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AgencyStory® – BI Solution for Agency Leadership
Introducing AgencyStory® a patent pending business intelligence solution designed specifically for the marketing services industry. Developed by Creative Performance Inc. (CPI), a leading consultancy in the industry, the solution is designed to support agency leadership as they navigate an increasingly complex and challenging business environment.
About Vanessa Vollum Edwards
Hailing from Portland, OR, Vanessa graduated from university with a degree in Philosophy. An amateur helicopter and fixed wing pilot since age sixteen, she began her first career as a pilot for LifeFlight. Upon completing her MBA, Vanessa was recruited by a fellow classmate into becoming the CFO/COO for a digital agency experiencing rapid growth. The agency was acquired in 2010. Over the last decade, Vanessa has built a strategic consultancy focused on empowering agency principals, accelerating growth, increasing profitability and deploying agency management software.
About AgencyStory®
After working with over 150 leadership teams over the last decade, both agency and in-house, CPI began to notice a consistent pattern of challenges impairing growth and negatively impacting culture. AgencyStory® was developed to empower agency leadership and de-risk their decision making. Finally, a solution that helps you answer:
- What is the Financial Potential of my agency? How far off am I?
- Which of our departments are the most/least profitable and why?
- Which of our clients are the most/least profitable and why?
- Why are my people so busy… but we aren’t making any money?
- How hard should I work my staff before hiring new talent?
- Are there areas where I can cut? When and how should I cut?
- Why is my AGI per FTE so low?
- How can I make my Tier 2 clients as profitable as my Tier 1 clients?
- Why is my salary to AGI so high? Is this because of Overhead or Billable employees?
- Why is my net income so low?
- Is my rate margin ideal for this service/employee/department?
- What operational problems are costing us the most money?
- How much am I paying people to do work I’m not getting paid for?
- How many less FTEs could I have and still get the work done?
- What is dragging down the utilizations of my best employees?
- Which staff are my over-achievers and under-performers? Why?
- What is the opportunity cost of organic growth within clients, and what is the return?
- What if I increased utilization by x%? Is it worth the effort?
- What if I right-sized my compensation-to-rate ratios?
- What if I decreased my agency’s realization by x%?