Dramatically Improve Speed | Efficiency

Have you ever wondered what the difference is between a well-run profitable agency, and one that is constantly putting out fires? It’s not your Creative. Every day we run across teams overwhelmed by mountains of legacy technology contributing to inefficiencies.

At CPI we help organizations deploy “Agency Systems of Record” that dramatically increase their ability to scope projects, launch work efficiently, optimize team workloads, increase project throughput and measure what is and is not working.

How We Help Our Clients

The catch? It’s more challenging to deploy tools like Advantage, WorkBook®, Workamajig® than most agencies prepare for. Gartner predicts that “90% of ERP deployments fail to deliver any measurable ROI…with 40% experiencing at-large operational disruption”. We are here to help.

  • Current Technology Audit
  • Requirements Gathering + Selection
  • Deployment Roadmap
  • System Design + Setup
  • Project Conversion
  • Accounting Conversion
  • End User Training
  • Technology Redeployment


"CPI is exactly what we needed. After investing in Workamajig we struggled. We found the perfect partner in CPI. I only wish we could have gone to them sooner. Their best practices and professional, yet fun nature, are a winning combo. Their expertise is truly rare in the agency world."

Tona, CEO, Tricycle

Contact CPI

We help agency leadership achieve their goals.

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