Guides
Best practices for adopting a PSA software
Discover best practices for adopting a PSA software while reducing disruption, improving product adoption, and boosting profitability.
Guides
Finding the best PSA software
This guide compares the best PSA software based on real-world use cases, key features, customer reviews, and pricing.
Guides
PSA vs ERP: What’s the difference between PSA and ERP software?
Discover the key differences between PSA and ERP software and learn which solution best fits your business.
Professional Services Automation (PSA) Software: A Complete Guide
Discover what professional services automation (PSA) software is, its key features, and how they can transform your business.
Guides
Using data to drive intelligent professional services delivery
Learn how professional services leaders are using data to drive smarter insights and decisions in the year of intelligent delivery.
Blogs
Top 5 trends from The 2025 State of Customer Onboarding Report
What's happening in customer onboarding now and what's next? Our 2025 report reveals key trends, challenges, best practices, and more.
Guides
The 2025 guide to building an intelligent professional services delivery organization
Learn expert insights and industry best practices on building an intelligent professional services function at your organization.
Blogs
Why UX matters in building lasting customer relationships
Customers expect effortless, intuitive experiences. Discover why UX in service delivery is essential for building lasting relationships.
Blogs
Leveraging PSA software for transformative project insights
Learn how you can leverage PSA software for project insights that will help improve efficiency and profitability for PS businesses.
Blogs
How a client portal helps PS teams enhance communication
Learn why an integrated client portal is essential for PS firms to prevent communication breakdowns between internal and customer teams.
Blogs
Enhancing client experience with PSA software
Discover how the right professional services automation tool can drive client satisfaction and deliver high-quality customer experiences.
Propel24
Uses of AI in professional services
Discover how MongoDB is using AI to modernize legacy systems, enhance professional services, and streamline operations.
Propel24
Leverage KPIs to maximize operational efficiency
Discover how to leverage KPIs to maximize operational efficiency in professional services teams. Learn best practices and drive success.
Propel24
Expert insights on how to optimize the customer journey
Learn how effective customer onboarding can drive business value. Discover insights to optimize the customer journey and improve retention.
Propel24
How to get buy-in from stakeholders for your project
Discover strategies and tips to effectively rally internal project stakeholders and secure their buy-in for your big initiative.
Propel24
Elevating customer relationships in the age of AI and automation
Discover a structured approach to harnessing AI to achieve customer outcomes. Learn how AI can help elevate your customer relationships.
Propel24
Customer is king! How to keep the king pleased in 2024: Terinee Pooler
Discover how customer satisfaction rates impact revenue, retention, and the overall health of a business. Learn how to keep customers happy.
Blogs
Making data migration seamless: A guide to onboarding success
Learn how to ensure seamless data migration during customer onboarding while maintaining data integrity and security.
Propel24
Enabling high impact partner ecosystems: Christine Camp
Learn how to create high-impact partner ecosystems and discover actionable strategies to maximize the potential of your partner network.
Blogs
Choosing the right subscription model for your professional service business
A detailed guide to subscription models for professional services with core components, pricing approaches, metrics to track, and more.
Preflight Conversations
Customer onboarding and training during high growth
Preflighters share insights and strategies to make customer training and education during onboarding effective and scalable.
Blogs
Top 5 resource management KPIs to track in 2024
Discover the top 5 resource management KPIs essential for boosting profitability and learn how to track them in 2024.
Blogs
How to automate your customer onboarding process
Automate your customer onboarding processes to boost efficiency and enhance customer experience with this step-by-step guide.
Blogs
Rocketlane Automations: Making time for work that matters
Automations help you manage operations at scale effectively. Learn how you can make time for work that matters with Rocketlane Automations.
Blogs
Unlock partner-led growth for channel organizations
Leverage the expertise of partners to scale and grow sustainably. Learn how to design and execute a partner program at your organization.
Preflight Conversations
The Preflight LaunchPad: Featuring Donna Weber
Industry experts and professionals discuss how to enhance customer engagement and streamline customer onboarding processes.
Guides
Resource forecasting for professional services firms
Discover how resource forecasting helps professional services firms manage their client projects and allocate resources effectively.
Blogs
Q&A recap: From the launch of The State of Customer Onboarding 2024
Dive into the questions asked at the State of Customer Onboarding 2024 launch session and uncover valuable insights into latest trends.
Blogs
The beginner's guide to resource scheduling
Learn resource scheduling basics and discover tips to effectively manage your team's time and workload for enhanced project productivity.
Blogs
The ultimate guide to resource leveling (with techniques and examples)
Discover the ultimate guide to resource leveling and learn effective techniques for efficient resource allocation and resource management.
Blogs
What is project management and project governance?
Learn how project governance is different from project management, and how taking a more comprehensive approach can boost project success.
Resources
How to create a project plan in 3 easy steps
Learn how to create a perfect project plan in 3 easy steps. Or, download the free project plan template available below and get started.
Blogs
How to improve project performance
From enhanced collaboration to efficient project management practices, learn how to improve project productivity and achieve goals.
Guides
The ultimate resource planning and management guide 2024
Everything you need to know about resource planning & resource management in 2024. Discover strategies, tips, and insights for your business
Blogs
4 ways to use technology to level up your project management
Explore four innovative ways project managers can use technology to take their work to the next level and achieve project success.
Guides
6 steps to foolproof project planning: A comprehensive project plan guide
Learn how to create a project plan in 6 easy steps. This guide provides tips and techniques for successful project execution.
CS Ops
Designing, mapping, and optimizing post-sale processes
Jeff Beaumont shares insights on how to design, map, and optimize post-sale operations through documentation and repeatable processes.
CS Ops
Adapting to a strategic mindset for CS Ops: Gunjan Nichani
Gunjan shares tips on how CS Ops teams and professionals can adapt to a strategic mindset and uncover valuable insights for success.
CS Ops
9 tips and tricks from CS Ops leaders
Discover tips and tricks from CS Ops leaders to optimize your operations and drive better outcomes. Learn key strategies in this guide.
Guides
How to create a Gantt chart for your project
Learn how to create a Gantt chart for effective project management and planning in this step-by-step guide.
Guides
A guide to project-based accounting
Learn all about project-based accounting and project management to optimize project profitability. Discover tips on how to implement it.
Preflight Conversations
Building early customer onboarding and implementation teams
Setting up a dedicated customer onboarding and implementation team is the first step toward good customer engagement and adoption.
Best Practices
10 implementation best practices from industry leaders
Industry leaders share ten best practices for creating and delivering a successful implementation and customer onboarding process.
Blogs
Aligning your PSA with your resource management model
Optimize your business with a strategic resource management approach integrated into your PSA. Drive success and maximize efficiency.
Guides
Tips for effective communication during customer onboarding
Discover how effective communication positively impacts business growth and 10 best practices for customer onboarding communication.
Guides
Choosing the best project management tool for your business
A comprehensive guide on project management software, their must-have features, and everything you need to find the best PM tool.
Best Practices
7 ways to improve resource utilization in the next 30 days
Discover seven effective strategies to improve resource utilization and maximize efficiency for your business in just 30 days.
Blogs
Top 5 consulting pricing models for unlocking maximum profits
Discover five types of consulting pricing models, their pros and cons, and factors to consider when choosing the right pricing model.
Best Practices
Tips for tracking and analyzing billable utilization
Learn effective tips and techniques to track, measure, and optimize billable utilization for increased profitability.
Blogs
How PSA helps drive project profitability
Learn how PSA tools can help streamline project management, resource allocation, and time tracking, to improve project profitability
Guides
A guide to implementing PSA software for services business
Increase productivity and billable utilization with the help of PSA software. Learn how to implement one for your services deliveries.
Blogs
Top 20 PSA tools for resource management and project management
Discover the best professional services automation software for resource management and project management with list of top 20 PSA tools.
Blogs
How professional services automation can help streamline business processes
Discover how professional services automation and PSA tools can optimize workflows and boost efficiency in your business.
Propel23
Moving from Customer Onboarding to Professional Services
Jay, Jenn, and Matt delve into the importance of customer onboarding and how it can extend beyond mere product introduction.
Propel23
Carving out Onboarding from CS: Why, when, and how
At Propel23, Alex Farmer and Guglielmo share why it is important to carve out customer onboarding from CS.
Propel23
Setting expectations during customer onboarding
At Propel23, Mike Sasaki talks about the importance of setting expectations during customer onboarding.
Propel23
Strategies for change management during customer onboarding
At Propel23, Keishla Ceaser-Jones shares strategies for change management during customer onboarding.
Propel23
5 easy ways to scale customer onboarding
At Propel23, Jan Young shares 5 easy ways to scale and optimize your customer onboarding process.
Propel23
2023 Customer onboarding - Myths and trends
At Propel23, Rocky Dsouza debunks the myths and trends around customer onboarding in 2023.
Propel23
Scaling customer onboarding at a hyper-growth startup
At Propel23, Katie Clark talks about scaling the onboarding function at a hyper-growth startup.
Blogs
Pre-onboarding for customers: The what, why, and how
Learn about pre-onboarding for customers and why it matters. Discover 9 key tips for a powerful pre-onboarding strategy and a tool for it.
Resources
What to include in your implementation-to-customer-success handoff
Discover key tips and best practices for a successful implementation-to-customer success handoff and set up customers for long-term success.
Blogs
The 10 steps to executing a flawless kickoff meeting
Discover 10 simple steps to pull off a successful kickoff meeting. Also, explore a tool that simplifies the rest of the onboarding journey.
Blogs
7 client onboarding best practices (+ a tool to boost results)
Explore the 7 best practices for effective client onboarding. Also, discover a unique tool that makes the client onboarding smooth.
Blogs
What is Customer Onboarding? (+6 Steps You Need to Follow)
Understand customer onboarding, why it’s important, and the six steps you need to follow for successful onboarding.
Resources
20+ questions to ask while onboarding your customer
A customer onboarding questionnaire helps you understand customer expectations and provide them with a delightful experience.
Guides
Tips to build an effective customer onboarding playbook
A customer onboarding playbook brings consistency to your onboardings and helps provide delightful and collaborative customer experiences
Blogs
5 easy ways to improve your customer onboarding process
Easy-to-implement, actionable advice that will set your customer onboarding process on the course to success.
Resources
Getting to the root cause of problems in project management
The 'why' comes first, and the 'how' comes later.
Blogs
Project visibility: The secret to great customer onboarding
Ever wanted to feel like Tony Stark when he handles all those cool gadgets? Rocketlane can be your perfect sidekick!
Blogs
How Rocketlane makes customer onboarding delightful
Customer experience now made a 5-star affair, each time, every time with Rocketlane.
Blogs
On Rocketlane's Love for Collaborative Customer Onboarding
We realize customer onboarding is no single-player game. And that's why we have collaboration ingrained in each feature we build.
Propel22
Why customer onboarding is tough - war room stories
Jeff tells us why we feel onboarding is challenging and how it can be made simple.
Propel22
Customer onboarding challenges from Seed to Series B
From real scenarios at Chili Piper, learn what to do and what not to do when scaling from Seed to Series B.
Preflight Conversations
UK Office Hours: Customer Success Metrics to Track in 2022
James Stuart - hackajob, Alex Farmer - Cognite, and Tom Purcell - Kluster discuss top CS metrics and how to track them.
Propel22
Creating your first 15 training videos: Bill Cushard for Propel22
You don't have to be an exceptional designer to create your training videos. Do it simple. Learn from the expert, Bill Cushard.
Propel22
Customer Onboarding and the company organizational chart
Wondering where in your org chart your onboarding team fits in? Read on.
Propel22
Leveraging customer intelligence for onboarding success
The way forward is data driven. Learn how leveraging customer intelligence can help with onboarding success.
Propel22
Who thinks you're customer-centric? You or your customers?
How to turn the spotlight on your customers and deliver a superior customer experience, truly.
Propel22
What to do when you are delaying your customer's success
The key to customer success is preparing them for onboarding even before the phase has begun.
Propel22
Using Customer Onboarding to Accelerate Expansion and NRR
Why is Net Retention Rate important, really?
Blogs
7 Client Onboarding Best Practices
Your client onboarding could be as simple or as complicated as making a sandwich.
Resources
The ultimate checklist for a successful go-live [free template]
Go-live implementations and a best practices checklist for a triumphant go-live every single time.
Guides
Client Onboarding 101: Day One and Beyond
The 'what' and 'why' of client onboarding
Resources
What is a project kickoff meeting? (+ free template)
Project kickoff meetings and a free-to-use template
Resources
What is a resource tracker? (+ a free template)
Resource tracking for optimum resource management and a free-to-use resource tracker template
Resources
How to nail your project delivery [free template]
Project delivery tips and a free-to-use template
Blogs
Overlooked elements in the customer onboarding process
And how to make sure you keep them in mind while onboarding your customers
Blogs
The scariest thing about customer onboarding
With a lot at stake, the customer onboarding phase can be daunting. Fret not, we have you covered. Read on for some invaluable solutions
Resources
Creating the perfect project tracker [+ free template]
Project Trackers 101 and a free-to-use project tracker template.
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