eBooks

Project Management eBooks

Our eBook library provides you with information relating to Project Management and the Professional Services industry.

Our carefully thought out a curated eBooks dig deep into the world of PSA software and PM Systems, offering practical project management tips tactics and tools to help you manage your project more effectively and efficiently.

We touch on topics such as; Managing Software Roadmaps, top features your PSA solutions can’t do without, as well as answering questions like, what is agile project management? and how can I use it, to manage my projects effectively ?

Our Free Project Management eBooks are easy to download, extremely insightful and a joy to read. If you see a book you like the look of, click through for more detail and the ability to download each eBook for free. If you have any questions please don’t hesitate to get in touch with us.

And don’t forget to take a look at all the features that our Salesforce Project Management Software, Mission Control, has to offer.

Are you managing a software development roadmap? Sick of having post-it notes, to-do lists, and new feature ideas all over the place?

This eBook will guide you through the five key pillars of effectively managing a product roadmap.

Download this eBook and learn key principles to guide you along the software development journey, including:

  • The three main elements to consider when reviewing the strategic direction for your software or product. Never get lost in the excitement about new feature ideas again!.
  • How to execute a robust onboarding process to improve customer experience and reduce churn.
  • How to capture new ideas and feedback from your customers so that you can enhance the features of your software and increase customer retention.
  • How to plan your product release cycles.
  • How to create a solid software development and testing process.
  • How to ensure your customers get as much information as possible about your new product in the format that they consume best.

Why do you need a software development roadmap?

A software roadmap is a tool for communicating your product vision and putting product plans into action. It provides a view of the deliverables required and the sequence of the software project, effectively providing a glimpse of its future.

Your roadmap should help you lay out your high-level goals and initiatives, show the efforts required to achieve them, and visualize a timeline for implementing all these initiatives.

Having a clear overview of the software you and your team plan to create ultimately helps track the progress of the project milestones and manage expectations during the project’s lifecycle. Product roadmaps help you understand the “why” and the core purpose of a product and also understand the “how” by transforming an idea into well-defined steps.

A software development roadmap is easy to make once you know how, practical, and can help you predict how successful their software will be. This enables you to optimize your time and resources for best results.

How this eBook can help you:

In this eBook, we deep- dive into the five main stages of a software development lifecycle:

  1. Onboarding.
  2. Listening and ideation
  3. Planning
  4. Developing
  5. Communicating

We’ll take you through conceptualizing the product, building the product roadmap, launching the product, and collecting feedback. We promise it’s actually much simpler than you think! Plus, as long as you have the right project management software by your side, you can duplicate this product management strategy across any industry or product.

Don’t just wing your next software development cycle. Follow the steps and turn it into a huge success.

Download the eBook and get started today!

Are you managing a software development roadmap? Sick of having post-it notes, to-do lists, and new feature ideas all over the place?

This eBook will guide you through the five key pillars of effectively managing a product roadmap.

Download this eBook and learn key principles to guide you along the software development journey, including:

  • The three main elements to consider when reviewing the strategic direction for your software or product. Never get lost in the excitement about new feature ideas again!.
  • How to execute a robust onboarding process to improve customer experience and reduce churn.
  • How to capture new ideas and feedback from your customers so that you can enhance the features of your software and increase customer retention.
  • How to plan your product release cycles.
  • How to create a solid software development and testing process.
  • How to ensure your customers get as much information as possible about your new product in the format that they consume best.

Why do you need a software development roadmap?

A software roadmap is a tool for communicating your product vision and putting product plans into action. It provides a view of the deliverables required and the sequence of the software project, effectively providing a glimpse of its future.

Your roadmap should help you lay out your high-level goals and initiatives, show the efforts required to achieve them, and visualize a timeline for implementing all these initiatives.

Having a clear overview of the software you and your team plan to create ultimately helps track the progress of the project milestones and manage expectations during the project’s lifecycle. Product roadmaps help you understand the “why” and the core purpose of a product and also understand the “how” by transforming an idea into well-defined steps.

A software development roadmap is easy to make once you know how, practical, and can help you predict how successful their software will be. This enables you to optimize your time and resources for best results.

How this eBook can help you:

In this eBook, we deep- dive into the five main stages of a software development lifecycle:

  1. Onboarding.
  2. Listening and ideation
  3. Planning
  4. Developing
  5. Communicating

We’ll take you through conceptualizing the product, building the product roadmap, launching the product, and collecting feedback. We promise it’s actually much simpler than you think! Plus, as long as you have the right project management software by your side, you can duplicate this product management strategy across any industry or product.

Don’t just wing your next software development cycle. Follow the steps and turn it into a huge success.

Download the eBook and get started today!

Are you looking to learn more about Agile project management? You’ve come to the right place!

Find out what the Agile methodology is, its essential components and principles, and how to implement this flexible way of managing projects in our comprehensive eBook.

Organizations around the world are talking about the need to be more agile. Why, you ask? Things in the business world are changing fast!. To keep up with the pace, companies need their teams, managers and their systems and management practices to be—you guessed it—AGILE!

And that’s where Agile as a project management approach and methodology comes in.

Download this eBook to learn:

  • How to use the Agile framework to supercharge your innovations
  • Why use Kanban with Agile
  • How to use the Scrum process to manage Agile projects
  • How to find the best software solution to manage your Agile projects
  • How to successfully implement Agile project management
  • Innovative projects require a flexible approach

Going the Agile way

Wondering if your organization can benefit from going Agile? The short answer is yes!

Although initially created for software development, the Agile framework has quickly gained popularity across in other various industries. Marketers, universities, the military, and even the automotive industry rely on the Agile methodology to deliver innovative products.

Agile project management breaks a project into easier-to-manage phases that deliver outcomes faster. This approach is flexible in nature, allowing projects to adapt to any changes that occur along the way and allowing for continuous improvement toward the final product.

Constant feedback and collaboration are at the core of the agile approach. By encouraging constant input during development cycles, teams can identify potential problems and resolve them before they escalate.

How this eBook can help you:

Agility encourages businesses to consult with end-users during development. This increases the odds of producing a successful product.

In this eBook we will deep-dive into Agile and cover all the important talking points such as:

  1. What Agile is
  2. How Agile can help you innovate better and faster
  3. How to get started with the Agile methodology
  4. The benefits of combing Agile with other project management methodologies such as Kanban or Scrum

Download this eBook to learn how Agile works, how it can help your team get more done faster, and how you can apply an agile project management approach to your next project.

Get your copy today!

With approximately 8,462 (and counting!) project management methodologies to choose from, how do you know which one is right for your organization? Find the best approach for your project with our handy eBook on popular project management frameworks.

Project methodologies help project managers organize and keep track of their projects. They provide a system of management that lets you see what is working on the project and what needs intervention.

In this eBook, you’ll learn:

  • The most popular project methodologies including Agile, Waterfall, Lean, PMI/PMBOK, and Critical Path Method.
  • What each methodology is, when it might be helpful for your business, how to implement it, and the pros and cons.

Why use a project management methodology?

Thousands of projects are created and completed every day across different teams, organizations, and industries. The variety of projects and processes necessitate a variety of methodologies for effective management and execution.

A project management methodology is a system of principles, techniques, and procedures used to plan, execute and manage projects. By adopting a project management methodology, your company will be able to reduce risks and increase the chances of success for your project. You’ll also be able to deliver more projects on time and within budget—hence meeting or exceeding the expectations of all project stakeholders.

Project management frameworks also enable organizations to quickly adapt to new challenges and utilize their limited resources in the best way possible, to achieve continuous success.

Organizations that use a standard framework have more confidence that the project is carried out in a disciplined, well-managed, and consistent manner, that will lead to quality results.


How this eBook can help you:

If it’s not obvious by now, learning the most popular project management methodologies will help you create, lead and manage better projects for you and your team. We believe that finding the right project management framework to suit your project needs shouldn’t be rocket science.

In this eBook, deep-dive into the most popular methodologies:

  • Agile
  • Waterfall
  • Lean
  • PMI/PMBOK
  • Critical Path Method.

We’ll help you understand the pros and cons of each methodology and how they work. You will come out feeling much more confident about which frameworks, principles, and approaches you can use for each team and project within your organization.

Download your copy today!

Want to find out hthe answer to the question What is PSA Software? as well as maximize billable hours for your project?

Need to learn how to continuously acquire new clients while retaining the existing ones?

Keen to create better processes for managing payments and dealing with complex projects?

As a service business you have a lot to deal with in the quest to remain competitive. A Professional Services Automation (PSA) solution can help you simplify and streamline issues—our eBook will show you how.

In this eBook, you’ll learn:

  • What is PSA Software
  • The current nature of the professional services industry
  • Why you need a PSA solution to measure these metrics instead of using spreadsheets
  • The five key metrics that your PSA should be measuring and why
  • The 10 features your PSA solution must-have.

Transform your operations with a Professional Services Automation solution

So… What is PSA Software? PSA enables professional service organizations to manage the entire project delivery life cycle effectively. A professional services automation solution will help you map out what your pipeline looks like, determine how efficient your processes are, gain visibility into your resource utilization, and most importantly, whether your projects are profitable or not.

Companies that use professional services automation outperform businesses that don’t, through increased billable hours, faster delivery time, and increased profit margins.

PSA implementation helps companies establish a consistent approach to planning, measuring, and managing projects throughout their lifecycle. PSA software centralizes business operations and data so that companies can provide services more predictably.

A PSA tool enables service businesses to automate and streamline otherwise repetitive processes. With the right PSA solution, organizations can gain visibility into their projects, finances, and resources. Furthermore, a project manager can see roadblocks, realize that a project is off-course, and mitigate potential issues.

Think about the time you lose trying to locate documents, emails, or other project-related information. PSA software can act as a hub for all vital project information. This centralized hub serves as a single source of truth for all team members making it easy to find what they need.

The right solution will also enable you to look at past project data to see where bottlenecks may have cropped up. With this insight, you can optimize future projects to avoid similar issues.

How this eBook can help you:

While a PSA tool is essential for your business, not any PSA solution will do. You need to choose the right one for your needs. That’s exactly what this eBook will help you figure out.

We will also deep-dive into the five key metrics the PSA tool should help you measure for your service business:

  • Pipeline
  • Capacity
  • Efficiency
  • Utilization
  • Profitability

We’ll also highlight the features any PSA solution should have for you to measure these KPIs effectively. You’ll come out prepared to choose the ideal PSA tool to suit your business needs.

Download the eBook and get started today!

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