How Fresh Egg unlocked Synergist's full potential

The problem

Not using what we already had

Fresh Egg first implemented Synergist in 2015 for its specialist understanding of how agencies work.

As the agency grew and matured, the formation of a new commercial operations group prompted a comprehensive internal review of their systems.

"There were various voices around the organisation saying we need X, Y, Z tools," Sarah laughs. "And we're like, we've got a tool! We need to see what else it can do. We know it can give us a lot more."

It was agreed that Synergist could do a lot more to improve agency-wide reporting.

"We didn't fully understand what all the existing reports were showing us, or what data was in there. And we realised that since we'd taken the system on, a lot of useful additional functionality had been added that we weren't yet using."

The solution

Expert review, streamlined reporting

Fresh Egg worked with a Synergist agency expert through a series of bi-weekly remote sessions to uncover what the agency wanted to achieve. What started as a reporting wish list soon grew into a consultative process, with ideas and approaches drawn from other leading agencies.

"It's a great exercise to stand back and hear about what's worked and what hasn't worked for other similar businesses."

The sessions consolidated reports that had grown unnecessarily fragmented. "In one of our recent sessions, we built a very useful big report, which actually includes about nine things that we thought would be separately reported."

Changing system settings, creating report views and data analytics reports, and replacing spreadsheets that had crept back into the business, the one-to-one support helped Fresh Egg streamline its critical reporting and get access to accurate, real-time management information.

A recent Synergist update gave the team the ability to build custom dashboards with the exact data they needed, updating in real time. "This update links perfectly time-wise for us to be able to share the value of what we've been working on with the wider team," Sarah adds.

The return

Clearer data, sharper decisions

With Synergist, Fresh Egg now has "a much wider array of profitability metrics at its disposal."

The impact reached beyond reporting alone. "Our project managers and account directors, responsible for managing time and budgets for clients, are now able to understand in a much richer way what actual delivery looks like versus estimates, they're getting much clearer reports on that now. Our heads of departments also have a much clearer understanding of capacity, where teams are spending their time, and how that impacts pipeline."

"Having somebody looking over what you've been doing and what you want to achieve, with knowledge of what else is happening in the market and making recommendations for improvement and efficiency, is undoubtedly a good thing."