IMPROVING PRODUCTIVITY AND MARGIN FOR AN INSIGHTS AGENCY
The customer agency - C_Space is the leading customer collaboration agency that connects the world's best-known brands with the people they serve to create Customer Inspired Growth.
INDUSTRY.
COMPANY SIZE.
HEADQUARTERS.
PRODUCT.
EMPLOYEES.
PROFESSIONAL SERVICES
MID-MARKET
UNITED STATES
CX RESEARCH & CONSULTANCY
600
REDUCED
Duplication of effort
UTILIZATION
Balanced across teams
MARGIN
Of projects increased
THE CHALLENGE.
Financial and resourcing information sat in multiple spreadsheets, owned by various people; decision making was slow. Capacity planning was difficult with many resources and projects running at the same time, impacting staff turnover and client experience. Result: an over-reliance on freelancers which damaged margin.
OUR SOLUTION.
Precursive seamlessly integrated financial and resourcing data on Salesforce. The solution includes resource management and capacity planning with real-time project performance (including cost and margin). Reports on capacity, profitability, revenues and utilisation were followed up with mobile timesheets and expenses.
OPPORTUNITY CREATION
Track briefs & proposals
OPPORTUNITY MANAGEMENT
Manage & forecast opps
QUOTE GENERATION
Input scope & costing
CAPACITY PLANNING
With Resource scheduling
MOBILE TIMESHEETS
Easy-to-use timesheets on mobile anytime, anywhere
PROJECT MARGIN
Track margins and forecast revenue
PRECURSIVE IMPACT.
Better alignment between sales activities and consultant teams
Projects are pre-planned and client experience improved
Teams make better decisions regarding external hires
"The margin tracker's a great tool for us, it really drives change and gives team leaders the data they need. It was easy to drive adoption as the system is easy to use; as soon as people submitted a timesheet once, it's pretty straightforward"
CHRIS HOWARD
DIRECTOR OF FINANCE
IT & Professional Services
FinTech
Communications
Find out more about the people and company. You can learn more about what makes us tick.
We are passionate about changing the game for the world’s best services teams.
Our mission is to help you improve time-to-value and make every customer a success story.
WHY PRECURSIVE.
