Marcel Petitpas, co-founder of Parakeeto, joins us on the Cold Star Project to talk about what happens as you grow your agency and realize the deeper level of tracking you need.
You'll discover all the data you need to see critical agency KPIs are spread out between a bunch of different tools:
- Timesheets in a time tracking tool (Toggl or Harvest)
- Expenses, Payroll, OPEX in accounting (Quickbooks or Xero)
- Budgets & proposals in spreadsheets in google drive
- Resource plans in another tool or spreadsheet
- Sales pipeline in a CRM
- Project status reports in a PM tool
and more.
Trying to bring all this data together in a spreadsheet to calculate Utilization, Profitability, and do any level of forecasting for resources or finances will be a real administrative burden. And the existing tools in the marketplace to help you do so are both expensive and few and far between.
That's where Parakeeto is coming in. All this data needs to be turned into information you can use to make decisions. Not just a dashboard, but a tool you can calculate with after it collects the data. And most importantly, you need to become aware that this problem is going to happen to you as you scale.
Is it time to talk to the experts of scaling from 12 - 500 people at Cold Star? Book a call at www.coldstartech.com