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.

How We Helped

  • 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


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.


"CPI is the absolute gold standard when it comes to agency consulting and expertise. Their core value is their point of view, methodology and experience in successful agency operations. And they deliver that with a highly professional and knowledgeable team that deliver these insights with a personal touch that is both fun and engaging."

Jason, VP Operations - MarkeTeam

Contact CPI

We help agency leadership achieve their goals.

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