100+ FTE, Full-Service B2B Agency

In 2018, Leadership was struggling to gain the value from the agency management system of record that had been deployed a year prior. They quickly realized that to gain the value and reporting from the agency management system of record it was crucial for them to modernize their workflows, org structure and operational model, as well as implement industry best practices.

IMPACT

New Org Structure + Roles & Responsibilities allowed Client to create a healthy, balanced tension between the AM, PM, PR and Delivery disciplines, improving the quality of their work product, while keeping projects increasingly on-time and on-budget. CPI created and documented ideal engagement models, templatizing and customizing their workflows so they could quickly and accurately scope and manage engagements and projects profitability. Once completed, they were able to re-deploy their existing Agency Management System of Record, utilizing the tool to its fullest to accelerate new processes and produce critical data for improved decision making.

Connect With CPI

Agency Performance Audit
Engagement Models + Workflows
Org Structure + Roles & Responsibilities
Tech Redeployment
Revenue Recognition + Performance Check-In