Tarryn Menzies, PMP, AgilePM 
Customer Relationship Management (CRM) software can work well for years, but pricing, scalability, or integration issues can pop up unexpectedly, prompting you to look for alternatives. Overall, I’ve found Pipedrive a really capable tool, especially for teams that value visual, Kanban-style workflows to help sales teams track what’s happening throughout the sales lifecycle; however, no … Read more
I’ve used Guidde and similar screen-recording software extensively over the past few years, and I’ve really come to enjoy using tools like this to speed up documentation creation, training, onboarding, and demos. It’s my go-to whenever I have a process that would be a pain to explain over and over again or hard to explain … Read more
Let’s jump right to the question, yes! Rippling offers full-service payroll for your global teams as part of its already impressive workforce management platform. This is a huge value-add for organizations looking to consolidate disparate tools into a single tool! Instead of integrating a separate payroll function, which adds costs and complexity, businesses can use … Read more
I’ve spent over a decade in the software and tech industry, watching the landscape shift right under us as AI evolves. Over the last few years, one of the biggest changes in AI has been how people discover and search for information and how brands gain visibility. From feeling sort of “experimental” to this being … Read more
Writing and updating SOPs, training docs, and other how-to content can eat up a ton of time. I get it. I’ve spent the last ten years deep in operations and documentation, and I know how much harder this gets as a company grows. Teams change, processes shift, and things get way more complicated than you’d … Read more
If you’re reading this, chances are you have either set up, run, or completed training on a learning platform and know that in general, this process tends to be cumbersome. As someone who has done all three and worked on LMS (Learner Management System) software, I’ve learned that most training failures don’t stem from the … Read more
I’ve been in the project and operations space long enough to know what “clock-in/out” cards felt like and how very archaic they seem now, but modern tools have changed the game in how both employees and businesses use and feel about time cards. If you’re still using paper timesheets or timecards, or spending an extraordinary … Read more
As a project and ops manager, creating contracts and requiring signatures almost daily, I use PDF creation and E-signature tools extensively, and I can say they’re not all the same. Although the end goal is to get a signature on paper, the level of friction or poor user experience can truly make signing documents on … Read more
I’ve lost hours fighting formatting and spacing on documents, which is why I’ve tested out some alternatives that I can rely on for everyday use. Both PDFfiller and Adobe are popular tools, but each allows a slightly different level of editing and other features that I’ve found useful in different scenarios. Adobe tends to be … Read more
If you’re that person at your organization responsible for creating presentations, you’ll know it can be one of the more time-consuming tasks. As a client-facing project manager, I spend a significant amount of my time presenting information to clients at varying levels of seniority and skill. The hard part is matching visually appealing imagery to … Read more
Human Resources Information Systems (HRIS) play a pivotal role in supporting HR teams in managing workforces and operations, but finding the right platform for a unique business can be a challenge. As organizations grow into mid-market (200-5000) and larger (5000+) employee headcounts, finding a good HRIS to support businesses of this scale should be a … Read more
How-to guides, training documentation, and user tutorials are critical for business success and upskilling, yet they’re often neglected. If you’re the one responsible for creating them, you already know how quickly they can eat up time. I’ve been in that position more times than I can count, debating whether it’s faster to just show someone … Read more
Internal processes and documentation tend to be one of those areas people avoid, and this is often because it’s a cumbersome and time-consuming process. Unless you’re like me and you love processes and creating knowledge base articles, this is likely a task that gets missed unless it becomes critical. The reasons for this are varied; … Read more
Choosing the right HR tool for your business can be overwhelming, and I’ve found that the more choices, the more confusing it can be to know which software is right.BambooHR and Homebase are two of the more popular tools I’ve come back to repeatedly because they’re both great in their own right, but for different … Read more
Staying on top of schedules is one of the most critical parts of running a successful cleaning business, and with the range of tools available make this so much easier than it used to be! I manage schedules and task planning extensively, although not specifically in the cleaning industry; I know how double bookings, missed … Read more
Employee enablement is becoming a higher priority for more organizations, and for good reason. A high-performing culture is built on high-performing individuals, who feel supported to grow and learn, and employee enablement is a pivotal part of this process. I’ve been at multiple companies where, although there’s a great culture and shared learning, it’s still … Read more