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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.

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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.

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OPPORTUNITY CREATION
Track briefs & proposals

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OPPORTUNITY MANAGEMENT
Manage & forecast opps

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QUOTE GENERATION
Input scope & costing

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CAPACITY PLANNING
With Resource scheduling

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MOBILE TIMESHEETS
Easy-to-use timesheets on mobile anytime, anywhere

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PROJECT MARGIN
Track margins and forecast revenue

PRECURSIVE IMPACT.

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Better alignment between sales activities and consultant teams

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Projects are pre-planned and client experience improved

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Teams make better decisions regarding external hires

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"Precursive helps us to manage projects globally using simple to use tools on the Salesforce Platform. Our PMO has visibility of all projects and we are seeing improved project timelines, finding efficiencies and reducing our costs in delivering projects."

CHRIS HOWARD

DIRECTOR OF FINANCE

TRY PRECURSIVE SOFTWARE NOW TO
FORECAST
. DELIVER. GROW.