Teams | Collaboration | Customer Service | Project Management

August brings something valuable for every Scoro user – whether you manage sales pipelines, project schedules, financial accounting, or optimize your team’s operations. You can now build complete delivery schedules directly on quotes, delegate operational background tasks to ELI through triggers and actions, and bill exact target sums with partial invoicing.

As an owner or managing director, you often assume ops responsibilities by default. But that’s a short-term solution. One that inevitably leads to problems and burnout as the business grows. And being overwhelmed often leads to rushing your first ops hire. Then, instead of being able to fix problems, your new team member gets stuck firefighting. Hire strategically instead, with our seven-step process.

You know how things work. The question is whether your team does—or whether that knowledge walks out the door the moment you do. Our research into 303 professional services firms found that only 21% have documented best practices. The other 79% are running on institutional knowledge. Which means onboarding takes longer, quality depends on who’s staffed on a project, and every departure walks out with know-how nobody wrote down. Most ops leads already know this.

Most professional services automation (PSA) buying guides exist to sell you a PSA. This one might actually talk you out of it. A PSA is the most powerful platform a services firm will ever buy. But it only amplifies what’s already there. If your operations and processes are a mess, a PSA won’t fix that. It’ll just help you scale the mess, faster. It’s only worth the investment once your foundation is solid.

This August, we are focusing on removing administrative friction from your day-to-day operations and helping your team work more smoothly. We’ve further improved ELI – our AI-powered assistant – and recently held a webinar where we demoed its newest capabilities now available to you.

What if you could wrap up your weekly resource planning much faster and enjoy more of that well-deserved rest in the sunshine this summer? With the updates we’re releasing this July, it’s 100% possible! Use ELI’s new booking management capabilities to sort out your team’s bookings for this month and next, run instant project health audits with a single click, keep track of active time tracker straight from the project task list, and more.

This month, we’re focusing on financial precision and team collaboration. Track revenue the way your contracts actually work with our new project revenue models, sync expenses and credit bills straight to Sage Intacct, and finally react to comments with emojis.

This month’s theme is data centralization and precision. From purpose-built apps in Scoro that will help you retire those last few fragmented spreadsheets, booking tool improvements, and new and improved finance integrations – every team will find useful updates in this release to improve their operational efficiency and data precision.

The Easter egg hunt might be over, but we’ve saved some productivity-boosting treats for you! With the official launch of our AI-powered ELI assistant, Scoro is becoming a workspace where AI can work beside you like a teammate – scheduling your day, updating projects and tasks, surfacing insights, and more. We’re also introducing more granular control over your billable time and a brand-new hub for building custom apps with Scoro.

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.