Teams | Collaboration | Customer Service | Project Management

Scoro

June 2024 Version Update: Time Off, BambooHR & Salesforce

With summer starting and vacation plans in full swing, we’re bringing a much-needed breeze to handling your team’s work time. You can now easily manage time off directly from your Scoro’s calendar or sync data over from BambooHR. We’re also launching our Salesforce integration and doing a few tweaks to frequently used buttons to make your daily workflows smoother.

A Beginner's Guide to Project ROI (And What To Track Instead)

Ever take on high-revenue projects and get surprised by low (or even negative) profits at the end? Talk about frustrating. In this guide, we’ll explain project return on investment (ROI), and you’ll discover a more accurate way to measure project profitability than simple ROI calculations.

Claire Quansah: 6 steps to successful change management

New tools and processes can transform your workflow. Especially when they’re well communicated, properly tested and correctly implemented. Successful change management motivates your team to adopt new practices. And makes them productive and happier - now and into the future. In this episode, we’re joined by Claire Quansah, an ops expert in the agency space with nearly two decades of experience. Claire shares the steps to consider when implementing change within your agency. She gives advice on how to promote continuous improvement and set your team up for success.

Project Cost Estimation: A Guide to Quoting Profitable Projects

Ever wonder why some of your projects easily meet your target profit margins while others don’t even come close? You might be struggling with accurate cost estimates. They’re the foundation for setting realistic budgets, avoiding costly overruns, and ensuring your projects stay on track financially.

5 Best Time Tracking Software For Consultants

Managing client projects profitably can be challenging — many consultants rely on cumbersome manual processes and spreadsheets. Not only do spreadsheets waste time, but they also waste money: billing errors and limited visibility into resource utilization often result in lost revenue. In this guide, we’ll look at some of the best time tracking software for consultants to help you ditch the spreadsheets and increase your profit margins.

Tyler Caskey: How consolidating tools & automation can transform your agency

Easy access to reports and dashboards is a game changer. But if your data is siloed in different systems, replicating data can be a daunting task, let alone accurate reporting. And with manual data entry, there’s the risk of human error. Imagine if you could consolidate tools to improve automation - gaining visibility, accuracy, and efficiency within your team. In this episode we’ll hear from Tyler Caskey, a chartered accountant and founder of TheBeanCounters. You’ll learn what to look for in a new tool to centralize more of the workflow and how to introduce this change to the business.