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
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
