PM Forum introduced an “AI in marketing” workshop in September 2024 (see Key Insights from the AI in Marketing training by Optix at PM Forum) so I joined a session recently to see how things have changed. The session has been extensively updated – with the facilitator sharing updates from Read More
I am often asked by clients to assist in enhancing their client service and client experience. Recently, I facilitated workshops for senior leadership teams where they wanted a) a briefing on the range of client service initiatives in professional services and b) help with deciding their priorities and strategy for Read More
This article appeared in PM Magazine (May 2026). Growth perspectives: Private equity and business development (Managing Partners' Forum Growth Conference 2026) As private equity accelerates across professional services, firms attending the Managing Partners’ Forum’s Professional Services Growth Conference faced a critical question: How do you turn investment into sustainable growth? Read More
This article is one in a series supporting the Home – PM Forum training course Aspiring Marketing and Business Development Leader – PM Forum (for marketing and BD managers looking at their next career move). The essence of marketing is to anticipate and meet client needs profitably. As your career progresses, you develop Read More
Many firms are experimenting with and using AI to support efficient and effective development of bids, proposals and tenders. I last wrote about AI pitch automation at Arup and GHD in October 2025 Arup and GHD pitch automation and AI. And had considered how Bidwells used AI in producing case Read More
