The Ultimate Guide to Agency Project Management Software

Index

๐Ÿ…ย  Introduction to Agency Project Management Software

๐Ÿ…‘ย  What is 'Intelligent Creative Operations'?

๐Ÿ…’ย  Characteristics of Agency Project Management Software vendors

๐Ÿ…“ย  Checklist of Questions to Identify Specialist Vendors

๐Ÿ…”ย  Checklist of Features for Agency Management Software

๐Ÿ…•ย  Engage your remote team and optimize talent!

๐Ÿ…–ย  Getting your agency talent unstuck

๐Ÿ…—ย  Protecting your agency - client relationship

๐Ÿ…˜ย  Transforming agency task management

๐Ÿ…™ย  Improving ROI in Creative Operations

๐Ÿ…šย  The Top Agency Project Management Software vendorsย 

Supporting Assets

eBooks

Buyer's Guide for Agency Management Software

The State of Creative Operations Annual Report

Agency Operations Handbook

Resource Planning for High Performing Agencies

Blogs

Strengthen Client Relationships with Agency Management Software

How to use Workflow Software to Transform Agency Task Management

Using Automation to Improve ROI in Creative Operations

How to Use Agency Management Software to Power Intelligent Creative Operations

The Top 6 Agency Management Software Platforms of 2022

๐Ÿ…ย Introducing Agency Project Management Software

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๐Ÿ…‘ Intelligent creative operations

Creatives conceive, design, produce, and activate business solutions using AI and intelligent software.

Need to create more with less / Faster turnaround / Closer collaboration / Agile teams.

Smart workflows / Talent management / Partnership eco system / Scalable.

Intelligent-creative-operations

๐Ÿ…’ Characteristics of Agency Project Management Software solutions

Icon - Award - Red

Built by industry experts


Icon - Mouse - Green

Easy to Use

Icon - Eye - Orange

Advanced Project Reporting

Icon - Change - Purple

Flexible and Configurable

Built by industry experts

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Among other benefits, there are some key advantages of partnering with an agency specialist:

  • Specialist Funtionality
  • Change Agents
  • Agency Experts
  • Flexible

Easy to Use

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Advanced Project Reporting

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Flexible and Configurable

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Here are some features of a flexible agency project management software:

flexible-software-wide

๐Ÿ…“ Checklist of Questions to Identify Specialist Vendors

Pricing

How flexible are your rate cards?
(by client, by role, hour/days/weeks, deliverable unit pricing)

Can you assign discounts to projects?

How can you price & resource retainer projects vs ad hoc projects?

Our job number system is complex; how does this align with the project structure in your system to ensure the reporting we run makes sense for your financial way of working?

Intake

Can you integrate with a CRM? so that new business opportunities are automatically pulled into the system based on progression.

Projects

Can I switch out resources in a project but also decide to keep the charged-out rate the same i.e. I had a junior designer planned but given availabilities I need to assign a senior and vice versa.

New Business

Can you create pipeline projects to scenario plan pitch staffing plans & overlay staffing plans on top of already committed staff.

Budget Management

Is there a way to see budgeted costs vs resource planned costs vs actual timesheet costs in real-time so I can understand project health.

Reporting

Can I create reports with my project & resource data and schedule the report to be sent to certain groups at a set time?

60percent-green

of agencies say the biggest challenge when evaluating creative software is finding a tool that meets all requirements.

Read more

Snippet Creative Ops 2021

๐Ÿ…”ย Checklist of Features for Agency Project Management Software

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๐Ÿ…• Engage Your Remote Team and Optimize Talent!

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Agency-Software-Helps-Remote-Work
How-Agency-Project-Management-Software-Helps-Remote-Work
58percent-green

of agencies now have creative teams or creative staff in more than 3 locations.

Read more

Snippet Creative Ops 2021

๐Ÿ…– Getting your agency talent unstuck

In February 2022, Screendragon launched the Unstuck podcast series. Our host, Clive Sirkin, is a veteran in the marketing and agency world having held the positions of Chief Growth Officer at Kellogg Co, Chief Marketing Officer at Kimberly-Clark, and Managing Director at Leo Burnett.

Among the business leaders interviewed by Clive are a host of agency VIPs from the likes of Publicis, BBH, Kimberly-Clark, VLMY&R, and more. Tune in to the Unstuck podcast now and see how you can unleash talent at your agency!

Unstuck - Profile Photo

Listen Now

How to develop talent management principles

Project-Management-System

Project Management Software

Agency Project Management systems house a talent management system that holds staff profiles and integrates these profiles with a resource management capability. Resource managers can search the team database and see who has the necessary skills and availability.

Project-Management-Templates

Agency Project Management Templates

Build your agency 'ways of working' into a digital platform so that the learnings you have built-up on how best to run projects are not trapped in the heads of staff who may later
move on from the company.

"We need to strike a balance between the organizational need for greater efficiency and people's universal need for human connection"

Creative Operations Director, Digital Agency

Read more

Snippet Agency Operations Handbook

๐Ÿ…— Protecting Your Agency-Client Relationship

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"When we were in the office, we often saw our clients and partners face-to-face. When remote, it's even more important to communicate effectively"

Director of Operations, National Bank

Read more

Snippet Agency Operations Handbook

๐Ÿ…˜ Transforming agency task management

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๐Ÿ…™ Improving ROI in Creative Operations

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๐Ÿ…š The Top Agency Project Management Software vendorsย 

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