Teams | Collaboration | Customer Service | Project Management

Get ready to work smarter, not harder! Say goodbye to incorrect purchase order statuses thanks to our intelligent PO status automations. We’re also extending our retrospective linking functionalities to bills and purchase orders, adding new cost-based data columns to the WIP report, and making other reports and integrations even more powerful.

With this update, we’re opening the gate into the future of work for service-based firms! Introducing: Scoro’s MCP server – one of the first of its kind in the professional services automation space. Read below to find out what that means and how it puts you and Scoro at the forefront of the AI workflow revolution. Of course, we haven’t forgotten about “business as usual” either.

Firms tend to blame project managers or delivery teams when projects fall short of their margin targets. But most of the time, it’s not all their fault. Operational issues can easily set them up for failure before anyone starts doing the actual work. It’s up to ops leaders to fix those problems so delivery teams can actually deliver. In this article, we’ll walk you through a framework to protect your profits by addressing the root causes of project overrun instead of the symptoms.

Growth doesn’t fall apart because you don’t have enough leads. It falls apart when no one agrees on what your business data actually means. Marcel Petitpas, CEO of Parakeeto, talked with us about the true cost of misaligned metrics and how to build a shared, consistent system for tracking what matters.

We spoke with seasoned operators—Meredith Fennessy Witts, Rachel Pereyra, Ashley Madden, Kristen Kelly, and Sarah Still—to learn how they systemize businesses by improving processes. Their advice is clear: Start small, focus on one high-impact workflow, and build momentum with improvements your team will actually use. Here’s the step-by-step playbook. With expert-backed tactics you can put into practice today.

Traditional resource planning assumes your projects, priorities, and team availability will stay the same. It works great when everything goes according to plan. But how often does that actually happen? One changed deadline, one team member out sick, or one client emergency, and your carefully crafted schedules start to collapse. Enter Agile resource planning, where you work in flexible cycles and adapt to real-time changes. Here’s how to do it.

Your dashboards look good. Projects are delivered. Utilization is high. But under the surface, your team is exhausted—and you need to figure out why. Otherwise, “silent” strains will slowly cause low-quality work and turnover that erodes client satisfaction and your bottom line. Here are the five most common reasons teams struggle and how to address them before they impact your KPIs.

While we’re working on our next major update, we’ve focused on delivering a few powerful refinements to our financial reports and integrations. These changes will help you gain deeper financial insights, making it easier to manage your finances.

Accepting any new work that comes your way might seem like a great idea for growth. But in reality, you’re setting yourself up for a margin-eroding nightmare. Taking on bad-fit work burns out teams, derails strategic priorities, and damages client relationships. Instead, use the F.A.S.T. framework to evaluate prospects before you commit. Here’s how it works.

Professional services teams face never-ending deadlines and overlapping client demands. And your decisions as an operations manager shape whether your colleagues thrive—or burn out—in those circumstances. As ops consultant Harv Nagra states on a recent episode of “The Handbook:” Most of us didn’t start our careers as operations directors. But now, we’re the decision makers. And while we’re trying to do our best, we might now have our own blinders on.