75+ FTE, Full-Service B2B Agency

In 2020, Leadership was exploring the requirements for modernizing their financial and operational model in an effort to increase their organizational agility, operational resilience and prepare for the future. Organizationally, they were struggling with a blended account manager/project manager/producer generalist role that was impacting quality of work and client profitability. Additionally, leadership was struggling with non-integrated technologies leading to data silos and a lack of actionable data to improve strategic decision making.

IMPACT

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

Agency Performance Audit
Engagement Models + Workflows
Org Structure + Roles & Responsibilities
Financial Model + Rate Analysis
Tech Deployment
Revenue Recognition + Performance Check-In
Business Intelligence