Parallel Path Gleans Agency Financial Insight With Workamajig

Dawn Peters
Parallel Path
May 12, 2023
Agency Client Stories , Video Reviews

 

quick HIGHLIGHTS

Dawn Peters is a Controller at Parallel Path, Colorado-a digital marketing agency that helps health, wellness, and lifestyle brands.

At Parallel Paths, Dawn is responsible for everything involved in the finances of the company. As a person who is always looking for ways to be more efficient with her time, Dawn is a big Workamajig fan!

Prior to Workamajig, Parallel Path looked for various applications that would integrate with their software, to try to automate their system to be more efficient. Whatever they found, however, turned out to be temporary workarounds and not anything sustainable.

“We’ve been using Workamajig for a little over a year. I would say the biggest thing I found useful was being able to track our projects and how we are doing on labor, costs, and budget-something which we really didn’t have insight into before.

I get a sense of satisfaction from working out how to use the system, like when I figure out how to run a report correctly and when I find a new function that I didn’t know was there.

The amount of data that is available in one place and available to multiple people in the company that need that information is the thing that I find most exciting about Workamajig.

It’s a great program, it’s a great tool, and we love it!”-Dawn

Transcript

My name is Dawn Peters I am the controller with Parallel Path located in Boulder Colorado.
We are a digital marketing agency that helps Health wellness and lifestyle Brands.
My primary responsibilities are everything involved in the finances of the company.
I'm always looking for ways to be more efficient with my time so that I have the ability to get more done.

Prior to Workamajig, we looked for various applications that would integrate with our software to try to automate things better to be more efficient, but really just found that those were temporary workarounds and not anything that was sustainable.

We've been using Workamajig for a little over a year and I would say the biggest thing that we have found that's been useful right off the bat was being able to track our projects and tracking labor, costs, and budget which is something that we previously didn't have any insight into.
 
The amount of data that is available in one place and available to multiple people throughout the company that really need that information is probably the thing that I find most exciting.
I get a sense of satisfaction working out of the system when I figure out how to run a report correctly or when I find a new function like "Oh I didn't know this was here"!
It's a great program, it's a great tool and we love it.

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