Strategic Productivity Platform for Sustainable Growth

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The Client

A growing full-service marketing and advertising firm with multiple branded lines of service.

Business objectives include:

  • Growth through acquisition and integration of services
  • Leverage video services to improve communication and efficiency
  • Ensure internal and client intellectual property (IP) is segregated and secure
  • Simplify team management and staff assignments.

The Challenge

Support the creation and implementation of an employee-owned holding company, under which the company will add new brands and operating units. The growth will be organic and through strategic acquisitions of other agencies and firms.

The Solution

Design and implement a phased, 4-point approach including:

  • Transition to Google Workspace Enterprise for improved collaboration, communication, and identity management and security.
  • Leverage the advanced security and data protections within Google Workspace Enterprise, and third party services, to provide comprehensive data loss prevention and data security services.
  • Solidify intellectual property protections through segregation of client data and staff. Deploy permissions management and user segregation across organizational units and dynamic groups
  • Support integration of third-party applications and solutions for critical workflows, including the use of AppSheet and SmartSheet for workflow and project management.

The Results

A successful launch of the new holding company and fully integrated entities and brands.

  • With user management consolidated across the enterprise into a single Google Workspace ecosystem reduces overhead and facilitates staff management and allocation across brands, teams, and client engagements.
  • Expanded use of Meets fosters increased internal collaboration and client engagement. With advanced features, including breakout rooms, transcripts, and AI-powered notetaking, project timelines improve and teams reduce the risk frequency of miscommunications.
  • Protection of intellectual property meets or exceeds internal expectations and client requirements. With multiple vectors of protection, teams and administrators easily manage client data segregation, access controls, and permissions.