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