50+ FTE, Full-Service Advertising Agency

In 2015, the agency adopted a new agency management system of record (ERP) to improve operational efficiencies, project throughput and gain access to metrics to drive decision-making. Since adoption, the agency faced a myriad of challenges related to Best Practices, roles + responsibilities, time tracking and a lack of clean financial + operational data to drive their metrics. The entire organization was dissatisfied and inoculated to the tool, and were looking to transition to a new platform.

IMPACT

Today, the agency has continued to enjoy a period of sustained growth, fueled by their investment in their Marketing Operations discipline. Project Management has improved their ability to deliver projects on-time and on-budget. Account Management has been empowered to focus on client relationships, strategy and cross-selling opportunities. They have leveraged their system to improve accuracy and efficiencies in estimating, budget-to-actual management, resourcing, load balancing and performance management. Leadership now has visibility into a myriad of financial and operational KPI’s to support strategic decision making.

Connect With CPI

Existing Technology Audit
Process + Workflow Audit
Roles + Responsibilities Audit
Software Redeployment Roadmap
Project Management Discipline Design
Workflow Design + Documentation
Technology Redeployment + Training
Project + Accounting Conversion
Revenue Recognition Process Design