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Rocketlane Unveils Propel25 to Guide Professional Services Teams Toward Intelligent Delivery

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As professional services navigate automation, AI, and budget restrictions, Rocketlane introduces Propel25—its flagship conference designed to explore paths to radical efficiency. This flagship event explores themes relevant to professional services leaders, with this year’s event bringing focus on how service teams can become smarter, more agile, and AI-driven, transforming the way they operate, collaborate, and deliver value.

SAN MATEO, Calif., Feb. 26, 2025 /PRNewswire-PRWeb/ — The global AI market is set to grow by 38% in 2025, with Agentic AI emerging as one of the leading trends for the new year. (1) According to a survey of U.S. IT executives at companies with revenue over $1 billion, 37% of respondents say they are already using Agentic AI, and 93% are either extremely or very interested in exploring it. (2) Amid this shift, professional services teams face growing pressure to embrace these new tools. “Every organization is turning to AI and automation, and professional services teams cannot afford to be the exception in this increasingly competitive landscape. Yet, they’ve lagged behind compared to marketing, customer support, and product development teams,” notes Srikrishnan Ganesan, CEO & Co-founder of Rocketlane, a leading SaaS platform for professional services management. “That’s why our 4th edition of Propel25 aims to serve as a catalyst, encouraging organizations to think big and prepare their teams to be more agile, intelligent, and efficient.”

“Every organization is turning to AI and automation, and professional services teams cannot afford to be the exception in this increasingly competitive landscape.” — Srikrishnan Ganesan, CEO & Co-founder of Rocketlane

The Intelligent Delivery Organization: Overcoming AI Adoption Challenges
Even though the need for modernization in the professional services industry is evident, many still struggle to integrate AI at scale. While 44% of professionals express optimism about AI’s role in their work, skepticism remains. Around 35% of organizations are still in the consideration phase, uncertain about how to integrate AI across their operations. Additionally, 70% worry about inaccurate AI responses, data security risks, and ethical concerns. (3)
Poor data quality and ineffective governance are among the biggest barriers to AI success. (4) Organizations often struggle with disconnected, unstandardized data, leading to inaccurate analyses and unreliable AI outcomes. (5) Without a solid data foundation and governance strategy, businesses risk inefficiency and missing valuable insights.
Another major reason for this hesitation is the belief that high-touch, consultative engagements leave little room for AI-driven automation, and many assume that automating professional services tasks is impractical. “Beyond these misconceptions, a closer look at the work of implementation managers, PS consultants, and other service professionals reveals numerous micro-tasks that are ideal candidates for agentic automation,” explains Ganesan.
As budgets tighten, firms can no longer afford to rely on static, legacy systems —they must adopt the next generation of technology and evolve into the “Intelligent Delivery Organization.” This new model embraces AI, agility, and automation, creating an adaptive, data-driven ecosystem. The key lies in a more intentional focus on where teams spend their time and which activities can be automated or augmented with AI, particularly through human-in-the-loop approaches.

Beyond Automation: How AI is Transforming Task Execution in Professional Services Delivery
While automation has historically been used to handle recurring duties, and 42% of business activities are expected to be fully automated by 2027, AI’s growing capabilities are reshaping industries beyond simple efficiency gains. (5) For the Professional Services and delivery industry, AI-driven automation is a game-changer—enhancing project management, resource allocation, customer insights, knowledge management and workflow optimization.
“Professional services organizations now face the need to move from reactive problem-solving to proactive AI-led optimization, governance, and automation to future-proof their delivery and CX” points out Ganesan.
AI-driven intelligent agents are already transforming key areas of professional services by:

Enhancing communication and project tracking – Implementing automated follow-ups, status updates, and project documentation.Optimizing meeting-driven workflows – Automating critical documentation tasks, reducing administrative overhead.Streamlining customer feedback and requirements gathering – Using AI to collect, analyze, and respond to client input more efficiently.

AI isn’t just a tool—it’s an intelligent teammate that can support both leaders and execution teams by taking on routine yet critical tasks. Propel25 will showcase how leading companies are making groundbreaking advances in this space, proving that AI in professional services isn’t just about efficiency—it’s about delivering higher quality and smarter operations.

Maximizing Impact: How Propel25 Helps Organizations Do More with Less
By embracing intelligent automation, businesses can streamline operations and empower teams to focus on high-value work. Propel25 will spotlight how teams are using AI to automate everyday tasks, actively support teammates, and introduce agents that do the work—not just recommend actions. The event will focus on execution, showcasing real-world applications of AI that enhance decision-making and improve operational agility.

Key takeaways:

Intelligent Automation: Implement automation solutions that optimize resource use, reduce costs, and improve operational efficiency.AI-Driven Decision-Making: Integrate AI to drive productivity and provide teams with the tools to anticipate and respond to challenges faster.Navigating Budgetary Constraints: Propel25 stresses the importance of making strategic, data-driven investments that will sustain growth and profitability in a cost-conscious environment.

Propel, Rocketlane’s flagship conference, will take place May 14–15 in San Francisco, California, and will bring together leaders in professional services and delivery for an unparalleled learning and networking experience.
As Ganesan concludes, “Propel25 invites us to rethink how we work, how we lead, and how we elevate the delivery experience—for our teams, our customers, and our industry as a whole.”

About Rocketlane
Rocketlane stands at the forefront of redefining service delivery for modern teams. With its cutting-edge platform, Rocketlane unifies onboarding, implementation, and professional services workflows, enabling teams to collaborate efficiently with customers and deliver projects on time and within budget. By integrating projects, resources, finances, and customer experiences, Rocketlane not only streamlines operations but also significantly enhances customer satisfaction and profitability. This transformational tool offers a unique trifecta that propels businesses towards exceptional delivery performance, making it the ultimate solution for modern service teams looking to achieve world-class results. For a comprehensive understanding of Rocketlane’s offerings and impact, please visit their website https://rocketlane.com/.

References
1. “Top AI Statistics and Trends 2025 – Teneo.ai.” Teneo.Ai – Transforming Every Phone Call to a Love Story with Your Brand, Teneo.ai, 16 Oct. 2024, teneo.ai/blog/ai-ascendancy-unveiling-top-ai-statistics-and-trends-for-2025.
2. Davenport, Thomas H. , and Ian Barkin. “2025 UiPath Agentic AI Report: Preparing for the Agentic Era.” Uipath.com, 2025, uipath.com/assets/downloads/agentic-ai-research-report.
3. Thomson Reuters Institute. 2024 Generative AI in Professional Services. 2024, thomsonreuters.com/content/dam/ewp-m/documents/thomsonreuters/en/pdf/reports/tr4322226_rgb.pdf.
4. Deloitte. “Challenges of Using Artificial Intelligence.” Deloitte United States, 2024, deloitte.com/us/en/pages/consulting/articles/challenges-of-using-artificial-intelligence.html.
5. World Economic Forum. “Future of Jobs Report 2023.” May 2023.

Media Inquiries:
Karla Jo Helms
JOTO PR™
727-777-4629
jotopr.com

Media Contact

Karla Jo Helms, JOTO PR™, 727-777-4629, khelms@jotopr.com, jotopr.com

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TeamLogic IT Honors Top Franchisees, Brings Leading Industry Experts Together at TeamLogic IT Owners Summit Convention

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MISSION VIEJO, Calif., Oct. 21, 2026 /PRNewswire/ — TeamLogic IT, a national provider of managed IT services and technology support, celebrated the achievements of its franchise network at the company’s annual Owners Summit and Vendor Show, held October 5-8, 2026. The event brought together TeamLogic IT franchisees, vendors and partners for a week of learning, collaboration and connection, culminating in the recognition of the network’s top-performing franchisees.

“One of the things that makes TeamLogic IT so special is the strength of our franchisee community. Our TeamLogic IT franchise owners represent the very best of the managed services industry,” says Richard Lowe, president and CEO of TeamLogic, LLC. “Owners Summit gives us the opportunity to come together, exchange ideas and celebrate what we’ve accomplished as a network. Recognizing our top-performing owners is always a highlight. Their leadership and commitment to delivering high-quality technology solutions are helping drive our network forward and strengthen the TeamLogic IT brand nationwide.”

The sold-out vendor exhibition featured more than 70 leading companies in the technology industry, including Pax 8, the conference’s signature sponsor, Bitdefender, Blackpoint, Cytracom, Sophos, Kaseya, N-able, NinjaOne, Proofpoint, Rewst, Slide and more.

At a closing ceremony, the following awards were presented:

Franchisee of the Year: Arti Dutt – West Northridge, CA

Rookie of the Year: Reese Verschelde and Corey Gisondi – Bryn Mawr, PA

Technician of the Year: Federico Hansen – N. Palm Beach, FL

VIP (Volume Increase Percentage)
Larry Anderson and Tony Anderson – Montgomery, ALSteve Anderson – Johns Creek, GATop 15 (Based on 2025 sales)
Jim Hackett and Andrew Hackett – Woburn, MATodd & Linda Harrell – Morris Plains, NJTodd & Ruth Tolly – Santa Rosa, CAPaul Behrman & Nadia Pukhova – Lake Forest, CACory & Kathleen Boxall – Ashburn, VARob Fallows & Chris Kasten – Phoenix, AZKirk Gramoll and John Halama – Germantown, WICindy McPike, Cameron Nelson, and Jacob Harrington – Salem, ORBob Roloff – Ft. Myers, FLDwight & Allison Blankenship – Columbus, OHRick Higgins – Dunwoody, GADan & Becky Thomas – Durham, NCScott Daniels – Naples, FLEric Summers – Des Moines, IARandall Wilson – Decatur, ALMillion Dollar Club
Kyle Temple – Richmond, VAJeremy Mason – East Madison, WIJoseph & Joyce Tauras – Manchester, NHSandeep Kaushal – Vernon, CTJim & Mikki Young – Lake Arlington, TXSteve & Jamie McGlumphy – Aurora, ILMike Treiser and Danny Ramey – Denver West, COMayank & Jaimini Patel – Niles, ILAllen Chu – White Plains, NY

About TeamLogic IT
TeamLogic IT is a national provider of advanced technology solutions for companies of all sizes. Local offices provide clients with the IT support they need to run their businesses more efficiently by leveraging the latest technology solutions, including managed IT services, cybersecurity, business continuity, cloud, co-managed IT services, managed AI, and consulting and support. With more than 350 independently owned and operated locations across North America, TeamLogic IT helps companies minimize downtime, improve productivity and secure their IT infrastructure. Visit www.teamlogicit.com or www.TeamLogicFranchising.com for more information on the TeamLogic IT franchise network.

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Mili and Egnyte Partner to put Client Documents to work in Financial Advice

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The partnership brings Egnyte’s secure content platform and Mili’s AI agents together, so advice firms can deliver more comprehensive, personalized advice at scale.

SUNNYVALE, Calif., Oct. 21, 2026 /PRNewswire/ — Mili, an AI platform for wealth management firms, and Egnyte, a leader in secure content collaboration, intelligence, and governance, today announced a partnership that brings Mili’s AI agents to client documents in Egnyte. Advisors work from a file or a whole client folder alongside data from the firm’s CRM, portfolio and planning systems, under each advisor’s Egnyte permissions.

Kitces Research finds that reviewing client documents is the most common way advisors use AI. Its productivity research puts a new financial plan at 15 to 40 hours of team time.

Advisors use Mili’s agents to model the tax cost of moving a client’s accounts into the firm’s strategy, weigh a rebalance against unrealized gains, summarize a bonus agreement and build a financial snapshot from a statement. The agents link answers to their sources and flag what an analysis may still need.

David Ringler, Managing Director at Onyx Bridge Wealth Group ($1.6B+ AUM), said, “Egnyte and Mili are two valuable pieces of technology in our stack, and bringing them together has changed how our practice runs. Mili’s meeting prep and planning agents have become significantly better with Egnyte data behind them.”

Chirag Gandhi, Co-Founder and CEO of Mili, said, “How many clients an advice firm can serve well has long been capped. It is set by the work of understanding each client’s financial life. Agentic AI is changing that, helping advice firms uplift client capacity by accelerating the delivery of high-quality advice.”

Kyle Blair, Director of Global Financial Services at Egnyte, said, “Egnyte helps financial services firms accelerate critical business operations by turning document-heavy tasks into faster, connected, and revenue-generating workflows. Our partnership enables Mili’s AI agents to securely access and work on customer data within Egnyte for better business outcomes.”

The integration is live for mutual customers. Building on Mili’s work with hundreds of advice firms, it aims to put a firm’s full client knowledge into its advice.

About Egnyte

Egnyte is a leader in secure content collaboration, intelligence, and governance, trusted by more than 23,000 customers to increase employee productivity, drive operational efficiencies, and secure mission-critical content. Egnyte’s AI-powered platform empowers organizations to create, share, and protect their information at scale, with specialized solutions designed to meet the unique needs of organizations in architecture, engineering, and construction (AEC), financial services, life sciences, and other industries. For more information, visit www.egnyte.com.

About Mili

Mili is an AI platform for wealth management firms. Its specialized agents automate advisor workflows across meetings, prospecting, onboarding, planning, data management, document intelligence, and compliance. Mili is SOC 2 certified, ISO 27001 compliant, and works with RIAs and broker-dealers managing $250B+ in client assets. Learn more at getmili.ai.

Media Contact

Chirag Gandhi
chirag@getmili.ai

 

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QUANTUM CONNECTIONS PROMOTES JAMES “JAMIE” GRIFFETH TO CHIEF OPERATING OFFICER AND DIRECTOR OF THE DIALOGUE TRAINING INSTITUTE

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DALLAS, Oct. 21, 2026 /PRNewswire/ — Quantum Connections® has promoted James “Jamie” Griffeth to Chief Operating Officer. Griffeth joined the organization in September of 2025 as Chief Learning Officer and will continue to serve as Director of the Dialogue Training Institute in addition to his new responsibilities.

Since joining Quantum Connections, Griffeth has focused on the organization’s learning mission. He designed a four-tier practitioner credentialing framework, architected the Quantum Dialogue Profile behavioral assessment, led the migration to a new enterprise learning management system, and built the organization’s localization pipeline—delivering that training in French Canadian with Spanish and Chinese queued as next languages.

Griffeth’s expanded role brings together organizational operations and learning leadership around multiple goals: maintaining the company’s infrastructure in ways that align with its mission, expanding the certified leadership network, and continuing to make dialogue skills easier to access, practice, and apply in everyday life.

“Jamie has earned my complete trust and admiration thorough his exceptional leadership, strategic thinking, and ability to turn vision into execution.” Said Dr. Jonathan Thorp, Chief Executive Officer of Quantum Connections. “When I asked him to success me as Chief Learning Officer, I already knew he was capable of great things. His performance has only reinforced that confidence. I’m delighted to recognize his contribution with this promotion and look forward to partnering with him as we continue building the future of Quantum Connections.”

Griffeth will continue to support Quantum Connections’ mission by preparing the company for sustainable growth while maintaining the quality and consistency of its learning experiences. By linking program delivery to assessments and evidence, Griffeth aims to use technology to expand its reach to more partners and clients, helping them understand how to apply dialogue skills and the outcomes that follow.

About Quantum Connections
Quantum Connections, founded by renowned relationship experts Harville Hendrix, Ph.D., and Helen LaKelly Hunt, Ph.D., leverages over 40 years of expertise to provide individuals and organizations with invaluable relational competency skills rooted in neuro and quantum social sciences. Quantum Connections serves small businesses, large corporations, global faith communities, educational institutions, and community organizations, as well as individuals, couples, and families, offering live and on-demand training, coaching certification, and resources to foster authentic connections through effective communication and skill development.

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SOURCE Quantum Connections LLC

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