Case Study: CWA transforms reporting and processes with Synergist

CWA transforms reporting and boosts live data visibility with Synergist

CWA, a marketing agency, found they were not fully utilizing their Synergist project management system despite having it since 2011. They had become complacent and were missing out on live data and advanced functionality, which created reporting bottlenecks for the finance director.

By working with Synergist consultants to rediscover the platform's capabilities, CWA standardized processes and implemented live dashboards, billing plans, and non-chargeable time tracking. The solution from Synergist provided clear, live data visibility, allowing account handlers to monitor project progress and profitability in real time, which helped guide the agency's future strategy and improved efficiency.

CWA