logo
  • How we help
    • Growth strategy
    • Financial management
    • Synergist software
    • Synergist implementation
    • Synergist support
  • Clients
  • About
  • Insights
    • Agency insights
    • Using Synergist
    • Timesheet Incentive
  • Contact

Helping drive financial understanding and commercial insight

The Agency Works helped me simplify our performance levers and provide simple reports to the team to help drive efficiencies and profitability.

Ed Hudson is the managing director at Create Health, a leading healthcare marketing agency based in Bristol. Fascinated by the opportunities presented by new healthcare technologies, treatments and methods of care, the Create Health team share a passion to progress the world of health.

Ed says, “Like all agencies, we sell expertise and time. Maximising profit comes from how efficiently we use our team’s time and how effectively we manage projects. With plans to scale, we knew these two things would be fundamental to our success.”

“We didn’t have an automated system to collect the right data or insight to drive profitability”.

Our first step was to implement Synergist agency management system for Create Health. Ed says, “We knew right away we needed a robust agency management system to help manage our resource and projects effectively and provide insight to help improve performance.”

“Having The Agency Works implement it all for us was really helpful. They made sure we had the basics in place – the right data and solid processes – to underpin our goals. They helped us set up the system to work with our existing agency processes, like how we run our projects and contracts, so we didn’t need to change how we did the things that were working for us,” says Ed.

“Straightaway we were managing projects, clients and resources more efficiently. It also provided our account managers with more commercial data. However, they didn’t fully understand which reports to run for the most useful insight or sometimes what the reports were truly telling them. We knew we had room to improve.”

Ed HudsonManaging DirectorCreate Health

Now we have the right data and a true understanding of how to interpret the reports, which means we can optimise performance across the business.

The Agency Works helped the team input, track and report on the right data, and with training to analyse and interpret the information, they now understand what the reports are showing them, why things are happening and how to optimise performance across the business.

“Having Jay and the team share their knowledge with our team has been invaluable – even more so because they’re the agency management experts. Working with hundreds of agencies, they’re in the unique position of being in constant contact with senior agency teams. It gives them deep insight and understanding of what works, where to find flaws and which of the levers to pull to put things right – whether that be recovery, utilisation and/or capacity. They understand how agencies really run and make money. For us, being able to benefit from that industry knowledge has been game-changing,” says Ed.

The Agency Works has shone a light on our commercial data helping us optimise performance and drive profitability.

“Because Jay and the team applied their expertise to our systems, processes, operations and financials, we’ve felt the impact across the entire business. We’re working more efficiently in every department. We spend less time on admin and processes because the system is working properly, and we know how to make it work for us.”

Ed says, “We’re optimising projects better as we’ve simplified the performance levers, giving the client servicing team better metrics and reporting to drive efficiencies. They’re now more commercially focused and making decisions which drive profitability.“

“Ultimately, thanks to The Agency Works, everyone now has the data and commercial insight to optimise performance and drive profitability across the business.”

Talk to us about how we can help your team operate more commercially and your agency become more profitable.

Get in touch

More Success Stories

From manual reporting to automated insight and faster business-critical decisions

scarlettabbott

From zero commercial strategy to achieving ambitious growth targets in year one

Inspired Thinking Group (ITG)

From labour-intensive financial reporting to real-time performance insight

Candyspace

From financial reporting to performance insight and commercial guidance

Butterfly

From limited visibility to having a finger on the (right) pulse

Something Big

Shifting from organic growth to confidently planning for the future

Six

Ambitious PR team

From unfit finance processes and systems to confidently managing growth

The Ambitious Consultancy

From minimum insight to maximum profitability

The Pull Agency

01455 553246
[email protected]

37b The Barn
Station Road
Lutterworth
Leicestershire LE17 4AP

What we do

We’re the UK’s leading agency management consultancy. We’ve helped hundreds of top-performing agencies put the strategy, processes and reporting in place to build a more scalable, sustainable and profitable business.

Explore
  • About
  • Consultancy Service
  • Synergist Software
  • Synergist Training
  • Success stories
  • Get in Touch
Get agency insights
  • This field is for validation purposes and should be left unchanged.

© The Agency Works 2021 All rights reserved | Company no. 08792441 | Privacy Policy | Cookie Policy

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsACCEPT
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT
The Agency Works
  • How we help
    • Growth strategy
    • Financial management
    • Synergist software
    • Synergist implementation
    • Synergist support
  • Clients
  • About
  • Insights
    • Agency insights
    • Using Synergist
    • Timesheet Incentive
  • Contact

Subscribe via email

  • This field is for validation purposes and should be left unchanged.