Digital Agency Increased Employee Confidence
Client Profile
Social Media and Marketing Agency
Challenges
No tool to track time or client profitability. Lack of reporting capability limited awareness. Email flooded employee inboxes.
Advantage Solutions
Easy time entry and interactive dashboards allows real-time tracking. Various reports can be run by Account Managers, giving them ownership in results.
Outcome
Visibility provides confidence and ability to grow existing clients.
Full Service Agency No Longer in Fear of Audits
Client Profile
Full-service Agency; 119 users; three offices
Challenges
Accounting and client audits caused disruptions. Staff spent many hours gathering data to prepare. Some information was not stored. Changes to sales tax laws made it challenging to be compliant.
Advantage Solutions
Implement Advantage to centralize and automate all accounting, media and project management data. Use the Avalara integration for sales tax compliance.
Outcome
Centralized system made preparing for audits easier and less time-consuming. Internal reporting was streamlined. Sales tax compliance assured resulting in substantial risk mitigation.
Consumer Products Company Gains Ability to Organize Projects and Monitor Financial Status
Client Profile
In-House Communications, 100 users, Consumer Products
Challenges
Existing project scheduling system lacked flexibility. There was no way to monitor project actuals against estimated costs and hours. In addition, the existing system had no ability to organize projects or alert managers of past due tasks and deliverables.
Advantage Solutions
Advantage’s project schedule feature met the requirements for repetitive as well as unique jobs. The unique Quote vs Actual tool provided real-time insights to project financial status.
Outcome
Overall team efficiency was improved. Advantage’s project organization and monitoring capabilities streamlined processes. Integrated communication tools, project scheduling and resource management expedited production.
Major Global Hotel Chain Streamlines Team Workflow and Reporting Capabilities
Client Profile
In-House Agency, 400 users, International Hospitality
Challenges
Client had a manual and time consuming process. Reporting was the biggest challenge, with no efficient way to accurately gather data.
Advantage Solutions
Leverage Advantage to streamline the workflow. Created numerous self-service reports enabling team members real-time access to business intelligence.
Outcome
Substantial gains in employee efficiency. Real-time access to business intelligence supporting better visibility and control, and enhanced executive decision making. Self-service reporting capability streamlined their process.
Media Agency No Longer Leaves Money on the Table
Client Profile
Media Buying Agency, 49 users
Challenges
Disconnected media planning and accounting systems created the need for duplicated entries. This resulted in expensive billing errors from typos or missed entries.
Advantage Solutions
Leverage integrated media and accounting tools.
Outcome
With the integration of Media and Accounting, the risk of human error in billing was eliminated. Employee retention increased.
Healthcare Organization Centralized its Workflow, Automated Proofing and Refined Resource Management
Client Profile
In-House Agency, 43 users, Healthcare
Challenges
Multiple tools precipitated a lack of centralization in their workflow. Proofing and collaboration was difficult, as was resource management, with no tools for these processes.
Advantage Solutions
Use integrated Advantage tools to centralize and streamline the workflow and resource management. Implement Advantage Proofing to automate the approval process.
Outcome
They saw a dramatic increase in project management efficiency. Communication between team members was greatly improved. The proofing tool fostered a review and approval process.
