Teams | Collaboration | Customer Service | Project Management

June 2024

Ryan McNamara: The REAL purpose of ops: A revenue and growth driver

Operations is a critical role within agencies today. But beyond the day-to-day, there’s a big opportunity to leverage this role as strategic driver of growth and efficiency. How can you develop both yourself as a leader and your agency to deliver better results? In this episode, Ryan McNamara, Head of Operations for Rise at Seven, highlights 3 key areas that every ops director should focus on: Financial rigor - what metrics you should be looking at and how often, to help you make strategic decisions.

Employee Utilization Reports 101: Your Ultimate Guide

A utilization report tells you how your employees are spending their work time. It shows how much time they spend on tasks, projects, and other activities, differentiating between billable (revenue-generating) and non-billable (internal, administrative) work. Utilization reports help calculate key metrics like: Let’s say you have a designer on your team who works eight hours daily.

5 Time Tracking Software That Integrate With QuickBooks

Are you spending countless hours manually transferring time tracking data into QuickBooks? Not only is it tedious, but it’s also prone to errors that can mess with your payroll and invoicing. In this post, we’ll dive into five top-rated time tracking tools that integrate with QuickBooks, saving you time, money, and headaches.

Employee Resource Utilization 101: Your Ultimate Guide

Employee resource utilization measures the capacity and efficiency of your workforce by comparing the time spent on all work activities (billable and non-billable) to their total available working hours. It’s usually expressed as a percentage, showing the ratio of time spent working hours to the total available working hours.

High Level Resource Booking in Scoro

Until now, booking resources in Scoro depended on specific tasks. With the May 2024 release, we’ve introduced a new concept called bookings. Bookings allow you to set aside team members’ time for a project before deciding on specific tasks. This unlocks a less admin-heavy high-level approach to resource planning in Scoro. The webinar covers: Scoro’s vision for high-level resource planning How bookings help you plan resources and forecast utilization with greater ease and accuracy.

June 2024 Version Update: Time Off, BambooHR & Salesforce

With summer starting and vacation plans in full swing, we’re bringing a much-needed breeze to handling your team’s work time. You can now easily manage time off directly from your Scoro’s calendar or sync data over from BambooHR. We’re also launching our Salesforce integration and doing a few tweaks to frequently used buttons to make your daily workflows smoother.

A Beginner's Guide to Project ROI (And What To Track Instead)

Ever take on high-revenue projects and get surprised by low (or even negative) profits at the end? Talk about frustrating. In this guide, we’ll explain project return on investment (ROI), and you’ll discover a more accurate way to measure project profitability than simple ROI calculations.

Claire Quansah: 6 steps to successful change management

New tools and processes can transform your workflow. Especially when they’re well communicated, properly tested and correctly implemented. Successful change management motivates your team to adopt new practices. And makes them productive and happier - now and into the future. In this episode, we’re joined by Claire Quansah, an ops expert in the agency space with nearly two decades of experience. Claire shares the steps to consider when implementing change within your agency. She gives advice on how to promote continuous improvement and set your team up for success.