400+ FTE, Full-Service Advertising Agency

In 2012, senior leadership was tasked with an agency wide process improvement initiative, which included the rollout of a project management discipline and adopting an agency management system of record (ERP). The organization was facing systemic challenges with duplication of effort, non-uniform workflows and misalignment of roles and responsibilities. Challenges with resourcing were impacting utilization and agency profitability.

IMPACT

The establishment of a Project Management discipline has improved their ability to deliver projects on-time and on-budget. Client Services has been empowered to focus on client relationships vs. production logistics. They have leveraged their technology and process investments to improve scoping, optimize project intake, increase project velocity and improve project profitability. The adoption of their agency management system of record exceeded their business objectives and met with little cultural resistance, helping them to improve time to ROI.

Connect With CPI

Existing Technology Audit
Process + Workflow Audit
Roles + Responsibilities Audit
Agency Management Software Selection
Project + Accounting Conversion
Software Deployment Roadmap
Workflow Design + Documentation
Technology Deployment + Training
Revenue Recognition Meeting Process