Pillars of Agency Success: Project Management

Want to supercharge your marketing agency's project management? Implementing effective project management strategies can streamline processes, reduce delays, and foster collaboration across teams. Keeping communication channels crystal clear ensures that everyone stays in the loop about project progress, changes, and potential roadblocks. Plus, with proper resource management and regular quality checks, your agency can make the most of its talent and time while exceeding client expectations.

But that's not all – with the right agency management system, Project and Resource Managers can create precise budgets, keep costs in check, and optimize resource allocation. This kind of software provides the visibility needed to prevent over-servicing and make strategic staffing decisions, which ultimately leads to more successful project outcomes. Ready to take your agency to the next level?

In this edition of Inside Agencies, we take a closer look at best practices to help you optimize project management processes at your agency. Here are some resources to help you get started, and read on for blogs, webinars, and podcasts on the same topic:

• [Guide] Unlocking the Power of Project Visibility: A Comprehensive Guide for Agency Success
• [On Demand Webinar] Proactive Project Management in WorkBook
• [Solutions] Project Management Software Solutions

Product Tip: Report Editor

Use the report editor to create a report layout exactly the way you want it:

1. Find the report you want to use as a template.
2. Click the menu and choose “Modify the selected layout.”
3. In the report editor, modify fields, labels, and colors. Use the menu on the left to insert new labels and the menu on the right to change existing items.
4. Click the menu at the top left, select Save, and rename the new layout. The next time you open the Report dropdown, you’ll be able to choose the new layout you’ve just created.

Read More on Agency Project Management

Looking for project management best practices and tips? Check out these blog posts:

• Project Management Best Practices for Creative Agencies - This blog covers common project management challenges, the?main responsibilities of an agency project manager, and a project management best practice checklist. Learn how effective project management can help streamline processes, reduce delays, and encourage collaboration.
• Resource Management Strategies for Global Agencies - Marketing agencies must efficiently manage resources to stay competitive. Global agencies face the unique challenge of balancing diverse teams across multiple time zones and cultures while ensuring seamless project execution.
• Harnessing the Dynamic Capabilities of Deltek WorkBook for Project Management Excellence - Explore how Deltek WorkBook’s dynamic capabilities can transform your agency’s project management approach, ensuring you remain agile, productive, and ready for any challenge.
• Agency Account Management Trends: What You Need to Know - Agency account managers need to develop a wide range of skills across multiple channels, build closer relationships with clients, think strategically, and, most importantly, deliver measurable results.
• [Deltek Blog]The Agency Roadmap: Three Project Management Killers - Know how to address or avoid the most common agency project management killers, and your agency PMs will be profit-optimizing superstars.

Want to learn more? Here are some upcoming and on-demand webinars:

• [10/30] 4A's Innovative Project Management Solutions Showcase - Looking to level up your agency’s project management game? Don’t miss the 4A’s Innovative Project Management Solutions Showcase. Learn about a variety of tools that can help you optimize your processes and deliver exceptional results.
• [On Demand] Empower your production staff to quickly and effectively manage tasks and time - Learn how to assign, track, and prioritize tasks effortlessly and explore tips and tricks for streamlining your team's workflow.
• [On Demand] Managing Work Volume by Leveraging Automation & Real-Time Data - Discover how Deltek WorkBook's functionality can streamline and automate processes with job templates, estimate templates, dashboards, and effortless data replication features.

Where to Find Us

We’d love to talk with you in person about how PCI can best help support your business’s needs! Find us at one of these upcoming events:

• [11/12-11/14] - Deltek ProjectCon, National Harbor, MD

Highlights of recent articles, blogs, podcasts, and other news items with tips to help you improve your project management:

• [Social Media Examiner] How to Create Clear Client Communication Systems
• [Campaign US] Tech company creative fails underline value of agency perspectives
• [Build a Better Agency podcast] Collaborating with clients in our systems and processes with Xenia Muntean
• [2 Bobs podcast] Turning Your Delivery Team Into a Sales Team

MAC Says

We’d love to hear from you! Connect with us:

• Contact us to request a demo or talk about how PCI can support your agency
• Follow us on LinkedIn, Facebook, and Instagram

What content are you interested in reading more of? Let us know in the comments below ??