IMPROVING PRODUCTIVITY AND MARGIN FOR AN INSIGHTS AGENCY

armstrong-craven-strapline-rgb.png__1160

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

PROFESSIONAL SERVICES

COMPANY SIZE

MID-MARKET

HEADQUARTERS

UNITED STATES

PRODUCT

CX RESEARCH & CONSULTANCY

EMPLOYEES

600

REDUCED

UTILIZATION

MARGIN

Duplication of effort

Balanced across teams

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.

The 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.

1

Better alignment between sales activities and consultant teams

2

Projects are pre-planned and client experience improved

PRECURSIVE

IMPACT

3

Teams make better decisions regarding external hires

CHRIS HOWARD

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"

TRY PRECURSIVE SOFTWARE NOW TO

MAKE EVERY CUSTOMER A SUCCESS STORY

BY SOLUTION

Laptop Tick.png
PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

Project Managment.png
PROJECT AND RESOURCE MANAGEMENT

Sync project management with resource planning

New way to Collaborate.png
CUSTOMER ONBOARDING

Improve onboarding experience to drive retention

SaaS & Computer Software

Optimize services delivery

Onboarding Manager

Organize work and collaborate with customers

IT & Professional Services

Mobilize people & projects

Professional Services

Manage workflows and optimize utilization

FinTech

Reduce time-to-value

Project Manager

Easily manage timelines and dependencies

Communications

Right first time project management

Resource Manager

Forecast demand and avoid capacity crunches 

Salesforce Admin

Extend the power of Salesforce