Teams | Collaboration | Customer Service | Project Management

April 2023

9 tips to manage your software development team (no coding required)

Wrangling a team of software developers is a lot like herding cats — only worse, because in this case the cats all speak a mixture of different (programming) languages. For most agencies, managing a software development team can be even more perplexing because you don’t speak any of those languages. Thankfully, with the right processes in place, anyone can build the skills they need to successfully manage a software development team. Here are nine tips to get you started.

Basecamp for Event Planners | Basecamp Office Hours

In this Basecamp Office Hours session (recorded live on April 27, 2023), Ashley, Laura and Kimberly from the Basecamp Customer Success team demonstrate how Basecamp can effectively be used to plan events. Kimberly, a former wedding planner and event designer, walks through an actual event planning set up in Basecamp. The team demos the Basecamp project management software, shares best practices, and answers customer questions live.

5 Best Process Mapping Tools and Software 2023: A Complete Guide

Did you know that 57% of customer success organizations have taken the time to create a journey map? Process mapping is a critical business tool that helps organizations to visually depict their business processes, identify inefficiencies, and optimize their workflows. In this blog, we will learn what process mapping is, explore the different types of process mapping tools available, and discuss their features and benefits. Let’s dive in.

The Power of Critical Thinking: 10 Steps for Personal and Professional Growth

Do you ever wonder why some people seem better at solving problems or making decisions than others? It’s not just luck or talent – it’s the power of critical thinking! Critical thinking is an essential skill that helps us analyze information, identify biases, evaluate evidence, and make informed decisions. Whether you’re a student, a professional, or someone who wants to improve their critical thinking skills, this article is for you.

7 steps to successful strategic marketing planning for agencies

As an agency, you know how to provide guidance and deliver projects for your clients. But when was the last time you took a look at your own agency and planned out a strategic roadmap? Agencies spend around 7-20% of their revenue on their own marketing — but that's a pretty wide gap. How can you know what's a good ballpark investment for your agency’s marketing efforts? No matter what your budget is, you need a strategic plan to ensure your marketing investment is worth it.

How PSA Software Boosts Consulting Services Project Management

PSA (Professional Services Automation) software can help streamline consulting services project management by providing integrated project management tools. Consulting services are complex operations that require efficient management to ensure success. Project management in consulting services involves planning, organizing, and coordinating resources to achieve specific objectives.

Ranking the 6 Best Task Tracking Tools of 2023

A task tracking tool is essential for any project, no matter how big or small. It helps you stay organized and on top of your tasks so that you can get things done more efficiently. With the right task tracking tool, you can easily track progress, allocate resources, manage risks, and collaborate with teammates. To make sure you have the best task tracking tool to suit your needs, we’ve put together a list of the top 6 task tracking tools of 2023.

Customer Story: Marketing team at Fazenda achieves more goals using Zoho Projects

Fazenda's marketing team uses Zoho Projects to collaborate with their designer. By virtue of the tool's varied levels of access control, the team gets to decide what their external stakeholders can and cannot do. Segmented into milestones and tasks in Zoho Projects, the team's creative work is easy to retrieve at any time.

9 Good Leadership Podcasts with Actionable Takeaways for Growth

We all love the myth of the “natural born leader”. The Alpha that takes charge of every situation, ensuring the job gets done, no matter what. But leadership is so much more than someone with an outgoing personality. It’s a collection of skills. Empathy. Listening. Coaching. Motivation. Powerful leaders act a lot like a Swiss Army Knife, deploying the right tool at the right time to get the desired result.

Basecamp for Marketing Teams | Basecamp Office Hours

In this Basecamp Office Hours session (recorded live on April 6, 2023), Ashley, Laura and Kimberly from the Basecamp Customer Success team are joined by Basecamp's Head of Marketing Glenn Pajarito. During this one-hour session, the team shows how Basecamp can be set up for use by marketing teams while they demo the Basecamp project management software, share best practices, and answer customer questions live.

Basecamp for Web Designers | Basecamp Office Hours

In this Basecamp Office Hours session (recorded live on April 12, 2023), Ashley, Laura and Kimberly from the Basecamp Customer Success team are joined by Basecamp Principal Designer Jason Zimdars. During this one-hour session, the team shows how Basecamp can be set up for use by web design teams while they demo the Basecamp project management software, share best practices, and answer customer questions live.

8 Employee Onboarding Best Practices to Make Everyone's Lives Easier

New hires slog through a lot before they’re ready to operate at the rate of someone who’s been there for years. And should you leave out important steps when getting someone set up, you could end up with a new employee who doesn’t know where to go for help, isn’t sure what they’re supposed to be doing every day, and ends up regretting their decision to join your company. New hires are also judging you during their first weeks at the company.

13 Project Management Strategies Every Team Needs to Know

Effective project management plays a critical role in determining the success or failure of an organization. In fact, according to the PWC report, 97% of respondents agreed that project management strategies are critical to business performance and organizational success, and 94% agreed that correct PM strategies enable business growth. But with the presence of various project management strategies, it can be challenging to choose the right one for your organization’s needs.

9 Asana alternatives for project management software in 2023

If your agency is in the market for reliable project management software, you've probably at least heard of Asana. Originally designed as a productivity tool for Facebook employees, Asana is now one of the most popular project management tools on the market. While Asana does have a lot to offer, it's generally designed for simple task management. If you have more complex projects in the pipeline, then you may need a more robust management tool.

Unlocking Business Success with KPI Measurement Tools: A Comprehensive Guide

In today’s rapidly changing business landscape, success is not just about setting goals but measuring progress towards them. Key Performance Indicators (KPIs) are crucial tools for any business that wants to achieve success. KPIs provide means to track performance against goals and objectives, identify areas for improvement, and make informed decisions that drive growth and profitability.

Top 7 Microsoft Project alternatives for efficient project management

If your agency is on the hunt for a project management solution, you've likely heard of Microsoft Project. Launched in 1984, MS Project is the longest-running project management platform on the market. But is it the best option for your agency? With so many newer, more powerful project management tools on the market, it’s unsurprising that many teams are slowly moving away from the outdated software.

Guide: Design Project Management

Creative project managers need to oversee multiple projects simultaneously. Juggling tight deadlines while keeping the creativity flowing is no easy task. A design project management software can help managers and teams manage requests, plan projects, and meet deadlines. Streamlining the project management side of things allows design teams to focus on creativity and client relationships.

8 Scoro alternatives for project and task management in 2023

Is your agency drowning in a sea of missed deadlines and incomplete deliverables? Implementing a stronger project management strategy could be the missing link in your process. But winning at project management is easier said than done. That’s why many agencies are turning to project management software tools like Scoro to bring order to chaos and instill a new sense of operational clarity. Scoro is a powerful project management tool, but it isn’t right for every agency.

How PSA Software Supports IT Project Management

IT project management can be challenging, especially when managing multiple projects with different deadlines, budgets, and teams. As an IT company, you must ensure that your projects are completed on time, within budget, and to the client’s satisfaction. However, with so many moving parts, tracking everything manually can be challenging. This is where Professional Services Automation (PSA) software comes into play.

20+ OKR Examples and a Cheat Sheet to Creating Correct OKRs

They say that your company’s success is only as good as the goals you set. But with so many goal frameworks available (think: S.M.A.R.T goals, KPIs, OKRs, etc.), selecting the right goal type can be challenging. In this guide, we will cover everything you need to know about OKRs–from what they are to the different departmental OKR examples that you can get inspired from. Let’s dive in.

Identifying key roles and structure for software development teams

Between 2020 and 2021, poor-quality software cost U.S. businesses about $2.41 trillion. Why? Sometimes it comes down to software having a poor user experience, but more often it’s due to a lack of structure within software development teams. So how do you choose the right people for software development teams? And what development methodology should you use? We’ll show you the basics below.

How leaders can turn obstacles into innovation

Times of crisis can trigger innovation—if leaders can guide the perception of a crisis, and if leaders understand how each team member responds to them. Study Abstract — Although a crisis provides room for creativity, organizations often suffer from creativity deficits in such a situation. Indeed, threat-rigidity theory suggests that an employee-experienced crisis may hinder employee creativity.

The Most Effective Ways Leaders Solve Problems: Steps to Becoming a Better Problem Solver at Work

When it comes to problem-solving, leaders are some of the best in the business. They have to be – their jobs depend on it! To succeed, leaders need to be able to identify and address issues quickly and efficiently. But problem-solving isn’t just a leadership skill. With the right approach, problem-solving can be taught and learned by anyone with the right attitude.

11 Best Construction Project Management Software in 2023

What is the first structure that you need to perfect before building any further? The foundation, of course! And when it comes to handling such projects, construction project management software is the foundation for success. Construction project management software helps with effective monitoring of the material, skilled and unskilled laborers, client expectations, employees, and deadlines.

10 Smartsheet alternatives for agency project management

As a spreadsheet tool for data entry, there's nothing wrong with a platform like Smartsheet. But if your agency needs a platform that can handle more than just Excel-style spreadsheets — or if you simply don't love digging through endless rows and columns to find the data you need — you'll probably want to look elsewhere. Where do you begin to narrow down the best Smartsheet alternatives for task management in 2023? We've got you covered with our top picks.

Want your distributed workforce to thrive? A new study reveals how leaders can make it possible.

Whether your distributed workforce engages in real-time or asynchronous work—or both—research points to three systems that support it all. Study abstract: Collaboration is critical to organizations and difficult when work is distributed. Prior research has indicated that when individuals are distributed, organizations respond by structuring their work to decrease reciprocal interdependence, reduce the complexity of tasks that individuals perform, or accept moderate inefficiencies.

How to Keep Your Applicant and Employee Data Secure

Are you looking for a better way to manage your team? If so, you’re in luck! There are many top-rated software solutions available that can make team management a breeze. In this blog post, we will take a look at 10 of the best team management software solutions on the market today. We’ll discuss what each one offers and how it can help improve team productivity.

8 Best OKR Software for 2023: Free and Paid Options

Whether you’re looking for a feature-rich platform or a simple and user-friendly interface, we’ve got you covered. Our comprehensive list includes the 8 best okr software that caters to a wide range of industries, team sizes, and budget constraints. Plus, we’ll provide you with key features, pros, and cons of each software to help you make an informed decision. So, grab a cup of coffee, and let’s dive into the world of okr management software!

9 Kantata alternatives for project tracking in 2023

Fifty-eight percent of those who made tech investments for their business over the last 12-18 months report having buyer’s remorse. Choosing the best project management tools for your agency is critical to your success. Unfortunately, as the survey cited above shows, investing in the wrong software is a common (and expensive) problem. Projects that stall, fall apart, or lack proper execution and accountability suck resources from your agency.

Streamline Your Creative Agency Projects With PSA Software

Professional Services Automation or PSA software is a powerful tool for project management that can streamline workflows, improve collaboration, and increase profitability for creative agencies. Good PSA software is specifically designed to meet the unique needs of service-based businesses, including creative agencies, by providing a comprehensive solution for managing projects from start to finish.

How to use (and improve) Slack for project management

As of this 2019 GP Bullhound report, Slack was one of the fastest-growing software-as-a-service (SaaS) companies in history, reaching an annual average recurring revenue of $400 million in less than five years. Then the pandemic hit, and with that — well, you’ve probably seen the memes. Slack went from one of the leading business collaboration tools to a household name that remote workers everywhere rely on to stay connected to their teams.

How to Get Started as a Freelancer Jobs: The Ultimate Guide for Newbies

Freelancing has become the norm for many people looking for a flexible and independent job. If you’re thinking of freelance jobs as a way to break into the workforce, this blog is for you! In this article, we’ll explain everything you need to know about freelancing, from the basics to more advanced concepts. We have tips on getting started as a freelancer and outline the different types of freelancer jobs available.

Customer Story: Next Phase Electric uses Zoho Projects to improve operational efficiency

Next Phase Electric, a California-based electrical contractor and solar installer witnesses clarity over their 3000 projects after adopting Zoho Projects. Since switching to Zoho to manage its projects, the company has achieved more organized operations and clearly-defined processes. Documentation, email notification, intuitive layout, and quick support are the other reasons why the team at Next Phase Electric loves Zoho Projects.

How AI Can Help To Increase Productivity

As AI applications become more sophisticated, they can increase productivity in many ways. By automating mundane activities, AI can free up staff time to work on more engaging tasks. Smart algorithms can also help companies identify patterns and trends that traditional methods may have missed. This article explores the potential of AI to improve productivity and reduce labor costs. Whether you’re a small business or a large enterprise, AI can help you be more efficient and save money.

Fundamental Changes Your Consulting Firm Needs To Make in 2023

As we enter 2023, consulting firms are facing unprecedented challenges. From the lingering aftereffects of the pandemic to the global recession, and the rapid pace of technological change, consultancies must be adaptable, innovative, and forward-thinking to stay ahead of the curve. This article will explore the key changes consulting firms must make in 2023 to succeed.

5 Productivity Styles and Their Impact on Workspace

Staying productive is one thing all employees always aim to achieve in their workplace. A productive workspace, along with the right productivity styles, can motivate people to work harder and better. However, it can mean something different for everyone. At the height of the pandemic in 2020, many companies tended to adjust to different work styles and setups. Productivity has different styles. You may still need to learn about it, but your team encounters it daily.

Boost Corporate Remote Team Productivity: Top 10 Challenges and nTask Manager Solutions

The corporate world has rapidly adopted remote work, bringing forth unique challenges in managing work, tasks, and projects. In this post, we’ll discuss the top 10 corporate remote team productivity issues faced by remote teams all over the world and illustrate how nTask Manager can help resolve these challenges with engaging examples, streamline processes, and increase overall productivity, driving business growth.

Harvest vs RescueTime: A 2023 comparison

Are you searching for a detailed Harvest vs RescueTime comparison? Tracking work hours is essential when it comes to optimizing productivity. Employee monitoring and time tracking software like Harvest and RescueTime helps you do that. Additionally, Harvest can help you with tasks like invoicing and timesheet management. On the other hand, RescueTime can help you spot unproductive activities and block out distractions. So which time tracking software is best for you?

7 essential tips for successful resource scheduling

Struggling with your agency's resource management? With so many resources to juggle for any given project (from assigning tasks to staying on budget and on deadline), it's no surprise. Enter resource management software: a valuable tool that can help you make the most of your available resources for each project. However, despite the benefits offered by resource scheduling tools, only 23% of businesses surveyed in 2020 report using them — which seems like a pretty major gaffe!

What's New in Asana | April 2023

Welcome to the April edition of What’s New in Asana. First, apply multiple filters and sorts to help you quickly search for information within your project. Next, we’ve added more smart rules and widgets for integrations with Bynder, Notion, Confluence, and DocuSign so you can keep track of work across your tech stack. Finally, monitor key metrics at a glance in your portfolios. With custom field rollups, see the sum of custom fields across all projects, like budget, costs, and time. And like project Dashboards, create charts to get insights about the work within your portfolio.

Top Consultancy Trends That Will Shape the Industry in 2023

The consultancy industry has been going through significant changes over the past few years, and these changes are expected to continue into 2023. In this blog, we will explore the key consultancy trends shaping the industry in 2023 and how Scoro can help consulting firms stay ahead of the game.

The Wrap-Up: 4 key takeaways from the '5-Part Framework for Increasing Agency Margins' webinar

Every month, we invite agency experts from around the world to share their advice on some of the toughest questions facing the industry. Teamwork’s Head of Partnerships and webinar host, Logan Lyles, was recently joined by Databox CEO, Pete Caputa, to discuss how agencies can use a 5-part framework to increase their margins–a hot topic in today’s macro environment.

How to use zoom

Are you one of the many people wondering how to use Zoom? Well, you’re not alone! In fact, according to Zoom’s Q4 2021 report, their platform had over 467,100 customers with more than 10 employees. So, chances are, you’ll be using Zoom at some point too! But, before you dive into the world of virtual meetings, let’s answer some basic questions. What is Zoom? Who created it? And, when was it first used?

Streamline Your Operations with Scoro's Native Xero Integration

As small agencies, consultancies and other professional service organizations grow, accounting software is often one of the first bits of technology that they implement, and Xero is by far one of the most popular solutions. Having a reliable and automated way to manage your finances is a vital step on the road to success, but what about all the other parts of your business?

April 2023 Version Update: Smoother Time Tracking and Jira Integration

Ever wondered where your time goes? Scoro’s excellent time tracking capabilities help you solve that mystery! This month we are tweaking the quick access to our Time Tracker so you could incorporate it into your workflows even more seamlessly. Prefer to track your time in Jira? No problem, our brand new Jira integration has got you covered!

WorkflowMax is Retiring. Time to Upgrade to Scoro

The news that Xero will be retiring their work-management software product WorkflowMax has caused some panic amongst its users. Many customers feel that the writing was on the wall over the last few months, as the software was no longer releasing new features or updates, but the natural human tendency is always to hope for the best. But now that the date at which WorkflowMax will no longer be available has been confirmed as 26 June 2024, it’s time for customers to start looking for a new solution.

Is Stealth Monitoring ethical? Difference between Stealth and regular Monitask

In this day and age, technology is a huge part of our lives. We use it for almost everything, from communicating with friends and family to working on important projects. With such an integral role in our lives, it’s no surprise that employers want to make use of technology to monitor their employees. However, there are ethical implications to consider before implementing an employee monitoring program.

7 Best Project Management Software for Consultants

As a consultant, you’re always juggling multiple projects, deadlines, and clients, which can escalate to chaos quickly. That’s where project management software for consultants comes into action to streamline your workflow, boost collaboration, and help you stay organized. With so many options on the market for consulting firms, it can be challenging to choose the right one.

How to self evaluate yourself as a professional

Self-evaluation is an important part of professional development. It allows you to reflect on your strengths and weaknesses, and identify areas in which you need to improve. In this guide, we will discuss the different types of self-evaluation, as well as how to write a performance evaluation self-assessment. So whether you’re looking to improve your skillset or just want to get a better understanding of your strengths and weaknesses, this guide is for you! Keep reading.

8 Business Process Management Software to Use in 2023

From managing daily tasks to improving overall efficiency, businesses rely on effective process management to stay ahead of the competition. But with so many moving parts, it can be challenging to keep track of everything. This is where Business Process Management software (BPM software)comes into play. Think of your BPM system and software as a powerful tool that helps you to manage and optimize processes, improve efficiency, reduce costs, and drive growth.

Optimize Your Income: Improve Invoicing with PSA Software

How can you improve invoicing? Invoicing is a fundamental aspect of running a successful professional services business. However, getting paid on time can be daunting, particularly when juggling multiple clients and projects. The good news is that Professional Services Automation (PSA) software provides a powerful solution that can streamline your invoicing and payment processes, ultimately leading to faster payment cycles and more predictable cash flow for your business.

5 steps to successful client onboarding

In agency life, there’s no better feeling than the buzz of winning a new client. Did someone say “open bar”? But with it now being 16 times more expensive to build a long-term relationship with a brand-new client than an existing one, there’s never been so much pressure on agencies to get client onboarding right. That’s why more and more agencies are choosing project management software to track projects and centralize communication between stakeholders and your team.

Ranking The Top 5 Project Management Visualization Tools For Businesses

Project management visualization is primarily concerned with monitoring and analyzing the progress and status of tasks, resources, components, objectives, and goals. Visualization offers an overview of how elements in a project environment are linked and can assist in identifying possible obstacles or areas that require further attention.

The Top 5 Project Management Software with Gantt Charts

A Gantt chart, also known as a bar chart, is a type of chart used to show the progress of a project over time. It combines elements from both timeline and project management diagrams, in that it visually organizes all the tasks in a project according to their completion dates, allowing stakeholders to easily identify delays and potential bottlenecks.

Want to Grow Your Agency? 5 Expert Tips to Get You Started

Are you constantly putting out fires, in dire need of a vacation but have no time to spare, and lost in terms of long-term business goals because you're too busy trying to survive each day? If this sounds like you, you’re probably in the early stages of growth at your agency, what Teamwork CEO Peter Coppinger has coined the “Deliver” stage in his eBook, The Ultimate Guide to Scaling Your Agency.

Top Airtable alternatives for the modern-day agency

A recent study found that 33% of companies spend one or more days per month collating project reports. Using Airtable may seem like the best idea for managing your agency’s workflow quicker while staying organized. But, maybe it’s not. Yes, Airtable’s functionality is seamless, it’s a well-known app, and it offers a good bit of customization.

Project Management KPIs: Unlocking Success in Your Projects

Project management is all about ensuring that projects are delivered on time, within budget, and to stakeholders’ satisfaction. Project management KPIs provide a valuable tool for project managers to track progress, identify risks, and make informed decisions. Whether you are a seasoned project manager or just starting your career, this blog will equip you with the knowledge and tools you need to use project management KPIs to unlock project success.

The Accidental CEO: Nine Operational Steps to Success

It’s a common story – you started out as a talented freelancer, living the dream of only doing the work you love, not answering to anyone other than your clients, and having time to spend with family and friends. The problem is, you’re extremely good at what you do, so you keep getting more clients and pretty soon you need help. Before you know it, you find yourself with a team of employees and a growing workload. As your new agency expands, so do your responsibilities.

Preparing Yourself for a Successful Job Interview

The first step to rock a job interview is to actually ask yourself: How can I make this better? What can I improve? Knowing you can always do better it’s key for success! If you’re able to identify your flaws and work on them, it will make a world of a difference. But, how can you do this? Fortunately for you, we have you covered! In this article, we will outline the steps that you need to take in order to give yourself the best chance of landing the job.

Teamwork and HubSpot Part 2: How Teamwork + HubSpot + Zapier Automations Enhance the Customer Experience

With a proliferation of tools, teams often find themselves bogged down by manual tasks, disconnected data, and an overwhelming number of apps to manage customer relationships. This can lead to a reduction in productivity, team alignment, and ultimately, business growth. What’s the solution? Automation! Welcome to Part 2 of our Teamwork + HubSpot No-Code Automations series!

Top 44 Best Remote Work Tools You Need to Check Out in 2023

Though remote work is more common nowadays than it used to be, it can be challenging without the right remote work software. Miscommunications, difficulties with time management, fragmented team communication, and countless distractions are not only the hindrances you might face while working from home. However, if you prepare yourself and your team with the right remote work software toolbox, it can help your team be more productive and keep employee engagement high.

12 ClickUp alternatives for managing projects and tasks

A recent report by Wellingtone finds 52% of project managers are somewhat or very dissatisfied with their project management maturity. Nowadays, project management is often only as good as the software you have running it. And if you’re already using project management tools like ClickUp, sometimes the grass really is greener on the other side. While ClickUp gives its users features that help them stay organized and in touch with other team members, it lacks some key benefits.

How to Find the Perfect Headhunting Agency for Your Business

Are you looking to hire top talent but don’t know where to start? Finding the right headhunting agency to meet your business needs can seem daunting. This article provides key insights on researching potential headhunters, conducting interviews and due diligence processes, negotiating fees and terms of agreements, and implementing continuous improvement strategies. We will also provide tips on keeping up with maintenance and improvement strategies after onboarding new employees.

The hunt for BPO paradise: Why so many companies are outsourcing to Fiji

The outsourcing industry has come a long way in the past few decades, posting huge growth numbers year on year – even during the pandemic. But outsourcing remains a complex business and both BPOs and the clients that use them are always looking for an extra competitive edge. Traditionally, Asian countries like India, China, and the Philippines have been the go-to places for BPOs to locate themselves and for clients to choose.

10 crucial outsourcing metrics you should track today

Every company in the outsourcing sector needs a strategy to reduce costs, improve customer service, and boost performance. Fortunately, by establishing the right outsourcing metrics, your Business Process Outsourcing company can quickly boost employee productivity and set your company up for business success. In this article, we’ll cover 10 crucial outsourcing metrics and highlight three benefits of tracking them. Let’s dive in.

Understanding Outcome Mapping: Methods and Best Practices

Outcome mapping is a powerful tool used in development projects to measure the impact of interventions on individuals, communities, and organizations. Unlike the traditional approaches, outcome mapping emphasizes the changes in behavior, relationships, and actions that result from project activities. If you compare the project success of traditional project development approaches to that of using an outcome mapping approach, you would likely find a significant difference.