Client Overview
Our client is a fast-growing creative agency based in Bristol, working
with leading retail and lifestyle brands across the UK. With a skilled
team delivering strategy, content, CRM, SEO, design, and video, they
support some of the country’s best-known shopping destinations and
consumer brands.
The Challenge
Like many agencies experiencing rapid growth, their IT estate &
systems setup needed to evolve to keep pace with their expanding
client base and team.
Day-to-day processes worked, but increasing scale and complexity made
it harder to keep onboarding, offboarding, device lifecycle, and
access control fully consistent.
At the same time, leadership were looking for a clear roadmap for
adopting AI and smarter workflows — ensuring stability, creating space
for new tools and automation, and achieving confident buy-in from the
whole team.
Our Approach
We began with a focused IT and security audit to surface immediate
opportunities and longer-term improvements. Together with the
leadership team, we set a clear roadmap: tighten core controls,
standardise key processes, and establish responsive helpdesk support
so the business could stay focused on client work.
To make sure improvements stuck, we paired every rollout with
practical training (live workshops, step-by-step guides, and
quick-reference videos) backed by ongoing helpdesk support. This
ensured changes were not just deployed, but embedded in the team’s
daily work.
The Solution
IT Management
- Responsive support – Fast, friendly helpdesk to resolve
day-to-day issues so the team can stay focused on what they do best.
- Cybersecurity – Clear policies and monitoring, sensible
access controls, and regular reviews to protect systems and data as the
business scales.
- Processes – Standardised onboarding/offboarding and
a defined device lifecycle to ensure smooth, secure staff transitions.
- AI enablement – Role-specific custom GPTs and integrations
empower the team to use AI confidently in everyday work.
- Device asset management – Centralised inventory, warranty
tracking, and configuration baselines to reduce downtime and surprises.
- Phishing simulations – Regular simulations with actionable
reports and targeted training to help staff confidently spot phishing
attempts.
Tech Strategy
- Consultancy and Check-In sessions – On-demand guidance
with proactive research, implementation support, and clear recommendations
aligned to regularly reviewed business goals.
- Systems & tooling roadmap – Prioritised recommendations
(near-term wins to longer-term upgrades) to improve speed, reliability,
and visibility.
- AI strategy & guardrails – Use-case identification,
solution implementation, and staff guidance to drive measurable outcomes.
- Leadership reporting – A simple dashboard gives management
clear visibility of project status, open actions, and time saved.
The Results
- Stronger operational processes – Standardised onboarding/offboarding
and a clear device lifecycle, giving faster setups, secure access control,
and fewer hand-offs.
- Fast and reliable support – The team has direct access
to human-managed support channels for any tech problems, with a 7-minute average ticket response time.
- Strong cybersecurity – Enterprise-level controls and
processes that keep systems and data safe.
- Time saved across the business – Streamlined processes
and automations (e.g. automated data-gathering) reduce routine admin.
We handle technical onboarding, offboarding, device management, and day-to-day
IT support, freeing the team to focus on client work.
- Process recommendations – Identified bottlenecks and
tool gaps, with proposals to improve speed, consistency, and visibility.
- AI-ready foundation – ChatGPT rolled out team-wide with
role-specific integrations, automations, and custom GPT configurations.
Training was delivered in collaboration with external partners.
- Custom GPT implementations – Bespoke assistants embedded
into everyday workflows to accelerate research, drafting, and QA.
Key Takeaways
By strengthening IT systems and building scalable IT foundations,
AgencyTech helped this agency reduce risk, improve efficiency, and
adopt AI with confidence — all while supporting their continued
growth.