Forecast

Hey guys we wrote a book! An ebook that is 😏

We’re talking all things AI 🤖, Automation 🤖 and Analytics 🤖. Find out how you can leverage the 3 A’s to optimize your operations here: https://hubs.la/Q026hB5s0

AI, Automation, and Analytics: 3 Trends Agencies Can Leverage [ebook] AI, automation, and analytics are trends that we see everywhere right now—especially AI. See how your agency can leverage them to optimize operations.

Have you ever been in a good groove 🕺 at work where your team is comfortably at capacity and client milestones and due dates are on track? It feels nice and manageable. All is right with the world ☀️😎

Then all of a sudden a big new project comes in with a tight deadline ⛈️ Now your scrambling to reallocate resources, rearrange due dates and figure out how to get it all done on time with limited resources.

That’s where resource smoothing comes in 🧘‍♀️ This resource management tool helps you avoid disaster in the midst of the chaos.

How to Use Resource Smoothing in Project Management Resource smoothing helps deliver projects on time even when you have limited resources. Learn about the benefits, trade-offs, and tools that make it easy.

We’re proud to be a part of this year’s BIMA awards🏆 Looking forward to the ceremony on November 21st!

With so many businesses offering an array of professional services, it’s important to know how you’re going to charge clients for your specific offerings.

Whether you’re charging for time and materials or allocating resources as part of a retainer agreement, knowing the best billing model for your services can mean the difference between turning a profit or losing money.

Everything to Know About Project Billing for Professional Services Pick the best billing model for the professional services you provide so you can accurately bill clients for your projects.

Discover how is going to reshape the role of Project Managers. Instead of being replaced by technology, project managers should view AI as a tool transforming their role from managing schedules and resources to taking strategic action for their clients and teams.

So, are you ready for a future with AI?

Will AI In Project Management Replace Project Manager Roles? Applying AI to project management will transform the project manager's role. Using AI will shift the role to more strategic responsibilities.

🌟 Customer Success Story 🌟 Meet @ Pivot Group, a leading customer experience and marketing agency that skyrocketed their productivity and efficiency with the powerful Forecast and Hubspot Integration!

By streamlining their pipeline to project delivery process, they improved cross-team communication, achieved seamless collaboration and accurate project forecasting.

Discover how Forecast can revolutionize your team's workflow, too! Start your own success story today! 💪✨

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Pivot Group Uses Forecast to Connect Their Teams Pivot uses Forecast’s integration with HubSpot to create a seamless process that worked for their entire team. Why did Pivot need a new solution? Because they were feeling the pain of navigating multiple tools and platforms.

What is Portfolio Management and how does it effect your overall business?

Have all your questions answered in our complete beginner’s guide to portfolio management!

Complete Guide to Project Portfolio Management Reach your overall business goals through project portfolio management. Manage the progress of your objectives when you monitor projects holistically.

Selecting the right metrics for measuring project performance helps you better understand your opportunities for efficiency and growth.

Based on your goals, you’ll want to select the metrics that give you actionable insight into the health of your projects.

We’ve compiled a list of 11 project metrics you can start measuring today. So, no need to stress—we’ve got you covered!

How to Track and Calculate Metrics to Improve Your Team Performance Identify the key project metrics to track your resource performance so you can optimize your internal processes and deliver profitable projects.

As your business grows, so does the complexity of your teams and projects. More work means increased communications, reporting, and technology needed to keep your business operating efficiently.

One obvious growing pain is when your project management software stops adapting to the growth of your business. Your issues with the software might seem small at first, but they add up to wasted time and money. Luckily, there are clear signs of when it’s time to upgrade your project management software.

If you’re experiencing 3 or more of these signs, it’s time to take action fast.

6 Signs Your Project Management Software Needs an Upgrade Identify when you've outgrown your project management software and explore the solutions professional services automation software can provide.

We love improving our customers’ day-to-day 🤩
https://hubs.la/Q023hk8k0

What is program management and how is it different from project management? Well, it’s all in the details. Basically, project managers are looking at the trees 🌳 while program managers are looking at the forest 🌳🪨🦌

Program managers are monitoring the progression of multiple projects within a portfolio ensuring their alignment with your company’s overarching goals. So, do you think you could use a program manager on your team?

Program Management vs. Project Management: Who Manages What? Learn what a program is, how it's different from a project and the benefits of program management in comparison to project management.

Taking action toward workplace balance is a sign to your team that you care about their wellbeing. As we all know, long gone are the days of a solve-all pizza party, so what does it look like to put your team first?

Burnout is still a very real problem in the workplace that can be detrimental to the success of your team. It’s important to invest in solutions that help avoid burnout so you can watch your team feel a sense of accomplishment and thrive as a unit 🌟

5 Ways to Help Your Team Avoid Burnout The Forecast team explores 5 ways to help your team avoid burnout.

Retainer agreements provide a steady stream of income when you’re in an industry that deals in project work. It’s an agreed upon cost between you and your client for an amount of dedicated resources within a specified period of time.

But how do you know when you’re going over budget and depreciating the value of your agreement?

Tracking your work against your retainer agreement helps you see how much time and money is going into each client. By tying work to financials, you can quantify the value of your work and identify when it’s time to renegotiate your contract.

How to Track Project Financials Against Retainers How do I track project financials against retainers? Forecast created a Step-by-step guide on how to track project financials against retainers.

That's a wrap on Hubspot's INBOUND 2023! ✨ Our team enjoyed making new connections and talking all about how Forecast can improve your overall project lifecycle management. At a conference centered around AI 🤖 and how it allows you to it was fitting to share how our AI technology helps identify opportunities for risk management and overall business growth.

This was our first year at but it most certainly will not be our last. We can't wait to come back next year and do it all over again!