Creative Jam Success Story
About the company
Creative Jam is a creative agency based in High Wycombe, Buckinghamshire, specialising in video production, animation, web design and graphic design.
The problem
The design industry moves and changes on a daily basis, and so does managing clients. This meant that as they grew, Creative Jam's juggling act of client projects and monthly invoices was becoming a tough challenge.
With more time and energy required to process jobs and manage projects in traditional spreadsheets, and invoicing manually with Xero, the team needed a solution to bring down their overall workload.
The Solution
Working closely with Matt and the Creative Jam team, a solution was made bespoke to them. A project board was created to manage the progress made on all client work, structured to amalgamate all the previously used spreadsheets into one place. This highlighted collaborative efforts with the team to bring better efficiency.
Then, after the workflow was in place, a custom integration using Make.com was created to connect monday.com with their accounting software Xero. A simple button sends a client's details and costs to Xero and generates an invoice automatically.
According to Matt, he's saved a day a month from the new automated process, meaning more time for clients and his team.
Matt Hulbert
FounderWatch the success story
Watch our full interview with Matt Hulbert, Founder of Creative Jam.
