Teams | Collaboration | Customer Service | Project Management

6 Ops Changes That Took This Business from Scrappy to Scalable - with Alex Bodini

Growing a professional services business often starts the same way: scrappy teams, generalists wearing multiple hats, and a lot of momentum driven by energy rather than structure. In this episode of The Handbook, Harv sits down with Alex Bodini, CEO of Spin Brands, to unpack how Spin evolved from a grassroots social media shop into a multi-entity group of 100+ people. Rather than waiting for a crisis to force change, Alex and his co-founder made a conscious decision to professionalize the business so they could attract bigger clients, better talent, and more ambitious opportunities.

Why Ops Is Really About Culture (Not Just Process) with Nicky Russell

The work we produce gets all the attention. But the real question is: what’s happening behind the scenes that makes that work possible? In this episode of The Handbook, Harv sits down with creative operations expert Nicky Russell, co-founder of WDC, We Deliver Change, and chair of the Creative Operations Summit in London. Together they explore the discipline of creative ops – the systems, culture, and leadership required to help creative teams do their best work.

March 2026 Version Update: Assigning Roles to Tasks & Time Management Improvements

Planning blindspots, delayed approvals, and unreliable time data can stall even the best-planned projects. Our March release addresses these pain points head-on. Now you can assign roles to tasks to forecast resource needs before your project team is confirmed. Trigger instant email alerts for financial document approval requests for a faster turnaround. Plus, new time management improvements will safeguard your data integrity and accuracy at every step.

The Maturity Gap: What 303 Firms Taught Us About Who's Actually Winning

SPI Research has proven that there’s a 7.7x difference in profitability between the most and least mature professional services firms. But nobody’s explained why that divide happens—until now. We surveyed 303 firms across the United Kingdom, United States, Australia, Canada, and beyond to find out. Their answers reveal where most firms are getting stuck. And what the top performers are doing differently.

February 2026 Version Update: Introducing Subtasks

You’ve asked for them, and we delivered. The moment you’ve been waiting for is finally here! In February, we’re bridging the gap between high-level deliverables and granular project planning and execution by introducing subtasks. This gives you the ultimate freedom to configure Scoro to match the exact rhythm of your unique workflow.

Does AI Make PSAs Obsolete?

As AI tools get more powerful, a fair question keeps coming up –– If AI can connect everything, do you still need a PSA? With AI agents, MCP, and a bit of low-code creativity, it can feel like you could stitch together your own operating stack. That assumption misses an important distinction –– AI is an accelerator. It’s not infrastructure. For professional services businesses, reliability, structure, and trust come from having a clear system of record underneath it all. That’s what makes automation sustainable, reporting credible, and decisions defensible.

AI Is Only as Smart as the Systems It's Plugged Into

AI is quickly becoming the control center for operations teams. MCP is the next step – letting AI tools like ChatGPT, Gemini or Claude, securely connect to your systems and actually take action, not just respond to prompts. But there’s a catch. AI doesn’t fix messy operations. If your information is scattered across tools, spreadsheets, and workarounds, AI just amplifies the mess. The real value shows up when there’s a clear system of record underneath it all.

10 Margin Leaks Hiding in Plain Sight (From Actual Ops Leaders)

I spoke with 14 ops leaders about where their money actually goes. The answer is rarely a single disaster. It’s a thousand tiny, sensible-sounding decisions that nibble away at profit until your bank account no longer reflects your record sales month. Margins aren’t lost. They’re eroded. Here are the 10 most common operational traps we identified, and the fixes that actually work.

Scoro Acquires Envoice to Further Streamline Profitability Tracking

Today, we’re excited to announce that Scoro has acquired Envoice, a category leader in AI-powered bill and expense management. Scoro has always tracked project costs. You can log expenses, link them to projects, and see the impact on budgets and margins. But getting that external cost data into the system in the first place? That’s where a lot of the hurdles lie for many professional services firms.

January 2026 Version Update: Watchdogs for Retainers & Exporting Roles

We’re kicking off 2026 with updates designed to keep your projects healthy and your team’s schedule organized. With automated watchdogs for monitoring retainer metrics, context notes to your resource bookings, and more efficient bulk role management, you can now handle the fine details of your workspace with much less manual effort. Stick around for the end, too – we’ve got some big news about subtasks and the future of work planning in Scoro!