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Search results

10 results found for “relationship management software”

Surveys & Reports
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  • Arena of contention

    Arena of contention

    May 31, 2026 | Chad Coldiron

    By Chad Coldiron | The AEC industry is facing uncertainty, but leaders remain optimistic, practical, and focused on adapting to what comes next.

    Read
  • When the blueprint changes

    When the blueprint changes

    May 31, 2026

    By Heather Applegate | Strong change management turns disruption into momentum by aligning leadership, reducing uncertainty, and helping people stay oriented through transition.

    Read
  • Delivering bad news about non-performance

    Delivering bad news about non-performance

    April 12, 2026 | Mark C Zweig

    By Mark Zweig | Strong leaders address underperformance directly, clearly, and quickly before it damages culture, client relationships, and team morale.

    Read
  • Twelve ways to maximize value

    Twelve ways to maximize value

    January 25, 2026 | Mark C Zweig

    By Mark Zweig | For AEC firm owners and top managers who say they care about value but keep acting like they don’t.

    Read
  • Ways to win more new business

    Ways to win more new business

    January 25, 2026

    By Matt Cooper | Repeat clients keep AEC firms stable, but winning new work is what determines long-term growth and resilience.

    Read
  • One conversation at a time

    One conversation at a time

    January 04, 2026

    By Logan Neitenbach | Recruiting thrives on curiosity, trust, and purpose, because people – not processes – are the true drivers of organizational success.

    Read
  • Year-end tech check

    Year-end tech check

    December 14, 2025

    By Lucas Gray | Tech becomes a strategic advantage when firms measure real ROI and budget for tools that drive profit, productivity, and long-term capability.

    Read
  • The struggle with subscale

    The struggle with subscale

    September 28, 2025

    By Matt Cooper | These firms often rely on few clients, multitasking staff, and undocumented processes, creating volatility, inefficiency, and growth challenges.

    Read
  • The high-performance blueprint

    The high-performance blueprint

    May 18, 2025

    By Stefanie Richter | High-performing AEC teams thrive on chemistry, clarity, and control – enabled by integrated systems that eliminate costly friction.

    Read
  • Zweig Group announces new hires and promotion

    Zweig Group announces new hires and promotion

    December 19, 2024

    Zweig Group is excited to announce strategic additions and promotions to its team. These appointments reflect Zweig Group’s continued commitment to delivering innovative solutions and exceptional service to its clients.

    Read
  • Accounts receivable and collections

    Accounts receivable and collections

    March 24, 2024

    By Stephen Dominguez | AEC firms struggle to retrieve all of the revenue they bill out, however there are some solutions firms can use to counteract commonplace issues.

    Read
  • Realizing the benefits of AI

    Realizing the benefits of AI

    September 24, 2023

    By Ryan Belyea | Utilizing AI as a partner will increase our ability to design effectively, be creative, and capitalize on the possibilities of this technology now and in the future.

    Read
  • Would you hire you?

    Would you hire you?

    September 17, 2023

    By Jane Lawler Smith | Elevate your marketing services by asking yourself what your firm’s request for marketing services would include and how your team would respond.

    Read
  • Working to do better: Stephen Hayduk, Jr.

    Working to do better: Stephen Hayduk, Jr.

    April 09, 2023

    By Liisa Andreassen | Principal and chief engineer at Hayduk Engineering, a multidisciplinary consulting engineering firm specializing in civil and wastewater engineering.

    Read
  • People problems

    People problems

    March 19, 2023 | Mark C Zweig

    By Mark Zweig | As a business owner, people problems will probably be at the top of your “problems/opportunities” list.

    Read
  • Making your CRM work for your firm

    Making your CRM work for your firm

    January 01, 2023 | Mark C Zweig

    By Mark Zweig | Your CRM should be a major asset for your firm, but you have to make sure your people are using and updating it.

    Read
  • Incentivizing: Sean Sullivan

    Incentivizing: Sean Sullivan

    December 18, 2022

    By Liisa Andreassen | President of Living Stone (Black Mountain, NC), a design-build firm that has been crafting luxury, award-winning custom homes for more than 25 years.

    Read
  • Why private equity is investing in AEC

    Why private equity is investing in AEC

    November 06, 2022 | Mark C Zweig

    By Mark Zweig | Private equity firms that used to have no interest in AEC are now putting their money into companies in our industry.

    Read
  • An employee-first approach

    An employee-first approach

    October 02, 2022

    By Danielle Eisenstock | Highlighting your commitment to career growth, flexible work options, and open communication will show staff your firm has an employee-first approach.

    Read
  • TZL Podcast: Erica Olsen

    TZL Podcast: Erica Olsen

    September 29, 2022 | Randy Wilburn

    Erica Olsen, COO and co-founder of OnStrategy, discusses how her company combine hands-on services with customized software to design great strategies and automate the process for managing execution.

    Read
  • The great timesheet dilemma

    The great timesheet dilemma

    September 18, 2022 | Mark C Zweig

    By Mark Zweig | Most firms in this business still struggle to get their people to do their timesheets and turn them in – but there could be a simpler way.

    Read
  • Transforming lives: Mike Lendino

    Transforming lives: Mike Lendino

    June 19, 2022

    By Liisa Andreassen | CFO of Studio+ (Fort Myers, FL), an architecture and interior design firm focused on design solutions that transform lives.

    Read
  • Risky business

    Risky business

    June 19, 2022

    By Jason Cunningham | There are several proactive actions that can be implemented to mitigate IT security risks and keep your firm prepared.

    Read
  • Command of data is the difference

    Command of data is the difference

    December 26, 2021

    By Lucas Hayden | Unanet’s inaugural AEC benchmarking study reveals the data-management practices that separate the best firms from the rest.

    Read
  • Focused: James Bradley

    Focused: James Bradley

    October 10, 2021

    By Liisa Andreassen | Managing principal at GGLO (Seattle, WA), a firm that believes it’s both the opportunity and responsibility of design to inspire the best aspects of community.

    Read
  • Creating a team-oriented environment

    Creating a team-oriented environment

    August 22, 2021

    By Tim Schroeder | By focusing on teams, you could deepen employee engagement, enhance communication, and improved your firm’s agility.

    Read
  • From founder-led to purpose-led

    From founder-led to purpose-led

    August 01, 2021

    By Tim Schroeder | Making incremental changes to pay attention to what’s important to your people and rallying your team behind a common goal could lead to astonishing results.

    Read
  • Trusted advisor: Brian Darrow

    Trusted advisor: Brian Darrow

    May 23, 2021

    President and CEO of Blueline (Kirkland, WA), a firm that’s committed to building relationships, enhancing communities, and improving lives.

    Read
  • Set the vision: Eric Baltzell

    Set the vision: Eric Baltzell

    March 28, 2021

    By Liisa Andreassen | CEO of Garmann Miller (Minster, OH), a multi-discipline design firm that impacts communities through dedicated service and smart design.

    Read
  • Northbound: Jim Croy

    Northbound: Jim Croy

    March 21, 2021

    By Liisa Andreassen | Managing partner and CEO of Croy Engineering (Marietta, GA), a multidiscipline consulting engineering firm that believes in engineering the extra mile.

    Read
  • Represent everyone: Shannon Acevedo

    Represent everyone: Shannon Acevedo

    January 31, 2021

    By Sara Parkman | Improved representation improves our ability to problem-solve, to be strategic with our strengths, and to think critically and comprehensively about topics.

    Read
  • Creating success: David E. Ott

    Creating success: David E. Ott

    January 10, 2021

    CEO and president of SEH (St. Paul, MN), a firm that’s simplifying the world’s complex challenges by designing better places, engineering clean water, and renewing infrastructure.

    Read
  • Remote work lessons learned

    Remote work lessons learned

    November 08, 2020

    Firms are discovering new ways of operating that will allow them to be more effective and efficient throughout the rest of the pandemic and after.

    Read
  • Touchdown: Raymond Romero

    Touchdown: Raymond Romero

    October 25, 2020

    Managing principal at Inventure Design (Houston, TX), a firm that transforms the client experience in design and architecture by creating smart, human-centered spaces.

    Read
  • Guide and lead: Rayburn ‘Jake’ Donaldson

    Guide and lead: Rayburn ‘Jake’ Donaldson

    October 11, 2020

    Managing partner at Method Architecture (Houston, TX), a firm that practices ego-free architecture, creatively solves problems, and provides unparalleled customer service.

    Read
  • Indispensable: Benjamin Cornelius

    Indispensable: Benjamin Cornelius

    September 27, 2020

    Partner at LERA Consulting Structural Engineers (New York, NY), a firm that has created innovative, yet constructible and economical structural designs since 1923.

    Read
  • Support constant growth

    Support constant growth

    June 15, 2020

    Staff training fuels a culture of continuous education, enabling your firm to stay competitive, relevant, and profitable for the long run.

    Read
  • Personal connections: Nick DeNichilo

    Personal connections: Nick DeNichilo

    June 01, 2020

    President and CEO of the North American operations of Mott MacDonald (Iselin, NJ), a $2 billion global management, engineering, and development firm.

    Read
  • Accelerated growth

    Accelerated growth

    October 14, 2019

    Growth and relationship management software turn marketing into the catalyst for growth: The four best practices for winning marketing teams.

    Read
  • Improve and grow: Jeff Gilliland

    Improve and grow: Jeff Gilliland

    September 30, 2019

    Founding principal of J2 Engineers, a multi-discipline firm looking to double its 2018 net service revenue by 2023.

    Read
  • Data, data everywhere

    Data, data everywhere

    August 26, 2019

    Getting a better handle on your data helps you identify what your firm is truly good at, and where the highest profits are.

    Read
  • Challenging opportunities: Dorian Adams

    Challenging opportunities: Dorian Adams

    July 08, 2019

    President of Reaveley Engineers, a national structural engineering firm based in Salt Lake City, Utah.

    Read
  • Chief enthusiasm officer: Matthew Saacks

    Chief enthusiasm officer: Matthew Saacks

    May 20, 2019

    President of Ampirical (Best Firm Multi-discipline #21 for 2018), a 200-person firm on the north shore of Lake Pontchartrain.

    Read
  • Key successors: Bob Howell

    Key successors: Bob Howell

    March 04, 2019

    CEO of SSOE Group (Hot Firm #44 for 2018), a global project delivery firm for architecture, engineering, and construction management based in Toledo, Ohio. By Liisa Andreassen Correspondent “All key positions within the company are...

    Read
  • Back it up (with bass, if needed)

    Back it up (with bass, if needed)

    October 08, 2018

    Marketers for professional services firms should expect, and be prepared for, inevitable setbacks in the submittal process. I play bass in a classic rock band. We were doing a sound check at a recent gig...

    Read
  • Conference call: Sepideh Saidi

    Conference call: Sepideh Saidi

    June 18, 2018

    President and CEO of SEPI Engineering & Construction, Inc. (Hot Firm #74 for 2017), a 350-person firm based in Raleigh, North Carolina. By Liisa Andreassen Correspondent “People need to feel like their work life is...

    Read
  • Conference call: Ellen Long

    Conference call: Ellen Long

    June 11, 2018

    President of Long Engineering, Inc. (Hot Firm # 24 for 2017), a 90-person land surveying and civil engineering firm based in Atlanta, Georgia. By Liisa Andreassen Correspondent “Begin to identify internally if you have potential...

    Read
  • Conference call: Anthony Bartolomeo

    December 18, 2017

    President and CEO of Pennoni (Hot Firm #48 for 2016), a 1,250-person engineering firm based in Philadelphia, Pennsylvania. By Liisa Andreassen Correspondent “One recommendation for leadership in a firm is a better working knowledge in...

    Read
  • The human element

    November 06, 2017

    The ‘next big thing’ in marketing and business development is not a piece of software, but the people behind it. I recently provided a day-long marketing and business development consultation for a very well-known niche...

    Read
  • Rest your weary fingers

    October 23, 2017

    Voice activation is coming to customer relationship management, and if you adopt it, you’ll save time and succeed. We spend a lot of time talking to our gadgets these days. Whether we’re seeking directions from...

    Read
  • Marketing matters, part 2

    September 11, 2017

    Digital is critical, but don’t fixate on having an army of followers. Instead, use social channels to build your brand equity. What is the first thing you do when you wake up in the morning?...

    Read
  • Conference call: Alan Dostert

    August 14, 2017

    President and CEO of EAPC Architects Engineers (Marketing Excellence #3 Website and #1 Holiday for 2017), a 140-person firm based in Grand Forks, North Dakota. Editor’s note: EAPC, founded in 1967, is celebrating its 50th...

    Read
  • CRM = CCCC

    July 31, 2017

    Customer relationship management has changed over the decades, but some things have remained the same: currency, correctness, consistency, and completeness. Walkmen were all the rage, cell phones were the size of eggplants, and Whitney Houston’s...

    Read
  • Conference call: Paul Gabriel

    July 31, 2017

    President of Environmental Partners Group, Inc. (Hot Firm #22 for 2017), a 55-person firm based in Quincy, Massachusetts. By Liisa Andreassen Correspondent “Their problems need to be your problems,” says Gabriel, referring to the client-firm...

    Read
  • Conference call: David Gardner

    July 17, 2017

    CEO of Coffman Engineers (#62 Hot Firm for 2016), a 400-person virtual, multi-discipline firm with offices across the West Coast, Alaska, Hawaii, and Guam. By Liisa Andreassen Correspondent “Outside members can act like guests at...

    Read
  • Conference call: Mary Josenhans

    July 10, 2017

    President of WestLAND Group, Inc. (Best Firm #41 Multi-discipline and Hot Firm #45 for 2017), a full-service civil engineering and land surveying firm based in Ontario, California. By Liisa Andreassen Correspondent “It’s important to identify...

    Read
  • Conference call: Richard Maser

    May 01, 2017

    Chairman and CEO of Maser Consulting P.A. (#12 Best Firm Multidiscipline and #16 Hot Firm for 2016), a 650-person firm with 22 offices across eight states. By Liisa Andreassen Correspondent “The most important formula for...

    Read
  • Conference call: Edward Fitzemeyer

    April 10, 2017

    President of Fitzemeyer & Tocci (#2 Best Firm Multidiscipline), a 50-person engineering consulting firm based in Wolburn, Massachusetts. By Liisa Andreassen Correspondent “The expectation is growth through 2018 followed by a mild recession in 2019,”...

    Read
  • Conference call: Chad Suprenant

    February 06, 2017

    President and CEO of ISG (Hot Firm #58 for 2016) a 200-person architecture, engineering, and environmental planning firm based in Mankato, Minnesota. By Liisa Andreassen Correspondent With the recent acquisition of Green Bay-based Raasch Associates,...

    Read
  • I Email Dead People

    Client database – valuable yet neglected

    October 21, 2016

    Your firm’s list of contacts is critical to your marketing activity, and it can have a tremendous monetary value, too, so make it a priority. This industry is still doing a poor job of building...

    Read
  • Client database – valuable yet neglected

    October 21, 2016

    Your firm’s list of contacts is critical to your marketing activity, and it can have a tremendous monetary value, too, so make it a priority. This industry is still doing a poor job of building...

    Read
  • Hire for charisma, train for skills

    August 18, 2016

    We have all heard the adage, "Hire for character and train for skills." A/E/P firms really need to "get" this idea. Most don't do it. They're focused on PE registrations and degrees and knowledge of...

    Read
  • The client database – valuable yet neglected

    May 20, 2016

    Your firm’s list of contacts is critical to every marketing activity, and it can have a tremendous monetary value, too, so make it a priority. This industry is still doing a poor job of building...

    Read
  • When PM meets FM

    June 03, 2015

    Several organizations have found that bringing financial management staff onto the project management team results in heaven-sent synergies. In Zweig Group’s consulting practice, we see many firms grapple with the interface between project managers and...

    Read
  • New sponsors announced for the 2014 Hot Firm and A/E Industry Awards Conference

    June 02, 2014

    FAYETTEVILLE, Ark. (Jun. 2, 2014) –Zweig Group is proud to announce Bentley Systems, global leader in software solutions for architects, engineers, geospatial professionals, constructors, and owner-operators, as the Gold Sponsor of the 2014 Hot Firm...

    Read
  • From the Chairman: Welcome to the global marketplace

    March 16, 2011

    By Ed Friedrichs There is no “right” or “wrong” about where work gets done today. Work and ideas flow freely across the planet. The marketplace will buy from the source that provides the right service...

    Read
  • Finance Insider: Understand Basic Financial Statements

    February 17, 2011

    By Tracey D. Jeffers One component to a successful banking relationship is having a good understanding of your financial statements. Your ability to readily and intelligently answer questions posed by a banking professional gives loan...

    Read
  • Project Management Perspectives: Isn’t it ironic?

    February 17, 2011

    By Christine Brack, PMP A few weeks ago, I was talking to a client about his firm’s project management practices, its managers, and systems, and… eventually we began discussing the challenges and frustrations he was...

    Read
  • Bad Service? Try Your Own Firm

    March 03, 2008

    I was at Lowe’s the other day buying a Jacuzzi tub for a 1925 bungalow we are redoing from top to bottom to resell. While the plumbing guy ran off to get my tub, I...

    Read
  • Don’t Tell Me That IT Doesn’t Matter

    March 20, 2006

    While there have been some “experts” who’ve made names for themselves by bashing IT and saying it is, at best, a necessary evil, I completely disagree with them. There are so many ways IT can...

    Read
  • Where’s the Threat?

    May 10, 2004

    Last Saturday morning a friend of mine, Peter Sisk, called to see if he could stop by my house on his way out of town to visit his aging parents in Hartford. He had the...

    Read
  • Getting Marketing Off Dead Center

    November 11, 2002

    As the year winds down, it’s apparent that the majority of design and environmental firms are finishing up a year that wasn’t as good for them as 2001. Flattening out of growth coupled with a...

    Read
  • Stop waiting around

    February 28, 2000

    It seems to me that a lot of people in leadership roles in A/E/P and environmental consulting firms are just waiting around. Whether the discussion around the table is related to dealing with a non-performer,...

    Read
  • Sound Off!

    May 24, 1999

    I don’t mind telling our readers that it’s a great feeling to have a vehicle such as The Zweig Letter to share my thoughts so widely. Along with that comes a certain responsibility not to...

    Read
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