Case Studies

Marketing Communications Agency Streamlines Operational Efficiencies


Metis Communications was named after a Greek Titan – goddess of wisdom and good council. It’s apropos for an award-winning marketing communications firm known for creating revenue-generating strategic communications for its clients.



According to Cathy Atkins, founder of Metis Communications: “As a long-standing business, we rely on our revenue growth and ROI data to guide us daily. However, our internal processes couldn’t keep up and didn’t reflect the work we were doing. We had introduced far too much complexity into our growth analysis and started experiencing tool and data sprawl.”



Metis enlisted the VOGSY professional service automation (PSA) platform to help streamline its crucial operational workflows and provide greater transparency to its team.

Learn how they reduced reporting time by 75%.



White papers

Simplicity Matters: New SPI Research Whitepaper

Information is the new currency in professional services. Today professional services organizations need solutions that are easy to use and engaging to achieve higher levels of productivity and profit, as well as greater client and employee satisfaction.

Read the new white paper from Service Performance Insight (SPI), the industry’s top research firm, to learn about:

  • Why simplicity and engagement matters
  • How PSO’s can take a people-centric approach to reduce information complexities
  • Ways to increase project profitability using a unified information approach for the entire quote-to-cash lifecycle
  • Key questions that can help leadership teams asses vulnerabilities and needs and how PSA can help
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New SPI Research Webinar Outlines the Power of Simplicity and How to Drive ROI for Professional Services Firms

Complimentary webinar to discuss the value of automation and integration for companies and teams; Takes place on January 29 at 2 p.m. ET

“Departments need fast access to the right information so they can better plan and execute their work. SPI Research believes that ensuring employees can engage with the data they need is the most fundamental process of professional services”

— R. David Hofferberth, P.E.

BOSTON – January 15, 2019 – VOGSY, the only professional services automation (PSA) solution built on the Google Platform, today announced a webinar with SPI Research that will highlight how professional services organizations (PSOs) can increase operational visibility and profits by focusing on simplicity, engagement and integration. The complimentary webinar titled, “Why Simplicity Matters: Driving Success Across Professional Services Organizations,” will take place on Tuesday, January 29 at 2 p.m. ET.

SPI Research founder and managing director David Hofferberth will lead a discussion on how professional services organizations can experience huge performance and revenue gains using a simple and automated approach for managing data, systems and teams.

Read more here


How Best to Utilize Professional Services Automation, a leading search and business directory shares an article by Leo Koster, VOGSY founder.

Excerpt from the article:

Professional services businesses are busy. Could a professional service automation platform be just the thing your business needs? Here are some insights on choosing the right tool for your company.

In 2017, roughly 1.2 million firms and 9 million employees made up a U.S. professional services industry that climbed to $1.76 trillion in annual revenues. From marketing agencies to management consultants, such firms are often small and midsize businesses (SMBs) and serve larger companies. In fact, last year, SMBs represented 99 percent of the total software and IT services market alone.

Professional service organizations (PSOs) are busy. That’s good news, but it presents a challenge for these often hands-on owners and senior leaders: a lack of time for administrative tasks. Further complicating things is the fact that PSOs don’t always operate from 9 to 5 and only on weekdays. Mobility and remote access are vital for both leaders and employees.

Read More Here


Avoid the bandwidth blues this holiday with a PSA

With the holidays here, employees are most likely taking off and cashing in their vacation time – all at once. Here’s how a professional services automation (PSA) platform can help business owners beat the bandwidth blues and keep the spirits high.

Brace yourself.

‘Tis the season of craziness, and while business at your professional services organization (PSO) may be booming, employees are often exhausted, stressed and trying to get everything done before taking time off. With personnel spread too thin, it probably won’t be long before you realize the most wonderful time of the year can be just the opposite – for all involved.

In fact, according to Cornerstone, work overload decreases productivity 68 percent in employees who feel they lack time to complete tasks. Mental Health America estimates companies lose $500 billion in productivity each year to workplace stress.

Could PSA be the solution you need to keep spirits high? Here are three ways this technology can help your PSO beat the holiday bandwidth blues:

    1. Make lists, but don’t check them twice
      With a constrained talent pool, you need to work smarter, not harder. With PSA, you can easily automate activities in areas from finance to operations, sales to project management, even control contractors supplementing your staff. It enables your team to get more done, and focus efforts, so all can enjoy their time off.
    2. Yule adore the transparency
      You don’t know today what decisions you face tomorrow. Having real-time insights on opportunities, activities and approvals anytime allows you to never miss a beat on things that haven’t even happened yet and drive positive outcomes for your business.
    3. Wrap it up
      PSA tools bridge the gap between sales and delivery, quote to cash, and ensure service levels are ideal. That means better margins and stronger forecasting of the work pipeline to avoid the bandwidth blues for the holidays and the rest of the year.

Remember: As people are the most critical asset in any PSO, it’s important to take care of your employees. Gallup recently reported that engaged employees – those enthused about work – enable their companies to perform up to 202 percent better than others.

Sounds like the gift that keeps on giving to us.

Need more ideas on how you can beat the bandwidth blues? Check out our infographic here and contact us for more information.


VOGSY for Google G Suite Launches Global Partner Program

Channel E2E, the premier Channel Media outlet which tracks strategic IT service providers from entrepreneur to exit, features VOGSY’s new Global Partner Program which can create new revenue streams for partners.

Excerpt from the article:

Earlier this year, ChannelE2E spotted a professional services automation (PSA) software platform built entirely for Google’s G Suite. It’s called VOGSY.

Although the company has been around for a couple years, VOGSY’s platform is still fairly new. It seems to fill a void that Google has not covered in its own productivity suite yet. The application currently helps midsized professional services organizations (PSOs) manage the Quote-to-Cash process across sales, account management, resourcing, financing and more.

VOGSY has now launched a Global Partner Program for Google Cloud and G Suite, which may allow MSPs to benefit from deploying the application to their clients. Like many partner programs, the new Vogsy effort can incentivize MSPs to recommend the PSA platform and create additional revenue for the MSP.

Read More Here


Spreadsheet Salvation: Is Your PSO Trapped in the Cells of Hell?

You’ve acquired an arsenal of tools for managing your professional services organization (PSO). There’s the CRM solution for quotes and tracking opportunities. Separate ones for project and resource management. There’s the finance system, something for internal communications and collaboration; the list goes on and on.

It’s no sin. You’ve just been trying to be as efficient and competitive as possible. Unfortunately, the opposite has occurred, and now critical information is extremely difficult and time-consuming to find, never mind analyze and report on.

Worse, you rely on spreadsheets to compile data across all of these systems, and a whole lot of them have been created. You and your team are trapped in “cell hell.”

There is a solution. But first, understand how spreadsheet sprawl is hurting your organization. Below are just a few questions to ask yourself:

  • What are we doing? Spreadsheets were intended to mirror an old-time accounting practice. Ever put a name into an Excel cell only to find it changed to numbers? There’s your proof on why they’re limited. Yet, companies use spreadsheets for a range of business functions and data of all types – and those tiny cells weren’t designed for a lot of detail. That makes spreadsheets cumbersome and awkward to manipulate.
  • Are we spread too thin? For an individual, never mind an entire company, spreadsheets mean too many hours are spent on the wrong task. Entering data, scrolling through hundreds of rows, deleting and archiving, training new hires – you and your team could be spending more time on administrative functions than your actual jobs. And time is money.
  • Have we got this right? Manually entering data, or importing through files, can introduce errors. One mistake can snowball and impact a lot. Add in multiple users doing entry and the odds that everything is correct aren’t good. From billing issues that irritate customers to inaccurate revenue forecasting that jeopardizes plans, spreadsheet mistakes can quickly spread the pain across your business.
  • Are we missing anything? Leaders need accurate and timely information to quickly make the right decisions and seize new opportunities. As data sits, it becomes less reliable. In today’s fast-paced business environment, change happens quickly. Real-time visibility and analysis is the only way to ensure you don’t miss out.

If these questions have you wondering, then it’s time to check into a professional service automation (PSA) platform, an integrated solution that can do it all, designed exactly for companies like yours.

With a single solution, you’ll gain real-time data insights that support fast, strong decision-making. You’ll be able to share business and project data across your company. You can reduce data errors, free up yourself and staff members, curtail data entry and administrative time. And, because a PSA solution can automate everything from project management to contact management to timekeeping, you’ll save even more.

PSA is not just for large organizations. SPI Research feels they have become so easy to use, firms with 20+ consultants should implement one rather than use spreadsheets. They also noted that PSOs integrating CRM, PSA and finance systems experienced gains such as:

  • 9% Improvement in projects delivered on time
  • 8.4% Improvement in projects on budget
  • 6% Increase in billable utilization
  • 11.7% Increase in project margin

It’s simple. A PSA platform makes your business run better – that means it makes you more money.

Suffering the torments of cell hell? Need salvation from spreadsheets?

Talk to us. I think you’ll find the results heavenly.


How VOGSY is helping Kirkman Company empower its consultants, the premier online platform for UK’s advisory and consulting industry shares how VOGSY is helping Kirkman Company empower its consultants.

Excerpt from the article:

With a team of around 75 consultants and staff, Kirkman Company is one of the larger management consulting firms in the Netherlands. Using a newly-implemented innovative technology, the consultancy has succeeded in bridging the gap between customer needs and the ability to decentralise responsibilities to the firm’s employees.

Admitted to the G-Suite marketplace in 2017, VOGSY, a Professional Services Automation (PSA) platform that facilitates the internal operations of consulting groups, aims to transform the way consultants work on the go by leveraging Google technology. VOGSY is a fully integrated PSA platform which focuses on business outcomes, offering process support and key performance indicators (KPIs) across every department associated with professional services sales, delivery and collection of fees.”

Read More Here