Professional Services Image by Gerd Altmann from PixabayWith Thanksgiving last week, the news cadence slowed significantly. However, there were several announcements from PSA and PPM Vendors around the world. Yoni Onerov will be the first Chief Revenue Officer at Other news comes from Avaza, Scoto and Smartsheet.


Avaza has introduced a new feature that enables users to bulk update billable and cost rates for each user. It allows organisations to update rates as consultants are promoted or gain additional skills. Administrators can opt to apply the update to all projects or just specific projects. It means where rates are set within a contract for a specific project, the update will not apply.

The user can also update new timesheets, timesheets that are uninvoiced or uninvoiced timesheets within a specific date range. The administrator can opt to increase the billable and/or the cost rate by a percentage (though this is not explicitly stated within either the blog by Behram Khan, co-founder at Avaza or the release notes, it could be a value)


Scoro revealed details of its December update. It also revealed what the development team is now working on. It is now possible to add an online payment link to invoices enabling customers to pay using integration to Stripe. The new integration enables a customer to pay using various methods immediately after they receive the invoice using credit cards, digital wallets, bank redirects and others. Payments made through Stripe are then synchronised back into Scoro, enabling business leaders to have full cash flow visibility.

Scoro has also worked on enhancing the integration with Xero. Administrators can now toggle the product sync between the two solutions. If the automatic sync is switched off, Scoro will sync only the products and services used on financial documents. This reduces the potential clutter of historic data from Scoro appearing in Xero.

Users can store their default online meeting link within their profile. The conference call link is automatically added to the conference call field when a meeting is created, saving the time it takes to locate, copy and paste the link that users had to do historically. This is a nice feature and will save users considerable time.

It has enabled users to extend the grid view in Planner. This lengthens the columns so that users can quickly see the detail for each day, reducing the time taken to hover over each task to see the detail. The extended view option is in addition to the compact, medium and high visibility views.

The team are now working on improving more areas of functionality within Scoro, including:

  • Schedule management in the Planner. Organize your day and prioritize activities directly in the Planner view by re-ordering events and time entries with a simple drag and drop.
  • Advanced triggers and actions. Set up even more complex rules in Scoro to get notified of specific changes across the site or trigger custom workflows via webhooks.
  • Time entries in the detailed task view. Sort the order of time entries and filter outdone or scheduled ones to focus on what’s important.


Brandfolder by Smartsheet has introduced Brandfolder Content Automation. It is based on the acquisition of Outfit. It enables users to create and deploy content, keeping it on-brand so that it not only remains effective but strengthens its value and increases ROI with every piece of content produced.

The solution also enables an organisation to produce multiple documents of different sizes, i.e., social content or multiple pieces of the same creative with variable data. It includes the ability to create thousands of personalised flyers using multi-edit and CSV file input.

Furthermore, Brandfolder Content automation helps organisations to control brands by:

  1. Simply staying on-brand. Large distributed teams (including franchises, universities and banks) need tons of variations and high-volume branded content to display in their stores or branches. Before Content Automation, they either waited in a workflow queue or went rogue and tried to produce work themselves. Content Automation allows them to produce content, and because of template constraints, the marketing or brand team can rest easy.
  2. Compliance with rules and regulations. By automating and/or locking down disclaimers, font sizes, terms and conditions and other elements, Content Automation ensures users can be compliant and reduces the risk of human error.
  3. Visibility and approvals. Admin users have visibility over everything being produced. As well as viewing all activity, they can set approval workflows and ensure they have oversight over what is important.

Vicki Goodwin, Director, Brand and Marketing Strategy at Monash University, commented, “Many staff work in functions that require them to produce collateral. One of our biggest goals is to empower people to do what they love – we want them to do the best job they can and don’t want them to slow them down and make it difficult. Outfit (now Brandfolder Content Automation) has allowed more people in the university to access great tools that allow them to stay on-brand.”

PSA PPM and Work Management news from the week beginning 14th November 2022



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