Client Concentration Risk: What It Is, Why It Tanks Your Valuation & How to Fix It

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Consulting Advice

Client Relationships

Growth

Client Concentration Risk: What It Is, Why It Tanks Your Valuation & How to Fix It

Client concentration risk can compress your valuation and put your firm at risk. Learn what it is, how to calculate it, and how to reduce it.

Ria Parish

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Resource Management

Z Suite

Growth

Resource Optimization Strategy To Double Your Growth Rate

New Projectworks data from over 700 firms points to one operational habit separating the fastest growers from the rest. (Spoiler alert: It's resource optimization.)

Ria Parish

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Product Updates

Product Update

Projectworks Product Update: May 2026...and beyond 🚀

It May not come as a surprise to you that that we’re back this month with new features and improvements that have gone live in Projectworks. However, there's a bonus! Keep reading to get up to speed on what’s coming next and sign up for early access - there's a lot we've got planned and we'd love it to be shaped by your feedback, thoughts and wishlist.

Bernadette Keating

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Proposals

Winning Work

Your Best Proposal Content? It's Hiding

Most professional services firms have more good content than they realise. The problem isn't that it doesn't exist, it’s that it lives in different, unconnected places and no one has full visibility over it. When a new RFP lands, you feel the pain immediately. Someone opens the last similar proposal and starts copying from it. Someone else messages a colleague for the right case study. By the time the first draft is circulating, the team has spent their most focused hours on logistics that should have been solved before the bid started.

Bernadette Keating

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Consulting Advice

Professional Services 101

Growth

Guide To Understanding Valuation Multiples

Learn how EBITDA multiples work for consulting firms, what the realistic benchmarks are, and the six factors that move your multiple up or down.

Ria Parish

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Consulting Advice

Z Suite

Growth

What's My Firm Worth: How To Value Your Business

What is your consulting firm actually worth? Allen Debes and Mark Orttung have bought and sold more than 10 consulting firms between them. In this episode, they break down how buyers arrive at a number, what moves your multiple, and why exit preparation starts earlier than most founders think.

Ria Parish

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Proposals

Winning Work

The Decision Tree That Tells You How Much Proposal Effort Is Enough

Problem: “I want my team’s proposals to look polished enough to win bigger clients, but we can't decide when or if design and detailed content moves the needle or just adds noise. Every time we sit down to approach one, we get pulled between making it visually compelling, and keeping it clean and direct. Does presentation and robustness really matter, or should the work speak for itself?”

Bernadette Keating

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Resource Management

Z Suite

Resourcing

From Ops Lead to COO: What It Actually Takes to Make the Jump

There are plenty of brilliant delivery leaders in professional services. People who keep complex projects moving, clients happy, and teams focused. They're good at what they do. (Often very good.) But a ceiling exists and most of them hit it. Not because they lack skill. Not because they haven't put in the time. But because the thing that makes someone a great delivery operator is not the same thing that makes them a credible executive. In our latest podcast episode, Projectworks CEO Mark Orttung sat down with Joanna Moore (COO at OCM and a 20-year professional services veteran across Australia, Europe, and APAC) to unpack what that transition actually looks like.

Ria Parish

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Company News

Communications

Engineering

Projectworks partners with the Association of Consulting Engineers (ACE) UK for 2026

We’re pleased to share that Projectworks is now an affiliate partner of the Association for Consultancy and Engineering (ACE) in the UK for 2026.

Alison Murtagh

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Product Updates

Product Update

Projectworks Product Update: April 2026

This month we caught April Fools fever and dreamed up ‘Timeless Mode' as a way to help you with all your time problems. Before we got too carried away though, there was an exciting pace to the new features and value added to Projectworks this month. Don’t sleep on the BambooHR integration, bulk expense import or monthly view of Resourcing by Availability. Plus register to join us virtually in May for all things AI and consulting, it’s going to be a great discussion!

Bernadette Keating

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Consulting Advice

Z Suite

Growth

5 Lessons on Scaling a Consulting Firm, from the Founder of Provoke

In a recent Projectworks Podcast episode, Doug Taylor (who co-founded Provoke and scaled it to 150 staff) sat down with Mark Orttung (who took Nexient from $30m to $130m). Together, they co-wrote The $50 Million Consulting Firm, and in this episode they shared a collection of lessons they wish they'd had earlier when scaling their software consulting firms.

Jacob Lawrie

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Product Updates

Resourcing

Time Tracking

Tracking Time Off, the Missing Strategic Link in Your Resource Planning

”When new work comes in, we have the right people, ready to go. Winning work and protecting the team, we never have to choose just one.” How often can you confidently say the same? Facing resourcing questions about upcoming projects can sound simple, but if your schedules are built on assumptions and capacity is only estimated, face it, your resource planning is under-engineered!

Bernadette Keating

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Consulting Advice

Z Suite

Turning an Operational Discipline Into a Growth Engine

Novigi has an impressive story. Since launching in 2016, they’ve scaled to 550 staff across six offices and two countries, while becoming the fastest-growing professional services firm on the AFR Fast 100 - their story is worth studying.

Bernadette Keating

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Resource Management

Revenue

Growth

Double Your Revenue Growth With Effective Resource Planning

Your sales pipeline and marketing funnel are important as a source of leads and revenue, but the real driver of growth for your consulting firm may be from an unexpected source: effective resource planning. Building an efficient lead-to-close system will drive revenue, but if you can’t deliver the work efficiently and profitably, your firm isn’t actually growing; it’s just getting more busy.

Jacob Lawrie

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Invoicing Clients

Growth

Risk

Accurately Forecast Next Month’s Cash Flow With Predictive Invoicing

As a consulting firm owner, knowing your cash flow position is crucial for operations. Typically, you get a clear sense of your cash flow at the end of the month, when all of your invoices are ready to send out. But in the middle of the month, you are operating in the dark. And what about three months from now?

Jacob Lawrie

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Product Updates

Product Update

Projectworks Product Update: March 2026

It’s hard to tell if March felt too short or too long but we’ve squeezed an impactful update into the final weeks of Q1 for you! From improvements to time logging, subscription details and sync history, here’s what’s new in the Projectworks platform - your all-in-one PSA software for project intelligence.

Bernadette Keating

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Resource Management

Change Management

Project Management

A 30-day Roadmap For Transitioning From Spreadsheets To PSA Software

Every consulting firm reaches a point in their growth journey where using spreadsheets to track hours and expenses becomes a liability. Especially as your staff and client work increases, cracks in your processes begin to form.

Jacob Lawrie

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Product Updates

Time Tracking

Product Update

Integrate Your Time Tracking Software with Your Outlook Calendar for Accurate Timesheets

Sick of seeing your meetings in your calendar and wishing they'd just magically port over to your timesheet? Well, now they can! We've launched our latest integration with Microsoft Outlook, so you can see your calendar events in your Projectworks timesheet, and easily assign them to your timecodes.

Bernadette Keating

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Consulting Advice

Z Suite

Growth

3 Questions That Reveal Whether Your Consulting Firm Is Built To Scale

Many consulting firms look healthy from the outside, yet behind the scenes everything is only just holding together. Often the problem comes down to operational infrastructure that isn’t fit for purpose. Common examples include everything still depending on a small number of people, leadership teams avoiding the elephant in the room, and the firm’s Founder being the only source of new business. Sound a little too close to home? Read on, or watch the latest episode of the Projectworks Podcast below.

Jacob Lawrie

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Resource Management

Resourcing

Professional Services 101

The ROI Of Resource Management Software

Of the many hats you wear as the owner of a growing consulting firm, perhaps the most time-consuming one is “data-wrangler”.

Jacob Lawrie

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Consulting Advice

Strategy

Growth

Consulting M&A: What Actually Makes A Consulting Firm Sellable?

Most founders think about consulting M&A backwards – they think the game starts when a buyer turns up, when in fact it actually starts years earlier, in how you build the firm.

Jacob Lawrie

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Time Tracking and Expenses

Professional Services 101

Client Relationships

Professionalizing Your Consulting Firm

In the early stages of your consulting firm’s practice, tracking billable hours with spreadsheets was good enough. Your focus was on delivering high-quality work, and your relationship with your clients operated on implicit trust.

Jacob Lawrie

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Time Tracking and Expenses

Time Tracking

Resourcing

Identifying Your Over-Utilized Consultants Before They Burn Out

As a consulting firm owner, your “rockstar” consultant – the one who handles the most complex projects and requires the least amount of oversight – is actually your biggest flight risk. And not because they are in such high demand; but because they are so good at what they do, they are “first call” on projects, and that can lead to burnout if their billable hours are not planned and managed carefully.

Jacob Lawrie

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Invoicing Clients

Invoicing

Professional Services 101

How To Get Paid Faster By Eliminating Invoicing Friction

For many consulting firm owners, the end of the month means sending invoices, and waiting on the inevitable emails from your clients’ finance department requesting clarification. Common requests include a breakdown of hours on a specific phase of the project, or additional detail on a task that went over the estimated hours.

Jacob Lawrie

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Proposals

Winning Work

Sales

The New Rules To Win More Work

Winning work is getting harder for a simple reason: the shape of demand has changed. In the episode, we unpack what we’re seeing in Projectworks data, and what it means for proposals, margins, and your delivery team’s sanity.

Jacob Lawrie

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Time Tracking and Expenses

Client Relationships

Communications

How to Talk to Clients About Billable Hours

Receiving a phone call from a client about an invoice is one of the more dreaded moments in consulting. You are not only being put on the defensive about work you performed on their behalf, you have to answer questions while trying to recall a specific meeting that occurred weeks ago, or the details of a complex revision that added time to the project scope. Worst of all, your relationship with the client started deteriorating the moment they saw the invoice. So, in addition to justifying your billable hours, you have to make up for the “trust gap” and rebuild your relationship.

Jacob Lawrie

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Product Updates

Product Update

Projectworks Product Update: February 2026

Did anyone else’s February fly by? It’s mid Q1 and we are only ramping up with all of the value and new features we’re bringing you in Projectworks. This month we celebrating SOC 2 compliance as well as a new Outlook calendar integration and multi-organisation support for HubSpot users. Read to the end for your free guide to growing profitably in 2026!

Bernadette Keating

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Company News

Product Update

Projectworks is officially SOC 2 Type 2 compliant

We're proud to share that Projectworks has recently received its first SOC 2® report on our security controls. It's a milestone we've been working toward for some time, and one that means a lot to us not only as a business achievement, but as a reflection of the trust our customers place in us day to day with their data!

Bernadette Keating

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Resource Management

Resourcing

Project Management

Scenario Planning for Boutique Consulting Firms - What Happens If Projects Get Delayed?

Boutique consulting firms depend on careful planning and scheduling to grow their business. Project start and end dates are set to ensure that certain resources are available to start on a new project immediately after the completion of the current project. The limited size of their “bench” – resources available but not assigned – means that project plans must be airtight and utilization consistently high.

Jacob Lawrie

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Invoicing Clients

Invoicing

Time Tracking

Tracking Dropped Hours And Adjustments for Accurate Invoicing

In consulting, billable hour adjustments often happen at the end of the billing cycle, when the amount of hours actually worked exceeds what is reasonably expected by the client. Those hours are usually just dropped from the invoice silently, while work for the next billing cycle ramps up.

Jacob Lawrie

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Resource Management

Resourcing

Winning Work

Can You Take The Deal? Using Data To Forecast Capacity For New Work

When a new RFP lands in your inbox, your primary thought is, “How do we win this business?” After all, new business is the lifeblood of any growing consulting firm, and there is no growth without new business.

Jacob Lawrie

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Resource Management

Resourcing

Hiring

Forecasting Your Hiring Needs With PSA Software

Learn how resource planning software like Projectworks provides the forecasting data you need to know exactly when to hire your next consultant and protect your margins.

Jacob Lawrie

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Consulting Advice

Z Suite

Growth

How Firms Hit $50m: Breaking Through Consulting Firm Growth Walls

Consulting firm growth does not slow down politely. It hits a wall. One month you are humming, the next you are swamped with work but somehow moving slower.

Jacob Lawrie

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Time Tracking and Expenses

Revenue

Time Tracking

Untracked Micro-Tasks Are Draining Your Revenue

Learn how modern time tracking software like Projectworks helps consultants capture every billable minute, increasing your firm’s revenue and profitability.

Jacob Lawrie

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Invoicing Clients

Invoicing

Strategy

Why Your Invoices Are Being Ignored: 5 Common Mistakes Inflating Your DSO

Discover the 5 common billing mistakes that cause clients to delay payment and how invoicing software like Projectworks solves them.

Shannon Renz

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Consulting Advice

Growth

Z Suite

Is Your Consulting Firm Worth Buying?

Most consulting firms grow by default. Fewer grow by design. That distinction matters more than many leaders realise, especially if the goal is to build a firm that attracts a strong revenue multiple. In the first episode of Season two of The Projectworks Podcast, Mark Orttung and Dominique Rennell introduced the Growth Maturity Model they are developing to help consulting leaders answer a hard but necessary question: is your firm actually built in a way someone else would want to buy it?

Jacob Lawrie

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Consulting Advice

Strategy

Growth

Building Momentum in 2026: Financial & Operational Strategies for Modern Consultancies

Alison Murtagh

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Resource Management

Resourcing

Effective Planning Starts with Knowing Who Is Available And When

Learn how resource planning software like Projectworks can help you visualize resource availability and maximize your firm’s utilization.

Shannon Renz

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Resource Management

Resourcing

Time Tracking

When Winning New Business Causes Resource Management Panic

Learn how PSA software integrates automated time tracking and resource management to help you scale your business and make more money.

Shannon Renz

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Time Tracking and Expenses

Time Tracking

Strategy

Forgotten and Rounded Hours On Your Timesheets Are Costing You Revenue

Learn how rounding down hours on your timesheets leads to lost revenue and why switching to dedicated time tracking software is the solution.

Shannon Renz

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Consulting Advice

Strategy

Professional Services 101

5 Signs It Is Time To Switch From Spreadsheets To PSA Software

Are spreadsheets holding your firm back? Here are 5 signs your consulting business has outgrown manual spreadsheets and needs dedicated time tracking software like Projectworks.

Shannon Renz

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Product Updates

Product Update

Projectworks Product Update: January 2026

Happy New Year! To kick things off, we're sharing our new, smoother connection between Schedule, Resourcing, and Forecasting. Plus, do you use our QuickBooks Online or HubSpot integrations? We've added new QBO classes and enabled HubSpot Line Items to create Budgets in Projectworks, saving you valuable billable time.

Charlotte Steel

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Resource Management

Resourcing

Strategy

Even A Slight Mismatch In Skills Can Cost Your Consulting Firm Money

Learn how assigning work to whoever is available rather than who is best suited to the work hurts your margins, and how resource planning software addresses this issue.

Shannon Renz

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Invoicing Clients

Strategy

Invoicing

How Automation Cuts Your Billing Cycle from Days to Minutes

Learn how automated invoicing software for consultants reduces Days Sales Outstanding (DSO) and improves cash flow.

Shannon Renz

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Resource Management

Resourcing

Strategy

How Expensive Are My Unassigned Consultants?

Learn how to calculate the daily cost of unassigned consultants and how to optimize your resources for higher profits.

Shannon Renz

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Consulting Advice

Growth

Revenue

The Three Critical Metrics Consultancies Use to Scale Profit Along With Revenue

Learn how using PSA software instead of spreadsheets will increase the profitability and efficiency of your consulting business.

Shannon Renz

Right Arrow

Consulting Advice

Growth

Strategy

From IT Staffing to Consulting: What It Really Takes to Succeed

The IT staffing industry is changing fast. Slowing tech hiring, tighter procurement controls, increased MSP involvement, and rapid advances in AI are forcing staffing firms to rethink their business models and their path into IT consulting. The reality is, although most staffing firms want to develop a consulting/ SOW arm, only a small percentage of firms who set out to do it, will find success.

Jenna Donohue

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Invoicing Clients

Invoicing

Client Relationships

The Psychology of Invoicing: Why Detailed Invoices Build Trust

Discover the psychology behind billing transparency, why detailed invoices build trust, and how automated invoicing software helps strengthen relationships with your clients.

Shannon Renz

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Resource Management

Project Management

Resourcing

“A New Level of Data”: Structex Overhauls Their Firm Operations With Projectworks

Engineering expertise. Clear visibility. Confident planning.

Charlotte Steel

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Consulting Advice

Strategy

Growth

Scaling with Professional Services Automation in the Age of AI: What It Really Takes to Reach $100M

January is often a time of planning, strategizing, and envisioning after a season of reflection. You might be wondering what it will take to get to the next level of growth with your consulting firm… especially in a time where AI can rather fuel your dreams, or overcomplicate and slow you down.

Jenna Donohue

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Product Updates

Product Update

Projectworks Product Update: December 2025

Happy holidays from all of us here at Projectworks! It's the final Product Update of the year, and it's a big one.

Charlotte Steel

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Resource Management

Resourcing

Professional Services 101

3 Project & Resource Management Upgrades MBB Made In Order To Grow Their Team By 300%

MBB Group is a high-growth independent advisory business, with a reputation for solving some of Australia’s toughest infrastructure challenges. As Australia’s infrastructure pipeline began to scale rapidly, so too did MBB’s team of energy, transport, water, mining, defence, logistics, and social infrastructure experts.

Samson Phommachack

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Proposals

Winning Work

Professional Services 101

How to Write a Winning Consulting Proposal: The 2026 Strategy for AEC Firms

AEC firms win around half of the bids they submit, according to the Inspire Report. Competing in this environment is tough. You need to pitch more often just to maintain the same pipeline, and those pitches need to be sharper than ever.

Charlotte Steel

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Invoicing Clients

Project Management

Invoicing

How Projectick Saved 20 Hours a Month with Smarter Invoicing and Billing Software

When Queensland’s Projectick outgrew its old systems, it needed software that worked as hard as its projects do.

Charlotte Steel

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Resource Management

Resourcing

Product Update

Connect Scheduling With Your Resource Management Software for Smarter Projects

Great delivery starts with great project and resource planning - and professional services firms know that commercial success depends on aligning people, time, and priorities.

Charlotte Steel

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Consulting Advice

Z Suite

Winning Work

How Small to Mid-Sized Consulting Firms Win Bigger Deals - Without Being A Global Giant

When I first became CEO of consulting firm Nexient, things felt stuck. We were doing a lot of $100k, $200k, $500k projects, and were just stuck at a wall between $30M and $40M in revenue.

Mark Orttung

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Consulting Advice

Engineering

Project Management

Webinar On Demand: Mega Projects & The Road Ahead for Australia’s Engineers with NGNU & Red Fox Advisory

In this live webinar with our customers NGNU and Red Fox Advisory on Mega Projects & The Road Ahead for Australia's Engineers we brought together the directors of engineering and consulting firms to unpack what's changing, what isn't, and what their firms are doing to maximise chances of success going into 2026. Below, we share key insights from the webinar.

Samson Phommachack

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Consulting Advice

Engineering

Growth

AI for Growth: 5 Takeaways for UK Engineering Leaders

Discover 5 key takeaways from Projectworks CEO Mark Orttung on how AI and automation can accelerate engineering consultancy growth during the UK’s £725 billion infrastructure boom.

Alison Murtagh

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Product Updates

Product Update

Projectworks Product Update: November 2025

We’re entering the holiday season, but we’re still hard at work pushing out new features in Projectworks so you can start 2026 ready to crush your projects, margin, and growth goals. We focused on integration improvements in December, with the additional bonus of a totally refreshed user interface - clean, consistent, and modern, so you can manage your projects even more smoothly.

Charlotte Steel

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Consulting Advice

Project Management

Winning Work

How Catalyst for Educational Change Used Real-Time Resource and Margin Management to Increase Closure Rates by 8%

Nonprofit. Nationwide reach. Real transformation.

Charlotte Steel

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Consulting Advice

Professional Services 101

I Raised My Firm’s Prices The Slow Way. Here’s How PSA Software Would Have Made It Faster.

We doubled billable rates at consulting firm Nexient during my tenure as CEO - but it took us 7 years. In hindsight we could have lifted prices so much faster with a Professional Services Automation tool. Instead we had our field team.

Mark Orttung

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Consulting Advice

Z Suite

Growth

Five pricing questions every consulting leader should ask in 2026

If you signed a big client tomorrow at your current rates, would you be happy to live with that pricing for the next three years? Most consulting leaders I speak to quietly admit the answer is no. Wage costs have jumped, client expectations have shifted, and yet rate cards still reflect a world from two or three years ago.

Mark Orttung

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Consulting Advice

Events

Software Development

SHIFT Conference: 2026 Predictions for Software Consulting

Projectworks hosted its first virtual conference, SHIFT, for high growth US software consulting firms looking to think strategically about how they integrate AI into their internal systems, inspire culture, and standing out in 2026. Below you can catch the replay’s and key predictions from software consulting leaders.

Jenna Donohue

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Consulting Advice

Growth

Software Development

US Software & IT Consulting Trends: 2025 Year In Review

In a year shaped by AI, Software Services Firms and IT Consultancies across the United States are in a widespread reinvention moment. In this guide we break down how firms are navigating the shift, and what strategies are fuelling growth for small and mid sized firms.

Jacob Lawrie

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Consulting Advice

Growth

Architecture

2025 AU Architecture Growth Trends: A Year In Review

Across Australian Architects in 2025, the brief kept getting wider while timelines stayed tight. Clients asked for cooler streets, better shade and movement, water capture and reuse, clear Country pathways, early biodiversity checks and build-ability in view. The studios that grew recognised the pressure early, set clearer scope lines and ran a calmer delivery engine that made decisions weekly instead of monthly.

Jacob Lawrie

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Company News

Events

Engineering

Projectworks Is Sponsoring TechFest 2025

We’re excited to announce that Projectworks is a proud sponsor of TechFest 2025, taking place November 27th in London.

Alison Murtagh

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Consulting Advice

Growth

Engineering

2025 In Review: The Trends Shaping AU & NZ Engineering Firm Growth

In 2025 for the Engineering Sector down under, pipeline was the conversation irrespective of what side of the ditch your firm sat on. In Australia the pipeline grew quickly across energy, transport, water and social infrastructure. However, turning that momentum into consistent, profitable delivery was still hard for many firms. In New Zealand the public pipeline only became visible toward the end of the year. It was a tougher run, and leaders had to think differently about growth. The firms that moved ahead in both markets built a high performance delivery engine and ran it with calm discipline, thanks to visibility of all key project and business profitability metrics.

Jacob Lawrie

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Consulting Advice

Growth

Engineering

2025 UK Engineering Trends: A Year In Review

As 2025 nears its conclusion, we’ve taken stock of all we’ve heard in conversation with Engineering Consultancies across the UK – and what made the difference for firms that grew.

Jacob Lawrie

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Consulting Advice

Professional Services 101

Sales

Managing Clients With Salesforce and Your Professional Services Automation Software: A Consultant's Guide

Discover how integrating Salesforce with your professional services automation software helps consulting firms streamline delivery, manage resources, track time & expenses, and improve invoicing accuracy.

Nicola Stewart

Charlotte Steel

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Consulting Advice

Z Suite

Winning Work

5 Ways To Win More Work - From Consulting Leaders Who've Done It

It's never been easier to pump out a bland pitch - thanks ChatGPT. Unless your firm’s strategy is to be the cheapest offer on the table, here are five things your pitch will need to do to win in 2026, in order to win.

Mark Orttung

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Company News

Communications

Growth

Projectworks UK Expansion: London Office Now Open

We’re excited to announce the opening of our new office in London, England, marking a major milestone in our continued global growth.

Alison Murtagh

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Time Tracking and Expenses

Software Development

Time Tracking

No More Timesheet Admin for Software Specialists: Integrate Azure DevOps with Projectworks Time Tracking Software

Do you run a software services consultancy? Maybe you’re a delivery lead and struggling to track your employees' time accurately? If so, you probably know the pain of chasing timesheets, patching data together across tools, or realizing - too late - that your project burn has outpaced your budget.

Charlotte Steel

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Company News

Product Update

Professional Services 101

Projectworks PSA Software is a Finalist in the 2025 Xero Global App Awards

The team was excited to find out that Projectworks has been named a finalist in the 2025 Xero App Awards 2025 last week - celebrating our mission to unleash experts on the real work!

Charlotte Steel

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Resource Management

Resourcing

Professional Services 101

End Feast & Famine: How Resource Management Software Delivers Reliable Profits

Below is a practical 5-step guide to getting off the feast-and-famine roller coaster and building durable profit, healthy teams, and happier clients.

Jacob Lawrie

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Resource Management

Resourcing

Z Suite

10 Field-Tested Utilization Fixes from Leaders Who’ve Lived It

Most firms treat utilization like a thermostat. Too cold, crank it up. Too hot, hope nobody burns out. The reality is messier. Hours leak in the handoffs, decisions drift, heroes hoard the hard work, and a quiet three-week gap nukes a quarter.

Mark Orttung

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Company News

Professional Services 101

Project Management

Projectworks vs. ROLL: Setting the Record Straight on Professional Services Automation Software

When competitors compare, accuracy matters. Recently, our friends over at ROLL published a page inviting people to “switch from Projectworks” and implying that Projectworks is little more than a timesheet tracker. We love a bit of competition between professional services tools - but not when fiction replaces fact! So, let’s clear the air and have a little fun while we’re at it 😉👇

Charlotte Steel

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Product Updates

Product Update

Projectworks Product Update: October 2025

Can you believe we're already well into Q4? The Projectworks team has been hard at work pushing to make this quarter our most impactful yet.

Charlotte Steel

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Resource Management

Resourcing

Professional Services 101

8 Ways Consulting CEOs Are Lifting Profits - With Help From Resource Management Software

If your project and resource management lives in spreadsheets, everyone feels the drag - including your profits. Proposals wobble because you’re guessing who’s free. Delivery slips because project planning isn’t keeping up with project realities. Some teams are overloaded while others wait for work. It’s frustrating, it’s expensive - and it’s fixable.

Jacob Lawrie

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Resource Management

Resourcing

Professional Services 101

Grow Faster: 3 Metrics To Track With Resource Management Software

Leading a consulting firm can feel less like a job, and more like walking a tightrope - just when you’ve found the perfect balance between people, projects and profits, something shifts, and the resource management planning juggle starts again.

Jacob Lawrie

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Resource Management

Resourcing

Professional Services 101

Firefighting Again? 4 Pitfalls Fixed With Resource Management Software

If you run a growing consulting firm, you know the pattern. A client pulls a date forward, a senior consultant is out sick, two proposals land at once, and suddenly your day is spent putting out project resource management fires.

Jacob Lawrie

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Resource Management

Resourcing

Professional Services 101

6 Costly Resourcing Mistakes & Resource Management Software Fixes

Running a streamlined consultancy is hard. Demand is lumpy, teams are distributed, clients expect speed, and delivery costs keep pressure on margins. Here are the Top 6 project resource management mistakes consulting firms make every day - and 6 fast fixes that’ll protect your firm’s profit and wellbeing.

Jacob Lawrie

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Product Updates

Product Update

Clean and Consistent: We've Updated the Projectworks User Interface

The Projectworks user interface (UI) changed in November 2025.

Charlotte Steel

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Consulting Advice

Professional Services 101

Project Management

A Consultant’s Guide To Professional Services Automation Software Solutions

Professional Services Automation software enables professional services organizations to effectively manage their consultants and drive profitable project delivery.

Charlotte Steel

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Resource Management

Resourcing

Professional Services 101

8 Ways Resource Management Software Turns Your Bored Bench Into Billable Work

Firm struggling to make a profit, despite your team always feeling slammed? You’re living the classic project resource management paradox - here’s 8 ways to escape it.

Jacob Lawrie

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Invoicing Clients

Professional Services 101

Invoicing Software for Consulting: Easy, branded PDF Templates

For consulting firms, the invoice is more than a receipt, it is the moment revenue becomes cash. The last mile often slips: wrong entity, inconsistent branding, unclear breakdowns, or formatting that stalls in AP. Invoice templates fix this at the root: design once, apply everywhere, and generate professional invoices your clients approve on the first pass.

Jacob Lawrie

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Resource Management

Professional Services 101

Resource Management Software: Plan Capacity With Placeholders

When a new project lands, the brief is clear, but your team capacity isn’t. Do you staff from a stretched bench, hire contractors, or push the start date? Smart firms use resource management software to model demand up-front with placeholder resources – so you can commit with confidence, protect margin, and avoid last-minute scrambles.

Jacob Lawrie

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Time Tracking and Expenses

Professional Services 101

Time Tracking Software For Consulting: Make Timesheets Stick

When it comes to time tracking, no-one needs another “where to click” tutorial. The real challenge is creating a daily habit that gives you clean, connected data – so you staff smarter, bill faster, and catch risk early. Here’s a practical approach to consulting time tracking used by high-performing firms, with examples of how teams run it in Projectworks.

Jacob Lawrie

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Resource Management

Resourcing

Professional Services 101

5 Ways to Stop Gut-Feel Resourcing with Resource Management Software

It’s Monday. An RFP lands. Someone asks who can lead it next month. Silence. Spreadsheets open, calendars are scanned, and the best guess wins. It’s gut-feel resourcing, rather than resource management planning, and it’s eroding your profits.

Jacob Lawrie

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Consulting Advice

Time Tracking

Professional Services 101

6 Profit Leaks – And How To Plug Them With Time Tracking Software

In this article, we uncover 6 hidden ways poor time and expense tracking can bleed profit - and how modern time tracking software like Projectworks can plug the gaps.

Jacob Lawrie

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Consulting Advice

Engineering

Strategy

Kiwi Engineering Leaders on Tough Calls and Commercial Decisions for 2026. On-demand Webinar

Together with our industry partners, ACE New Zealand, we had over 90 engineering leaders from across Aotearoa register to attend a conversation about the commercial and operational calls leaders are making to steer their firms through 2025 and position for work expected in 2026.

Samson Phommachack

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Consulting Advice

Z Suite

Hiring

The Talent Pipeline Tightrope: Lessons from Scaling with Vicky Papa

Most consulting execs think the biggest challenge in scaling is sales. It isn’t. Or at least, it isn’t only sales. The real challenge is scaling both pipelines at once – revenue and talent. If you grow one without the other, you break. Sales without delivery capacity shatters trust. Talent without sales leaves people on the bench and drains morale.

Mark Orttung

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Consulting Advice

Change Management

Z Suite

Change isn't optional anymore. Here's how to ride the reinvention rollercoaster.

Every consulting leader I speak to is feeling it: the clock’s ticking. You’ve got to hit the numbers, deliver the projects, win the work - and on top of all that, get ahead of the AI wave before it wipes your firm out. Spoiler alert — I don’t have all the AI answers, or a five-step playbook. What I do have is a ton of trial and error, and some lightbulb moments from Episode 03’s Z Suite conversation with bdna COO Karyn Smith.

Mark Orttung

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Consulting Advice

Growth

Strategy

Scaling a Consulting Firm: The Cheat Sheet Every Consulting Leader Needs

Scaling a consulting firm isn’t theory for us - it’s lived experience. We've developed a play-by-play cheat sheet that comes from years of leading and growing firms through every messy, exhilarating stage of the journey. We've made every mistake along the way, which means you don’t have to.

Mark Orttung

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Consulting Advice

Growth

Z Suite

Growth breaks consulting firms. Here's how to fix yours.

I thought growing a consulting firm would be like stacking bricks. Turns out, it’s more like juggling knives. It’s risky. It’s messy. It’s thrilling. And it can cut you if you’re not careful. In Episode 02 of the Z Suite, Groundline GM Kyle James and I wrestled with the five things growth breaks fastest - and how to growth-proof them.

Mark Orttung

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Product Updates

Product Update

Project Management

Your budgets, better: We’ve upgraded project budget and pricing in Projectworks

We’ve made building budgets in Projectworks simpler and more flexible. A solid project budget helps you understand project performance by comparing projected burn to your budget and projected revenue. This stops you from overspending and maximizes your project margins - and your impact.

Charlotte Steel

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Consulting Advice

Strategy

Growth

The Five Metrics That Matter: A Growth Playbook for Professional Services Firms in 2025

Across geographies and disciplines, the firms that thrive share one thing: they run their businesses with clarity. And that clarity comes from tracking and acting on five core metrics. These metrics are not just numbers, they are the heartbeat of growth-ready firms.

Shannon Renz

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Consulting Advice

Software Development

Strategy

North American Software Firms: Why Visibility and Discipline Are Everything

AI may be dominating headlines, but the real story for software consultancies is delivery discipline. Firms that can’t run lean, predictable operations will not survive this transition.

Shannon Renz

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Consulting Advice

Engineering

Strategy

Solving the Talent Crunch: How Australian Engineers Can Stay Competitive

Demand is surging, but people are stretched to breaking point. Retention is shaky, hiring is hard, and gaps in training are widening. For many Australian firms, the biggest risk is no longer the pipeline, it’s the talent needed to deliver it.

Shannon Renz

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Consulting Advice

Architecture

Strategy

Why Compliance Risk is the Biggest Challenge for Aussie Architects

Compliance has always been part of architecture. But in today’s Australia, it has become the single biggest source of risk for firms. From bushfire codes to accessibility mandates, regulation is evolving faster than many firms can keep up.

Shannon Renz

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Consulting Advice

Engineering

Strategy

Breaking the Talent Bottleneck in New Zealand Engineering

The biggest obstacle to growth in New Zealand’s engineering industry is not investment, it’s talent. After years of layoffs and stalled projects, the workforce is thin. Young graduates aren’t entering fast enough, and experienced engineers are harder than ever to retain.

Shannon Renz

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Consulting Advice

Engineering

Strategy

From Talent Gaps to Tech: How UK Engineering Firms Can Survive the Crunch

The UK’s engineering industry is brimming with opportunity, but firms are running headfirst into a structural challenge: the skills shortage. Skilled professionals are thin on the ground, and rising costs make hiring even tougher. The result? Many consultancies are trying to do more with less, often at the expense of margins and client trust.

Shannon Renz

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Consulting Advice

Software Development

Strategy

AI is Reshaping Software Consulting in North America. Is Your Firm Ready?

AI is fundamentally reshaping how software services are delivered, valued, and priced. Across North America, software consultancies are confronting a new reality: clients want more strategic value, new competitors are emerging, and delivery models are being reinvented in real time.

Shannon Renz

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Consulting Advice

Engineering

Strategy

Australia’s Engineering Moment: Big Projects, Big Pressure

Australia’s engineering moment has arrived. But opportunity without control is a recipe for missed deadlines, shrinking margins, and reputational risk. The firms that win will be the ones that lead with structure, not scramble with spreadsheets.

Shannon Renz

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Consulting Advice

Architecture

Strategy

Form Meets Future: How Australian Architects Can Lead the Next Decade

The Australian architecture industry is entering a new chapter, one defined by urban intensification, climate adaptation, and rising compliance demands. For firms, the stakes have never been higher. The work matters more than ever, but it has also never been harder to deliver with control.

Shannon Renz

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Consulting Advice

Engineering

Strategy

Opportunity vs Pressure: The Dual Reality for New Zealand Engineering in 2025

New Zealand’s engineering sector stands on the edge of both extraordinary potential and significant risk. The consultancies that invest now, in clarity, control, and operational maturity, will be tomorrow’s leaders.

Shannon Renz

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Consulting Advice

Engineering

Strategy

Billions in the Pipeline: What UK Engineering Firms Need to Know in 2025

For small and mid-sized engineering consultancies in the UK, the difference between leading the next decade and being left behind comes down to readiness, operational discipline, and the ability to deliver under unprecedented pressure.

Shannon Renz

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Consulting Advice

Growth

Z Suite

Most M&A's fail. Here's how to make sure yours doesn't.

I thought selling a consulting firm would be like landing a big project. Turns out, it’s nothing like that. It’s emotional. It’s messy. It’s six months of all-consuming work. In Episode 01 of Z Suite Live, I swapped M&A battle stories with Allen Debes, CEO of Koniag Capital. We've pulled together the five things we wish we’d known before our first deal. It’s not a corporate M&A manual. It’s a founder’s cheatsheet you can use tomorrow. Steal it. Use it. Tell me how it goes.

Mark Orttung

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Consulting Advice

Growth

Strategy

Scaling without the chaos: How Scendea grew 168%

Growing a consultancy sounds exciting. In reality, it often feels like holding everything together with spreadsheets, shared drives, and late-night phone calls. That was where Scendea, a specialist biotech consultancy, found themselves in 2020. They were delivering world-class regulatory and product development support to life sciences clients, but their internal systems weren’t keeping up. Budgets were in Excel. Timesheets in ClickTime. Resourcing happened through phone calls. It got them by for a while, but it wasn’t sustainable — and it certainly wasn’t going to get them where they wanted to go.

Alison Murtagh

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Company News

Client Relationships

Product Update

Projectworks wins 36 Badges in G2’s Summer 2025 Reports - including Momentum Leader in Project Management

We’re excited to share that Projectworks has earned 36 badges in the G2 Summer 2025 Reports, with standout placements across categories like Project Management, Professional Services Automation, Resource Management, and more.

Charlotte Steel

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Product Updates

Product Update

Projectworks Product Update: July 2025

In July, we enhanced margin reporting and expanded our customer review program. Plus - since its release in June, 35% of Projectworks users have explored the new custom reporting engine. Have you tried it yet? We’d love to hear what you think.

Charlotte Steel

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Resource Management

Professional Services 101

Project Management

6 Resource Allocation Challenges Faced By Consultants and How to Solve Them

This guide explores the common challenges of resource allocation and offers practical tips to help you plan better, avoid bottlenecks, and keep your projects on track with resource management software.

Jacob Lawrie

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Time Tracking and Expenses

Professional Services 101

Project Management

Mastering Time Tracking Through Software: A Guide for Consultants and Professional Services Firms

Modern professional service businesses often need to manage a hybrid workforce. Whether your consultants are delivering on-site, working remotely, or attending client meetings, professional time tracking software makes billing hours and attributing time to clients precise and easy.

Jacob Lawrie

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Resource Management

Professional Services 101

Project Management

Smarter Capacity Planning For Large Teams With Resource Planning Software

At service firms of any size, the efficiency of your team has a large influence on your profitability. Large teams are capable of producing big profits, but they can also be more susceptible to costly inefficiencies. The right resource management software provides the visibility and controls large teams need to protect utilization and margin.

Jacob Lawrie

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Time Tracking and Expenses

Project Management

Professional Services 101

Beyond the Spreadsheet: How Leading Consulting Firms Automate Time Tracking

Your inventory is your time. If you aren't tracking it with precision, you aren't just losing minutes, you’re losing margin. While "time is money" is a cliché, for a growing professional services firm, it is the difference between a profitable quarter and a massive write-off.

Jacob Lawrie

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Consulting Advice

Benchmarks

Professional Services 101

Professional services business models, benchmarks and how PSA software can help

Curious how your firm stacks up against the competition? This article is for you. Diving deep into what you should be measuring and how PSA software can help, you’ll leave this article with a fresh new approach to the way you run your business.

Jacob Lawrie

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Consulting Advice

Growth

Revenue

Billions on the table: What the UK Spending Review means for growth-focused consultancies

The UK government's 2025 Spending Review presents major opportunities for consultancies in engineering, software, and architecture. Learn how to leverage targeted investments in infrastructure, digital, defence, and sustainability for growth.

Alison Murtagh

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Consulting Advice

Professional Services 101

Project Management

Free net margin calculator: The brutal truth about your consulting firm's real profitability

Net margin is the percentage of revenue that remains as profit after accounting for all costs. For professional services firms drowning in spreadsheets and financial guesswork, this metric reveals the truth about your business that surface-level numbers often hide.

Charlotte Steel

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Consulting Advice

Professional Services 101

Project Management

Expert Time is Too Valuable to Waste: Integrating Your Professional Services Automation Software with Xero

Your consultants didn't spend years honing specialized expertise just to waste it on spreadsheets no one trusts. Here, you’ll learn about the PSA tools that will drive your growth - and seamlessly integrate with your accounting platform.

Charlotte Steel

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Consulting Advice

Professional Services 101

Accounting

Beyond basic bookkeeping: How Xero PM integration transforms project economics

Accounting isn't project management. Project management isn't accounting. Yet consulting firms insist on forcing these fundamentally different disciplines together through manual processes, spreadsheets, and prayers to the Excel gods. It's time for consulting to take a good look in the mirror…

Charlotte Steel

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Product Updates

Product Update

Project Management

Turn Data Into Decisions with Custom Reports in Projectworks' Professional Services Reporting Software

When data drives your decisions, your impact is even greater. Our new custom reporting feature in our project reporting software for professional firms is designed for experts looking for insights at their architecture, engineering, management, or software services consultancies. Whether you’re a CEO, project manager, or accountant - if you have the technical skills, you can build and edit the unique reports that matter most to you.

Charlotte Steel

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Consulting Advice

Accounting

Project Management

Professional Services Automation (PSA) Software with a Xero Integration

The problems your engineering, management, or architecture firm tackles are too important, and your experts' time far too valuable, to waste on ineffective integrations that create more work than they eliminate.

Charlotte Steel

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Consulting Advice

Professional Services 101

Project Management

Free operating margin calculator: The KPI your firm can’t afford to ignore

Your firm might be bringing in millions in revenue - but without a clear view of your operating margin, you could still be losing ground. Operating margin reveals how efficiently your entire business runs after covering the real costs of winning and delivering work - not just direct project expenses, but sales, marketing, and overhead. Ignore it, and you risk overvaluing revenue while undervaluing operational discipline. Firms that track and understand operating margin can protect profits even in volatile markets.

Charlotte Steel

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Consulting Advice

Professional Services 101

Project Management

Free gross margin calculator: Instantly understand your project portfolio

Most professional services leaders make a critical mistake: treating gross margin as a backward-looking accounting metric rather than the forward-looking decision engine it should be.

Charlotte Steel

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Consulting Advice

Professional Services 101

Accounting

Manual Xero data-entry: The silent killer of engineering firm profitability

Charlotte Steel

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Consulting Advice

Professional Services 101

Professional purchase order template: Stop burning money on admin busywork

Boutique consulting firms waste valuable billable capacity on administrative tasks that add zero client value. Purchase orders are among the worst offenders.

Charlotte Steel

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Consulting Advice

Revenue

Risk

UK tax changes 2025: What growing consultancy firms need to know

Your firm’s profitability is about to take a hit. The new UK tax rules that came into force on 6 April 2025 directly affect labour costs, cash flow, and exit planning for consultancy and professional-services businesses. Employer National Insurance Contributions (NICs) are up, reliefs have shifted, and Capital Gains Tax (CGT) is climbing - making financial agility a competitive necessity. In this post, we break down the key developments and explore practical steps consultancies can take to navigate them.

Alison Murtagh

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Consulting Advice

Professional Services 101

Project Management

Free account margin calculator: See which clients are actually profitable

Let's be honest: in today's hyper-competitive market, your firm can't afford to fly blind on account margins while your competitors use them to fuel rapid growth.

Charlotte Steel

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Product Updates

Product Update

Projectworks Product Update: May 2025

We're more connected than ever! Integrate with Employment Hero to effortlessly track employee leave and resource your projects efficiently. Plus, flexibly adjust time entries prior to invoicing, and discover our new Refer a Friend Program - where you get paid for sharing the Projectworks love.

Charlotte Steel

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Resource Management

Product Update

Resourcing

Connect Employment Hero To Resource Management Software for Effortless Leave Tracking

Sick of logging employee across disconnected systems? Getting surprised by requested leave not showing up in your resource planning tool? Dealing with the fallout of inaccurately resourced projects? We’ve solved these common problems with our latest project and resource management integration.

Charlotte Steel

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Company News

Growth

Get paid to spread the love with our new Refer a Friend Program

Our referral program is the easiest way to earn $1,000 without running a project.

Charlotte Steel

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Product Updates

Product Update

Projectworks Product Update: April 2025

Discover our latest release - kick admin to the curb by filling or reducing your timesheet to capacity with one click. Plus, revisit custom cost rates by project and time code to achieve more accurate project margins.

Charlotte Steel

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Consulting Advice

Strategy

Risk

How do changes to tariffs affect consulting firms?

When U.S. tariffs shift, businesses feel it, and so do the consultants who support them. Learn how policy changes are reshaping priorities, pressure, and potential.

Nicola Stewart

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Product Updates

Product Update

New in Projectworks: January - March 2025

We’ve made managing your projects even easier with our recent releases - adding more custom fields, new audit records, improving report performance, and implementing a .NET Core upgrade.

Charlotte Steel

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Consulting Advice

Strategy

The Consulting Balance

Top 10 tips for growing your business

All you need to know about building your consulting firm into a successful, saleable business.

Mark Orttung

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Product Updates

Product Update

Projectworks Product Update: February 2025

Custom fields make Projectworks more flexible to meet the unique needs of your business. Plus, refine your margin reporting with a new revenue calculation.

Charlotte Steel

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Consulting Advice

Strategy

The Consulting Balance

The final stage to selling your business - closing the deal

How there is so much more to selling than finding a purchaser.

Mark Orttung

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Consulting Advice

Strategy

The Consulting Balance

How to successfully sell your business

Insights and advice on managing the challenges that come with selling your business.

Mark Orttung

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Consulting Advice

Strategy

The Consulting Balance

Knowing when to sell your business

A first hand account of selling a $100m+ consultancy.

Mark Orttung

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Product Updates

Product Update

Projectworks Product Update: January 2025

We’re launching a new monthly product update to keep you up-to-date with the latest in Projectworks. Plus - did you miss our purchase order feature? Here’s everything you need to know.

Charlotte Steel

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Consulting Advice

Client Relationships

The Consulting Balance

Growing your business when the chips are down

A quarter by quarter account of a consultancy surviving then thriving in lockdown.

Mark Orttung

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Partner Program

Client Relationships

Growth

Introducing our 2025 Partner Program

At Projectworks, we believe in partnerships that foster mutual growth. Our mission is to create opportunities that not only empower you to scale your business but also help us achieve shared success. That’s why we’re thrilled to kick off 2025 with a revamped Partner Program that’s designed with you in mind.

Alison Murtagh

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Consulting Advice

Strategy

The Consulting Balance

How to help your business through a crisis

Tips and learnings on surviving great challenges in your business.

Mark Orttung

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Consulting Advice

Benchmarks

Revenue

2025: The Top 10 Professional Services Firms (Revenue + Margins)

These top 10 professional services businesses symbolize the pinnacle of global success.

Nicola Stewart

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Company News

Product Update

New in Projectworks: October - December 2024

This quarter, we focused on that perennial problem in professional services - the timesheet. Our new features make timesheets more efficient, helping you maximize billable hours and make sure time entries are submitted on time, every time. Plus, find out what’s coming in 2025…

Charlotte Steel

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Consulting Advice

Strategy

The Consulting Balance

When buying commercial property is better than renting

Advice and insights into finding the perfect workspace for your growing team.

Mark Orttung

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Consulting Advice

Growth

The Consulting Balance

How to manage the challenges of rapid growth

How your growing business will give you growing pains.

Mark Orttung

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Consulting Advice

Strategy

The Consulting Balance

Five key insights into managing client issues

How to avoid the pitfalls of working for clients.

Mark Orttung

Allen Debes

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Consulting Advice

Strategy

The Consulting Balance

How to prepare your business for acquisition

Mark’s debut as a CEO selling a multi-million dollar consultancy.

Mark Orttung

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Consulting Advice

Strategy

The Consulting Balance

How to build a winning methodology in professional services

How a robust methodology is key to growing your business.

Mark Orttung

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Consulting Advice

Engineering

Benchmarks

Engineering services today: trends, challenges, and opportunities

Explore the latest trends and insights shaping the future of engineering services in 2025, from economic challenges to tech-driven growth opportunities.

Nicola Stewart

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Consulting Advice

Revenue

Project Management

Managing Project Costs And Staying On Budget Using PSA Software

Effective project cost management is the key to staying on budget and ensuring profitability. From estimating costs to handling scope changes, here’s how to keep your projects financially on track using PSA Software

Jacob Lawrie

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Partner Program

Professional Services 101

Benchmarks

22 Consulting industry terms & metrics you need to know

Master the must-know terms—billable hours, utilization rates, and more—with this essential glossary!

Nicola Stewart

Alison Murtagh

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Time Tracking and Expenses

Professional Services 101

Project Management

Increase Your Billable Hours With Time Tracking Software For Consultants

Ready to boost your billable hours? Here’s how top consultants use time tracking software make every hour count.

Jacob Lawrie

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Consulting Advice

Communications

The Consulting Balance

Top 12 tips for building lasting client relationships

Mark describes how he secured $10m clients over three clear phases.

Mark Orttung

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Financial Reporting

Revenue

Growth

Using revenue forecasting to grow your consulting firm

Revenue forecasting plays a necessary role in ensuring consulting firms can predict profit and loss, manage financial risks, and plan for sustainable growth.

Nicola Stewart

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Consulting Advice

Communications

The Consulting Balance

How to deliver a winning pitch

Mark shares how he kicked off a new business pitch with honesty, authenticity and a measure of wit.

Mark Orttung

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Consulting Advice

Growth

The Consulting Balance

How to grow your business using the “Three Arc” model

Mark and Allen share how they used a simple concept to reinvent Nexient for even greater success.

Mark Orttung

Allen Debes

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Company News

Growth

Strategy

Growing together: Announcing our USD$5 million capital raise

Big things are happening at Projectworks. Exciting milestones, new leadership, and a fresh chapter ahead.

Jacob Lawrie

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Product Updates

Communications

Strategy

By services, for services: Introducing Projectworks’ fresh new look

Over the last few weeks, we’ve begun rolling out an exciting new look for Projectworks, and we’re incredibly proud to share it with you.

Jacob Lawrie

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Partner Program

Accounting

Change Management

AI and accounting: preparing for the future

Today, we explore the exciting opportunities and challenges AI brings to the accounting profession. We’ll also highlight the logical next steps accountants can take to thrive in this evolving landscape and build deeper, more meaningful connections with their clients.

Nicola Stewart

Alison Murtagh

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Consulting Advice

Project Management

Revenue

Managing Your Project Budget Using PSA Software

Using Professional Services Automation (PSA) software to manage your project budgets and expenses is crucial for staying on budget and ensuring financial success.

Jacob Lawrie

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Partner Program

Accounting

Strategy

How to transition from accountant to advisor

As the accounting industry evolves, many professionals are shifting from traditional tasks to offering strategic advice and insights.

Nicola Stewart

Alison Murtagh

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Time Tracking and Expenses

Time Tracking

Product Update

On Time, Every Time: Stop Late Timesheets With Time Tracking Software and Timesheet Reminders

Did you know 22.3% of global time entries are submitted after the week they’re due? Discover an easy way to avoid this problem at your firm with targeted time tracking software.

Charlotte Steel

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Consulting Advice

Project Management

Professional Services 101

How To Calculate Project Burn Rate in Professional Services

To keep your projects profitable, it's important to measure burn, a key financial metric for professional services.

Jacob Lawrie

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Resource Management

Project Management

Handling Unscheduled Leave In Resource Management Software

Unplanned leave can throw off project timelines and impact your business. This guide shows how to use resource management software to handle it effectively, so your team stays on track and clients stay happy.

Jacob Lawrie

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Resource Management

Project Management

How To Use Resource Management Software To Plan Large Projects

Large projects can add another level of complexity to a project manager's workload and create the need for better strategies using resource planning software.

Jacob Lawrie

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Consulting Advice

Professional Services 101

Project Management

Guide to Professional Services Automation (PSA) Software

Professional Services Automation (PSA) software is quickly transforming consulting firms around the globe. Learn more about what PSA software is, who it’s for, and how it works.

Jacob Lawrie

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Consulting Advice

Change Management

Communications

The PSA Software Change Management Guide For Consulting Firms

In a 2016 KPMG Global Transformation study, 96% of organizations reported they were currently undergoing business transformations.

Jacob Lawrie

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Financial Reporting

Professional Services 101

Revenue

How to Calculate Your Professional Services Firm's Margin

Interested in how to calculate your margin? We’ve got you covered. Learn the formulas and strategies high performing consultancies use to track and grow their margin, including where PSA software makes the difference.

Jacob Lawrie

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Resource Management

Professional Services 101

Project Management

How To Calculate Your Consulting Firm's Utilization Rate

Measure your team's productivity by learning to calculate your firm's utilization rate. Pro tip: PSA software calculates it for you, helping you to make the most of your people and grow your consulting firm's profitability.

Jacob Lawrie

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Company News

Growth

Strategy

Projectworks is the 557th fastest growing private US company

We’re incredibly excited to announce that Projectworks has been included in the 2024 Inc 5000, coming in at number 557.

Mark Orttung

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Consulting Advice

Revenue

The Consulting Balance

A new GM-structured model gave us the scale we sought

Learn how our GM-structured model helped us scale beyond $130M.

Allen Debes

Mark Orttung

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Consulting Advice

Social Responsibility

Project Management

Steps for conducting a social impact assessment

Key steps for conducting a social impact assessment to evaluate and manage your project's effects on communities.

Nicola Stewart

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Consulting Advice

Project Management

Professional Services 101

What is the Project Management Institute (PMI)?

Today, we explore the PMI's history, courses, and whether the ROI is worth it for your business.

Nicola Stewart

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Consulting Advice

Risk

Project Management

The Consultant’s Guide to Preventing Scope Creep and Protecting Project Margins

"Scope Creep" is the phrase that keeps consultants and Project Leads up at night. While we want to be the hero for our clients, unchecked expansion of deliverables is the fastest way to turn a high-margin engagement into a pro-bono nightmare.

Nicola Stewart

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Consulting Advice

Project Management

Professional Services 101

Beyond the Basics: Selecting the PM Framework That Protects Your Margins and Client ROI

Managing a project for a client is more than just "juggling parts" – it is a high-stakes coordination of margins , mandates, and stakeholder expectations.

Nicola Stewart

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Consulting Advice

Project Management

Risk

What is the earned value (EV) method?

Unlock deeper project insights with the earned value (EV) method.

Nicola Stewart

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Consulting Advice

Professional Services 101

Revenue

Top consulting firms in the USA

Discover which North American consulting firm brings in the most revenue.

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Time Tracking and Expenses

Engineering

Time Tracking

Time tracking for engineering firms

Engineering projects can be challenging to manage, especially when it comes to tracking time and resources.

Nicola Stewart

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Time Tracking and Expenses

Time Tracking

Software Development

Time tracking software for developers

Developer time tracking software is a critical for software teams providing their services to clients.

Nicola Stewart

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Consulting Advice

Marketing

The Consulting Balance

How to create a mission statement your people will follow

Mark shares how his team listened to corporate strategy by creating a mission statement that meant something.

Mark Orttung

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Consulting Advice

Communications

Hiring

Hiring and retaining awesome people with Humankind

Learn from experts Kalyn Ponti (KP) and Charlie Hughes from Humankind about retaining and attracting awesome people for your company.

Nicola Stewart

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Consulting Advice

Client Relationships

Revenue

Improve profitability with better client engagements

This guide covers practical tips to help you manage your resources and strengthen client relationships for better results.

Nicola Stewart

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Consulting Advice

Accounting

Project Management

Xero project management software integration

This guide shows how integrating Projectworks with Xero can help you manage jobs, track time, and keep your financials in sync.

Nicola Stewart

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Consulting Advice

Architecture

Project Management

Top 10 architecture project management software options

Build a better architectural firm with project management software for architects.

Nicola Stewart

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Resource Management

Resourcing

Project Management

Top 10 resource management tools for consultancies

How to allocate resources at consultancy firms and examples of the best resource management software available.

Nicola Stewart

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Resource Management

Resourcing

Engineering

Top 10 resource management tools for engineering teams

Resource management tools equip engineering teams with the power to succeed.

Nicola Stewart

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Resource Management

Resourcing

Software Development

Top 10 resource management tools for software firms

In this article, we focus on resource management tools specifically designed to assist software consultants.

Nicola Stewart

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Consulting Advice

Communications

Strategy

How to give effective performance feedback to your consulting team

Effective performance reviews are a critical component of any successful consulting team.

Nicola Stewart

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Consulting Advice

Project Management

Strategy

11 powerful alternatives to WorkflowMax

Developed by a small team in New Zealand, WorkflowMax was revolutionary when it first emerged on the scene in 2007.

Nicola Stewart

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Resource Management

Project Management

Resourcing

Top 10 workforce management software options for consultancies

Workforce management is all about managing, regulating, and distributing your team across projects.

Nicola Stewart

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Consulting Advice

Communications

Growth

Leading through growth

Projectworks' new Head of Marketing Jacob Lawrie has built his career in high-growth organizations. Now he brings his leadership advice to our latest blog post.

Jacob Lawrie

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Consulting Advice

Client Relationships

Communications

25 Ways To Build and Retain Trust With Your Consulting Clients

Trust is developed through hundreds of small actions. Learn 25 ways to help build it.

Nicola Stewart

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Consulting Advice

Professional Services 101

Benchmarks

What Is a Professional Services Firm? (Definition & 35+ Examples)

What is a professional services firm? Discover how these expertise-driven businesses work, what types exist, and key stats about this $6 trillion industry.

Nicola Stewart

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Company News

Growth

Strategy

Embracing change: making the shift from CEO to Chief Product Officer & President

Matt shares his next move as a new chapter unfolds for the Projectworks team.

Matt Hayter

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Company News

Growth

Strategy

Introducing Mark Orttung: Projectworks' new CEO

We’re delighted to share that Mark Orttung is joining Projectworks as our new CEO.

Jacob Lawrie

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Partner Program

Accounting

Communications

11 soft skills for accountants

How improving your soft skills can transform your accounting practice.

Nicola Stewart

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Consulting Advice

Growth

Social Responsibility

Navigating the future of the consulting industry

Explore strategies to help navigate the future of consulting, ensuring your firm is ready for what’s ahead.

Mark Orttung

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Consulting Advice

Communications

Growth

Building a culture of excellence: empowering your team through leadership

Create a thriving team through empowerment, community building, and performance.

Jacob Lawrie

Karyn Smith

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Consulting Advice

Project Management

Events

The best management consulting clubs

A definitive guide to the world's top management consulting clubs.

Nicola Stewart

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Consulting Advice

Revenue

Benchmarks

The big 4’s revenue: advisory is the new audit

Discover which of the Big Four firms leads the pack in generating revenue.

Nicola Stewart

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Company News

Client Relationships

Growth

G2 awards spring 2024

We are proud to announce that Projectworks has received several new G2 awards!

Nicola Stewart

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Consulting Advice

Hiring

The Consulting Balance

Balancing revenue and talent – the hardest problem in services

Hear how two conflicting objectives would challenge Mark for the next seven years.

Mark Orttung

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Consulting Advice

Marketing

The Consulting Balance

Rebranding the company - a fight with the Patent and Trademark Office

When an internal debate about a company name triggered a legal situation.

Mark Orttung

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Consulting Advice

Growth

Professional Services 101

7 tips for growing your professional services firm

Unlock the secrets to growing your professional service firm.

Nicola Stewart

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Consulting Advice

Marketing

The Consulting Balance

Differentiating the company – what exactly do we do?

Mark shares his experience with differentiating the newly named consulting firm, Nexient.

Mark Orttung

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Consulting Advice

Strategy

Client Relationships

Staying relevant – a wake up call from an advisor

Mark recalls when he received a wake-up call from a startup and business mentor.

Mark Orttung

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Consulting Advice

Client Relationships

Communications

50 consulting quotes for your next slide deck

Add a touch of creativity and inspiration to elevate your slide deck.

Nicola Stewart

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Consulting Advice

Client Relationships

The Consulting Balance

Losing a large client – it wasn’t our fault until it was

Mark shares an experience when a project failed due to client issues, but he paid for it.

Mark Orttung

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Consulting Advice

Risk

Project Management

Risk management for software implementation

Risk management is key for implementing new software on time and within budget.

Nicola Stewart

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Consulting Advice

Engineering

Strategy

The 3 biggest challenges engineering firms face and how to overcome them

Overcome the unique challenges that can hinder engineering growth and efficiency.

Nicola Stewart

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Consulting Advice

Hiring

The Consulting Balance

Finding people who can do, sell and build senior client relationships

Discover how to find the right talent, driving success for your consulting practice.

Mark Orttung

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Partner Program

Accounting

Client Relationships

What I learned at Xerocon London 2024

Xero pulled out all the stops from impressive product updates to glam rock heaven.

Alison Murtagh

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Consulting Advice

Client Relationships

The Consulting Balance

Taking Silicon Valley to Napa Valley, and other ways to host clients

CEO Mark Orttung shares his experience taking a top client to Napa Valley and hosting them in a hospital basement.

Mark Orttung

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Consulting Advice

Marketing

The Consulting Balance

When all PR, really is good PR

Mark reflects on the thrill of making the NYT front page, even if the headline image wasn’t what he expected.

Mark Orttung

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Consulting Advice

Strategy

The Consulting Balance

The threat of staff layoffs, and getting yelled at by the board

Mark shares a 2017 experience when he had to plead his case to keep his job and those of many others.

Mark Orttung

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Partner Program

Accounting

Events

A beginners guide to attending Xerocon Nashville

Get all our pre, during, and post tips for attending Xerocon Nashville 2024.

Nicola Stewart

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Consulting Advice

Strategy

The Consulting Balance

The science of setting compensation plans

Mark shares an experience when he reworked the field team’s comp plan and ensured better teamwork.

Mark Orttung

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Consulting Advice

Strategy

The Consulting Balance

How we started a consulting business from the ground up

Mark and his colleague share how they transformed Nexient into a consultancy, offering tips for future firm founders.

Mark Orttung

Andy Lin

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Marketing

The Consulting Balance

Every good story needs a villain

Craft a unique identity for your consulting practice by highlighting what sets it apart from the competition.

Mark Orttung

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Consulting Advice

Events

The Consulting Balance

How to host a winning corporate event

Mark reveals how he successfully organized a two-day corporate event for multiple clients.

Mark Orttung

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Consulting Advice

Hiring

Communications

58 consultant interview questions

Looking to hire the right consultants? Use our list of 58 consulting interview questions.

Nicola Stewart

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Consulting Advice

Strategy

The Consulting Balance

When you’re about to lose a client, sell them more work

Mark shares how agreeing to a new client’s requirements, meant delivering a substandard service.

Mark Orttung

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Consulting Advice

Hiring

The Consulting Balance

Our first gamble on hiring great talent

Mark shares how employing a senior member they couldn’t actually afford, was the right thing to do.

Mark Orttung

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Consulting Advice

Communications

The Consulting Balance

The art of adult-to-adult conversation

Dan Broekhuizen joins Mark to share how they helped their organization communicate like grown-ups.

Mark Orttung

Dan Broekhuizen

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Consulting Advice

Events

The Consulting Balance

A year goes quickly when hosting an annual event

Mark shares the surprising year-round effort of hosting an annual event.

Mark Orttung

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Consulting Advice

Strategy

The Consulting Balance

The year our hard work started working

After years of hard work and perseverance, real financial growth finally began to take shape.

Mark Orttung

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Consulting Advice

Strategy

The Consulting Balance

Hiring the right hands lifted our weakest region

Mark and Allen share how they transformed Nexient's weakest region into its fastest-growing in just one year.

Mark Orttung

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Sales

Client Relationships

The Essential Guide to Professional Services Contracts: Your Firm’s Roadmap to Growth

Writing a Professional Services Contract doesn't have to be daunting. Discover the essential elements and best practices to create a contract that outlines terms clearly.

Nicola Stewart

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Consulting Advice

Client Relationships

The Consulting Balance

Consulting in transformation: A 20-year journey through the client’s eyes

Mark introduces his former client, Ben Krefting, who shares his experiences with consulting.

Mark Orttung

Ben Krefting

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Invoicing Clients

Revenue

Project Management

What is Days Sales Outstanding (DSO) and how can you manage it?

In this quick read, we’ll introduce you to Days Sales Outstanding (DSO).

Nicola Stewart

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