Innovative Project Management Solutions Showcase

Optimize Your Agency’s Workflow

Looking to level up your agency’s project management game? Don’t miss the 4As Innovative Project Management Solutions Showcase. Learn about a variety of tools that can help you optimize your processes and deliver exceptional results. Deltek (PCI), Kantata, Workamajig, and others will showcase their groundbreaking solutions for optimizing agency operations.

Event Details:

• Date: January 15th, 2025
• Time: 1:00 PM – 3:00 PM ET
• Format: Virtual Event
• Sessions: Four vendor sessions, moderated by 4As members.

Agenda:

PCI: Transforming Agency Operations: How Deltek WorkBook Optimizes Efficiency and Profitability

Deltek WorkBook is a comprehensive ERP system built specifically for marketing and advertising agencies by industry veterans. This session we will discuss how WorkBook helps agencies streamline operations, from managing resources and projects to finance and collaboration—all within one powerful system. Learn how agencies use WorkBook to gain real-time visibility, reduce software complexity, and make strategic decisions with greater control and insight. Discover how WorkBook’s best practice solutions, honed from implementing thousands of agencies, can help you achieve growth and empower your teams, all while maintaining operational control and integration with other key systems.

Speaker: Drew Stein – Principle Business Consultant @ PCI
Moderator: Avigail Schlosser – Previous CFO @ OKRP

Kantata: Perception is Reality

Agencies constantly face the challenge of delighting clients while meeting revenue and profitability goals. Stand alone project management tools are incredibly helpful for teams that are looking to manage projects effectively. But addressing the complete services delivery lifecycle in one tool can close gaps across the entire value chain from time tracking to resource utilization and forecasting.

Real-time awareness of how your business and teams are performing throughout the lifecycle is a transformative advantage. However, if you lack insight into your clients’ perception of your performance, you are not fully informed. Join our session to learn how to level up your feedback process and use AI trending data to get improved project & portfolio health at scale.

Speaker: Brent Trimble – VP, Value Engineering Practice Lead @ Kantata
Moderator: Eric Roybal – VP Group Director, Project Management @ Walton Isaacson

Workamajig: Your Single Source of Truth

Discover the value of leveraging an integrated project management system as your single source of truth. Hear from Tyler at The Brandon Agency about the practical, real-life results of streamlining workflows and optimizing processes.

Speaker: Mike McGee – Strategic Business Management Consultant
Moderator: Tyler Easterling – President & COO @ The Brandon Agency