Scoro

SAENTYS now saves over 2 days every month on reporting, thanks to Scoro. Before Scoro, revenue forecasting was a manual and error prone process for Saentys. The final report was often outdated by the time it was ready. This caused concerns from senior management because figures would be unreliable, and at times alarming. 🤯 Thanks to Scoro, reporting is now available in real-time and dashboards can be accessed instantly. “The live data means we don’t need to prep for meetings. We just open Scoro and access the reports, which are up to date and reliable.” Julia Longo, Finance Director at Saentys. Saentys has better control over their business, with data and insights to help make informed decisions. 🎯 To read this case study, follow the link in comments. 👇

This is how to train your team well in a new system. 💡 🎥 Create how-to videos - cover FAQs and tackle any tricky edge cases. 🔧 Build practise scenarios - have people test out the new process to build confidence. ❓ Promote self-sufficiency: Encourage your team to revisit the videos whenever they have questions. It saves everyone time! Harv Nagra shared a treasure trove of tips for documenting and embedding best practices in the latest episode of The Handbook: The Agency Operations Podcast. 🎧 Check out the episode by following the link in the comments. 👇

Are you using Sage and looking for invoice automation? Scoro’s integration with Sage Intacct streamlines your invoicing workflow. The two-way sync means you can seamlessly manage your projects and operations in Scoro - while Sage Intacct handles your accounting. 🔗 The result? Automated data exchange that reduces errors, provides accurate reporting, and saves time. Here’s how this integration empowers your team: ⚡ Simplified Invoicing: Make billing faster and more efficient for everyone. 📈 Profitability Insights: Gain clear visibility into what’s driving your bottom line. 💰 Real-Time Payment Updates: Keep project managers in the loop with up-to-date payment statuses. Curious to see it in action? Click the link in the comments to learn more. 👇

You CAN take control over your project budgets 💪 If your projects consistently go over budget - this is for you. Flick through this guide and learn how to: 💰 Set realistic budgets 💸 Avoid expensive overruns 📈 Keep you projects on track financially Want to learn more? Check out the blog article in the comments for a detailed breakdown. 👇

👀 Now, you can get a sneak peek of Scoro and see exactly how it works! Unlike many, we’re not gatekeeping. If you’re curious, peek inside our product tours - no strings attached! Dive in and see why other professional services love Scoro’s interface and comprehensive capabilities. 🤩 Follow the link in comments to explore Scoro for yourself. 👇

Want your new hires to hit the ground running? 🤩 Start them off with onboarding that covers: ✅ What the business is all about ✅ Key info on clients ✅ A deep dive into the tools they’ll use daily ✅ Intros to core team members According to Sarah Brougham, Ops VP at Genflow, this gives your new starters the best chance to thrive. 🚀 For hot tips on onboarding and off boarding - tune into this week’s episode of The Handbook: The Agency Operations Podcast with ops expert Harv Nagra! 🎧 Link in comments.👇

💡 Are you looking for Operations advice from industry experts? We’ve got you covered with practical tips on topics like change management, key metrics, and strategies to drive business growth. 🚀 Every other week we cover a different theme in The Handbook newsletter. Written by experienced ops consultant, Harv Nagra. Get insights that matter - straight from experts including Manish Kapur, Jenny Plant, and Trenton Moss. Follow the link in comments to subscribe to The Handbook Newsletter. 👇 You'll also find the link below to dive into previous newsletters. 🤓

We’re all about getting things done… but we love having fun too! 😜 Happy Halloween from our team—where a little silliness keeps the spirits high! 👻

Calling all Project and Resource Managers! 📣🚨 Your insights can directly shape the future of Scoro's work management software. If you’re a Project or Resource Manager at a consultancy, marketing, advertising, creative, or IT agency with 15-250 employees—and you haven’t tried Scoro yet—we want to hear from you! Why join our research session? 💬 Share valuable feedback that can improve Scoro’s usability. 💝 Get a €50/$50/£40 Amazon gift card as a thank-you for just one hour of your time. Interested? Sign up for a session over Zoom here 👉 https://hubs.ly/Q02WhdkQ0

Overwhelmed by your to-do list? 😵 Here’s a system to keep your energy in check all day long. 😌 Amy Hopper shares a brilliant strategy on The Handbook Podcast: her "Lift List" and the TOA Group Traffic Light System. Here’s the breakdown: 🔴 RED TASKS: These are the draining tasks—the ones you dread. 🟠 AMBER TASKS: Could go either way, leaving you neutral or uncertain. 🟢 GREEN TASKS: These lift you up, bring energy, or fuel your creativity. To avoid burnout, “sandwich” red tasks between green ones. Structure your day by balancing energy-draining tasks with those that make you feel positive—keeping your momentum and motivation strong. 💪 This episode with Amy & Harv is available on Spotify and Apple Podcasts! Follow the links in comments. 👇