Deltek Agency Management: Avoid the pitfalls of over servicing
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The document discusses the issue of over-servicing in businesses and provides strategies to avoid it, emphasizing the importance of a clear scope and service level agreement. It highlights the role of effective management tools and processes to track performance and assess service delivery. Key takeaways include evaluating business models and achieving a balance in service provision to enhance profitability.
Deltek Agency Management: Avoid the pitfalls of over servicing
- 1. 1/20/20171 CONFIDENTIAL ©2014 Deltek, Inc. All Rights Reserved
- 2. Today’s Presenters 1/20/20172 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved Jake Sussman Regional Sales Manager DeltekTrafficLIVE Callum Broderick Solution Consultant DeltekTrafficLIVE
- 3. 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
- 4. DiscussionTopics 1/20/20174 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved
- 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
- 7. 1/20/20177 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved TrafficLIVE A Closer Look
- 8. 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)
- 9. Over-Servicing | Tip 2 1/20/20179 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved Review your business model
- 10. Over-Servicing | Tip 3 1/20/201710 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved Achieve a servicing balance
- 11. Over-Servicing | Tip 4 1/20/201711 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved Track KPI’s that can impact your profit
- 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
- 14. TrafficLIVE | Avoid Over-Servicing 1/20/201714 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved
- 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
- 16. Over to you | Q&A 1/20/201716 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved Questions?
- 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
- 18. 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
- 19. 1/20/201719 CONFIDENTIAL ©2014 Deltek, Inc. All Rights Reserved