Agency Management Software

A decade ago, CPI set out to create a niche consultancy, dedicated solely to empowering the leadership teams of marketing services organizations.

Since those humble beginnings, we have helped over 100 organizations evaluate, select, deploy and train on technologies to improve performance, organizational agility and agency profit.  An effective technology is the backbone of a Marketing Operations discipline.

Why Oracle Agile PLM?

Agile’s PLM solutions drive the product innovation and introduction process in a variety of industries, including high-tech, life sciences, industrial manufacturing and consumer packaged goods. Agile’s solutions help customers make better product portfolio decisions, collaborate across design and supply chain partners, accelerate new product introduction and manage compliance. The combination of Agile and Oracle’s leading enterprise applications will create a best-in-class, integrated enterprise PLM solution.

Designed for larger organizations that are unable to leverage an integrated solution like Workamajig, resulting from their use of an enterprise accounting platform such as NetSuite, Microsoft Dynamics, SAP, Oracles PeopleSoft, etc.  How CPI helps marketing services organizations prepare for Agile PLM:

  • Current Process Audit
  • Roles & Responsibilities
  • Client, Campaign and Project Architecture
  • System Configuration
  • System Training and Documentation
  • Change Management Design & Rollout
  • Financial and Operational Reporting


'It was invaluable working with Vanessa, as she was honest and straightforward with our team. It's often challenging for principals to see what's in front of them. I'd highly recommend collaborating with CPI as they can help agencies focus on the right path to success."

Jennifer, Managing Director – Roundhouse


Contact CPI

We help agency leadership achieve their goals.

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