Month: January 2026

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What High-Touch Implementation Really Looks Like

“High-touch implementation.”

Sounds impressive, doesn’t it?

But too often, it means a few templated emails, an onboarding portal, and a 90-minute kickoff call that ends with you thinking,

“Wait—aren’t we doing most of the work here?”

We’ve been there. That’s why we’ve built our onboarding model differently—specifically for agencies.

Because when your agency is growing, your implementation experience should support that momentum, not stall it.

High-Touch: Often Promised. Rarely Delivered.

Let’s decode what “high-touch” usually means:

  • A series of standing calls with vague agendas
  • An account manager who shows up at kickoff and disappears after week three
  • Long delays while “custom requirements” are routed to developers
  • A delivery team that asks you how your agency operates—because they’ve never worked with one before

In other words: high-touch in name, low-impact in practice.

So What Does Real High-Touch Look Like?

It’s not about more meetings. It’s about meaningful involvement and tailored support that helps your agency go live faster—and smarter.

Here’s what we believe high-touch implementation really means:

1. A Delivery Team That Knows Agencies

You won’t spend time explaining what utilization means, how time tracking works, or why creative projects don’t follow rigid workflows. Our team speaks fluent agency—because we’ve worked with hundreds of them.

You’ll work with experts who know:

  • How to align financial workflows with delivery
  • How to handle multi-entity and multi-currency needs
  • What realistic reporting should look like for a fast-moving agency

2. A Strategic Plan from Day One

We don’t wing it. From kickoff, you get a clear project timeline, milestones, and deliverables.

Our onboarding follows an agile, structured model that typically looks like:

  • Week 1–2: Discovery & planning
  • Week 3–6: Configuration & integrations
  • Week 7–10: Testing & training
  • Week 11–12: Go-live & post-launch support

It’s fast, but it’s not rushed. It’s focused, but it flexes with your needs.

3. Customization Without Complexity

You need systems that match your workflows—not the other way around. We bring pre-configured agency templates, but we also tailor them to how your agency operates.

Need a unique billing model or a custom approval flow? Done. No tickets. No multi-week delays.

4. People Who Stay Involved After You Go Live

Our definition of high-touch doesn’t end at launch.

We stay with you to ensure:

  • Your team actually adopts the system
  • Dashboards and reports are useful—not just there
  • Integrations work as expected
  • You’re set up for scale, not just survival

Support doesn’t drop off a cliff after the invoice is paid.

Why This Matters for Growing Agencies

Implementation isn’t just a tech process—it’s a critical moment for finance and ops leaders.

Get it right, and you accelerate:

  • Billing
  • Forecasting
  • Client profitability tracking
  • Strategic decision-making

Get it wrong, and you’re back in the spreadsheet jungle, trying to stitch together systems that never worked well to begin with.

We Don’t Do “Set It and Forget It”

Some platforms get you live, hand you the keys, and vanish.

We don’t.

We stay close because growing agencies need more than software—they need a partner who can keep up with their pace, adapt with their business, and flag issues before they become problems.

If you’ve been burned by “high-touch” before, we get it. Let’s do it right this time.

See how we implement fast, stay engaged, and support your agency from onboarding to scale.

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Growth Without Chaos: Scaling Agencies Need This Kind of Support

In the agency world, growth is the goal. Bigger clients. More projects. New regions.

But let’s be honest—growth doesn’t always feel like a win from the inside.

It feels like:

  • “We need three new trackers just to manage this client.”
  • “Do we have enough people to staff this pitch?”
  • “Finance has no idea what’s been delivered—or billed.”

The systems that worked when you were 20 people can start to crack at 50, and completely fall apart at 100.

That’s not bad luck. It’s a sign your operations aren’t scaling with your agency.

Why Growth Turns into Chaos (If You’re Not Careful)

Scaling creates complexity—and complexity, if unmanaged, turns into chaos.

Here’s what usually happens:

  • More clients = more project variability
  • More people = more tools, workflows, and communication gaps
  • More revenue = more pressure on finance to track, bill, and forecast

And suddenly, leadership is stuck reacting instead of planning.

You’re growing, but you’re not in control.

What Scaling Agencies Actually Need

The answer isn’t more tools—it’s smarter systems and stronger support.

If you want to grow without chaos, you need:

1. A Financial Platform That Grows With You

You shouldn’t have to rebuild your tech stack every time you add a new client or region. A modern financial management platform should support:

  • Multi-entity and multi-currency operations
  • Complex billing models and scopes
  • Automated revenue recognition
  • Real-time margin visibility at the project, client, or portfolio level

Because scaling means more decisions—and they can’t wait on disconnected spreadsheets.

2. Integration with the Tools You Already Use

Growth usually comes with tool sprawl. You’re using Salesforce here, a PM tool there, Slack everywhere.

You need systems that connect, not compete.

Look for platforms that offer:

  • Pre-built integrations
  • Open APIs
  • Real-time data sync

That way, your workflows scale—not your manual effort.

3. Operational Visibility in Real Time

As teams grow and delivery gets more complex, you can’t rely on last month’s report to make this week’s decision.

You need:

  • Live dashboards
  • Rolling forecasts
  • Automated alerts for margin risks, overdue billing, or resourcing gaps

It’s not just about knowing what happened. It’s about knowing what’s happening now—and what’s coming next.

4. A Partner That Scales With You

Off-the-shelf tools won’t cut it when your business keeps evolving. You need a support model that offers:

  • A dedicated delivery and success team
  • Industry expertise specific to agencies
  • Guidance that evolves as your agency does

It’s not just about keeping the lights on. It’s about helping you see what’s around the corner.

Growth Is Only a Win If It’s Sustainable

We love growth stories—but the real win is growing without losing visibility, accuracy, or control.

If your systems are barely holding together now, they won’t survive the next wave of growth. And duct tape only lasts so long.

The good news? You don’t need to overhaul your business to scale.

You just need the right support in the right places.

Ready to scale without the chaos?

See how our financial platform helps growing agencies stay in control—across clients, teams, and regions.

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The ERP Onboarding Experience You’ll Actually Enjoy

The ERP Onboarding Experience You’ll Actually Enjoy

Yes, we know how that sounds.

“ERP onboarding” and “enjoyment” don’t usually appear in the same sentence—unless there’s a punchline involved. For most agencies, ERP implementations fall somewhere between a root canal and assembling flat-pack furniture with missing instructions.

  • It takes too long
  • It costs too much
  • No one really knows what’s going on
  • And by go-live, everyone’s burned out

You probably have onboarding scars to prove it.

But we’re here to say: it doesn’t have to be that way.

The Problem with Traditional ERP Onboarding

Let’s review the usual suspects:

  • The endless scoping phase (“We just need one more workshop…”)
  • The army of consultants who bill by the hour and speak fluent jargon
  • The change management emails no one reads
  • The mysterious spreadsheet migration that takes two months and still doesn’t map right
  • The dreaded go-live day that feels more like a systems funeral than a celebration

This is what happens when you try to make a legacy platform fit a fast-moving agency. It’s like forcing a square peg into a moving target.

We do things differently.

How We Make ERP Onboarding Enjoyable (Yes, Really)

Our approach is simple: stop making onboarding harder than it needs to be.

Here’s how we do it:

1. We Don’t Start with a Blank Page

You’re not the first agency we’ve worked with. That means we’re not “workshopping” basic workflows you figured out years ago.

We bring:

  • Pre-configured templates for agency billing models
  • Dashboards and workflows that reflect how you work
  • Clear plans, not vague discovery decks

2. We Speak Fluent Agency (Not ERP-ese)

No jargon. No condescending training videos. No “synergized enablement.”

Just real conversations about how to get your data flowing, your team working, and your margins visible.

We meet your teams where they are—whether they live in project management tools, time trackers, or spreadsheets held together with hope.

3. Our Timeline Is Measured in Weeks—Not Quarters

We go live in 90 days or less. Because you have better things to do than wait half a year for your billing system to work.

And no, “go live” doesn’t mean “you’ll sort of be live but still need three more sprints.” We mean actually live—using the platform, sending invoices, pulling real reports.

4. Our Delivery Team Doesn’t Vanish

Some vendors hand you off to a “partner” and wish you luck. Ours walks with you from kick-off to go-live and beyond.

Need to adjust a workflow? Sync a new integration? Translate a finance goal into a dashboard? We’re on it. No ticket queues. No ghosting.

Still Skeptical? We Don’t Blame You

You’ve been promised “seamless onboarding” before. So have we. That’s why we built this platform—and this onboarding model—for the agency people who actually have to use it.

It’s fast. It’s clear. It works.

And you might just enjoy it enough to tell your friends. (Yes, even the ones in finance.)

Signs You’re Ready for an Enjoyable ERP Onboarding

  • You’re tired of duct-taping together spreadsheets and systems
  • You’re done with consultants who charge extra just to read your emails
  • You want your ops and finance teams to actually like the new system
  • You’d prefer onboarding that doesn’t feel like a never-ending group project

If that’s you—we should talk.

Ready for ERP onboarding that doesn’t require snacks, therapy, or a backup plan?

See how we get agencies live in 90 days—with fewer headaches, no jargon, and zero drama.

book a demo
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Zapier, Slack, Salesforce—How Accountability Plays Nice with the Tools You Already Use

Modern agencies aren’t short on software. From Slack to Salesforce, Monday to Harvest, your team likely has a well-stocked stack already.

The problem isn’t the tools—it’s what happens (or doesn’t) between them.

Disconnected workflows, lost context, manual data entry, late billing, and missed handoffs usually don’t happen inside a tool. They happen between them.

That’s where most systems fail.

And it’s where our platform stands apart.

The Myth of the All-in-One Platform

We’ve all seen the pitch: one platform to manage everything from project scope to payroll to ordering snacks for the kitchen.

Reality check: agencies need flexibility. You’ve chosen the best tools for CRM, messaging, time tracking, and delivery—because they’re purpose-built and your team actually likes using them.

You don’t need a new system that tries to take their place.

You need one that connects them.

Enter: Smart, Open Integration

Our financial management platform was built for agencies that already have a stack—and want to make it work better.

We don’t ask you to rip and replace. We meet you where you are.

With robust integrations and open APIs, we help you connect the tools you already use and automate the workflows you’ve been manually patching together.

Let’s break it down:

Slack: From Ping to Payment (Almost)

Slack is your agency’s heartbeat—fast, informal, and full of useful context.

We integrate with Slack so you can:

  • Send automated reminders to log time or review approvals
  • Notify finance when billing milestones are hit
  • Trigger alerts for over-budget projects, margin thresholds, or overdue invoices

Your team stays in their flow. Finance stays in the loop.

Salesforce: From Deal Closed to Project Live

CRM handoffs are a notorious black hole. But they don’t have to be.

With Salesforce integration:

  • Deals automatically generate scoped jobs with associated budgets and timelines
  • Forecasted revenue flows directly into your financial projections
  • Finance and delivery teams get visibility into what’s coming before the kickoff

No more scrambling when a project lands. Everyone’s ready.

Zapier: Because You Can’t Predict Everything

Sometimes your agency runs on less mainstream tools—or heavily customized workflows. Zapier gives you the flexibility to bridge gaps your way.

With our Zapier integration, you can:

  • Push invoice data to custom dashboards
  • Trigger task creation in PM tools when financial events occur
  • Automate time-saving tasks across dozens of apps

No code. No bottlenecks. No reinventing your tech stack.

Why This Matters for Finance and Ops Teams

This isn’t just about tech convenience—it’s about operational control.

When your systems talk to each other:

  • Billing becomes faster and more accurate
  • Margins can be monitored in real time
  • Resource allocation is driven by live data
  • Approvals and alerts happen without chasing anyone

Your finance and ops teams aren’t in the dark or lagging behind—they’re leading with live insight and automated workflows.

Integration Isn’t a Feature. It’s a Philosophy.

Our platform doesn’t bolt on a few connectors and call it a day. Integration is core to how we work.

That means:

  • Pre-built connectors for the tools agencies use most
  • Open APIs for custom workflows
  • Webhook support for real-time automation
  • Structured data that flows across systems without breaking

The result? Accountability across tools, teams, and timelines.

You already have great tools. Now make them work together.

See how our financial management platform connects Slack, Salesforce, Zapier, and more—so your agency runs faster, smarter, and with full accountability.

Book a demo