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By Sintija Ērgle
The holiday season is made special by its little delights – a glowing string of lights, a crackling fire, and a perfectly wrapped gift. In that same spirit, our Christmas update brings together many thoughtful improvements that may seem small individually but collectively add to a more delightful user experience.
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By Sintija Ērgle
As we wrap up another remarkable year, we’re excited to highlight the updates that have made Scoro even more powerful, efficient, and user-friendly. We’ve gathered a list of this year’s key product updates. Dive in – you might uncover a feature that could be a game-changer for your business in the coming year!
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By Team Scoro
Dashboards are powerful tools that help professional services firms track performance, manage resources, and make smarter decisions. By bringing all key metrics into one place, these dashboards give real-time updates on operations, finances, and client projects. Here are two examples of exectuive dashboards tailored for CEOs/COOs and CFOs.
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By Kiran Shahid
Looking for Salesforce project management tools that go beyond the basics? While Salesforce offers its own project management apps, you might find yourself needing more advanced features. Maybe you need accounting integrations with Salesforce. Or maybe you need features to improve employee resource utilization. Whatever your reasons, use our guide to the top five project management tools that integrate with Salesforce to find the best fit.
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By Kiran Shahid
As Wellingtone’s annual “State of Project Management” report notes, project cost overruns are a near-universal pain point—only 34% of respondents said they “mostly or always complete projects on budget.” And even though overspending is common and frustrating, it’s mostly preventable (we know that no plan is 100% perfect).
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By Liis Milk
Professional Services Automation (PSA) software helps businesses streamline project management, resource planning, invoicing, and financial tracking. It’s an essential tool for firms relying on service delivery, such as consulting, IT support, design, or marketing, by centralizing operations and minimizing inefficiencies. Below is a comparison of 7 top PSA tools designed to optimize your business processes.
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By Team Scoro
Resource forecasting in project management is the process of estimating how many people in specific roles will be available to complete your projects on time and within budget. To predict resource needs, project managers typically analyze three key data sources.
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By Kadri
Before Scoro, Saentys was using a range of systems to run its daily operations: This resulted in project management, time tracking, and billing being spread across different systems, creating challenges throughout the business. In 2021, Saentys decided to transition to Scoro to improve their processes. This is what they were able to achieve.
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By Sintija Ērgle
With the end of the calendar year approaching, we’ve focused our December update on enhancing the calendar and time management features. From sending calendar event invites from Scoro to a new time-off report and other usability improvements, we’ve packed in something useful for everyone!
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By Sintija Ērgle
We know many customers find us through recommendations from friends and colleagues. As our way of thanking you, we’re launching our referral program so you can start earning monetary rewards for referring others to Scoro! This month’s updates don’t stop there—we’re also launching our AI-powered chat assistant ELI and a selection of usability improvements to make your daily work run more smoothly.
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By Scoro
How do you create a highly efficient agency without losing flexibility or quality? In this episode, Harv Nagra sits down with Jinny Mitchell-Kent, Joint Managing Director at Great State. With nearly 20 years of experience at agencies big and small—including global powerhouse AKQA—Jinny shares how she’s applying lessons from her big-agency days to a 100-person team. Here’s what you’ll hear: If you want to learn how to streamline your operations and scale smarter, this episode is packed with insights you can put to work right away. Give it a listen!
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By Scoro
Are you battling with inconsistent processes, bad practice and poor staff training? In this episode, Harv Nagra explains the benefits of documenting and embedding best practices – to take your agency one big leap forward in operational maturity. Harv shares his best tips on: Creating an agency handbook – to create a single source of truth for your business, and help your team work consistently Choosing the right documentation tools – specific tools that are helpful in documenting and communicating workflows.
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By Scoro
Which metrics should you track, to run your agency as efficiently as possible? In this episode we speak with Richard Brett. Rich is a seasoned FinOps professional with 15+ years of experience, including a decade in the agency world. Rich has played a key role in scaling agencies, setting up financial processes, and supporting sustainable growth. Rich will take us into a deeper dive of agency finances, starting with revenue recognition – recording revenue when it's earned, not when payment is received – and explain why this is so important.
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By Scoro
Harv Nagra, former in-house agency ops director presents a webinar on agency productivity with Agency Hackers.
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By Scoro
As an Ops person, the role of IT expert is often part of the job. So how can you ensure your agency’s IT infrastructure is set up for scaling? That's the focus of our discussion with Dan Timmiss, Technical Director at Kaizen IT Solutions. With over two decades of experience, Dan has helped hundreds of creative agencies optimize and manage their IT setups, from audits to complete IT overhauls and supporting scaling teams.
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By Scoro
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.
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By Scoro
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.
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By Scoro
We’re in the age of remote and hybrid working, and our physical distance from one another is having a huge impact on company culture. Previously, grabbing lunch or a drink after work was easy. But now, even small talk needs to be consciously brought into our scheduled Slack calls to avoid things becoming too transactional. This new way of working can lead to serious challenges like feeling disconnected from colleagues and the company mission, lacking motivation, and experiencing loneliness.
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By Scoro
It's no secret that time is wasted in the workplace - whether on coffee breaks, slow business processes, needless meetings, or a combination of the above. And all of those trivial activities add up, whether they're intentional or not. In fact, research shows that the average employee spends only three hours in an eight-hour day on meaningful work. That's more than 25 hours wasted every working week! If only you could reclaim most of this wasted time... Here's the good news - you can!
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The all-in-one business management software designed to bring your team, projects, sales, and reports together.
Scoro is an end-to-end business management solution that allows professional and creative services to control their entire workflow from one place. It helps to streamline work and eliminate routine tasks to ensure a business runs as smoothly and efficiently as possible – from sales right through to billing.
Scoro’s features include calendaring, task and project management, quoting and billing, enterprise-level reporting and a real-time dashboard.
A single place for everything you need to know and do. From the first "Hello" to the final invoice.