects began as many unintended entrepreneurial pursuits do: as an attempt to try and solve a problem. My team and I were running a software development company back in 2004 when we realized that our projects needed to be managed in a better way. We wanted a seamless stream of communication with our clients that would allow for updates in real-time. After looking for a solution, we couldn’t find what we wanted so we put our heads together and decided to build it ourselves. Once we started using Easy Projects to manage our software development projects, our clients started requesting access to use it for their own work. This made us realize that we needed to shift our...
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### Easy Projects Architecture Roadmap
> We had to start looking for better ways to manage our development and deployment processes. After several months we settled on the Microservice Architecture
- Published: 2018-08-13
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/easy-projects-architecture-roadmap/
- Categories: Product News
- Tags: architecture, containers, docker, easy projects, roadmap
Ever since Easy Projects’ inception back in 2004, its core product architecture has stayed relatively the same: Web Server (MS IIS) and Database Server (MS SQL). When we moved our hosting environment to Microsoft Azure Cloud, we added a few more components to the mix: Redis Cache, Service Bus, Azure Search and others. These technologies allowed Easy Projects to be scaled on demand and to maintain high performance and reliability for thousands of concurrent users. As the product’s complexity, along with our team size, have increased, we had to start looking for better ways to manage our development and deployment processes. After several months of intense research and multiple proofs of concept, we settled on the Microservice Architecture. Microservices – an approach to software development in which a large application is built as a suite of modular services. There are a number of benefits to this approach, including: Each service can be developed and deployed independently. It simplifies testing and speeds up the deployment process. Also, product updates can be often pushed without causing any downtime. Each service handles a separate small piece of functionality, which makes it easy to modify and maintain for the team and greatly shortens the learning curve for new hires; Microservices architecture makes it really easy to scale by adding the required resources just for the specific service; Security is increased as the services run independently and a potential issue in one module will be isolated from the rest of the application; Microservices boost innovation,...
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### Easy Projects Mobile Update: Notification Inbox
> Your phone is already equipped to handle messages and communication, so why not let the Easy Projects Mobile App do it, too?
- Published: 2018-08-02
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/easy-projects-mobile-update-notification-inbox/
- Categories: Product News
- Tags: android app, approvals, easy projects, enterprise project management, mobile app, project collaboration, project management, remote teams, team collaboration, time tracker, time tracking, work from home, work management, work on the go, work remotely, workflow
Your phone is already equipped to handle messages and communication, so why not let the Easy Projects Mobile App do it, too? The new Notification Inbox gives you a central area where you can manage all communication around your projects. With it, you’ll be able to: – View and respond to new messages – Act on any Approval Requests sent to you – Track pending Approval Requests you send out – Review new project and activity notifications So don’t worry about missing critical updates when you’re on the road or away from the office. With the new Notification Inbox you’ll be able to address critical issues wherever or whenever you are. Stay connected. Stay responsive. Stay productive. *This update is currently available for Android and will soon be available for iOS as well.
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### Easy Projects Update: Kanban on Mobile
> Easy Projects’ new mobile app update lets you be Agile anytime
- Published: 2018-05-03
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/easy-projects-update-kanban-on-mobile/
- Categories: Product News
- Tags: agile, agile project management, business management, collaboration, easyprojects, mobile app, mobile project management, project management, team collaboration, work management
Easy Projects’ new mobile app update lets you be Agile anytime, anywhere. You can now view and manage all of your Kanban projects from your smartphone or tablet. Here are just a few of the major functions you can do in this update: Change swim-lanes. Move activities from status to status with a touch. Just press your finger on the activity card and drag n’ drop it to any column on the board. Saved Views. Access all of your saved Kanban Views using the new in-app menu. Speaking of which: New in-app menu. Simplify navigation with the new in-app menu. Access the new menu by swiping in from the left or clicking the menu icon in the top left corner. Expect more mobile greatness as we release further updates this season!
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### Easy Projects Ranks in Top 15 Project Management Software for Enterprises by G2 Crowd
> Easy Projects is excited to announce that we have been named a High Performer in the Spring 2018 G2 Crowd Project Management Solution report
- Published: 2018-04-16
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/easy-project-ranked-in-top-15-project-management-software-for-enterprises-by-g2-crowd/
- Categories: Product News
- Tags: agile project management, easy projects, easy projects reviews, enterprise project management, epm, g2 crowd, project management, project management methodology, project management news, project management software, review
Easy Projects is excited to announce that we have been named a High Performer in the Spring 2018 G2 Crowd Project Management Solution report. Based on real-user reviews, Easy Projects ranks in the top 15 Project Management Software for Enterprises and appears on theEnterprise Grid Report for Project Management | Spring 2018. G2 Crowd is one of the leading B2B Software review sites. These reports are all based solely on customer feedback and real-user rankings so we were thrilled to be recognized so highly by our valued users. tracking projects is easier than before. We can also figure out the time it takes to complete them, whether resources are overburdened or they have time to work on other projects, etc. time tracking, estimated hours, budgeting and other features are all easy to use. The name of this solution matches the performance of the product. Karthikeyan G. Easy Projects, by receivingpositive reviews, from verified users, has a significantly higher ranking on many of G2 Crowds spring reports than our competitors because of our unique fit for growing mid-market organizations and enterprises. . In fact... 85%of users rated us 4 or 5 stars 92% was our verified user rating for Performance and Reliability And92%was also our verified user rating for Quality of Support Rankings on G2 Crowd reports are based on data provided to us by real users, said Michael Fauscette, chief research officer, G2 Crowd. We are excited to share the achievements of the products ranked on our site because they...
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### Complete Guide to the Birdview PSA Guest Portal
> Easy Projects Guest Portal is the perfect place for people from outside your core team to get involved in the project. Learn more about its capabilities.
- Published: 2018-03-27
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/complete-guide-to-the-easy-projects-guest-portal/
- Categories: Product News
- Tags: best practices, business management, easy projects, guest portal, pm tool, project, project management, project management software, project manager, work management, workflow
Welcome to the guide to the new and improved Birdview PSA Guest Portal. The Birdview PSA Guest Portal is the perfect place for people from outside your core team to get involved in the project--whether they're external or internal customers, vendors, or other stakeholders. In the Guest Portal, guest users can track and update their tasks in a friendly, manageable environment. To learn about Guest Portal capabilities and how they can be used, please watch this 5-min video or read the following post. Have a look at some of the key functions available:Easy Task TrackingThe Guest Portal lays tasks out in a simple manner with a clean layout and intuitive interface. Tasks are clearly presented alongside a label indicating the project the task belongs to, the date range of the task, and the task status. Tasks can easily be sorted by start or end date, name, priority and more. Guests can also toggle between showing completed and open activities, in case they need to refer to past work. Lastly, guests can use the search field to find what they need. Update TaskOnce the guest users have found the task they want to update, they can easily review what needs to be done by clicking the name of the task. This opens up a details panel that contains all the necessary information. Simply click the Im Done button to mark a task as closed, and the project will disappear from the active list. Remember, guests can always bring it back by...
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### Easy Projects, Version 12, Overview
> Version 12 of EasyProjects is major feature is a visual task manager called a Kanban board which allows anyone on your team to easily view any project in graphic way
- Published: 2017-11-20
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/easy-projects-version-12-overview/
- Categories: Product News
Want to have your team function like a well-oiled machine; a fast-moving assembly line where organization, resource planning, and project visibility happen organically and workflow is smooth and systematic? Of course you do! And now, you Kan... ban! Good thing I took up Project Management and not a comedy. Seriously though, the collaborative, agile work process you’ve been waiting for is finally here. Easy Projects has recently released Version 12 and it is our most user-friendly, intuitive, and flexible version yet. It’s major feature is a visual task manager called a Kanban board which allows anyone on your team to easily view any project in a graphic way which outlines every task needed to be completed in the project. It also shows who is assigned to each task and what stage of production it is currently in... but there’s more. Version 12 also features: Enhanced custom fields within the project/activity details. This benefits users who have a lot of custom fields set up, because the new design takes up less space so you will be able to see more info on one screen. Updated time tracking feature for Android App. This means that, like in our iOS App, Android users can now complete tasks on the go, and time spent can be entered, edited, deleted, and tracked no matter where you are. New SSO authentication options under Administration Settings Enhanced integration options through Zapier - Easy Projects can connect and share with over 700 other leading platforms Excited about all of...
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### Mastering time estimation in project management: from guesswork to precision
> What is time estimation in project management? Learn how to estimate project time and resources using two methods and decide which one will be best for you.
- Published: 2017-07-27
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/estimate-project-time-resources/
- Categories: Project Management
Learn how to estimate project time and resources using two methods and decide which one will be best for you.
When a Project Manager is presented with a project and asked, “Can you do this? ”, “How long will it take? ”, “How many resources will you require? ” his immediate answers can only include that to question one, going like: “I think so. ” To answer the other two questions, he will need time. What is time estimation in project management? Time estimation in project management is the process of predicting the amount of time required to complete specific tasks or an entire project. It involves analyzing the project scope, breaking down work into smaller tasks, and determining how long each task will take to complete. Time estimation in project management is a critical step in planning, as accurate time estimates help set realistic deadlines, allocate resources effectively, and ensure project deliverables are met within the given timeframe. Now, to calculatetime estimation in project management, we need a detailed plan involving all the tasks, estimates, required budget, and team members, taking into account their skills, expertise, and so on. To simplify this formula, we can combine most of the criteria and get this: Number of tasks needed to complete The duration of those tasks The number of team members working on those tasks What’s good about this formula from a project manager’s perspective is that all three questions can be effectively answered if the exact number of tasks is known. In other words, if you’re experienced and know your team well, you can pretty easily tell how much time...
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### New Feature: Follower Functionality
> Ever wanted to simply keep tabs on a project where you don’t have any assigned activities
- Published: 2017-05-05
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/new-feature-follower-functionality/
- Categories: Product News
Ever wanted to simply keep tabs on a project where you don’t have any assigned activities? To observe and get updates sent to your email, but not have it affect your own task list? In the past, you could only keep tabs on an Easy Projects task by: Expanding a user’s permissions to see tasks they aren’t assigned to - which may be too much for some; Or assigning yourself to it - which adds it to your task list, even though you aren’t responsible for doing it. Neither workflow is optimal, resulting in cluttered assignee and task lists. Busy Project Managers and Contributors rejoice - introducing the Follower functionality! Now, with a click of a button, you can be added to a task as a Follower. Doing so allows you to: See the task in your Activity Center Receive email notifications (dependent on settings) Include the task (and its associated data) in the reports you generate All this without adding the task to your list of responsibilities and throwing off resource loading reports. Adding followers To add yourself as a follower, all you need to do is open up the Activity Details page for the task you want and click on the “Follow” icon in the upper right corner. Tracking Your Follower Tasks Keeping track of your Followed Tasks couldn’t be easier. We’ve added a filter to the Activity Center to allow you to see a list of all of your Followed Tasks. The best part is that you can combine...
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### 4 Ways to Eliminate Employee Procrastination
> If you have ever tried to get teenagers to listen to their parents, teach cats how to behave as you want them to, or get a procrastinator to work timely, you have probably heard these kind of statements more times that your actual name.
- Published: 2017-04-26
- Modified: 2023-11-21
- URL: https://birdviewpsa.com/blog/4-ways-eliminate-employee-procrastination/
- Categories: Project Management
“I’ll start this in just a few minutes” “Ok, let’s have a coffee break and get to work” “I’ll just do that tomorrow” “Oh, this can wait a bit” “I simply don’t have this much time” “Meow” If you have ever tried to get teenagers to listen to their parents, teach cats how to behave as you want them to, or get a procrastinator to work timely, you have probably heard this kind of statement more times than your actual name. Procrastination in the workplace has been around forever. Even when people didn’t have properly developed languages and communicated with hand gestures and strange noises, there were always those who did almost no work and those who did a lot more than their fair share. In a recent survey, it was discovered that 64% of employees waste time on non-work related activities every day. The average time wasted per person was around two hours a day, which, when translated into numbers, means around a 20% additional cost to the employer and around 40 hours of wasted monthly time for project tasks. Don’t get me wrong, I understand that we are all people and simply can’t work the full eight hours every day like cyborgs, and it’d be very naïve to expect that kind of (close to) impossible commitment from each team member. However, while having an employee-focused culture and approach in your management style is a must, it’s important not to let employees procrastinate up to a point that will hurt...
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### Starting New Projects on the Go!
> The Easy Projects mobile app now allows you to create projects from scratch
- Published: 2017-04-17
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/starting-new-projects-go/
- Categories: Product News
Mobile Project Managers rejoice! The Easy Projects mobile app now allows you to create projects from scratch! Now you can keep your team’s project list up to date from anywhere, at any time. Start the project up and put your tasks down at the touch of a button. Instantly assign team members to the relevant action items and stay ahead of your deadlines - all from the convenience of your mobile device. This update works with both iOS and Android versions. With the Easy Projects mobile app, you can stay connected and productive from anywhere in the world - even if it’s just the grocery store checkout line.
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### What is a Project Baseline?
> A project baseline is the initial project scope, schedule and cost of a project. These are generally defined and reviewed at the onset of a project.
- Published: 2017-03-23
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/project-baseline/
- Categories: Project Management
Even new or accidental project managers know that nothing ever goes according to plan. Any deviation from the project schedule or scope, whether it’s for the better or for the worse, throws off estimates and affects resource usage across other projects. That’s why you need a project baseline. Not only do project baselines help keep the project on track, but they also play a key role in improving the outcome of the future projects by using the historical data. But let’s take a step back and examine baselining from the ground up. What is a project baseline? A baseline is the initial project scope, schedule and cost of a project. These are generally defined and reviewed at the onset of a project by the project team, although project stakeholders can be included as well. A well-defined baseline gives several benefits: Provides a standard by which actual performance can be measured Forecast the project outcome How do you use a baseline? Baselines are documented (whether on paper or electronically) and used to keep the project on track. Baselines are not necessarily set in stone; they can be updated as the scope changes, estimates are reassessed and resources become available. Throughout the project and once the project has been concluded, the actual timeline, cost and scope should be compared against the original baseline and the differences analyzed. The net result is data on exactly what areas of the project went off-plan and by how much. Project managers can now run a post-mortem to discuss...
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### New Feature: Recurring Tasks
> Make your existing tasks into recurring tasks with EasyProjects. Hurry up to enjoy the new feature and make your work process more productive!
- Published: 2017-01-27
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/new-feature-recurring-tasks/
- Categories: Product News
Regular meetings are a fact of professional life. Whether they're once a week or once a month, they take up time and need to be accounted for in your schedule. However, actually putting them in your project plan is a pain, since you have to manually create multiple instances of the same thing.
Regular meetings are a fact of professional life. Whether they’re once a week or once a month, they take up time and need to be accounted for in your schedule. However, actually putting them in your project plan is a pain, since you have to manually create multiple instances of the same thing. You don’t have to anymore. Easy Projects now lets you create recurring tasks so that you can easily track and manage responsibilities that regularly occur over the course of a project–meeting or otherwise. To create a Recurring Task, open the Activity Details page, click on the More Options button on the upper-right corner, and click on the option “Repeat. ”This opens up a setup menu for your recurring tasks that allows you to pick: Frequency Start period End period Pick the details of your recurring task. In this example, I want to meet the customer again every Thursday for 5 weeks. This creates 5 additional Weekly Customer Meeting tasks after my original, and dates them based on what I’ve chosen in the setup menu. Notice also that these recurring tasks have been put underneath a parent task for easier tracking and management. These recurring tasks also carry over attributes of the original task, such as assignees, files, custom field entries and more. If you accidentally create too many parent tasks, don’t worry! Just delete the parent task and start over. Designed by Freepik
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### How to deal with difficult team members
> Have you ever had difficult team members in your company? Have you tried to overcome the difficulties? Find out how to deal with them with EasyProjects.
- Published: 2016-12-29
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/how-to-deal-with-difficult-team-members/
- Categories: Resource Management
If you say you never have, then lucky for you, but take our word for it that it frigging sucks. There's little worse than working with a teammate who is, well, a jerk to everyone. However, being a jerk isn't the only way that it can be difficult to work with somebody. Many people are plainly nice and well-intentioned, but for whatever reason they do not function well in a team, which is a drag for everyone else.
Everyone has worked with a jerk colleague before. Everyone. If you say you never have, then lucky for you, but take our word for it that it frigging sucks. There’s little worse than working with a teammate who is, well, a jerk to everyone. However, being a jerk isn’t the only way that it can be difficult to work with somebody. Many people are plainly nice and well-intentioned, but for whatever reason, they do not function well in a team, which is a drag for everyone else. Honestly, dealing with a jerk is pretty easy: tell them to get their act together, or else they’re going to be fired. Simple. You shouldn’t be hiring jerks in the first place, because even if they are highly skilled and talented, jerks destroy company success overall. Dealing with a difficult team member who is not a jerk, on the other hand, can be brutally challenging for a lot of managers. Especially if the manager is fresh to the gig and is wrangling a team for their first time, a difficult employee can reduce a team’s productivity by 30-40% if their behavior isn’t rehabilitated. Employees of the non-jerk variety can be difficult team members for a number of reasons. Maybe they had a personal falling out with a teammate over a dispute outside of work. Maybe they have never even worked on a team before, and plainly don’t know how to play along. Maybe the difficult team members are in the wrong position and are acting out because they are frustrated. Whatever...
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### New Feature: Firefox and Google Chrome Push-Notifications
> Get push-notifications on your Chrome or Firefox browser. You can even send push notifications when your web page is not active.
- Published: 2016-12-13
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/new-feature-firefox-and-google-chrome-push-notifications/
- Categories: Product News
If there's one thing our users have been clamoring for, it's more notification options.
If there’s one thing our users have been clamoring for, it’s more notification options... . Okay, calm down. Notice I said more options, not more notifications. You can now get push-notifications on your Chrome or Firefox browser. These happen outside the app and are separate from email notifications. So, if you want, you can turn off email notifications entirely and still receive browser notification updates. Browser notifications trigger in the following instances: Receiving a message Being assigned a task The notification appears in the bottom right corner of your screen. Clicking on it brings you into the Easy Projects app, and opens up the Details Page of the activity in question. If you want to try it out, go to your My Options menu and activate the “Turn on push-notifications (Chrome, Firefox)” option. This activates browser push-notifications just for you. Browser notifications work even if: “Enable Notifications” is off in the Admin Notifications panel Admin Notifications have different notifications settings User has “digest” turned on Try it out and let us know what you think! Designed by Freepik
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### Stop the battle: How forward-thinking organizations benefit from Agile-Waterfall hybrid
> A quick guide into Agile-Waterfall hybrid. A range of companies have already proved it as a great management method. Get your Free Trial now!
- Published: 2016-11-21
- Modified: 2024-07-03
- URL: https://birdviewpsa.com/blog/stop-the-battle-how-forward-thinking-organizations-benefit-from-agile-waterfall-hybrid/
- Categories: Project Management
There has never yet been a more principled battle among project management mavens than that of agile vs. waterfall methodologies. The proponents of both movements claim to have quite weighty pros for ditching the opposite model as ineffective and/or outdated. However, to put an end to this debate and find the golden mean’, more and more companies the thought leaders of the industry – have started blending the benefits of both models into a brand new approach, the so-called agile-waterfall hybrid. For the uninitiated, the terms agile and waterfall seem to have nothing much in common, but experts in the field denote two diametrically opposed and seemingly irreconcilable project management approaches. Firstly, let’s look at what these tech buzzwords mean, how we can measure their effectiveness, and how most forward-thinking companies prefer to benefit from both models. . (source: http://www. agilenutshell. com) Agile methodology The agile movement represents a completely new project management ideology with its own manifesto. In fact, agile is an umbrella term for various methodologies (the most popular ones being Scrum and XP) which consistently promote the values of the manifesto, such as dominance of individuals and interactions over processes and tools, customer collaboration over contract negotiation, etc. It’s not without reason that this new approach was dubbed agile’. As a more flexible way of managing software development projects, it constitutes an iterative approach to software products, based on the step-by-step principle of product delivery versus one-time delivery of the outcome when approaching the deadline (waterfall approach). Thus, breaking the project into smaller tasks is what makes the process...
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### New Feature: Baselining
> Baselining as a way to analyze all crucial steps made during the project. Analyze the reasons behind missing targets. Make it possible with EasyProjects!
- Published: 2016-11-21
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/new-feature-baselining/
- Categories: Product News
Most (if not all) project managers have created optimistic project plans that end up way off the mark. But how did we get to that point? When did we start going astray?
Most (if not all) project managers have created optimistic project plans that end up way off the mark. But how did we get to that point? When did we start going astray? Thanks to the first stage of Easy Projects’ new Baselining feature, we can help you figure out when and why that target was missed. You can determine the roadblocks in your project and address them to prevent future issues. First thing you need to do is lay out your project plan like you normally would: target dates, dependencies, etc. Then open the Project Details page (click on the Project Name) and open the Options menu in the upper right hand side. Then click “Baselining. ” Done! The system has now saved a snapshot of your project’s current state for future reference. You can now run the project as normal. Once your project is finished, you’re now going to be able to track how well (or badly) you adhered to your original plan. Just go to the Report Generator and create a report with these fields: Project Name Activity Name Activity Baseline End Date Activity Actual Completion Date Activity End Date Variance The end result should look something like this: This report gets you insight into which tasks were done on time (0), which were done early (-1) and which were late (4). For added detail, you can add in the baselining numbers for Start Dates too, which is ideal if your project has dependencies and you need...
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### What Is Change Management in Project Management?
> Distinguishing Change Management from Project Management and the Importance of Project Managers being Effective Change Managers
- Published: 2016-11-01
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/why-a-top-notch-project-manager-should-first-and-foremost-be-an-effective-change-manager/
- Categories: Project Management
Over the past several decades, project management as a discipline has gained a lot of attention. While first developed specifically for use in the construction industry, project management as a methodology has become valued within any and every industry where a task is involved, from graphic design to finance and healthcare. Change management is different from but related to project management. Change Management in Project Management and Why It Is Important? Change management in projects is like a toolbox with many parts, helping organizations succeed and adapt. Let's take a closer look at what change management is, understand its details, and why it's super important in the world of project management. Birdview PSA project management software aids in developing and monitoring change management plans, and reallocating resources in real time, whether for project or organizational changes. Utilize our interactive Gantt charts to construct plans that encompass resources, tasks, durations, milestones, and dependencies. Key Components of Change Management: Successful change management involves a series of interrelated components: Identification of Change: Recognizing the need for change and defining its scope. Stakeholder Analysis: Understanding the impact on various stakeholders and their perspectives. Communication Planning: Developing a clear and effective communication strategy. Change Impact Assessment: Evaluating the implications of change on processes, systems, and culture. Change Leadership: Providing strong leadership to guide the organization through change. Training and Development: Equipping individuals and teams with the skills needed for the new paradigm. Resistance Management: Addressing resistance and fostering a positive attitude toward change. Monitoring and...
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### 3 biggest challenges you are likely to face as a consultant project manager
> Let's nose out the 3 biggest challenges each consultant project manager should expect in the course of consultation! Find out more tips with EasyProjects.
- Published: 2016-09-16
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/3-biggest-challenges-you-are-likely-to-face-as-a-consultant-project-manager/
- Categories: Professional Services
There are project managers and consultant project managers. Both of these champions of organizational efficiency and management provide essentially the same exact functions. In case you are looking to get into consulting as a PM, or are a CEO who is considering bringing on a consultant, the main difference between the two PMs is kinda like this: Your project manager is like owning the Blu-ray at home A consultant project manager is like seeing the movie in theaters once in 3D If that silly analogy was unclear at all between the differences between both, your PMs are permanent fixtures and should be of high quality. A consultant project manager is a limited-time deal, but an expert management specialist of exceptional quality. Let us play a brief little guessing game – which PM do you think is given the more overall challenging jobs from the project sponsor? If you guessed consultant, you win. Enjoy the balloons and confetti – now get back to work! On a serious note, the consultant project manager is typically called in because things are getting out of hand (or worse) and the sponsor needs an expert to come in, plug up the holes, and save their sinking ship. Consultant PMs are assigned the highest-risk projects, with the greatest number of complications. The industry wouldn’t have a demand for consultants if every task was fine and dandy for the company to handle on its own. So, if you are considering the move to consulting, read on so you know what to...
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### 4 big problems marketers face when marketing to millennials
> Millennials are an enormous amount of market now. Let's unearth 4 challenges you are likely to face while marketing to millennials and tips to solve them.
- Published: 2016-09-12
- Modified: 2025-02-14
- URL: https://birdviewpsa.com/blog/4-big-problems-marketers-face-when-marketing-to-millennials/
- Categories: Marketing, Project Management
Marketing to millennials can be challenging. As digital natives with unique buying habits and values, this generation demands more than traditional approaches. From prioritizing lifestyle branding to expecting eco-conscious practices, millennials require marketers to adapt and innovate. In this article, we’ll explore four major challenges marketers face when targeting millennials and provide actionable tips to overcome them. Millennials, the generation between Generation X and Generation Z (the kids and adults roughly born 1982-2000) have been a tough nut to crack for many marketing professionals. Every demographic presents its own unique challenges to marketers. Some are easier to understand, adapt to, and predict than others, but there has been something about Millennials that has been tricky to pin down or put your finger on. Generation Me (or Generation Hashtag, Generation Y) is the first generation of digital natives, and as such has buying habits unique from the previous several generations. Whether you like it or not, Millennials are more than just a substantial block of your target market, accounting for approximately 50% of the population. Like any generation, they have a common thread that binds them (admittedly, us) all, and it’s not just having a Facebook or Instagram account anymore. Some Millennials love labeling themselves as such, and some of them loathe the term. Either way, the generation born with a smartphone in their palm has specific traits when it comes to purchasing decisions that many marketers neglect, and thus fail at. Millennials are a marketing force to be reckoned with because they are...
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### New Feature: Approval Workflow
> Approval Workflow: how Easy Projects can help you confirm a deliverable of some sort before the project can go to the next step.
- Published: 2016-08-31
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/new-feature-approval-workflow/
- Categories: Product News
Does the task you're working on involve a deliverable of some sort? A brochure, maybe? Or a design document? If so, then someone on your team probably needs to give the thumbs-up before the project can go to the next step. We've introduced a feature that can make this happen: the Approval Workflow. Users can now easily "Request Approval" for a Task, including the ability to add a message and any corresponding documents! How to Request an Approval for Activities and/or Documents First off, access the Message Board via the Activity Center icon or the Activity Details panel. You can optionally attach one or more documents as part of the approval process. For example, you could be requesting approval for the entire Activity, "Update Blog", or just the document with the content - it's up to you! Click on "Request Approval" and then pick your Approvers from the list of users. Click "Apply" and then press "Post" to post your message. Your file will now be posted to the board, with an approval indicator to show how many have reviewed your request. How to Approve/Reject an Activity and/or Document Barbara has been asked to review a document in this example. Next time she logs into Easy Projects, she sees that she has a new Approval Request on her navigation bar. She clicks on the icon, and a list of Approval Requests appears. The most recent / open request is at the top, and the older ones are at the bottom....
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### 8 things that C-level executives should know to build a strong team
> High-performing team is the dream of any organization. Let's contemplate these 8 effective skills to build a strong team for your organization.
- Published: 2016-08-29
- Modified: 2025-03-02
- URL: https://birdviewpsa.com/blog/8-things-that-c-level-executives-should-know-to-build-a-strong-team/
- Categories: Project Management, Resource Management
High performing teams are the goal of any successful organization. Who doesn’t want to constantly meet deadlines, deliver excellent quality work and have close to zero problems during the completion process of every project? Unless you are masochistic in the extreme (like THE extreme), you probably understand what you can achieve with the help of such people. There is an ancient proverb that goes “If you want to go fast, go along, if you want to go far, go together. ” A well-formed team brings out the best in every person – complementing each other’s strengths and mitigating weaknesses while providing ideas and putting in the collective amount of work needed to achieve incredible results. Here are 8 things every C-level executive must keep in mind when trying to build “the dream team”: 1. Have clearly defined expectations Whenever you onboard a new team member, they need to know exactly what your vision and goals are. Even if the person excels at what he does, it shouldn’t be the only focus of his work. Each team member has weaknesses and strengths. Make it clear that you expect them to leverage their strengths not on the individual level, but at the team level. Research has shown that 70% of on the job learning occurs informally, which means that experienced team members can contribute a lot more than simply excelling at their job. For example, if you onboard a new saleswoman who has years of experience under her belt, her job should not...
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### What project performance is and how to manage it
> Managing project performance is not that simple. Here is how top-notch Project Managers handle both project underperformers and overperformers.
- Published: 2016-08-24
- Modified: 2024-11-28
- URL: https://birdviewpsa.com/blog/how-great-project-managers-handle-team-performance/
- Categories: Project Management
Here is how top-notch Project Managers handle both project underperformers and overperformers.
Have you ever felt like your projects are slipping through the cracks—missing deadlines, going over budget, or struggling to meet expectations? Managing a project to success isn’t easy, and without a solid plan to monitor and optimize performance, things can quickly spiral out of control. That’s where project performance management comes in. In this article, we’ll break down the key components of project performance management and show you how to plan, measure, and optimize your projects like a pro. What is project performance management? Project Performance Management involves the systematic process of planning, monitoring, and optimizing the various aspects of a project to ensure its successful and efficient execution. It encompasses a range of activities aimed at maximizing the project's effectiveness and meeting its objectives. Key components of project performance management include: Planning: Defining clear project objectives, scope, and deliverables. Establishing key performance indicators (KPIs) to measure success. Monitoring: Regularly tracking and assessing project progress against predefined goals and benchmarks. This involves keeping an eye on timelines, budgets, and the quality of deliverables. Measurement: Quantifying project performance using relevant metrics and indicators. This may involve assessing factors such as cost efficiency, schedule adherence, and stakeholder satisfaction. Analysis: Analyzing data and performance metrics to identify trends, potential issues, and areas for improvement. This allows project managers to make informed decisions and adjustments. Optimization: Taking corrective actions and implementing changes to enhance project performance. This might involve reallocation of resources, adjustments to the project plan, or addressing bottlenecks. Communication: Maintaining open and...
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### What is constructability in Project Management and how to use it
> Projects that use constructability are more likely to finish on time and save the project money. Let's see how you can apply it to your project management.
- Published: 2016-08-22
- Modified: 2024-11-28
- URL: https://birdviewpsa.com/blog/what-is-constructability-in-project-management-and-how-to-use-it/
- Categories: Project Management
Constructability, simply put, is the ease and efficiency with which a structure can be built. While the concept may seem straightforward, its application in project management is less common—surprisingly, 90% of contractors do not use constructability practices. However, integrating constructability into your projects can optimize efficiency, reduce waste, and help meet deadlines. In this article, we’ll explore the origins, principles, and benefits of constructability, along with practical tips to incorporate it into your projects for better outcomes. What is constructability? Well, it is pretty much exactly what it sounds like -the ability to construct. A basic definition of constructability is: how efficiently and easily can a structure be built, and how to make it even more efficient and easier? That sounds rather straightforward, but how does it apply to project management? The practice of constructability in project management is still relatively unpopular (for lack of industry awareness, not that it is a burden or anything that impedes success). 90% of contractors do not currently use constructability in their project management. So, we will go over the practice broadly, but with enough detail that you can quickly put it to use in your next project. By the end of this article, you should not only have a coherent understanding of thevalueof constructability but alsohow to apply itto your project management. First, some background... Origins and overview of constructabilityConstruction projects are the largest human endeavors and achievements since the dawn of time. Every man-made article on our planet (and beyond when you...
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### What is Strategic Planning in Project Management
> Strategic planning in Project Management is essentially the grown-up version of business planning. It is thinking even further ahead into the future
- Published: 2016-08-19
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/the-role-and-value-of-strategic-planning-in-project-management/
- Categories: Project Management
We all know the value of project management, but buzzwords like “strategy” and “planning” in and of themselves are as valueless and unexciting as simply saying “profit” or “management”. Without context, these buzzwords hold little or no weight for an experienced project manager. It’s not the words on their lonesome that means anything, it is what they symbolize when combined together to represent a concept, such as “strategic planning”, which also doesn’t sound very sexy. Well, despite the lackluster vocabulary, we will show you the power of strategic planning. Strategic planning is essentially the grown-up version of business planning. It is thinking even further ahead into the future, scrutinizing with an even sharper eye, and accounting for even further unforeseen organizational challenges and opportunities. Before we really get into it, let us clear the air on strategic planning regarding project management: it is not a panacea; a cure-all. Strategic Resource Planning foregoes innovative thinking, which for most businesses is another essential for progress and development. Strategic planning is one of the several components of project management software that a high-functioning organization requires to operate at its maximum operating level. If innovative thinking is the hippies and artists of the organization’s project management, strategic planning is the architects and engineers. Individually they cannot support an organization alone, but when combined they provide projects with a diverse, robust set of operational capabilities. Today we will go over why strategic planning is vital to get your projects operating at maximum capacity. Beyond simple business...
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### 5 tips for Marketing Managers to keep the staff and clients happy
> Are you a Marketing Manager? Are you looking for new tips to keep the staff and clients happy? Follow the tips by EasyProjects.net
- Published: 2016-08-15
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/5-tips-for-marketing-managers-to-keep-their-staff-and-clients-happy/
- Categories: Marketing, Professional Services
No manager wants a miserable staff, or a miserable client for that matter. There is a plethora of reasons for this, but I'll outline the two most important ones:1. It takes12 positive experiences to make up for one unresolved negative experience2. Happy employees are12% more productiveThese two pieces of information shed enough light on the matter to reveal that satisfaction is a critical metric to keep track of. Now you might think that clients and team members are two separate cases and they shouldn't be labeled under the same line. In other words, to make clients happy you have to do one thing, and to keep team members happy you need to do something else. In reality though, both clients and team members are people, and people tend to appreciate similar things when it comes to the working atmosphere. People, as a whole, share similar values when it comes to how you treat and communicate with them. The following tips can be applied to both team and client relationships in an effort to maximize their happiness of working with you as a marketing manager. 1. Maintain excellent communication Both clients and team members highly value communication, and with good reason. 26% of survey respondents, presented byInformationWeek, claim that project success depends on effective team communication, and another study byPMI concluded that poor communication accounts for 30% of project failures. Communication helps everyone stay on the same page and be aware of how things progress, at all times. Having a clear,...
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### 5 steps of Crisis Management that project managers should undertake during hardships
> Are you a project manager looking for new ways to undertake crisis project management? If your answer is YES hurry up to read our recommendations.
- Published: 2016-08-12
- Modified: 2025-01-30
- URL: https://birdviewpsa.com/blog/5-steps-of-crisis-management-that-project-managers-should-undertake-during-hardships/
- Categories: Project Management
Every project manager dreads the moment when deadlines are missed, budgets spiral out of control, or unexpected challenges throw a project off course. While crises are inevitable, how you respond to them makes all the difference. Crisis. Nothing strikes fear into the heart of a project manager than being informed that a deadline has been missed, the project is over budget, and simultaneously each of your team leaders all are sick at home with the flu. That example is hyperbolic, but according to the infallible Murphy’s law, what can go wrong will go wrong, and stranger things than that example have happened in the past. Trust us. Before you became a project manager, it is likely that as a lower-level employee in an organization you have previously experienced a project crisis, and been witness to your manager freaking out, pulling out their hair, and lashing out at employees. If you haven’t, count yourself lucky. It’s not only unpleasant but counterproductive to solving the situation at hand. Any seasoned project manager will have experienced their fair share of crises in the past and hopefully has adopted measures and practices to handle hardships and extreme challenges to project performance. However, if you are green when it comes to crisis management as a project manager, lend us your ear and we will bring you up to speed with how the pros handle it. Crises come in all shapes and sizes, whether financial, technological, or public relations. Whatever you are dealing with, there are steps to...
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### 3 common causes of operational inefficiencies and how top project managers handle them
> Want to become a top-notch project manager? Consider the main causes of operational inefficiencies and how to handle them for your project success.
- Published: 2016-08-08
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/3-common-causes-of-operational-inefficiencies-and-how-top-project-managers-handle-them/
- Categories: Project Management
Inefficiency: it is one of the few words that can make a project manager cringe and raise the hairs on the back of their neck. Hearing from your executive that you are running an inefficient project generates a level of shame in managers that is hard to forget, and that hangs over you like a stormcloud. Inefficiency plagues projects that have either not been properlyplanned, are poorly scheduled, and/or experience poor quality control/supervision. Today, we will detail what these operational inefficiencies are, how to identify them, what are common causes of operational inefficiencies are, and how to become a top-notch project manager and solve them. And remember, “Effectiveness is doing the right thing; efficiency is doing things right. ” Peter Drucker 1. Improper planningOperational inefficiencies can often begin before the project even begins, during the planning stage. Improper planning can range from neglect of resource deficiencies or redundancies, both of which will produce an inefficient operation, or improper planning can neglect to establish operational contingencies should a problem arise. A top-notch project manager will know it is wise to invest heavily in time during the planning stage and scrutinize every detail. When the project gets up and running there is far less of a chance that any unforeseen monkey wrenches will slow things down. During the planning stage, identify which factors can be themost vulnerableto risk. 20% of the at-risk operations produce 80% of wasted project time(these numbers are going to come back again in this article). Spending time and...
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### 4 reasons why project management should be integrated with change management
> Let us help you to understand what change management is. Go over the primary components of change management before to integrate it with project management.
- Published: 2016-08-01
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/4-reasons-why-project-management-should-be-integrated-with-change-management/
- Categories: Project Management
As a project manager, it is impossible that you are unfamiliar with project management methodologies by this point in time. An essential tool for planning, executing and monitoring project performance, project management assists your projects with staying on track, within budget, completed and delivered before deadlines are due. But, as projects evolve, are modified, or have their courses altered entirely, what is in place to manage how well your personnel adjust and adapt to changes in project approach and structure? This is where change management comes into play. Project management is an invaluable methodology for managing projects, but it does not encapsulate your entire organizational operations. Many project managers are still unfamiliar with what change management actually is, so before we argue why it should be integrated with your project management let us go over the primary components of change management and how it differs from project management. Change management in a nutshell Simply think of project management as managing the technical elements of a project's progress, while change management is the methodology for managing the human elements of a project. As projects undergo inevitable changes, project management addresses the installation of new SOPs and protocols. Deadlines may shift, priorities may be substituted, any number of aspects of the project can change, and project management handles the assignment of new tasks and rearrangement of the organizational approach to completing tasks. Change management addresses the practical, hands-on methods for the implementation of procedures following project changes. Change management is the guiding...
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### Comparing project management methodologies: Agile method vs Waterfall method
> Read this great blog about comparing project management methodologies. Find out more about advantaged and disadvantages of Agile and Waterfall methods.
- Published: 2016-07-29
- Modified: 2023-09-12
- URL: https://birdviewpsa.com/blog/comparing-project-management-methodologies-agile-method-vs-waterfall-method/
- Categories: Project Management
There is a lot of debate in the PM universe around the topic “which PM methodology is superior? ” and why. The thing is though, there is no such thing as “the best PM methodology”. Each methodology was originally created to deal with a specific project that had specific requirements, which needed to be taken into account during the whole project lifecycle. This essentially means that a project methodology should be chosen to handle a project based on the requirements, lifecycle and end goals of the project. Today, we will compare the Waterfall and Agile methodologies, understand their pros and cons and what type of project is most suited for each methodology. Waterfall The waterfall methodology is the simplest way that a PM can approach a project. This is a one of sequential project management methodologies, during which each phase of the project (feasibility, planning, designing, building, testing, production and maintenance) is completed before moving on to the next one, just like a waterfall. The idea of the methodology originated from the standard workflow process of construction and manufacturing industries, where each project has a set, structured, stage-by-stage approach. Source: manifesto Waterfall is known and loved for its straightforwardness and ease of use, and is mainly used for simple, unchanging projects. Advantages of waterfall: Easy to follow and manage – Thanks to Waterfall being so straightforward and having the same structure and approach every time, regardless of what project you are doing, it’s super easy to understand, follow and manage. Nobody needs to have any prior...
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### 4 must-have leadership skills that will lead any Project Manager to success
> Probably you are a project manager surfing the net for must-have leadership skills to lead you to success. If you are the one, hurry up to read the blog.
- Published: 2016-07-22
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/4-must-have-leadership-skills-that-will-lead-any-project-manager-to-success/
- Categories: Project Management
Leadership skills are to a project manager as claws are to a lion: yeah, you could maybe survive in the jungle without them for some time, but you will be severely disadvantaged, and catch less antelope or water buffalo, living a miserable existence with your ribs sticking out. If you are reading this article, you are probably either an inexperienced, brand-new project manager who was promoted from lower-level staff, or a PM who has been struggling with operations. Don't worry, we will go over the four leadership skills you need in order to succeed in your role. We've all been there, where you might have staff that seem not to care about your project or are not heeding your directions, no matter how many times you tell them. We've all heard someone sarcastically mutter the phrase "you're the boss" after you correct them, and they happen to disagree with your approach. But, you know what? They are right. You are the boss. Tag along in this post and we'll make sure that you have the skills in place to be a top-notch project manager, one that your team is responsive towards and eager to work for. As seen above, in case you have any doubts, it is no longer a secret that project management leads to a high-performing organization. So, what project management skills do you need to possess as a PM? 1. Excellent interpersonal communication skills The first skill we need to discuss, which takes precedence above all else...
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### 4 Essential Steps of Project Portfolio Optimization
> Project Portfolio Optimization is all about doing things in a right way. Need to know more? You are in the right place at the right time.
- Published: 2016-07-12
- Modified: 2024-12-05
- URL: https://birdviewpsa.com/blog/4-essential-steps-of-project-portfolio-optimization/
- Categories: Professional Services, Project Management
“Portfolio management isn’t something you ‘do,’ it’s something you are. ” – Andy Jordan, President, Roffensian Consulting, Inc. Project portfolio optimization (PPO) is the combined implementation of a set of technologies (namely, online project management software) and methodologies to aid an organization in understanding its project budgets, and portfolio prioritization, and assist executives in determining which projects should be green-lit and which should be scrapped. But, why do you even need Project Portfolio Optimization for your company in the first place? If you are a large-scale organization, you are likely working on multiple projects at once, and projects can range from simply designing a new company logo to product development or modifying a product to meet shifts in customer preferences. Because this is all happening at once, a cleaner flow of organizational performance and enhanced efficiency, PPO project management, is necessary for planning, developing, executing, and reviewing the value of past, present, and future tasks. What is the end goal of your organization? To deliver products that your customers desire, and attract new clients to enlist the services or products you provide. BIRDVIEW PSA: PROJECT PORTFOLIO MANAGEMENT SOFTWARE aids your company in achieving these every step of the way. PPO is essentially the right way to do things the right way. That may sound kind of meta, but PPO is the practice of organizing and streamlining the way that your organization can achieve tasks that bring real operational results. For organizations that have limited budget resources, PPO is vital for ensuring that projects do...
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### 6 benefits of mentoring that CEOs should know and use to their advantage
> Here are 6 benefits of mentoring and coaching that every CEO should take into consideration regardless of his level of experience. Let's check them!
- Published: 2016-06-22
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/6-benefits-of-mentoring-that-ceos-should-know-and-use-to-their-advantage/
- Categories: Project Management
Picture this: You walk into work, you sit at your desk, make phone calls, send emails, land a massive account, and your boss loves you. The team throws you a party for being such a valuable asset to the company. There are pats on the back, high-fives, and ear-to-ear grins of appreciation for your achievement. There's cake too, and it's delicious, by the way. But, how did you know how to do a fantastic job? How did you know what to do? People are born with their innate talents, but those only go so far in the business world. In every company, an employee requires to develop skills pertinent to their role at work. These skills are taught and honed, and result in an employee that brings productivity and enthusiasm to the workplace. Mentoring your employees results in higher retention rates, more efficient job performance, and a greater sense of purpose at work. Through mentoring your workforce, you create a mutually beneficial relationship for your employees and your company as a whole. In a mentoring relationship, there are two parties, 1) the Mentor and 2) the Mentee. Effective mentoring produces benefits for both parties, not just the mentee. Using an experienced, senior member of your staff for mentoring junior employees is advantageous for every CEO. In order to be a successful, profitable business in the modern, rapidly changing market, as the CEO you require solutions to remain competitive and salient. The profitability of your company demands that you use the...
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### Authority delegation: The most important aspect that can highly impact on company's success
> One of the vital points that CEOs should take into account is authority delegation, since it impacts on company's success. Let's have a quick talk on it.
- Published: 2016-06-17
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/authority-delegation-the-most-important-aspect-that-can-highly-impact-on-companys-success/
- Categories: Project Management
If you are a manager or CEO, it is unrealistic for you to handle every affair of your department or company by yourself. Ask yourself, why do companies have employees? It is not because supervisory staff needs other people to show cute cat memes on their iPhones when they are bored in the office. Sharing cat memes with your subordinates can be an effective way to incorporate fun into your company culture, which increases retention, but doing so does not directly gain customers, clients, or profits. The definition of a successful company is profitability, and this is gained by two factors: 1) Development and 2) Increased Efficiency. It is vital to remember, as a supervisor, that these employees are your subordinates. They were hired for a reason, and they willingly work for you (unless you are using slaves, which you should stop doing IMMEDIATELY). Your subordinates are there to get the job done. Delegate, don't micromanage Delegation means that you take the authority to accomplish tasks, and hand it over to others (read: subordinates). It is not simply just telling your staff something similar to "Joe, you need to do this today," but it is empowering them to take on authority, and get the job done in a manner that benefits the company as a whole. Micromanaging is a waste of time and irritates your staff. Think of it like this absurd example, though, when you think about it, is a perfect example of micro-management:You are at a fast food...
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### The list of interpersonal skills for CEOs that can highly influence your company culture
> Interpersonal skills are at the heart of establishing a healthy company culture. Here are 6 interpersonal skills to make you the best CEO ever.
- Published: 2016-06-15
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/the-list-of-interpersonal-skills-for-ceos-that-can-highly-influence-your-company-culture/
- Categories: Project Management
Do you want to be an OK employer or a great employer? Known as "soft skills" (many are born with them rather than learned) interpersonal skills are at the foundation of establishing a healthy company culture. While company culture is still rather an abstract concept, it undoubtedly plays a vital role in whether your employees are going to be happy and excited every morning when they head to the office. At the very least, your staff should be satisfied with their positions, but when your company's culture reflects a workplace of pleasure and reward, the staff reflects the same in their work performance. Want your employees to start giving you high-fives whenever they see you walking down the hall? A standing ovation when you open your office doors? A cake with "Best CEO ever! " every Friday? Follow this list of 6 interpersonal skills to make certain that you are maintaining a positive and successful work environment. 1. The Spoken Word The spoken word begins as soon as an employee sits down for their first interview. As a CEO you, of course, want the ship to sail smoothly, while generating return in the process. How you speak to your employees has a profound impact on how they perceive you and the company as a whole. Clarity is especially important. By thinking deliberately before you speak, you will communicate to your staff that you are thoughtful and intelligent. If you rush your words or just say the first thing that comes...
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### The CEO's challenge: 7 principles for strategic decision making
> 7 principles for strategic decision making that CEOs can't ignore! Check them out and always make super successful decisions for your company.
- Published: 2016-06-08
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/the-ceos-challenge-7-principles-for-strategic-decision-making/
- Categories: Project Management
Strategic decision making is one of those abstract, yet insanely important aspects of the business that every CEO needs to take into account. The abstractness of the term comes from the fact that different leaders perceive strategic decisions differently, much like different businesses have different business strategies. By definition, strategic decision making is an ongoing process that involves crafting strategies to achieve goals and altering strategies based on reviewed outcomes. While we all agree that strategic decisions vary from business to business, there are a number of common terms, or you could say, effective methods to influence and improve the process. Among those, probably the most notable, positive boost to strategic decision making is experience. In his article published on entrepreneur. com Joel Trammel, CEO of Khorus shares his methods of how his company handles those processes and clearly mentions that all of those methods were shaped with the help of experience and trial and error. There is a saying that goes “Learn from the mistakes of others. You can never live long enough to make them all yourself”. This is by far the best thing that you can do as a smart CEO, who understands the risks and the weight of decisions that you take, and how they impact the future of your organization. Among other methods shared by Joel, probably the most important ones are: Don’t do it alone – you might think that carrying all the weight on your shoulders will make others more comfortable, but that’s a lie....
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### What are the main challenges that CEOs face with when recruiting employees?
> Here are what challenges CEOs face with today when recruiting employees and what steps to take to build trust and loyalty with new hires.
- Published: 2016-06-06
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/what-are-the-main-challenges-that-ceos-face-with-when-recruiting-employees/
- Categories: Project Management
Today, simplicity has gone out the window for CEOs In 2016, CEOs have a number of hurdles to leap over, in comparison with the system and practices of hiring new employees 15 or 20 years ago. From the challenges produced by the pesky mobile age to the work expectations of entitled Millennials, recruiting new staff is not as simple as it used to be. No longer can you simply post "Hey, job here, it pays $60k and you need a bachelor's? You will be doing stuff. " Not that anyone ever seriously advertised that (though, when you think about it... ) but the recruitment landscape of today is rife with greater challenges for CEOs than in the days of yesteryear. The wave of Millennials, our next collection of potential employees, have greater expectations of work conditions than the auto workers of Montreal of the 1950s. However, that is not the only challenge that a CEO and their HR department are facing today. To state it eloquently, things have changed. Let us go over the top challenges that your company is facing in the year 2016, and also how to accommodate the new slew of the Twitter/Facebook/Instagram generation. 1. Accommodating Flexibility Company culture has traditionally been dictated by the CEO and management staff. However, the younger generation that has graduated from college and seek work is expecting a work environment that is more flexible than previous settings. They desire a work environment that suits their aspirations and personal lives. Having been...
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### 5 Must-Have Skills for CEOs to Make a Company Grow Faster
> Want to speed up your company growth and outpace the competitors? We have brought together 5 must-have skills for CEOs to make a company grow faster.
- Published: 2016-05-27
- Modified: 2025-03-28
- URL: https://birdviewpsa.com/blog/5-must-have-skills-for-ceos-to-make-a-company-grow-faster/
- Categories: Project Management
So, you are the CEO of your own company. Congratulations, you made it! That’s it, right? Enjoy the cake and champagne, and gift bags for everyone! After the celebratory horns and whistles, go ahead and pat yourself on the back, and then take a restful snooze on your office couch. Sadly, that is not the case. This is not Hollywood; this is the real world. While being a CEO grants you a sense of achievement, and rightfully so, it also charges you with a never-ending task: growth. If your business is not growing then it is practically dying, on its deathbed, with flowers, wreaths, and friends and family in mourning. As the owner of a business, it is necessary to control every aspect of your company, whether directly or indirectly, in an effort to increase your customer base. Your competitors are working to grow their companies, so how can you outpace the other guys? Let us take a few minutes and go over the five skills a CEO requires to speed up the growth of the company. Adaptability At the forefront, adaptability is the greatest skill to harness in order to proliferate the customers of your product. Market trends change with the frequency of a child’s food and toy preferences. As the CEO of your company, it is up to you to ensure that you are flexible enough to keep up with market shifts and consumer preferences. Out of 412 global executives surveyed by Development Dimensions International, 32% believe that the...
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### 5 questions that you should contemplate before starting a project
> Want your projects always be highly successful? Here are 5 easy but highly important questions to contemplate before starting a project!
- Published: 2016-05-26
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/5-questions-that-are-needed-to-consider-the-organization-and-its-stakeholders/
- Categories: Project Management
In a lot of different scenarios, there are more people getting affected by the outcome of a successful or failed project, than just the project manager and his or her team. In some extreme cases, the whole organization's fate might actually depend on a single project, and it's crucial to consider every small detail to make sure everything proceeds smoothly. When we think about each project as something more than just another big task that needs to be completed and take a look from a broader perspective, it can help us understand where each next completed project fit in the overall picture of the company and its future opportunities for advancement. To make things clear, when we say stakeholder, we mean any individual, group, or organization, that may affect, be affected by, or perceive itself to be affected by a decision, activity, or outcome of a project. So here are the five questions that are needed to consider the organization and its stakeholders. 1. Who will be doing the work? When a new project arrives, it's important to look at its completion from a broader perspective than just providing the end deliverables and receiving money for that. Each project represents a certain amount of risk and opportunity for the company both in case of success and failure and, it's important to figure out the best way to nullify the risks right of the bat, while try and maximize the successful outcomes and taking advantage of any opportunities in the meantime....
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### 4 must-know tips on resource allocation for your marketing plan
> Ensure your marketing projects stay on track with these 4 must-know resource allocation tips.
- Published: 2016-04-25
- Modified: 2024-11-28
- URL: https://birdviewpsa.com/blog/4-must-know-tips-on-resource-allocation-for-your-marketing-plan/
- Categories: Marketing, Resource Management
Ensure your marketing projects stay on track with these 4 must-know resource allocation tips.
Does your team often feel overworked, juggling multiple projects while some tasks fall through the cracks? Poor resource allocation is a common culprit, leading to burnout, inefficiency, and missed opportunities. Even with detailed plans, unexpected challenges or new priorities can quickly throw things off balance. In this article, we’ll share four essential tips for mastering resource allocation in your marketing plan. From prioritizing projects to fostering better communication, these strategies will help you optimize resources and keep your team on track—even when the unexpected happens. "God, I have so much work to do! " "I can't help with the new project. I barely have enough time to do all the work for the other projects. "Tell me if those statements aren't common in your team. Oftentimes, especially when managing a number of different projects, the marketing team's resource allocation gets way too out of hand. The worst part is that on paper, everything is scheduled and planned neatly, which leads marketing project managers to think that they have enough time and recourses to undertake a few more projects. But in reality, it turns out that every single team member is somehow allocated more than 100% of their time, with the exception of this one guy who has almost no work to do. Wrong resource allocation leads to complexities in the workplace, as well as tons of missed opportunities that could otherwise be turned into tangible profit. The thing is that on paper, everything is usually planned based on the idea...
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### Being a marketer with a high level of extroversion is crucial! Why?
> Extroverts are better fit for energetic marketing sphere. Let's define why being a marketer with a high level of extroversion is vital!
- Published: 2016-04-18
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/being-a-marketer-with-a-high-level-of-extroversion-is-crucial-why/
- Categories: Project Management
In the theory of thebig five personality traits, extroversion is believed to describe one of the core traits that shape a human being. Extroversion (aka extraversion) in a person is often described as being full of life, highly social, insightful, positive, and open to change. All of these translate directly into having a high level of emotional intelligence (EQ), which can be a key factor when it comes to team communication inside any company. Similarly to IQ measuring the capabilities of our brain, EQ measures a person's abilities to stay emotionally stable in different situations, come up with actionable solutions in dire situations (handling crises without panic), and being able to identify any emotional discomfort in team members and help find solutions to those. Now all of these traits are awesome for a marketer and you might think that extroversion is the way to go when it comes to marketing. But extroverts can also be very annoying to say the least, depending on the team, circumstances, and atmosphere where they work. For example, imagine being in a room with a person who is always full of energy and never shuts up, not even for a minute. Doesn't sound very intriguing to me. Now imagine being with that same person in the same room for 8 hours every day, for a few years. Yeah, good luck with not going insane. The key characteristicNow all these traits of being an extrovert seem to be great for a marketer, despite the fact that...
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### How company culture can influence on employees working behavior
> Everything you need to know about the importance of company culture, how to develop it and how strong company culture impacts employee working behavior.
- Published: 2016-04-15
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/how-company-culture-can-influence-on-employees-working-behavior/
- Categories: Project Management, Resource Management
Company culture or organizational culture is described as the set of beliefs, norms, values, and individual personalities that represent the way an organization completes business-related activities. The set of “beliefs and values” is different for every company. Some cultures may welcome a casual attitude and an open, easy working atmosphere, while others may stick to the more classical, strict style of doing things. The “norms” refer to some kind of traditions or unspoken rules that the whole company follows. It can be anything from complete honesty to precise punctuality or something simpler like sharing food with your peers. This is the “we run things in the way we see fit here” concept and every new employee has no choice but to adapt. Whether that particular way of things suit the person, is another matter. What’s important to understand is that no culture is wrong or right, as long as it doesn’t hinder development or negatively impact on work quality. The thing is that different employees perform differently in different situations. Depending on the person, he or she might do absolutely great or fail miserably when it comes to working in a specific atmosphere. That being said, a company’s culture isn’t stationary: it keeps evolving with every new experience, every new personality (which is strong enough to influence it) and every new project. Moreover, managers and seniors should continuously strive to improve the culture for the better (and “the better” can be understood as “the way that will help get more...
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### Project management in healthcare: 4 tips on how to effectively handle it
> Project management in healthcare is exhaustively different from other management types. 4 effective tips on how to effectively handle it.
- Published: 2016-04-08
- Modified: 2024-10-11
- URL: https://birdviewpsa.com/blog/medical-management-4-tips-on-how-to-effectively-handle-it/
- Categories: Project Management
If there is one type of management that is exhaustively different from the others, that'll be medical management. The worst part is that it looks to be kinda the same: you have to coordinate your team, make sure the communication is there, take care of the paperwork, deliver quality service to clients, etc. projects within the healthcare industry. This field addresses the unique challenges and complexities of healthcare projects, aiming to improve processes, enhance patient care, and optimize resource utilization. Here are key aspects of project management in healthcare:Foster collaboration among healthcare professionals, administrators, clients, and support staff. Regulatory Compliance: Navigate and adhere to regulatory requirements and compliance standards specific to the healthcare industry. Ensure that projects align with healthcare regulations and quality standards. Risk Management: Identify and mitigate risks associated with healthcare projects, considering factors such as patient safety and data security. Develop contingency plans to address unforeseen challenges. Technology Integration: Implement and integrate healthcare information systems and technologies to enhance project efficiency. Ensure interoperability and data integrity within the healthcare IT landscape. Patient-Centric Approach: Prioritize projects that directly impact patient care and outcomes. Incorporate a patient-centric focus in project planning and execution. Resource Allocation: Efficiently allocate healthcare professionals, facilities, and equipment to optimize patient care. Manage resources to ensure timely project completion without compromising healthcare delivery. Change Management: Address and manage resistance to change, considering the impact of project implementations on healthcare workflows. Engage stakeholders in the change management process. Quality Improvement: Integrate quality improvement methodologies to enhance...
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### 5 things about Project Management in Healthcare Services that are important to know!
> Working on Projects Managing Healthcare Services can be stressful. Here are 5 things to consider for a smoother ride
- Published: 2016-04-07
- Modified: 2024-09-17
- URL: https://birdviewpsa.com/blog/5-things-about-health-services-management/
- Categories: Professional Services, Project Management
Project Management in Healthcare Services involves the systematic planning, execution, and oversight of projects within the healthcare sector. The complex and dynamic nature of healthcare requires effective project management to ensure the successful implementation of initiatives, from clinical process improvements to the deployment of new technologies. It encompasses various project types, including clinical process improvements, technology implementations, and research projects. Key aspects of Project Management in Healthcare include stakeholder engagement, regulatory compliance, risk management, and a focus on continuous improvement to enhance patient care, operational efficiency, and overall healthcare service delivery. Healthcare is one of the fastest-growing industries in the world. As the number of jobs in the industry rises, so does the need for health service managers. Economists predict that job growth for health service managers will be higher than the average of any other career by 2020. Health service managers are typically responsible for planning, coordinating, and directing the delivery of quality service to patients in hospitals, clinics, and any other healthcare-related organizations. This is the definition of healthcare service managers as proposed by a number of universities, but it's not as simple as it sounds. Incorporating technology in healthcare management is indispensable for improving operational efficiency, particularly with large teams and critical tasks. One essential tool that managed care organizations are adopting is EVV software for managed care organizations. This software streamlines processes by electronically verifying visits, reducing errors arising from manual documentation and ensuring compliance with Medicaid requirements. At a glance, it might seem that it's...
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### Key differences: Healthcare management vs Healthcare administration
> Healthcare industry is full of confusing terms. Check out the core differences between healthcare management and healthcare administration!
- Published: 2016-03-23
- Modified: 2025-02-19
- URL: https://birdviewpsa.com/blog/key-differences-healthcare-management-vs-healthcare-administration/
- Categories: Project Management
Healthcare management and healthcare administration are often used interchangeably, but they have distinct roles and responsibilities. This article breaks down the key differences between these two roles, explains where the confusion originates, and highlights the education and skills required for each. Understanding these distinctions is crucial for anyone pursuing a career in healthcare leadership. When you look closely at any industry, you'll realize that they come with their own confusing branch of the lexicon. This is especially true in the healthcare industry. For example, I'm sure you've all heard the terms "dentist" and "stomatologist", but do you know the difference between those two? I imagine that most of you use the terms interchangeably, but in reality, they are different. Both terms apply to the treatment inside a patient's mouth (oral medicine), but the dentist treats teeth and tooth-related health issues, while the stomatologist treats not only the teeth but also the whole mouth and mouth diseases. So technically, dentistry is a part of stomatology as a healthcare practice. The case is similar with healthcare administration and healthcare management. These two terms are often regarded as the same thing and used casually to replace one another in a conversation, which only adds more confusion. In fact, they are so similar that even Google confuses them. When you Google for "healthcare management" it suggests you a Wikipedia article about "healthcare administration": While the two terms have some overlapping scopes, they are very different at their core and require a different approaches, fields...
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### 4 tactics for your marketing department explaining how to handle workload
> Marketing is messy and getting messier. Here are 4 easy tactics for marketing managers on how to handle workload of marketing department!
- Published: 2016-02-29
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/4-tactics-to-help-your-marketing-department-handle-workload/
- Categories: Marketing, Project Management
WARNING Due to heavy amounts of workload, the light at the end of the tunnel is temporarily switched off. This is, more often than not, our reality. Workload has this unique, distinctive feature of getting piled up in a way that you fail to notice and suddenly, there is just so much to do you can't even begin doing it. This happens for various reasons. Unfortunately, marketing isn't like math where you have a strictly defined order of calculating the X. It's much messier. Still, the show must go on and it's important to finish everything on time. As the marketing manager, you probably have a lot to think about yourself, and managing other people's workload is somewhere at the bottom of your list. However, due to workloads' unique feature of getting stacked up like a swarm of bees on fields in April, you may want to consider bringing it to the top. It's pretty simple. If your team members are overloaded, they simply can't finish their tasks on time. Since most of the tasks are interdependent (one cannot be completed before another one is done) this will eventually lead to getting behind schedule with your campaigns. Later, that will transition into missed deadlines, and that in turn, will lead to a complete "Texas chainsaw massacre" in terms of deliverables. This might sound a bit too far-fetched, but this can be the one thing hurting your department from the inside and you might not even be aware of this. Why?...
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### The impact of planning on project success and how to define success
> Planning is the cornerstone of any project! Let's contemplate these useful tips that will help any project manager succeed in project planning.
- Published: 2016-02-22
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/the-impact-of-planning-on-project-success/
- Categories: Project Management
"The project was a success! " This is the dream quote for every PM. So much time, effort, energy, and resources are invested into zillions of projects every year, and yet the "dream quote" is rarely uttered. In fact, the statistics are rather disturbing. 2015 reports show that: 70% of companies had at least 1 failed project during the year On average, companies lose $109M for every $1B invested in projects. That's a monstrous 11% of a truckload of cash poured into nothingness The average project success rate was 39% (defined: delivered on time and with required features) This doesn't look very inspiring. And there is this other thing: what exactly is the definition of project success? Is it like we are happy with our job? Does it mean the client is happy? Or both? What about shareholders? Are they happy as well? In the above report, success is measured by providing the deliverables on time and having the required features. That seems incomplete though. There should be more to it. Each PM has an example where project goals were not even near to getting met, yet the client was highly satisfied. The exact opposite example is also true: All the project goals were met, but the client was rather unhappy, to say the least. So before we go on, let's first answer the question: How to define project success? To define project success, we will need to take into account a few things: Project efficiency (the goals are met)...
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### The top 3 marketing challenges for marketing managers (and what to do about them)
> Are you a marketing manager? Are you looking for new ways to solve marketing challenges you face? Let's define few tips how to solve them.
- Published: 2016-02-01
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/the-top-3-marketing-challenges-for-marketing-managers-and-what-to-do-about-them/
- Categories: Marketing
"A smooth sea never made a skillful sailor"Challenges are what drive most people to do certain things in their life to make them meaningful: Athletes climbing the highest mountains in the world, organizations building spaceships that can explore our galaxy, sportsmen striving to become the champion in their field and those are just a few examples. The satisfaction of successfully overcoming a challenge is hard to describe with words and can be compared to very few other things. Just like others, marketing managers have their own challenges they face, which may seem to be smaller compared to the above-mentioned examples, but hey, you and I know that it's not true. Marketers fight for their consumers every day, striving to deliver them value with everything they do, and just because it isn't on the news channel, doesn't mean it's easy or not worth the time and effort. Here are the top 3 challenges that marketers face today and a few tips on how to proceed with those. Identifying the right target groupThis is one of the fundamental things that every marketer has to be perfect. And yes, it's really hard. To really understand what your consumers need, you have to know so much about their lifestyle, habits, preferences, needs, wants, etc. You need to practically become one of them. While we haven't yet mastered the art of transforming into somebody else at will (sadly:/), there are a few things that you can do. Talk to consumers When a client refers to...
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### Change management: introducing DICE framework
> Find out the main four factors that influence change management! Read the blog to find them out. Achieve the desired goals and overcome all the difficulties
- Published: 2016-01-15
- Modified: 2024-11-28
- URL: https://birdviewpsa.com/blog/change-management-introducing-dice-framework/
- Categories: Project Management
Project managers sometimes pay more attention to factors such as leadership, communication, and employee motivation rather than factors like effort, project duration, employee and manager commitment, and integrity. Change management is not an easy task, but everyone can achieve the desired goals with the right tools. The DICE framework provides a structured approach to improve the odds of success by focusing on Duration, Integrity, Commitment, and Effort. This article explores how project managers can use the DICE framework to evaluate and enhance their change initiatives, ensuring better outcomes and stronger team alignment. DICE is an acronym for duration, integrity, commitment, and effort. Not surprisingly, a management consulting firm once decided to create this framework to assist project managers in implementing change. The DICE framework was invented in the mid-1990s and is still used by many project managers. As I said above, change management is hard, and as John Kotter, a famous author and change management guru, said in his book Leading Change, 70% of change fails. This is rather depressing, right? Could we assume that we long for a change but hardly achieve it? Well, it depends on various factors. For example, there may be people who resist change, others may not be as enthusiastic about making the change as you are, your team may lack enough commitment, or they may not know how to make changes happen. In most cases, changes fail because project managers concentrate on factors like employee motivation rather than employee commitment and effort or concentrate...
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### 3 Funny project team-building exercises for your team members
> Check these 3 funny problem-solving and project team-building activities to improve communication, hitting deadlines, and much more.
- Published: 2016-01-14
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/3-funny-team-building-exercises-for-your-team-members/
- Categories: Project Management
Teamwork is about a lot of things helping each other with stuff, working towards deadlines, and communicating but it's also aboutfun. They say a brilliant idea isn't worth much unless it's executed perfectly. The same can be said for a project. You may be the best project manager, but without good project team members who can work smoothly with each other, there is little you can do. Team Building Activities for Project ManagementIf you want to achieve good results, you will need to invest some time into building your project team and improving them not on the individual level, butas one combined unit. You know how the saying goes "If it's not fun, it's not worth" (well, technically there is no such saying, I came with up it while writing this article :D), but you get the point make your team feel at home while at the workplace and you will notice the difference. There are a number of fun team-building exercises that you can do with your project team, depending on which aspect you want to emphasize and improve communication, hitting deadlines, eliminating stereotypes, and so on. It's important to make these exercises serve a specific purpose and not just waste time because people feel obliged to do them. Make sure you plan everything with a certain goal in mind: improving any teamwork aspects, having a common goal, and working towards it, or it could be just for fun. In any case, everybody needs to know the purpose behind...
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### 5 steps of project risk management
> Here are 5 steps for project risk management to defend against incoming harm! Check them out, manage effectively and keep them safe!
- Published: 2016-01-11
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/5-steps-of-project-risk-management/
- Categories: Project Management
Strangers from distant lands, friends, we have gathered here to answer the threat of risks. “Life is more risk management, rather than exclusion of risks” – Walter Wriston I will tell you why I love this quote. The very definition of risk tells us that you may be in a situation involving potential exposure to danger, harm, or loss. How often do you find yourself in such situations? The best answer is “more often than not”. What I mean is that nobody is safe from potential risks in life. If you’re managing a project, those chances are even higher. Every smart project plan should include a section on resource risk management mandatorily. But the problem is you can’t perfectly plan for every possible outcome there might be. Project risk management isn’t only about preventing disaster. Risks can also have unexpectedly great outcomes. They say “if you don’t risk anything, you risk everything” – this means that you need to take risks every once in a while to achieve success, but the difference is in the knowledge of those risks, the ones you take voluntarily and the ones that hide in the dark, waiting to strike when you are least prepared. Being on the lookout for potential risks, and having extraordinary skills in estimation and project planning are very good, but you also need to understand that you are never safe. You need to be prepared to fight back whenever your project is exposed to harm. Here are the 5 steps of...
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### Useful and simple ideas for Project Management to motivate their team
> It's time to talk about team building! These useful tips for team motivation can help you as a Project Manager in any field!
- Published: 2015-12-28
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/useful-and-simple-ideas-for-project-managers-to-motivate-their-team/
- Categories: Project Management
If you want to be one of those charismatic leaders who inspire and motivate their people and make them follow the same objectives as they themselves are following, you can certainly become one. Leaving apart the organizational skills that a project manager should possess, he/she certainly needs some more skills and abilities to be able to motivate their team. Some of those skills can be: Good communication skills High self-awareness and self-control Emotional intelligence Readiness to change Problem – solving skills Conflict resolution skills Honesty and straightforwardness These skills may be developed through hard work and experience. As for now, you can use several useful ideas for team motivation. Prepare free breakfast for your team Once or even twice a month, you can make a surprise breakfast party for your team. Plan whatever you are going to cook, and purchase the necessary ingredients beforehand to save time. You can involve as many employees in the breakfast-making process as you can. Such initiatives usually encourage conversation within the team. People come to learn new stuff about one another. Besides, if you are doing a complex project that requires tons of concentration and effort, then such surprise breakfasts will surely diffuse tension and help regain strength to continue the work. If, however, you think you are not good at cooking, you can encourage others to do so. For example, you can organize cooking and/or eating competitions. Several people may improvise by making the breakfast, while others may taste it and tell who...
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### Project management strengths and limits: how far is too far
> Let’s involve some logic and statistics and define the strong sides of project management
- Published: 2015-11-27
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/project-management-strengths-and-limits-how-far-is-too-far/
- Categories: Project Management
When thinking about project management as a whole, the concept can be both a faithful friend and a dreadful enemy. It can help your company grow fast when implemented correctly, or it can destroy you in a matter of a few projects. It’s all a matter of how you look at things. To get your project and company from where you are to where you want to be, you need to find the right balance of things. You need to utilize all the strengths of project management while making sure you don’t push over the limits. Project management strengthsLet’s use logic and statistics to definethe strong sides of project management tools. What does it take to run a successful project? The right set looks like this: Effective communication – an average of 75% of projects met their original goals on time and within budget with the help of effective communication. Birdview's collaboration tools, such asinstant messaging, project updates, and shared dashboards, enable seamless team communication, ensuring everyone is on the same page. Frequent communication - teams that practice relevant, frequent communication achieve an average of 82% project success. In contrast, 57% of teams that communicate poorly fail their projects. Detailed planning - Communication can really make a difference only when it leads to something relevant. With a detailed plan at hand, frequent communication makes all the more sense since you can align everything with your current plan and goals. Also, figures indicate that 39% of projects fail due to inefficient...
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### 5 client management skills that every project manager needs
> Communication is really the core driver of success. The more you communicate with your clients, the better relationships you will have.
- Published: 2015-11-26
- Modified: 2025-02-10
- URL: https://birdviewpsa.com/blog/5-client-management-skills-that-every-project-manager-needs-to-have/
- Categories: Professional Services, Project Management
There comes a time in each project manager’s life when he/she needs to face a meeting with a client. Clients are the most important thing for pretty much every business and satisfied clients are the ones that ensure your business growth. The tricky part is that not every client is easy to get along with. In fact, most of them are pretty annoying, to say the least. Nevertheless, meetings are inevitable and every project manager needs to know how to handle them. Here are 5 skills that you need to command on the master level to get through the client meetings just fine. Patience Some clients don’t understand how and what you do very well, but they still want to (which is the bad part). Patience is the number one skill that you need to master for client management. You will probably need to explain everything in detail more than once (3 or 4 times usually is enough to pull the trick) and try a slightly different approach each time. If you are having a hard time being patient with clients, try to imagine them as a newcomer to your team that has absolutely no knowledge of the job, but is eager to learn. Explain everything in detail and address any questions that will arise. Once the client becomes a part of your team, it’s going to become much easier to work together. If this doesn’t work, there is something else that will. Your client pays the bills. The client is...
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### Before the Project Starts Part 2: Project Assumptions
> Here is the second great blog post about project assumptions. Find out how to define and formulate. Hope, this will help you to identify project risks.
- Published: 2015-11-24
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/before-the-project-starts-part-2-project-assumptions/
- Categories: Project Management
In the previous article, I suggested that one of the key responsibilities of a project manager is to eliminate uncertainties. The first step to achieve that is toformulate project objectives and expected results, and also to collect and analyse project deliverables. The next step is to define project assumptions. The project usually begins with an idea of a future product or deliverable. A lot of questions and hypotheses arise as this idea is being discussed - those issues should be tracked as the project goes on. PMBOK gives the following definition: Project assumptionis afactor in planning process that is considered to be true, real or certain often without any proof or demonstration. The definition doesn't seem clear enough to me. I took a different one from one of the articles I've read: Project assumption is afactor that iscrucialto achieving project objectives and which cannot be influenced by the executive team. This definition is by far more accurate, so I'll be using it. When defining project assumptions, the following algorithm can be used: Study project objectives and formulate hypotheses crucial to achieving those; Study project deliverables and formulate hypotheses crucial to achieving those on time and on budget; If by the time the discussion begins the requirements have already been defined, then study the requirements and formulate hypotheses crucial to achieving them. When the hypotheses list has already been compiled, see if the project team can verify the hypothesis. If a hypothesis can only be verified during project execution, and the...
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### How weather affects productivity (you can always blame the bad days on the weather)
> Weather and productivity linkage has been researched a lot by different studies.
- Published: 2015-10-22
- Modified: 2025-01-30
- URL: https://birdviewpsa.com/blog/how-weather-affects-productivity-you-can-always-blame-the-bad-days-on-the-weather/
- Categories: Project Management
Ever found yourself struggling to get out of bed on a cold, rainy morning? Weather plays a significant role in workplace productivity, influencing everything from motivation to work habits. While sunny days lift spirits, they also introduce distractions. This article explores the connection between weather and productivity, backed by research and real-life examples. It’s raining outside. The raindrops keep hitting window glass like tiny stones making an unusually comforting noise while the wind is roaring, trying to burst through and surround you. It's 7 A. M. already, but still so dark, you feel like the night is never going to end. In the back of your mind you know that you have to get up and get ready for work, but don’t want to leave the coziness of your bed. It’s so warm and comfortable that the mere thought of pushing your blanket away drives the cold into your body. You tuck the blanket tighter around yourself, thinking that it would be fine to be late for work today, just a little bit... and drift away for a few more minutes of sleep enveloped in the warmth of your blanket... Sounds familiar? That’s right. This is what most people feel like on rainy, cold days (including me) and their willingness to get up and go to work goes down a lot. Even after you do get up and leave for work, the grim, dark, cold weather doesn’t allow your body to fully awaken and by no means lightens your mood,...
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### Best Practices of Gantt Charts in Project Management
> Use gantt charts in management as a project manager. All the project manager are completely in love with the Gantt charts. Here are the best practices!
- Published: 2015-10-19
- Modified: 2024-10-09
- URL: https://birdviewpsa.com/blog/best-practices-of-gantt-charts-in-your-management/
- Categories: Project Management
As a project manager, I started using Gantt charts quite recently. What surprised me a lot was that my colleagues are completely in love with the Gantt charts Hence, I thought I could ask them to provide me with some best practice examples regarding Gantt charts in project management. As a result, I got a bunch of tips and how-to tricks from several experienced project managers. Start date, end date, duration: Track it all The best way to track an ongoing project is using a Gantt chart. One important advantage of these charts is that the project plan remains on one page. All team members can easily track the progress of each task. The chart shows: When each task starts When each task ends How long every single task will last Tracking project deadlines is crucial. Moreover, a special task progress bar will show you performance rates in percentages. This will make it easier to calculate whether you will be able to meet the deadlines or not. On the other hand, from an employee perspective, a Gantt chart is a perfect way to, let's say, escape reporting (most employees hate reporting). The chart itself will do the work for you. Hence, employees will get freed from long task descriptions, excessive paperwork and/or excel sheets illustrating the work done. The color trickTask colors in Gantt charts make the tasks easily understandable for all the employees. Your selection of colors may be based on research in Color Psychology. As means of nonverbal...
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### Tips how to effectively handle miscommunication inside your team
> Do you have miscommunication inside your team? How to find a solution? Good communication is the first essential thing needed for project success.
- Published: 2015-10-16
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/tips-how-to-effectively-handle-miscommunication-inside-your-team/
- Categories: Project Management
When you’ve been a project manager for quite some time, you’re bound to have encountered some problems (whether small, medium, big, or devastating) regarding communication inside your team. Good communication is the first essential thing needed for project success alongside discipline and responsibility. While discipline and responsibility can be seen as individual characteristics, communication is more of a group effort rather than an individual. There can be a lot of reasons for this: From a psychological point of view some people are more extroverted than others, so they tend to value communication more. Others are more introverted and need to put some effort into communicating with others. This can lead introverted people to think that there is no reason to communicate every small detail/issue with their teammates, which can be fatal more often than not if this happens regularly. The vision of the project is very important. Sometimes miscommunication happens simply because people aren’t on the same page with you in terms of vision, so they can render some facts and details irrelevant, which may lead to numerous problems afterward. Lack of transparency is another common reason. Some companies implement the approach where team members aren’t aware of what the others are doing, (maybe for some project security reasons or in an attempt to eliminate distraction or something else) without realizing what atmosphere this can create inside the team. When there is too much secrecy inside a team, invisible tension walls begin to appear, which tends to shape a “box”...
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### 5 tips workplace communication effectiveness can increase productivity
> Effective communication in the workplace increases the employee morale, retention rate and the therefore overall productivity of the working environment
- Published: 2015-10-08
- Modified: 2025-04-14
- URL: https://birdviewpsa.com/blog/5-ways-workplace-communication-effectiveness-can-increase-productivity/
- Categories: Project Management
Have you ever wondered why almost all job listings in any field require good communication skills? Effective communication is crucial, as without it companies will not be able to succeed and may even cease to function.
Why do almost all job listings emphasize good communication skills? Because effective communication is essential for a company's success. Poor communication can hurt workplace productivity, lead to incomplete tasks, and derail goals. On the flip side, strong communication boosts employee morale, retention, and overall productivity. Here are five tips to improve workplace communication and drive your company's success. 1. Less misunderstanding When the information is not transferred correctly to the right people, there might be some miscommunication and misunderstanding which can be a reason for the downfall of companies. When there is a lack of effective communication in the workplace, confusion is always present. Some employees believe managers said one thing, while others think they said something completely different. In this case, how can everyone work towards the same goal and increase productivity? Miscommunication can also lead to corporate unsafety; for example, people can easily fall into email fraud while emailing. (Here, training employees to set up DMARC records properly becomes important. ) It's important to have a good communication system so that everyone understands what the goals are and can work towards them together. For example, if you create a new Facebook promotion strategy for your company, you should clearly communicate new tasks and goals with your employees. If they don't have a clear understanding of what they should exactly do, such as posting, liking, sharing, and so on, then your strategy will probably end up in a mess. Real-life example: Erica Jeung, client services manager at Petroleum Field...
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### 5 Advantages of Gantt Charts for Marketing Department
> Only 64 percent of projects meet their goals. Gantt charts may be a good idea from the viewpoint of mind-mapping and progress-tracking...
- Published: 2015-10-06
- Modified: 2025-03-10
- URL: https://birdviewpsa.com/blog/5-advantages-of-gantt-charts-for-your-marketing-department/
- Categories: Marketing, Project Management
Your marketing department is probably one of the busiest in the company. A single marketing department may handle several projects regarding strategies like: Door to door marketing Business to business marketing Digital marketing Email marketing Content marketing Event marketing Online/offline marketing Outbound/Inbound marketing Mobile marketing Social media marketing Research shows that 97% of companies strongly believe that project management is crucial for business performance and organizational success. If you are in those 97 percent, then you may need some kind of a tool for project management. Gantt charts for the marketing department may be a good idea from the viewpoint of mind-mapping and progress-tracking. It's interesting to note that only 64 percent of projects meet their goals. The most common causes of project failure involve changing priorities within organization, non-accurate requirements, altering project objectives, failing to define risks and/or opportunities, etc. As you can see, projects fail also because of undefined risks, although 64 percent of organizations say they conduct risk management frequently. If used accurately, Gantt charts can help predict risks especially regarding the deadlines and, accordingly, the milestones set. Hence, a Gantt chart may be a strong project management tool for your marketing department. Following are several brief facts about Gantt charts in general (for those who are not yet familiar with this tool) A Gantt chart shows what tasks need to be completed and when You enter a task on the left bar, then mark a start date and duration and the software defines the finish date...
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### 9 Advantages of Online Project & Task Management Software
> If you're an agency managing projects and tasks across multiple tools and relying on human memory, you need project management software
- Published: 2015-10-01
- Modified: 2024-10-22
- URL: https://birdviewpsa.com/blog/9-advantages-of-task-tracking-software-that-can-t-be-ignored/
- Categories: Project Management
If you are a marketing agency and your project and task management rely on multiple online applications, whiteboards, notes, and human memory, think again. Ever faced the problem of inefficient or faulty task execution resulting in double the work and missed deadlines? Maybe employees forget to note minor, yet important changes, which leads to unpleasant consequences. A lack of efficient task tracking can lead to much more than this. A study conducted by the University of Hamburg revealed that the focus of our mind drops from minutes to seconds when we are on the web. The human ability to pay attention is about eight seconds as of 2015, down from 12 in 2000 as portrayed in statistics by The Associated Press. Eight seconds is about the same amount of time it took me to type this sentence right now. That's the reality at your workplace. The internet has trained our minds to shift attention from one thing to another lightning-fast - mainly irrelevant stuff on social media. As the workloads continue to increase day after day, it's becoming impossible to memorize more than three tasks at a time, which eventually results in reduced productivity at your agency. If you still need more proof, here is a list of nine benefits that project management solutions will bring to your agency. Benefits of using project and task management software for project efficiency 1. Manage your projects and tasks in one place Project and Task Tracking Software allows you to integrate and manage...
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### Should you hold a project kick-off meeting?
> A kick-off meeting should set clear goals and create conditions for your team to feel dedicated. It also defines the number of problems you'll face - if you decide to pass on it, or hold it in an amateur way. What are the issues to raise during the first meeting? Here's what makes sense to discuss.
- Published: 2015-09-29
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/should-you-hold-a-project-kick-off-meeting/
- Categories: Project Management
The success of a rocket flight is majorly dependent on its launch. The same is true about a project - a kick-off meeting has a great influence on the outcome. I've heard of projects where the project manager never organized a meeting and the project team only received project details via email. If you were in their place, you'd probably be pretty confused. You would ask all sorts of questions like Who is this person assigning the tasks to me? What's this project I'm assigned to all about? You can easily guess how the team treated those projects and whether they were completed on time. If you're still not sure: With complete disregard. Let's say you have a project that has been going on for months, but you, the project manager are the only person who knows anything about which products are expected to be delivered. This is a case where it's pretty obvious why that first meeting needs to be held. A kick-off meeting predetermines the clarity of the goals you set and the dedication of your team. Indirectly, it also defines the number of problems you'll face - if you decide not to hold it, or hold it in an unprofessional way. What are the issues to raise during the first meeting? Here's a list of things I usually like to discuss: Project goals expected results Getting the members of the projects to know each other Lessons learned from similar projects Project risks Naturally, you can put more...
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### 8 Best Twitter Accounts for Productivity
> Many great people manage to stay productive through the whole year, and remain disenchanted by warm breezes and margaritas unlike the rest of us. We would be quite stupid to ignore their advice at a time when we aspire to be just like them: Productive.
- Published: 2015-09-25
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/8-best-twitter-accounts-for-productivity/
- Categories: Project Management
As August comes to an end, it's time to start a new one, with batteries charged and determination written all over our faces! Many great people manage to stay productive through the whole year and remain disenchanted by warm breezes and margaritas, unlike the rest of us. We would be quite stupid to ignore their advice at a time when we aspire to be just like them: Productive. Here is a list of people who are experts at being productive and inspire me daily: Lolly Daskal Lolly is the ultimate goddess of productivity. If you look at her Twitter account, you'll instantly know she actually does what she's selling - she's tweeting a lot, but each and every tweet is loaded with value. She gives real advice on how to change your habits, on leadership, and on making every day count. That one million follower speaks for itself! Michael HyattThe motto on Michael's page says "Michael Hyatt, your virtual mentor. Win at work, succeed at life". Isn't that exactly what we all want - a mentor, who sets his own example on how to shape your character, be successful in business, and preserve and develop your personality? His topics include leadership, business culture, work-life balance, and many more. Sharing his articles is always a pleasure. Inc. com This is not exactly a person, but it's a collective mind treasure on all things business. You will hardly find a source that provides such consistent value on leadership, business relations, becoming successful,...
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### How to prioritize your tasks priorities when everything is a priority?
> Every day you have to prioritize your tasks. These 3 steps will help you to figure out which task is more important.
- Published: 2015-09-22
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/how-to-prioritize-your-priorities-when-everything-is-a-priority/
- Categories: Project Management
A typical day. You walk into the office and in a matter of seconds, a truckload of tasks come flying at you from every direction, each one screaming "I NEED TO BE DONE RIGHT NOW! " In just five minutes, your head already feels overwhelmed with all the stress and inability to make out which of those tasks needs to be done right now, and what can be postponed for some later time. It's not even about the inability as much as not having enough time to stop and think about things. You are the one responsible for the project's health, so you need to make decisions - and they better be the right ones. So how can you do this with a minimum amount of stress, while ensuring you make the right decisions? The answer is... well, you don't :) Here is why. First, it's impossible, second, it's pointless. The definition of the word priority is "something that is regarded as more important than all others". This means you can't even have multiple priorities in the first place. And even if you do, those aren't going to be finished anytime soon. Some small issues will continuously arise as you move on because nothing goes 100 percent smoothly, ever. So at the end of the day, none of it will make a difference. You will just end up with the same load of stuff, just in a slightly different way. What you CAN do though, is make sure (or...
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### How to ask your boss for more resources (the right way) (Video)
> Here is another great video about asking your boss for more resources. Learn more tips about how to ask and not to fail. Isn't it great?
- Published: 2015-09-16
- Modified: 2023-10-23
- URL: https://birdviewpsa.com/blog/how-to-ask-your-boss-for-more-resources-the-right-way-video/
- Categories: Resource Management
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### Inside Out in the Office: A Closer Look at Anger
> Over the weekend I went to see the Disney-Pixar film, Inside Out, and I have to say that it was fantastic. The film is about how a child’s psyche ...
- Published: 2015-07-08
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/inside-out-in-the-office-a-closer-look-at-anger/
- Categories: Project Management
Over the weekend I went to see the Disney-Pixar film, Inside Out, and I have to say that it was fantastic. The film is about how a child's psyche changes when she moves from Minnesota where she grew up to San Francisco. The adventure the audience is taken on is one that goes on inside her mind, enacted by her main emotions: Joy, Sadness, Fear, Disgust, and Anger. It got me thinking about emotions and human psychology quite a bit. In the film, it showed that the child had absolutely no control over her emotions and that they had full control over her. Flash to her mother's mind and you see bespectacled, mature emotions saying and feeling rational things. As we mature, we grow to learn that we have some degree of control over our emotions, but when you're in a management position, there tends to be one dominating emotion. Can you guess which one? Anger. He's even wearing a shirt and tie. Go figure. So what happens to us when we get angry? Any sense of reason or rationality goes out the window and the back of our brain takes over. Angry people are three times for likely to suffer from a heart attack. Here are 5 ways you can protect your health and your career when it comes to managing anger: Get Moving! You obviously have a lot of stored-up energy that needs to be released. Get out and get moving and you'll find that after your workout,...
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### Kanban Project Management. Project Management Methodology
> Learn about Kanban project management methodology, Kanban cards, and Kanban boards. The methodology is based on visualizing work
- Published: 2015-06-05
- Modified: 2024-07-03
- URL: https://birdviewpsa.com/blog/project-management-methodology-kanban/
- Categories: Project Management
Do you know what Toyota and Project Management have in common? Kanban! Learn how they are connected and why you shouldn't miss Kanban whatever your department is:
Kanban Project Management is a project management methodology that originated from the manufacturing sector but has been widely adopted in various industries, including software development and project management. The methodology is based on visualizing work, limiting work in progress, and maximizing flow to efficiently manage tasks and projects. History of Kanban “It is not the strongest of the species that survives, nor the most intelligent, but rather the one most adaptable to change. ” - Leon C. Megginson. The name 'Kanban' originates from Japanese (pronounced as “kanban”; totally mispronounced by the Western world) and translates roughly as "signboard" or "billboard" (as I provide examples of Kanban boards, you’ll see why). Kanban first appeared as a system of labeling parts used on assembly lines in production at a Toyota factory and goes side-by-side with such concepts as “just-in-time delivery” and “lean manufacturing” that all come from the Toyota Production System (TPS). The Toyota Production System (TPS) goes like this: The Essence of Kanban The Toyota Production System presupposes using the resources in the most efficient way, thus saving the resources that would otherwise become muda - “waste” or “uselessness” in Japanese. This idea is kinda close to the concept of 80/20 - not everything we do provides value, and we should focus exactly on those things that do. Sounds awesome, but how can it be applied to, say, software development or marketing? That’s a reasonable question; it actually can, and it works quite successfully. Let's explore the fundamentals of Kanban Project...
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### Easy Projects Update: Health Indicator
> We’ve recently added some options to how Easy Projects calculates project health
- Published: 2015-05-11
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/easy-projects-update-health-indicator/
- Categories: Product News
We’ve recently added some options to how Easy Projects calculates project health. In the Activity Center, the Health Indicator is a great way to tell whether or not your project or activity is in trouble. By default, health is calculated using two formulas, Schedule Performance Index (SPI) and Cost Performance Index (CPI). The formulas are as follows: CPI = ((Progress / 100) * Estimated Hours) / Actual Hours SPI = (Progress / 100) / (Current Date - Start Date / End Date - Start Date) In the past, you needed both CPI and SPI to calculate project or activity health. But not all companies log time or use estimated hours. To solve their needs, we’ve recently included the option to use one of the formulas, if the other is not available. So if you don’t use Estimated Hours, for example, you can still calculate project health by using the SPI formula, which only needs Progress Percentage and Start and End Dates. To enable this option, you need to go to open the Settings menu and then go to General Settings. From there, go to the Advanced Settings tab and enable the option “Allow calculating SPI or CPI individually (if one is unavailable). ” Now you’ll be able to leverage the Health Indicator to your advantage, even if you don’t track hours. If you have any questions, please let us know!
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### Who are Guest Users and what can they do?
> Sometimes, in addition to your direct team, you also have customers, vendors or other stakeholders who need to collaborate on your project...
- Published: 2015-04-01
- Modified: 2023-07-14
- URL: https://birdviewpsa.com/blog/guest-users/
- Categories: Project Management
- Tags: approval, clients, guest users, portal, vendors
Sometimes, in addition to your direct team, you also have customers, vendors, or other stakeholders who need to collaborate on your project. Guest Users is the best option for this. Here is why: They're free! They work through Guest Portal, which has next to no learning curve. Your sensitive data is protected since they only have access to the projects and tasks they've been assigned to. Once you assign a Guest User to an activity (task) in a project, here is what he or she can do: View overall Project Progress; Submit new Requests and Issues; Track Status of such Requests or Issues; View and Update Tasks that you assign them; Upload and Download Files; Collaborate via Message Board; Use Custom Forms. Guest Users cannot track time, create new tasks or access any activities that were not specifically assigned to them. Here are some possible scenarios for using the power of Guest Users: Work results review and approval by Clients; Submission of change requests; Reporting of issues/bugs; Submission of new project requests; Project status monitoring. And much more... For example, you can greatly reduce turn-around time and eliminate micromanagement if you let your customers submit new work requests through Guest Portal. Such requests can be automatically assigned to the appropriate team member and will show up on their "My Assignments" page or routed to a Manager for a triage. Guest Users can help you drastically reduce or eliminate telephone calls/emails, lengthy status meetings, or phone conferences. By providing your customers...
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### 7 habits of highly successful Project Managers
> Take a deeper psychological look into the minds of those who can be categorized as successful project managers to find out what they do differently from others.
- Published: 2015-02-26
- Modified: 2025-01-13
- URL: https://birdviewpsa.com/blog/7-habits-highly-successful-project-managers/
- Categories: Project Management
There are a lot of project managers in the world. There are also a lot of accidental project managers out there. The truth of the matter is that most projects fail. According to the Gallup Business Review, the United States alone loses up to 150 billion dollars a year on failedIT projects. So, what differentiates the winners from the losers? We decided to take a deeper psychological look into the minds of those who can be categorized as successful project managers to find out what they do differently from others and if their habits can be adapted. The Myers-Briggs personality test is a psychometric test that was designed to understand how people perceive the world and make decisions. It’s become a staple in the study of human psychology. One of the aspects that the test observes is the potential career paths of each personality type. Why most projects failMost successful project managers tend to fall into one particular personality type – the ISTJ. ISTJ stands for introversion, sensing, thinking, and judgment. These four elements are a part of the MBTI ( Myers-Briggs Type Indicator) as the key standout traits of successful project managers. Usingproject management softwarecan help track project progress and ensure that deadlines are met, while also enabling better collaboration and transparency among team members. This reduces the likelihood of miscommunication and keeps everyone aligned on goals. Enter the ISTJ Personality Here’s what ISTJs do to perform well as Project Managers: Do everything to achieve a goal after committing...
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### Project Management 101: What is a PMO?
> PMO a few times already and have no idea what it is. In your mind, it's like the Illuminati of project management...Which is sort of ...
- Published: 2015-02-19
- Modified: 2023-09-11
- URL: https://birdviewpsa.com/blog/project-management-101-pmo/
- Categories: Project Management
If you're just getting into project management, you've probably come across the acronym, PMO a few times already and have no idea what it is. In your mind, it's like the Illuminati of project management... Which is sort of true. Photo Credit: prince2msp. com There is this project management joke: “Any task, no matter how complex, can be estimated accurately, once it's completed. ” In order to avoid this scenario, a company introduces a PMO. According to Oracle, up to 19% of the projects fail and up to 46% of them run with difficulties of all sorts, starting from choosing the wrong methodology to inexpert resource allocation. If the number of projects is rapidly growing or is initially big enough, they can quickly go out of control without proper centralization. That’s when senior management of a company introduces a PMO as a way of “supporting” the project portfolio to ensure the organization is as safe from failure as possible. What exactly is a PMO and what are its main responsibilities? The important thing to understand about a PMO is that it basically controls the portfolios of all company projects. A PMO is a group of people (or a whole department) that is responsible for centralizing all the projects of a business/agency/enterprise and for collecting and coordinating all the related information helping to define the most effective strategy for the organization. A PMO defines the best project management methods, policies, and processes, and ensures the...
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### 12 Project Management Hacks
> 12 project management hacks for the accidental project manager.
- Published: 2015-01-14
- Modified: 2023-07-14
- URL: https://birdviewpsa.com/blog/12-project-management-hacks/
- Categories: Project Management
Project Management can be pretty challenging and we all know it. As I was reading through tons of how-to articles, life-hacks, and interviews with innocent accidental project managers (who woke up one day to find a giant project on their desk), I realized it's really the same advice all around the block. To come up with some original stuff, I spoke to my colleagues and applied my own experience to compile a list of basic project management hacks. By failing to prepare, you are preparing to fail - this is a great quote I came across, and it pretty much sums up how any project should begin. This presupposes collecting as much info as possible, putting down the precise requirements to eliminate miscommunication, keeping the estimates reliable, etc. Have a clear road map. You have to know exactly where you're going and why you are actually going there, otherwise no software or magic will ever keep you from failing. Plan into perspective, but remember it's crucial to know what needs to be done on a daily basis. This applies to both your tasks as a project manager and the tasks you assign to your team. Prioritize and focus. I hardly ever heard one person say that multitasking increases your efficiency, and I think only the toughest of us can handle spreading ourselves too thin (think Chuck Norris is tough). If you do many things at once, you probably won't succeed in any of them AND you may end up procrastinating,...
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### What is a PICK Chart? (Free Template Inside)
> Discover what a PICK chart is and how to use it. A quick and yet effective way of evaluating ideas. Free template inside + free trials
- Published: 2014-10-21
- Modified: 2025-02-14
- URL: https://birdviewpsa.com/blog/project-management-101-pick-chart/
- Categories: Project Management
- Tags: PICK chart, priorities, projects
Have you ever had a number of options available to you but couldn’t decide which one worked best? I’m not talking about trivial decisions like what’s for lunch or what TV show to watch. I’m talking about the significant, far-reaching choices you make as a project manager: which issue to tackle first, for example, or which project to prioritize. What is a PICK chart? The PICK chart is a Lean Six Sigma tool that Lockheed Martin first developed for lean production. Its original purpose was to organize ideas forprocess improvementand categorize them for easy review and analysis. Your typical PICK chart is a 2×2 matrix, with the horizontal scale measuring the benefits and the vertical scale measuring the difficulty. You evaluate a project or idea and place it in the most appropriate of the four available squares. Each square of the PICK diagram will have a corresponding action: Possible – Low payoff, easy to do Implement – High payoff, easy to do Challenge – High payoff, hard to do Kill – Low payoff, hard to do How do I use it? PICK charts are great for brainstorming and project planning. It’s easy to set up, easy to understand, and allows project managers to focus the discussion and achieve a consensus. Once you’ve sorted out your options, you now have a better idea of what should be done next in your PICK analysis. “Implement” ideasare generally the ones that should be acted upon. “Challenge” ideasmay still be viable if there’s...
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### 5 Tips for a Successful First Project
> Are you about to handle your first project? Read up on a few excellent tips to help make it a success!
- Published: 2014-10-02
- Modified: 2023-07-14
- URL: https://birdviewpsa.com/blog/5-tips-successful-first-project/
- Categories: Project Management
- Tags: first project, project management
Few things are more thrilling (and nerve-wracking) than doing a project for the very first time. But you dont want this inexperience to be an excuse for failure. You want to hit the ground running and show your new team that they can trust you to perform.
Few things are more thrilling (and nerve-wracking) than doing a project for the very first time. But you don't want this inexperience to be an excuse for failure. You want to hit the ground running and show your new team that they can trust you to perform. To that end, I've assembled a few tips that can help you make a strong project management debut. 1. Do your homework Whether it's a new career or a new industry, there are holes in your knowledge that you need to fill. Try to spend as much time as possible reading up on your new environment and studying any technical skills that you're unfamiliar with. You're not going to be an expert after a few days of cramming, but you should at least accumulate a decent amount of stock knowledge so that you can keep up with your customers and team members. You should also familiarize yourself with your organizational structure, the key internal and external players, company policies, and any processes or methodologies used by your team. This will help you transition smoothly into your new role. 2. Clarify project roles Now that you know more about the project environment, you have to find out whos involved and what roles they play. This is for the entire team's benefit as much as it is yours. Not only will you get a good idea of which resources to tap at any point in the project, but you'll also be able to clarify murky...
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### Why a Worst Case Scenario is Your Best Idea
> Worst case scenarios are the one of the best things you can do to ensure project success.
- Published: 2014-09-24
- Modified: 2024-01-08
- URL: https://birdviewpsa.com/blog/worst-case-scenario-best-idea/
- Categories: Project Management
- Tags: project management, risk management, worst case scenario
Project managers aren't paid to be optimists. And yet I've seen many project managers plan an ideal scenario and expect everything to run accordingly. And so, when the poop hits the proverbial fan, they're caught flat-footed. They don't know what to do and there are no more project resources available to help, so the project spirals out of control and it eventually fails. What they should've done instead is construct another plan: a worst-case scenario. This is usually done in addition to the ideal project plan, so it definitely involves more work. But this is one of the best things you can do to ensure project success. Here's why: You Can Identify Risks Crafting a worst-case scenario is an excellent way to identify possible project risks. There are many methodologies that can help you root out the probabilities involved (the Monte Carlo Simulation, for instance), but the core exercise is finding out where your project is vulnerable and how you can adjust to it. Incorporating Psychometrics Psychometrics can play a crucial role in risk assessment and scenario planning. By understanding the psychological profiles of the project team, you can predict behavior under stress and anticipate potential interpersonal issues that might arise in a worst-case scenario. This insight can be invaluable in creating a more resilient and adaptable project plan. Determines the level of quality Now that you've identified the worst-case scenario, what quality of deliverable is the customer likely to get if everything goes wrong? Upon identifying the nature of...
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### How to Create Templates in Easy Projects
> Use templates for fast project creation in Easy Projects
- Published: 2014-07-28
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/create-templates-easy-projects/
- Categories: Project Management
- Tags: templates
If you encounter the same type of project over and over, then you've probably been recreating them from scratch every time. This is tedious and inefficient not to mention a waste of your valuable time. That's why Easy Projects allows you to create and use templates. It's a much faster and more reliable method of creating common projects. To create the template, all you need to do is create a project like you normally would. You set activity schedules, assign people, and establish dependencies. When you're done, just click on the Activity Status and select Template. It's that easy! To create a project from your new template, just type in the new projects name in the Quick Create box, and select your template from the drop-down list of available templates. You can then replace the placeholder details and dates with those of the actual project.
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### The 3 Critical Savings of a Great Project Management Tool
> The 3 Critical Savings of a Great Project Management Tool. Learn more about project management on Easy Projects blog!
- Published: 2014-05-30
- Modified: 2023-09-11
- URL: https://birdviewpsa.com/blog/3-critical-savings-great-project-management-tool/
- Categories: Project Management
Project management tools come in a range of pricing options, from free to not-quite-college-tuition. But a great project management tool is an investment that doesnt just stop at the project level.
It takes a lot of time, sweat, and political will to adopt a new project management tool, but it's all worth it if you've chosen the right one. A great project management tool can net you incredible savings on time, effort, and money that go far beyond the software's original cost. Don't believe me? Let's run through it: Time A good project management tool can save a project manager lots of time. A great project management tool will save everybody time. A great tool won't save one person time at the expense of others (like if the data entry process is slow and clunky). Its features will speed up important processes or aspects of your workflow, like keeping all of the documents in one place, for example, or helping organize tasks in a way that maximizes people's schedules. The net result should always be a faster workflow. Effort Great project management tools make it easier for your team to do their jobs. Not necessarily write code faster or anything like that (though that would be pretty cool), but streamline the administrative and organizational parts of the job so that you can all focus on the actual work. If you can take away (or at least minimize) the pain of planning, collaborating, and coordinating, the team will have more energy to get the job done faster. Money Project management tools come in a range of pricing options, from free to not-quite-college-tuition. But a great project management tool is an investment that...
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### Project Management 101: What is the DICE Framework?
> Project Management 101: What is the DICE Framework? Learn more about project management on Birdview PSA blog!
- Published: 2014-04-15
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/project-management-101-dice-framework/
- Categories: Project Management
- Tags: Change management, DICE, DICE framework
The DICE framework is a tool to help assess how likely a change management initiative or project is to succeed. It was developed by the Boston Consulting Group, a management consulting firm, in the mid-1990s in an effort to develop a more effective approach to change management. DICE has been adopted by over a thousand companies and PMOs since.
TheDICE frameworkis a tool to help assess how likely achange managementinitiative or project is to succeed. It was developed by the Boston Consulting Group, a management consulting firm, in the mid-1990s to develop a more effective approach to change management. Over a thousand companies and PMOs have adopted DICE since. How do I compute DICE? DICE works by measuring four factors, each of which is a letter of the acronym: Duration: This is theduration of the projectis measured. In addition to measuring an entire project, this can either be the total duration of several shorter projects or the time between two milestones of a larger project. Birdview's project management software allows project managers to easily monitor and adjust timelines, ensuring that project durations are accurately tracked and optimized. Integrity: “Integrity” is a rating of the organization or team’s ability to complete projects on time and/or their skill relative to the project’s requirements. With Birdview, project managers can analyze team performance metrics and resource allocation, helping to maintain high integrity levels across all tasks. Commitment: Here, the senior managers (C1) and employees (C2) are rated separately on their commitment to making the change happen. Effort:This takes into account the actual effort that employees need to exertin addition to their current workload. Birdview’s workload management features provide insights into team capacity and effort distribution, ensuring that no team member is overwhelmed, which helps maintain a balanced and realistic effort estimation. Each factor is given a rating of 1 to 4, with 1...
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### What Skills Do Self-Taught Project Managers Commonly Lack?
> What Skills Do Self-Taught Project Managers Commonly Lack? Learn more about project management on Easy Projects blog!
- Published: 2014-04-11
- Modified: 2023-07-14
- URL: https://birdviewpsa.com/blog/skills-self-taught-project-managers-commonly-lack/
- Categories: Project Management
There are certain skills I wish I had when I first started out. And after observing and talking with other similarly self-taught colleagues, I realized that many of us had the same gap in our knowledge.
I’m a self-taught project manager. All the project management skills I have, I learned either on the job or through online resources. And I was good at my job, too. I was promoted twice and recognized as the top employee in the department for two years running. But there are certain skills I wish I had when I first started out. And after observing and talking with other similarly self-taught colleagues, I realized that many of us had the same gap in our knowledge. Project Management-Level Planning “Planning” is one of those grossly underestimated project management skills. After all, everybody plans to some degree, right? But planning a marketing campaign or software development project is a lot more complex and far-reaching than planning a weekend at the beach, even though they share the same basic principles. I thought I could get away with winging it through my first two projects—which I did, but only barely. I had to learn how to make detailed planning documents and charts to stay organized, and not just keep things in my head. Other self-taught project managers had different levels of organization and planning, depending on their experiences, but more often than not they’d never planned complex projects from the ground up. Technical Proficiency It’s kind of a given that project managers who come from outside an industry like software or engineering often don’t have the same technical skills as their team members. But even if they do, they can also lack technical knowledge of hard project management skills and...
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### Streamline Your Workflow with Project Templates
> Streamline Your Workflow with Project Templates. Learn more about project management on Easy Projects blog!
- Published: 2014-04-09
- Modified: 2023-09-11
- URL: https://birdviewpsa.com/blog/streamline-workflow-project-templates/
- Categories: Project Management
- Tags: project templates
Project templates let your team work smoothly with each other and the client, and will in turn increase your projects quality, speed, and bottom line.
When I used to work at a marketing agency, we did projects for a wide variety of clients from different industries. Each had its own messages and campaigns, but they all boiled down to the same media websites, animated videos, whitepapers, brochures, and the like. They were all different, of course: some videos had a particular style, or some websites needed a specific functionality. But because we did so many of them, we were able to streamline the project creation process and get it out of the door fast (while still making it look good). And one of the key factors was creating project templates. Smoother and Faster We templatized a lot of things: project request documents, planning flowcharts, email aliases for involved teams, and even the file folder structure on our server. By creating all of these elements beforehand, we were able to focus on the most important variable: getting the client's message right. The benefits were felt all throughout the process. The developers and designers knew where to save their files. QA knew where to get them and how to identify and flag the latest revisions. Project managers knew exactly where we were in a project and what the next steps would be. As a result, the client knew roughly how long the project would take and could plan around those dates. It all added up to a smoother, faster process than just email and Excel. Better Discovery Project templates don't just help during production; they help before...
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### What Is Slack and Float in Project Management and How to Manage Them
> Discover what slack and float in project management mean and how to compute these indicators to make sure you don’t miss the project deadlines.
- Published: 2014-04-01
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/project-management-101-floatslack/
- Categories: Project Management
- Tags: float, project management 101, slack
In project management, “float” or “slack” is the amount of time a task can be delayed without affecting the deadlines of subsequent tasks or the project’s final delivery date. The former is called “free float”, and the latter is called “total float”. Besides, there are two popular tools carrying the same names. How do I find float? The simplest way to compute slack is to subtract the time you’ve allotted to complete a task from the time the task actually takes. For example, if you’ve allotted 10 days for a task, but it only takes you 6 days to complete, your slack is 4 days. Tasks with zero floats can be considered part of the “critical path” because any delay on these tasks means a delay to the project deadline itself. To compute the total float or slack, you need to add up the free float of all the other tasks in the project. If the number is positive, you have that much room to finish a project in case of delays or problems. If the number is negative, you don’t have enough time for the project, and it will most likely miss the deadline. For example, in a software development project, if the coding phase has a free float of 3 days and testing has 2 days, but the integration phase has a negative float of -1 day, it indicates that the project is at risk of running late if the integration issues are not addressed promptly. How can...
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### How Can I Create a Repeatable (and Successful) Project Management Process?
> How Can I Create a Repeatable (and Successful) Project Management Process? Learn more about project management on Easy Projects blog!
- Published: 2014-03-28
- Modified: 2023-09-11
- URL: https://birdviewpsa.com/blog/can-create-repeatable-successful-project-management-process/
- Categories: Project Management
Are you tired of managing a project in a different way every time? Does shooting from the hip result in late and low-quality projects? Are your teams so scattered and directionless that completing a project is more a matter of luck? Maybe you need a repeatable project management process.
Are you tired of managing a project in a different way every time? Does shooting from the hip result in late and low-quality projects? Are your teams so scattered and directionless that completing a project is more a matter of luck? Maybe you need a repeatable project management process. “But wait! ” you say. “All projects are unique, so we should adapt our process accordingly! ” This is true, but all the more reason for you to establish a consistent process. Here are some tips on how to do that: Find the Gaps The problem with doing things differently each time is that, sooner or later, you’re going to overlook a step. As you create your new (and more effective) project management process, you need to be able to go back to your previous projects and find the gaps. Are there lots of bugs in your product? Add more testing and QA time. Do you always get an incomplete list of requirements? Create a set of discovery questions for every kickoff meeting. Get Everyone On Board Bad habits wouldn’t be around if someone didn’t prefer them. Maybe the project manager is lazy. Maybe the stakeholders are too busy. Or someone on the team wants the entire process to revolve around him. And the crazy thing about it is that people will fight to keep the old, ineffective process, just because they’re used to it. If you’re the one implementing change, you’re going to have your work cut out for you. It’s difficult and frustrating, but...
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### Project Management 101: What is PERT?
> Project Management 101: What is PERT? Learn more about project management on Easy Projects blog!
- Published: 2014-03-25
- Modified: 2023-07-14
- URL: https://birdviewpsa.com/blog/project-management-101-pert/
- Categories: Project Management
- Tags: PERT
PERT makes it easy to identify the critical path and the relationship between each tasks start and end dates, as well as the available slack for each path. And because you have a better understanding of each paths dependencies, you can more easily shuffle tasks around to facilitate better resource management.
PERT stands for the Project Evaluation and Review Technique and is a graphical tool used to schedule, organize, and coordinate tasks. Its often used in conjunction with the critical path project management method. Task Sequencing and Durations One of PERTs key components is its use of nodes and arrows to represent task dependencies and sequences. Sequential tasks are indicated by connecting arrows, whose lengths also correspond to the task's projected duration. Using these task sequences, project managers can identify and prioritize the critical path and plan the fastest possible route to project completion. But where other planning diagrams use best-case scenarios in the planning phase, PERT takes a more skeptical and realistic approach. Each task in PERT has three time estimates: Optimal, Normal, and Pessimistic. These are used to compute for Expected Time, with the formula (O + 4M + P) 6. The result is then plugged into a visual chart such as the PERT diagram or even a Gantt chart. This way, the project manager has a more accurate overview of the project life cycle. Pros and Cons As already mentioned, PERT makes it easy to identify the critical path and the relationship between each task's start and end dates, as well as the available slack for each path. And because you have a better understanding of each path's dependencies, you can more easily shuffle tasks around to facilitate better resource management. One of PERTs biggest drawbacks, however, is its tendency to grow unwieldy the more complex a project...
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### Project Management 101: What is Agile Project Management?
> Project Management 101: What is Agile Project Management? Learn more about project management on Easy Projects blog!
- Published: 2014-02-18
- Modified: 2024-06-14
- URL: https://birdviewpsa.com/blog/project-management-101-agile-project-management/
- Categories: Project Management
Agile is most popular in the software industry, although it has also found homes in information technology, engineering, product development, and other environments that experience many mid-project changes.
Agile is a project management method that adopts an iterative or incremental approach to completing projects. Agile is very flexible and adaptive, relying on constant feedback from stakeholders and teams in order to steer a project toward a desired goal. Its frequently compared to waterfall project management, which unlike Agile requires a strict sequence of phases and places heavy emphasis on pre-defined plans and scopes. Agile is most popular in the software industry, although it has also found homes in information technology, engineering, product development, and other environments that experience many mid-project changes. What are the Advantages of Agile? Agiles' biggest strength is its flexibility and preference for constant, timely feedback. The project is divided into many smaller iterations, each of which can last as short as two weeks. As a project develops, Agile practitioners request and collect reviews, suggestions, and feedback on the latest iteration and how the next one can build upon it. These in-progress course corrections help teams achieve project goals with less backtracking. Waterfall projects, on the other hand, normally have one review phase near the end, which can sometimes be too late to catch any issues especially ones introduced near the start of the project. Some Agile methodologies such as *lean methodology* even distribute project management responsibilities across a number of people in the organization, to prevent a project manager from becoming a bottleneck. What are the Disadvantages of Agile? To properly implement an Agile methodology, a team must have excellent communication (both within the...
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### The Only Times You Should Extend a Project Deadline
> How to Manage Project Deadlines? Project managers shouldn't extend a deadline as a first, The Only Times You Should Extend a Project Deadline.
- Published: 2014-02-07
- Modified: 2024-07-03
- URL: https://birdviewpsa.com/blog/times-extend-deadline/
- Categories: Project Management
Why bother setting a deadline if youre just going to move it back? Whats the point? Having a just extend it mentality encourages poor project planning and promotes a lax, complacent attitude when executing projects.
Project Deadlines are funny things. They're supposed to be the absolute final word in a project schedule the time when all tasks are completed and all deliverables are ready for prime time. And yet many organizations and PMOs extend a deadline without a second thought. Why bother setting a deadline if you're just going to move it back? What's the point? Having a just extend it mentality encourages poor project planning and promotes a lax, complacent attitude when executing projects. Project managers shouldn't extend a project deadline as a first resort. Instead, deadlines should only be moved if: The Scope Drastically Changes As much as we hate scope creep, it is a very real factor in project management. Not changing a deadline after changing the scope will only burn out the team and encourage rush work that will destroy project quality. Extending the project deadline may increase the client's costs, but the client should be fine with it if you're honest about the rates and how many additional hours the changes will take. (And if the client wants to implement the changes even after seeing the new estimate, then you'll know he really wants that new feature. ) The Project is That Bad Sometimes a project will still be in such rough shape that releasing it at that stage would be a bigger disaster than not releasing it. If you're too far along in the project timeline and the project sponsor isn't willing to cancel the project, then you'll...
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### PM101: What is the Project Management Triangle?
> PM101: What is the Project Management Triangle? Learn more about project management on Easy Projects blog!
- Published: 2014-02-05
- Modified: 2023-09-11
- URL: https://birdviewpsa.com/blog/pm101-project-management-triangle/
- Categories: Project Management
- Tags: project management triangle
When you execute a project, do you ever feel like youre being pulled in different directions? That every decision is one of compromise? That youre always giving something up for every thing you gain?
When you execute a project, do you ever feel like youre being pulled in different directions? That every decision is one of compromise? That youre always giving something up for every thing you gain? If so, then congratulations! Youve just run into the project management triangle at work! The project management triangle is a set of contradicting constraintsnamely time, cost, and scope where having more of one or two almost always means less of the third. The project manager has to balance out the ratios in order to achieve the projects goals in a desirable manner. Lets take a closer look at the constraints: Time This aspect of the project management triangle deals with the time available to complete a project or task. Time is often the most unforgiving of the three sides. Project managers often try to gain more time by adding resources, extending deadlines, or even changing the scope. But every single one of the solutions mentioned requires moving the burden to one of the other two sides of the triangle. Cost Balancing the project budget is one of a project managers most difficult tasks. Nearly every action a team takes has a price associated with it, whether its hourly billing or overhead costs. And if you ramp up your production schedule or add to your project scope, you automatically start burning more of your funds. Scope A project wouldnt be a project if it didnt have deliverablesdeliverables that take time to produce and cost money to...
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### 5 Ways to Create Great Project Updates
> 5 Ways to Create Great Project Updates. Learn more about project management on Easy Projects blog!
- Published: 2014-02-04
- Modified: 2023-09-11
- URL: https://birdviewpsa.com/blog/5-ways-create-great-project-updates/
- Categories: Project Management
- Tags: project updates
What if our updates were actually frustrating the team and annoying our clients? Are we damaging our reputation as a project manager? Are we harming the project with our bad project updates?
We've all gotten those project updates the ones that are either so useless or so hard to read that we ignore them entirely, and just talk to other members of our team face-to-face. While the sender has the best of intentions, we still start to view him as more of an annoyance than a help. His messages fill up our inbox or task notes and waste our time, and we start wishing he'd stop. But what if that sender was you? What if our updates were actually frustrating the team and annoying our clients? Are we damaging our reputation as project managers? Are we harming the project with our bad project updates? Even if we are, it's not too late to change. And I've got just the tips that can help: Ask Permission Your team is going to be busy with their tasks. Your clients are busy with their own businesses. But when you send them an email, they're pretty much obligated to open it. So you can't afford to burn your credibility and goodwill by sending unwanted communication. Before the project even begins, ask this question: what project status updates would they find useful? Would they be happy with a weekly digest of significant milestones? Up-to-the-minute news updates? Or just added notes on the team project management tool? Know How Much to Include Which details would the recipient find important? Is what you write going to help them make a decision, or affect their work? If so, then by...
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### What is the Critical Path Project Management Method?
> What is the Critical Path Project Management Method?. Learn more about project management on Easy Projects blog!
- Published: 2014-01-28
- Modified: 2023-07-14
- URL: https://birdviewpsa.com/blog/critical-path-project-management-method/
- Categories: Project Management
- Tags: critical path, project management method
If you want things done as fast as possible, then the Critical Path Method is a great project management method to consider.
If you want things done as fast as possible, then the Critical Path Method is a great project management method to consider. This versatile and effective system was first put into practice in 1940, during the infamous World War II Manhattan Project. Since then, the critical path method has been used anywhere from construction to software, and research to product development. To get started with the Critical Path Method, you need to do four things: List all activities in the plan Plot all the activity durations Draw the dependencies between activities Mark milestones and deliverables Once you have all this information, the Critical Path Method calculates the longest sequence of planned activities from the start to the end, hitting all significant milestones in between. It takes into consideration the earliest and latest times that each activity can start without making the project longer. “Critical” tasks are those whose deadlines directly impact the project timeline. “Float” tasks are those that can be delayed without extending the project and are considered non-critical paths that run in parallel to the critical path. Crash Duration “Crash duration” means the shortest possible time an activity can be done. This usually involves assigning more resources to the task than normal in an effort to get it done much faster. Resources The Critical Path Method also takes resources into account and can split applicable tasks between team members if they’re not co-dependent. Team members working in parallel can drastically reduce the overall project time. Flexibility It’s...
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### What are the Six Phases of Waterfall Project Management?
> What are the Six Phases of Waterfall Project Management? Learn more about project management on Easy Projects blog!
- Published: 2014-01-23
- Modified: 2025-01-13
- URL: https://birdviewpsa.com/blog/six-phases-waterfall-project-management/
- Categories: Project Management
Project managers can and have created their own variations of the waterfall methodology that best fits their unique situations, some of which have become pretty popular in their own right. But most of these spin offs still contain the six basic phases of waterfall project management.
Of all the different types of project management methodologies, waterfall project management is one of the oldest and most widely used. It’s a linear process that defines a sequence of phases to follow, each one to be completed before moving on to the next. Waterfall project management has appeared in almost every industry, from construction and engineering to software and media production. Project managers can and have created their own variations of the waterfall methodology that best fits their unique situations, some of which have become pretty popular in their own right. But most of these spin-offs still contain the six basic phases of waterfall project management: 1. Requirements Specification This phase investigates and analyses the business’ needs and recommends a solution. Any plan brought forward will have to be reviewed by the stakeholders, the project manager, and the project sponsor. Once the needs are determined, the project manager will give options to meet those needs. 2. Design The design phase solidifies and documents the options chosen in the first phase. This is called a “design document”. It lays out everything that will be needed to bring the project to life: technical specifications, procedures and processes, testing criteria, and success metrics. 3. Implementation Now the project manager and his team will execute the design document. They will attempt to adhere to the specifications, procedures, and timelines laid out in the early phases. Complex projects may even make use of an additional waterfall sequence to execute sections of the project. 4. Testing...
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### 5 Dos and Don'ts of Joining a New Project Management Team
> When you start in a new organization, take the time to learn the lay of the land before you move things around. That way, youll be able to make ...
- Published: 2014-01-16
- Modified: 2023-09-11
- URL: https://birdviewpsa.com/blog/5-dos-donts-joining-new-project-management-team/
- Categories: Project Management
When you start in a new organization, take the time to learn the lay of the land before you move things around. That way, youll be able to make changes that have a higher chance of working and being accepted by the team.
Joining a new project management team but want to make a good first impression? I've got some helpful tips that will help you smooth the transition. DO learn the Local Culture Race and nationality do play a significant part in how teams operate especially for multinational teams. Even a project management team in the center of North America might have some operational quirks depending on the team's cultural makeup. A team with a predominantly German culture will work differently from one with a strong Japanese influence, for example. Ideally, you should know about the team's local culture even before accepting the job. That way, you can just cut the interview process short if their work culture doesn't match yours. No need for messy resignations two weeks after you sign up. DO NOT compare to past experience Your past experience is valuable, and I'm sure that you could carry some valuable lessons from it, but be very careful about how you voice your comparisons. Negative comparisons like in my old company, we used to do it this way might be meant as constructive criticism, but you also risk offending your new peers and sounding obnoxious. Especially coming from a new guy who probably doesn't know the entire situation. A system that might seem inefficient to you at first might actually be the ideal work process for your new team. DO NOT shake the boat at first One common mistake many new leaders commit is making sweeping changes the moment they step...
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### How Project Management Teams can Help Sales Teams be More Effective
> How Project Management Teams can Help Sales Teams be More Effective. Learn more about project management on Easy Projects blog!
- Published: 2013-12-17
- Modified: 2023-09-11
- URL: https://birdviewpsa.com/blog/project-management-teams-can-help-sales-teams-effective/
- Categories: Project Management
Last time, I discussed how sometimes the sales team hinders project management. This lack of cooperation is a disease that ails many companies. The really aggravating part about it is that few companies either don’t make an effort to try to bridge the gap between the two departments—and other departments besides—or they have no idea how to do it. If your company does have the drive, or you want to start an initiative of your own, try out some (or all) of these helpful strategies below: Cheat Sheets Sales teams already have lots of training materials, but it won’t hurt to give them a little more—especially if you give them cheat sheets on the more complicated concepts. The objective here is not to “dumb down” what the project management team does, but to boil it down to a message that will really “click” with their leads. Train (Really Train) your Sales People Cheat sheets are great for quick training cycles, but if you want a really effective sales team, you need to immerse them in the product. Any initial recruitment training should be supplemented by regular product training sessions, to make sure your sales reps know their stuff. Have a Liaison If your product is too highly specialized or complex, then consider hiring a sales engineer. They are often former programmers or engineers who know how to translate complicated concepts into layman’s terms and work well enough with the customer to answer questions. Sales engineers are often present during product demos or sales meetings to...
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### Project Management 101: 4 Tips to Keep a Project On Track
> 4 Tips to Keep a Project On Track · 1 Monitor the Critical Path · 2 Keep Track of Hours · 3 Get Frequent Status. 4. Correspond with Clients
- Published: 2013-11-28
- Modified: 2024-07-03
- URL: https://birdviewpsa.com/blog/project-management-101-4-tips/
- Categories: Project Management
It's either easy or impossible. Salvador Dali At Birdview PSA we prefer the former. So here's a little Project Management 101 guide to help you get the basics of project management and avoid common project management mistakes. Check out these four easy-to-implement project management tips to keep your projects on track: 1. Monitor the Critical Path Projects inevitably go off course. Rather than let delays make you nervous and disrupt your focus, keep your eye on the big picture by determining a project's critical path. A project's critical path is the shortest possible time in which a project can be completed. Ever heard of the Pareto Principle? 20% of every project will impact 80% of its success. Determine the all-important 20%, a project's critical path, by establishing tasks that other tasks of the project depend on. The more dependencies that branch off one task, the more critical that task is to the project. Knowing a project's critical path allows you to brush off insignificant setbacks and focus on the main contributors to the success of a project. Monitor the critical path using Gantt Charts to focus on the priorities of the project and ensure they are running smoothly. 2. Keep Track of Hours Often times this is a habit that quickly falls to the waste side, but there are many benefits in regularly monitoring your team's work hours. Think of some typical reasons you get stressed on a project: you feel like you rushing against the clock, you missed a...
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### 4 Common Fails of Project Monitoring
> 4 Common Fails of Project Monitoring
- Published: 2013-11-20
- Modified: 2023-11-10
- URL: https://birdviewpsa.com/blog/4-common-fails-project-monitoring/
- Categories: Project Management
Project monitoring is just as much a skill as crafting a scope or managing resources. Mistakes will happen, of course. But by listing down the most common mistakes people make when monitoring a project, I hope to help you avoid them.
Project management is never a plug-and-play operation. Even with a team of superstars, you still need to do some serious project monitoring in order to execute properly. However, few PMs realize that project monitoring is just as much a skill as crafting a scope or managing resources. Mistakes will happen, of course. But by listing down the most common mistakes people make when monitoring a project, I hope to help you avoid them. I'm talking about mistakes like: Making Assumptions This is the most dangerous mistake people make, just because it's so hard to defend against. It's a combination of laziness, overconfidence, and complacency that combines into a recipe for disaster. It tricks you into filling in the blanks when you're missing information. It fools you into relaxing your standards because a procedure or tool has always worked before. Except for this time it didn't. As a responsible project manager, you should check, confirm, and test everything; even things that have always been okay before. You never know the one time you don't check may be the one time everything goes to hell. Letting Go After Delegating Delegating properly is a valuable project management tactic, and it goes a long way to helping you keep up with your workload. But simply handing it off and letting go is asking for trouble. What if your delegate is having problems? If you don't check in with them now and then, they may be costing you the project without you realizing it....
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### The Three "D's" of Project Accountability
> Project Accountability is a vital aspect of project management, influencing project success and timely delivery.
- Published: 2013-11-19
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/three-ds-project-accountability/
- Categories: Project Management
Executing a project without any form of accountability is like working without a safety net.
Executing a project without any form of accountability is like working without a safety net. Yes, you can get things done, but things can become disastrous if anything (or anybody) slips. Nobody knows or can prove who is responsible for what, fingers get pointed, and team cohesion (not to mention your client relationship) falls apart. In the end, the project manager will get most of the blame. And rightly so, because he should've been exercising the three Ds of project accountability. What is accountability in project management? Accountability involves taking ownership of outcomes. Individuals or organizations have the responsibility to account for their activities, take ownership, and be transparent about the results. For the person overseeing the project, accountability means taking responsibility for decisions, actions, and outcomes, and being able to provide an account of the project's proceedings. " Project accountability and meeting deadlines The concept is pretty simple: when you ask someone to do something, tell them when you need it. Project managers are pretty good at this when it comes to the more obvious project tasks. But when it comes to tasks that are indirectly related, like contacting a client or submitting a report, we assume the other party will get to it in a reasonable time even though they're too busy, stressed, or forgetful to remember. And when it does slip, you'll have no deadline by which you can hold them accountable. When you give a deadline for everything, you automatically mark the task as important enough...
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### Spiral model: The Spiral Project Management Method
> The Spiral Project Management Method. One of the best things about using the spiral method is the way it manages risk.
- Published: 2013-11-08
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/upward-spiral-spiral-project-management-method/
- Categories: Project Management
The spiral method is highly situational. It excels at high-risk, high-budget projects that require lots of customization.
Is your project a high-risk endeavor? One where the deliverable needs to be as close to perfection as possible upon release? If so, then you might want to consider the spiral project management method. Boehms Project Management Method In 1986, software engineer Barry Boehm published a paper describing a new, highly iterative project management process that arranges activities in a spiral pattern. This spiral method could incorporate elements of waterfall, incremental, prototyping, and other project management methods to fit a project's risk patterns. With tools like Birdview, teams can seamlessly integrate these different methodologies, adapting to changes in project requirements and managing the complex workflows that the spiral model often entails. The 4 Spiral Quadrants Each quadrant of a spiral represents a development phase, namely: 1. Analysis. This is where you determine your objectives, analyze your capabilities and constraints, and, if this isn't the first spiral loop, explore design changes that would better align the project with your targets. UsingBirdview's customizable dashboards, teams can visualize their objectives and constraints clearly, allowing for a more precise analysis that drives better decision-making in subsequent phases. 2. Risk Evaluation. This phase is all about assessing and planning around risk. You evaluate which options involve the least amount of risk while staying close to the goals defined in quadrant 1, and decide on which approach you should take in quadrant 3. 3. Development and Execution. Here, you proceed with developing the product based on the best matching project management method (whether it's a...
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### How to Keep Project Momentum with Effective Follow-Ups
> It takes a lot of effort to get a project up to speed, but once you’ve built up enough momentum, it’s just a matter of letting things take their course, right?
- Published: 2013-11-06
- Modified: 2024-09-02
- URL: https://birdviewpsa.com/blog/keep-project-momentum-effective-follow-ups/
- Categories: Project Management
Keeping project momentum through effective follow-ups is crucial for ensuring that tasks are on track, potential issues are addressed promptly, and the project stays aligned with its goals. By implementing these strategies, project managers can effectively use follow-up sessions to maintain project momentum, address challenges, and foster a collaborative and goal-oriented team environment. Regular and well-managed follow-ups contribute significantly to the success of a project. It takes a lot of effort to get a project up to speed, but once you’ve built up enough momentum, it’s just a matter of letting things take their course, right? Not quite. Even with task lists and automated project status updates, team members and (especially) clients may need additional prompting to turn in their deliverables. You’d think a poke in the shoulder would do the trick, but if you do it wrong, you may wind up irritating the other party and making them ignore you even more. Set a Deadline All project-related tasks are supposed to have deadlines, but in practice, quite a few are left open-ended. Maybe the task is too small for an actual deadline, or you just assume that the other person will get it done ASAP. Either way, human psychology pretty much guarantees that open-ended projects will get the lowest priority on someone’s task list. And when you follow up, that person will get a confused look and wonder why you’re so worked up. After all, if it was urgent, you would’ve set a deadline, right? Use Multiple Channels to Communicate with the Team...
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### Why Should you Cancel Your Project?
- Published: 2013-10-30
- Modified: 2024-08-30
- URL: https://birdviewpsa.com/blog/cancel-project/
- Categories: Project Management
Pulling the plug on an ongoing project is a very expensive decision, and you need to justify your choice to everyone involved.
If this were a joke, the punch line would be, “Before it’s done”. But project cancellations are no laughing matter. We project managers are a pretty persistent bunch. Even when a project isn’t going well, we try our best to recover and see it through. That’s our job, after all—to meet challenges and overcome them. Sometimes this tenacity pays off, and sometimes it doesn’t. Either way, the project gets done. But what if you’re better off not finishing the project at all? Wouldn’t you save so much more money and effort by calling it quits instead of forcing a project that clearly won’t work? The main problem both organizations and project managers have is that it’s hard to tell when the ideal cutoff point is. So to help you out, I’m giving you a few important signs: There’s No Stakeholder/User Support or Interest A project could be running on time and within budget, but if the users and stakeholders don’t want it, then you’re just wasting resources. When this happens to you, go back to the original project brief and determine the original project rationale. If the project strayed from the original direction, then you can try to salvage it by getting it back on track. If there was no change, and therefore no enthusiasm to begin with, then you may as well just cancel your project and walk away. Project Isn’t Aligned with Organizational Goals Sometimes the problem is the exact opposite. People could be very enthusiastic about the project, but...
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### How to Write a Project Report That's Actually Readable
> Project reports are as necessary to a teams efforts as water, and oftentimes just as boring
- Published: 2013-10-16
- Modified: 2023-07-14
- URL: https://birdviewpsa.com/blog/write-project-report-thats-actually-readable/
- Categories: Project Management
Project reports are as necessary to a teams efforts as water, and oftentimes just as boring. The problem is that some project managers are excellent at organizing large groups of people or coordinating schedules, but not so good at writing an effective document.
Project reports are as necessary to a team's efforts as water, and oftentimes just as boring. The problem is that some project managers are excellent at organizing large groups of people or coordinating schedules, but not so good at writing an effective document. Now hold on, you say. It's just putting words on a page. How hard can it be? The answer is very hard. After all, why do you think companies hire specialist technical writers? Thankfully, project managers don't have to resort to that to write a project report. Instead, you just need to remember a few things: Write to Your Audience Are you writing for upper management, or for the client? Different groups will be looking for different information. Upper management, for example, might be looking for productivity levels and staffing data. Clients will want close tracking of billable hours and project status. Don't forget terminology, either. Neither the client nor upper management may know what you're talking about when you use internal team lingo. Keep It Short You're writing a project report, not a college thesis. If the purpose of your report is to give a project update, then you should keep your report to a few pages at the most. There's no need to include extra information like a project background or the like if you're already mid-project since everyone should already know what you're doing and why. Stay Relevant Yes, a task is a few days behind. But does the customer really need to know...
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### Email Notification: The Project Management Team's Best Friend
> Having a Gantt chart and task list is a great way to stay organized, but I know people (myself among them) who sometimes get too absorbed in what theyre doing to check for updates.
- Published: 2013-09-25
- Modified: 2023-09-11
- URL: https://birdviewpsa.com/blog/email-notification-the-project-management-teams-best-friend/
- Categories: Project Management
One of the best things about the email format is that, with mobile technology so advanced, it can reach you even when youre not in the office. You can stay abreast of project developments no matter where you are.
Having a Gantt chart and task list is a great way to stay organized, but I know people (myself among them) who sometimes get too absorbed in what they're doing to check for updates. It's not until I finish a task and come up for air that I look around and reorient myself. And to be honest, that habit has caused problems at times. Thankfully, technology offers a better solution than your manager poking you on the shoulder: email notification. Having your project management software send you automated updates is a very efficient tool for busy teams, and here's why: Instant Updates Have you ever asked your team for status updates and not gotten a response until days later? Yeah, me too. Automated email notifications, however, send you updates the moment the project management software is updated. This can happen when a team member logs in his hours, changes the status of a task, or even when just adds a note or comment. And the team member won't have to send a separate update reporting what he just did, either. The email notification says it all. Accountability Is a team member keeping quiet because he doesn't want people to know he's running behind? Email notifications can foil his plans by alerting the team to late tasks. This accountability helps increase productivity but also encourages communication within the team. If a task is running late, the team member can update his project manager and see if the deadline can be pushed...
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### When is a project NOT a project?
> When is a Project Not a Project? Learn more about project management on Easy Projects blog!
- Published: 2013-09-17
- Modified: 2024-08-29
- URL: https://birdviewpsa.com/blog/when-is-a-project-not-a-project/
- Categories: Project Management
Over the course of my career I’ve encountered many people who define something as a “project” even though it’s really not. Sometimes the term is a buzzword that gets tossed around the boardroom, other times it’s an honest misunderstanding of requirements. In every case, I’ve had to define a real project and help them set their sights on something concrete. In order to clear up any other misconceptions out there, here’s a quick and dirty list of what projects are not: Not collaborative You might be able to call your attempt at home improvement a “project”, but for businesses and organizations, the scale is a bit too small. Truly professional-level projects require collaboration between different people or groups in order to achieve the greatest effect. Solo operations aren’t any more “projects” as they are a “team”. Unfocused Projects are meant to accomplish a solidly defined goal or set of goals. A scattershot effort with vague objectives is just that—unfocused, non-directed, and most likely not going to be very effective. The problem here is that clients often mistake “benefits” for “objectives”. One of the easiest project examples to understand is bridge construction. Yes, building a bridge can increase commerce, speed up travel, promote tourism, and create jobs. But those are all benefits. The actual project is the bridge itself. It doesn’t move the organization forward Projects are supposed to be a benefit to the organization. It’s unfortunate to say, but I’ve handled a couple of projects that were essentially “money sinks”, which were undertaken just because there was...
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### 5 Factors for an Effective Team Meeting
> Meetings are the necessary evil of the working world and with good reason. Many are ill-run, meander, and generally only serve to make people lose time they don't have.
- Published: 2013-08-20
- Modified: 2023-11-20
- URL: https://birdviewpsa.com/blog/the-5-ws-of-an-effective-meeting/
- Categories: Project Management
Having an effective meeting is sometimes like finding a four-leaf clover. A rare, very lucky occurrenceeven when youre the one setting it up.
Running effective team meetings is a great activity for building a team to work with. Many are ill-run, meander, and generally only serve to make people lose time they don't have. Having an effective meeting is sometimes like finding a four-leaf clover. A rare, very lucky occurrence even when you're the one setting it up. I've taken inspiration from journalists and listed the factors of an effective team meeting (mentioned in order of importance): Why Setting up a meeting with no clear purpose is the worst thing you can do to your co-workers. But even if you have a clear purpose, you need to also make sure that it's worth everyone's time. For example, meeting to introduce a new team member is a waste of time: walking him around gets better results and only affects two people. Also, consider other ways to fulfill your meeting objective. If you're meeting to inform, would a memo do the job better? If you want to discuss something, can it be done via email? Meetings should only be used as a last resort. What Yes, you have a meeting agenda, but what about it? Prepare a list of relevant talking points and stick to them. Idle chatter and unrelated tangents take up lots of time, so play moderator and keep the chit-chat to a minimum. If people want to talk amongst themselves, let them do it at the water cooler. Other people in the meeting may not be interested and would rather get...
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### The Best Ways to Introduce a New Team Member
> If you're looking for an easy way to introduce new team members, we've got a few ideas you can try.
- Published: 2013-08-16
- Modified: 2023-11-21
- URL: https://birdviewpsa.com/blog/non-awkward-ways-to-introduce-a-new-team-member/
- Categories: Project Management
Being a new employee can be a very awkward time, and not just for the hire. Getting to know a new team member is challenging enough without management or HR resorting to ill-conceived “games” and “exercises” that are meant to foster a familial bond early on. Forcing people to divulge personal details isn’t the way to make friends, and placing them on stage puts them on the spot and embarrasses them. How to Introduce a New Employee to a Team If you want a smoother way of introducing new team members, we’ve got a few ideas for you to try: Before They Show Up Give your team early warning so that nobody’s surprised to see a stranger on Monday morning. You can circulate an email or (even better), tell your team verbally so that you can answer any questions the team may have about the new guy and his experience. You can also use this chance to warn the team of any sensitive topics. I was once in a meeting with a new guy and wasn’t told he had Tourette syndrome. He suffered a seizure during the meeting and panicked everyone in the room. Not the most auspicious start. A Quick Walk Around Walk-around introductions are a great alternative to in-meeting or on-stage introductions. Introductions are handled one-on-one, giving both parties a quick chance to get a feel for each other, while being short enough that you can make a quick exit if things start getting awkward. Also, the new...
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### Essential Elements of a Work Breakdown Structure (WBS)
> Discover what elements a WBS should have in order to be effective for your project management process.
- Published: 2013-07-19
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/essential-elements-of-a-work-breakdown-structure-wbs/
- Categories: Project Management
In project management software, a Work Breakdown Structure is a document that illustrates all the components of a project. It’s not a flowchart: rather, it’s a document that breaks down a project into smaller, more manageable sections so that a project manager can better assess what project costs and resources he needs. In order for a WBS to be effective, it needs to have the following things: 100% of Deliverables A WBS needs to cover everything needed for project completion. Everything. If you’re going to properly estimate the work required (and therefore your timeline), you can’t afford to leave anything out. Ideally, the sum of all the work involved in the lower levels of the WBS should equal 100% of the work required at the upper levels. For example, if 20 hours are estimated for a level 2 task (e. g. stage props), then the total hours of the level 3 tasks under “stage props” should add up to 20 hours too. This kind of consistency is important if you want to create an accurate project management plan. WBS Dictionary A WBS dictionary is more than just a definition of terms. It’s also a reference for each component of the Work Breakdown Structure and contains milestones, deliverables, tasks, costs, etc. In a way, you could consider it the “micro” view of the elements in the WBS, with all relevant project information, with the WBS itself being the “macro” overview. Clear Hierarchy of Elements What the WBS does is work backwards...
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### Gamify Your Project
> Gamify Your Projects. Learn more about project management on the Birdview PSA blog!
- Published: 2013-07-17
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/gamify-your-project/
- Categories: Project Management
- Tags: gamification, project management
Gamification, the practice of turning daily tasks and processes into games, is taking the business world by storm. And for good reason. Operating under the idea that everything is more fun as a game, gamification is a newly popular tactic that marketing teams use to improve consumer engagement, and teachers implement to inspire student learning. But there is no reason project teams should be left out of all the fun. If you want to incentivise good work, improve employee engagement, and increase team motivation, gamify your project with these 3 project management gamification techniques. 1. Trade Project Points for Prizes Get everyone's blood flowing by making every project task into a competition with prizes. Award points for completing project tasks, fixing software bugs, and filing important documents. Bigger tasks and project milestones garner more points, but award points for any action you deem beneficial to the success of the project or that adds to the happiness of the project team. One point to the person who does the office dishes? Why not. Poll all team members at the beginning of a project and devise a list of prizes. The rewards don't need to be expensive; maybe 10 points and the recipient gets free coffee and can wear jeans on Friday. Maybe the team member with the most points at the end of the year gets a free vacation, or tickets to a NHL game. Either way, competitions add some fun to the day, and garner motivation for more monotonous tasks....
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### Project Management: How to Plan Project like Batman
> Superhero-level Project Management: How to Plan Like Batman. Learn more about project management on Easy Projects blog!
- Published: 2013-06-06
- Modified: 2023-11-21
- URL: https://birdviewpsa.com/blog/superhero-level-project-management/
- Categories: Project Management
If theres anything a project manager can learn from the Dark Knight, its how to think ahead.
Project planning is an important step in the project management process. Project planning is the next step in the process of managing a project once it has been created. At this stage, the project manager formulates a comprehensive project plan that outlines all the requirements for the project. This planning phase involves defining project goals, allocating resources, and creating a detailed project schedule. Knowledge is Power In a world of super-powered beings, Batman succeeds because he knows more than anyone else, about everyone else. He knows the strengths and weaknesses of nearly every person has ever encountered, and is such a polymath that it's easier to keep track of what he doesn't know. While you're not going to encounter any supervillains at work (except for horrible bosses), you can still plan the Batman way by being intimately familiar with your industry, your team members, and your clients and stakeholders. Avoid nasty surprises by using project management tools to stay informed on project progress. Plan Projects Beyond your limitations Under that cape and cowl, Batman is just a rich boy with daddy issues. And yet he beats super-strong 500-pound gorillas on a regular basis. Why? Because he works past his physical limitations. Don't charge into a project when you know you don't have the project resources to handle it. Instead, think outside the box and find ways to compensate. Borrow from another project team. Take a class. Or even get some outside help. Make Backup Plans For every plan Batman uses,...
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### How to Get People to Pay Attention During Meetings
> Top Ten Ways to Get People to Pay Attention During Meetings. Learn more about project management on Birdview PSA blog!
- Published: 2013-05-24
- Modified: 2024-10-22
- URL: https://birdviewpsa.com/blog/how-to-get-people-to-pay-attention-during-meetings/
- Categories: Project Management
- Tags: blog, business, easyprojects, meetings, pm 101, project management
They say that the average person fears public speaking more than death. But there is one thing that's even worse than public speaking. What comes after? Every project manager knows it that horrible moment at the end of a meeting when the question floor is open, yet the room remains silent. You look up from your notes and your heart sinks... all the attendees are sleeping. As a project manager, every now and again like it or not you need to hold a meeting. Rather than dread the event, take control of your fear and check out the top 10 ways to get people to pay attention during meetings. Schedule wisely: unless you're Justin Bieber serenading a group of teenage girls, nothing you say will win over a crowd before 9 am. Check everyone's calendars and try to find a block of time when people won't be drifting off or eyeing the clock to go home. Check the room temperature: too hot and people will fall asleep. Remember your number 1 goal and that's to take all measures to keep everyone awake! Make it a laptop-free event: it's just too hard to compete with Facebook or Randy's NHL Fantasy League standings. Instead, ask one meeting attendant to take notes and get that person to email the notes or share them with everyone else in a Google doc or a project management software system afterward. Prepare a strong opener: catch people’s attention right away with a fun anecdote, joke, or interesting...
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### 7 Deadly Sins of Project Management
> Committing these sins is a sure path to a failed project and a short career.
- Published: 2013-05-08
- Modified: 2023-07-14
- URL: https://birdviewpsa.com/blog/7-deadly-sins-of-project-management/
- Categories: Project Management
An idle project manager is one who isnt earning his pay. Project managers who spin their wheels or sit on their laurels will quickly find themselves left behind by their peersand even their team
Project managers are people, too. We have weaknesses and bad days like anyone else. But we're also responsible for projects with high material, financial, and manpower costs, and we need to hold ourselves to higher standards than most. Below Ive listed the seven deadly sins that lead project managers to failed projects and shortened careers: 1. Complacency This is one of the easiest traps to fall into, partly because it's hard to stay vigilant 100% of the time. Everything may seem to be running smoothly, but there may be trouble under the surface. You may think you've done all your tasks, but actually forgot one very important detail. 2. Timidity We mentioned before how project managers can still be nice guys and still come out ahead. But being nice and being a pushover are two totally separate issues. If other people can walk all over you because you cant stand up for yourself, how can you stand up for your team? 3. Idleness An idle project manager is one who isn't earning his pay. Project managers who spin their wheels or sit on their laurels will quickly find themselves left behind by their peers and even their team. If you have time to twiddle your thumbs, we can find you something to do. 4. Unpreparedness A scattered mind makes for a failed project. If you're not in the habit of preparing things in advance, you're going to look foolish in meetings, forget important project details, and lose the respect of...
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### Do I Need Project Management Software?
> Ways to tell if you and your company needs project management software to keep projects on time and on budget.
- Published: 2013-05-01
- Modified: 2023-09-11
- URL: https://birdviewpsa.com/blog/do-i-need-project-management-software/
- Categories: Project Management
- Tags: project management software
Deciding whether or not your company needs to buy project management software can seem like an involving task, especially if you have never used one before. But there are a few solid indicators that, when present, suggest investing in project management software is a beneficial business move. So, how do you tell if you, your company, or your team needs project management software? Check if you are suffering from any of these work-related symptoms:Symptom One: Poor Organization A good indicator that you need project management software is if you frequently find yourself dealing with problems caused due to poor organization. If your last work blunder came as a result of losing files or forgetting a deadline, then you are a great candidate to benefit from a project management software. Project management software has many functions that help you get organized. Not only does it provide a place to store all project-related information—from schedules to project milestones to resource loading reports—it gives you a bird's view of everything going on in your project so you can tell within seconds if something needs your attention. Symptom Two: Communication Problems Another work symptom that can be cured with project management software is poor communication among project stakeholders. If you have problems keeping the lines of communication open with your project team, clients, partners, or vendors, project management software has tools that make contacting project stakeholders effortless. Project message boards provide an avenue for clients and team members to discuss project progress, report issues, or make requests....
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### What's the role of Project Manager in a Nutshell?
> Curious about the role of a project manager in a nutshell? The five key areas a project manager focuses on.
- Published: 2013-04-18
- Modified: 2023-11-28
- URL: https://birdviewpsa.com/blog/the-role-of-a-project-manager-in-a-nutshell/
- Categories: Project Management
Businesses use project managers (PM) to drive projects from concept to reality. Project managers have a variety of skills that allow them to take the pieces of a project and connect them to create a successful result. This role is responsible for the budget, people, and schedules. There are few people on a project who have the same perspective as the project manager. Like a conductor in an orchestra full of musicians playing different instruments, the project manager coordinates the efforts of every person on a project team. How successful a project is will depend on how well the team “plays together”. The major areas in which a project manager participates include: 1. Analysis and Discovery Some organizations get the project manager involved at this stage. This is where a “good idea” is analyzed to determine if it is feasible. The PM will collaborate with the appropriate people in the company to determine: Is it in the best interest of the company to do the project? Can the company afford this project financially? What resources are available within the company to do the project? During this time, the idea may be refined to better fit the goals and resources of the company. 2. Budgeting The project manager may be asked to create an initial budget. This exercise helps to validate assumptions made during Discovery. The role of the PM at this stage is to help determine if the company can financially support the project. 3. Planning and Scheduling This is a key...
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### What to Do When a Project Fails, According to J.K. Rowling
> As a project manager, learn what to do when a project fails by taking insight from J.K. Rowling's 2008 Harvard commencement speech.
- Published: 2013-04-10
- Modified: 2023-07-14
- URL: https://birdviewpsa.com/blog/what-to-do-when-a-project-fails-according-to-j-k-rowling/
- Categories: Project Management
- Tags: benefit from failure, jk rowling commencement speech, project failures, project management fails
I have a new guilty pleasure. My name is Vanessa and I obsessively watch commencement speeches on YouTube. At the time of writing, I've probably watched over 50 inspirational videos. That's approximately a full workday's worth of passive listening to the stirring words of celebrity success. Admittedly, this is a self-medicating way to handle future uncertainties and ya, probably indicative of some unattended neuroses. Still, sitting, listening to J. K. Rowling's commencement speech for the third time, I thought yes, I can definitely turn this into a blog post about project management. Specifically one about what to do when a project fails. There are countless project management articles that outline how to be a successful project manager. And they're great. However, sometimes, try as we might, the project we undertake fails miserably. So then what? Well, then we listen to the words of JK Rowling. Read more to learn what to do when a project fails, how to realize the benefits of failure, and why failure can lead to future success. Step 1: Conduct a Project Post-Mortem or Project Retrospective Ultimately, we all have to decide for ourselves what constitutes failure, but the world is quite eager to give you a set of criteria if you let it. J. K. s commencement speech, Harvard 2008 The first step to benefiting from project failure is to take a good look at what went wrong in your project and what went right. Analyze your project plan, the variance between your estimated hours and actual...
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### Guest Post: Top 10 Project Management Challenges
> Today's guest post describes the top 10 project management challenges that project managers are likely to face.
- Published: 2013-03-28
- Modified: 2024-07-03
- URL: https://birdviewpsa.com/blog/guest-post-top-10-project-management-challenges/
- Categories: Project Management
- Tags: project management, project management challenges
Organizing a collaborative enterprise planned and designed to achieve an aim - this is the job of a project manager, and it can be a real juggling act. If you manage projects regularly, you are certain to face some, if not all, of the following project management challenges. 1. Deadlines Setting overly optimistic deadlines in order to keep clients happy is a serious mistake. You must allow for the inevitable fact that deadlines slip for one reason or another. The key is managing those changes effectively and knowing the exact status of your project at any one time. 2. Budget Not knowing how you're progressing against budget is unforgivable. It's essential that you be able to provide up-to-date information and warn stakeholders of any impending risk of cost overrun. 3. Poorly defined goals How can a project succeed if it doesn't properly define what it's setting out to achieve? As a project manager, you need to ask the right questions in order to establish a clear project plan and have the tools to follow progress against that plan. 4. Scope creep This is one of the biggest project management challenges, but one that you will certainly come up against. It's crucial to have effective project change and approval processes in place in order to deal with this particular evil. 5. Competing priorities You may find yourself in competition with other projects or initiatives from time to time. You need to be able to demonstrate the potential impact on the delivery...
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### Are Good Project Managers Born or Made?
> Are good project managers born or made? Read and find out!
- Published: 2013-03-08
- Modified: 2023-11-29
- URL: https://birdviewpsa.com/blog/are-good-project-managers-born-or-made/
- Categories: Project Management
Some people just seem to be born into project management. They’re sociable, professional, and so organized they probably have records of every meal they’ve ever eaten. The rest of us either look on in envy or run ragged trying to keep up, but hey we’re no slouches either. We know our way around a Gantt chart and can squeeze miracles out of a project team given a week and a truckload of coffee. How did we get that way? Are we just wired for project management, with our lives just being a lead-up to this moment? What gives us the ability to skirt deadlines by the skin of our teeth and still function as normal, sane people outside the office? Personality Project management is a very demanding, high-stress industry, and not everyone can tackle such an environment. It’s a bad industry for people who are insecure, complacent, temperamental, and moody. The deck is stacked against them, and yet I’ve seen and worked with project managers who exhibit some (or all) those traits. One thing they all have in common is that they overcome their quirks and function for the sake of the greater whole—the team. Talent vs Skill Talent is innate and unique, while skill is something developed over time. Talented project managers make the process seem effortless, while others have to persevere and grow the right skills during their careers. But here’s the thing: talent can only get you so far. Unless you’re a polymath, you’re not going to...
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### Calculate Earned Value Analysis (EVA) to Finish Projects On Time and Budget
> Take the guesswork out of project progress evaluations. Learn to calculate Earned Value Analysis (EVA) to keep your projects on time and budget.
- Published: 2013-03-06
- Modified: 2024-07-03
- URL: https://birdviewpsa.com/blog/calculate-earned-value-analysis/
- Categories: Project Management
- Tags: cost performance indicator, cpi, earned value analysis, eva, project management, project management software, schedule performance indicator, spi
Have you ever been midway through a project and had no idea whatsoever if it is progressing on time or within budget? Have you spent weeks fretting over the progress of a project just to realize you are in much better shape than you thought? One of the biggest mistakes you can make as a project manager is to be unorganized. Whether or not a project turns out successful should never be a surprise. Not to mention there is no need to get extra grey hairs for no reason. Thankfully, there is a simple solution to this problem, and it is as easy as A-B-Cwell, scratch that, it's as easy as E-V-A. You can evaluate the effectiveness of your project schedule and budget on the overall health of your project with Earned Value Analysis (or EVA, for short). EVA objectively measures project performance through these two equations: EVA has two main parts: The cost Performance Index (CPI) and Schedule Performance Index (SPI). The cost Performance Index calculates how well the project is performing relative to the project budget. As the name suggests, the Schedule Performance Index calculates the same thing, but in regards to the project timeline. In reality, the equations look much more intimidating than they actually are. For example, in order to fill in the Progress field, ask yourself, out of 100, how much of your project have you completed? If you're halfway through, well then, Progress=50. Fill in the time originally set aside for the project...
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### Easy Ways to Manage Approval Workflow
> Learn about the three easy ways to manage approval workflow with Birdview PSA' project management software.
- Published: 2013-02-26
- Modified: 2024-07-03
- URL: https://birdviewpsa.com/blog/easy-ways-to-manage-approval-workflow-with-easy-projects/
- Categories: Project Management
- Tags: approval workflow, easy project management software, easy projects faqs, easy projects help, workflow approval
There are multiple ways to manage approval workflow with Birdview PSA. Here are the three most common approaches, as well as FAQs involving managing approval workflow: 1. The Default Way: Custom Activity Statuses This is the quickest and easiest way to track approvals. It uses built-in or custom activity statuses. Decide how many steps your approval process should take and create a separate Custom Activity status for each step. e. g. : "Approval required", "Approved", "Rejected". Once a task is ready for approval, a team member will select his/her status to "Approval required". It will generate a corresponding notification email. The Project Manager or someone else in charge of the Approval process will review the work and change the status of the activity to "Approved" or "Rejected". Status-changing actions will be automatically logged in the Audit Trail log along with the name of the person and the date/time of the action. 2. The Formal Option: Status-Based Approval This option is best for scenarios where you need to have a formal review process for a task (activity) before assigning it a certain status. For example, a QA manager must review and approve a task, before it can be marked as "Completed" or "Ready for Production". First, you should designate statuses that are restricted and not available unless an activity has been formally authorized (approved). This is done from the Settings->Systems Lists menu. From that moment, the statuses that require approval will only be accessible once the Approved checkbox is marked by...
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### Benefits of On-Premise Project Management Software
> Hosting your software on-premise still holds some key advantages over cloud-based software. Learn about 3 top benefits of in-house products.
- Published: 2013-02-22
- Modified: 2024-12-11
- URL: https://birdviewpsa.com/blog/benefits-of-on-premise-software/
- Categories: Project Management
- Tags: in-house, on-premise
Despite all the buzz about placing your data online, many companies still opt for the traditional route of hosting everything on internal servers. Although this means a significant investment in IT equipment, infrastructure, licenses, and support personnel, it does have some significant advantages over cloud-hosted software. 1. Compliance with Internal Data Security Policies Any business with an IT department knows that they can be real sticklers for data security and with good reason. A single server could contain millions of dollars worth of business intelligence, confidential documents, and customer information that, if leaked or stolen, could damage the company and even open it up to litigation. This is why many IT departments prefer to host software on-premise, deep within multiple layers of firewalls, in accordance with the strict IT policies that they've set, ensuring a robust
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### How Team Building can actually ruin your team
> My wife and I had our good friends over for dinner. We started talking about the differences between working for small businesses and large corporations...
- Published: 2013-02-01
- Modified: 2025-01-30
- URL: https://birdviewpsa.com/blog/how-team-building-can-actually-ruin-your-team/
- Categories: Project Management
- Tags: hr, people, team building
Not all team-building activities bring teams closer—some do the exact opposite. In this article, we explore why many corporate team-building exercises fail, leaving employees stressed and disengaged rather than motivated. Through real-life stories and insights, we highlight what makes team-building effective and what turns it into an obligation people dread. Last Friday my wife and I had our good friends over for dinner. We started talking about the differences between working for small businesses and large corporations. A friend, who works for a Fortune 100 company, said: “Do you know one thing I hate about my job? ... Team building exercises. ” She proceeded with a very passionate and detailed description of how much stress and anxiety these team-building activities cause her. And don’t get me wrong, on a scale from 1 to 10, with 10 being super socially active, my friend would probably get 12 points. “Last week they sent us to watch movies”, she said. “I love movies, but I don’t like working until 9 pm for a week to get all my tasks done, that I could not do on time because of that silly movie. ” “Can you imagine”, she continued, “this summer we’ve been sent on a scavenger hunt. It was 40 degrees Celsius for God’s sake! (104 Fahrenheit for our USA readers). Team building? Job hating exercise, that’s what I call it”. The other guests also chimed in. They all shared similar stories of corporate stupidity and sheer embarrassment: karaoke bars, on-site dancing lessons...
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### Parkinson's Law: The Secret to Project Management Success
> The time management/productivity hack all project managers need to know is Parkinson's Law. Parkinson's Law states that work expands to fill the time
- Published: 2013-01-25
- Modified: 2023-11-05
- URL: https://birdviewpsa.com/blog/parkinsons-law-the-secret-to-project-management-success/
- Categories: Project Management
Want to know THE secret every project manager must know to great time management and improved productivity? Alright, brace yourselves. The time management/productivity hack all project managers need to know is Parkinson’s Law. Parkinson’s Law states that work expands to fill the time allotted for its completion. Time management is all psychological. We naturally pace ourselves to finish a project in the nick of time. The same task can take one hour or one week depending on how much time we give ourselves to complete it. Ever pull off a big presentation where your only prep was during your commute on the way over? The law is true! In order to maximize efficiency at work, check out these productivity hacks that will improve your time management with Parkinson’s Law in mind. Make Deadlines for EVERYTHING Don’t let any task, no matter how small, have an undefined deadline. Undefined deadlines create undefined game plans. Encourage momentum by tagging everything with a due date. Play a little game, and challenge yourself to answer all emails in less than 5 minutes. The next day try to do it in under 3. In your calendar, push all deadlines up by a day. Or, take the more adventurous route and move the deadlines up on all your projects, but by different amounts. The psychological nature of Parkinson’s law will have to take place because you won’t remember when everything is actually due, so you will do them all earlier. Track Your Time How can you maximize your productivity...
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### Why project managers should never rely on their memory
> Project managers have a reputation for being intelligent, capable people—amongst ourselves, anyway. We usually have a solid grasp of the organizational and social skills necessary to get projects done. ...
- Published: 2013-01-18
- Modified: 2024-09-02
- URL: https://birdviewpsa.com/blog/why-you-should-never-rely-on-your-memory/
- Categories: Project Management
Project managers have a reputation for being intelligent, capable people among themselves, anyway. We usually have a solid grasp of the organizational and social skills necessary to get projects done. This includes having good memories of project plans, technical details, and important conversations. Or so we think. In reality, however, a project manager's memory is possibly one of the most unreliable and dangerous aspects of a project. Here’s what happens when you rely too heavily on the power of your memory and how you can avoid it. Human Memory Sucks There have been many studies on the unreliability of human memory. Legal courts and criminology courses are now relying less on eyewitnesses and more on hard evidence to convict offenders. A normal person is not likely to remember a complete conversation from start to finish only the parts that stick. And worse, whatever the brain forgets tends to get filled in by your imagination, creating false memories. Not something you want to risk when you're involved in a multi-million dollar project. Your Word Against His The problem with human memory is that everyone thinks theirs is great. So when two people have conflicting accounts of a conversation, it's hard to tell which one is wrong (or even pretending to be right). Usually, you have to go to a third, neutral party to mediate the argument. But that won't work if it was a phone conversation between two people. So the two parties just keep butting heads until something gives. To...
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### The Art of Taking Notes
> The most important aspects will have to be recorded, either for your use or for dissemination to the rest of your team
- Published: 2013-01-08
- Modified: 2023-09-11
- URL: https://birdviewpsa.com/blog/the-art-of-taking-notes/
- Categories: Project Management
While the modern meeting is usually portrayed as long, boring, and mostly unproductive, it does serve a very concrete purpose - a discussion of ideas and plans that will affect how the organization works. The most important aspects of these discussions will have to be recorded, either for your use or for dissemination to the rest of your team. As such, you’ll have to get very good at taking notes. Picking the Right Recording Tool The first thing you need to do is find a suitable method of taking notes. The two primary options for doing so are via pen and paper, or via computer. Which option to take really depends on you. Some people write too slowly to be able to keep up with a meeting, even if they use shorthand. But then others consider a computer to be too impersonal and rude, seeing it as a wall between you and the rest of the meeting attendees. Whatever you opt for, you have to make sure that you’re a fast enough writer/typist to be able to keep up. Automatically assume nobody at the meeting will want to repeat themselves. Pick What to Note Down There’s going to be a lot of points to be discussed during the meeting, even if only about 20% of them are actually useful. That said, you can’t afford to miss anything important, or get any of it wrong. That’s why you have to pick and choose what to write down, and what to discard. Here are...
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### How to Manage a Large Hiring Project
> The hiring process can run more smoothly and produce better results than how things may be traditionally done when it comes to hiring many people.
- Published: 2013-01-03
- Modified: 2025-03-27
- URL: https://birdviewpsa.com/blog/how-to-manage-a-large-hiring-project/
- Categories: Project Management
Hiring just one employee takes a whole lot of company time and resources. Now imagine having to hire five, ten, or even fifty employees for a large-scale project. Without having an efficient hiring process in place, your business can end up being completely bankrupted by poor HR initiatives, mis-hires, and turnover. While some companies may accept that hiring and turnover is a trial and error-process, we know better. The hiring process can run more smoothly, be more economical, and produce better results than how things may be traditionally done, especially when it comes to hiring large groups of people. How successful you are in the hiring process, however, depends a lot on how it starts. Select and Train Your Recruitment Team Before you even send out a job posting or start looking for candidates, you need to have a good recruitment team in place. Who makes up a good recruitment team? Look to individuals such as: Hiring managers Supervisors Experienced employees in the positions you're hiring for Once you have a team selected, the team should be provided with a recruitment toolkit. This toolkit should have everything that they have to know when it comes to choosing the best employee. Some basic kit inclusions are: A definition of your company culture and how to tell if an employee may be a good fit. The job position and the requirements (skill, knowledge, experience, etc. ) that must be met. Any licensing or additional certifications that may be required. Some additional considerations...
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### How to Transfer a Project In-house
> We’ve already discussed tips for taking over a project (in two different scenarios), but you may eventually be asked to hand a project over to someone else. In this ...
- Published: 2013-01-02
- Modified: 2023-07-14
- URL: https://birdviewpsa.com/blog/how-to-transfer-a-project-in-house/
- Categories: Project Management
We've already discussed tips for taking over a project (in two different scenarios), but you may eventually be asked to hand a project over to someone else. In this case, you have a much bigger responsibility in that you have to both properly orient your successor and ensure a smooth project transition. Because this exchange is happening internally, chances are you'll still be around to catch some of the flak if the project explodes due to a lousy turnover. Here are some handy tips to follow to ensure a smooth project transfer: Determine the Nature of the Transfer Is this transfer just a change in leadership, or is it swapping out the entire team? Knowing that will determine how you'll approach the turnover of files and status updates, as well as how your team is going to be involved whether they'll just be introduced to the new PM, or if they'll have to orient their counterparts from the new project team. Assemble Relevant Info You're not going to just dump a binder full of files onto the new project manager's desk and expect him to sort it out. What you want to do is assemble the most vital and concise information available so that he can get a quick yet accurate idea of where the project is and what needs to be done. Anything more detailed, like logs, actual project work, etc. , can either go straight to the relevant team member or into a separate reference file. Hire the...
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### Resource availability in project management: definition and benefits
> Explore the concept of resource availability in project management, how to track and calculate it, and how to keep your projects on course.
- Published: 2012-12-28
- Modified: 2024-09-23
- URL: https://birdviewpsa.com/blog/competing-for-resources/
- Categories: Project Management
Explore the concept of resource availability in project management, how to track and calculate it, and how to keep your projects on course.
In project management, one of the most common challenges you face is the delicate balance of resources. Whether you're dealing with a lack of available team members or trying to avoid the chaos of over-allocation, managing resource availability can often feel like a juggling act. You might find yourself competing with other project managers for the same key people, or worrying that a sudden shift in availability could derail your deadlines. In this article, we'll explore the concept of resource availability in project management, break down how to track and calculate it and discuss strategies to help you protect your team and keep your projects on course. Resource availability definitionResource availability in project management refers to the extent to which a resource (such as a team member, equipment, or budget) is available to work on a project. It is a crucial element in ensuring that the right resources are allocated to the right tasks at the right time. When resources are unavailable, it can delay the project, reduce productivity, and lead to missed deadlines. How to calculate resource availability in project managementTo calculate resource availability in project management, you can use the following formula:Resource Availability (%) = (Available Hours / Total Hours) × 100Where: Available Hours: The number of hours a resource is free to work on your project. Total Hours: The total working hours within a specific period. Example:If a resource is available for 30 out of 40 hours in a week, their availability is (30/40) × 100 =...
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### How to Improve Employee Performance Evaluation Criteria - Guest Post
> Though it’s obvious, if you talk about 100% accuracy in measuring goals, nothing can guarantee you plentiful precision.
- Published: 2012-12-13
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/employee-performance-evaluation/
- Categories: Project Management
Though it’s obvious, if you talk about 100% accuracy in measuring goals, nothing can guarantee you plentiful precision. However, that doesn’t mean you shouldn’t even try. According to the goal-setting theory by American psychologist Edwin Locke, “Goals need to have the following dimensions: clarity, challenge, commitment, feedback, and complexity. Goals need to be clear and measurable. ” A lot of managers have agreed upon the idea with minor changes. However, they still need to figure out a better way to set goals that can be measured without any prejudice. In goal management, asking about the best way to measure goals is not a good question at all. Every goal and the goal performer are unique and need to be measured distinctively based on the nature of the goal and the competencies of the performer. There cannot be a single formula that can be applied to all goals to measure the exact level of performance. Even then, you need to have a point of reference to let you know where to start. To know either your employees are performing excellent, average or below average, you need to establish a measuring stick that helps you to manage performance (by stick, I never meant the fairy godmother’s stick but in case if she offers you a single wish, perhaps that would be to have a magic stick to measure your employees’ performance accurately. ) I would categorize goals into two major types: The one with quantitative deliverables The one with qualitative deliverables Goals...
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### Using the Pareto Principle in Project Management
> How to use the Pareto Principle in project management which states that in many situations 80% of the effects come from 20% of the causes.
- Published: 2012-12-12
- Modified: 2023-11-20
- URL: https://birdviewpsa.com/blog/pareto-principle-in-project-management/
- Categories: Project Management
The Pareto Principle, also known as “The 80-20 rule”, states that in many situations, 80% of the effects originate from 20% of the causes. This rule has been applied to economics, criminology, software programming, and business. And now, you’re about to see how it applies to project management. Project Timelines As project managers, we’re always looking for the fastest and most efficient ways to get projects out the door. We use Gantt charts, flowcharts, and other planning methods to be able to speed through all the dependencies and tasks in order to reach a viable product as soon as possible. While the ratio is not always 80-20, there is a set of core tasks that generate a disproportionate amount of work and are essential to project success. These tasks are called “the critical path”, and this is where you should be focusing most of your energy. Take a look at your project plan and determine which tasks make up your critical path—tasks that define your project’s success. Focus your efforts on the critical path and see how that affects the rest of the project. Errors and Issues Errors and issues are subject to the Pareto Principle as well. When doing risk management and problem-solving, chances are good that 80% of your problems will be coming from a few key issues—whether it’s a bad line of code, a problematic vendor, or bad quality materials. Identify your problems, then identify their sources. Spend your energy working on the causes that have the...
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### Explaining Project Management to Outsiders
> The holidays are coming up, which means parties and reunions where you’ll be meeting new people who want to know what you do. Except, the role of a project ...
- Published: 2012-11-28
- Modified: 2023-07-14
- URL: https://birdviewpsa.com/blog/explaining-project-management/
- Categories: Project Management
The holidays are coming up, which means parties and reunions where you'll be meeting new people who want to know what you do. Except, the role of a project manager is difficult to explain without sounding redundant and slightly peevish (Im a project manager. I manage projects. ) To help you through this lurking social landmine, we run through several possible answers to this thorny question. Do note that these lines are edited for brevity, and assume that the person you're talking to has no idea about your industry (whether it's marketing, construction, programming, etc). Flippant Humor is a great way to warm up to someone you just met. Your job is an excellent subject for making a joke because a) you're making fun of yourself, and b) everyone can relate to job jokes. Try out these choice lines: Project management is like herding cats. (HP has a great ad based off this joke. ) I make things happen. Sometimes, they happen the way I want. I work in project management. Our main product is stress. Detailed Sometimes you don't want to use humor. Maybe you want to give detailed assessments of your role in an attempt to make their eyes glaze over. If that's the case, try out these lines: I try to accomplish large objectives using the least amount of resources. As a project manager, I organize the efforts of many people in order to reach a single goal. Project managers coordinate multiple contributors to try to accomplish...
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### What to Do When You've Been Dumped into a Sinking Project
- Published: 2012-11-14
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/managing-a-sinking-project/
- Categories: Project Management
Picture this: you've just been hired at a new company, or have already worked there for several years. You're told that you'll be managing an ongoing project. You get a little nervous, and rightly so. Jumping in mid-project is never fun. Then you're told (confidentially) that this project is not going as well as projected, and that the previous project manager has either been fired or left the company. Now the dread sets in. You've already committed though, so you march into your first orientation meeting like the trooper you are. But what do you do after that? Find Out Why You're There The expected answer is to salvage the project, but the reality might be a lot more complex than that. How big of a problem are you facing? Is this project truly salvageable, with management giving you the resources to get it back on track? Are you expected to save it with whatever you have on hand? Or are you just trying to minimize the fallout from when it eventually fails, like a pilot gliding into a crash landing? The answer you get will shape your approach to the project and will help clue you in on your team's morale, the company's commitment, and the client's attitude. Go into the project blind, and you're going to be overwhelmed with nasty surprises. Get Your Bearings Spend your first day (or even the days before your first day) finding out as much as you can. Don't even hold a meeting....
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### 4 Reasons Project Managers Should Exercise Their Writing Skills
> A project management role is very challenging and skill-wise. On top of all demand, why should we add writing to the list? Learn more...
- Published: 2012-11-09
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/project-manager-writing-skills/
- Categories: Project Management
A project management role is very challenging, skill-wise. Not only do you have to have the right organizational skills, but you will also need technical, social, financial, diplomatic, leadership, and risk assessment skills to go along with it. On top of all these demands, why should we add writing to the list? What possible use could a project manager have for writing? Read on to find out! Emails/Memos Anyone who sifted through an Outlook Express inbox can tell you that writing good emails is an art form. I've lost count of the number of long, convoluted email conversations that could have been reduced to just one message by including all the relevant information in a concise, properly worded paragraph. There are many other aspects to writing a good email: tone, diplomacy, grammar and punctuation, formatting, etc. But the essential question you need to ask yourself before hitting the send button is: Do I have all the important information here? Please pay special attention to the word important. Only insert the essential bits. You're way too busy to read emails full of fluff, and so is everyone else. Project Proposals While this aspect of the project is usually handled by the sales team, project managers often wear multiple hats in a role and are sometimes expected to sell/upsell to a client. Writing project proposals then becomes an invaluable skill. If you have it, clients will respond better and you will drastically reduce the time you spend on this task. You'll no...
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### Why Do You Need Social Skills in Project Management?
> Your rank means people have to automatically follow your lead anyway, so social skills are a moot point, right? No, it's wrong!
- Published: 2012-11-02
- Modified: 2023-11-28
- URL: https://birdviewpsa.com/blog/social-skills-in-project-management/
- Categories: Project Management
Perhaps one of the biggest misconceptions I've heard about Project Management is that you don't need strong social skills. Sure, it would be nice, they say, but organizations place more emphasis on organizational skills and technical ability. Your rank means people have to automatically follow your lead anyway, so social skills are a moot point, right? Wrong! Project management is a leadership position, and as a leader, you have to be able to exercise your social skills to the utmost in order to balance the needs of your team, the stakeholders, and yourself. But what if you don't have strong enough social skills? Are you automatically excluded from the post? No! Just because you're not a people person, doesn't mean you can't be an effective PM. Like any other skill, social skills can be exercised and developed. You can start by developing a few key areas: Diplomacy A project manager works with many people over the course of a project, and in order to keep the machine moving, you have to be able to communicate and work well with everyone. This often means being careful with your words and making sure that everyone feels they are making valuable contributions to the project. Practice your diplomatic skills by keeping the other party's feelings in mind before you speak. How would they feel if they heard your original statement? Would you appear rude or confrontational? How could you reword the statement to get them to cooperate and respond positively? Counseling Team performance...
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### Top 5 best practices to improve your team time estimates
> Here are some of the best practices that experienced project managers use to improve the accuracy of the estimates in their projects. Tip #1: Log your time immediately, not after the fact. At the end of the day you might not be able to remember how much time you allocated to each task.
- Published: 2012-11-01
- Modified: 2023-07-14
- URL: https://birdviewpsa.com/blog/5-tips-to-improve-time-estimates/
- Categories: Project Management
- Tags: agile, estimates, time, tracking
Here are some of the best practices that experienced project managers use to improve the accuracy of the estimates in their projects. Tip #1: Log your time immediately, not after the fact. At the end of the day, you might not be able to remember how much time you allocated to each task. The best option - use a "Timer" feature in your time tracking software. Tip #2: Each time slot should not exceed 2-3 hours. Otherwise, it's not precise enough. "Creating Marketing materials: 8 hours" is only useful for payroll, however "Brochure design: 3. 5 hours" "Web-site update: 2 hours" "Drafting newsletter: 2. 5 hours" is much more meaningful, since you can use it later as a reference while estimating the time required for similar tasks. Tip #3: Find a project management or time tracking software, which saves all estimated and actual hours for everyone and keeps a history of each person's "Stick-to-Schedule" ratio. If based on the historical information Joe usually exceeds the estimated time by 20%, then it might be a good idea to add a 20%-25% safety cushion to his new estimation. Tip #4: Use "Planning Poker". When you deal with uncertainty, while estimating projects and activities sometimes it might be useful to use a technique called "Planning Poker", taken right from the Agile methodology of the software development industry. As per this method, all team members give their estimation at the same time, therefore eliminating the "Anchoring" phenomenon. More details are available at: http://en. wikipedia....
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### Guest Post: How to Build Loyalty and Unity with Your Team Members
> When working with teams on a project, it is critical that the team is cohesive. The team must understand that each person is a part of the body and that one member of that body being affected, ultimately affects the whole.
- Published: 2012-10-24
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/how-to-build-loyalty-in-a-team/
- Categories: Project Management
When working with teams on a project, it is critical that the team is cohesive. The team must understand that each person is a part of the body and that one member of that body being affected, ultimately affects the whole. This shows us the importance of having loyalty and unity within the group. Lets be honest; its not always easy working with everyone and sometimes one can really be effective on their own. Many times it takes a great team of people to do something extraordinarily great. Here a few tips you can use immediately to build unity and loyalty within your team. Lead By Example This is key in building both loyalty and unity. Your team is watching you. Just as a child absorbs the actions and attitudes of the parent, so do your team members look to you to influence their behavior and attitudes. http://en. wikipedia. org/wiki/Dave_Ramsey once said, if you want friends, you have to be a friend. The same principle holds true with loyalty. If you want loyalty, you must be loyal. In other words, if you want your team to be loyal to you and to each other, you must be loyal to them. Too often do project managers and leaders expect their team members to be loyal to their cause when the organization hasnt been loyal to them. You can show your loyalty in different ways. Let them know that if they mess up, you still have their back. If an unfortunate event...
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### How Can I Assess My Project Management Skills?
> Project managers need a wide array of skills if they are to perform their jobs effectively. If you are going to improve, then you need to know...
- Published: 2012-10-18
- Modified: 2024-07-30
- URL: https://birdviewpsa.com/blog/how-to-assess-project-management-skills/
- Categories: Project Management
True professionals are always assessing themselves and striving for self-improvement, and this applies to project managers as much as it does to other fields. Project managers need a wide array of skills if they are to perform their jobs effectively. Communication, people management, risk assessment, technical knowledge, and organization are just a few. If you are going to improve, then you need to know where your weaknesses are. But how do you find that out? Look in the Mirror You should take the time to think back to previous projects and their outcomes. What went right? What went wrong? What could I have done to improve the process or avoid mistakes? This exercise teaches introspection and self-awareness. You'll be able to take the lessons learned and apply them to future projects later on. Of course, not everyone can be objective when it comes to one's own performance. Your judgment could be colored by either overconfidence or a limited perspective. Its probably safer to look elsewhere for an evaluation. Questionnaires Being self-critical isn't going to be very helpful if you don't know the right questions to ask. Questionnaires and surveys help in this regard by providing relevant, thought-provoking questions about your project management skills. Some questionnaires tabulate your responses and score you. You can find questionnaires like these on the Internet and at Project Management training seminars. As useful as these questionnaires are, they are still limited by your own self-assessment and the associated psychological blind spots. Also, while they are...
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### How to track project progress effectively
> Project tracking refers to monitoring the progress of all activities and tasks in any project. Use Milestones, Track Project Health, Analyze Variances, and Communicate Transparently.
- Published: 2012-10-17
- Modified: 2024-11-28
- URL: https://birdviewpsa.com/blog/how-to-track-late-projects-and-tasks/
- Categories: Project Management
- Tags: late, timeliness
Tracking project progress effectively is the cornerstone of successful project management. Without a clear system in place, it’s easy for deadlines to slip, budgets to overrun, and teams to lose focus. By setting clear goals, using the right tools, and regularly monitoring progress, you can keep your project on track and address issues before they escalate. In this article, we’ll walk you through practical steps and strategies to track project progress, ensure team alignment, and deliver results that meet your objectives. How to track project progress effectivelyUse project management tools to organize and visualize the plan. Define Key Performance Indicators (KPIs): Identify key performance indicators that align with project goals. These could include metrics such as task completion rates, budget adherence, and quality of deliverables. Implement Project Management Software: Utilize project management software to facilitate tracking. These tools often offer features for task assignment, progress monitoring, and real-time reporting. Regularly Update the Project Schedule: Regularly update the project schedule to reflect actual progress. Adjust timelines, tasks, or dependencies based on changes in the project environment. Hold Regular Progress Meetings: Conduct regular progress meetings with the project team to discuss achievements, challenges, and upcoming tasks. This ensures everyone is on the same page and aware of the project status. Utilize Visual Tools: Visual tools such as Gantt charts or Kanban boards provide a visual representation of project progress. These tools make it easier to identify bottlenecks and areas of concern. Monitor Critical Path: Keep a close eye on the critical path—the...
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### 3 Steps to Achieving the Right Team Size for Tasks
> Bild the right team size for tasks. Basic steps to building the right team to complete tasks on time and on budget
- Published: 2012-10-04
- Modified: 2023-11-12
- URL: https://birdviewpsa.com/blog/achieving-the-right-size-team/
- Categories: Project Management
- Tags: skills
What is Team Task Management? Team Task Management involves the systematic organization, coordination, and tracking of tasks assigned to a team to achieve specific objectives and goals. This process ensures that team members are aligned, resources are utilized efficiently, and tasks are completed in a timely manner. Basic steps to building the right team to complete tasks on time and on budget:Facilitating communication and collaboration among team members to share updates, progress, and insights related to assigned tasks. Task Prioritization: Determining the priority of tasks to ensure that the most critical activities are addressed first, aligning with project or organizational goals. Timeline Management: Setting realistic timelines for task completion and tracking progress to ensure that deadlines are met. Monitoring and Reporting: Regularly monitoring the status of tasks and generating reports to assess overall progress, identify bottlenecks, and address issues. Task Dependencies: Identifying dependencies between tasks and managing them to ensure a smooth workflow and prevent delays. Application of Project Management Software: Leveraging project management tools and software to streamline the process, automate notifications, and provide a centralized platform for collaboration. Feedback and Evaluation: Encouraging feedback on task performance, evaluating outcomes, and identifying areas for improvement. Risk Management: Identifying and mitigating risks that may impact task completion, timelines, or overall project success. Resource Allocation: Allocating resources, including human resources and tools, effectively to support task execution. Resource management is an important part of any project manager’s duties. The basic principles are largely the same whether you are staffing a project,...
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### 5 Activities for an Idle Project Manager
> Project managers should focus their time on bringing added value and maximizing every minute. Here are a few suggestions on how to spend your idle time
- Published: 2012-09-28
- Modified: 2024-09-17
- URL: https://birdviewpsa.com/blog/5-activities-for-project-manager/
- Categories: Project Management
Project managers are, first and foremost, facilitators. We plan, organize, and set things up so that our teams will be able to execute their tasks with a minimum of fuss and get things done (hopefully) without much oversight on our part. What this boils down to is that, if we perform our roles well, we will find ourselves with virtually nothing to do during the development phase. But twiddling our thumbs contributes nothing to the team and the organization. Instead, project managers should focus their spare time on bringing added value and maximizing every free minute. Here are a few suggestions on how to spend your idle time: Technical Training Technology evolves at a rapid pace, especially in the software industry. But even project managers from other industries such as construction and marketing will need to stay abreast of the latest developments if they want to keep up with their peers, or even their team. Project Management Courses There is always something to learn in the project management field. Most companies encourage self-improvement among their employees, and taking a course from an accredited project management school is a great way to improve your skills. Enrolling in corporate project management training courses offers the knowledge and skills needed to effectively leverage these tools within your organization. You’ll even get a PMP certification in the process. Practice Your Soft Skills Project managers are leaders, and leaders pay attention to their teams. Now that you've got some breathing room, take the time to...
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### 4 tips on how to fight internal resistance to new project management process
> “What should I do if I encounter resistance to a new project management process I’m introducing?” Many people will automatically resist change, especially if it is imposed upon them. ...
- Published: 2012-09-26
- Modified: 2024-03-28
- URL: https://birdviewpsa.com/blog/project-management-dealing-with-resistance-to-change/
- Categories: Project Management
- Tags: change, internal resistance
"What should I do if I encounter resistance to a project change management process I'm introducing? " Many people will automatically resist change, especially if it is imposed upon them. Often, they will resist even if the change is for the better, just because it's easier to stay the course than to try and make an adjustment. So what do you do when you encounter this in your project team? How can you get people invested in a change that will be to everyone's benefit when their knee-jerk reaction is to balk? Set a Context The first thing you can do is to be transparent and let people know why the change is being made, and the circumstances that led to it. Establishing a context will show them that there is a definite and reasonable purpose to this move. They may not all agree, but at least they will understand. Find an Advocate Change management from without is always harder to swallow than change from within. Find someone in the team who can and will support the change. Involve them in the process, and have them be your advocate to the rest of the group. Make sure that this person is amiable and well-respected, otherwise, they will do more damage to your campaign than good. Demonstrate the Benefits The results speak for themselves. Show people that the new process will be better for them in the long (or short) run by doing it yourself. If necessary, do a side-by-side comparison...
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### 4 Tips for Getting Your Project Back on Track
> The project will run the risk of missing the deadline. The project manager must take drastic steps to get the project back on track.
- Published: 2012-09-10
- Modified: 2023-11-28
- URL: https://birdviewpsa.com/blog/get-project-on-track/
- Categories: Project Management
- Tags: scope
While there is no such thing as a perfect project, effective project managers will always put a reasonable amount of wiggle room in the timeline to account for any problems. This padding is usually enough to deliver the project on time and within budget. Occasionally, the project will run the risk of missing the deadline no matter how well the project manager planned. In this case, the PM will have to take drastic measures in order to get the project back on track.
While there is no such thing as a perfect project, effective project managers will always put a reasonable amount of wiggle room in the timeline to account for any problems. This padding is usually enough to deliver the project on time and within budget. Occasionally, the project will run the risk of missing the deadline no matter how well the project manager planned. In this case, the PM will have to take drastic measures in order to get the project back on track. 1. Determine the cause If your deliverables are coming in late, the answer may not be as simple as “get person A to submit on time”. The project manager has to thoroughly investigate the cause of the delay; otherwise, any solutions will be from the hip and may not address the real issue. Is the problem internal or external? Is the problem technical or human error? Are your procedures too inefficient, or are they not being followed at all? The project manager doesn’t have to answer all of these questions himself, either. In fact, a solo assessment may even be misleading and based on false assumptions. Interviews and group discussions with stakeholders and team members could help expose the real issues. 2. Stop scope creep Scope creep is one of the biggest and most common causes of project delays. It causes a radical reassignment of priorities and resources, which can derail momentum and hamper focus. The project team also has to waste time backtracking and reviewing finished...
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### 5 Effective Project Management Methodologies and When to Use Them
> If you want to make your projects flow faster and with less wasted effort, there are a variety of project management methodologies you can use.
- Published: 2012-08-23
- Modified: 2023-11-23
- URL: https://birdviewpsa.com/blog/project-management-methodologies/
- Categories: Project Management
- Tags: agile, critical path, methodology, prince2, prism, waterfall
If you want to make your projects flow faster and with less wasted effort, there are a variety of project management methodologies you can use. Though each of them has their own advantages, they may not apply to the projects your team is working on. It’s probably wise to thoroughly review each methodology to see if it fits well with your project. Keep in mind that you can always adapt your team’s workflow process if it doesn’t perfectly match up. That way, you can maximize the project management methodology’s effectiveness. 1. Waterfall Project Management Traditional, or “waterfall” project management handles things sequentially, from the concept and planning phase through to development and quality assurance and finally project completion and maintenance. Project requirements are usually defined at the beginning, with little to no alterations to the plan unless absolutely necessary. The waterfall methodology is used most often for large-scale software development projects where thorough planning and a predictable process are paramount. 2. Agile Project Management Agile project management focuses on adaptability to changing situations and constant, regular feedback – whether it’s from the client or from other members of the team. This is ideal when clients or management need to be in on the production process, resulting in changing requirements and drastic shifts in team assignments. Agile project management is usually ideal for smaller software projects and/or those with accelerated development schedules. 3. Critical chain/path As opposed to waterfall and agile project management, which focus more on schedules and tasks, the...
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### Project Management Software Requirements: How to Get the Best Return on your Investment
> Project Management software can be a hefty investment for a company on a budget. All truly effective project management software will work towards giving a PM two things: time, and communication.
- Published: 2012-08-07
- Modified: 2023-11-05
- URL: https://birdviewpsa.com/blog/project-management-software-requirements/
- Categories: Project Management
- Tags: agile, best practices, methodology, ROI
Project Management software can be a hefty investment for a company on a budget. All truly effective project management software will work towards giving a PM two things: time, and communication. In doing so, the program will pay for itself and even turn you a profit in a relatively short amount of time.
But for that to happen, teams need to commit to certain things. Project management software is a tool, and it has to be used properly if you want to get the results you want.
Project Management software can be a hefty investment for a company on a budget. All truly effective project management software will work towards giving a PM two things: time, and communication. In doing so, the program will pay for itself and even turn you a profit in a relatively short amount of time. But for that to happen, teams need to commit to certain things. Project management software is a tool, and it has to be used properly if you want to get the results you want. It’s All in the Mind It’s the old adage of “garbage in, garbage out. ” A project management software solution can only become truly effective if teams enter proper updates and PMs set up complete project requirements and task trees. Many project managers still play it fast and loose, relying on whiteboards or a slew of scattered emails and notes. Team members “forget” to log their hours or report on their tasks, because it’s just another burden at the end of a long day. Project Management Methodology Are you using an Agile Project Management model, Waterfall, or PRINCE2? Some project management programs are built only around one of these types. What if you decide to switch your methodology or you have multiple teams using different approaches? It might be a good idea to go with methodology-agnostic project management software. Key Features The best project management programs have certain tools and features in common – these are the indispensable features that help the PM save...
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### Project Management: How to Deal with Difficult People
> Many project management surprise that one of the greatest hurdles is learning how to deal with a seemingly inconsiderate client
- Published: 2012-07-13
- Modified: 2023-09-11
- URL: https://birdviewpsa.com/blog/project-management-how-to-deal-with-difficult-people/
- Categories: Project Management
- Tags: people
Part 1: Dealing with Difficult Clients It is no secret that project managers are required to face complex and sometimes overwhelming tasks. Although an individual or team can have all the talent in the world, if things do not run smoothly, success will always seem out of reach. Many think of project management as dealing with specific variables; say, for instance, logistics or projected earnings. However, it may come as a surprise that one of the greatest (and most easily solved) hurdles is learning how to deal with a seemingly inconsiderate client. What follows are a few of the most common management problems and some easy ways to resolve them before one’s efforts prove to be too little and too late. Too Much Guesswork and Not Enough Clarity One of the most common issues is that clients may seem a bit vague or fickle regarding their exact requirements. After all, this is the reason they hired a project manager to begin with! This can cause monumental problems in achieving the desired result if not dealt with promptly. It is the project manager’s responsibility to make certain that all goals are clear from the beginning and he should be aware of how much leeway is allowed for the given task. Another great way to counter this scenario is to set certain benchmarks along the way; proverbial “checkpoints” designed to make certain that both parties are headed in the same direction and in the most effective manner. So Much to Do, So...
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### Project Management 101: Project Scope
> Managing scope is about how project managers get through their projects. If it is done well, impacts on timeline, quality and budget will be clear at the time scope changes are requested. If scope is not managed, scope creep will occur, a thing you want least of all in terms of project success.
- Published: 2012-05-21
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/project-management-101-project-scope/
- Categories: Project Management
- Tags: feature creep, project scope, requests
Managing scope is the way PMs get through a project. If scope is managed well, the impacts on the timeline, quality and budget will be understood when the scope changes are requested. If scope is not managed, you will have scope creep (the process of never-ending additions and changes to what you are supposed to be doing) and you might get to the end of the project and find you havent delivered on the original scope. Or, you might never get to the point where people agree your project is done.
Managing scope is the way PMs get through a project. If the scope is managed well, the impacts on the timeline, quality, and budget will be understood when the scope changes are requested. If the scope is not managed, you will have scope creep (the process of never-ending additions and changes to what you are supposed to be doing) and you might get to the end of the project and find you havent delivered on the original scope. Or, you might never get to the point where people agree your project is done. An example of well managed scope is building a house. Your contractor will have you sign the original agreement on how many bedrooms, whether there is a basement or not, and the quality of the fixtures (and many other aspects). If you decide to add a bedroom, the contractor will assess the impact and tell you how much more it will cost, how much longer the project will take, and what else has to change to accommodate the new room. He will not start the work until you sign off on the change. As the client, you have the opportunity to decide not to add the bedroom if the cost is too great. An example of scope creep is in planning a wedding. You and your fiancé agree that a small wedding is your ideal celebration. You want friends and immediate family there. You think the wedding will be 40 to 45 people. Then your future in-laws...
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### Project Management 101: why use Estimated Hours?
> Actual Hours – the real amount of time it took to finish that task or project.
- Published: 2012-04-23
- Modified: 2024-11-21
- URL: https://birdviewpsa.com/blog/project-management-101-why-use-estimated-hours/
- Categories: Project Management
- Tags: actual hours, estimated hours, estimates, time tracking
Before we start talking about Estimated Hours, we should first discuss Actual Hours. So if you have never tracked time spent on jobs, the whole concept of estimated hours is probably quite foreign to you. So let’s start with some definitions. Estimated Hours - the amount of time you think it’s going to take someone to complete a task or a project. Actual Hours - the real amount of time it took to finish that task or project. Read more: Essential time log reportsEstimated Hours vs. Estimated Duration Keep in mind that Estimated and Actual hours should not be confused with Estimated or Actual Duration. The latter is the number of calendar days that were planned/spent on a task. Because people are usually working on multiple tasks at any given time, it’s quite common to see a situation when a task takes 3 days to complete (actual duration), but requires less than 8 hours of actual efforts (actual hours). In order to know the actual hours spent on a task, one should track their time. There are various ways and different tools to track time and we’ll certainly cover this topic in the future. But for now, let’s assume that you and your team have been recording your time religiously. That’s where Estimated Hours come into play and bring lots of benefits to you as a project manager. Here are the top 3... Benefit #1: Preventing going over a budget During the planning phase please make sure that your team...
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### How to plan your project backwards from a deadline
> Sometimes you know when your project is supposed to be completed and need to work backwards to decide when you should start it. This is where dependencies come in handy. Dependencies are used when work on a set of tasks must be completed in specific order. E.g. if your project is to build a website, design comes first.
- Published: 2012-03-26
- Modified: 2024-09-05
- URL: https://birdviewpsa.com/blog/how-to-plan-your-project-backwards-from-a-deadline/
- Categories: Project Management
- Tags: deadline, dependency, hard dates
Sometimes you know when your project is supposed to be completed and need to work backwards to determine when you should start it. To do this you need to work with dependencies.
Dependencies are used when a set of tasks must be worked on and closed in a specific order. For example, if your project involved building a website for a client, you would need their content before you could go live with the site.
Sometimes you know when your project is supposed to be completed and need to work backwards to determine when you should start it. To do this you need to work with dependencies. Dependencies are used when a set of tasks must be worked on and closed in a specific order. For example, if your project involved building a website for a client, you would need their content before you could go live with the site. When you have a hard target end date (deadline) that cannot be delayed, and you want to figure out when you need to start the project, you’ll need to use the “Start to Finish” dependency. First, you’ll need to put your tasks in the right sequence order, and know the duration for each task. For the previous example, let’s assume that developing content for the website will take 5 days, and designing the website will take 2 days and our hard target end date is April 30 2012. Once we have our tasks laid out, we will state the end date of the Project (the deliverable date). Next we will place a “Start to Finish” dependency on all the corresponding tasks, working down up. As long as we place their end date, and the duration Birdview PSA will auto-calculate their start dates. Starting with the 2nd last activity, it will depend on the last activity, and will continue all the way up the steps. If the end date needs to be changed, we can simply change that start...
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### Project Management 101: Why would we use Parent/Child Activities?
> When you’re creating an activity you have to choose its parent task. Learn why you need parent/child activities.
- Published: 2012-03-12
- Modified: 2024-08-26
- URL: https://birdviewpsa.com/blog/project-management-101-why-would-we-use-parentchild-activities/
- Categories: Project Management
- Tags: child, hierarchy, parent
When you’re creating an activity you have to choose its parent task. Lots of activitiesThis option can be particularly useful when your project is quite complex and has lots of tasks. In this case, it’s advisable to use the hierarchy of sub-tasks and parent tasks to organize your schedule better. Example:Let’s say you’re producing a newsletter that has to be printed and sent to your clients. You have dozens of tasks on your plate. Some of them have to do with the content: writing the articles, reviewing the copy, etc. Some of them deal with the design and visual aspects; some are related to the printing process. To offer a better organization, you can define your main categories and create them as parent activities, e. g. , Articles, Photo and Illustrations, Assembly, and Printing. Then you make all other activities as sub-tasks for the appropriate parents:By utilizing Birdview’s project management software, you can seamlessly create and manage these parent-child relationships. The software provides an intuitive interface that allows you to visualize your project’s structure, ensuring nothing falls through the cracks. Try Birdview for free Large/long activitiesAnother reason to use parent and child tasks is if you originally defined only a few tasks, but each one of them can take many days, weeks, or months to complete. Tracking progress can be a challenge in this scenario. So, by chopping your large tasks into smaller sub-tasks, you’ll make it easier to keep track of deadlines and take corrective measures before it’s too...
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### New RESTful API is available
> We are happy to announce the release of a brand new version of Easy Projects API (Application Programming Interface).
- Published: 2011-10-12
- Modified: 2024-11-07
- URL: https://birdviewpsa.com/blog/new-restful-api-is-available/
- Categories: Product News
- Tags: API, JSON, REST, XML
We are happy to announce the release of a brand new version of Birdview PSA API (Application Programming Interface). It’s based on the RESTful architecture and is implemented as XML/JSON over HTTP. The new API supports the following objects: Projects Activities Portfolios Timelogs Users Customers Roles Project attachments Project members Activity attachments Activity assignees And more... For details on the Birdview API please refer to the Birdview API specification: https:///api If you have an idea for a plugin or add-on for Birdview PSA – please contact us. We would be happy to feature your product in Integrations.
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### How to measure ROI for collaboration?
> So, what do you do first? The answer is simple: it doesn’t matter, as long as you analyze and track your results. Only then you’ll know what works for you better and which action brings the highest yields.
- Published: 2011-10-03
- Modified: 2024-09-12
- URL: https://birdviewpsa.com/blog/how-to-measure-roi-for-collaboration/
- Categories: Project Management
- Tags: collaboration, metrics, ROI
This post is a part of our new series: Improving Bottom Line and Cutting Costs. If your organization has not had a meeting with an agenda containing both “Recession” and “Improving bottom line” buzz words lately, please let me know, I want your stock. However, for those companies who don’t have fruit in their logo, the reality is that they need to keep their costs low and profits high to stay afloat during current turbulent times. So, what do you do first? The answer is simple: it doesn’t matter, as long as you analyze and track your results. Only then you’ll know what works for you better and which action brings the highest yields. “If you can’t measure it, you can’t manage it” - you probably have heard this phrase many times. However certain things prove to be harder to measure than the others. Take collaboration as an example. It’s a no-brainer that improving collaboration in your organization will improve the bottom line, but how can you quantify the results? Let’s start with the tangible metrics first, since they’re easier to track, but first, we should define collaboration. According to Wikipedia: “Collaboration is a process among individuals working together in a coordinated fashion, towards a common goal. Accomplishing the goal is the primary purpose for bringing the team together. Collaborative software helps facilitate action-oriented teams working together over geographic distances by providing tools that aid communication, collaboration and the process of problem solving. Additionally, collaborative software may support project management...
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### A Look Back: My Personal Project Management Experience
> It's not hard to gain project management experience these days. Life is a giant project and the best managers make it a successful one.
- Published: 2010-08-03
- Modified: 2023-07-14
- URL: https://birdviewpsa.com/blog/a-look-back-my-personal-project-management-experience/
- Categories: Project Management
Times have definitely changed. Back in the pre-historic computer era, I had my first exposure to project management and planning in the early 1970s when I was working on a gold mine. We planned some of our underground tunneling projects by using the Critical Path method. Back then we did all of our calculations and drew all of our charts using pencils on plain, large sheets of paper. It was a great exercise in making us think and plan all the sequence of activities and tasks required. Unfortunately it also took many hours of discussions and meetings to complete all of these plans by hand. Fast forward a few years. My next exposure to project planning and management was in the early computer era. With no personal computers around just yet, mini-computers were arriving but in 1979, room-size mainframe computers were all that was available. At the time, I was working for Control Data, a company out of Minneapolis. I worked for their Cyber-net Services division, in their African bureau, where you could lease time on their large mainframe computer. One of the software applications which they had installed was for project management. We had a full team of consultants who would review your project and put the plans into the computer, for a relatively costly charge I might add. These were highly paid experts who understood project management and the computer systems. Now fast forward to present era. What a change. Now using web-based project management software like Easy...
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### Project Leader vs. Project Manager: Descriptions, Responsibilities and Differences
> While the terms Project Leader and Project Manager are often used interchangeably, they can imply different roles and responsibilities.
- Published: 2010-08-03
- Modified: 2023-12-06
- URL: https://birdviewpsa.com/blog/who-is-a-project-leader/
- Categories: Project Management
While the terms "project leader" and "project manager" are often used interchangeably, they can imply different roles and responsibilities. Who is a Project Leader? If you answered, “It’s the project manager”, you might not necessarily be right! While the project manager directs and coordinates processes and resources, he or she might not be a true leader of the project. “So, who is the project leader? ” you might ask. A project leader is a person who works primarily with people rather than the organization and structure of a project. He or she sets visions rather than objectives, motivates rather than directs, and assists in providing focus to the entire project team. While it is said that a project manager focuses on doing things right, the project leader will focus on doing the right things. Project management ensures that processes run effectively, while project leadership starts change. It inspires and motivates people to become innovators, creating new products and ideas, and connects the entire team to a collective project vision. So does this mean that a project manager can’t be a project leader? Quite the opposite! Project Leader vs. Project Manager: A Detailed Comparison While the terms "project leader" and "project manager" are often used interchangeably, they can imply different roles and responsibilities based on the context. Here's a detailed comparison of the two roles: Project Leader:Birdview PSA is a project management tool that equips Project Leaders with the resources to efficiently plan, manage, and monitor their Projects. This empowers...
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### Project Management 101: What is Project Scope?
> Project scope definition and how to avoid project scope creep.
- Published: 2010-08-01
- Modified: 2025-04-15
- URL: https://birdviewpsa.com/blog/what-is-project-scope/
- Categories: Project Management
When it comes to managing your project you should have a well-defined scope and a detailed plan. In project management there are actually two types of scope: product scope and project scope. So what is the difference? Well, lets start with the product scope. The product scope is the end result of your project. It describes the final outcome which will exist after your project is complete, be it an application or a service. Product scope is what your project sponsors will focus on; its what they envision for you to create. During the requirements gathering phase of your project, your sponsor should be able to clearly outline your product scope as they describe their expectations of how the application or the service will work. The project scope, on the other hand, will outline the required steps which are needed to successfully achieve the desired product scope. This includes all required work in order to complete the project deliverable and usually consists of four parameters: budget, timeline, quality and objectives. Product scope and project scope support one another; in order to have a clear understanding of your project scope, you need to have a well-defined product scope. For a project manager, the requirements gathering is a key phase in their project management. You should not begin your project until you have a clear understanding of the requirements for acceptance (product scope), as this will help you plan the four parameters of your project scope. If either the product or project...
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## Podcasts
### Getting Out of the Output Trap: A 4-Step Action Plan to Outcome-Based Thinking
> Discover the four-step action plan to avoid the output trap and focus on outcomes, which can be applied to any area, such as workflows in the company or marketing strategy
- Published: 2023-05-14
- Modified: 2023-05-18
- URL: https://birdviewpsa.com/podcasts/4-step-action-plan-to-outcome-based-thinking/
In this episode,John will speak withHector Giner, the CEO atZ1, an award-winning digital project studio. Hector leads a team of almost 100 digital crafters who have helped over 150 startup founders and experienced companies worldwide to launch their businesses into the market. With a background in engineering, product management, and visual design, Hector will discuss the dangers of focusing on outputs instead of outcomes. He'll share examples of how organizations often jump to solutions before understanding the right problems to solve and the negative impact this can have on time, resources, and brand reputation. John andHectorwill talk about: The common mistake of focusing on outputs rather than outcomesin all levels and areas of a company, including marketing, product, and internal workflows Thechallenges of critical thinking and innovative problem-solving in larger organizations with standardized processes and positions A four-step action plan to avoid the output trap and focus on outcomes, which can be applied to any area, such as workflows in the company or marketing strategy What can go wrong if someone’s trying to be outcome-basedon personal and organizational levels and how to avoid it Hector's personal experience creating a strategic initiativebased on the similarities he sees in different practices To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or follow updates on ourwebsite. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player.
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### Dangers of Adopting Software without a Proper Implementation Strategy
> Discover how organizations can avoid making common mistakes during the implementation process and get maximum value from the new tool.
- Published: 2023-04-07
- Modified: 2023-04-12
- URL: https://birdviewpsa.com/podcasts/dangers-of-adopting-software-without-a-proper-implementation-strategy/
In the upcoming episode, John will speak withAshleighClark, Chief Optimization Officer atProcess Alchemist, anonline training companyfocused on teaching you to create a flexible, adaptable program management strategy for your organization that's going to help you optimize processes without creating unnecessary overhead. Ashleighhas spent almost 2 decades in program and project management roles across various industries, focusing heavily on data and analytics. Ashleighwill talk about the dangers of implementing software without a proper implementation strategy and what organizations should do to make sure they receive maximum value from the new tool. John andAshleighwill talk about: Why organizations keep making the same mistakes during the implementation process and what they should do instead Key steps of a proper implementation process built around the new tool Why invest in training the users on the right way to use the tool Why organizations need to identify KPIs before implementing new software and check back on them constantly To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or follow updates on ourwebsite. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player.
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### Success Story: How Hatch LTK Implemented Birdview PSA (formerly Easy Projects)
> Learn how you can introduce new technologies to your team to minimize risks and streamline operations and how Birdview PSA can become a single source of truth for your organization’s resources, finances, and projects.
- Published: 2023-03-23
- Modified: 2023-03-27
- URL: https://birdviewpsa.com/podcasts/success-story-how-hatch-ltk-implemented-birdview-psa/
In this episode, our guestErika Brown, the Director of Projects Assurance and Controls atHatch LTK, a professional services firm delivering technical and strategic services to the infrastructure sector, with a focus on Passenger Rail. Erika will talk about her experience implementing and working with the Birdview PSA solution (formerly Easy Projects) and will also share her advice on how it’s best to introduce new technologies to the team to minimize risks. Erika will tell how Birdview PSA helped their organization to: Improve resource utilization and provide early insight into hiring projections to facilitate hiring decisions Improve project management delivery processes and procedures Integrate all business systems and information into one enterprise system, providing a single source of truth for resources, finances, and projects With Birdview PSA, Hatch LTK achieved great results andsaved approximately 1,700 hrs and $300K per year. To learn more about these and other achievements, check out our Hacth LTK case study here:https://birdviewpsa. com/client-case-studies/hatch-ltk/ To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or follow updates on ourwebsite. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player.
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### Innovation 101: How to Foster Right Changes in Your Organization
> Discover what strategies and approaches to use to drive innovation inside your organization.
- Published: 2023-02-17
- Modified: 2023-03-21
- URL: https://birdviewpsa.com/podcasts/innovation-101-how-to-foster-right-changes-in-your-organization/
In this episode, John will speak withIzabela Nanushi, Director of Innovation atInterac, one of Canada’s leading and most trusted financial brands. Izabela will talk about the dangers of reclaiming that your company is innovative when you have not really put in place the disciplines and measurements to ensure you are. John and Izabela will discuss: Why so many organizations are touting that they want to be innovative and making promises but don't really follow through on the behavior How organizations should make this commitment to innovation and how they should follow through Types of innovations on long-term and short-term horizons What are the right questions to ask when thinking about introducing innovation to your organization What are the top challenges for companies when it comes to innovation What are the reasons why innovative behavior is so powerful What is strategic foresight methodology and MVE (minimum viable ecosystem) and how they help organizations drive innovation To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or follow updates on ourwebsite. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player.
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### The Danger of Trying to Do Everything In-House: Why Businesses Need Experts
> Listen to our podcast and learn the dangers of always trying to do everything in-house without the use of a qualified expert to guide you.
- Published: 2022-12-12
- Modified: 2023-03-21
- URL: https://birdviewpsa.com/podcasts/why-businesses-need-experts/
In today's episode, John will talk toStefanie Curtis,the CEO ofPace Creative, an award-winning women-led marketing agency that builds marketing growth strategies based on data and research for predictable growth for major global companies. John and Stefanie will discuss: The dangers of always trying to do everything in-house without the use of a qualified expert to guide you What mistakes executives make when searching for experts to solve their business problems Why executives make these mistakes again and again How to understand when you should stop trying to do everything in-house and should hire experts What steps you should take to know what experts your business needs To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or follow updates on ourwebsite. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player.
---
### Ensuring Your Project’s Success: Best Techniques Shared by a PMO Professional
> Listen to our podcast and learn how to build up your project’s success from the start.
- Published: 2022-11-22
- Modified: 2023-03-20
- URL: https://birdviewpsa.com/podcasts/ensuring-your-projects-success/
In this episode, John will talk toKathy Carrillo, an Independent PMO Professional, who has been working in the architecture, engineering, and construction industry for over 17 years, with roles focused on project management for the last 13 years. John and Kathy will discuss the following: Best techniques for ensuring that a business initiative is poised for success right from the launch Understanding the who, what, when, where, why, and how before you get to the solution Asking the right questions and gathering all the information Figuring out what a good KPI could be, to measure your project success Kathy also was very kind to share her PMO Project Intake Form, which you can download and follow to ensure your projects are built for success from the very start. Download Now To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or follow updates on ourwebsite. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player.
---
### Designing a Better Hiring Process: Mistakes to Avoid and Steps to Take
> Listen to this podcast and learn why it's time to review your hiring process for the benefit out your business and the candidates.
- Published: 2022-10-05
- Modified: 2023-03-20
- URL: https://birdviewpsa.com/podcasts/designing-a-better-hiring-process-mistakes-to-avoid-and-steps-to-take/
In today’s episode, John talks toRyan Schram, the President & Board Director atIZEA, about the importance of the hiring process in the modern era of remote and hybrid work and the biggest hiring mistakes every organization should avoid. John and Ryan will discuss: How to avoid major hiring mistakes when selecting job candidates to interview The importance of understanding which soft skills are relevant to your business when hiring a new employee The negative impact on the organization in terms of revenue and resources when not hiring for soft skills What a good hiring process should look like in the era of remote and hybrid work To ensure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or follow updates on ourwebsite. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player.
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### Project Manager 101: Why You Should Let Your PMs Lead with Their Superpowers
> Listen to this podcast and learn about the value that great project managers bring to their team and organization.
- Published: 2022-09-07
- Modified: 2023-03-20
- URL: https://birdviewpsa.com/podcasts/project-manager-101-why-you-should-let-your-pms-lead-with-their-superpowers/
In today’s episode, John speaks withRebecca Seago-Coyle, the Director of Project Management atConcertAI, about the danger of working with an accidental project manager and the business value of the project management office. John and Rebecca will talk about: The responsibilities and importance of a project manager in every business The biggest mistakes every organization makes in terms of project management What methodologies can be applied to fix these mistakes To make sure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or thewebsite. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player.
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### Digital Transformation: How to Make It Work
> Listen to this podcast to learn about the importance of digital transformation and common mistakes organizations make when digitizing their businesses.
- Published: 2022-08-24
- Modified: 2025-03-21
- URL: https://birdviewpsa.com/podcasts/digital-transformation-how-to-make-it-work/
In today’s episode, John talks to Shawn Freeman, the Vice President at Fully Managed, former TWT Group, about one of the most important processes any business should deal with to survive in the face of the future - digital transformation. In this episode, you will learn: What common digital transformation mistakes and misconceptions exist Why disruption is ok for your business How technology simplifies any business development To make sure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or thewebsite. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player.
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### Moving Past Band-Aid Solutions: The Importance of Scaling Processes
> Listen to this podcast to learn how to get rid of temporary solutions in your business and scale up processes.
- Published: 2022-08-10
- Modified: 2023-03-17
- URL: https://birdviewpsa.com/podcasts/moving-past-band-aid-solutions-the-importance-of-scaling-processes/
In today’s episode, John speaks withKai Fahrion, Co-CEO atZeno, a residential solar solutions provider that delivers comprehensive, turn-key solutions to homeowners across Canada. Today’s topics are: Proactive process improvements over band-aid solutions The pitfalls of a reactive micromanagement-based process Why KPIs matter when measuring process improvements To make sure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or thewebsite. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player.
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### How Do We Ask the Right Questions to Change the Status Quo
> Listen to podcast and learn how businesses can get out of their comfort zone and not get stuck in the status quo.
- Published: 2022-07-27
- Modified: 2023-03-17
- URL: https://birdviewpsa.com/podcasts/how-do-we-ask-the-right-questions-to-change-the-status-quo/
In today’s episode, John speaks with the COO at Galatea Technologies,Cara Haberstock, about getting out of your company’s comfort zones, recognizing when the status quo you’re currently stuck in is in need of a change, and how to ask the right questions to make the necessary changes to your work routine. John and Cara talk about Identifying the status quo and getting away from it Asking the right questions to the right people on how the status quo should change How we can change our own mindset and viewpoint to recognize what should change. To make sure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or thewebsite. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player.
---
### Why Are 75% of PMOs Disbanded within Three Years?
> A business podcast on effective PMO and its metrics. Learn how to create a customer-centric company.
- Published: 2022-07-13
- Modified: 2023-03-17
- URL: https://birdviewpsa.com/podcasts/why-are-75-of-pmos-disbanded-within-three-years/
In today’s episode, John speaks with Randy Hall ofLogically. Logically is a nationally managed IT Service Provider with the goal of making IT Management easy and secure for hundreds of corporations, healthcare organizations, Not-For-Profits, and Public Sector Agencies. Randy’s the Director of Project Management where he helps build project-focused, customer-centric departments. John and Randy talk about: Building a world-class PMO The biggest mistakes people make when they initially establish a PMO What KPIs you should track to measure the effectiveness and success of your PMO To make sure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or thewebsite. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player.
---
### Why Companies Must Continue to Update their Value Proposition
> What does value mean to a business, and why is it so important to increase it? Why do some people build an empire and others go bankrupt? It's all in our podcast.
- Published: 2022-06-29
- Modified: 2023-03-17
- URL: https://birdviewpsa.com/podcasts/why-companies-must-continue-to-update/
In today’s episode, John speaks withEdmund Hugo Lunde. Edmund is the Co-Founder and COO ofArion Blue, a privately held engineering company based in Huston, Texas. In this episode, they discuss: Why many companies fail to keep their value propositions current and relevant Examples of companies that fail to do this Steve Jobs as an example of a leader who was a master of keeping the value proposition current even in the midst of adversity To make sure you never miss an episode of When Spreadsheets Hit the Fan, subscribe onApple Podcasts,Spotify, and/or thewebsite. Listening on a desktop & can’t see the links? Just search for When Spreadsheets Hit the Fan in your favorite podcast player. Subscribe to the show in your favorite podcast player, so you don’t miss any upcoming episodes. We’ll see you soon!
---
### Business as an Ecosystem: Thinking Beyond Buyers and Sellers
> As business becomes more of an ecosystem, we must look past traditional roles of “buyers and sellers.” What strategies can we use to build better business relationships?
- Published: 2022-06-08
- Modified: 2023-03-15
- URL: https://birdviewpsa.com/podcasts/business-as-an-ecosystem/
As business becomes more of an ecosystem, we must look past the traditional roles of “buyers and sellers. ” What strategies can we use to build better business relationships? In this episode, John speaks withZach McGrathofLCG Advisorsabout the power of partnership-based strategies that can be used by a variety of Professional Service Organizations. Join us as we discuss: The one big mistake professional service organizations make The negative impact of bringing on a stingy customer The importance of setting expectations with new customers Why due diligence teams make the deals stronger not longer The importance of value-based partnerships Subscribe to the show in your favorite podcast player so you don’t miss any upcoming episodes. We’ll see you soon!
---
### Digging Out the Data: A Case for Measurement as a Core Company Value
> In a business culture that demands speed and urgency, is a case to be made for using data to make the right decisions?
- Published: 2022-06-07
- Modified: 2023-03-10
- URL: https://birdviewpsa.com/podcasts/digging-out-the-data/
In a business culture that demands speed and urgency, is a case to be made for using data to make the right decisions? In this episode, we speak with Sean Collier, Chief Operating Officer at Etna Interactive. Join us as we discuss: The Importance of height="450" src="https://www. youtube. com/embed/UGuTUveUg1c" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen>
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### Introducing... When Spreadsheets Hit the Fan
> Welcome to When Spreadsheets Hit the Fan, a Birdview podcast. This is a show for leaders in fast-growing professional services organizations looking for the latest conversations around Service Delivery best practices.
- Published: 2022-06-07
- Modified: 2024-07-25
- URL: https://birdviewpsa.com/podcasts/introducing/
Welcome to When Spreadsheets Hit the Fan, a Birdview podcast. This is a show for leaders in fast-growing professional services organizations looking for the latest conversations around Service Delivery best practices. At Birdview PSA, we aim to increase our customer’s profitability by automating and optimizing the entire service delivery cycle. We’ve created this show to provide helpful, actionable and approachable solutions to specific challenges faced by service delivery teams through conversations with heads of operations, project and delivery managers. We’re going to be talking about: typical pitfalls and bottlenecks faced by fast-growing service organizations practical tips for resolving schedule or budget problems best practices for better outcomes and customer satisfaction If you’ve ever self-identified as an accidental project manager, you’ve come to the right place. Subscribe to the show in your favorite podcast player so you don’t miss any upcoming episodes. We’ll see you soon!
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## Resources
### Mastering financial forecasting: A strategic approach for professional service firms
> In the professional services sector, the importance of accurate financial forecasting cannot be overstated. This sector characteristically operates on thin margins and is vulnerable to swift changes in resource requirements and project timelines.
- Published: 2023-06-19
- Modified: 2024-09-02
- URL: https://birdviewpsa.com/resources/whitepaper/strategic-approach-for-professional-services-firms/
- Resource Types: Whitepaper
In the professional services sector, the importance of accurate financial forecasting cannot be overstated. This sector characteristically operates on thin margins and is vulnerable to swift changes in resource requirements and project timelines.
Unlock the secrets to effective financial forecasting in professional services firms with the comprehensive ebook, "Mastering Financial Forecasting in Professional Services Firms: A Strategic Approach. " This invaluable resource provides practical insights, real-world case studies, and a strategic roadmap to help professional services firms navigate the challenges and optimize their financial forecasting processes. Download the ebook now and gain the knowledge and strategies to optimize your financial forecasting practices for sustainable success.
---
### How streamlining the quote-to-cash process can save $300,000 per year
> Get practical insights for engineering and consulting firms, outlining common challenges and offering solutions to enhance profitability.
- Published: 2023-06-01
- Modified: 2024-04-11
- URL: https://birdviewpsa.com/resources/whitepaper/how-streamlining-the-quote-to-cash-process-can-save-300000-per-year/
- Resource Types: Whitepaper
Discover the benefits of optimizing your quote-to-cash process and learn how it can enhance profitability and sustainable growth for your firm. From accurate estimates and efficient resource allocation to timely invoicing and improved cash flow, this ebook covers it all.
Discover how to optimize the quote-to-cash process and save $300,000 per year. This ebook provides practical insights for engineering and consulting firms, outlining common challenges and offering solutions to enhance profitability. Transform your quote-to-cash process and drive sustainable growth. Get your copy of the ebook now!
---
### Calculating and managing resource utilization in professional services firms
> Discover valuable insights and practical guidance on calculating and managing resource utilization in professional services organizations.
- Published: 2023-05-05
- Modified: 2024-04-11
- URL: https://birdviewpsa.com/resources/ebook/calculating-and-managing-resource-utilization-in-professional-services-firms/
- Resource Types: Ebook
This is where the concept of managing resource utilization is useful. Resource utilization measurements are metrics that help visualize the amount of time team members are spending in their assigned roles.
Discover valuable insights and practical guidance on calculating and managing resource utilization in professional services organizations. This comprehensive ebook equips project and delivery managers with the knowledge and tools to optimize resource allocation and improve productivity. Enhance your resource management strategies and drive efficiency in your professional services organization. Get your copy of the ebook now!
---
### How tool consolidation reduces inefficient in professional services organizations
> Discover how consolidating your tools can significantly reduce inefficiencies in your workflow. Dive into Birdview's comprehensive e-book collection to gain valuable insights and strategies for streamlining your processes and maximizing productivity. Uncover the power of tool consolidation today!
- Published: 2023-04-20
- Modified: 2024-04-11
- URL: https://birdviewpsa.com/resources/whitepaper/how-tool-consolidation-reduces-inefficiencies/
- Resource Types: Whitepaper
The goal of this whitepaper is to help organizations improve their project visibility and overall process efficiencies. It covers
the impacts of having too many tools, industry best practices for tool consolidation, and professional services client success
stories.
Discover the transformative power of tool consolidation. This comprehensive guide explores the challenges of using multiple tools and provides best practices for consolidating your toolset to enhance project visibility and streamline workflows. By reading this ebook, you will: Understand the drawbacks of having too many tools in professional services organizations Learn the best practices for tool consolidation to improve operational efficiency Discover real-life success stories of professional services clients who achieved significant benefits through tool consolidation Gain insights into creating a single source of truth for project and financial data Explore the advantages of synchronizing your functional platforms for seamless workflow management Obtain practical recommendations for encouraging feedback and eliminating redundant tools Learn how resource management software like Birdview can simplify and optimize your tool consolidation efforts Unlock the potential of tool consolidation and experience increased productivity and streamlined processes in your professional services organization. Get your copy of the ebook now!
---
### 5 resource management strategies to ride out the economic downturn
> In our own research, conducted among our clients and the best performers in the professional services industry we’ve identified the following five strategies that should help you steer your corporate ship clear of rocks and shallows of economic downturn.
- Published: 2023-04-15
- Modified: 2024-04-11
- URL: https://birdviewpsa.com/resources/whitepaper/5-resource-management-strategies-to-ride-out-the-economic-downturn/
- Resource Types: Whitepaper
In our own research, conducted among our clients and the best performers in the professional services industry we’ve identified the following five strategies that should help you steer your corporate ship clear of rocks and shallows of economic downturn.
Discover invaluable insights and practical guidance to steer your professional services organization through economic downturns. This comprehensive guide is specifically designed for Chief Operating Officers and Heads of Service Delivery, providing strategic resource management strategies to help you thrive in challenging times. Don't miss out on this opportunity to gain valuable insights and strategies for optimizing your resource management practices. Get your copy of the ebook now!
---
### 10+ examples of resource management reports for delivery, project and resource managers
> Explore a wealth of practical examples and insights in our e-book. Enhance your skills and discover effective techniques for optimizing resource allocation and achieving project success.
- Published: 2023-03-25
- Modified: 2024-09-02
- URL: https://birdviewpsa.com/resources/ebook/10-examples-of-resource-management-reports/
- Resource Types: Ebook
In this ebook, we will delve into the most crucial resource management reports, offering you over ten practical examples of reports that will help you to optimize resource allocation, maximize productivity, and ensure the timely delivery of your projects
In today's competitive business landscape, effective resource management is the key to staying ahead of the curve and ensuring successful project execution. Whether you're a seasoned project manager or new to the field, this guide is designed to provide you with practical examples and insights that will help you optimize resource allocation, maximize productivity, and deliver projects on time. Discover the power of effective resource management. This comprehensive guide provides a wide range of practical examples of resource management reports that are crucial for optimizing resource allocation and ensuring successful project delivery. Unlock the full potential of resource management and enhance your project delivery capabilities. Don't miss out on this opportunity to optimize your resource allocation, improve productivity, and achieve project success. Get your copy of the ebook now!
---
### How to run a project management software pilot within enterprise team
> Discover the essential guide to running a successful project management software pilot within enterprise teams. Birdview's comprehensive e-book collection provides valuable insights, best practices, and practical tips for implementing and evaluating project management software.
- Published: 2023-02-26
- Modified: 2024-04-11
- URL: https://birdviewpsa.com/resources/whitepaper/how-to-run-a-project-management-software-pilot-within-enterprise-teams/
- Resource Types: Whitepaper
This whitepaper highlights 9 best practices followed by our Enterprise clients during their Project Management Software trials.
Discover the essential steps to run a project management software pilot within enterprise teams successfully. This comprehensive guide provides valuable insights and best practices to help you navigate the process of selecting the most suitable project management platform for your organization. Unlock the potential of successful project management software implementation within your enterprise teams. Get your copy of the ebook now!
---
### How to run a project management software pilot within a small business
> Unlock the secrets to running a seamless project management software pilot within your small business with Birdview PSA
- Published: 2023-01-26
- Modified: 2024-09-02
- URL: https://birdviewpsa.com/resources/whitepaper/how-to-run-a-project-management-software-pilot-within-a-small-business/
- Resource Types: Whitepaper
This whitepaper highlights 9 best practices followed by our SMB clients during their Project Management Software trials.
Discover the 9 proven practices to successfully run a project management software pilot within a small business. This ebook provides valuable insights and practical guidance to ensure you choose the right project management platform for your organization. Unlock the potential of project management software within your small business. Get your copy of the ebook now and gain valuable insights to make informed decisions for successful implementation.
---
### The ultimate guide to project finances
> Equip yourself with the ultimate guide to project finances and gain a comprehensive understanding of key concepts, formulas, and real-life examples. This invaluable resource will empower you to make informed financial decisions, ensuring the overall health and success of your projects. Master the art of managing project finances and secure a strong financial foundation.
- Published: 2022-07-12
- Modified: 2024-04-11
- URL: https://birdviewpsa.com/resources/ebook/the-ultimate-guide-to-project-finances/
- Resource Types: Ebook
By reading this guide, you will be equipped with project finance definitions, formulas, and real examples of when to best use them so, moving forward, you can ensure your project's overall financial health is strong!
A critical aspect of project management success lies in understanding and effectively managing project finances. While profit may be the first figure that comes to mind, there are numerous other financial aspects that project managers need to track to ensure project health and profitability. To demystify the complexities of project finances, we have created "The Ultimate Guide to Project Finances. " Transform your quote-to-cash process and drive sustainable growth. Get your copy of the ebook now!
---
### Practical guide to painless business software implementations
> Discover the practical guide to painless business software implementations in our insightful whitepaper
- Published: 2022-07-12
- Modified: 2024-04-11
- URL: https://birdviewpsa.com/resources/ebook/practical-guide-to-painless-business-software-implementations/
- Resource Types: Ebook
In this whitepaper, we’ll go over how to effectively implement business software in the most effective and impactful way possible.
Unlock the secrets to successful business software implementations with this practical guide. In this ebook, written by Maxim Yakubovitch, a project management business consultant and coach with 20 years of experience, you'll discover valuable insights and strategies to make your software implementation journey smooth and painless. Don't let software implementations be a source of fear or uncertainty. This comprehensive guide equips you with the knowledge and strategies to navigate the challenges and complexities of business software implementations. Whether you're a small business or a larger organization, this ebook provides practical advice to ensure your implementation journey is smooth, efficient, and successful. Get your copy of the Practical Guide to Painless Business Software Implementations now and embark on a journey towards seamless software implementation within your organization.
---
### Beginner’s guide to Kanban
> Embark on your journey into Kanban project management with our comprehensive beginner's guide. Gain a solid foundation in Kanban principles, methodologies, and best practices. Unlock the power of visual workflows, efficient task management, and continuous improvement.
- Published: 2022-07-12
- Modified: 2024-04-11
- URL: https://birdviewpsa.com/resources/ebook/kanban/
- Resource Types: Ebook
Discover an in-depth look at the Kanban project management methodology, a lean system that strives to maximize efficiency and eliminate waste in the process.
This white paper presents an in-depth look at the Kanban project management methodology, a lean system that strives to maximize efficiency and eliminate waste in the process. Originating from Toyota's production system in 1953, Kanban is based on the principle of only restocking an item once it runs out, effectively matching production to customer demand. In a project management setting, each task is visually mapped out like parts on a Toyota assembly line, and team members work on their specific tasks and pass them on to the next phase. This not only promotes a status-based view of project progression but also encourages pull production over push production, ensuring no overload of work. This paper also explores the benefits of using Kanban boards, such as increased productivity and efficiency, reduced bottlenecking, and effective utilization of resources. Furthermore, it acknowledges that Kanban might not be suitable for every team or project type, detailing specific scenarios where its implementation proves most beneficial. Are you ready to streamline your project management process and maximize efficiency with the Kanban methodology? Get your copy of the white paper now!
---
### Top 5 mistakes during project management software implementation
> Avoid the top 5 mistakes during project management software implementation with our insightful guide. Learn from common pitfalls and challenges faced during the implementation process. Gain valuable tips and strategies to ensure a smooth and successful transition.
- Published: 2022-07-12
- Modified: 2024-04-11
- URL: https://birdviewpsa.com/resources/whitepaper/top-5-mistakes-during-project-management-software-implementation/
- Resource Types: Whitepaper
This whitepaper highlights some of the common implementation mistakes that we encountered and offers business-proven solutions on how to resolve or prevent them.
Uncover how to expertly implement project management software and avoid common pitfalls in your organization. This whitepaper draws from the wealth of experience accumulated by the Birdview PSA team since 2004, as they aided thousands of companies in integrating project management software within their frameworks. Through numerous successes and a few setbacks, we've garnered valuable insights on what factors contribute to the success or failure of Project Management Software implementation. This whitepaper aims to share this knowledge with you, focusing on the recurring errors we've observed and the tried-and-true solutions to avoid them. With these insights, you can successfully navigate the choppy waters of Project Management Software implementation, increasing your chances of success while minimizing potential setbacks. Harness this knowledge and transform your organization's project management capabilities. Get your copy of the whitepaper today!
---
### Remote teams: 9 best practices
> Uncover the 9 best practices for running a project management software pilot specifically designed for remote teams. In this informative whitepaper, we present our research-backed insights to help you optimize your remote team's project management processes.
- Published: 2022-07-12
- Modified: 2024-04-11
- URL: https://birdviewpsa.com/resources/whitepaper/remote-teams-9-best-practices/
- Resource Types: Whitepaper
With our research, we’ve created this whitepaper highlighting 9 best practices for running a project management software pilot for remote teams.
In this comprehensive guide, we distill our years of experience into actionable insights and provide you with a clear roadmap for successfully piloting project management software for remote teams.
---
### How to gain executive sponsorship for new project management
> Discover the secrets to gaining executive sponsorship and learn proven strategies to successfully influence change within your organization and secure the support of key decision-makers.
- Published: 2022-07-12
- Modified: 2024-04-11
- URL: https://birdviewpsa.com/resources/whitepaper/how-to-gain-executive-sponsorship-for-new-project-management/
- Resource Types: Whitepaper
Discover knowledge and strategies to navigate the complexities of gaining executive sponsorship for your project.
Are you struggling to gain executive sponsorship for your new project management initiative? Look no further than this comprehensive ebook, which provides valuable guidance on influencing change and securing executive support. Written with practical insights and expert advice, this ebook equips you with the knowledge and strategies to navigate the complexities of gaining executive sponsorship for your project. Don't let the challenges of gaining executive sponsorship hold you back. With this ebook as your guide, you'll learn the strategies and techniques to effectively influence change, build a compelling business case, and secure executive support for your project management initiative. Download the ebook now and take the first step towards driving successful project management within your organization.
---