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.

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

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

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

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

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

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

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

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

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

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.

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

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

What is DCAA compliance, and how to get it.

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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.

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.

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

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

PSA Software from the Rocketlane PSA helps you to manage time tracking, projects management & resource management.

Preflighters share insights and strategies to make customer training and education during onboarding effective and scalable.

Discover expert strategies for mastering expense tracking and streamlining finances with this comprehensive guide.

Explore the rationale of packaging services products and the essential elements needed to package them efficiently based on customer needs.

Generic tools choking your service delivery? Unleash efficiency, profitability & client love with Rocketlane's purpose-built PSA platform.

Discover how project governance drives success by aligning people, processes, and data. Explore key insights from Rocketlane's webinar.

Discover how Rocketlane blends automation and human touch in PS, driving efficiency while prioritizing personalized client experiences.

Discover the art of resource allocation for client projects with Rocketlane.

Discover how professional services automation and PSA tools can optimize workflows and boost efficiency in your business.

Learn how to build brand loyalty and retain customers. Discover customer onboarding and how it impacts customer acquisition and retention.

Explore expense tracking and the key benefits of implementing it. Also learn how to set up expense tracking in a PSA tool effortlessly.

Discover insights from the latest Professional Services Maturity™ Benchmark report, revealing AI's influence on service delivery models.

Discover the top 5 resource management KPIs essential for boosting profitability and learn how to track them in 2024.

Automate your customer onboarding processes to boost efficiency and enhance customer experience with this step-by-step guide.

Discover the benefits of capacity reports. Learn the various types of capacity reports and steps to build and interpret one.

Expore the difference between Professional Services Automation and Enterprise Resource Planning. Also learn their features and benefits

See how a professional services automation (PSA) software can enhance your business operations. Unlock productivity and growth potential.

Industry experts and professionals discuss how to enhance customer engagement and streamline customer onboarding processes.

Discover how Rocketlane Custom Reports unify all your data to unlock insights effortlessly.

Learn how to implement your software for a new customer with a free template using this step-by-step guide.

Learn how to optimize project profitability with these 10 smart tips that improve project management and drive continuous profitability.

Unlock growth potential and optimize operations with PSA software. Scale your business confidently and enhance client satisfaction.

Explore the basics of resource planning and forecasting with Rocketlane and discover how to streamline project management processes.

Discover the power of project health dashboards. Learn what they are and why they are essential for improving project performance.

With Rocketlane Subscriptions, gain an end-to-end view of your recurring projects in a few clicks.

Take your professional services to new heights with a subscription model that ensures your and your client's success and satisfaction.

Project planning saves time and boosts efficiency. Discover the key elements of project planning and how to master it in 6 simple steps.

Explore how professional services are adopting subscription models. Discover their benefits, best practices, and key factors to consider.

Dive into the questions asked at the State of Customer Onboarding 2024 launch session and uncover valuable insights into latest trends.

Learn best practices to optimize and improve time-to-value for implementation projects.