This is Part 2 of our “Becoming AI-Native” series. In Part 1, we shared the big picture: we’re restructuring every function at Birdview around AI workflows, and documenting the whole journey. This week, we go deep on Sales. Specifically, how we bui...

A project intake process is the system service firms use to collect, evaluate, prioritize, and approve project requests before work begins. It helps teams assess scope, delivery effort, timing, capacity, and commercial fit before they commit.

Without a structured intake process, firms approve work too early, overload resources, and create delivery risk befo...

A sales-to-delivery handoff checklist is a structured way to transfer project details from sales to delivery after a deal is closed. It ensures that scope, timelines, financials, and expectations are clearly defined before work begins. This step matters because most delivery issues start with missing or unclear information at handoff.

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AI is doing to companies what the internet did 25 years ago. It’s not a feature you add. It’s a shift in how businesses operate, compete, and deliver value. The companies that treated the internet as a side project, a microsite here, an email newsletter there, fell behind and many didn’t survive. The ones that rewired their operations around it became the companies that defin...

Building a shortlist of project management software starts with identifying where current workflows break down and what capabilities are needed to fix those gaps. Teams compare tools based on how well they support planning, resource coordination, reporting, and integration with existing systems.

A practical shortlist usually contains 3-5 platforms that suppo...