Teams | Collaboration | Customer Service | Project Management

Latest Videos

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.

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.

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.

Tyler Caskey: How consolidating tools & automation can transform your agency

Easy access to reports and dashboards is a game changer. But if your data is siloed in different systems, replicating data can be a daunting task, let alone accurate reporting. And with manual data entry, there’s the risk of human error. Imagine if you could consolidate tools to improve automation - gaining visibility, accuracy, and efficiency within your team. In this episode we’ll hear from Tyler Caskey, a chartered accountant and founder of TheBeanCounters. You’ll learn what to look for in a new tool to centralize more of the workflow and how to introduce this change to the business.

Manish Kapur: Optimize these 4 areas to grow your agency

Forget about revenue for a moment. Consider how much more profitable your agency would be if you optimized your team’s time and improved utilization. If you could reduce hiring costs by keeping staff for longer. If you understood the leaky buckets in your outgoings and reduced losses like over-servicing through improved best practice. Manish Kapur, who has over 25 years of experience in creative ops, explains how he streamlines agency operations and boost profit within agencies of all sizes.

Automating Revenue Forecasting with Scoro

In this demo, Bradley will guide you through the automated revenue forecasting process in Scoro and show you how to make manual adjustments for a more reliable forecast. We’ll show you how to: Automate your revenue forecast and keep it up to date Accurately tie revenue to project plans Leverage your pipeline to predict future income.

Revenue Forecasting for a Profitable Year Ahead

If you’re facing revenue uncertainty or struggling with creating a reliable forecast, this 1-hour webinar is for you. To help you navigate the complexities of revenue forecasting, our hosts, Helen and Sander, will give you practical advice on: Creating a robust forecasting framework Avoiding common forecasting pitfalls Maintaining a realistic forecast throughout the year Automating revenue forecasting.