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Borders & Gates
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Case Study 09 · Creative Ode · Consulting · Technology

Building the strategy before building the systems

Redefining corporate architecture with data-driven strategy and robust system implementation frameworks.

Client
Creative Ode
Sector
Creative & Advertising
Capability
Consulting · Technology
Services Delivered
  • Corporate Strategy
  • Workforce Planning
  • Zoho CRM
  • Zoho Books
Illustrative Improvements
Aligned

Corporate strategy and roadmap

Balanced

Workforce across teams

Unified

CRM and accounting on Zoho

Challenge

Why did Creative Ode need a clearer corporate strategy?

Creative Ode struggled with an undefined corporate strategy, leading to inconsistent business decisions and a lack of clear direction for future growth.

What was going wrong with manpower planning at Creative Ode?

The agency experienced difficulties in workforce management, resulting in resource imbalances, with some teams overburdened while others were underutilised.

How were outdated financial and CRM systems holding Creative Ode back?

Creative Ode's existing financial management and customer relationship management systems were outdated, causing inefficiencies in tracking finances and managing client relationships.

Creative Ode — Challenge
Solution

How did Borders & Gates approach corporate strategy development for Creative Ode?

Borders & Gates analysed Creative Ode's market position, competitive landscape, and internal capabilities, then worked with the agency to redefine its vision and mission and build a strategic roadmap with clear objectives, KPIs, and actionable initiatives.

How did Borders & Gates fix manpower planning at Creative Ode?

Borders & Gates assessed Creative Ode's workforce to identify skill gaps and resource imbalances, then formulated a manpower planning strategy to optimise resource allocation so teams were balanced and adequately staffed.

What did the Zoho CRM implementation for Creative Ode involve?

Borders & Gates recommended Zoho CRM to streamline client interactions, customised and integrated it with Creative Ode's existing processes, and trained staff to use it with ongoing technical support.

Why did Borders & Gates implement Zoho Books alongside the CRM?

Borders & Gates replaced Creative Ode's outdated financial management system with Zoho Books, configured to suit the agency's financial processes for accurate and efficient financial management.

Creative Ode — Solution
Impact Realised / Result

How did the new corporate strategy change decision-making at Creative Ode?

The new corporate strategy gave Creative Ode a clear direction, enabling informed decision-making and long-term planning instead of inconsistent, ad hoc calls.

What changed in workforce efficiency after the manpower planning work?

The optimised manpower planning strategy resulted in better resource allocation, balanced workloads, and increased employee satisfaction across teams.

How did Zoho CRM change client management for Creative Ode?

Zoho CRM enhanced client relationship management, leading to improved client satisfaction and retention.

What did Zoho Books change in Creative Ode's financial management?

Zoho Books implementation resulted in more accurate financial tracking, efficient reporting, and better financial control.

Creative Ode — Impact Realised / Result