See how AI Fills helps delivery teams cut down post-call busywork and streamline scope docs, project updates, RAID logs, and more.

Learn how MongoDB’s professional services team uses a ‘modernization factory’ model to drive impact and change for their customers.

Your go-live moment isn’t the end. It’s your inflection point. Here’s how to turn post-implementation CX into your biggest growth lever.

Learn how professional services leaders use partner-led delivery to solve for margin, scale, and speed without bloating internal teams. 

How Proofpoint scaled services across multiple SaaS products using accountability, alignment, and a matrix model that actually works

Why do growth-stage SaaS PS teams fix the wrong problems? This Propel25 session digs deep for the answers and offers insights on balancing d

At Propel 2025, CIOs from Zoom, Palantir, Zuora, and Rocketlane shared how professional services teams can drive real transformation with AI

At Propel25, Brian Hodges of nCloud Integrators made a case for a smarter, more human way to run professional services with AI and automatio

Learn how Rocketlane uses Rocketlane to run onboarding, from dynamic project creation to customer portals and AI-powered insights.

A new professional services delivery framework built by Rocketlane to help PS orgs execute smarter and deliver outcomes consistently.

Scaling fast? Learn how Clutch’s PS team evolved operations, onboarding, tooling, and monetization while launching two major products.

How Syndicately slashed churn and grew revenue with a data-first, human-centered retention strategy.

How AlayaCare is modernizing PS with intelligent delivery, scoping innovation, and customer-focused discovery.

Discover how CLV Consultants transformed their lean team into a fully automated, scalable PS delivery engine using Rocketlane.

Learn how to calculate project ROI, and track it better with Rocketlane to improve value delivery and project profitability.

Discover various agency pricing models and learn how to choose the right model for your marketing or professional services agency.

Discover how you can manage your team’s capacity and utilization effectively with real-time insights from Rocketlane’s PSA platform.

From setting up a project budget to estimating costs, adding contingency, and tracking variances, here’s how to keep your projects on track.

Avoid budget blowouts. Master project cost estimation with clear steps, real-world examples, and smart methods tailored for PSA teams.

Propel25 explores how AI empowers teams to streamline operations, enhance customer engagement, and build reliable, scalable processes.

Cut your implementation timelines in half. Discover how smarter delivery models and AI accelerators boost PS speed and precision.

AI is redefining efficiency in professional services. Discover the mindset and methods needed to lead through this transformation.

Empathy meets AI: Learn how modern leaders use AI and automation to boost creativity, feedback, and team growth.

End-to-end excellence = raving fans. Kate Brady shares tactics to fix handoffs, fuel empathy, and drive customer value at every stage.

Learn how Actabl unified its onboarding process with Rocketlane, boosting efficiency and customer satisfaction across four brands.

Learn how PS leaders improve implementations. Jenn Brantmier dives into how empathy, influence, and iteration drive better system adoption.

Discover seven hard truths about legacy PSA tools and how Rocketlane helps modern teams boost margins and elevate client satisfaction.

Jasmine Reynolds shares strategies to stop onboarding risks before they spiral—using risk webs, stress tests, and her DIVE methodology.

Gian Luis Delgado shares how LogicGate accelerates onboarding by aligning the right people early, using empathy, and optimizing for outcomes

Lisa LaVan shares how Firstup's focus on Time-to-First-Value transformed their onboarding process, driving better customer engagement.

Learn how productizing services helps PS teams scale, sell faster, and align with sales and finance.

How MaintainX scaled PS to support hypergrowth using culture, AI, and KPI rigor.

How OpenGov turned a -50% PS margin into 30%+ profitability with data, strategy, and Rocketlane.

Overspent again? Learn how to track and control your burn rate with practical tips, formulas, and templates for PSA and IT project leaders.

Master RAID analysis to stay ahead of project risks, assumptions, issues, and dependencies. A guide for professional services teams.

Build resilience, eliminate guesswork, and make onboarding scalable—one conversation at a time.

Everything you need to know about resource planning & resource management. Discover strategies, tips, and insights for your business

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.