Teams | Collaboration | Customer Service | Project Management

The business case for switching to a PSA: a five-step payback test

The business case for switching to a PSA comes down to three of your own numbers: what staying costs, what switching costs and how fast it pays back. Approve the switch if it still pays back in under 12 months when adoption goes half as well as planned, and pilot first if it doesn't. I work at Teamwork.com now, but in my agency roles clients asked for more inside the same retainer, and nobody priced it, so staying always looked free.

PSA security and compliance: what finance leaders should check before signing

PSA security and compliance means checking two things: that a vendor's controls are independently proven, and that your permissions keep margin data with the right people. PSA here means a professional services automation platform, which connects projects, resources and financials, not the IoT security scheme that shares the acronym. At Teamwork.com I brief agencies and research partners from the client side, and I'll take one dated, readable report over a wall of badges.

Skills in Ask AI: less prompting, more time to deliver

Skills are coming to Ask AI: saved requests you run with a single command. Type /, pick a skill, and get the status update, late-work list or timesheet check your team needs every week. No more retyping last week's prompt and tweaking it until the output looks right. Your team gets reliable answers in one step and spends its time on client delivery, not on describing it.

Why agencies are fully booked but not profitable, and how to find your cause

The main reason why agencies are fully booked but not profitable is that the calendar counts hours worked, not hours billed at the rate you sold. Looking back from Teamwork.com, over-servicing was the biggest drain of my agency years: clients asked for more inside the same retainer, and nothing recovered the cost. A full team that still can't show a profit is exhausting, and it rarely means people are slacking or clients are wrong.