Streamline and automate key agency processes

Tangram managed Mahlab’s end-to-end ERP system implementation of Deltek WorkBook, replacing WorkflowMax and MYOB, plus the various spreadsheets they were using to manage projects and agency finance.

Mahlab Case Study

The Requirement

Mahlab is a content marketing and communications agency based in Sydney. When assessing and implementing a new ERP system, they had three core requirements:

  • Streamline and automate key agency processes
  • An end-to-end system including everything from quoting to invoicing to scheduling resources, combining operations and finance functions into one system.
  • Gain access to enhanced management reporting and insights to help drive the business forward

The Approach

  • Tangram mapped, designed and managed the end-to-end UNCLE™ implementation of Deltek WorkBook with Mahlab over three-months.
  • We ran a two-day MAPT™ business process mapping workshop with finance, management and department heads gaining an in-depth understanding of current processes and designing new processes that aligned to their desired business outcomes.
  • We designed and configured their Deltek WorkBook system to ensure that their specific reporting needs and business goals were met.
  • One-to-one finance training and support ensured the month end financial process was performed precisely and that accurate data could be extracted for critical management reports.

 

The Outcome

  • Streamlined processes and automated workflows are now embedded in the agency’s everyday way of working, resulting in reduced admin time.
  • Management and department heads have clear visibility across projects, allowing them to track, manage and influence job and client profitability.
  • The manual processes of amalgamating data from different systems has been replaced with one single source of truth and accurate reporting.

Scroll to Top

WANT TO TAKE A LOOK?

GET IN TOUCH HERE...

...OR, DROP US A LINE.

APAC


Helen Johnson 
helen@bytangram.com
+61 (0) 404 458 797


EU

Christian Arpe-Hansen
cah@bytangram.com
+45 (0) 787 462 73