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You've heard AI is turning systems of record into systems of action. Here's what that shift actually means for CRMs and consulting firms.

Ria Parish
September 28, 2026
Professional Services 101
Client Relationships
Winning Work
Growth
AI

Choosing a CRM for your consulting firm? Here's what actually matters. From tracking the bids you have out to what happens once a job is won.

Ria Parish
September 25, 2026
Professional Services 101
Client Relationships
Winning Work
PSA vs ERP: What's the Difference & How to Choose

PSA vs ERP: what each does, where they differ, and how to choose the right one for your consulting firm. A clear, honest guide for SMB services leaders.

Ria Parish
August 28, 2026
Professional Services 101
Growth
5 Reasons Not To Migrate To Deltek Vantagepoint

Deltek is steering Vision users to Vantagepoint, as they reach end-of-life in 2026. Here are 5 reasons not to make the move, and start evaluating your options instead.

Ria Parish
August 16, 2026
Professional Services 101
Deltek Vision Alternatives, Beyond Vantagepoint

Deltek Vision is ending in 2026. Before you migrate to Vantagepoint by default, here's how to weigh your Deltek Vision alternatives.

Ria Parish
July 29, 2026
Professional Services 101
Using AI to Win More Client Work: A Guide for Consulting Business Development

The shape of consulting demand has changed. More projects, smaller budgets, same BD team. AI can help at every stage of the cycle. But not every stage equally, and not in the ways most people think.

Ria Parish
June 23, 2026
Professional Services 101
Winning Work
AI
Guide To Understanding Valuation Multiples for Consulting Firms

Learn how EBITDA multiples work for consulting firms, what the realistic benchmarks are, and the six factors that move your multiple up or down.

Ria Parish
May 21, 2026
Growth
Professional Services 101
Professionalizing Your Consulting Firm

In the early stages of your consulting firm’s practice, tracking billable hours with spreadsheets was good enough. Your focus was on delivering high-quality work, and your relationship with your clients operated on implicit trust.

Jacob Lawrie
March 16, 2026
Professional Services 101
Client Relationships

We doubled billable rates at consulting firm Nexient during my tenure as CEO - but it took us 7 years. In hindsight we could have lifted prices so much faster with a Professional Services Automation tool. Instead we had our field team.

Mark Orttung
November 24, 2025
Professional Services 101
A dark gray rectangle with bright green text overlay reading, "Managing Clients in Salesforce A Consultant's Guide". There are bright green, thin lines forming a box on the right of the image and inside the box is a photo of a person in a white shirt.

Discover how integrating Salesforce with your professional services automation software helps consulting firms streamline delivery, manage resources, track time & expenses, and improve invoicing accuracy.

Nicola Stewart
Charlotte Steel
November 10, 2025
Client Relationships
Sales
A gray backgorund with green text saying, "The actual truth" and "Projectworks vs ROLL". There are two small buttons, one white that says "ROLL" and one dark gray that says "Projectworks". The "Projectworks" button has a white cursor hovering over it.

When competitors compare, accuracy matters. Recently, our friends over at ROLL published a page inviting people to “switch from Projectworks” and implying that Projectworks is little more than a timesheet tracker. We love a bit of competition between professional services tools - but not when fiction replaces fact! So, let’s clear the air and have a little fun while we’re at it 😉👇

Charlotte Steel
October 29, 2025
Professional Services 101
Project Management
Photo of consultant at work with headline reading Top 10 PSA Tools October 2025

Professional Services Automation software enables professional services organizations to effectively manage their consultants and drive profitable project delivery.

Charlotte Steel
October 15, 2025
Professional Services 101
Project Management
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