Creative agency glossaryProject Management and Workflow

Management Software

Management software is any system that organizes a company's work, people and information so the operation runs on one set of facts instead of a hundred inboxes.

What is management software?

Management software is the broad category of tools a business uses to run itself: project management, resource management, client relationship management, finance, document and asset management, and the dashboards that sit on top. The common thread is that each one replaces a process that used to live in someone's head or inbox with a shared record everybody can see.

In a creative agency and production studio the category is unusually wide, because the work spans a pitch deck, a shoot with forty crew, a post-production schedule and an invoice. Agencies typically run a stack: one tool for tasks, one for schedules and bookings, one for time and billing, one for files, and a messaging layer that connects them. The craft is in choosing few enough tools that people actually use them, and connecting them so that a date changed in one place changes everywhere.

Why it matters

Why management software matters

Without it, the operation scales with the memory of the founder. Every question (is the editor free, has the client paid, where is the latest cut) routes through one or two people, and the company's capacity is their attention span. Management software is how a ten-person team behaves like a thirty-person one: the information is in the system, so anyone can answer the question.

It also makes the business legible. Margins by client, utilization by person, the real length of a two-week edit: these are only visible when the data is captured as a side effect of doing the work rather than reconstructed afterwards.

In practice

How management software works in practice

  1. 01

    The first decision is the system of record. One tool holds the truth about each kind of thing: the schedule lives in the scheduling tool, the money in the finance tool, the files in the asset manager. Everything else references it rather than copying it. The second decision is the workflow: what happens when a bid is approved, when a shoot date moves, when a cut is delivered. Good management software lets you encode that so the next step is created automatically and the right people are notified.

  2. 02

    Adoption is the real work. A tool that nobody updates is worse than no tool, because it looks authoritative and is wrong. The teams that get value from management software give one person ownership of each system, keep the number of tools small, and review the data weekly so that keeping it accurate has a visible point.

At RIOT

Management software at RIOT

We built our own. Krova is production software that handles bids, schedules, budgets and delivery, and we built it for ourselves first: the bid that wins the job becomes the budget, the budget becomes the schedule, and delivery closes the loop, so a producer is looking at one record from the first number to the last file. That matters on a relationship like Coach's, where campaigns, sizzle reels and holiday films have overlapped for more than a decade and the only way to see them all is in one place.

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Watch out

What people get wrong about management software

Buying for features and ignoring fit. The tool with the most integrations is often the one the team abandons by month two, because it was designed for a software company's sprints rather than a studio's shoot days. The other mistake is running two systems of record for the same thing: a schedule in the tool and a "real" schedule in a spreadsheet. Pick one and delete the other.

And expecting the software to create discipline. It records discipline. The weekly review where a producer corrects the dates is what makes the tool true.

Questions

People also ask

What types of management software does an agency need?

At minimum: project or work management for tasks and schedules, time and billing, file and asset management, and a client relationship tool. Many agencies add resource planning once they are juggling more than a handful of projects.

Is management software the same as project management software?

No. Project management software is one type. Management software is the wider set, covering people, money, clients and assets as well as the projects themselves.

Should a small agency build or buy management software?

Buy, almost always, and keep the stack small. Build only when the work has a shape the market does not serve, which is why we built Krova for production rather than bending a software team's tool around a shoot.

Next to it in the glossary

  1. IT Time TrackingIT time tracking is the practice of logging developer and technical hours against specific tasks and clients so the work can be billed, planned and improved.
  2. Kick OffA kick-off is the meeting that officially starts a project, where the team, the client, the scope, the schedule and the ways of working are set in one room.
  3. Kick Off Meeting PurposeThe purpose of a kick-off meeting is to align the client and the team on goals, scope, timeline and roles before any work begins.
  4. Management ToolsManagement tools are the instruments, from software to meeting rituals, that leaders and producers use to plan work, see its status and keep people pointed at the right thing.
  5. Marketing Agency ERPA marketing agency ERP is a single system that runs an agency's projects, time, resourcing, billing and reporting, so the business is managed from one set of numbers.
  6. Meeting ManagementMeeting management is the practice of planning, running and following up meetings so that each one has a purpose, a decision and an owner for what happens next.

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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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