Discover best practices for adopting a PSA software while reducing disruption, improving product adoption, and boosting profitability.

This guide compares the best PSA software based on real-world use cases, key features, customer reviews, and pricing.

Discover the key differences between PSA and ERP software and learn which solution best fits your business.

Learn how Rocketlane uses PostgreSQL Row-Level Security (RLS) to simplify permission logic and secure data for customer-facing teams.

Discover what professional services automation (PSA) software is, its key features, and how they can transform your business.

Is going Salesforce native right for your services org? Let’s break down the pros, cons, and better alternatives.

Learn how consulting resource management software improves resource allocation, utilization, and project efficiency for consulting firms.

Check out the Preflight community's tips for optimizing onboarding while scaling the team and delivering exceptional customer experiences.

Looking for time tracking software for consultants? Here are the best tools to track billable hours and streamline project management.

The right project management software keeps your consulting projects on track. Here’s how you can pick the best one for your team.

Discover the top 10 resource management tools to optimize team efficiency and client satisfaction for professional services teams.

AI Fills turns meetings into timely follow-ups, polished client updates, and detailed project notes—in seconds.

Service teams are embracing AI and automation to streamline workflows and boost revenue. Discover how it helps teams work smarter.

Explore the top 5 PSA software for consulting firms in 2025 to increase delivery speed, enhance productivity, and optimize client

Learn how professional services leaders are using data to drive smarter insights and decisions in the year of intelligent delivery.

Join us for Propel25 at Hyatt Regency Santa Clara! While you're here, explore these seven exciting places to visit, dine, and unwind nearby.

Stay ahead of the game in 2025 by attending the top events for professional services leaders. Gain insights and elevate your strategy.

Level up your service delivery at Propel! Connect with PS leaders, explore trends, and gain actionable insights. Don’t miss out!

Learn expert insights and industry best practices on building an intelligent professional services function at your organization.

No revenue slips through the cracks. From time logs and budgets to client-ready invoices, everything you need is now in one place.

This article explores how successful PS organizations are structuring their compensation plans to drive delivery excellence.

Learn how SaaS teams can redefine 'live' customers and optimize value realization strategies to enhance customer success and drive outcomes.

Srikrishnan Ganesan from Rocketlane discusses 5 trends impacting professional services in 2025, focusing on real industry changes

Reflecting on 2024’s top releases that elevated the way you deliver and engage with customers.

Struggling with high expectations for your CS team? Preflighters share best practices to align leadership priorities with team capacity.

Discover how PSA tools can offer valuable insights into project performance, optimize workflows, and drive greater project success.

Explore the evolution of PSA systems and why 2025 demands a next-gen solution in our latest ebook.

Discover the key professional services metrics for management reporting to gain insights into your company's performance, risks, and more.

Srikrishnan Ganesan from Rocketlane shares insights and best practices to plan your professional services budget for 2025 and beyond

Learn how to streamline and simplify your service offerings to enhance customer decision-making, reduce complexity, and boost satisfaction.

Discover strategies for aligning Professional Services with company goals to enhance customer satisfaction and drive recurring revenue.

Customers expect effortless, intuitive experiences. Discover why UX in service delivery is essential for building lasting relationships.

Learn how automation can help scale your professional services business, streamline operations, and overcome growth challenges efficiently.

Learn how you can leverage PSA software for project insights that will help improve efficiency and profitability for PS businesses.

Learn why an integrated client portal is essential for PS firms to prevent communication breakdowns between internal and customer teams.

Discover how the right professional services automation tool can drive client satisfaction and deliver high-quality customer experiences.

At TSIA World Envision, Srikrishnan Ganesan discussed top trends in project delivery and how organizations can drive impact in 2025.

A sleek, website-like experience that unites every post-sale interaction in a single place and helps unlock value for your customers faster.

Preflighters share insights and strategies to make customers accountable and equal partners in the customer onboarding journey

Preethie Vimalan and Mark Sloan from the Preflight community share insights on improving client project delivery in PS firms.

Explore effective strategies to enhance your in-app NPS response rates, optimize feedback collection, and drive meaningful engagement

Sadee Akthar shares key insights at the PropelX conference on productizing services and enhancing customer experience.

Learn how subscription-based professional services boost recurring revenue, enhance client satisfaction, and drive sustainable SaaS growth.

Discover how MongoDB is using AI to modernize legacy systems, enhance professional services, and streamline operations.

At PropelX, a panel of speakers discussed how to build a winning professional services strategies to help your organization scale.

Brett Jarvis and Kasey Smith share insights on crafting engaging client journeys in onboarding and service delivery with intent and clarity

Discover how professional services firms can overcome BI implementation challenges and enhance strategies to drive business value.

Delve into what departmental silos are in professional services firms and how they can be broken down by cross-functional collaboration.

From benefits to challenges, this blog explores the importance and impact of an efficient resource request workflow for client projects.

Discover the importance of resource request workflows. Learn about the challenges that teams face with them and how to overcome them.

Here are 3 steps you must follow to be DCAA compliant.

What is DCAA compliance, and how to get it.

Discover 5 key areas to automate in client project delivery to boost efficiency, streamline processes and enhance productivity.

Learn how to manage customer delays in onboarding with strategies like setting expectations, using SOWs, and "On Hold" processes.

Rocketlane is now HIPAA compliant! Learn how we safeguard your PHI with advanced security controls and data integrity.

Greg Daines, CEO of ChurnRX, reveals how you can reduce time-to-value and create paths to long-term client success 

The ultimate reading list for operators and owners in the professional services domain.

Staff projects faster with a streamlined resource request process and smart recommendations to find ideal resource matches.

Bob London shares three truth-seeking questions to enhance alignment and uncover valuable insights during customer implementations.

During this session of Propel24, Preethie Vimalan explores Freshwork's journey from onboarding to establishing a professional services team.

Unlock the secrets to profitability in professional services. Learn key strategies for success in today's competitive landscape.

Greg Daines, CEO of ChurnRX, shares how you can maximize customer lifetime value by focusing on customer bonding, not customer loyalty.

Experts share how you can use resource management as a tool to enhance your service organization's performance and cost-effectiveness.

Saurabh Prabhu shares expert insights on what it takes to implement solid governance and quality control systems for enterprise deployments.

Ciara Conlon of MongoDB discusses how to scale your customer onboarding function without compromising on quality or customer experience.

Discover insights on shifting to services-led innovation from Hal Stanley's compelling session at Propel24.

Jasmine Reynolds discusses how the scrum methodology can help divide the customer onboarding journey into sprints for better customer experi

Learn to create pricing models, leverage historical data, and optimize customer journeys for better profitability and service delivery.

Learn how effective customer onboarding can drive business value. Discover insights to optimize the customer journey and improve retention.

Discover Rocketlane's Sprints to manage your agile and waterfall projects in one place. Gain deep insights into your sprint performance!

Discover how to leverage KPIs to maximize operational efficiency in professional services teams. Learn best practices and drive success.

Ed Powers shares how neuropsychology can help build shared beliefs with customers, strengthen relationships, and boost customer retention.

Discover how AI and human expertise combine to enhance resource management. Insights from Susan Thomas and Gary Becker at Propel24.

Kristine Kukich explores AI's transformative impact on customer education at Propel24, covering personalization, content creation, and data

We bagged $24M in Series B funding round, marking a significant milestone in our journey.

Discover strategies and tips to effectively rally internal project stakeholders and secure their buy-in for your big initiative.

Discover a structured approach to harnessing AI to achieve customer outcomes. Learn how AI can help elevate your customer relationships.

Discover how customer satisfaction rates impact revenue, retention, and the overall health of a business. Learn how to keep customers happy.

Jarvis Harris discusses the 'first value advantage.' Learn how to lead the implementation instead of following your customers' cues.

Learn strategies to ensure onboarding success, drive impactful results during customer onboarding, and ensure customer satisfaction

At Propel24, Dennis Mahoney discusses how companies should go about developing, selling, and scaling their service products.

Discover how Meredith Mann and Star Hofer integrate AI in customer success while maintaining human connections in their Propel24 session.

Learn key insights from Jan Young's Propel24 session on productizing and packaging service offerings for profitability and growth.

At Propel24, Rocky D'Souza from Netomi discusses how you can make your services tangible and standardized to scale your organization.

Donna Weber shares her perspectives on how customer onboarding has changed, and what teams can do to adapt.

Sadee Akhtar shares learnings from how Pluralsight drives collaboration between PS and CS teams for improved and effective customer journeys

Is poor adoption and low upsell hindering your business success? Discover the top 3 data mistakes and how to fix them.

At Propel24, Mark Sloan of Asaph Advisors discusses how Professional Services teams can act proactively with their sales and HR teams.

In this Propel24 session, we discuss why customer onboarding is the key to securing revenue and how to make customer onboarding effective.

Learn how to create high-impact partner ecosystems and discover actionable strategies to maximize the potential of your partner network.

Brett Jarvis and Srikrishnan Ganesan from Rocketlane discuss why it's time to take the UX of professional services seriously.

Discover billing automation, the billing challenges professional services firms face, its benefits, and steps to streamline the process.

A detailed guide to subscription models for professional services with core components, pricing approaches, metrics to track, and more.

Explore industry best practices and benchmarks for customer onboarding that use personalization and technology for maximum efficiency.

A must-have guide for professional service firms on implementing subscription billing to drive growth and enhance customer retention.

Heather Spencer, Manager - Customer Onboarding at 1Password, shares insights, and strategies for sustaining success in customer onboarding.

Discover Rocketlane's Skills Matrix for seamless skill-to-project matching. Boost resource planning and maintain an updated skills database.

Learn how PSA tools can help streamline project management, resource allocation, and time tracking, to improve project profitability

Stop contemplating whether or not to invest in a PSA tool. Here's a guide on maximizing the ROI of PSA, benefits, and key metrics to track.

Maximize productivity in your organization with PSA tools. Discover how PSA streamlines operations and improves team performance.