New Org Structure + Roles & Responsibilities allowed Client to create a healthy, balanced tension between the AM, PM and Delivery disciplines, improving the quality of their work product, while keeping projects increasingly on-time and on-budget. Client Service was able to stop “doing the work” and could focus on incrementally growing existing client relationships. 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. The deployment of an Agency Management System of Record allowed them to produce the ideal data needed for the AgencyStory® Business Intelligence tool giving them critical insights to improve leadership decision making.

Connect With CPI

  1. Agency Performance Audit
  2. Engagement Models + Workflows
  3. Org Structure + Roles & Responsibilities
  4. Financial Model + Rate Analysis
  5. Tech Deployment
  6. Revenue Recognition + Performance Check-In
  7. Business Intelligence