Teams | Collaboration | Customer Service | Project Management

Hold onto your hats because this month’s update is a big one! From a brand new skill set for our AI-powered smart companion ELI to enhanced project metrics with trends and alerts, and a redesigned task list that speeds up your everyday work – everything in this update is built to remove friction and help your team move faster and stay informed.

If you’ve ever spent time in a city like San Francisco or Milan, you know that fog usually creeps in overnight—unnoticed until you wake up in the thick of it. Financial “fog” at an agency can feel the same way. Seemingly out of nowhere, cash gets tight, a retainer client drops, and now, you’re not sure you can cover payroll. And although this financial trouble feels sudden, there are almost always clues leading up to it.

To run your agency efficiently, you need to have the right foundation in place. Otherwise, you’ll have to constantly put out fires and solve daily problems—which is frustrating for everyone. Take a step back and evaluate your big-picture agency operations with tips from our podcast interview with Preston Chandler, Global Practice Lead for Strategic Operations at WPP. Learn how to get to the root of agency inefficiencies and address them with a simple, four-category framework.

Before Scoro, Kojo was using a range of systems to run its daily operations: As a result, project management, quoting, and billing were handled in separate systems. This led to inefficiencies and constant switching between tools. In 2020, Kojo decided to transition from Accelo to Scoro to optimize their processes. In a nutshell, this is what they were able to achieve.

Project accounting means tracking financial data for each individual project. It’s essential for professional services firms running multiple client projects—like agencies, consulting companies, and architecture and engineering firms—where each project has unique scopes, timelines, and pricing models. Accurate project accounting involves monitoring your: This way, you can quickly determine whether you’re on track to still meet your revenue and profit margin targets.

As we move through the spring, we’re tidying up and setting the stage for the big things coming this summer. Our May release focuses on small-but-mighty improvements, such as moving time entries between tasks, clearer unavailable periods in the Bookings tool, and more. Think of it as a spring refresh before a jam-packed June bloom.

Operations managers in agencies have a lot on their plates—making sure projects run well, teams stay on task, and money is being spent wisely. But without the right numbers, it’s hard to tell how things are really going. Below are the most important things to track to keep your agency running smoothly, along with tips from experienced leaders on what really makes a difference.

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We’ve had a busy and productive month! Our newest report, the team performance report, just got even more powerful. We’ve also improved labor cost data consistency, added a new filter in the task list, and made numerous other usability improvements!

Resource allocation can be tough. Take it from Aava and Bang. The Nordic agency initially used an outdated task management tool to assign projects. But because the tool had no resource planning capabilities, they had to check with each team member and hang up a hand-drawn schedule to plan their projects. After switching to Scoro, the agency now has a real-time view of their team’s availability. So team leads can easily assign work and keep projects on schedule without overworking employees.