Teams | Collaboration | Customer Service | Project Management

While we’re working on our next major update, we’ve focused on delivering a few powerful refinements to our financial reports and integrations. These changes will help you gain deeper financial insights, making it easier to manage your finances.

Accepting any new work that comes your way might seem like a great idea for growth. But in reality, you’re setting yourself up for a margin-eroding nightmare. Taking on bad-fit work burns out teams, derails strategic priorities, and damages client relationships. Instead, use the F.A.S.T. framework to evaluate prospects before you commit. Here’s how it works.

Many execs at professional services firms forecast revenue based on specific project data. While this granularity might seem like the best option, there’s actually a better (and easier) way to predict income: Top-down forecasting. A top-down approach gives you the speed and flexibility you need to make strategic decisions without getting lost in the details. Keep reading to learn the basics and how to implement it at your company.

Professional services teams face never-ending deadlines and overlapping client demands. And your decisions as an operations manager shape whether your colleagues thrive—or burn out—in those circumstances. As ops consultant Harv Nagra states on a recent episode of “The Handbook:” Most of us didn’t start our careers as operations directors. But now, we’re the decision makers. And while we’re trying to do our best, we might now have our own blinders on.

If you’re wondering why your team seems busy but profit margins are flat (or even down) you might be stuck in the “productivity trap.” This happens when companies chase work volume instead of value. And it’s one of the most common challenges in professional services firms. We spoke with 20+ business leaders about how to redefine productivity and fix the issues holding your firm back. Let’s dive in.

Building off a founder’s network and relying on inbound sales can help your agency grow at the start. But it’s not a sustainable long-term approach. We talked to Friday Solved founder Ryan Hall about his approach to scaling sales. With over 23 years of agency experience, including two successful exits, Ryan knows how to sell. Here are his insights and tips to improve each of your funnel stages for the long run.

We get it. Spreadsheets are free. Project management tools are cheap. But here’s the truth: They don’t give you a significant, measurable ROI—not like Professional Services Automation (PSA) software can. Think: But how do you know if a PSA is the right investment for your business? You can look at it like a flowchart: Think you’re ready? Keep reading to understand the basics and how to choose the right PSA tool for your team.

Professional Services Automation (PSA) software is a big investment. And naturally, you want maximum value from day one. But there’s one sure-fire way to sabotage your ROI: Deploying your new software without structured implementation or onboarding support. We spoke to Scoro’s service delivery experts to uncover the most common pitfalls teams encounter when implementing PSA software, along with practical advice on how to avoid them.

Our August update brings powerful improvements to the core experience of Scoro. Explore the new quote estimation matrix for managing deliverables with multiple roles and doers. Gain more visibility into the time budget by roles at the task level. And that’s just the start – we’ve packed in many other improvements to bring more efficiency and ease to everyone’s day!

Small agency problems only compound as you grow—going from minor inconveniences to massive headaches. Sure, your revenue goes up as you scale. But without addressing the inefficiencies that lie at your agency’s foundation, it won’t be sustainable. You’ll have issues with profitability, productivity, and further growth. To discuss solutions, we spoke with agency operations expert Manish Kapur, who brings over 25 years of experience to the table.