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Insights and Tools to help you scale your business
Blogs
A Pragmatist’s Guide to Adopting AI in 2026
AI is transforming the business landscape, but most organizations will struggle to realize its full potential. For service-driven companies, the promise of AI – greater productivity, cost savings, and better customer outcomes – is real, but so are the challenges. The...
Why Professional Services Firms Are Losing Profitability, and How to Fix It with PSA and Agentic AI
Why Profitability Is Declining in Professional Services 📉 SPI Research reports declining profitability year over year. 📈 Clients are demanding more value. 💸 The traditional T&M billing model is under fire. 💼 Rising resource costs are squeezing margins. For some...
On Demand Webinar: How to Turn Microsoft Teams Meeting Recaps into Actionable CRM and Project Insights with Recap+
Microsoft Teams meeting recaps are powerful — if you can use them The meeting happened. Now what? Microsoft Teams and Copilot generate rich meeting recaps: transcripts, notes, follow-ups, even speaker engagement. But most of that information disappears into chat...
On Demand Webinar: How to Build AI-Ready Information Architecture
Most organizations aren’t ready for agentic AI because their data is scattered and inaccessible. This webinar shows how to build AI-ready information architecture using SharePoint, Teams, and OneNote.
Agentic AI will transform how we work with software
Agentic AI is reshaping how we interact with business software. Learn how autonomous and conversational agents are driving productivity and transforming workflows in 2025. From Forms to Agents: The Shift Toward Agentic AI For the last 30 years, business applications...
On Demand Webinar: From Founder-Led to Scalable Sales: Metrics That Matter
When you're deep in founder-led selling, you tend to know how things are going. You feel momentum. You sense when things are stalling. But once you start to step back, whether you’re building a team or thinking about exit, you need more than gut instinct. You need a...
Tools & Downloadable Guides
ROI Calculator
Don’t you have better things to spend $$$ on than internal tools? How much could you save with improved revenue operations? Let’s crunch some numbers with our ROI calculator.
Sales Velocity Calculator
Do you have the sales velocity
to hit your targets? Use our quick calculator to find out how you
are doing on three key metrics
BizOps Self Assessment Tool
Download this Self Assessment worksheet to help identify areas in the business that could be improved.
Don’t worry, you can take it without filling out any forms.
Got Questions? We’ve got Answers.
