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Customer Relationship Management (CRM)

Discover CRM systems that help businesses manage leads, clients, and customer interactions efficiently.

  1. Capacity and resource planning are related but separate processes that you'll use as you assign work to your team. Here are the similarities and differences between them and when to use each, so you can make sure work is completed on time and on budget. The post Capacity Planning vs Resource Planning: Key Differences appeared first on The Digital Project Manager. View the full article

  2. Without a proper digital asset management workflow, you'll run into issues with version control, bottlenecks, and assets being used by the wrong team members or in the wrong place. Here's how to set up a DAM workflow to help you plan, create, and manage your digital assets efficiently. The post Complete Guide to Digital Asset Management Workflows appeared first on The Digital Project Manager. View the full article

  3. Mike Hannan is the founder and principal consultant at Fortezza Consulting. With decades of experience coaching project leaders at every level, he has spent his career helping organizations navigate complex delivery systems, optimize portfolios, and challenge conventional wisdom. The post Consultant With Decades of Experience Shares Why AI Should Be a Strategic Thinking Partner, Not a Project Driver appeared first on The Digital Project Manager. View the full article

  4. In this guide, we’ll unpack what a decision flowchart is, how it works, when to use it, and how to create one step-by-step. You’ll walk away with best practices, practical examples, and a comparison with other flowchart types. The post Decision Flowchart: What It Is And How To Create One appeared first on The Digital Project Manager. View the full article

  5. AI is transforming product management faster than most teams realize. Dell’s Amy Mitchell explains why the next generation of PMs won’t just define requirements, they’ll step in and build. The post Dell’s Amy Mitchell on Why AI Is Creating the “Builder PM” appeared first on The Digital Project Manager. View the full article

  6. Dependencies are often invisible until your schedule’s already slipping. Learn how to spot, map, and manage them to avoid delays, align teams, and protect your timeline from chaos. The post Dependencies in Project Management: Types, Tools, and Tactics appeared first on The Digital Project Manager. View the full article

  7. While soft skills are critical, project managers can't ignore technical expertise. Whether you're working at a startup or a large enterprise, this guide breaks down which tech skills matter most and how to build future-proof PM capabilities. The post Do Project Managers Really Need Technical Skills? appeared first on The Digital Project Manager. View the full article

  8. People plan events all the time—birthday parties, anniversaries, weddings—but professional event management can still be intimidating. Discover how to turn your professional events into unforgettable successes. The post Event Project Management 101: A Beginner’s Guide appeared first on The Digital Project Manager. View the full article

  9. Stan Yanakiev is an ex-HP program manager with a software engineering background. And he is the founder of Mindrise, an AI-automation consultancy helping small businesses to get real-world value through AI. The post Ex-Hp PM and Current Ai-Automation Consultant Breaks Down How to Implement AI Effectively and Responsibly appeared first on The Digital Project Manager. View the full article

  10. If you don't get the planning phase of your project right, you're setting yourself up for failure. Here are the key components of planning, what outputs you'll have at the end, and my best practices so you can plan and execute a successful project. The post Expert Guide To The Project Planning Phase appeared first on The Digital Project Manager. View the full article

  11. Professional services firms face constant margin pressure, resource complexity, and delivery risk. Forecast, an Accelo company, tackles these challenges with an AI-native PSA platform—using machine learning models and live operational data to support smarter resource planning, earlier risk detection, and flexible workflow orchestration through MCP. The post Forecast, an Accelo Company, AI Features: From Risk Detection to Resource Matching appeared first on The Digital Project Manager. View the full article

  12. Using a template to create a work breakdown structure for your project can save you a ton of time, help you get your project up and running quicker, and reduce errors and inconsistencies. Download our free template and get started right away! The post Free Work Breakdown Structure Template [Download] appeared first on The Digital Project Manager. View the full article

  13. The project management tools landscape is evolving rapidly, and the PMs leading the charge aren't relying on the usual suspects. From AI note-takers that coach your communication style to custom-built CRMs costing a fraction of the alternative, these are the fresh finds changing how real PMs work. The post Fresh Finds: The New Tools PM Experts Are Excited About Right Now appeared first on The Digital Project Manager. View the full article

  14. In order to have a clear picture of budget usage, resource utilization, and team member workloads, you need to track resources throughout your project's life cycle. Here's how to do it effectively, which tools to use, and expert best practices. The post Guide to Resource Tracking: Tools & How To Do It appeared first on The Digital Project Manager. View the full article

  15. Find out what document management software costs and what affects the price, so you can budget, avoid surprise fees, and make smart buying decisions for your team. The post How Much Does Document Management System Pricing Cost? appeared first on The Digital Project Manager. View the full article

  16. Project leaders are being asked to think like founders—balancing delivery with strategy, sales, and business health. In this bonus Q&A, Mark Orttung and Pam Butkowski share candid advice on hybrid roles, endurance in hard times, business literacy, utilization, and how PMs can create real organizational impact. The post How Project Leaders Can Run Projects Like Founders – Live Audience Questions appeared first on The Digital Project Manager. View the full article

  17. If your team doesn't have balanced workloads, they'll miss deadlines, get burned out, and disengage from the project. Here's how to distribute work evenly, what to avoid, and tools you can use to make the process easier. The post How to Balance Your Team’s Workload appeared first on The Digital Project Manager. View the full article

  18. This guide walks you through how to break down tasks in a project to improve clarity, planning, and execution. You'll learn practical steps, see real examples, and explore proven methods like chunking, timeboxing, and the Eisenhower Matrix. The post How To Break Down Tasks In Projects Like A Pro appeared first on The Digital Project Manager. View the full article

  19. This step by step guide explains how to use an Impact Effort Matrix to prioritize tasks based on impact and effort. Learn how project managers can identify quick wins, focus on high value work, improve team alignment, and boost productivity. Includes real life examples, practical tips, and common mistakes to avoid for better decision making. The post How to Build an Impact Effort Matrix (A Step-by-Step Guide) appeared first on The Digital Project Manager. View the full article

  20. Confused about what task to tackle first? Learn how priority levels help PMs rank work by impact and urgency to improve focus, align teams, and avoid decision fatigue. The post How to Build Priority Levels That Actually Work (Step-by-Step Guide) appeared first on The Digital Project Manager. View the full article

  21. Without an accurate picture of resource capacity, you won't know who on your team is available to take on work. This can lead to project delays, inefficiencies, and missed deadlines. Here's how to calculate capacity and make strategic resourcing decisions. The post How To Calculate Resource Capacity: 5 Key Steps appeared first on The Digital Project Manager. View the full article

  22. With a clear picture of how much work your team has on their plates, you can keep resource allocation and utilization in check. Here's how to calculate utilization rate and use this data to prevent team burnout and keep your project on the path to on-time and on-budget delivery. The post How To Calculate Resource Utilization Rate (With Formula) appeared first on The Digital Project Manager. View the full article

  23. Struggling to resource your projects, missing critical skills on your team, and not meeting deadlines? Here's how to conduct a resource gap analysis effectively, as well as some expert best practices so you can keep your projects and resourcing on track. The post How To Conduct A Resource Gap Analysis: 5 Basic Steps appeared first on The Digital Project Manager. View the full article

  24. The best way to fail as a project manager is to avoid planning and just react to problems. Learn how to build a process improvement plan to make your processes more efficient, effective, and profitable. The post How to Create a Process Improvement Plan That Delivers Real Results appeared first on The Digital Project Manager. View the full article

  25. A project budget makes sure you keep spending on your project in check, helps keep stakeholders happy, and helps you deliver the project successfully. Here's how to create a project budget that details exactly how much you can spend on project resources and other project expenses. The post How To Create A Project Budget: 6 Key Steps appeared first on The Digital Project Manager. View the full article





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