Teams | Collaboration | Customer Service | Project Management

Latest Posts

Project tracking 101: A guide to tracking projects effectively

When team members struggle to understand their individual responsibilities and deadlines, it can lead to confusion and delays. And without a clear view of a team’s project progress, it's difficult for managers to identify which tasks are lagging behind or need immediate attention. Project tracking addresses these issues by providing a transparent and real-time overview of all tasks, responsibilities, and due dates, ensuring everyone is aligned and on schedule.

5 project management phases to improve your team's workflow

There are five key project management phases that can help streamline your next project and enable your team with an organized plan. These phases include initiation, planning, execution, performance, and closure. Project management is often misunderstood. While many professionals view it as managing project timelines, there is so much more to the job. Thankfully, we’ve put together an easy guide to understanding the five project management phases. Why are the five phases so important to know?

5 innovative ways to encourage AI adoption in your org

In the evolving landscape of AI, sticking strictly to the traditional playbook is unlikely to yield the best results. Integrating new technology like AI into your business operations is often met with resistance. It's human nature—we're generally wary of change. To truly get your employees on board with AI, you'll need to think differently. Flipping the script on conventional wisdom could be the catalyst you need for change.

How to automate repetitive tasks in 5 steps

Your team is in a relentless, repetitive cycle: manually updating project statuses, sorting through work requests, and dealing with endless email threads—tasks that demand attention but add little to your organization’s strategic goals. This scenario is all too common in today’s enterprises, where manual tasks eat into valuable resources and sideline core objectives. That’s where automation comes in.

6 steps for operations leaders to build a better annual plan

An effective annual plan is critical to keep your teams, departments, and company together, working toward the same goals. As an operations leader, you oversee how your organization runs its business. By reviewing how your company performed in the past year, you and your operations teams can identify which strategies worked—and which fell short—to build an effective annual plan designed to maximize the impact of every department.

How 3 world-class teams streamline creative production at scale

From billboard ads to social media posts, high-quality creative assets are essential to make your brand stand out. But the larger your company, the harder it is to coordinate all the moving parts of creative production. That doesn’t mean it’s not possible. These three enterprise companies—Discovery Inc., Benefit Cosmetics, and Dr. Martens—have all cracked the code on large-scale creative production.

8 tips from best-in-class IT leaders on AI and role changes

Navigating the ever-changing technological landscape is a critical challenge for today's IT leaders—but it doesn’t have to be done alone. At The Work Innovation Summit, top IT executives from Slack, Zscaler, and Asana weighed in, discussing strategies for effectively navigating technological advancements, with a particular focus on AI.

Client management: Tips to attract and retain happy clients

Great client management will not only make it more enjoyable for your team to work with your clients, but it will also benefit your business in the long run. Besides making it easier to retain clients, happy clients also tend to give referrals and bring in new business. We’ll cover best practices for client relationship management, client management pitfalls you should look out for, as well as how you can use business integrations to keep your team on track and your clients happy.

Free change order form template: Simplify project changes

A change order form is an official and documented change to a project plan. While the term change order is often used in the construction industry, change order forms can be used in any industry to explain how a project will deviate from the original scope. In this piece, you’ll learn how to create a change order template so you can address and implement project changes without skipping a beat. Bob Dylan said, “The times they are a-changin’,” and this is true.

Project cost management: Definition, steps, and benefits

Cost management is the process of planning, budgeting, and reporting project spend in order to keep teams on budget and overall costs reasonable. In this article, we'll go over the four functions of cost management and explain exactly how to use them to improve your project's bottom line. When it comes to project management, there are few things more important than keeping costs under control.