Replace Multiple Legacy Systems with One Centralized ERP Solution
The Kinetic Agency is an integrated creative agency with a focus on FMCG brands. They recognized that they needed one central ERP solution to replace multiple legacy systems.
The Requirement
- The agency’s core system requirements were two-fold: for management to gain greater visibility across all aspects of their operations and to reduce admin time in this fast-paced business.
- The agency identified and selected Deltek WorkBook as their chosen system and engaged Tangram to lead the end-to-end project management and full finance implementation.
The Approach
- Tangram led the project utilizing our proven UNCLE™ implementation process. Working closely with key stakeholders, we gather data, map business requirements and design simple process workflows in tandem with building and configuring the system to deliver a fully tailored ERP solution.
- The implementation was supported with bespoke on-site and remote training, Q&A sessions and ongoing support for both the project management and finance teams.
The Outcome
- Two companies and 45 employees fully trained and using WorkBook from go live day 1.
- A self-sufficient agency with an internal group of super users equipped to drive ongoing system usage, maintain data and troubleshoot user issues.
“We really loved working with Tangram. They are great at what they do, and always made us feel like things were heading in the right direction from day one. The advice given was so insightful and considered and they felt like an extension of our own team. I can honestly say that the decision to engage Tangram in the onboarding of WorkBook was the best I’ve made.”
