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

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

2

Better alignment between sales activities and consultant teams

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