Creative agency glossaryProject Management and Workflow

Agency Software

Agency software is the set of tools an agency runs on to manage clients, projects, people, time, money and the delivery of the work.

What is agency software?

Agency software is the operating layer under the creative work. It is where the brief lives, where the schedule is kept, where hours and costs are logged, where files are reviewed and approved and where the invoice eventually comes from. Some agencies run on a single platform built for the job; most run on a stack: a project tool, a time tracker, a file review tool, a finance system and a lot of spreadsheets filling the gaps between them.

The category covers a wide range, from a freelancer's timer to an enterprise resource planning system that runs a network. What they share is one purpose: making the business side of creative work visible enough to be managed without getting in the way of the making.

Why it matters

Why agency software matters

An agency sells time and ideas, and both are easy to lose track of. Without good software nobody knows whether a project is profitable until it is over, which is too late to do anything about it. Reviews happen in email threads, versions multiply, and the client's approval lives in somebody's inbox. The right tools turn those into facts: this is the scope, this is where we are, this is what it has cost.

Software also shapes behavior. A tool that makes it easy to log a change order means change orders get logged. A tool that makes review painful means reviews happen somewhere else.

In practice

How agency software works in practice

  1. 01

    Most agencies start with a general project tool and bolt things on as they grow: time tracking when billing gets messy, a review platform when video feedback outgrows email, a resourcing view when two producers keep booking the same editor. The result works until it does not, usually when the finance system and the project system disagree about what a job cost.

  2. 02

    The better approach is to decide what the one source of truth is for each thing: one place for scope, one for schedule, one for budget, one for the files. Then connect them, or pick a platform that holds them together. The test of agency software is simple: can a producer answer the question of how a job is doing without opening more than one window?

At RIOT

Agency software at RIOT

We built our own. Krova is RIOT's production software, made to handle bids, schedules, budgets and delivery for creative agencies and production studios. It came out of running our own productions, for clients from Coach to the Washington Commanders, and wanting the bid, the schedule, the budget and the delivery to live in one place instead of four.

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Watch out

What people get wrong about agency software

Buying the tool before defining the process. Software does not fix an agency that has not decided how it works; it just makes the confusion faster. The other mistake is choosing on features. The longest feature list usually loses to the tool people will actually open every day, because a system nobody updates is a system that lies.

Questions

People also ask

What software does a creative agency need?

At minimum, one place to hold scope and schedule, one way to track time and cost, one way to review work with clients and a finance system that agrees with all of them. Smaller shops can run on two or three tools; the key is deciding which one is the source of truth for each fact.

Is agency software the same as project management software?

Project management software is one part of it. Agency software also covers time, budgets, resourcing, client review and billing, which general project tools either ignore or handle badly. Agency-specific platforms and ERPs exist to join those up.

Should an agency build its own software?

Usually not; buying is cheaper than building for almost everyone. We built Krova because production has needs that general tools do not serve, and because we wanted bids, schedules, budgets and delivery in one system. That is a product decision, not a side project.

Next to it in the glossary

  1. Agency ProcessAn agency process is the repeatable sequence of steps a creative agency uses to take a project from brief to delivery, so that the work is consistent without being formulaic.
  2. Agency Project ManagementAgency project management is the discipline of moving creative work from brief to delivery on time, on budget and without losing the idea along the way.
  3. Agency Time TrackingAgency time tracking is the practice of recording the hours people spend on each client and project so the agency knows what its work really costs.
  4. Agency WorkflowAn agency workflow is the repeatable sequence of steps a piece of work follows from brief to delivery, including who does what, in what order, and where approvals happen.
  5. Agile MethodologiesAgile methodologies are ways of running work in short, repeated cycles, so that a team ships something usable early, learns from it and adjusts rather than following a fixed plan to the end.
  6. AssigneeAn assignee is the one person named as responsible for a task, so that everyone knows who is doing it and who to ask when it is not done.

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We make the work.

RIOT is a creative agency and production studio in New York. Strategy, brand, film, photography, design and the campaigns that carry them, made by one team. A few lines is enough to start: we read every brief the same day.

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