Teams | Collaboration | Customer Service | Project Management

Collaborate Global is a fast-growing brand experience agency with multiple offices worldwide serving global brands including Aston Martin, Audi, Hyundai, eBay, and Sky. The company was struggling with frequent visibility gaps for finance and delivery and had outgrown a toolchain of WorkflowMax, Smartsheet, Float, Xero, and spreadsheets. As the team scaled, the disconnect between siloed tools made margin control and reporting increasingly difficult and manual.

If estimates are fast to send but slow to deliver, you’re leaking margin. Bottom-up estimating fixes that. Break work into deliverables, map roles and hours, and price the real effort—then validate against actuals. Here’s how it works, how it differs from top-down estimating, and how to put it into practice in your firm.

Looking for software to handle customer relationship management (CRM) for your architecture firm You’ll find countless options—from dedicated CRM tools to complete professional services automation (PSA) platforms. We obviously think Scoro is a smart choice for many architecture firms. But we’re certainly not the only option. So we’ve compiled seven top tools for you to look at. Some are better for pipeline management. Others nail the client communication part.

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.