From Chaos…to Creativity

Over the last six years, CPI has helped over a hundred agencies through the rigors of identifying, training, deploying or redeploying their integrated systems. If you are considering (or struggling with) adopting a tool like Advantage, Workamajig ® or WorkBook… we have provided a brief synopsis of the “critical success factors” that will either make or break your deployment.

Top 10 Takeaways: Agency Management Software Deployment

  1. Ensure principals/stakeholders are bought-in when tool is selected
  2. Don’t bite off more than your culture can chew; be realistic
  3. Establish a phased deployment plan; avoid resource overload
  4. Develop an “Implementation Team” to shadow consulting team
  5. Identify, cultivate and retain departmental “Champions”
  6. Absolutely ensure desired metrics drive/inform your system setup
  7. Use the deployment as an opportunity to adopt industry best practices
  8. Ensure agency workflows are compatible and aligned with your tool
  9. Invest in end-user training; train, train… and then retrain
  10. Build an internal “Center of Excellence” to ensure tool’s stickiness

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.  She is a founder of AgencyStory®, a patent pending curated analytics solution for the marketing services industry.

Contact CPI

We help agency leadership achieve their goals.

  • This field is for validation purposes and should be left unchanged.