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.
CX RESEARCH & CONSULTANCY
Duplication of effort
Balanced across teams
Of projects increased
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.
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.
Better alignment between sales activities and consultant teams
Projects are pre-planned and client experience improved
Teams make better decisions regarding external hires
DIRECTOR OF FINANCE
"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"