Megan Ross

Scoro • 15th October 2025

PSA Software Explained: Is It Worth It? This Flowchart Will Tell You

We get it. Spreadsheets are free. Project management tools are cheap. 

But here’s the truth: 

They don’t give you a significant, measurable ROI—not like Professional Services Automation (PSA) software can.

Scoro • 22nd September 2025

How to Improve Business Productivity (According to Senior Leaders) | Scoro

If you’re wondering why your team seems busy but profit margins are flat (or even down) you might be stuck in the “productivity trap.”

Scoro • 18th September 2025

How to Estimate Project Costs (D.A.R.T. Framework)

Quoting often feels like throwing darts blindfolded—you might get close, but hitting the bullseye is rare.

Too high, and you scare off the client. Too low, and you eat into your margins.

But it doesn’t need to be this way.

Scoro • 18th September 2025

Project Overruns Are an Ops Problem (Not a PM One)

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.

Scoro • 9th September 2025

Project Capacity Planning: A 5-Step Framework for Service Firms

At first, project capacity planning is pretty straightforward. But it gets trickier as you grow. 

You need to coordinate across multiple teams and business units—all with different utilization rates, skill sets, and project types.

We asked seasoned operators—consultants, project advisors, and agency leads—how they handle it.

Scoro • 9th September 2025

Beginner’s Guide to Agile Resource Planning | 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?

Scoro • 8th September 2025

Growth Metrics: Why Misalignment Is Killing Your Firm

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.

Scoro • 3rd September 2025

Systemize Your Business: Lessons From Experienced Ops Leaders

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.

Scoro • 28th August 2025

The Invisible Strain: Why Your Team is Struggling (Even If the Numbers Look Fine) | 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.

Scoro • 25th August 2025

Ops as an Enabler: Improving Delivery Team Productivity | Scoro

Professional services teams face never-ending deadlines and overlapping client demands. 

And your decisions as an operations manager shape whether your colleagues thrive—or burn out—in those circumstances.

Scoro • 21st August 2025

5 Tech Stack Mistakes That Kill Efficiency (and How to Avoid Them) | Scoro

When choosing tech, too many professional services firms fall into the same traps. 

They chase shiny new tools without clear goals, implement expensive platforms they barely use, or make decisions based on gut feelings.

These approaches don’t get rid of business chaos—they just create more of it.

Scoro • 19th August 2025

The Executive’s Guide to Top-Down Revenue Forecasting | Scoro

Many execs at professional services firms forecast revenue based on specific project data.

While this granularity might seem like the best option, there’s actually a better (and easier) way to predict income:

Top-down forecasting.

Scoro • 7th August 2025

How to Optimize Your Agency Sales Process: Lessons From Six-Figure Agencies | Scoro

Building off a founder’s network and relying on inbound sales can help your agency grow at the start. But it’s not a sustainable long-term approach.

Scoro • 6th August 2025

Implement Your PSA Software the Right Way: 15 Tips From Experts | Scoro

Professional Services Automation (PSA) software is a big investment. And naturally, you want maximum value from day one.

But there’s one sure-fire way to sabotage your ROI:

Deploying your new software without structured implementation or onboarding support.

Scoro • 31st July 2025

Implement Your PSA Software the Right Way: 15 Tips From Experts | Scoro

Professional Services Automation (PSA) software is a big investment. And naturally, you want maximum value from day one.

But there’s one sure-fire way to sabotage your ROI:

Deploying your new software without structured implementation or onboarding support.

Scoro • 17th July 2025

How to Scale Your Agency: 4 Critical Areas For Growth

Small agency problems only compound as you grow—going from minor inconveniences to massive headaches. 

Sure, your revenue goes up as you scale. But without addressing the inefficiencies that lie at your agency’s foundation, it won’t be sustainable.

Scoro • 17th July 2025

Sales Pipeline Forecasting: From Guesswork to Growth | Scoro

Without visibility into likely revenue, you’re flying blind. That means missed targets, wasted resources, and gut-based decisions that erode profit over time.

Scoro • 17th July 2025

5 Tech Stack Mistakes (and How to Fix Them) | Scoro

When choosing tech, too many professional services firms fall into the same traps. 

They chase shiny new tools without clear goals, implement expensive platforms they barely use, or make decisions based on gut feelings.

These approaches don’t get rid of business chaos—they just create more of it.

Scoro • 20th June 2025

7 Ways to Improve Operational Efficiency for Service Firms | Scoro

Operational efficiency is the engine behind a profitable, scalable business.

But as your consultancy, agency, or firm grows, staying efficient becomes harder.

Why?

Because issues like scope creep, manual workflows, and resource conflicts will also grow if left unaddressed. And they can quickly sink productivity and your profits.

Scoro • 19th June 2025

Project Management for Architects: A Guide for New PMs | Scoro

In architecture, project management is crucial. But that doesn’t mean you need a complicated strategy to deliver great work.

To simplify the process, focus on your scope, schedule, and pricing.

Scoro • 19th June 2025

11 Architecture Firm KPIs You Need to Track | Scoro

For successful architecture projects, amazing designs aren’t enough. You also need the right data to execute them.

Scoro • 17th June 2025

Retainer Racket: Why ‘Easy Money’ Is Killing Your Business | Scoro

If something sounds too good to be true, it probably is.

And that’s typically the reality of client retainers.

Shiny, theoretical benefits like predictable income and long-term relationships keep you sold on their value. And blind to their downsides.

But the fact remains:

Without proper structure and management, retainers will bleed your business dry.

Scoro • 10th June 2025

11 Time Tracking Best Practices (+ Expert Tips)

Time tracking data is only as good as the system behind it.

If your current process leads to scattered or incomplete logs, you’re not just missing hours—you’re missing insight into profitability, performance, and planning.

Scoro • 5th June 2025

Drowning in Data? 8 Metrics That Matter for Agency Leaders | Scoro

Data is a good thing for agencies to rely on.

But too much data can cause more problems than it solves.