300+ FTE, Full-Service Advertising Agency

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.

How We Helped

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


Today, their Marketing Operations discipline has dramatically improved their ability to deliver work on-time and on-budget. They have leveraged their technology and process investments to improve scoping, optimize project intake, increase project velocity and improve project profitability. Accounting, for the first time, has a unified view into all entities within the organization, dramatically improving decision making. Leadership has clear 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

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We help agency leadership achieve their goals.

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