50+ FTE, Full-Service Advertising Agency

In 2015, the agency adopted a new agency management system of record (ERP) to improve operational efficiencies, project throughput and gain access to metrics to drive decision-making. Since adoption, the agency faced a myriad of challenges related to Best Practices, roles + responsibilities, time tracking and a lack of clean financial + operational data to drive their metrics. The entire organization was dissatisfied and inoculated to the tool, and were looking to transition to a new platform.

How We Helped

  • Existing Technology Audit
  • Process + Workflow Audit
  • Roles + Responsibilities Audit
  • Software Redeployment Roadmap
  • Project Management Discipline Design
  • Workflow Design + Documentation
  • Technology Redeployment + Training
  • Project + Accounting Conversion
  • Revenue Recognition Process Design


Today, the agency has continued to enjoy a period of sustained growth, fueled by their investment in their Marketing Operations discipline. Project Management has improved their ability to deliver projects on-time and on-budget. Account Management has been empowered to focus on client relationships, strategy and cross-selling opportunities. They have leveraged their system to improve accuracy and efficiencies in estimating, budget-to-actual management, resourcing, load balancing and performance management. Leadership now has visibility into a myriad of financial and operational KPI’s to support strategic decision making.


"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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