Connect your favourite tools

12 min to read

How to's

A practical guide for agencies and professional service firms tired of rework, delays and chasing details between sales and delivery teams.

22 October 2025

How to Automate the Project Handoff Process

20 August 2024

Solve Problems for Good: A Step-by-Step Guide to Root Cause Analysis (RCA)

Learn how to perform Root Cause Analysis (RCA) to identify the root causes of problems and implement lasting solutions in your business.

Resource management

A practical guide for project managers on using resource allocation to keep work moving and projects under control without burning people out.

01 December 2025

8 Resource Allocation Strategies for Project Managers

24 October 2025

The Resource Utilisation Formula Every Engineering Firm Should Actually Be Using

If you’re still guessing how busy (or underused) your engineers are, you’re probably losing money without even realising it. This simple formula gives you the clarity you need to track capacity accurately.

29 April 2025

Effective Resource Management: Boost Efficiency & Cut Costs with Magnetic’s Proven Strategies

Learn how effective resource management drives efficiency, reduces costs, and improves project outcomes. Discover actionable strategies.

20 February 2025

5 Strategies for Effective Resource Allocation in Your Team

Discover 5 actionable strategies for effective resource allocation to boost your team's productivity and profitability.

13 February 2025

Boosting Operational Efficiency with Automated Resource Management Tools

Learn how automated resource management tools can streamline workflows, reduce admin work, and improve operational efficiency

13 January 2024

Aligning Resources and Goals in Architectural Projects

Discover how architecture firms can achieve project success by aligning resources with goals. Explore strategies for effective planning and resource management.

12 January 2025

Making Smarter, Data-Driven Resource Management Decisions

Explore how data insights can inform better resource allocation and prioritisation based on project needs and strategic value.

6 mins

Operations management

Operations

Discover the leading collaboration tools that professional service firms and agencies are using to enhance efficiency and productivity.

22 April 2025

Collaboration Tools for Professional Service Firms and Agencies

10 September 2024

Streamlining Business Operations for Better Efficiency

Learn how to streamline your business operations for improved efficiency, reduced costs, and enhanced productivity.

4 June 2024

Your Guide to Finding the Ideal Creative Agency Management Software in 2024

Looking for a way to streamline your agency operations? Look no further! Our blog dives into how agency management software can take your agency to the next leve

4 June 2024

Tips for Mastering Client Satisfaction Without Over-Servicing: An Agency Guide

Learn why mastering the art of avoiding over servicing is key for any agency looking to boost profitability

5 June 2024

Agency Operations Best Practices: What You Should Know

Learn why structured workflows are paramount to success within agencies and how they drive growth + Free resource inside

25 March 2024

A Comprehensive Guide to Professional Services Management

Professional Services Management (PSM) is crucial for streamlining operations and enhancing service delivery in today's dynamic business environments. It integra

June 2024

The Crucial Role of Well-Defined Processes in Agency Operations

. This article delves into the significance of structured workflows within agencies, shedding light on how they drive success, and introduces a valuable resource

24 June '24

The Heat and Light of Agency Operations

Feeling the heat? Its time to shine a light on your Ad agency operations. Stop the scramble, boost efficiency and watch your agency thrive.

24 June '24

Agency Operations Strategies: A Modern Playbook for Scaling Profitably

Learn how to build a scalable agency operations model that connects delivery, resourcing, and commercial performance. These six expert strategies help you reduce inefficiencies, prevent over servicing, and improve margin visibility.

24 June '24

How to Write a Project Status Report That Actually Drives Decisions

Learn the know-how of writing impressive status reports that keep stakeholders informed and projects on track. We've even included a free downloadable template.

24 June '24

Managing Over Servicing With Magnetic

Explore the concept of agency over-servicing and learn how Magnetic can act as a game-changer in identifying, managing and preventing over-servicing.

8 min to read

Product updates

Learn how Magnetic 2.3’s Team Scheduler makes task allocation, workload balancing, and capacity tracking easier than ever.

21 February 2025

Introducing Magnetic 2.3: The New Team Scheduler

27 November 2024

What’s New in Magnetic: The Festive Season Treat Edition

Discover how Magnetic 2.2.1 makes your workflow smarter and simpler with refreshed invoicing, revamped timesheets, Ziflow proofing integration, and more.

19 August 2024

Inside the Magnetic Engineering Room: Exciting New Features Coming Soon

Get an exclusive sneak peek into the powerful tools we're developing, from a revamped Team Scheduler to smarter task management.

10 July 2024

Introducing 'My Hub': Your New Project Command Center

Magnetic's My Hub centralizes tasks, notifications, & opportunities. Boost efficiency, reduce stress, & conquer projects with a unified dashboard

30 May 2024

Streamline Your Business Management Process with Magnetic 2.2

Welcome to the latest update from Magnetic! Dive into the latest feature enhancements and product updates

9 June 2024

Business Operations Just got Easier with Magnetic 2.1

This blog post invites you to take a deep dive into the core features and functionalities that define Magnetic 2.1. We'll explore how this update cater to our pr

CRM & forecasting

Discover why customer retention is the secret weapon in business growth. Learn actionable strategies to balance retention with new business efforts.

27 March 2025

Retention vs. New Business: The Secret Weapon No One Talks About

02 Decmber 2024

Retention vs. New Business: The Secret Weapon Professional Service Firms Overlook

Discover why focusing on client retention can be a game-changer for accounting, engineering, architecture, and consulting firms.

3 June 2024

How the Best CRM Software Can Boost Growth and Drive Results for your Marketing Agency

Learn how CRM software boosts marketing operations by centralising customer data, automating processes, and enhancing team collaboration in our detailed guide.

4 mins

Time management

Still using spreadsheets to track time? Here’s what you’re missing and why automation might be the smarter move for your growing team.

2 June 2025

Spreadsheet vs. Automated Time Capture: Which Is Right for Your Team?

2 June 2025

How to Reduce Time Leakage in Your Professional Services Firm

Time leakage is silent but costly. Discover how to fix it with smarter processes, better tools, and cultural clarity.

23 May 2025

Time Tracking in Professional Services: A Comparative Analysis for Accountants, Engineers, and Creative Agencies

Understand the time tracking needs of each sector and how the right approach (and tools like Magnetic) can turn time into a strategic asset.

10 January 2025

The Importance of Capacity Planning for Sustainable Team Performance

Learn why capacity planning is essential for sustainable team performance and preventing burnout. Discover strategies and tools to optimise your team's capacity

9 January 2025

Real-Time Capacity Tracking: Transforming How You Manage Resources

Discover how real-time capacity tracking can revolutionise your resource management. Learn the benefits and strategies to dynamically adjust resources and more.

24 October 2024

Best Time Tracking Software for Professional Service Firms

Discover the top time tracking software solutions tailored for professional service firms to boost efficiency, compliance, and profitability

11 July 2024

The Ultimate Guide to Mastering Billable Hours and Boosting Your Bottom Line

Billable hours are the lifeblood of many businesses, not just freelancers. Our guide will show you exactly how to stay on top of them and maximise your revenue.

8 June 2024

Conquer Your Workday: 10 Time Management Hacks for Busy Project Managers

Dive into our blog to uncover 10 practical time management hacks specifically designed for busy project managers

24 June '24

The Significance of Timely and Daily Timesheets in Agency Workflow

Learn about the importance of accurate timesheets for agency operations and discover the advantages of reporting on a daily basis

3 min to read

Project management

A clear and grounded look at the five phases of the project life cycle, from the early spark of an idea through to final handover. We’ll walk through initiation, planning, execution, monitoring, and closing in detail

02 December 2025

The 5 Phases of a Project Life Cycle: A 2025 Framework for Predictable Project Delivery

27 May 2025

A Guide to Project Management Software for Small Businesses

Learn why small businesses and agencies need project management software that actually fits. This guide covers the essentials – task tracking, time, invoicing.

16 May 2025

Marketing Project Management: Ultimate Guide for C-suite Execs

Learn actionable strategies for successful marketing project management tailored specifically for executives at professional service firms and agencies.

24 April 2025

A Beginner’s Guide to Business Process Management

Learn the basics of Business Process Management (BPM) and how it can boost efficiency, streamline operations, and support growth.

26 April 2025

The Eisenhower Matrix Is the Only Prioritisation Hack That Works – Here’s How We Use It

Discover how the Eisenhower Matrix transforms productivity. Learn Magnetic’s unique approach to this powerful prioritisation hack.

27 April 2025

The Ultimate Guide to RACI Project Management for Professional Service Firms

Discover how RACI project management can streamline roles, boost accountability, and enhance productivity in your professional service firm. Learn best practices

30 April 2025

RAID Project Management: Strategies for Managing Risks, Assumptions, Issues & Dependencies

Discover how RAID project management can transform your project planning. Learn actionable strategies and digital integrations tailored for professional service

27 March 2025

Mastering Marketing Project Management for Professional Services and Agencies

How to streamline your project management with the LEMA framework. Learn actionable strategies, clear steps, and expert tips for C-suite leaders.

26 March 2023

Mastering Project Management Skills: Essential Strategies for Professional Service Firms

Discover the key project management skills every professional service firm needs. Learn actionable strategies and expert insights.

26 March 2025

Project Management Methodologies: A Comprehensive Guide for Professional Service Firms

Explore the leading project management methodologies and discover how to choose the right approach for your business.

10 March 2025

Critical Path Project Management: Optimise Your Project Timelines with Magnetic

Streamline project planning with Critical Path Management. Get actionable tips and see how Magnetic optimises timelines for professional service firms.

21 April 2025

Project Management Software for Small Businesses: Your Complete Guide

Explore top tools and discover how Magnetic can streamline workflow, budgeting, and team collaboration.

25 April 2025

Agile Project Management: A Complete Guide for Professional Services and Agencies

Agile isn’t just for software teams. Architects, accountants, and marketers use it to stay flexible and keep projects on track. Find out if it’s right for you.

19 February 2025

Enhancing Project Agility: Adapting Resources to Changing Requirements

Discover strategies to enhance project agility by adapting resources in real-time. Learn how Magnetic's tools can help you maintain project flexibility.

12 January 2025

How to Manage Project Complexity: Expert Strategies for Professional Service Firms

Learn effective strategies to manage project complexity in accounting, architecture, engineering, and consulting firms. Discover how to tackle complex projects.

11 January 2025

Functional Manager vs. Project Manager: Understanding the Differences for Better Management

Discover the critical differences between functional and project managers in professional service firms, and learn how to optimise collaboration.

11 January 2025

Project Management Examples: Strategies for Professional Service Success

Explore real-world project management examples tailored for accounting, engineering, architecture, and consulting firms to boost productivity and success.

17 December 2024

Mastering Project Profitability: Key Strategies for Agencies

Struggling to keep projects profitable? Discover practical strategies to prioritise profit, manage scope creep, and align your team for success.

21 October 2024

Best Practices for Managing Workloads Across Engineering Teams

Discover the best practices for managing workloads across engineering teams. Learn how Magnetic’s advanced workload management solutions boost team productivity.

25 May 2024

How to Improve Productivity with Project Management Tools

Discover how professional service firms can enhance productivity using project management tools. Learn best practices and key features tailored to your industry

07 October 2024

The Importance of Real-Time Project Tracking in Engineering

Discover why real-time project tracking is crucial for engineering firms. Learn how Magnetic’s advanced solutions enhance project efficiency, reduce costs, and e

2 September 2025

A Comprehensive Guide to Project Management Software

Discover the best project management software for professional service firms. Compare features and benefits, and find the perfect tool for your business.

May 16, 2025

How to Create an Effective Project Management Plan

Starting a project without a plan is a recipe for failure. Learn the essentials of creating a robust Project Management Plan and streamline your workflow

May 16, 2025

Project Management Statistics and Trends to Watch in 2024

Take a deep dive into the project management trends to watch out for as we make our way through 2024 and what they mean for your business

29 May 2024

7 Essential Project Management Best Practices Every Project Manager Should know

Learn 7 of the most essential project management best practices that will take your projects to new heights

10 September 2024

The Benefits and Advantages of Using Gantt Charts in Project Management

Gantt charts are critical for managing projects effectively. Learn the benefits and advantages in our detailed guide.

1 June 2024

Mastering Project Budget Management: A Step-by-Step Guide to Financial Success

Mastering project budget management is crucial for steering projects towards financial success. Learn the ins and outs in our in-depth guide

7 June 2024

Critical Mistakes that Lead to Project Mismanagement and How to Avoid Them

Learn why effective project management is essential for avoiding the costly and frustrating pitfalls of mismanagement

10 June 2024

The Ultimate Guide to Selecting Agency Project Management Software

Effective project management is the key to agency success. As projects become more complex and team collaboration plays a crucial role, having the right tools in

Technology

Learn how Briefin helps agencies lock in scope, avoid messy mid-project changes, and start every job with total clarity, before the work even begins.

22 May 2025

Introducing Briefin: A Simpler Way for Agencies to Start Projects Right and Stay in Scope

24 March 2025

Software Cost Reduction: Effective Strategies for 2025

Discover proven strategies to reduce software costs in 2025. Learn how professional service firms and agencies can optimise spending and boost productivity.

May 16, 2025

10 Best Business Management Tools for Professional Service Firms

Discover the top 10 business management tools tailored for professional service firms. Compare features, pricing, and integrations.

Master Business Growth with Agency Technology

Learn why adopting agency management technology can take your business to new heights.

24 June '24

Workflow Max Is Retiring

Xero will be retiring its cloud project management tool, WorkflowMax on 26 June 2024, beyond which the product will no longer be available.

24 June '24

Why Resource Management Is the Backbone of Every Successful Agency

When resourcing goes wrong, delivery slows, margins shrink, and your best people burn out. Learn what effective resource management looks like inside a creative agency and how tools like Magnetic help you plan smarter and move faster.

2 mins

Finance management

When you only track profit only after the fact, you’re steering without seeing. Real-time dashboards give decision makers the visibility they need to know where they stand at any given time.

2 October 2025

Real-Time Profitability Dashboards and the Cost of Flying Blind

6 October 2025

How CFOs Can Get Cash Flow Forecasting Right in Small Professional Services Firms

When you live off project billing, cash flow feels like a moving target. Salaries, rent, and software never wait, but clients often do. The CFOs who forecast properly get to plan with confidence instead of firefighting.

3 October 2025

Why Visibility Gaps Cost Professional Services Firms Millions (and How to Stop the Leakages)

If your firm’s still dealing with spreadsheets and gut feel, you’re probably leaking money without realising it. Here’s how business visibility software changes the game, and why fixing it is easier than you think.

30 September 2025

Scaling an Architecture Firm from 5 to 50 Employees Without Letting Profit Slip Away

Growth should be exciting, not exhausting. Here’s how to expand your architecture team and projects without watching your margins disappear.

13 June 2025

Utilisation vs Realisation Rate: What They Tell You About Profit

Your team is logging hours. But are they turning into invoices? Learn how tracking both utilisation and realisation reveals what you're really earning.

21 March 2024

5 Metrics Every CEO Needs to Watch Weekly

Discover the 5 essential weekly metrics every CEO should monitor to drive sustainable growth and profitability.

May 16, 2025

Avoiding Budget Overruns: Effective Project Financial Management for Architects

Learn how architecture firms can prevent budget overruns with effective project financial management strategies. Boost profitability and keep projects on track.

06 October 2024

Budgeting and forecasting tools for professional services

Discover the top budgeting and forecasting tools for professional services that streamline financial planning, enhance decision-making, and drive profitability.

24 July 2024

7 Essential Financial Management Tools for CFOs

Discover the top 7 types of financial management tools every CFO needs to streamline financial operations, boost productivity, and drive profitability.

Agency management

AI is transforming creative work - but originality, judgment, and culture remain human. Explore insights from Joe Public and Red & Yellow on how agencies can balance efficiency with authenticity.

13 October 2025

The Future of Creative Work in an AI World: How Agencies Stay Original, Human, and Ahead of the Curve

3 October 2025

Agency Profitability Playbook: Growing Margins Without Growing Headcount

Why adding more people is not the answer, and how smarter software can help you keep profits healthy

8 May 2025

The 2025 Agency Profitability Playbook: Fixing Hidden Leaks in Operations

Struggling with over servicing, low utilisation, or endless revisions? Discover what’s really draining your profitability and how to fix it.

20 March 2025

Exclusive Strategies for Scaling Agencies [Webinar Recap]

Missed our “Exclusive Strategies for Scaling Agencies” webinar? Get the core lessons from Craig Rodney & Megan Adams on fixing profit-killing habits.