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[creative workflow management blog]

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Here at Function Point, we are constantly working with creative firms, advertising agencies and digital agencies to better define internal processes and workflow using our software. In doing this, we have come up with 6 personas that interact within the typical creative agency. Assisting these people work more efficiently and effectively together will help the agency become much more profitable. 

hand shake business team successful creative agency owners

The 6 Personas:

  1. New Business
  2. Creative
  3. Client Services
  4. Traffic Manager
  5. Accountant
  6. Owners


Job Description 

The Ad Agency Principal (owner) or Senior Management is responsible for the success of the entire agency. Often (in a small agency) owners are involved in Creative or Account Executive roles, but the key to the position is in making key strategic business decisions based on information and data presented.

A Typical Day

  • Overseeing all the work going on in the agency
  • Meeting with clients
  • Analyzing agency profitability and developing future looking strategy.

A Typical Interaction with fp.

  • fp. is used to pull management reports to help with decision making
    • Profit analysis
    • Timesheet analysis
    • Agency and employee efficiency
    • Cash-flow and revenue projections
    • Resource allocation and availability

A Perfect Day

  • Clients are happy, employees are busy and efficient, and tasks and jobs for every client are on or ahead of schedule and on budget.

Top of Mind Issues

  • Making clients happy
  • Ensuring that employee efficiency is maximized across the organization
  • Ensuring that workflow is efficient and the right stuff is getting done
  • Being able to have an overall view of what the agency is up to and how it’s doing financially… with a simple click of a button.

fp. is your boutique agency management partner.


This is entry #6 (of 6). If you have any comments or think we've missed something from your job description - let us know. We love working with our clients and prospects by helping with both the software requirements to make working together easier as well as developing effecient workflows - fp. is here to to help creatives run a profitable business!

Are you an agency owner looking for a better overview of your operations? Book a demo and see what Function Point can do for you.

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