How you resource your team has a direct impact on everything from profitability to project delivery. These guides on smarter resourcing for consulting firms cover the fundamentals of capacity planning, utilization, and workload management so you can get the most from your team. We share real insights, drawing from the teams and firms using Projectworks everyday.
Turning an Operational Discipline Into a Growth Engine
Novigi has an impressive story. Since launching in 2016, they’ve scaled to 550 staff across six offices and two countries, while becoming the fastest-growing professional services firm on the AFR Fast 100 - their story is worth studying.
Tracking Time Off, the Missing Strategic Link in Your Resource Planning
”When new work comes in, we have the right people, ready to go. Winning work and protecting the team, we never have to choose just one.” How often can you confidently say the same? Facing resourcing questions about upcoming projects can sound simple, but if your schedules are built on assumptions and capacity is only estimated, face it, your resource planning is under-engineered!
Projectworks Product Update: January 2026
Happy New Year! To kick things off, we're sharing our new, smoother connection between Schedule, Resourcing, and Forecasting. Plus, do you use our QuickBooks Online or HubSpot integrations? We've added new QBO classes and enabled HubSpot Line Items to create Budgets in Projectworks, saving you valuable billable time.
New Projectworks data from over 700 firms points to one operational habit separating the fastest growers from the rest. (Spoiler alert: It's resource optimization.)
There are plenty of brilliant delivery leaders in professional services. People who keep complex projects moving, clients happy, and teams focused. They're good at what they do. (Often very good.) But a ceiling exists and most of them hit it. Not because they lack skill. Not because they haven't put in the time. But because the thing that makes someone a great delivery operator is not the same thing that makes them a credible executive. In our latest podcast episode, Projectworks CEO Mark Orttung sat down with Joanna Moore (COO at OCM and a 20-year professional services veteran across Australia, Europe, and APAC) to unpack what that transition actually looks like.
Your sales pipeline and marketing funnel are important as a source of leads and revenue, but the real driver of growth for your consulting firm may be from an unexpected source: effective resource planning. Building an efficient lead-to-close system will drive revenue, but if you can’t deliver the work efficiently and profitably, your firm isn’t actually growing; it’s just getting more busy.
Every consulting firm reaches a point in their growth journey where using spreadsheets to track hours and expenses becomes a liability. Especially as your staff and client work increases, cracks in your processes begin to form.
Of the many hats you wear as the owner of a growing consulting firm, perhaps the most time-consuming one is “data-wrangler”.
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Boutique consulting firms depend on careful planning and scheduling to grow their business. Project start and end dates are set to ensure that certain resources are available to start on a new project immediately after the completion of the current project. The limited size of their “bench” – resources available but not assigned – means that project plans must be airtight and utilization consistently high.
When a new RFP lands in your inbox, your primary thought is, “How do we win this business?” After all, new business is the lifeblood of any growing consulting firm, and there is no growth without new business.
Learn how resource planning software like Projectworks provides the forecasting data you need to know exactly when to hire your next consultant and protect your margins.
Learn how resource planning software like Projectworks can help you visualize resource availability and maximize your firm’s utilization.
Learn how PSA software integrates automated time tracking and resource management to help you scale your business and make more money.
Learn how assigning work to whoever is available rather than who is best suited to the work hurts your margins, and how resource planning software addresses this issue.
Learn how to calculate the daily cost of unassigned consultants and how to optimize your resources for higher profits.
New Projectworks data from over 700 firms points to one operational habit separating the fastest growers from the rest. (Spoiler alert: It's resource optimization.)
There are plenty of brilliant delivery leaders in professional services. People who keep complex projects moving, clients happy, and teams focused. They're good at what they do. (Often very good.) But a ceiling exists and most of them hit it. Not because they lack skill. Not because they haven't put in the time. But because the thing that makes someone a great delivery operator is not the same thing that makes them a credible executive. In our latest podcast episode, Projectworks CEO Mark Orttung sat down with Joanna Moore (COO at OCM and a 20-year professional services veteran across Australia, Europe, and APAC) to unpack what that transition actually looks like.
Your sales pipeline and marketing funnel are important as a source of leads and revenue, but the real driver of growth for your consulting firm may be from an unexpected source: effective resource planning. Building an efficient lead-to-close system will drive revenue, but if you can’t deliver the work efficiently and profitably, your firm isn’t actually growing; it’s just getting more busy.