40+ FTE, Full-Service Marketing Agency

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.

How We Helped

  • Existing Technology Audit
  • Process + Workflow Audit
  • Roles + Responsibilities Audit
  • Workflow Design
  • Technology Redeployment
  • Business Intelligence Deployment


Today the agency has enjoyed a period of rapid growth fueled by their investment in Marketing Operations. The redesign of their Project Management discipline has improved their ability to deliver projects on-time and on-budget. Account Management has been empowered to focus on client relationships and marketing strategy. They have leveraged Workamajig to improve scoping, optimize project intake, increase project velocity and improve project profitability. Leadership now has the ability to monitor account, employee and department 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.

  • This field is for validation purposes and should be left unchanged.