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Guides

Writing on how client work actually goes wrong

Operational detail rather than thought leadership. Each guide covers one recurring problem in professional services delivery and what to do about it, whether or not you use our product.

  • Distributed delivery
  • Scope and commercials
  • Tooling
  • Client relationships
Distributed delivery18 June 202611 min read

Running projects across Hong Kong, Singapore and US time zones

A practical operating model for delivery teams whose working days barely overlap, covering handover discipline, deadline conventions and which meetings are worth the 6am start.

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Scope and commercials27 May 202612 min

Scoping client work so it does not drift

Why scope creep is a documentation failure rather than a client behaviour problem, and how to write acceptance criteria that survive a review meeting.

  • Scope in deliverables and artefacts, never in activities or phases.
  • Write acceptance criteria specific enough to settle an argument.
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Scope and commercials6 May 202610 min

Milestone-based billing and the cash flow it fixes

How to structure milestone billing so payment tracks delivery, why the gap between approval and invoice is the most common cash problem in services, and what to do about late payment across HK, SG and the US.

  • Tie each payment to a milestone that can be independently verified and approved.
  • Take an initiation payment before work starts, and bill every two to four weeks.
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Tooling15 April 202611 min

Choosing a project management tool for client work

Why tools built for internal teams break down on client projects, the specific capabilities that matter when a client sits in the plan, and how to run an evaluation that predicts real adoption.

  • Most client-work frustration comes from tools assuming everyone in the plan is internal.
  • Require per-item visibility, free external collaborators and approval as a tracked object.
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Client relationships24 March 20269 min

Onboarding a client into a shared workspace

A first-fortnight sequence for getting a client to actually use a shared project view, including the kick-off agenda, what to share, and how to handle the stakeholder who prefers email.

  • Populate the workspace with real milestones before the client ever sees it.
  • Spend ten minutes at kick-off on status, their open items and how approval works.
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These practices are the product's default

Written acceptance criteria, recorded approvals, asynchronous review and estimate-against-actual tracking are how Projexio works out of the box, rather than conventions you have to enforce yourself.

Questions first? Email support@projexio.org and a person will reply.