Teams | Collaboration | Customer Service | Project Management

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October 2025 Version Update: Timesheet Reminders & MCP Server for AI-powered Multi-tool Workflows

Sep 19, 2025 By Kadri In Scoro
With this update, we’re opening the gate into the future of work for service-based firms! Introducing: Scoro’s MCP server – one of the first of its kind in the professional services automation space. Read below to find out what that means and how it puts you and Scoro at the forefront of the AI workflow revolution. Of course, we haven’t forgotten about “business as usual” either.
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Project Overruns Are an Ops Problem, Not a PM One

Sep 18, 2025 By Marilyn In Scoro
Firms tend to blame project managers or delivery teams when projects fall short of their margin targets. But most of the time, it’s not all their fault. Operational issues can easily set them up for failure before anyone starts doing the actual work. It’s up to ops leaders to fix those problems so delivery teams can actually deliver. In this article, we’ll walk you through a framework to protect your profits by addressing the root causes of project overrun instead of the symptoms.
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Growth Metrics: Why Misalignment Is Killing Your Firm

Sep 8, 2025 By Rachel In Scoro
Growth doesn’t fall apart because you don’t have enough leads. It falls apart when no one agrees on what your business data actually means. Marcel Petitpas, CEO of Parakeeto, talked with us about the true cost of misaligned metrics and how to build a shared, consistent system for tracking what matters.
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Systemize Your Business: Lessons From Experienced Ops Leaders

Sep 3, 2025 By Anna In Scoro
We spoke with seasoned operators—Meredith Fennessy Witts, Rachel Pereyra, Ashley Madden, Kristen Kelly, and Sarah Still—to learn how they systemize businesses by improving processes. Their advice is clear: Start small, focus on one high-impact workflow, and build momentum with improvements your team will actually use. Here’s the step-by-step playbook. With expert-backed tactics you can put into practice today.
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Beginner's Guide to Agile Resource Planning

Aug 31, 2025 By Marilyn In Scoro
Traditional resource planning assumes your projects, priorities, and team availability will stay the same. It works great when everything goes according to plan. But how often does that actually happen? One changed deadline, one team member out sick, or one client emergency, and your carefully crafted schedules start to collapse. Enter Agile resource planning, where you work in flexible cycles and adapt to real-time changes. Here’s how to do it.
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The Invisible Strain: Why Your Team is Struggling (Even If the Numbers Look Fine)

Aug 28, 2025 By Rachel In Scoro
Your dashboards look good. Projects are delivered. Utilization is high. But under the surface, your team is exhausted—and you need to figure out why. Otherwise, “silent” strains will slowly cause low-quality work and turnover that erodes client satisfaction and your bottom line. Here are the five most common reasons teams struggle and how to address them before they impact your KPIs.
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Ops Quickie: What ERA is your business in? Take the business maturity quiz!

Aug 26, 2025 By Scoro In Scoro
Ops Quickies – we're back with another snackable episode. This one’s for anyone who’s ever wondered: Is my business actually set up to scale – or are we just surviving? Harv breaks down: Why business maturity matters What it really means (hint: it’s not about headcount or revenue) Why most service businesses get stuck at the early stages And how you can quickly benchmark where you stand today...
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September 2025 Version Update: Financial Reports & Integration Improvements

Aug 21, 2025 By Sintija Lapiņa-Ērgle In Scoro
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.
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The F.A.S.T. Framework: How to Vet New Client Projects

Aug 20, 2025 By Marilyn In Scoro
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.
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How to Scale Smarter: Productizing Value with Brian Kessman

Aug 19, 2025 By Scoro In Scoro
When businesses talk about “productizing,” they often picture cookie-cutter scopes and rigid templates. But according to Brian Kessman, that’s missing the point. Brian is the founder of Lodestar Consulting, and he’s spent 25 years helping agencies and consultancies scale without burning out teams or eroding margins. His approach isn’t about productizing services – it’s about productizing value. In this episode of The Handbook: The Operations Podcast, Brian and Harv dig into what that really means, and how it can transform both your client relationships and your bottom line.
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