As consultants, managing your time is a core skill to have. You need to stay organized, productive and focused. After all, the consulting work is rarely straightforward. In a single day, you might be invoicing clients, recording billable hours, getting estimates, and more. With multiple projects, shifting priorities, and varying billing rates, your time is anything but predictable.

Workflows are a structured series of steps that take you from the beginning to the end of a process. Workflows show stakeholders what tasks are complete, when they get done, and who is responsible for them—increasing visibility and efficiency across teams. Learn the many benefits of workflows and how to start using them in your work today. The term workflow is ambiguous. For some, a workflow is a process—for others, it’s a way to organize information.

Client onboarding is highly underrated—a big mistake. After all, it is the first real experience your clients have with your business. The customer onboarding process is a systematic approach that sets the tone for your company-client relationship. Done well, it builds trust, reduces churn, and turns first-time customers into long-term advocates. But let’s face it: onboarding clients is never a linear process. That’s where smart client onboarding software comes into play.

A marketing plan helps leaders clearly visualize marketing strategies across channels, so they can ensure every campaign drives pipeline and revenue. In this article you’ll learn eight steps to create a winning marketing plan that brings business-critical goals to life, with examples from word-class teams.

At OneDesk, we recognize that each of our customers has unique needs when it comes to managing their Projects. You might be thinking that the Helpdesk features are all you need, and wonder why you should bother with Projects. Here’s why: Projects serve as powerful containers that help you organize and share items effectively. They allow you to control visibility, ensuring that only the right users or customers can see the information they need.

As we enter 2025, the role of data in shaping organizational decisions has never been more significant. Among the most transformative developments is People Analytics, a method of leveraging data to enhance decision-making related to employees. Whether it’s improving recruitment processes, boosting employee engagement, or fostering better leadership, People Analytics has become a vital tool for businesses aiming to gain a competitive edge.

A self-managed team is a group of individuals empowered to make decisions, set goals, and manage their own work processes without constant oversight from a traditional manager. These teams are responsible for organizing their own tasks, solving problems, and holding themselves accountable for their results. In a self-managed team, each member is encouraged to contribute their skills and expertise, fostering collaboration and collective responsibility.

Running a small business is like trying to get a ship through stormy seas. Deadlines crash in like waves, the budget is as tight as the sails, and your crew looks up to you for guidance to get them through it. It’s tough, but there’s a lifeboat: project management software. No matter how rough the waters get, this tool can help streamline tasks, improve communication, and keep you on track.

The product development process is a six-stage plan that involves taking a product from initial concept to final market launch. This process helps break down tasks and organize cross-departmental collaboration. Find out how to implement a process of your own. Product development is both an exciting and difficult endeavor. From initial ideation to research and prototyping, no two product launches are the same.