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By Sintija Ērgle
Earlier this year, we introduced the concept of bookings into Scoro, making it possible to do high-level resource planning in the project view. Now, we’re taking it a step further with the new Bookings module, making it easier to manage bookings across your entire portfolio. Let’s explore this and other updates for the month!
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By Team Scoro
Whether you’re a small business owner or part of a large sales team, automated quoting software can give you an edge in winning new business. But with so many options, finding the right quoting tool can feel overwhelming. So, we tested the best quoting software tools on the market to help you find the one that best suits your needs.
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By Rachel Bicha
Everyone knows you need solid revenue and profits to build a sustainable business. But there are lots of different factors influencing those areas. To truly understand your revenue and profits, you need to first understand billable rates and your average billable rate (ABR). This way, you know how efficiently you’re generating revenue and profits. And can adjust your pricing or resource allocations to boost your margins. Here are the basics.
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By Marilyn Wilkinson
KPIs for consulting services tell you whether your firm is on track to achieve its objectives or falling short. Without tracking these metrics, you can’t objectively evaluate performance in key areas like financial health, resource utilization, client acquisition, and project efficiency. Boost your project success and profitability by accurately measuring the 11 most important KPIs for consultants.
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By Rachel Bicha
Project profitability is crucial for agency growth and stability. Stronger profit margins mean leadership can invest more money into the business. And continue to scale at a sustainable rate. Even if you understand the importance of project profits, being tasked to find concrete ways to actually improve them can feel stressful. But no worries—we talked to agency experts to learn how they’ve boosted their project profits. Use their advice to help increase your own.
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By Kiran Shahid
Don’t use simple to-do lists to manage complex projects. These basic lists leave lots of room for errors, like missed tasks and dependencies. Which lead to project delays, frantic resource shuffling, and frustrated teams and clients. Instead, use a project timeline that provides a clear, visual roadmap of all parts of the project. We’ll cover the ins and outs of different types of timelines. And how to build a realistic one that still lets you adapt to unforeseen challenges.
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By Kadri Pultsin
This September, we’re focusing fully on improving cost tracking in Scoro. With the updated budget charts, it’ll be even easier to monitor and forecast project costs and profit margins to keep the project on track!
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By Rachel Bicha
Your project plans make all the difference to project success. While no plan is 100% foolproof, detailed project planning gives you and your team a clear roadmap to follow—one that outlines how you can meet your clients’ goals and your own. Let’s take a closer look at the basics of project planning and how to create this actionable, single source of truth.
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By Rachel Bicha
Improving profitability is a key goal for most agencies. But finding tactical ways to do so can be a lot more challenging, since profitability is impacted by so many variables. Which factors do you need to change? And which actions make the biggest impact? One concrete way to boost profitability directly is to improve billable hours. This increases the percentage of employee hours driving revenue for the business. We’ll explain billable hours, how to calculate them, and how to increase them.
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By Kiran Shahid
Missed deadlines even with a full team. Constant confusion about who should be working on what (and when). Uneven workloads that cause some team members to be overwhelmed while others are bored. All these signs point to issues with resource scheduling. Improve your scheduling process to establish clear assignments and due dates, eliminate delays and miscommunications, and boost your team’s overall productivity. Here’s what you need to know.
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By Scoro
Harv Nagra, former in-house agency ops director presents a webinar on agency productivity with Agency Hackers.
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By Scoro
As an Ops person, the role of IT expert is often part of the job. So how can you ensure your agency’s IT infrastructure is set up for scaling? That's the focus of our discussion with Dan Timmiss, Technical Director at Kaizen IT Solutions. With over two decades of experience, Dan has helped hundreds of creative agencies optimize and manage their IT setups, from audits to complete IT overhauls and supporting scaling teams.
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By Scoro
Winning pitches is tough. Ghosting has become a common challenge, and even when you win, clients may be commissioning smaller pieces of the project rather than the full program. But that’s only part of the struggle - crafting pitch decks takes a lot of time and energy. Surely there’s a better way than packing slides with your best creative ideas. In this episode we tackle these challenges and introduce a strategic approach to pitching. The focus shifts from pitching tactics to showcasing value and ROI.
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By Scoro
Part of the remit of an ops leader is to ensure they’ve got the right people, in the right place. In many agencies, account managers handle sales, client relationships, AND project management. However, this hybrid role often leads to trade-offs. Everyone’s got their own strengths and preferences – and these responsibilities seemingly require very different personality types.
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By Scoro
We’re in the age of remote and hybrid working, and our physical distance from one another is having a huge impact on company culture. Previously, grabbing lunch or a drink after work was easy. But now, even small talk needs to be consciously brought into our scheduled Slack calls to avoid things becoming too transactional. This new way of working can lead to serious challenges like feeling disconnected from colleagues and the company mission, lacking motivation, and experiencing loneliness.
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By Scoro
Without financial results, we can’t see the impact of the decisions we make on our agency’s profit. In this episode we’re joined by Alfie Wenegieme, a seasoned chartered accountant with over 17 years of commercial finance experience. Alfie shares important metrics for us to understand, report, and improve on. We explore the fundamentals of agency finances, common issues agencies face, and tips for improving your team’s understanding of key financial metrics.
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By Scoro
Some platforms for niche use cases don’t require much consideration – you can try, and if it doesn’t work as intended, you can move onto something else. Other platforms, particularly those that are linked to your client services and business finances, require careful consideration. How do you ensure you’re making the right decision? In this episode, we discuss why growing and maturing agencies looking to scale make the transition from disjointed tools to professional services automation (PSA) platforms.
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By Scoro
Operations is a critical role within agencies today. But beyond the day-to-day, there’s a big opportunity to leverage this role as strategic driver of growth and efficiency. How can you develop both yourself as a leader and your agency to deliver better results? In this episode, Ryan McNamara, Head of Operations for Rise at Seven, highlights 3 key areas that every ops director should focus on: Financial rigor - what metrics you should be looking at and how often, to help you make strategic decisions.
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By Scoro
Until now, booking resources in Scoro depended on specific tasks. With the May 2024 release, we’ve introduced a new concept called bookings. Bookings allow you to set aside team members’ time for a project before deciding on specific tasks. This unlocks a less admin-heavy high-level approach to resource planning in Scoro. The webinar covers: Scoro’s vision for high-level resource planning How bookings help you plan resources and forecast utilization with greater ease and accuracy.
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By Scoro
It's no secret that time is wasted in the workplace - whether on coffee breaks, slow business processes, needless meetings, or a combination of the above. And all of those trivial activities add up, whether they're intentional or not. In fact, research shows that the average employee spends only three hours in an eight-hour day on meaningful work. That's more than 25 hours wasted every working week! If only you could reclaim most of this wasted time... Here's the good news - you can!
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The all-in-one business management software designed to bring your team, projects, sales, and reports together.
Scoro is an end-to-end business management solution that allows professional and creative services to control their entire workflow from one place. It helps to streamline work and eliminate routine tasks to ensure a business runs as smoothly and efficiently as possible – from sales right through to billing.
Scoro’s features include calendaring, task and project management, quoting and billing, enterprise-level reporting and a real-time dashboard.
A single place for everything you need to know and do. From the first "Hello" to the final invoice.