Aug 13 | Assessments That Create Projects: Turn a findings report into an approved project
Run assessments, then use comparison reports to show progress and gaps over time. See how to translate findings into initiatives and a compelling, revenue-generating story for both new and existing clients.
Aug 20 | Meet the New Lifecycle Manager: Navigate faster and discover what's new
A guided tour of the redesigned Lifecycle Manager: the new interface, updated navigation, and workflow improvements shipping with the Lifecycle Manager Reimagined release. See where familiar tools now live and spotlight the net-new capabilities.
Aug 27 | Connect IT to Business Goals: Stop selling projects. Start solving business problems
Use Lifecycle Manager's alignment and goals features to link technology initiatives to the client's actual business objectives — framing every recommendation in terms of outcomes leadership cares about.
Sep 3 | Time-Saving Templates: Build it once, reuse it across every client
Create reusable Goal and Initiative templates so best-practice roadmaps and projects deploy to any client in seconds — standardizing your service without rebuilding from scratch each time.
Sep 10 | Roadmaps Clients Actually Follow: Build long-term technology plans clients buy into
Create multi-year technology roadmaps clients understand and approve — sequencing initiatives, tying them to timing and budget, and presenting them in a way that earns genuine buy-in.
Sep 17 | Budgets Without Surprises: Create budgets clients approve and plan around
Build technology budgets in Lifecycle Manager that map directly to the roadmap — giving clients predictable spend, clear justification, and no year-end surprises.
Sep 24 | Run Better Client Meetings: End every meeting with a decision
Structure QBRs and client reviews inside Lifecycle Manager: build the agenda, present live, capture deliverables, and leave with agreed next steps documented and assigned — every time.
Oct 1 | Let Copilot Do the Homework: Prep for any client meeting in minutes, not hours
See how Lifecycle Manager Copilot summarizes a client's environment, drafts roadmaps, and surfaces talking points automatically. Live examples of turning a cold account into a meeting-ready brief in a blink.