Core Insights - The company is focusing on integrating AI into its operations, recognizing its transformative potential for agency workflows, while also ensuring data security with tools like Microsoft Copilot Pro [2][4] - Significant operational changes have been implemented, including a transition from QuickBooks to Sage ERP, resulting in a faster monthly close process [3][6] - The company has achieved a tripling of EBITDA, attributed to a combination of strong leadership, cost discipline, and technology optimization [7][9] Operational Changes - The transition to Sage ERP has improved efficiency, reducing the monthly close time by 10 days [3][6] - Cost discipline has been emphasized, identifying redundancies and ensuring that client servicing aligns with profitability [8][9] - Technology usage has been scrutinized, leading to the cancellation of underutilized subscriptions, contributing to overall efficiency [9] Financial Strategy - The company has implemented time tracking to assess client profitability, ensuring that resources are allocated effectively [8][9] - A proactive approach to forecasting has been adopted, including contractual protections and scenario planning to adapt to client budget changes [15][17] Talent Evaluation - The company prioritizes performance over pedigree, valuing traits such as curiosity and adaptability in team members [5][20] - A notable example of talent development is the promotion of a team member who excelled despite lacking a traditional educational background [21][22] Growth Opportunities - The company sees growth potential in performance marketing and leveraging data analytics, particularly through AI [23][24] - Collaboration between finance, technology, and strategy teams is crucial for designing systems that enhance ROI and budget management [24]