Teams | Collaboration | Customer Service | Project Management

September 2024

October 2024 Version Update: Portfolio-Level Bookings & Bank Payments with Stripe

Earlier this year, we introduced the concept of bookings into Scoro, making it possible to do high-level resource planning in the project view. Now, we’re taking it a step further with the new Bookings module, making it easier to manage bookings across your entire portfolio. Let’s explore this and other updates for the month!

Dan Timmiss: How to get your agency IT ready for scaling

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.

7 Best Quoting Software in 2024: Features & Reviews

Whether you’re a small business owner or part of a large sales team, automated quoting software can give you an edge in winning new business. But with so many options, finding the right quoting tool can feel overwhelming. So, we tested the best quoting software tools on the market to help you find the one that best suits your needs.

Billable Rates 101: A Guide For Professional Services

Everyone knows you need solid revenue and profits to build a sustainable business. But there are lots of different factors influencing those areas. To truly understand your revenue and profits, you need to first understand billable rates and your average billable rate (ABR). This way, you know how efficiently you’re generating revenue and profits. And can adjust your pricing or resource allocations to boost your margins. Here are the basics.

Top 11 KPIs for Consulting Services to Drive Profitability

KPIs for consulting services tell you whether your firm is on track to achieve its objectives or falling short. Without tracking these metrics, you can’t objectively evaluate performance in key areas like financial health, resource utilization, client acquisition, and project efficiency. Boost your project success and profitability by accurately measuring the 11 most important KPIs for consultants.

10 Ways Agency Experts Improve Project Profitability

Project profitability is crucial for agency growth and stability. Stronger profit margins mean leadership can invest more money into the business. And continue to scale at a sustainable rate. Even if you understand the importance of project profits, being tasked to find concrete ways to actually improve them can feel stressful. But no worries—we talked to agency experts to learn how they’ve boosted their project profits. Use their advice to help increase your own.

Project Management Timelines: Your Ultimate Guide

Don’t use simple to-do lists to manage complex projects. These basic lists leave lots of room for errors, like missed tasks and dependencies. Which lead to project delays, frantic resource shuffling, and frustrated teams and clients. Instead, use a project timeline that provides a clear, visual roadmap of all parts of the project. We’ll cover the ins and outs of different types of timelines. And how to build a realistic one that still lets you adapt to unforeseen challenges.