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.

How We Helped

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


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.


"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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