How Three Marketing Agencies Achieved Operational Excellence

January 31, 2024

In the fast-paced world of marketing and advertising, agencies need to be on top of their game when it comes to project management. Efficient workflows are crucial when managing multiple clients, campaigns, and teams. In this blog, we explore how three different marketing agencies – OH Partners, TMW UNLIMITED, and George P. Johnson – have leveraged Deltek WorkBook to streamline their project management processes, improve efficiency, and achieve better results for their clients.

Improving Agency Project Visibility and Efficiency

OH Partners, a fast-growing marketing agency, was looking to increase visibility for leadership, simplify media billing, streamline resources, automate manual processes, and improve cash flow and media buying efficiency. They accomplished these goals by implementing Deltek WorkBook, a total agency management system that helped them achieve digital transformation, manage a distributed workforce, and build a foundation for business growth. Deltek WorkBook provided OH Partners leadership a consolidated view of resource utilization and project effectiveness, resulting in reduced time to close month end, 100% time compliance, improved scope forecasting and tracking, and advancements in resource allocation. 

Streamlining Tools into a Single Agency Management System

TMW UNLIMITED, a global integrated agency group, faced difficulties managing its projects due to a complex setup of disconnected project management tools. By implementing Deltek WorkBook, a single, consolidated platform, the agency streamlined its projects and impacted its bottom line. Deltek WorkBook gave TMW UNLIMITED end-to-end visibility and control of its projects, with all pricing information, schedules, and resource requirements stored in one place. The operations management software helped the agency improve communication and collaboration among different teams, share resources across global offices, and provide a seamless experience for employees and customers when they collaborate on projects. 

Managing a Global Agency Team

George P. Johnson (GPJ) and Project Worldwide have been using Deltek WorkBook, a cloud-based agency management solution, to standardize their project-based ERP solution. The system offers scheduling and quoting capabilities and the ease of creating purchase orders and client invoices. The growing global team has embraced the benefits of using an agency management solution and has shifted their focus towards delivering exceptional client experiences. Deltek WorkBook is also hosted in the cloud, allowing the GPJ team to work anytime from anywhere. The agency management system offers a more efficient way of working, standardizes processes, and enhances project visibility across all locations.

Transform Your Agency’s Operations

OH Partners, TMW UNLIMITED, and George P. Johnson are just a few examples of agencies that have successfully leveraged the power of Deltek WorkBook to transform their operations and achieve business growth. With its user-friendly interface and robust capabilities, Deltek WorkBook is a valuable asset for any agency looking to stay ahead of the competition. Its comprehensive suite of tools and features enables agencies to provide end-to-end project visibility, boost productivity, and streamline projects, people, and finance. Want to find out if Deltek WorkBook can help your agency? PCI’s agency industry experts would be happy to walk you through a demo – contact us today!

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