How to Integrate Zoho CRM with Profit.co?

| Category: Integrations.

In this video, you will learn: Description: In this video, users will learn how to integrate their Zoho CRM account with Profit.co. This integration enables teams to track sales metrics such as leads, deals, deal amounts, and activities, ensuring up-to-date check-ins without the need to switch between platforms. IMPORTANT: This video has been temporarily blocked… Read more

How to integrate Zoho Desk with Profit.co?

| Category: Video Tutorials, Integrations.

In this video, you will learn: How to integrate Zoho Desk with your Profit.co account and connect your support tickets to automatically track OKR progress in real-time. IMPORTANT: This video has been temporarily blocked based on your cookie preferences. Please click here to accept marketing cookies in order to watch this video.

The 4 Levels of Project Financial Control

| Category: Project Management.

Karthick Nethaji Kaleeswaran Director of Products | Strategy Consultant Published Date: Feb 18, 2026 TL;DR Project financial control isn’t one-size-fits-all. Level 1 (Basic Budget Tracking) works for small, simple projects – budget versus actual, manual reconciliation. Level 2 (Cost Category Management) adds Work Breakdown Structure alignment and Earned Value Management for standard enterprise projects. Level… Read more

4 Reasons Your PMO Lost Executive Trust And How to Win It Back

| Category: Project Management.

Karthick Nethaji Kaleeswaran Director of Products | Strategy Consultant Published Date: Feb 18, 2026 TL;DR Traditional PMOs lose executive trust by measuring compliance instead of value delivery. The credibility gap stems from four failures: the compliance trap (optimizing for process over outcomes), reporting theater (dashboards that look impressive but tell executives nothing useful), governance bottlenecks… Read more

Why Government Projects Are Leading the Project Financial Management Revolution

| Category: Project Management.

TL;DR Government agencies lead the convergence of project management and financial operations because regulatory requirements leave no choice. The Prompt Payment Act requires prompt payment to contractors and imposes interest penalties for delays. Audit trail requirements demand transaction-level traceability that connects budgets to payments. Improper payment prevention requires real-time validation. Private sector organizations in construction,… Read more

When Should Project Portfolio Management Own Payments?

| Category: Project Management.

Karthick Nethaji Kaleeswaran Director of Products | Strategy Consultant Published Date: Feb 18, 2026 TL;DR Project portfolio management should own payment operations when project complexity requires tracking across multiple vendors and funding sources, governance demands stringent audit trails linking approvals to payments, project teams make execution decisions based on payment status, or financial and operational… Read more

AI-Powered Project Finance: What’s Here And What’s Hype

| Category: Project Management.

Karthick Nethaji Kaleeswaran Director of Products | Strategy Consultant Published Date: Feb 18, 2026 Most finance leaders hear “AI in project finance” and picture a black box that magically predicts budget overruns. That’s not what’s happening. What’s actually here right now isn’t prediction for prediction’s sake. It’s pattern recognition that flags the payment issues you’d… Read more

Payment-Level Tracking in Project Portfolio Management: The Future of Project Financial Control

| Category: Project Management.

Karthick Nethaji Kaleeswaran Director of Products | Strategy Consultant Published Date: Feb 18, 2026 TL;DR A government agency asked for payment-level tracking inside their project portfolio management platform, not just budgets, but actual invoice reconciliation, payment status, and financial deductions. This isn’t unusual anymore. For project-intensive organizations (government, construction, financial services, healthcare), payment timing directly… Read more

Why On-Time, On-Budget Projects Still Fail Strategy

| Category: Project Management.

TL;DR Projects can succeed while strategy fails because delivery metrics hide misalignment. Leaders must shift focus from project health to outcome relevance to ensure execution actually supports strategy. The fix isn’t better project management; it’s continuous portfolio realignment based on strategic outcomes, not delivery performance. Projects finish with a strategic outcome. That sentence explains more… Read more

Transforming Your PMO Into a Value Delivery Office

| Category: Project Management.

TL;DR PMO-to-Value Delivery Office transformation follows a five-phase roadmap: establish value metrics that matter to executives, kill zombie projects to build credibility, create a CFO partnership on capital allocation, implement continuous value monitoring, and become a strategic orchestrator. Success requires joint CFO-CIO sponsorship, willingness to make hard termination calls, and patient persistence through organizational resistance…. Read more

Beyond the Budget Gate: Rethinking Project Funding for the AI Era

| Category: Project Management.

How leading organizations are replacing rigid approval workflows with intelligent, milestone-based funding that accelerates innovation while reducing risk TL;DR Progressive funding releases project budgets in stages based on evidence, not assumptions. It aligns teams to strategy, reduces overruns, improves benefits realization, and fosters a culture of learning. Start small, measure results, and scale with data—and… Read more

Why Your PMO Is Failing And What Value Delivery Offices Do Differently

| Category: Project Management.

TL;DR Traditional Project Management Offices measure compliance and schedule adherence while portfolios fail strategically. Value Delivery Offices flip this model, tracking outcomes over projects, enabling speed over governance, and partnering with finance over IT. The transformation requires killing zombie projects, speaking CFO language, and building continuous monitoring systems that surface value delivery risks in real… Read more