Blog

Transitioning from Workamajig Classic to Platinum

Workamajig® has been making great strides in getting their new, HTML5-based Platinum version up and running for Time Entry, Project Management, Expense Reports, Purchase Orders, Billing and Sales/CRM (some of the Accounting functionalities are still being beta tested). We know that lots of people are excited to make the transition from Workamajig Classic to Platinum, […]

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Data Driven Decision Making in the Creative Firm

For the last decade, we have been helping creative agencies who are struggling to balance their Creative and Culture with the demands of Profitability. And while integrated platforms like Advantage, WorkBook® and Workamajig® help increase throughput and provide integrated financial and operational data, we’ve found our clients are struggling to leverage that raw data to improve decision making and change behavior. Enter AgencyStory™. […]

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From Chaos…to Creativity

Over the last six years, CPI has helped over a hundred agencies through the rigors of identifying, training, deploying or redeploying their integrated systems. If you are considering (or struggling with) adopting a tool like Advantage, Workamajig ® or WorkBook… we have provided a brief synopsis of the “critical success factors” that will either make […]

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The Project Management – Account Management Divide

Over the years, we’ve worked with marketing and advertising agencies in all shapes and sizes – digital shops, full-service niched firms, design heavy shops, PR firms – with anywhere from 7 to 500 employees. No matter the agency position, niche or size, we consistently see confusion and struggles in one area in particular:  the division […]

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White Papers

Understanding the new ASC 606 Revenue Rules

Understanding the new ASC 606 Revenue Rules If you are an Agency Principal, Creative, Account Manager or Project Manager…STOP! This article is not for you. Really. If you’re that curious and have no pressing client deadlines, go ahead and read it, but do so at your own risk. You might die of boredom. But, Agency […]

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The CPI Top Ten Broken Agency Processes: Part 4

Welcome back to the 4th and final installment in our CPI Top Ten Broken Agency Processes series. Writing these articles has been a bit of a cathartic experience for us, and we hope you’ve had the same experience while reading them. This article, Solutions to Financial Challenges, is perhaps our most in-depth and involved article; […]

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The CPI Top Ten Broken Agency Processes: Part 3

Thank you for returning for part three of the CPI Top Ten Broken Agency Processes. The first installment focused on identifying the top five operational challenges agencies face, with the second installment focused on the top five financial challenges confronting agencies. Subsequently, the third and fourth installments will focus on practical solutions to addressing these […]

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The CPI Top Ten Broken Agency Processes: Part 2

Welcome back for our second installment in The CPI Top Ten! Our first article in this series covered the most common broken processes from an agency Operational perspective; today’s article will cover the five most commonly broken Financial processes within agencies. A slight heads-up! The content in the following Financial processes (numbers 6-10) is a […]

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Press Releases

CPI Presentation at Mirren CEO Summit

Portland, OR, November 12, 2018 — Vanessa Vollum delivered a well-received presentation at the Mirren CEO Summit, on the power of curated business intelligence for advertising agencies, held in Chicago from Nov. 6-7.

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Taan Taps Vanessa Vollum Edwards for Keynote

Portland, OR, November 5, 2018 — Taan Worldwide, a global agency network, hired Vanessa Vollum, President of CPI., to deliver a keynote presentation at their annual Global Meeting in Las Vegas, held Oct. 31 through Nov. 3 in Las Vegas, NV.

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Vanessa Vollum Edwards Delivers Two Keynotes at Workology 6.0

Portland, OR, October 22, 2018 — Workamajig® once again called upon Vanessa Vollum Edwards to be a keynote speaker at their biennial Workology End-User Conference, held this year in San Diego, CA from October 14-17. Vanessa’s presentation about the evolution of Project Management, titled ‘PM Evolved: The Journey from Traffic to Ops’, highlighted the importance […]

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BPD Engages CPI for a Workamajig Performance Audit

Portland, OR, September 7, 2018 — Boca Raton, FL-based BPD has hired Creative Performance Inc. (CPI), a national leader in financial and operational consulting for the marketing services industry, to perform a remote Workamajig Performance Audit. CPI will work closely with the BPD team to understand their current processes, team responsibilities, media and accounting processes, […]

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