Argonaut Engages CPI | WorkBook Deployment
Portland, OR, September 9th, 2019 — San Francisco, CA -based Argonaut has engaged Creative Performance Inc. (CPI), a national leader in financial and operational consulting for the marketing services industry, to assist in their transition from NetSuite to WorkBook by Deltek.
CPI will be working closely with Deltek’s Professional Services team, as they oversee the technical implementation of WorkBook; collaborating with Argonaut leadership to ensure their operational, financial and reporting goals are balanced with their Agency’s unique culture, capabilities and client expectations.
“We are excited to work with Argonaut,” states Vanessa Edwards, President of CPI. “During our engagement, we will be working with their CFO and Chief Creative Officer to adopt industry best practices, increase end-user adoption, decrease cultural resistance and minimize disruption to their day-to-day activities.”
WorkBook® is built specifically for agencies and in-house teams to boost productivity and revenue with superior project, resource and financial management features. WorkBook is a smart and intuitive, total agency management solution that streamlines an agency’s project and financial management processes – providing you with the insight you need to become more efficient, productive and profitable.
About: Vanessa Vollum Edwards
Hailing from Portland, OR, Vanessa graduated from university with a degree in Philosophy. An amateur helicopter and fixed wing pilot since age sixteen, she began her first career as a pilot for LifeFlight. Upon completing her MBA, Vanessa was recruited by a fellow classmate into becoming the CFO/COO for a digital agency experiencing rapid growth. The agency was acquired in 2010. Over the last decade, Vanessa has built a strategic consultancy focused on empowering agency principals, accelerating growth, increasing profitability and deploying agency management software. She is a founder of AgencyStory®, a patent pending curated analytics solution for the marketing services industry.
Creative Performance Inc. is a consultancy that specializes in agency operations for the marketing services industry (agency and in-house). Over the last decade, CPI has helped over a hundred agencies through complex organizational change, with an emphasis on increasing project throughput, project profitability, client profitability and agency profit. CPI is consulting partners with AgencyStory®, Deltek WorkBook®, Oracle® and Workamajig® – helping their clients successfully deploy, adopt and transform in a manner that drives lasting change.