AI isn’t just another layer of tooling—it’s becoming the operating system for how professional services teams plan, deliver, and scale their work. In this conversation, Tim Fisher sits down with Joe DiPaulo (CEO of Accelo) to unpack how AI-native PSA platforms like Forecast are shifting teams from reactive firefighting to proactive, data-driven delivery.

They explore what’s actually changing on the ground: from margin leakage and spreadsheet chaos to predictive resourcing and AI-assisted decision-making. The throughline is clear—AI isn’t about replacing people, it’s about helping teams scale smarter, with better visibility, stronger utilization, and more consistent outcomes.

Resources from this episode:

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• Connect with Joe:
  • LinkedIn
  • Accelo
  • Forecast

Capacity planning can feel like a tug-of-war between sales, delivery teams, and leadership—especially when growth goals collide with a team that already feels stretched. In this episode, Galen Low sits down with Brandon Llewellyn, Head of Delivery at Cirface, to unpack how delivery leaders can use data to diagnose real capacity issues, make smarter resourcing decisions, and avoid the trap of “just squeezing in one more project.”

Brandon shares how his team approaches capacity planning using simple but powerful metrics, why top-down planning often beats granular task estimates, and how productized services, deal size, and role clarity can dramatically change how “busy” a team feels. They also explore how AI is influencing operational efficiency—and what leaders should actually do with the time it frees up.

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• Connect with Brandon:
  • LinkedIn
  • Cirface

When AI hype is shouting “anything is possible,” it’s easy for teams—especially in regulated, risk-aware orgs—to feel like innovation is either reserved for the “creative people” or only happens in labs behind closed doors. JoAnn Stonier makes the case that innovation isn’t a personality type—it’s a muscle. You can train it, but you also need permission, constraints, and a shared way of working so the results don’t devolve into chaos (or a pile of half-baked agents someone tries to “just unplug”).

This episode is a practical look at how to balance innovation with risk without turning your org into a two-headed “push-me pull-you” that never goes anywhere. The throughline: design thinking isn’t a tired framework—it’s the operating system that helps organizations create consistent, values-driven guardrails as AI becomes increasingly democratized across every function.

Resources from this episode:

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• Check out this episode’s sponsor: Toggl
• Connect with JoAnn:
  • LinkedIn
  • The Cantellus Group