We Prepare Agencies for the Future

“Creative Performance Inc. (CPI) is a niche-consulting firm for the Marketing Services industry (Agency + In-House). We specialize in measurably improving our client’s throughput, realization rates, utilization rates, project profitability and business intelligence; while protecting culture and creativity.”

CPI brings a balanced approach that emphasizes harmony between People, Process + Technology.  Clients include small, mid-market and enterprise organizations across North America. CPI is an Oracle Partner, Workamajig® Expert Partner, Workbook® Consulting Partner and AgencyStory® partner.

Creative Performance Markets

Over the last decade, CPI has helped over a hundred agencies through complex organizational change

Large Mature Growth

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.

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Medium High Growth

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.

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Medium Mature Growth

In 2016, the organization was leveraging seven different systems (across three entities) that included Great Plains, SharePoint and Harvest, among others. This was leading to duplication of effort, loss of efficiencies and negatively impacting culture.

 

Leadership made the decision to adopt an integrated platform to centralize critical project data, improve operational efficiencies, align teams and provide actionable insight to make data informed decisions.

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Niche High Growth

Leadership adopted Workamajig in 2011 to improve operational efficiencies/throughput and gain access to metrics to drive decision making. Since adoption, the agency faced challenges exacerbated by high-growth, that included AM/PM misalignment, defining their Agency of Record (AOR) workflows, utilization + realization reporting, forecasting, schedule management and manual resourcing.

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Niche Mature 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.

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CPI Clients

CPI Testimonial

"Vanessa is a dynamo who truly knows how to turn vision into reality. I have continually looked to her for inspiration and actionable ideas when it comes to making our agency more successful."

Paul, Founder – Connective DX

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We help agency leadership achieve their goals.

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