Teams | Collaboration | Customer Service | Project Management

How to Build an Ops Handbook in 9 Easy Steps

You know how things work. The question is whether your team does—or whether that knowledge walks out the door the moment you do. Our research into 303 professional services firms found that only 21% have documented best practices. The other 79% are running on institutional knowledge. Which means onboarding takes longer, quality depends on who’s staffed on a project, and every departure walks out with know-how nobody wrote down. Most ops leads already know this.

Revenue Up 2x, EBITDA Up 5x: The Operating Model Behind It with Andrew McBarnett

Everyone wants AI to fix their messy data. Andrew McBarnett will tell you straight: it won't. In fact, it'll just help you reach the wrong conclusion faster. Andrew is Group Financial Director at Lucid Group, a PE-backed medical communications agency. He joined in 2020 for what was meant to be a four month contract. Six years later, he's still there, and the numbers tell the story: EBITDA up from £3.6m to £18.1m, revenue more than doubled, legal entities cut from 25 to 15, and a finance team that's shrunk in headcount while transaction volume has nearly doubled.

The PSA Software Buying Guide: How to Tell If You're Ready (or Not)

Most professional services automation (PSA) buying guides exist to sell you a PSA. This one might actually talk you out of it. A PSA is the most powerful platform a services firm will ever buy. But it only amplifies what’s already there. If your operations and processes are a mess, a PSA won’t fix that. It’ll just help you scale the mess, faster. It’s only worth the investment once your foundation is solid.

August 2026 Version Update: Calendar Improvements & Expanded ELI Capabilities

This August, we are focusing on removing administrative friction from your day-to-day operations and helping your team work more smoothly. We’ve further improved ELI – our AI-powered assistant – and recently held a webinar where we demoed its newest capabilities now available to you.

AI in Scoro: The Vision, Roadmap and What's Possible for Professional Services Firms

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.

33% More Profitable in 7 Months: How a Global Consultancy Modernized Its Tech Stack

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.

The suprising things your rates should account for

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.

July 2026 Version Update: Expanded ELI Capabilities & Usability Improvements

What if you could wrap up your weekly resource planning much faster and enjoy more of that well-deserved rest in the sunshine this summer? With the updates we’re releasing this July, it’s 100% possible! Use ELI’s new booking management capabilities to sort out your team’s bookings for this month and next, run instant project health audits with a single click, keep track of active time tracker straight from the project task list, and more.

June 2026 Version Update: Revenue Models for Every Contract Type & Sage Intacct Updates

This month, we’re focusing on financial precision and team collaboration. Track revenue the way your contracts actually work with our new project revenue models, sync expenses and credit bills straight to Sage Intacct, and finally react to comments with emojis.