Congratulations on selecting Workamajig®! With so many Agency Management tools in the marketplace (integrated and non-integrated), selecting the right solution for your business was likely a monumental task. Unfortunately, selecting the right solution is only the first step. Many companies mistakenly believe that their organization will naturally conform to the functionality of the software. This simply isn’t true.
Implementing a system that is designed to improve efficiencies, throughput, profitability and actionable business insights requires a well designed and executed plan for large-scale organizational change.
FOOD FOR THOUGHT
In March of 2001, Phil Knight, CEO of Nike, announced a 33% drop in profit as a result of their failed enterprise resource planning (ERP) initiative. “I guess my immediate reaction is: this is what we got for our $400 million software investment?” (Phil Knight, Nike) Fortunately, it’s unlikely that your Workamajig® solution cost half a billion dollars! However, it is very likely that you’ve experienced some of the myriad challenges faced by companies in the midst of a major software deployment. Here are some sobering statistics:
- 5% of corporate software launches are considered a major success — McKinsey & Company
- 55-70% of projects do not meet their stated objectives — Meta Group
- 35-50% of major software deployments fail within a year — Gartner Group
How do you prepare your agency for the transition from your current systems and processes into this new technology without grinding everyone to a halt or impacting end-user adoption rates?
Our process begins by engaging the agency principals to better understand the core purpose of their organization, learn what makes them tick and find out what their vision (and hopes) for the future are. Then, at a tactical level, we engage key employees and find out what’s working and what’s not, identifying pain points and opportunities for improving processes within the system.
WHAT ARE THE CORE ELEMENTS OF A CPI WORKAMAJIG DEPLOYMENT?
- Agency Process Audit
- Capabilities + Solutions Audit
- Financial Audit
- Proposals, Contracts + SOWs Audit
- Client + Campaign Architecture Best Practices
- Billing Matrix Best Practices + Setup
- System Setup + Security Groups Best Practices
- Chart of Accounts Best Practices
- Project Workflow + Architecture Best Practices
- Scoping + Estimating Best Practices
- Billing + Revenue Recognition Best Practices
- Work in Progress Best Practices
- Reporting Best Practices
- Workamajig Best Practices Training
- Workamajig Technical Manual Documentation
1. Ensuring Stakeholder Buy-In
Stakeholder perspectives must be addressed in order for any engagement to achieve stated business objectives. Stakeholders often have diametrically opposing views…making it extremely challenging to reconcile their varied perspectives and agendas. Uniform levels of stakeholder buy-in are foundational to all CPI engagements.
2. Increasing Utilization Rates
Utilizations reflect the percentage of time an employee spends doing billable work vs. non-billable work. Increasing utilizations focuses on streamlining processes and handoffs throughout the agency, resulting in an increase in the amount of work that can flow through the agency, without having to invest in additional resources.
3. Increasing Realization Rates
Many agencies have very high utilizations, however are unable to bill their clients for a large portion of their employees’ billable time. Increasing realizations, as opposed to utilizations, is about focusing on capturing the work you are already doing for your clients that is not getting billed. Addressing this gap is the single fastest way to improve bottom line profit.
4. Increasing End-User Adoption
Typically, staff feels uncomfortable with the idea of having to change their routines and adjust to an unfamiliar application. Implementing an integrated project management software solution (or rolling out new policies and workflows) is no exception to this rule. Effective change management is integral to answering the “What’s in it for me?” question.
5. Decreasing Time-to-Value
Time-to-value is among the most important criterion companies seek today when investing in new platforms. Unfortunately, the paradox of needing to quickly demonstrate ROI is often at odds with the reality of diminished resources to achieve those goals. CPI will use our knowledge to craft the fastest and most effective engagement to quickly demonstrate ROI.
We’ve designed, tested and perfected a robust and proven system that balances People, Process and Technology – in a manner that is non-invasive, protects creativity and primes your culture for acceptance.