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Agency Model Setup / Best Practices


Level 2

We considering transitioning from a value added business model to an internal agency model. We'd love to hear from other users who are currently using Workfront for an agency model and some of your best practices to make it successful. We have been using WF extensively for 3 years so will be quite a process transition!

A few things we are considering:

  • Are "companies" necessary for customers? Seems like the easiest way to handle billing / organization.
  • If we allocate X design hours per customer per month, do you have a best way to manage that burndown across multiple projects for a customer?
  • What else are we missing?!

Thank you in advance for any thoughts or points of discussion for us to ponder!


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