Congratulations! You’ve just signed a contract with a brand-new client. Now what? Although it may seem like your hard work is over, the next step in the process is just as critical to you and your customer’s success. Now, it’s time to invest in customer onboarding and...
FinTech is currently one of the world’s fastest-growing industries. From Bitcoin to Cashapp, FinTech companies are constantly finding new ways to innovate and enhance the financial sector. However, FinTech companies often have to deal with significant regulations,...
For many businesses, resource management is quickly becoming one of the most important factors to consider in business optimization. As your company grows and takes on new staff, clients, projects, and resources, you may need to adjust much of what you do in order to...
What is a project management software? “Project management is the use of specific knowledge, skills, tools and techniques to deliver something of value to people,” according to the Project Management Institute. The top project management softwares have 6...
Meet Jamie. She just got promoted to project manager. She’s excited to take on more responsibility and help grow the company. Project management can be tricky, though. That’s why we’ve created a guide to project management full of information about what it takes to...
Sometimes, projects run behind. That’s okay as long as you know why. What’s dangerous is when projects run behind and you’re not sure why. It can take a lot of organization and dedication to manually track where all the time goes in a project. Here’s how you can best...
As is typical for January, predictions for 2022 are pouring into our newsfeeds. The pandemic has proven that uncertainty and unknown factors can dramatically impact the world around us. So it's a wonder that annual forecasting is possible for businesses. We’re...
Is your desk, laptop, or desktop a flurry of random lists, notes, and reminders? If this sounds familiar, it might be time to explore the benefits of tags. Using tags for your onboarding projects can help turn a cluttered mess into an organized process. What are...
If time means money, where are you spending your time? More importantly, where are you spending your client’s time? Your client trusts you to optimize their valuable time. That means every team member must do their part to keep the onboarding process on track. But how...