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change management

Common Professional Services Automation Software User Adoption Problems…and How to Fix Them

Too often the PSA software market doesn’t do itself any favours in its dealings with customer’s expectations. After 12 years working in the industry, in the sales, delivery and support side of the business, I have seen too many examples … Read More

Project Under-Billing Can Be Your Undoing

Accurate and real-time data is critical to proper cash flow management, and under-billing long-term projects is a leading cause of cash crunches Never fund customer projects with your own money. It’s great advice that can be difficult to heed, especially … Read More

Minimize friction during digital transformation

3 Tips to Minimize Friction during Digital Transformation

Transformation of any type brings challenges. From ensuring alignment to documenting processes, this expert advice can help minimize friction.   Even in 2023, digital transformation can be a daunting initiative. Whether your organization is transitioning from a comfortable legacy system or porting … Read More

Embrace Human Nature for Successful Organizational Change

Embrace Human Nature for Successful Organizational Change

Humans naturally resist organizational change, but change is unavoidable right now. Consider this expert advice to help your teams transition with confidence.   Organizational change continues to speed up and deepen, accelerated by the uncertainty and new demands brought on … Read More

Management is about Making Decisions

Are you good at making decisions? Good management is about making clear and timely decisions so that the business runs smoothly and profitably with as little disruption and drama as possible. Three common deterrents to clear decision making by company … Read More

How to create the ultimate client survey

How to Create the Ultimate Client Survey

In Part 1 of this series, Closing the Loop with Client Surveys, we concluded that the main purpose of a client survey is to help integrators maintain customer relationships. And a survey accomplishes this by capturing alignment or disparity in … Read More

3 C's of Change Management

The 3 C’s of Change Management

Often, when an organization embarks on a large-scale culture change or transformation, there is so much detail and information to digest when there is only one thing the people involved really want to know: “What does that mean for me?” Before … Read More

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Why Is WIP Management Important?

On this episode of ClearTalk, our Director of Product Management, Tofiq Indawala, is joined by Brad Malone, from Navigate Management Consulting, to discuss that three-letter word WIP. What is it? What does it mean? And why is WIP management important? … Read More

6 Reasons Change Management Initiatives Fail

As we move toward a post-pandemic world, organizations must navigate great change. Consider these barriers to change management initiatives – and how to beat them. Since the advent of the pandemic, ongoing change has touched all aspects of our lives, … Read More

Organizational Change Management Drives Adoption of the New Revenue Recognition Standard

How Can Integrators Engage, Enable and Execute Change? Integrators are learning that the new Revenue Recognition standard can have company-wide impacts that affect core business functions and their associated systems and data. Because so many parts of a business are … Read More