100+ FTE, Independent Full-Service Agency

In 2015, after experiencing several years of explosive growth, senior leadership determined that the project and accounting systems of record were no longer capable of keeping pace with their growth. Rather than being reactive, and waiting for systems to negatively impact productivity, it was determined that a new agency management system of record (ERP) needed to be selected and deployed. There were also gaps in reporting and analysis related to engagement, project, client and overall agency profitability.

IMPACT

Today, their Marketing Operations discipline has been structurally improved, enabling them to achieve their growth and profitability goals. 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. Additionally, leadership has improved visibility into engagement, project, client and agency profitability.

Connect With CPI

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