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Argonaut Engages CPI | WorkBook Deployment
Portland, OR, September 9, 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.
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About: CPI
Creative Performance Inc. (CPI) is a marketing operations consultancy for the marketing services industry (both Agency + In-House). We specialize in improving our client’s Organizational Agility and Operational Resilience, through a seamless integration of industry best practices, mar-tech and business intelligence. CPI is an AgencyStory®, Deltek®, Oracle Agile and Workamajig® partner.
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.