INDUSTRY | INSIGHTS Agency

SIZE | Medium

HQ | United States

PRODUCT | CX RESEARCH & CONSULTANCY

EMPLOYEES | 600

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.

 

MARGIN

UTILIZATION

REDUCED

OF PROJECTS

INCREASED

BALANCED

ACROSS TEAMS

DUPLICATION

OF EFFORT

CHRIS
HOWARD.
DIRECTOR OF FINANCE
C_SPACE

"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"

C_SPACE 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.

CRM SYSTEM

FINANCE SYSTEM

Dynamic view of capacity increased utilisation

PRECURSIVE IMPACT