Deltek Agency Management: Avoid the pitfalls of over servicing

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Your agency exists to be creative – you use your imagination and hope to come up with award-winning campaigns for your clients. However, you still need to have effective business processes in place to make money.

Marketing

1/20/20171 CONFIDENTIAL ©2014 Deltek, Inc. All Rights Reserved

Today’s Presenters
1/20/20172 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved
Jake Sussman
Regional Sales Manager
DeltekTrafficLIVE
Callum Broderick
Solution Consultant
DeltekTrafficLIVE

Key Take-Aways | What You’ll Learn
1/20/20173 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved
Over-Servicing can be costly
Over-servicing can be avoided
The right approach can help

DiscussionTopics
1/20/20174 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved

Over-Servicing | A Real Issue
1/20/20175 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved
…Are resigned to
accepting over-
servicing as ‘part of
what you have
to do to manage
profit and loss’
…agree that over-
servicing suggests
that their business
model is not
working correctly
More than
1 in 4
Source: Question & Retain Survey of 350 PR Firms | Image Credit: www.prmoment.com
Nearly
1 in 3

Over-Servicing | 4 Tips
1/20/20176 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved
Achieve a servicing
balance
Review your business
model
Enter all jobs with a clear
scope and Service Level
Agreement (SLA)
Track KPIs that can impact
your profit
TIP 4
TIP 1 TIP 3
TIP 2

1/20/20177 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved
TrafficLIVE
A Closer Look

Over-Servicing | Tip 1
1/20/20178 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved
Enter all jobs with a clear
scope and Service Level
Agreement (SLA)

Over-Servicing | Tip 2
1/20/20179 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved
Review your business
model

Over-Servicing | Tip 3
1/20/201710 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved
Achieve a servicing
balance

Over-Servicing | Tip 4
1/20/201711 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved
Track KPI’s that can
impact your profit

Over-Servicing | 4 Tips
1/20/201712 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved
Achieve a servicing
balance
Review your business
model
Enter all jobs with a clear
scope and Service Level
Agreement (SLA)
Track KPIs that can impact
your profit
TIP 4
TIP 1 TIP 3
TIP 2

TrafficLIVE | Avoid Over-Servicing
1/20/201713 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved
CRM & Pipeline Management
Budgeting/SOW
Timelines & Project Plans
Resource Management
Capacity Planning & Scheduling
TimeTracking &Task Management
Expense Management
Purchasing & Invoicing
Project & Financial Reporting
Document Management
Collaboration & Document Mark-up
Live Project Analytics

TrafficLIVE | Avoid Over-Servicing
1/20/201714 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved

1/20/201715 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
Some Of Our Clients…
1/20/201715 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
TrafficLIVE | Value for Agencies
"WithTrafficLIVE, my
time has been freed up
by almost 80%."
– Operations Director,
Wunderman
"TrafficLIVE gives us
instant visibility into
over-servicing."
– Director,
Fitch
"We identified chronic
over-servicing. 68 jobs
accounted for USD
1.9M."
– CFO,
Global 500 User DesignAgency

Over to you | Q&A
1/20/201716 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved
Questions?

Over-Servicing | Your Action Plan
1/20/201717 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved
Evaluate your service delivery
Consider the causes of over-servicing
Assess your tools & processes

Resources | Where to Learn More
1/20/201718 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved
Download our e-book
Check out our website
www.trafficlive.com Request a demo

1/20/201719 CONFIDENTIAL ©2014 Deltek, Inc. All Rights Reserved

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5. Over-Servicing | A Real Issue 1/20/20175 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved …Are resigned to accepting over- servicing as ‘part of what you have to do to manage profit and loss’ …agree that over- servicing suggests that their business model is not working correctly More than 1 in 4 Source: Question & Retain Survey of 350 PR Firms | Image Credit: www.prmoment.com Nearly 1 in 3

6. Over-Servicing | 4 Tips 1/20/20176 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved Achieve a servicing balance Review your business model Enter all jobs with a clear scope and Service Level Agreement (SLA) Track KPIs that can impact your profit TIP 4 TIP 1 TIP 3 TIP 2

12. Over-Servicing | 4 Tips 1/20/201712 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved Achieve a servicing balance Review your business model Enter all jobs with a clear scope and Service Level Agreement (SLA) Track KPIs that can impact your profit TIP 4 TIP 1 TIP 3 TIP 2

13. TrafficLIVE | Avoid Over-Servicing 1/20/201713 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved CRM & Pipeline Management Budgeting/SOW Timelines & Project Plans Resource Management Capacity Planning & Scheduling TimeTracking &Task Management Expense Management Purchasing & Invoicing Project & Financial Reporting Document Management Collaboration & Document Mark-up Live Project Analytics

15. 1/20/201715 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved Some Of Our Clients… 1/20/201715 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved TrafficLIVE | Value for Agencies "WithTrafficLIVE, my time has been freed up by almost 80%." – Operations Director, Wunderman "TrafficLIVE gives us instant visibility into over-servicing." – Director, Fitch "We identified chronic over-servicing. 68 jobs accounted for USD 1.9M." – CFO, Global 500 User DesignAgency

17. Over-Servicing | Your Action Plan 1/20/201717 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved Evaluate your service delivery Consider the causes of over-servicing Assess your tools & processes

Editor's Notes

Drew:
Drew:

Deltek Agency Management: Avoid the pitfalls of over servicing

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Editor's Notes