Data Driven Decision Making in the Creative Firm

For the last decade, we have been helping creative agencies who are struggling to balance their Creative and Culture with the demands of Profitability. And while integrated platforms like Advantage, WorkBook® and Workamajig® help increase throughput and provide integrated financial and operational data, we’ve found our clients are struggling to leverage that raw data to improve decision making and change behavior. Enter AgencyStory™.

For the last three years, we have worked jointly with recognized industry leaders, authors and vendors in the business intelligence community to develop a patent-pending analytics solution, designed specifically for the marketing services industry.  AgencyStory extracts raw data from platforms like Workamajig and creates a series of “curated” scorecards, dashboards and KPIs that are engineered to help agency Principals and Sr. Managers make tough decisions, grow and make lasting change to their cultures.


One of our AgencyStory dashboards, the Utilization Scorecard, was recently featured in The Big Book of Dashboards by Steve Wexler, Jeffrey Shaffer and Andy Cotgreave. We were honored to be included in this comprehensive reference book by recognized experts, which highlights effective visualization examples across many industries and platforms.

We’re excited to be able to offer you a digital excerpt of the 12-page Utilization Scorecard chapter herecontact us if you want to see how your agency’s data stacks up!

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.  She is a founder of AgencyStory®, a patent pending curated analytics solution for the marketing services industry.

About CPI

Creative Performance Inc. is a consultancy that specializes in agency operations for the marketing services industry (agency and in-house). Over the last decade, CPI has helped over a hundred agencies through complex organizational change, with an emphasis on increasing project throughput, project profitability, client profitability and agency profit. CPI is consulting partners with AgencyStory®, Mavenlink, Oracle® and Workamajig® – helping their clients successfully deploy, adopt and transform in a manner that drives lasting change.

Contact CPI

We help agency leadership achieve their goals.

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