deltek agency management: avoid the pitfalls of over servicing

05/01/20232

Today’s Presenters

CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved

Jake SussmanRegional Sales

ManagerDeltek TrafficLIVE

Callum BroderickSolution ConsultantDeltek TrafficLIVE

Key Take-Aways | What You’ll Learn

05/01/20233 CONFIDENTIAL © 2014 Deltek, Inc. All Rights Reserved

Over-Servicing can be costlyOver-servicing can be avoidedThe right approach can

help

Dis

cuss

ion

Topi

cs The Cost of Over-Servicing

What To Do Next

How to Manage Over-Servicing

Help from TrafficLIVE

Some Learning Tools To Use


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Over-Servicing | A Real Issue


…Are resigned to accepting over-

servicing as ‘part of what you

haveto 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

05/01/20236

Over-Servicing | 4 Tips


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


TrafficLIVE A Closer Look

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Over-Servicing | Tip 1




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Track KPI’s that can impact your profit

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Over-Servicing | 4 Tips






Track KPIs that can impact your profit

TIP 4

TIP 1 TIP 3

TIP 2

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TrafficLIVE | Avoid Over-Servicing


CRM & Pipeline ManagementBudgeting/SOW

Timelines & Project PlansResource Management

Capacity Planning & SchedulingTime Tracking & Task

Management

Expense ManagementPurchasing & Invoicing

Project & Financial ReportingDocument Management

Collaboration & Document Mark-up

Live Project Analytics

05/01/202314

TrafficLIVE | Avoid Over-Servicing



Some Of Our Clients…


TrafficLIVE | Value for Agencies

"With TrafficLIVE, 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 Design

Agency

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Over to you | Q&A


Questions?

05/01/202317

Over-Servicing | Your Action Plan


Evaluate your service deliveryConsider the causes of over-

servicingAssess your tools & processes

05/01/202318

Resources | Where to Learn More


Download our e-book

Check out our websitewww.trafficlive.com Request a demo

deltek agency management: avoid the pitfalls of over servicing

Marketing