ORGANIZING FOR MORE IMPACT CASE STUDY // SUCCESS STORY BACKGROUND A fast growing digital marketing agency had grown over the past 10 years from a small business with 5 employees to over 35 employees. The company’s goal was to continue to grow but in order to do that they needed to drive better cost and financial management by improving time and cost allocation, invoicing, identifying the most profitable clients, pricing of projects and service proposals, and cash flow management. SITUATION As the business grew they added new systems, at different times, to manage different business processes. They used a range of different systems to manage the following business processes: With multiple systems being used there was not a single integrated business management system to allow them to

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