• CPI Training

    Workamajig® Training: Project Management

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Remote Team Training

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 eighty organizations evaluate, select, deploy and train on technologies to improve performance, organizational agility and agency profit.

CPI provides both remote and seminar-based training for organizations looking to engage us on a limited basis or to refresh their teams that were trained as part of our deployment or redeployments.

How We Help

Project Management is the backbone of the Workamajig technology; without properly trained Project Managers, it can be very difficult to use the Workamajig Platinum system in the most effective way. We focus our REMOTE Trainings in Project Management Best Practices, including Scheduling, Estimating, Budget to Actual Management, using Purchase Orders, understanding Billing and Revenue Recognition, and Resourcing.

Our training focuses on more than just the buttons to push; we weave in best practices for roles and responsibilities, ownership and accountability, key processes to implement both inside and outside of the Workamajig Platinum system, as well as the specific details of how to use the various Project Management features of the tool.

Participant Feedback

  • “Daily presentation was always energetic (and) teachers were knowledgeable.”
  • “I really liked and respected CPI's high level of energy and passion and how they broke things down simply and easily.”
  • “CPI understands Agency Management. Their Project Management training is more than just WMJ training, it also encompasses operations management and agency best practices.”
  • “Small setting is terrific for interaction, learning and remaining focused.”
  • “The teaching approach was very clear and concise. Presenters were knowledgeable and enthusiastic.”
  • “You guys rock! Clear and energizing teaching; I am truly inspired by your depth of knowledge and your communication skills. You make something that could be painful into something exciting and fun.”


"We found the training very helpful…Trainings are sometimes tough depending on skill level of the trainees and desired outcomes, but I can honestly say that was one of the best training sessions I've ever attended. You all make a great team and we really gained a ton of knowledge which we have already started sharing with the team and implementing.  The training sessions exceeded my expectations."

Joe, VP of Operations - The Archer Group

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Prepare for your agency's future

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