Workamajig® Expert

Workamajig® is your resource for creative agency software, as well as business advice from well-known industry experts. Click below to view an article or more information about independent agency consultants.

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Please take note: The knowledge articles, expert consultants and other resources listed on these Expert pages are independent and are not related in any way, financially or otherwise, with Workamajig®. As such, we cannot warrant or accept any liability for their services, advice, actions, or performance.

Sunset Consulting Services for Ad Agency Management Consulting Services

Sunset Consulting Services

Providing the creative industry's best Ad Agency software and the best Project Management software is only part of our job.

Ensuring that our creative clients become successful through practical and proven business advice with top notch consultants to assist with the set up and running of our software, is part of the wrap-around service that Creative Manager, Inc. provides to its clients. That's why we say 'Ad Agency software and Project Management software is only part of the story.'

Sunset Consulting Services has been helping clients successfully implement the industry's leading Agency Management software and Project Management software since 1997.

Sunset Consulting Services is a full-service consulting and training company specializing in advertising, design shops, and job/project-based businesses across the United States and Canada.

From 1997, Sunset Consulting Services began by providing consultation and needs analysis services to help agencies select job/project-based accounting and management software packages to suit their specific needs. They provide complete installation, setup, and training on project management software like Creative Manager Pro, Creative Project Manager, Clients and Profits, JobOrder and others. In addition, they provide continued support for technical and accounting needs.

To assist their clients, they've grown their services to include solutions for increasing revenue, lowering overhead, and maximizing staff utilization. According to the President, Danni Sandroni Smith, "We can even assist in getting your accounting back on track if you have lost your grasp."

Sunset Consulting has provided services to over 250 agencies and design shops since 1997 in both the Macintosh and Windows environments. The company has enjoyed great success, and looks forward to continued growth in future.

Get in touch
Sunset Consulting Services Inc
2201 East Annapolis Drive
Deltona Fl 32725
386.532.1224

For more information on Sunset Consulting Services, click on this link.


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CSB Consulting - Specializing in the Advertising/Marketing/Creative Industry

CSB Consulting - Specializing in the Advertising/Marketing/Creative industry

As we continue to provide the creative and design industry's best Project Management software and the best Ad Agency Management software, we recognize that is only part of our job of the Creative Manager Pro staff.

Ensuring that our creative clients become successful through practical and proven business advice with top notch consultants to assist with the set up and running of our software, is part of the wrap-around service that Creative Manager, Inc. provides to its clients.

Below is a description of the services provided by the CSB Consulting in their own words. An Arizona-based firm, they have focused on the needs of creative firms for almost twenty years.

CSB Consulting

CSB Consulting is a full service consulting firm specializing in the Advertising/Marketing/Creative business industry. We have helped hundreds of agencies just like yours develop processes and streamline procedures making their agency run more smoothly and more profitably. We want our clients to not just survive, but to find a better, more profitable way of doing business.

We are certified consultants/trainers for Creative Manager Pro, and we can help you get the most out of your investment. Whether you are brand new to a workflow system and need help getting started, or you're a seasoned veteran and just need a check up, you will get the individualized attention you need and deserve.

Connie Burtcheard is our Creative Manager Pro Specialist and has experience in all aspects of the Advertising Industry, as well as Agency Software Development. Her resume' includes over 20 years of Advertising Agency experience - including owning a full service agency in Houston, managing software development for agency systems, and since founding CSB Consulting, has provided consulting services for over 200 agencies across North America.

Additionally, she has a Masters of Business Administration degree (MBA) with an emphasis in Accounting/Finance along with extensive experience in Media, Account Service, Public Relations, Copywriting, and Accounting for a Fortune 500 Company. Our clients really appreciate our diverse experience and the ability to understand your day to day challenges. Book Smarts AND Street Smarts, that is what we call a true resource!

To find out more about CSB Consulting and our credentials, visit our website.

While at our Web site, see all of the services we can provide to your agency. These include:

  • Agency Software Needs Analysis - Want to know what each package really offersSand what they really don't? We may not be Consumer Reports, but we've been around the block a couple of times.
  • Agency Management Process & Procedure Development - We analyze how your agency does business and help streamline the workflow and eliminate duplication of effort.
  • Media/Accounting System Interface Training and Troubleshooting - Can't get Media and Accounting to get along? We can help.
  • Media Buying Software Needs Analysis - Looking for the best reach curves? We can help.
  • Can't get the books to balance? Connie can...and she has a really neat calculator too!

Get in touch
CSB Consulting
9936 W. Tonopah Drive
Peoria, AZ 85382
Phone: 623.825.3827
Fax: 623.321.1987

To find out the specifics of how CSB Consulting can benefit your shop, click on this link.


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Brooks Consulting Group for Full-Service Business Consulting

Brooks Consulting Groop- for full service business consulting

Brooks Consulting Group

Brooks Consulting Group (BCG) provides consulting to advertising agencies, in-house marketing departments and design studios in the areas of operations management and project software systems.

We have expertise in all aspects of the creative industry including general management, operations, accounting, creative, production, traffic and media. BCG brings our clients a unique perspective from companies across the nation.

We've helped many companies setup or reorganize its internal daily processes and procedures to improve efficiency and productivity in the areas of operations, workflow, administration, accounting and file management.

As a full-time agency operations management and software consultants, we see hundreds of companies all around the country. Therefore, we're able to provide information on what works and what doesn't with all our clients.

Since 1998, BCG has offered consulting specifically targeted for the creative industry. The company was founded by senior consultant, Stephen Brooks, after he'd spent over 15 years in the agency business, including three years in ownership and general management.

Our services include:

  • Agency Management Software Consulting
  • Needs Analysis and Planning
  • Operations Management Consulting
  • Software Demos
  • CMP Database Setup and Configuration
  • CMP Software Training

Get in touch
Brooks Consulting Group, Inc.
4830 Kiawah Court
Cumming, GA 30040
Phone: 888-592-6355

To find out the specifics of how Brooks Consulting Group can benefit your shop, click on this link.


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ReCourses, Inc.

David C. Baker of ReCourses, Inc.

David C. Baker is the leading management consultant for the creative services field (advertising, design, public relations, and interactive).

Through ReCourses, Inc., he has guided hundreds of firms through management issues, difficult transitions, and growth. He has written for nearly every publication and spoken for nearly every conference in the industry, and conducts a dozen yearly seminars on specific management topics.

David's work on management topics is unusual, thoughtful, and frequently contrarian, but it stems from working in the trenches and looking at what really works. He provides objective, expert advice on best practices, either for existing problems or to plan against future ones. You may already know what he points out, but he will put the pieces into context, save you from experimenting, and bring solutions that may not have occurred to you yet.

David will gently pull you out of the marinade of indecision and warm up the grill.

Get in touch:
Name: David Baker
ReCourses, Inc.
6101 Stillmeadow Dr.
Nashville, TN 37211
Phone: 615.831.2277

For more information on ReCourses, Inc.,click on this link.


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Software Downunder - an Australian-Based Consultancy

SOFTWARE DOWNUNDER - An Australian-based consultancy

As we continue to provide the creative and design industry's best Project Management software and the best Ad Agency Management software, we recognize that is only part of our job of the Creative Manager Pro staff.

Ensuring that our creative clients become successful through practical and proven business advice with top notch consultants to assist with the set up and running of our software, is part of the wrap-around service that Creative Manager, Inc. provides to its clients.

Below is a description of the services provided by the Software Downunder, an Australian-based consultancy which has focused on the needs of creative firms since 1990.

Software Downunder

Based in Queensland Australia, and headed by Rondelle Taylor, Software Downunder provides expertise in Financial Accounting and in the accounting side of Advertising Agencies and Design firms for the last 12 years.

Ms. Taylor explains further, "I have been involved in the setting up of Agencies and the implementation of software systems including training of staff. I am available to work with agencies/design firms with various problems that may arise and discuss how they can get the best out of Creative Manager to help their company grow and be successful."

Training can be done locally or via regular online sessions. Covering the New Zealand and Australian areas.

Services Available

  • Needs analysis and planning
  • Software installation, setup and configuration
  • Business process and systems development
  • Creative Manager Pro training - beginners
  • Creative Manager Pro training - for system managers
  • Creative Manager Pro training - for production/traffic
  • Creative Manager Pro training - for media
  • Creative Manager Pro training - for accounting/management
  • Troubleshooting - accounting

Get in touch:
Name: Rondelle Taylor
Software Downunder
Based in Queensland Australia.
Suite 345
80 The Pines Shopping Centre
Elanora QLD 4221
Mobile: +61 449 169 411
Phone: +61 449 169 411
Email:

For more information on the Software Downunder, click on this link.


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Shel Perkins & Associates to Improve Performance and Successfully Navigate Change

Shel Perkins & Associates to improve performance and successfully navigate change

Providing the creative industry's best Ad Agency software and the best Project Management software is only part of our job.

Ensuring that our creative clients become successful through practical and proven business advice with top notch consultants to assist with the set up and running of our software, is part of the wrap-around service that Creative Manager, Inc. provides to its clients.

Below is a description of the services provided by Shel Perkins & Associates.

Shel Perkins & Associates

Shel Perkins is a designer and design manager who is active on the business side of professional practice. He has served as director of operations for MetaDesign San Francisco and as vice president of operations for Clement Mok.

Shel provides management consulting services to a range of creative firms in both traditional and new media. Shel has served on the national board of the Association of Professional Design Firms and as the president of AIGA San Francisco.

Shel has written and lectured on many topics related to design management and teaches Professional Practice at the California College of Arts and Crafts and the University of California. In 2002, Shel was honored as an AIGA Fellow "in recognition of significant personal and professional contributions to raising the standards of excellence within the design community."

Get in touch
Shel Perkins & Associates
P.O. Box 9128
Berkeley, California
94709-0128
510.845.0504 voice
510.845.4431 fax
email

For more information on ReCourses, Inc.,click on this link.


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Workamapro Consulting and Training

Workamapro-Consulting and Training

Workamajig Creative Management is proud of its organically-grown consultant partner. Lee Handley is the first Workamajig client-turned-consultant. Over the years, Lee has led his advertising agencies into profitability, with Workamajig Creative Management as the most important tool for those successes. We are happy he's decided to apply his executive leadership and proven strategic, financial, and operational principles to the Workamajig way.

Lee's company, Workamapro Inc. provides consulting, support and training services solely to companies using Workamajig Creative Management Software (formerly known as Creative Manager Pro). Lee specializes in innovating ways for companies to take inherently complex processes and simplify them using Workamajig. Lee explains it this way, At Workamapro, we understand and recommend learning The Workamajig Way. But we also understand that organizations come to Workamajig with effective values, processes and operations already in place. We believe that learning a new software system should not mean you have to let those go. We prefer to adapt and integrate successful and relevant practices that are already ingrained in the agency into Workamajig's flexible system.

Workamapro believes that the key to effective operations is assigning accountability, and clearly defining your team's roles so that they are easily understood. Workamajig provides an organization with the best opportunity to manage such a system. Recognizing that many agencies often feel they cannot slow down and devote the time it takes to learn and fully implement Workamajig's functionality, Workamapro works hand-in-hand with Workamajig to guide these agencies into the Workamajig Way seamlessly and without interruption of workflow.

Get in touch
Workamapro
300 North 21st Street
Suite 308
Birmingham, AL 35203
205.516.1102

For more information on Workamapro, click on this link.


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Minot Consulting, LLC - Finance and operations for the creative service industry- Boston, MA

Minot Consulting, LLC - Finance and operations for the creative service industry- Boston, MA

Minot Consulting offers a full range of financial and operational services to advertising agencies, design studios, publishing houses, PR firms, and in-house marketing departments. We provide solid financial and operational guidance, backed by expert reporting and evaluation.

Workamajig is a key part of this process. From estimate to invoice and all of the reporting along the way, we can facilitate your seamless transition onto Workamajig. We'll help you streamline systems, maximize efficiency, and keep you on track. Whether you're new to Workamajig or experienced users, we'll help you get the most out of the program.

We let creatives be creative - by allowing them to concentrate on what they do best. From system review and implementation to outsourced CFO, Minot provides a broad spectrum of services including:

Operations/Account:

  • Evaluation and implementation of agency management software systems
  • Development of workflow plans, staff profiles, evaluations and training
  • Implementation of best practices for production, traffic and media
  • Proposal and estimate guidelines to achieve profitability
  • Evaluation of client profitability, staff productivity, and industry comparative analysis
  • Existing network of Workamajig-trained accounting staff

Financial/Accounting:

  • Development of financial reporting process and procedures
  • Evaluation and training of accounting staff
  • Development and management of budgets/forecasts and financial plans
  • Reconciliation and evaluation of financial statements
  • Management of investments, cash flow, and banking relationships
  • Oversight of implemented systems and periodic reviews
  • Timely reporting and communication with owners and CPA to ensure tax objectives

With over 20 years of creative industry experience in finance, accounting and operations, founding partner Matt Broderick provides a unique understanding of both the creative and the numbers side of the business. Matt spent his first 10 years on the internal side, working as both an agency controller and operations manager in Boston. He's spent the last 10 years on the outside looking in, as a consultant to creative firms. Matt has a BA in Liberal Arts and Business from Providence College and an MBA in Finance and Entrepreneurial Studies from the Olin Graduate School of Business at Babson College.

Get in touch:
Name: Matt Broderick
Minot Consulting, LLC
Boston, MA
Phone: 781-741-2523
Email:

For more information on the Minot Consulting, LLC, click on this link.


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Creative Performance Inc

Creative Performance Inc - People + Process + Technology


Creative Performance is a consulting firm that specializes in helping Agencies thrive... We drive operational efficiencies across the breadth of your organization while maintaining your Agency's creativity.

We're former Agency owners, with deep and broad experience in finance, operations, sales, HR and entrepreneurship, who also happen to be Workamajig black belts. CPI specializes in the following:

  • Agency efficiency audits
  • Customized best-practices consulting:
  • Project management
  • Trafficking
  • CRM
  • Finance
  • Accounting
  • WMJ deployments
  • WMJ training
  • WMJ change management
  • WMJ best-practices documentation
  • Outsourced CFO, COO and Sales management

Focus on what you do the best, contact us for the rest.

Get in touch
Vanessa Edwards
Creative Performance Inc.
Portland, OR
866-578-8611
Email: info@creativelyperform.com

For more information on Creative Performance, click on this link.


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