Customer Resources | Case Studies and Helpful Content | Function Point
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Life Long Learning With Function Point

Everything from case studies to helpful tools

The Ultimate Marketing Plan Checklist

Use the marketing plan checklist to help your client draft a marketing plan, or use it to ensure their current marketing plan hits all the important marks.

Agency Project Management Checklist

Any hiccup in project management can seriously derail your creative team’s best efforts. Use the project management checklist to ensure projects stay on track.

Client Engagement Worksheet

It’s the personal gestures and excellent service that create repeat clients. Use the client engagement worksheet to map out how you’re going to keep clients impressed from pitch to project completion.

EBook: Why Resource Management Matters

Set the rhythm of your business by knowing what skills are needed and when. Be confident knowing what your team can achieve within a given timeframe. Prevent risks, bottlenecks, and missed deadlines before they happen.

What you’ll learn:
+ How to track tasks and stay on top of what everyone is working on
+ How to know who the right person is for each job and plan their time accordingly
+ Techniques to help you stay on time and on budget with your projects

EBook: How to Accurately Measure Time and Resources in Your Agency

If you’ve ever wondered whether a project was going to be profitable in the end, or if there was a way to deliver projects on time, every time, this EBook is for you.

What you’ll learn:
+ The importance of having clearly defined roles within your agency
+ Tips for streamlining your agency workflow and day-to-day processes
+ Techniques to help you stay on time and on budget with your projects
+ How to increase productivity and promote integration across departments

EBook: Buyer’s Guide to Project Management Software

We know you’re busy, and battling through your current state of chaos feels much more pressing than taking the time to research a project management system. The Buyer’s Guide makes it quick and easy for you to identify areas in your business that aren’t operating smoothly, so you can start streamlining your projects and forecasting more accurately.

What you’ll learn:
+ 5 signs your business is ready for a project management solution
+ 4 ways an all-in-one system can transform your business
+ 5 fundamental aspects to look for in a project management solution

EBook: Ready For An Agency Management Solution?

Inside this detailed, yet easy-to-understand guide, you’ll find information on estimating; methods for determining rates; best practices in creating retainer agreements; and suggestions for determining and implementing KPIs to track and report profitability.

What you’ll learn:
+ Whether or not you need an agency management solution
+ What to consider when looking for a software solution
+ How to adopt and get internal uptake on your chosen system
+ How to prepare for rolling out your system

EBook: Profitability Made Easy

Here at Function Point, we know the day-to-day challenges creative agencies are faced with. One of the trends we’ve noticed is the need to understand how to calculate true profitability, in a way that takes all factors into account.

What you’ll learn:
+ Helpful information on estimating
+ Methods for determining rates
+ Best practices in creating retainer agreements
+ How to determine and implement KPIs to track and report profitability

EBook: Using Project Management Software

Using a web-based project management software will help streamline your creative agency’s workflows, maximize profitability and deliver projects on time. It makes collaboration with clients, vendors, and staff easy by making real-time job and project information available.

What you’ll learn:
+ How each member can better contribute to your agency’s success
+ How to prioritize goals for each role in your creative agency
+ How an online project management software can benefit each person in your agency

Function Point Product Fact Sheet

Find out how project management software can make your agency more productive, as well as the benefits of choosing Function Point.

Agency Tools: Free Creative Brief Template

A good creative brief is the fuel that feeds the creative design team to develop innovative, amazing, mind-blowing, and awe-inspiring work. Download the template for free.

Customer Testimonials: A Centralized System, Minimizing Admin Work

Download our testimonial sheet to see why our customers love using Function Point to centralize their agency operations and minimize admin work.

Customer Testimonials: Determining Profitability

Download our testimonial sheet to see why our customers love using Function Point to get a better view of their financials and profitability.

Customer Testimonials: Improving Agency Workflows

Download our testimonial sheet to see why our customers love using Function Point to improve their agency workflows.

Case Study: Function Point Internal Marketing Team

Industry: Software
Size: 5 Employees & 4 Freelancers

The Function Point Marketing team are guardians of the brand and responsible for articulating the values and positioning of the product to the market. After seeing a significant increase in volume and complexity of internal requests, FP’s in-house agency needed to implement the Function Point tool to track requests, project progress, deadlines, and costs. See how Function Point uses Function Point.

The Masters 2.0 Webinar Series

This webinar series covers the most common topics for project and traffic managers, owners, accountants, AEs, and creatives.

The Masters Webinar Series

This webinar series covers the most commonly asked about topics from project and traffic managers, owners, accountants, AEs, and creatives.

FP Expert 2.0 Webinars

This webinar series covers the most commonly asked about topics in Function Point: system setup and general admin, invoicing, project and task management, CRM, accounting integration, and retainers.

FP Expert Webinars

This webinar series covers the most commonly asked about topics in Function Point: CRM, project and task management, CRM, accounting integration, and retainers.

Go with the (Work)flow Webinar Series

Workflows are like waves; you gotta understand them before you can expect to stand on your board. This webinar series will take you through 4 radical workflows so you can ride any that come your way.

Case Study: Top Draw

Industry: Online Marketing & Digital Strategy
Size: 27 Employees

Function Point’s delivery of real-time visibility, in tandem with accuracy and efficiency, has been a major contributor to Top Draw’s ability to read a timely pulse on project health and workload capacity. The agency can now be confident that growth will be supported by Function Point’s fully integrated systems, giving Top Draw more time to service their clients.

Case Study: Parcel Design

Industry: Brand & Communication Strategy
Size: 15 Employees

Parcel Design has used Function Point as its project management system for seven years, and was utilizing most areas of the software. The company values the system’s ability to track entire projects—from contacts, estimates and purchase orders, through to invoices and reconciliation. Over the years, almost every process in the company has been improved and simplified by Function Point. However, Parcel questioned whether their staff was using the software in the best way possible.

Case Study: CREW

Industry: Marketing Strategy & Creative
Size: 26 Employees

Function Point provided a solution that now makes it possible for CREW to view real-time profitability at the project, client, and team levels, as well as forecast revenue. The reporting analytics give an instant snapshot of the state of projects, and help management answer questions immediately. Questions such as: Where is this project at? Are we efficient? Where are we spending our time?

Case Study: Chute Gerdeman

Industry: Branding & Design
Size: 75 Employees

Using the project management tools Function Point provides, Chute Gerdeman was able to become more flexible with their programs, boost each the profits from their accounts and scale with our cloud-based system.

Case Study: Conquer Mobile

Industry: High-Tech (App Development)
Size: 12 Employees

Conquer Mobile had been using five different software tools to run the business’s day-to-day operations, and wanted to consolidate. With the deployment of Function Point, the company now keeps all of their client information in one place, accessible to everyone on the cloud.

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