Forecast

22/11/2023

Our customer Group shares how integrating with Forecast changed the way their sales and project teams work together for the better 🤝

Learn more about our Hubspot integration here: https://hubs.la/Q026ys4V0

21/11/2023

Hey guys we wrote a book! An ebook that is 😏

We’re talking all things AI 🤖, Automation 🤖 and Analytics 🤖. Find out how you can leverage the 3 A’s to optimize your operations here: https://hubs.la/Q026hB5s0

AI, automation, and analytics are trends that we see everywhere right now—especially AI. See how your agency can leverage them to optimize operations.

15/11/2023

Have you ever been in a good groove 🕺 at work where your team is comfortably at capacity and client milestones and due dates are on track? It feels nice and manageable. All is right with the world ☀️😎

Then all of a sudden a big new project comes in with a tight deadline ⛈️ Now your scrambling to reallocate resources, rearrange due dates and figure out how to get it all done on time with limited resources.

That’s where resource smoothing comes in 🧘‍♀️ This resource management tool helps you avoid disaster in the midst of the chaos.

Resource smoothing helps deliver projects on time even when you have limited resources. Learn about the benefits, trade-offs, and tools that make it easy.

09/11/2023

We’re proud to be a part of this year’s BIMA awards🏆 Looking forward to the ceremony on November 21st!

08/11/2023

With so many businesses offering an array of professional services, it’s important to know how you’re going to charge clients for your specific offerings.

Whether you’re charging for time and materials or allocating resources as part of a retainer agreement, knowing the best billing model for your services can mean the difference between turning a profit or losing money.

Pick the best billing model for the professional services you provide so you can accurately bill clients for your projects.

01/11/2023

Discover how is going to reshape the role of Project Managers. Instead of being replaced by technology, project managers should view AI as a tool transforming their role from managing schedules and resources to taking strategic action for their clients and teams.

So, are you ready for a future with AI?

Applying AI to project management will transform the project manager's role. Using AI will shift the role to more strategic responsibilities.

25/10/2023

🌟 Customer Success Story 🌟 Meet @ Pivot Group, a leading customer experience and marketing agency that skyrocketed their productivity and efficiency with the powerful Forecast and Hubspot Integration!

By streamlining their pipeline to project delivery process, they improved cross-team communication, achieved seamless collaboration and accurate project forecasting.

Discover how Forecast can revolutionize your team's workflow, too! Start your own success story today! 💪✨

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Pivot uses Forecast’s integration with HubSpot to create a seamless process that worked for their entire team. Why did Pivot need a new solution? Because they were feeling the pain of navigating multiple tools and platforms.

18/10/2023

What is Portfolio Management and how does it effect your overall business?

Have all your questions answered in our complete beginner’s guide to portfolio management!

Reach your overall business goals through project portfolio management. Manage the progress of your objectives when you monitor projects holistically.

11/10/2023

Selecting the right metrics for measuring project performance helps you better understand your opportunities for efficiency and growth.

Based on your goals, you’ll want to select the metrics that give you actionable insight into the health of your projects.

We’ve compiled a list of 11 project metrics you can start measuring today. So, no need to stress—we’ve got you covered!

Identify the key project metrics to track your resource performance so you can optimize your internal processes and deliver profitable projects.

04/10/2023

As your business grows, so does the complexity of your teams and projects. More work means increased communications, reporting, and technology needed to keep your business operating efficiently.

One obvious growing pain is when your project management software stops adapting to the growth of your business. Your issues with the software might seem small at first, but they add up to wasted time and money. Luckily, there are clear signs of when it’s time to upgrade your project management software.

If you’re experiencing 3 or more of these signs, it’s time to take action fast.

Identify when you've outgrown your project management software and explore the solutions professional services automation software can provide.

03/10/2023

We love improving our customers’ day-to-day 🤩
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