Teams | Collaboration | Customer Service | Project Management

August 2024

Why compliance in business is the key to long-term success

Compliance in business refers to the practice of adhering to laws, regulations, and internal policies that govern an organization. It is essential to make sure that companies run efficiently, morally, and lawfully. In addition to shielding businesses from legal problems, compliance fosters a happy workplace, which eventually aids in long-term success.

How to Asana | Getting started

Welcome to Asana. Let's get you started in just a few minutes. Everything starts with a project. Create one from scratch, use a premade template, or import an existing spreadsheet. With your project created, it's time to add tasks. The actionable, bite-sized pieces of work needed to get your project done. Give every task an assignee and due date so it's clear who's doing what by when.

How to Asana | Asana hierarchy

Asana is the only work management platform that connects all of your team's work. From big goals, down to the day-to-day tasks needed to achieve them. Everything starts with projects and tasks. Whether you're launching a product, handling work requests, or managing a marketing campaign, Each initiative lives within a project. Projects are made up of tasks. Actionable, bite-sized pieces of work. Assign tasks to team members and set due dates to keep everything on track.

How to Asana | Plan your day

Plan your day the Asana way with My Tasks and Inbox. Rather than tracking to-dos in emails or your head, start by visualizing your day's work in My Tasks. Here, you'll see all the tasks assigned to you across every project in your organization. Create new tasks for work you need to get done, organize your tasks with sections, or group them by things like due date or project. And choose your favorite view. Open the detail pane to find all the context you need to start working. And when you're done, complete the task.

How to Asana | Navigating Asana

New to Asana? Let's take a quick tour. From the top bar, you can access your settings, search for work, or create new items. Use the sidebar to move between different spaces in Asana, and invite teammates. Star important items to add them to your sidebar, and collapse it if you need more room. From any project, click on the right side of a task to see its details and add comments. Focus on today's task by using full-screen mode.

Goodnotes Vs Notability: Which Digital Note-Taking App is Better?

Note-taking apps have come a long way. They have evolved from a simplistic platform that allows you to capture information to “smart notebooks.” These digital note-taking apps enable you to capture ideas as they come, jot down key points during meetings, capture handwritten notes, and use templates to brainstorm and organize your thoughts. You can easily share notes with others, add multimedia such as images and audio, and even collaborate in real time.

Project Planning: A Guide For Professional Service Firms

Your project plans make all the difference to project success. While no plan is 100% foolproof, detailed project planning gives you and your team a clear roadmap to follow—one that outlines how you can meet your clients’ goals and your own. Let’s take a closer look at the basics of project planning and how to create this actionable, single source of truth.

Compliance management: What it is, how it works & why it's important

We all follow rules as we go about our lives. Some are enshrined in law. Others are social codes, and some rules we set for ourselves. It’s no different for businesses. There is a barrage of requirements between regulations, industry standards, client and customer demands, and governance policies. Adhering to all these requirements is called “compliance.” Workforce compliance is crucial to avoid financial penalties, build stakeholder trust and grow the company.

Compliance training: A comprehensive guide for modern workplaces

Compliance is increasingly complex. Today, businesses face a web of overlapping compliance requirements that impact every facet of operations. And it’s not only leadership who holds responsibility for compliance. Employees and contractors also have a significant role in keeping your organization compliant. As a result, compliance training is more critical than ever.

Top 9 advantages of implementing BYOD in your organization

For many years now, organizations are taking several measures to bring about flexibility in their work culture. One such practice is Bring Your Own Device, popularly known as BYOD. BYOD enables an employee to work using their own device, giving them the liberty to carry work home or any other location. The main advantages of BYOD include helping businesses grow by saving money and increasing productivity.

The power of positive recognition in the workplace

In the workplace, positive recognition goes beyond a simple thank-you card or pat on the back. It is a crucial part of creating happy, healthy, and driven employees. Acknowledging and valuing employee efforts and successes is known as positive recognition, and it has a big impact on workplace dynamics. Through fostering a culture of respect and value, firms may foster an environment where all employees are inspired to give their best work.

Your step-by-step guide to workforce compliance audits

Workforce compliance is crucial to maintaining a thriving business. It’s the foundation that enables your employees to work confidently, engage customers and partners the right way, and make decisions that grow your business. So, how do you measure compliance? In an ever-evolving landscape of regulations and legal requirements, there’s more need than ever to keep a close eye on compliance. The way to do this is with regular compliance audits.

15 Meeting Agenda Templates In Nifty, Docs, Excel, and More

Productive meetings have one thing in common—they set up the right expectations prior to, during, and post the meeting. However, not all meetings are created equal. According to the Harvard Business Review, participants feel meetings: Clearly, communicating the purpose of the meeting takes center stage, and the best way to do this is by leveraging the right meeting agenda template. In this comprehensive guide, we’ll cover 15 meeting agenda templates to help you start on a productive note.

Billable Hours 101: A Guide for Professional Services Businesses

Improving profitability is a key goal for most agencies. But finding tactical ways to do so can be a lot more challenging, since profitability is impacted by so many variables. Which factors do you need to change? And which actions make the biggest impact? One concrete way to boost profitability directly is to improve billable hours. This increases the percentage of employee hours driving revenue for the business. We’ll explain billable hours, how to calculate them, and how to increase them.

How To Set SEO Goals & Objectives?

The value of effective goal-setting is hard to underestimate. Whether in work, life, sports, or business, this process helps guide the process and pre-determine success. The same is true for search engine optimization. No matter how complex it may seem, it becomes simple with well-defined SEO goals. Why does it matter so much, and how do you create objectives that drive your business further? Read on, and we’ll answer these questions and give you practical tips for achieving the desired results.

Freia Muehlenbein: How to pitch to WIN

Winning pitches is tough. Ghosting has become a common challenge, and even when you win, clients may be commissioning smaller pieces of the project rather than the full program. But that’s only part of the struggle - crafting pitch decks takes a lot of time and energy. Surely there’s a better way than packing slides with your best creative ideas. In this episode we tackle these challenges and introduce a strategic approach to pitching. The focus shifts from pitching tactics to showcasing value and ROI.

Resource Scheduling: Turning Your Resource Plan into Action

Missed deadlines even with a full team. Constant confusion about who should be working on what (and when). Uneven workloads that cause some team members to be overwhelmed while others are bored. All these signs point to issues with resource scheduling. Improve your scheduling process to establish clear assignments and due dates, eliminate delays and miscommunications, and boost your team’s overall productivity. Here’s what you need to know.

Attendance Point System: A Strategy for Managing Employee Absences

Managing employee attendance is a critical aspect of maintaining productivity and ensuring smooth operations in any organization. Frequent or unexplained absences can disrupt workflows, strain resources, and affect team morale. To address these challenges, many companies implement an attendance point system—a structured approach to tracking and managing employee absences.

20 essential employee recognition survey questions to enhance workplace satisfaction and retention

Employee recognition is crucial for a business to succeed. It not only cheers people up but also fosters an appreciative culture, which increases employee retention and happiness. According to Gallup study, employees who receive excellent acknowledgment have a 20-fold higher chance of being engaged compared to those who receive bad recognition.

A definitive guide to call center compliance

From PCI DSS to HIPAA, call centers operate under several laws that help protect sensitive data captured during customer interactions. Call center compliance refers to the systematic process of abiding by these laws and regulations during daily operations. However, adhering to these laws can be challenging without the right knowledge and strategy. In this article, we’ll share five common call center compliance regulations and five smart tips to improve compliance at your center.

New site openings: Reducing costs and delays with work management solutions

In an era where market expansion can make or break a business, the success of new site openings is vital for growth. Whether you're steering the launch of a new healthcare facility or managing multiple retail branch openings, the complexities involved in these initiatives are a shared challenge.

Employee Turnover Rate: Definition & Calculation

Employee turnover is a critical metric that companies monitor closely, as it directly impacts organizational stability, productivity, and costs. Understanding employee turnover—its causes, effects, and how to calculate it—is essential for businesses aiming to maintain a healthy and productive workforce. This article delves into the concept of employee turnover, explains how to calculate it, and discusses strategies to manage and reduce turnover rates.

What is a Sisyphean Task and How to Overcome it When Faced in Organizations?

In the realm of Greek mythology, the story of Sisyphus is a well-known tale of eternal struggle. Sisyphus was condemned by the gods to roll a boulder up a hill, only for it to roll back down each time he neared the summit. This endless cycle of futile effort has since given rise to the term “Sisyphean task,” referring to any laborious and seemingly unending task that offers no real reward or sense of accomplishment.

Low Productivity at Work: 10 Main Factors & Strategies on How to Tackle It

Productivity in the workplace is a critical determinant of organizational success. When employees are productive, tasks are completed efficiently, goals are met, and the overall morale of the workforce improves. However, low productivity is a common challenge faced by many organizations, leading to missed deadlines, increased costs, and decreased employee satisfaction.

Telecommuting vs. Remote Work: What's the Difference?

The concepts of telecommuting and remote work have gained significant attention in recent years, especially with advancements in technology and the impact of global events like the COVID-19 pandemic. While these terms are often used interchangeably, they represent distinct modes of work that offer different advantages and challenges.

Top 15 Team Collaboration Software in 2024

Tired of juggling endless email chains and disorganized files? We’ve done it all, from using group chats to communicate information about your project or requirements to even trying out a productivity tool recommended by an expert. However, not every tool is right for your business, as workplace collaboration varies according to the size, structure, geographic distribution, and unique needs of each team.

Your quick-start guide to GDPR compliance in 2024

What do TikTok, Amazon, Meta and Google have in common with H&M, British Airways and Marriott International? Don’t worry. This isn’t a brain teaser. The answer is that all these household brands are paying hefty fines for GDPR compliance violations after mishandling personal data. In Meta’s case, we tallied nearly $2.5 billion (€2.277 billion) in fines since early 2022, including one record-breaking $1.3 (€1.2) billion infringement.

Understanding SOC 2 compliance: Key concepts, best practice and the benefits of best practices

Information security is one of the most talked-about topics nowadays. And for good reason. According to IBM, the average cost of a data breach in 2024 was a record-high $4.88 million, a 10% increase over the previous year. Breaches affecting data hosted in public clouds had the highest average cost at $5.17 million. With more business functions being outsourced, more people working remotely, and more data stored and processed in the cloud, there’s no room for lax security.

How to give (and take) constructive criticism

Criticism, though often difficult to accept, is key for personal and professional growth. Constructive criticism is feedback that is specific, actionable, and focused on improvement rather than personal attacks. What if we told you you’re not perfect? Obviously, you know that already—but it still kind of stings. Criticism of any kind can be hard to swallow, especially when it comes to something you spent time and energy on. Inherently, we all want to do a good job.

Understanding the 3 levels of employee engagement

Having employees who are inspired is essential to every company’s ability to expand and generate revenue. It communicates the level of commitment and affinity an employee has for the company and their position. Motivated, devoted, and productive employees are more likely to be engaged, which benefits the business in many ways.

10 employee engagement metrics you should be tracking in 2024

Maintaining employee engagement is crucial for the success and stability of a company. Employees who are interested in their jobs are more likely to be efficient and less likely to quit, which is good for the business. Here’s a comprehensive guide to the key employee engagement metrics every organization should track, complete with current statistics and formulas for calculation.

HIPAA compliance: Privacy, protections and what you need to know

HIPAA has been in force for almost three decades, but it’s never been more relevant than today. The number and cost of data breaches is growing. Healthcare regulators are scrambling to catch up with AI. Public health agencies are “addressing a diverse array of issues among an increasingly polarized public”. Amid all this, companies have a critical role to play in protecting sensitive data. One area that’s increasingly under scrutiny is HIPAA compliance.

Project Evaluation: A Complete Guide

Evaluating a project is key to understanding its performance and ways to improve. By checking how a project measures up against its goals, organizations can spot areas that need a boost, use resources more effectively, and make smart choices for future projects. A pre-project evaluation is a critical step before initiating a project.

Top 16 employee retention challenges of the modern workforce

Employee retention is a major challenge for businesses of all sizes in today’s fluid job market. On average, businesses spend about 50% of their employees’ annual salary just to find a replacement for them. Additionally, according to SHRM the average time to fill a position in 2024 is around 44 days across all industries. High turnover rates cost companies significant time and money. Moreover, they disrupt productivity, damage morale, and hinder long-term growth.

10 Ways Scoro Boosts Employee Mental Health and Well-Being

In 2024, Scoro was awarded the “Workplace Mental Health” silver label by Peaasi.ee, highlighting our commitment to prioritizing employee mental well-being and fostering a healthy work environment. At Scoro, we believe that the well-being of our team drives our company’s success. Here are 10 ways Scoro supports employee mental health and well-being.

Jenny Plant: Great Sales and Great PM - Can One Person Do It All?

Part of the remit of an ops leader is to ensure they’ve got the right people, in the right place. In many agencies, account managers handle sales, client relationships, AND project management. However, this hybrid role often leads to trade-offs. Everyone’s got their own strengths and preferences – and these responsibilities seemingly require very different personality types.

The role of digital wellness in enhancing work productivity

Technology exists to improve our lives — to help us connect faster and create better. But we’ve reached a point where the always-on nature of technology is sabotaging workplace productivity. Digital wellbeing is the concept that technology should be tuned to everyday life instead of dictating lifestyles. It promotes a healthy relationship between people and tools, which improves mental and physical wellbeing.

15 employee engagement programs to transform your workplace

The foundation of any successful company is its employees. Engaged employees are more loyal, productive, and satisfied, which greatly improves the performance of the entire business. Good employee engagement programs encourage a happy workplace, which attracts and keeps great talent. Employee involvement may boost productivity and result in a 21% rise in corporate profitability, according to Gallup researchers.

The real reasons behind banks' office return push

In recent news from Wall Street, banks and brokerage firms are requiring their employees to return to the office. While the official reasons include compliance and collaboration, there are deeper, more significant motives at play. This article will explore the real reasons behind office return, revealing a conspiracy to protect investments in corporate real estate.

30 employee engagement activities to build team spirit

Establishing a productive and enjoyable work environment requires engaged employees. Diverse engagement initiatives can boost morale, increase productivity, and raise job satisfaction. Here are 30 effective employee engagement activities to enhance team spirit and create a thriving workplace.

Provider onboarding software: Streamline your hiring process

Provider onboarding software automates the process of adding new healthcare providers to a network, replacing manual tasks with digital workflows. This technology helps reduce administrative burdens, speeds up credential verification, and ensures regulatory compliance. Consider a large healthcare network struggling to manage its provider onboarding process. The HR team spends excessive time on manual paperwork, credential verification, and coordinating system access across departments.

We Tried The 10 Best Open Source Productivity Software Of 2024

The age-old adage, “The early bird gets the worm,” perfectly describes the state of the business landscape today. Competition is fierce and every little advantage can mean the difference between coming out on top or falling behind. Ensuring your teams are as productive as they can be is one way to get ahead, and that is where Open Source Productivity Software comes in. While there are several types to choose from, opting for open-source has its upsides.

Top 16 employee recognition ideas to boost morale and engagement

Employee recognition goes beyond a kind gesture—it’s essential for a business’s profitability and smooth operation. Acknowledging employees is not only courteous but also crucial for a successful and thriving company. A company’s culture that is built on gratitude for its workers encourages morale, productivity, and loyalty.

Creating an employee engagement plan: 6 steps to follow

How well and how quickly a business grows depends on how engaged its employees are. When employees are involved, motivated, and productive, they do better work and are more likely to stay with the company. This article goes into great detail about the most important parts of an employee engagement strategy, such as setting goals, evaluating performance, designing initiatives, putting them into action, and keeping an eye on things.

What is resource allocation, and how can you take advantage of it?

Anyone who’s ever even dabbled in project management knows that it can feel a lot like juggling. But does it ever feel like you’re juggling people, not balls? Resource allocation sits somewhere between project and program management, recognizing that many projects (and most IT projects) rely on specialists, shared resources who get juggled between projects.

New in Basecamp: Better events, including one-click video access & everyday language support

Scheduling client meetings and team calls happens all the time in Basecamp. It's an essential tool, so we set out to improve the experience and bring over what we learned building HEY Calendar. That includes two new features — everyday language support for adding events and quick access to video meetings!

Resource Planning: Turning Your Capacity Plan into Action

Do your projects often run into unexpected roadblocks? Are some team members constantly overworked while others sit idle? If this sounds familiar, take a closer look at your resource planning. Effective resource planning can prevent missed deadlines, uneven workloads, and wasted talent—all while boosting your project success rates. Here’s how to get it right.

11 Tips For Effective Resource Management

Resource management—assigning the right people to the right projects at the right time—plays a key role in a team’s success. But meeting deadlines and goals without overloading team members isn’t always easy, especially when juggling multiple projects. Follow these resource management best practices to create a clear, organized approach that supports your team and keeps clients happy.

Unlock the hidden potential of inventory management software

Inventory management software is a digital solution that tracks, organizes, and optimizes a company's stock levels, orders, and sales in real-time. By providing accurate data and automating key processes, it helps businesses reduce costs, prevent stockouts, improve cash flow, and make more informed decisions about their inventory.

IT service management improves efficiency and the customer experience

IT is both the foundation and the lifeblood of most modern businesses. Take away their IT ecosystem and there might not be a business left at all. So why does it feel like so many businesses are built atop an IT ecosystem that’s wobbly, convoluted, and seemingly bolted together with spare parts? As organizations grow, it’s natural for various IT components to get added to the mix. IT infrastructure might have started out neatly organized.

Revenue Forecasting: A Guide for Professional Services

Accurate revenue forecasts are critical for sustained business growth and profitability. Without them, you’ll find yourself guessing about your financial needs. Which leads to misguided sales targets, less profitable project pipelines, and overworked or underutilized employees. Stop the guesswork and learn how to use revenue forecasts to make data-driven business decisions. This way, you can support the company’s financial health. And your team’s ability to do their jobs well.