Teams | Collaboration | Customer Service | Project Management

ELI, your Scoro AI coworker, is already part of how thousands of our customers run their day, but there’s a good chance you haven’t seen everything it can do yet. In this webinar, hosted by Harv Nagra, Head of Brand Communications at Scoro, we show you how ELI can help with analysis, insights, decisions, and actions. We also lift the curtain on what’s happening behind the scenes to make all of that possible.

What does it actually take to unify a fragmented, multi-entity professional services firm onto a single connected tech stack – and do it in just seven months? In this webinar, Luis Perez (Head of Group Planning, Analytics & Systems at DGA Group) shares the full story of how he and his team transformed their operations from disconnected legacy systems to a single source of truth built on Scoro, Sage Intacct, Expensify, and Power BI.

Are you really getting paid for every hour your team spends on clients? Rich Brett says probably not – and your pricing should reflect that. Building in buffer for overservicing and utilisation isn't pessimism. It's risk management. And if the number you land on is twice what the market will bear, that's not a pricing problem. That's a business model problem.

FinOps consultant Rich Brett makes the case for why financial literacy isn't just a finance team problem – it's a leadership problem. Every decision you make comes back to the numbers. If you can't read them, explain them, or act on them, you're leading blind.

Most professional services firms are generating revenue. But somewhere between producing a quote and issuing the final invoice, profit gets eroded. And more often than not, the root cause runs deeper than you'd expect – it's that nobody in the business ever properly understood the numbers in the first place.

Harv Nagra, host of The Handbook: The Operations Podcast, shares the moment he realized financial literacy wasn't just his gap – it was an industry-wide problem in professional services. That realization led to The Missing Finance Course, a completely free resource built with FinOps expert Rich Brett for everyone in your firm – from founders, ops and finance leaders, to delivery teams, right through to individual contributors.

The data is in – and it's not pretty. After surveying 303 agencies and consultancies through the Business Maturity Quiz, Scoro & The Handbook have launched The Maturity Gap Report, revealing just how wide the gap really is between the firms where operations is a strength and everyone else. In this webinar, Harv is joined by operations consultant Manish Kapur and FinOps expert Rich Brett to walk through the headline findings – and what they actually mean for the way your business is run.

Most agencies and consultancies have an abundance of tools in place – and yet they still can't tell you how profitable they actually are. Why? Because when you're starting out, the priority is winning business and delivering work. Operational excellence comes later. Processes come later. The tech stack? You grab whatever works. The result is an assortment of tools that aren't joined up – and when nothing's joined up, you don't have visibility.

Growing a professional services business often starts the same way: scrappy teams, generalists wearing multiple hats, and a lot of momentum driven by energy rather than structure. In this episode of The Handbook, Harv sits down with Alex Bodini, CEO of Spin Brands, to unpack how Spin evolved from a grassroots social media shop into a multi-entity group of 100+ people. Rather than waiting for a crisis to force change, Alex and his co-founder made a conscious decision to professionalize the business so they could attract bigger clients, better talent, and more ambitious opportunities.

The work we produce gets all the attention. But the real question is: what’s happening behind the scenes that makes that work possible? In this episode of The Handbook, Harv sits down with creative operations expert Nicky Russell, co-founder of WDC, We Deliver Change, and chair of the Creative Operations Summit in London. Together they explore the discipline of creative ops – the systems, culture, and leadership required to help creative teams do their best work.