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Customer onboarding tools: The ultimate buyer’s Guide for B2B, SaaS & enterprise teams (2026)
Choosing a customer onboarding tool for 2026? This guide compares platforms for enterprise SaaS, services-led, and product-led teams.
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Top 10 Accelo alternatives in 2026: A buyer’s guide for professional services teams
Evaluating Accelo alternatives? This guide compares top PSA platforms for 2026 on delivery execution, financial visibility & AI-automation
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Best Kantata alternatives in 2026: Top 10 PSA software that will improve profitability for PS leaders
Explore Top Kantata PSA tool alternatives that's made for the AI-first world in 2026.
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Annual plan template for professional services in 2026: A step-by-step guide to profitable delivery (free template download)
A practical guide for PS leaders to turn strategy into execution. Forecast demand, protect margins, and plan for AI-era delivery in 2026.
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Enhancing data security with Row-Level Security (RLS) - Part 2: Implementation and key learnings
Discover how Rocketlane implemented Row-Level Security (RLS), the challenges we faced, and the key optimizations that made it work.
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Vibe PS: Reimagining Professional Services in the AI Era
Explore how new roles, delivery models, and vibe coding have the potential to shape the future of professional services
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How to make your services business more predictable, profitable, and valuable
Check out Garwood Growth’s Value Builder framework to help your services business become more predictable, profitable, and repeatable.
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The AI advantage: How IT services firms are leading the way
Garwood Growth leaders share how IT services firms are using GenAI and agentic intelligence to improve planning, delivery, and growth.
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How to measure, track, and improve ROI for your projects
Learn how to calculate project ROI, and track it better with Rocketlane to improve value delivery and project profitability.
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How to find the right pricing model for agencies
Discover various agency pricing models and learn how to choose the right model for your marketing or professional services agency.
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Mastering capacity and utilization in professional services
Discover how you can manage your team’s capacity and utilization effectively with real-time insights from Rocketlane’s PSA platform.
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Project budgeting 101: How to build and manage project budgets
From setting up a project budget to estimating costs, adding contingency, and tracking variances, here’s how to keep your projects on track.
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Cost estimation in project management: A complete guide
Avoid budget blowouts. Master project cost estimation with clear steps, real-world examples, and smart methods tailored for PSA teams.
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Legacy PSA vs Rocketlane: 7 truths buyers discover too late
Discover seven hard truths about legacy PSA tools and how Rocketlane helps modern teams boost margins and elevate client satisfaction.
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How to calculate and manage project burn rate effectively
Overspent again? Learn how to track and control your burn rate with practical tips, formulas, and templates for PSA and IT project leaders.
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What is RAID management? A complete guide
Master RAID analysis to stay ahead of project risks, assumptions, issues, and dependencies. A guide for professional services teams.
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Enhancing Data Security at Rocketlane: Adopting Row-Level Security (RLS) - Part 1
Learn how Rocketlane uses PostgreSQL Row-Level Security (RLS) to simplify permission logic and secure data for customer-facing teams.
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Salesforce native vs. Non-native: What’s better for PS teams
Is going Salesforce native right for your services org? Let’s break down the pros, cons, and better alternatives.
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Top 7 Consulting resource management software & tools: How top consulting firms plan, staff, and scale in 2026
A practical guide to consulting resource management software—what matters, what breaks, what works.
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The 7 best time tracking software for consultants: The 2025 guide
Looking for time tracking software for consultants? Here are the best tools to track billable hours and streamline project management.
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The best project management tools for consultants in 2025
The right project management software keeps your consulting projects on track. Here’s how you can pick the best one for your team.
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Top 10 resource management tools to optimize your workflow
Discover the top 10 resource management tools to optimize team efficiency and client satisfaction for professional services teams.
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The path to an intelligent, high-efficiency service delivery organization
Service teams are embracing AI and automation to streamline workflows and boost revenue. Discover how it helps teams work smarter.
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5 best PSA software for consulting firms in 2025
Explore the top 5 PSA software for consulting firms in 2025 to increase delivery speed, enhance productivity, and optimize client
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Top 5 trends from The 2025 State of Customer Onboarding Report
What's happening in customer onboarding now and what's next? Our 2025 report reveals key trends, challenges, best practices, and more.
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How to harness your PSA software to gain deeper project insights
Discover how PSA tools can offer valuable insights into project performance, optimize workflows, and drive greater project success.
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Top metrics for C-Suite reporting in professional services
Discover the key professional services metrics for management reporting to gain insights into your company's performance, risks, and more.
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Unveiling the future: The case for a next-gen PSA in 2025
Explore the evolution of PSA systems and why 2025 demands a next-gen solution in our latest ebook.
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Boosting user adoption with a better implementation program
Explore how improving your implementation program can effectively boost user adoption, enhance engagement, and ensure lasting success.
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Overcoming professional services challenges with PSA tools
Discover how PSA tools help professional services firms conquer chaos. Streamline projects, billing, and resource management with ease.
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Why UX matters in building lasting customer relationships
Customers expect effortless, intuitive experiences. Discover why UX in service delivery is essential for building lasting relationships.
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Scaling your professional services business with automation
Learn how automation can help scale your professional services business, streamline operations, and overcome growth challenges efficiently.
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Leveraging PSA software for transformative project insights
Learn how you can leverage PSA software for project insights that will help improve efficiency and profitability for PS businesses.
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How a client portal helps PS teams enhance communication
Learn why an integrated client portal is essential for PS firms to prevent communication breakdowns between internal and customer teams.
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Enhancing client experience with PSA software
Discover how the right professional services automation tool can drive client satisfaction and deliver high-quality customer experiences.
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5 must-know project delivery and PS ops trends for 2025
At TSIA World Envision, Srikrishnan Ganesan discussed top trends in project delivery and how organizations can drive impact in 2025.
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Introducing Custom Revenue Recognition: Now, enjoy a fully automated yet customizable revenue recognition experience on Rocketlane!
Cut down on manual time adjustments and prevent revenue leaks by having granular control over which hours contribute to revenue.
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Improving business intelligence strategies for PS firms
Discover how professional services firms can overcome BI implementation challenges and enhance strategies to drive business value.
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Breaking departmental silos in professional services firms
Delve into what departmental silos are in professional services firms and how they can be broken down by cross-functional collaboration.
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The importance of an efficient resource request workflow
From benefits to challenges, this blog explores the importance and impact of an efficient resource request workflow for client projects.
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Tips to overcome challenges in resource request workflows
Discover the importance of resource request workflows. Learn about the challenges that teams face with them and how to overcome them.
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Rocketlane is now HIPAA compliant to ensure the highest standards in security and privacy
Rocketlane is now HIPAA compliant! Learn how we safeguard your PHI with advanced security controls and data integrity.
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How to reduce TTV and build paths to client success
Greg Daines, CEO of ChurnRX, reveals how you can reduce time-to-value and create paths to long-term client success
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12 books that every service professional needs to read
The ultimate reading list for operators and owners in the professional services domain.
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Making data migration seamless: A guide to onboarding success
Learn how to ensure seamless data migration during customer onboarding while maintaining data integrity and security.
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Simplifying billing automation for PS businesses
Discover billing automation, the billing challenges professional services firms face, its benefits, and steps to streamline the process.
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Choosing the right subscription model for your professional service business
A detailed guide to subscription models for professional services with core components, pricing approaches, metrics to track, and more.
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Mastering modern customer onboarding: Your essential guide to success benchmarks
Explore industry best practices and benchmarks for customer onboarding that use personalization and technology for maximum efficiency.
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Mastering subscription billing: Best practices for professional service businesses
A must-have guide for professional service firms on implementing subscription billing to drive growth and enhance customer retention.
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How to master expense tracking: A guide for services firms
Discover expert strategies for mastering expense tracking and streamlining finances with this comprehensive guide.
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Unlocking the power of Resource Allocation with Rocketlane
Discover the art of resource allocation for client projects with Rocketlane.
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Balancing automation and human touch in PSA with Rocketlane
Discover how Rocketlane blends automation and human touch in PS, driving efficiency while prioritizing personalized client experiences.
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Rocketlane vs. generic project tools: Why a purpose-built PSA platform makes all the difference
Generic tools choking your service delivery? Unleash efficiency, profitability & client love with Rocketlane's purpose-built PSA platform.
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Customer onboarding benefits for retention and acquisition
Learn how to build brand loyalty and retain customers. Discover customer onboarding and how it impacts customer acquisition and retention.
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The Professional Services Maturity Benchmark™ Model
Discover insights from the latest Professional Services Maturity™ Benchmark report, revealing AI's influence on service delivery models.
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Benefits of implementing expense tracking in a PSA tool
Explore expense tracking and the key benefits of implementing it. Also learn how to set up expense tracking in a PSA tool effortlessly.
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Top 5 resource management KPIs to track in 2024
Discover the top 5 resource management KPIs essential for boosting profitability and learn how to track them in 2024.
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How to automate your customer onboarding process
Automate your customer onboarding processes to boost efficiency and enhance customer experience with this step-by-step guide.
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Rocketlane Automations: Making time for work that matters
Automations help you manage operations at scale effectively. Learn how you can make time for work that matters with Rocketlane Automations.
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Unlock partner-led growth for channel organizations
Leverage the expertise of partners to scale and grow sustainably. Learn how to design and execute a partner program at your organization.
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Steps to build and read a capacity report
Discover the benefits of capacity reports. Learn the various types of capacity reports and steps to build and interpret one.
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Software implementation plan: 6 crucial steps
Learn how to implement your software for a new customer with a free template using this step-by-step guide.
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Resource planning and forecasting with Rocketlane
Explore the basics of resource planning and forecasting with Rocketlane and discover how to streamline project management processes.
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Scaling your business with a PSA platform
Unlock growth potential and optimize operations with PSA software. Scale your business confidently and enhance client satisfaction.
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10 surefire ways to improve project profitability
Learn how to optimize project profitability with these 10 smart tips that improve project management and drive continuous profitability.
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4 reasons why you should have a project health dashboard
Discover the power of project health dashboards. Learn what they are and why they are essential for improving project performance.
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Mastering project planning in 6 Steps: Your essential guide
Project planning saves time and boosts efficiency. Discover the key elements of project planning and how to master it in 6 simple steps.
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Benefits of professional services subscription model
Take your professional services to new heights with a subscription model that ensures your and your client's success and satisfaction.
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Transitioning your PS business to a subscription model
Explore how professional services are adopting subscription models. Discover their benefits, best practices, and key factors to consider.
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How to track and improve TTV for implementation projects
Learn best practices to optimize and improve time-to-value for implementation projects.
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Q&A recap: From the launch of The State of Customer Onboarding 2024
Dive into the questions asked at the State of Customer Onboarding 2024 launch session and uncover valuable insights into latest trends.
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6 ways resource leveling could help with your next project
Discover how resource leveling can improve project efficiency. Dive into 6 ways resource leveling can enhance your next project's success.
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Resource leveling vs. resource allocation
Explore the differences between resource leveling and resource allocation in project management and how they contribute to project success.
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5 spreadsheet alternatives to boost resource management
Discover the limitations of spreadsheets and explore 5 spreadsheet alternatives for resource planning and forecasting.
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Introducing 'Resource AI': Redefining resource allocation for the modern era
Rocketlane's Resource AI instantly assembles the perfect project team, while keeping your business goals in sight!
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The beginner's guide to resource scheduling
Learn resource scheduling basics and discover tips to effectively manage your team's time and workload for enhanced project productivity.
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Resource management lifecycle: Benefits and phases
Explore the world of resource management lifecycle. Discover its different phases, and how it benefits your organization.
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Project governance: Tips for enhanced project management
Learn about project governance, types of project governance models, and project governance tips to enhance project management.
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Customer-centric project management: A 6-step guide
Explore customer-centric project management. Also, discover its advantages and 6 simple steps to become a customer-centric project manager.
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What is project governance: Unraveling its components, frameworks, and examples
Learn what project governance is, the components, frameworks and how it can help in ensuring ultimate project success.
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Understanding float and why it matters in project management
Explore the importance of float in project management. Discover how flexibility impacts success, risk mitigation, and resource allocation.
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Hybrid project management: How can it help your business?
Dive deeper into the concept of hybrid project management and its role in fostering stronger teams and driving continuous business growth.
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The ultimate guide to resource leveling (with techniques and examples)
Discover the ultimate guide to resource leveling and learn effective techniques for efficient resource allocation and resource management.
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7 project management tips for consultants to swear by
Learn how consultants can improve project efficiency, profitability, and client satisfaction with project management.
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Project success: Key pitfalls to avoid in project management
A complete guide to critical success factors in project management. Unlock best practices, avoid common failures, evaluate project success.
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Everything you need to know about project planning tools
A comprehensive guide on everything you need to know about project planning tools and how you can pick the right one for your organization.
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What is project management and project governance?
Learn how project governance is different from project management, and how taking a more comprehensive approach can boost project success.
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Winning the long game of NRR
Find out how you can win the NRR game and improve customer retention by engineering the right approach to customer onboarding and support.
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How to improve project performance
From enhanced collaboration to efficient project management practices, learn how to improve project productivity and achieve goals.
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4 ways to use technology to level up your project management
Explore four innovative ways project managers can use technology to take their work to the next level and achieve project success.
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Retainers for professional services
An in-depth walkthrough on what retainers are, their benefits, and how they can help in professional services projects.
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Rocketlane TV: Unveiling a new era of knowledge sharing
Explore Rocketlane TV, an OTT platform for expert insights in Customer Success & Professional Services. Why should Netflix have all the fun?
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5 key elements of project management and planning
Discover the role of project planning, the five essential elements of project management, and how they impact the success of your project.
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5 ways capacity planning benefits resource and project management
Discover how capacity planning enhances resource utilization in professional services for unmatched efficiency. Explore the 5 benefits that
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Aligning your PSA with your resource management model
Optimize your business with a strategic resource management approach integrated into your PSA. Drive success and maximize efficiency.
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3 different project management goals to boost success
Wondering what project management goals to track for your business? Here are 3 different project management goals to increase success.
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Can time tracking software boost your bottom line?
Find out how time tracking software can help you achieve peak profitability. Leverage accurate time monitoring to optimize productivity.
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PPM vs PSA software: What's the difference?
Learn the differences between PPM and PSA software, and find the right fit for your project and resource management needs.
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7 telltale signs of employee burnout
Discover the signs of burnout in employees and how to prevent workplace exhaustion. Take action before it's too late.
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5 capacity planning tricks to avoid project management nightmares
Learn about capacity planning, the factors that impact it, and 5 capacity planning steps to avoid project management nightmares.
19
MIN READ
Customer onboarding tools: The ultimate buyer’s Guide for B2B, SaaS & enterprise teams (2026)
Choosing a customer onboarding tool for 2026? This guide compares platforms for enterprise SaaS, services-led, and product-led teams.
Choosing a customer onboarding tool for 2026? This guide compares platforms for enterprise SaaS, services-led, and product-led teams.
20
MIN READ
Top 10 Accelo alternatives in 2026: A buyer’s guide for professional services teams
Evaluating Accelo alternatives? This guide compares top PSA platforms for 2026 on delivery execution, financial visibility & AI-automation
Evaluating Accelo alternatives? This guide compares top PSA platforms for 2026 on delivery execution, financial visibility & AI-automation
20
MIN READ
Best Kantata alternatives in 2026: Top 10 PSA software that will improve profitability for PS leaders
Explore Top Kantata PSA tool alternatives that's made for the AI-first world in 2026.
Explore Top Kantata PSA tool alternatives that's made for the AI-first world in 2026.
30
MIN READ
Annual plan template for professional services in 2026: A step-by-step guide to profitable delivery (free template download)
A practical guide for PS leaders to turn strategy into execution. Forecast demand, protect margins, and plan for AI-era delivery in 2026.
A practical guide for PS leaders to turn strategy into execution. Forecast demand, protect margins, and plan for AI-era delivery in 2026.
5
MIN READ
Enhancing data security with Row-Level Security (RLS) - Part 2: Implementation and key learnings
Discover how Rocketlane implemented Row-Level Security (RLS), the challenges we faced, and the key optimizations that made it work.
Discover how Rocketlane implemented Row-Level Security (RLS), the challenges we faced, and the key optimizations that made it work.
5
MIN READ
Vibe PS: Reimagining Professional Services in the AI Era
Explore how new roles, delivery models, and vibe coding have the potential to shape the future of professional services
Explore how new roles, delivery models, and vibe coding have the potential to shape the future of professional services
5
MIN READ
How to make your services business more predictable, profitable, and valuable
Check out Garwood Growth’s Value Builder framework to help your services business become more predictable, profitable, and repeatable.
Check out Garwood Growth’s Value Builder framework to help your services business become more predictable, profitable, and repeatable.
5
MIN READ
The AI advantage: How IT services firms are leading the way
Garwood Growth leaders share how IT services firms are using GenAI and agentic intelligence to improve planning, delivery, and growth.
Garwood Growth leaders share how IT services firms are using GenAI and agentic intelligence to improve planning, delivery, and growth.
6
MIN READ
How to measure, track, and improve ROI for your projects
Learn how to calculate project ROI, and track it better with Rocketlane to improve value delivery and project profitability.
Learn how to calculate project ROI, and track it better with Rocketlane to improve value delivery and project profitability.
5
MIN READ
How to find the right pricing model for agencies
Discover various agency pricing models and learn how to choose the right model for your marketing or professional services agency.
Discover various agency pricing models and learn how to choose the right model for your marketing or professional services agency.
6
MIN READ
Mastering capacity and utilization in professional services
Discover how you can manage your team’s capacity and utilization effectively with real-time insights from Rocketlane’s PSA platform.
Discover how you can manage your team’s capacity and utilization effectively with real-time insights from Rocketlane’s PSA platform.
5
MIN READ
Project budgeting 101: How to build and manage project budgets
From setting up a project budget to estimating costs, adding contingency, and tracking variances, here’s how to keep your projects on track.
From setting up a project budget to estimating costs, adding contingency, and tracking variances, here’s how to keep your projects on track.
6
MIN READ
Cost estimation in project management: A complete guide
Avoid budget blowouts. Master project cost estimation with clear steps, real-world examples, and smart methods tailored for PSA teams.
Avoid budget blowouts. Master project cost estimation with clear steps, real-world examples, and smart methods tailored for PSA teams.
7
MIN READ
Legacy PSA vs Rocketlane: 7 truths buyers discover too late
Discover seven hard truths about legacy PSA tools and how Rocketlane helps modern teams boost margins and elevate client satisfaction.
Discover seven hard truths about legacy PSA tools and how Rocketlane helps modern teams boost margins and elevate client satisfaction.
7
MIN READ
How to calculate and manage project burn rate effectively
Overspent again? Learn how to track and control your burn rate with practical tips, formulas, and templates for PSA and IT project leaders.
Overspent again? Learn how to track and control your burn rate with practical tips, formulas, and templates for PSA and IT project leaders.
6
MIN READ
What is RAID management? A complete guide
Master RAID analysis to stay ahead of project risks, assumptions, issues, and dependencies. A guide for professional services teams.
Master RAID analysis to stay ahead of project risks, assumptions, issues, and dependencies. A guide for professional services teams.
5
MIN READ
Enhancing Data Security at Rocketlane: Adopting Row-Level Security (RLS) - Part 1
Learn how Rocketlane uses PostgreSQL Row-Level Security (RLS) to simplify permission logic and secure data for customer-facing teams.
Learn how Rocketlane uses PostgreSQL Row-Level Security (RLS) to simplify permission logic and secure data for customer-facing teams.
5
MIN READ
Salesforce native vs. Non-native: What’s better for PS teams
Is going Salesforce native right for your services org? Let’s break down the pros, cons, and better alternatives.
Is going Salesforce native right for your services org? Let’s break down the pros, cons, and better alternatives.
19
MIN READ
Top 7 Consulting resource management software & tools: How top consulting firms plan, staff, and scale in 2026
A practical guide to consulting resource management software—what matters, what breaks, what works.
A practical guide to consulting resource management software—what matters, what breaks, what works.
5
MIN READ
The 7 best time tracking software for consultants: The 2025 guide
Looking for time tracking software for consultants? Here are the best tools to track billable hours and streamline project management.
Looking for time tracking software for consultants? Here are the best tools to track billable hours and streamline project management.
5
MIN READ
The best project management tools for consultants in 2025
The right project management software keeps your consulting projects on track. Here’s how you can pick the best one for your team.
The right project management software keeps your consulting projects on track. Here’s how you can pick the best one for your team.
6
MIN READ
Top 10 resource management tools to optimize your workflow
Discover the top 10 resource management tools to optimize team efficiency and client satisfaction for professional services teams.
Discover the top 10 resource management tools to optimize team efficiency and client satisfaction for professional services teams.
6
MIN READ
The path to an intelligent, high-efficiency service delivery organization
Service teams are embracing AI and automation to streamline workflows and boost revenue. Discover how it helps teams work smarter.
Service teams are embracing AI and automation to streamline workflows and boost revenue. Discover how it helps teams work smarter.
7
MIN READ
5 best PSA software for consulting firms in 2025
Explore the top 5 PSA software for consulting firms in 2025 to increase delivery speed, enhance productivity, and optimize client
Explore the top 5 PSA software for consulting firms in 2025 to increase delivery speed, enhance productivity, and optimize client
5
MIN READ
Top 5 trends from The 2025 State of Customer Onboarding Report
What's happening in customer onboarding now and what's next? Our 2025 report reveals key trends, challenges, best practices, and more.
What's happening in customer onboarding now and what's next? Our 2025 report reveals key trends, challenges, best practices, and more.
6
MIN READ
How to harness your PSA software to gain deeper project insights
Discover how PSA tools can offer valuable insights into project performance, optimize workflows, and drive greater project success.
Discover how PSA tools can offer valuable insights into project performance, optimize workflows, and drive greater project success.
5
MIN READ
Top metrics for C-Suite reporting in professional services
Discover the key professional services metrics for management reporting to gain insights into your company's performance, risks, and more.
Discover the key professional services metrics for management reporting to gain insights into your company's performance, risks, and more.
5
MIN READ
Unveiling the future: The case for a next-gen PSA in 2025
Explore the evolution of PSA systems and why 2025 demands a next-gen solution in our latest ebook.
Explore the evolution of PSA systems and why 2025 demands a next-gen solution in our latest ebook.
6
MIN READ
Boosting user adoption with a better implementation program
Explore how improving your implementation program can effectively boost user adoption, enhance engagement, and ensure lasting success.
Explore how improving your implementation program can effectively boost user adoption, enhance engagement, and ensure lasting success.
6
MIN READ
Overcoming professional services challenges with PSA tools
Discover how PSA tools help professional services firms conquer chaos. Streamline projects, billing, and resource management with ease.
Discover how PSA tools help professional services firms conquer chaos. Streamline projects, billing, and resource management with ease.
5
MIN READ
Why UX matters in building lasting customer relationships
Customers expect effortless, intuitive experiences. Discover why UX in service delivery is essential for building lasting relationships.
Customers expect effortless, intuitive experiences. Discover why UX in service delivery is essential for building lasting relationships.
7
MIN READ
Scaling your professional services business with automation
Learn how automation can help scale your professional services business, streamline operations, and overcome growth challenges efficiently.
Learn how automation can help scale your professional services business, streamline operations, and overcome growth challenges efficiently.
7
MIN READ
Leveraging PSA software for transformative project insights
Learn how you can leverage PSA software for project insights that will help improve efficiency and profitability for PS businesses.
Learn how you can leverage PSA software for project insights that will help improve efficiency and profitability for PS businesses.
5
MIN READ
How a client portal helps PS teams enhance communication
Learn why an integrated client portal is essential for PS firms to prevent communication breakdowns between internal and customer teams.
Learn why an integrated client portal is essential for PS firms to prevent communication breakdowns between internal and customer teams.
6
MIN READ
Enhancing client experience with PSA software
Discover how the right professional services automation tool can drive client satisfaction and deliver high-quality customer experiences.
Discover how the right professional services automation tool can drive client satisfaction and deliver high-quality customer experiences.
5
MIN READ
5 must-know project delivery and PS ops trends for 2025
At TSIA World Envision, Srikrishnan Ganesan discussed top trends in project delivery and how organizations can drive impact in 2025.
At TSIA World Envision, Srikrishnan Ganesan discussed top trends in project delivery and how organizations can drive impact in 2025.
5
MIN READ
Introducing Custom Revenue Recognition: Now, enjoy a fully automated yet customizable revenue recognition experience on Rocketlane!
Cut down on manual time adjustments and prevent revenue leaks by having granular control over which hours contribute to revenue.
Cut down on manual time adjustments and prevent revenue leaks by having granular control over which hours contribute to revenue.
7
MIN READ
Improving business intelligence strategies for PS firms
Discover how professional services firms can overcome BI implementation challenges and enhance strategies to drive business value.
Discover how professional services firms can overcome BI implementation challenges and enhance strategies to drive business value.
7
MIN READ
Breaking departmental silos in professional services firms
Delve into what departmental silos are in professional services firms and how they can be broken down by cross-functional collaboration.
Delve into what departmental silos are in professional services firms and how they can be broken down by cross-functional collaboration.
6
MIN READ
The importance of an efficient resource request workflow
From benefits to challenges, this blog explores the importance and impact of an efficient resource request workflow for client projects.
From benefits to challenges, this blog explores the importance and impact of an efficient resource request workflow for client projects.
5
MIN READ
Tips to overcome challenges in resource request workflows
Discover the importance of resource request workflows. Learn about the challenges that teams face with them and how to overcome them.
Discover the importance of resource request workflows. Learn about the challenges that teams face with them and how to overcome them.
6
MIN READ
Rocketlane is now HIPAA compliant to ensure the highest standards in security and privacy
Rocketlane is now HIPAA compliant! Learn how we safeguard your PHI with advanced security controls and data integrity.
Rocketlane is now HIPAA compliant! Learn how we safeguard your PHI with advanced security controls and data integrity.
5
MIN READ
How to reduce TTV and build paths to client success
Greg Daines, CEO of ChurnRX, reveals how you can reduce time-to-value and create paths to long-term client success
Greg Daines, CEO of ChurnRX, reveals how you can reduce time-to-value and create paths to long-term client success
3
MIN READ
12 books that every service professional needs to read
The ultimate reading list for operators and owners in the professional services domain.
The ultimate reading list for operators and owners in the professional services domain.
5
MIN READ
Making data migration seamless: A guide to onboarding success
Learn how to ensure seamless data migration during customer onboarding while maintaining data integrity and security.
Learn how to ensure seamless data migration during customer onboarding while maintaining data integrity and security.
6
MIN READ
Simplifying billing automation for PS businesses
Discover billing automation, the billing challenges professional services firms face, its benefits, and steps to streamline the process.
Discover billing automation, the billing challenges professional services firms face, its benefits, and steps to streamline the process.
7
MIN READ
Choosing the right subscription model for your professional service business
A detailed guide to subscription models for professional services with core components, pricing approaches, metrics to track, and more.
A detailed guide to subscription models for professional services with core components, pricing approaches, metrics to track, and more.
5
MIN READ
Mastering modern customer onboarding: Your essential guide to success benchmarks
Explore industry best practices and benchmarks for customer onboarding that use personalization and technology for maximum efficiency.
Explore industry best practices and benchmarks for customer onboarding that use personalization and technology for maximum efficiency.
6
MIN READ
Mastering subscription billing: Best practices for professional service businesses
A must-have guide for professional service firms on implementing subscription billing to drive growth and enhance customer retention.
A must-have guide for professional service firms on implementing subscription billing to drive growth and enhance customer retention.
6
MIN READ
How to master expense tracking: A guide for services firms
Discover expert strategies for mastering expense tracking and streamlining finances with this comprehensive guide.
Discover expert strategies for mastering expense tracking and streamlining finances with this comprehensive guide.
7
MIN READ
Unlocking the power of Resource Allocation with Rocketlane
Discover the art of resource allocation for client projects with Rocketlane.
Discover the art of resource allocation for client projects with Rocketlane.
6
MIN READ
Balancing automation and human touch in PSA with Rocketlane
Discover how Rocketlane blends automation and human touch in PS, driving efficiency while prioritizing personalized client experiences.
Discover how Rocketlane blends automation and human touch in PS, driving efficiency while prioritizing personalized client experiences.
5
MIN READ
Rocketlane vs. generic project tools: Why a purpose-built PSA platform makes all the difference
Generic tools choking your service delivery? Unleash efficiency, profitability & client love with Rocketlane's purpose-built PSA platform.
Generic tools choking your service delivery? Unleash efficiency, profitability & client love with Rocketlane's purpose-built PSA platform.
5
MIN READ
Customer onboarding benefits for retention and acquisition
Learn how to build brand loyalty and retain customers. Discover customer onboarding and how it impacts customer acquisition and retention.
Learn how to build brand loyalty and retain customers. Discover customer onboarding and how it impacts customer acquisition and retention.
5
MIN READ
The Professional Services Maturity Benchmark™ Model
Discover insights from the latest Professional Services Maturity™ Benchmark report, revealing AI's influence on service delivery models.
Discover insights from the latest Professional Services Maturity™ Benchmark report, revealing AI's influence on service delivery models.
5
MIN READ
Benefits of implementing expense tracking in a PSA tool
Explore expense tracking and the key benefits of implementing it. Also learn how to set up expense tracking in a PSA tool effortlessly.
Explore expense tracking and the key benefits of implementing it. Also learn how to set up expense tracking in a PSA tool effortlessly.
5
MIN READ
Top 5 resource management KPIs to track in 2024
Discover the top 5 resource management KPIs essential for boosting profitability and learn how to track them in 2024.
Discover the top 5 resource management KPIs essential for boosting profitability and learn how to track them in 2024.
5
MIN READ
How to automate your customer onboarding process
Automate your customer onboarding processes to boost efficiency and enhance customer experience with this step-by-step guide.
Automate your customer onboarding processes to boost efficiency and enhance customer experience with this step-by-step guide.
5
MIN READ
Rocketlane Automations: Making time for work that matters
Automations help you manage operations at scale effectively. Learn how you can make time for work that matters with Rocketlane Automations.
Automations help you manage operations at scale effectively. Learn how you can make time for work that matters with Rocketlane Automations.
5
MIN READ
Unlock partner-led growth for channel organizations
Leverage the expertise of partners to scale and grow sustainably. Learn how to design and execute a partner program at your organization.
Leverage the expertise of partners to scale and grow sustainably. Learn how to design and execute a partner program at your organization.
7
MIN READ
Steps to build and read a capacity report
Discover the benefits of capacity reports. Learn the various types of capacity reports and steps to build and interpret one.
Discover the benefits of capacity reports. Learn the various types of capacity reports and steps to build and interpret one.
5
MIN READ
Software implementation plan: 6 crucial steps
Learn how to implement your software for a new customer with a free template using this step-by-step guide.
Learn how to implement your software for a new customer with a free template using this step-by-step guide.
6
MIN READ
Resource planning and forecasting with Rocketlane
Explore the basics of resource planning and forecasting with Rocketlane and discover how to streamline project management processes.
Explore the basics of resource planning and forecasting with Rocketlane and discover how to streamline project management processes.
5
MIN READ
Scaling your business with a PSA platform
Unlock growth potential and optimize operations with PSA software. Scale your business confidently and enhance client satisfaction.
Unlock growth potential and optimize operations with PSA software. Scale your business confidently and enhance client satisfaction.
6
MIN READ
10 surefire ways to improve project profitability
Learn how to optimize project profitability with these 10 smart tips that improve project management and drive continuous profitability.
Learn how to optimize project profitability with these 10 smart tips that improve project management and drive continuous profitability.
5
MIN READ
4 reasons why you should have a project health dashboard
Discover the power of project health dashboards. Learn what they are and why they are essential for improving project performance.
Discover the power of project health dashboards. Learn what they are and why they are essential for improving project performance.
6
MIN READ
Mastering project planning in 6 Steps: Your essential guide
Project planning saves time and boosts efficiency. Discover the key elements of project planning and how to master it in 6 simple steps.
Project planning saves time and boosts efficiency. Discover the key elements of project planning and how to master it in 6 simple steps.
6
MIN READ
Benefits of professional services subscription model
Take your professional services to new heights with a subscription model that ensures your and your client's success and satisfaction.
Take your professional services to new heights with a subscription model that ensures your and your client's success and satisfaction.
5
MIN READ
Transitioning your PS business to a subscription model
Explore how professional services are adopting subscription models. Discover their benefits, best practices, and key factors to consider.
Explore how professional services are adopting subscription models. Discover their benefits, best practices, and key factors to consider.
5
MIN READ
How to track and improve TTV for implementation projects
Learn best practices to optimize and improve time-to-value for implementation projects.
Learn best practices to optimize and improve time-to-value for implementation projects.
5
MIN READ
Q&A recap: From the launch of The State of Customer Onboarding 2024
Dive into the questions asked at the State of Customer Onboarding 2024 launch session and uncover valuable insights into latest trends.
Dive into the questions asked at the State of Customer Onboarding 2024 launch session and uncover valuable insights into latest trends.
5
MIN READ
6 ways resource leveling could help with your next project
Discover how resource leveling can improve project efficiency. Dive into 6 ways resource leveling can enhance your next project's success.
Discover how resource leveling can improve project efficiency. Dive into 6 ways resource leveling can enhance your next project's success.
6
MIN READ
Resource leveling vs. resource allocation
Explore the differences between resource leveling and resource allocation in project management and how they contribute to project success.
Explore the differences between resource leveling and resource allocation in project management and how they contribute to project success.
6
MIN READ
5 spreadsheet alternatives to boost resource management
Discover the limitations of spreadsheets and explore 5 spreadsheet alternatives for resource planning and forecasting.
Discover the limitations of spreadsheets and explore 5 spreadsheet alternatives for resource planning and forecasting.
3
MIN READ
Introducing 'Resource AI': Redefining resource allocation for the modern era
Rocketlane's Resource AI instantly assembles the perfect project team, while keeping your business goals in sight!
Rocketlane's Resource AI instantly assembles the perfect project team, while keeping your business goals in sight!
5
MIN READ
The beginner's guide to resource scheduling
Learn resource scheduling basics and discover tips to effectively manage your team's time and workload for enhanced project productivity.
Learn resource scheduling basics and discover tips to effectively manage your team's time and workload for enhanced project productivity.
6
MIN READ
Resource management lifecycle: Benefits and phases
Explore the world of resource management lifecycle. Discover its different phases, and how it benefits your organization.
Explore the world of resource management lifecycle. Discover its different phases, and how it benefits your organization.
6
MIN READ
Project governance: Tips for enhanced project management
Learn about project governance, types of project governance models, and project governance tips to enhance project management.
Learn about project governance, types of project governance models, and project governance tips to enhance project management.
6
MIN READ
Customer-centric project management: A 6-step guide
Explore customer-centric project management. Also, discover its advantages and 6 simple steps to become a customer-centric project manager.
Explore customer-centric project management. Also, discover its advantages and 6 simple steps to become a customer-centric project manager.
7
MIN READ
What is project governance: Unraveling its components, frameworks, and examples
Learn what project governance is, the components, frameworks and how it can help in ensuring ultimate project success.
Learn what project governance is, the components, frameworks and how it can help in ensuring ultimate project success.
5
MIN READ
Understanding float and why it matters in project management
Explore the importance of float in project management. Discover how flexibility impacts success, risk mitigation, and resource allocation.
Explore the importance of float in project management. Discover how flexibility impacts success, risk mitigation, and resource allocation.
5
MIN READ
Hybrid project management: How can it help your business?
Dive deeper into the concept of hybrid project management and its role in fostering stronger teams and driving continuous business growth.
Dive deeper into the concept of hybrid project management and its role in fostering stronger teams and driving continuous business growth.
7
MIN READ
The ultimate guide to resource leveling (with techniques and examples)
Discover the ultimate guide to resource leveling and learn effective techniques for efficient resource allocation and resource management.
Discover the ultimate guide to resource leveling and learn effective techniques for efficient resource allocation and resource management.
5
MIN READ
7 project management tips for consultants to swear by
Learn how consultants can improve project efficiency, profitability, and client satisfaction with project management.
Learn how consultants can improve project efficiency, profitability, and client satisfaction with project management.
5
MIN READ
Project success: Key pitfalls to avoid in project management
A complete guide to critical success factors in project management. Unlock best practices, avoid common failures, evaluate project success.
A complete guide to critical success factors in project management. Unlock best practices, avoid common failures, evaluate project success.
7
MIN READ
Everything you need to know about project planning tools
A comprehensive guide on everything you need to know about project planning tools and how you can pick the right one for your organization.
A comprehensive guide on everything you need to know about project planning tools and how you can pick the right one for your organization.
5
MIN READ
What is project management and project governance?
Learn how project governance is different from project management, and how taking a more comprehensive approach can boost project success.
Learn how project governance is different from project management, and how taking a more comprehensive approach can boost project success.
5
MIN READ
Winning the long game of NRR
Find out how you can win the NRR game and improve customer retention by engineering the right approach to customer onboarding and support.
Find out how you can win the NRR game and improve customer retention by engineering the right approach to customer onboarding and support.
5
MIN READ
How to improve project performance
From enhanced collaboration to efficient project management practices, learn how to improve project productivity and achieve goals.
From enhanced collaboration to efficient project management practices, learn how to improve project productivity and achieve goals.
7
MIN READ
4 ways to use technology to level up your project management
Explore four innovative ways project managers can use technology to take their work to the next level and achieve project success.
Explore four innovative ways project managers can use technology to take their work to the next level and achieve project success.
7
MIN READ
Retainers for professional services
An in-depth walkthrough on what retainers are, their benefits, and how they can help in professional services projects.
An in-depth walkthrough on what retainers are, their benefits, and how they can help in professional services projects.
6
MIN READ
Rocketlane TV: Unveiling a new era of knowledge sharing
Explore Rocketlane TV, an OTT platform for expert insights in Customer Success & Professional Services. Why should Netflix have all the fun?
Explore Rocketlane TV, an OTT platform for expert insights in Customer Success & Professional Services. Why should Netflix have all the fun?
5
MIN READ
5 key elements of project management and planning
Discover the role of project planning, the five essential elements of project management, and how they impact the success of your project.
Discover the role of project planning, the five essential elements of project management, and how they impact the success of your project.
5
MIN READ
5 ways capacity planning benefits resource and project management
Discover how capacity planning enhances resource utilization in professional services for unmatched efficiency. Explore the 5 benefits that
Discover how capacity planning enhances resource utilization in professional services for unmatched efficiency. Explore the 5 benefits that
5
MIN READ
Aligning your PSA with your resource management model
Optimize your business with a strategic resource management approach integrated into your PSA. Drive success and maximize efficiency.
Optimize your business with a strategic resource management approach integrated into your PSA. Drive success and maximize efficiency.
5
MIN READ
3 different project management goals to boost success
Wondering what project management goals to track for your business? Here are 3 different project management goals to increase success.
Wondering what project management goals to track for your business? Here are 3 different project management goals to increase success.
7
MIN READ
Can time tracking software boost your bottom line?
Find out how time tracking software can help you achieve peak profitability. Leverage accurate time monitoring to optimize productivity.
Find out how time tracking software can help you achieve peak profitability. Leverage accurate time monitoring to optimize productivity.
5
MIN READ
PPM vs PSA software: What's the difference?
Learn the differences between PPM and PSA software, and find the right fit for your project and resource management needs.
Learn the differences between PPM and PSA software, and find the right fit for your project and resource management needs.
5
MIN READ
7 telltale signs of employee burnout
Discover the signs of burnout in employees and how to prevent workplace exhaustion. Take action before it's too late.
Discover the signs of burnout in employees and how to prevent workplace exhaustion. Take action before it's too late.
7
MIN READ
5 capacity planning tricks to avoid project management nightmares
Learn about capacity planning, the factors that impact it, and 5 capacity planning steps to avoid project management nightmares.
Learn about capacity planning, the factors that impact it, and 5 capacity planning steps to avoid project management nightmares.
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