Company A · Agency
A creative agency lifted margin by nine points
Live budgets showed which clients were worth keeping.
Agency40 people
+9 pts
margin in a year
-40%
status-update time
0
surprise overruns last quarter
The challenge
Margins were a surprise at project close, and capacity was planned in a spreadsheet nobody trusted.
The solution
The team moved projects, time and budgets into one workspace, set capacity per person, and gave clients a portal.
“We stopped guessing which clients were worth keeping.”