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Powerful clarity for dynamic professionals
Learn how to bring teams together and build the future through intelligent visualization of people, processes, and systems.
Matrix diagrams: What they are and how to use them
Matrix diagrams help project managers visualize and evaluate complex relationships so they can make better decisions and keep projects on track. Learn how to create your own (includes free matrix chart templates)!
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Lead vs prospect vs opportunity: How to identify potential customers
Sales jargon can confuse the best of us, especially when you consider terms like lead vs prospect vs opportunity. Learn the definitions of these terms, and discover ways to find leads, identify prospects, and seize opportunities.
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The resignation process: What to do when employees leave
It is inevitable that employees will come and go. Learn ways to develop a consistent employee exit procedure so employees, managers, HR representatives, and IT specialists know what needs to be done for a successful transition.
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6 essential steps in the procurement process flow
Streamline purchases throughout your company with a proper procurement process flow. This article will explain the six steps of the procurement process and show how visualization can help your business create and implement this process.
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The offboarding process: How to transition employees smoothly
A strong offboarding program can help HR avoid common pitfalls in the employee exit process and improve the overall transition for both sides. Learn best practices for developing your offboarding process (plus get our free process flowchart).
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3 proven methods to transform your sales management process
Discover 3 sales management techniques you can use to build out your sales team and redefine the way other leaders are groomed for the management of a sales force.
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Problem-solving flowchart: A visual method to find perfect solutions
How do you approach problems? Do you have a process in place to ensure that you and your co-workers come to the right solution? Learn how to find solutions visually through a problem-solving flowchart and other methods.
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How to plan more effective meetings with a weekly team agenda
Run team meetings more effectively with an agenda. Try these tips on using a weekly team agenda and its benefits. Weekly agenda template included!
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A step-by-step guide to the PDP process
The performance development planning (PDP) process reduces the inefficiencies and inaccuracies of the traditional annual review process and empowers employees and managers to take a proactive approach to performance management. Learn more!
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Business Process Framework (eTOM): A plan for business success
Learn more about the business process framework, a collection of best practices that will help your company build its systems, operations, and infrastructure.
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How to structure deal reviews and QBRs for greater sales success
Deal reviews and quarterly business reviews (QBRs) are two activities sales leaders can leverage to support and optimize their team’s pipelines—but only when they're handled correctly. Learn how to structure deal reviews and QBRs to win more deals.
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Keeping deals on track: How to nail the sales follow-up process
The right way to follow up with your prospects depends on a combination of timing, battle-tested practices, and the customer themselves. Learn how to take hold of the sales follow-up process—and close more deals for your business.
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