Logo of BBDO, Troi customer

BBDO Group:
Mastering Compliance and Global Controlling with Troi

How one of the world’s most creative agency groups standardized its workflows across six brands and ensured audit-proof project management.

Troi approval request screen showing a booking with invoice details, supplier information, project assignment, total amount, and an attached document preview with approve and decline actions.

Systematic Assurance of Compliance Requirements with Troi

As part of the initiative to connect the BBDO agencies in 2015, the group faced the challenge of finding a tool that would not only standardize processes within the network, but also meet the high requirements of compliance.

To handle these complex demands efficiently and in a resource-conserving way, the BBDO Group searched for a competent partner and found it in Troi.

Profile

Rainer Chabrie is responsible for the Project Management division at the BBDO Group Germany.

BBDO Group Germany includes a network of six agency brands based in Hamburg, Berlin, Düsseldorf, Frankfurt and Munich. Highly awarded, it is one of the most creative and successful agency groups worldwide. More than 1,000 specialists make well-known brands successful and have accompanied some of them for over 60 years.

“With Troi, we were not only able to redesign our project controlling to quickly capture relevant key figures. We were also able to significantly increase the speed at which projects are processed through a standardized project and approval workflow.”
Portrait of Rainer Chabrie, Troi customerRainer Chabrie, BBDO, Project Manager
Portrait of Rainer Chabrie, Troi customer

“The new solution had to map the project workflow across different locations and document important processes in a compliance-compliant manner.”

Rainer Chabrie

The Requirement

With the planned interconnection of the BBDO agencies in 2015, a new tool was needed to unify and standardize all processes.

The software had to meet the compliance requirements of the corporate group and enable compliance management directly within the tool.

“The new solution had to map the project workflow across different locations and document important processes in a compliance-compliant manner.”

The Solution

To implement BBDO’s requirements within the Troi software, specific functionalities were analyzed in detail and integrated into the workflow based on the existing procedures and processes.

Standards were defined together and rolled out consistently across all process steps.

Integrated Troi PSA workflow showing project budget, team workload, time tracking, document management, and reporting connected in one system.

From complexity to clarity

Let’s Talk About Your Goals

Every business works differently and that’s exactly why Troi adapts to you. Tell us about your needs and we’ll show how PSA can support your projects, resources and finances.

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Implementation of Standardized Approval Processes

A key process here is document approval management. Quotes, invoices and assignments must pass through a defined approval process. This process is not only standardized, but above all documented.

The project workflow clearly defines which role must approve which documents. In addition, quote calculations have a direct impact on revenue forecasting. To ensure reliable reporting, modifications must be restricted after a certain point.

Protection Against Manipulation Through Field Blocking

Using field blocking, certain data cannot be changed or deleted retrospectively. This applies to both billable project hours and financial amounts of individual items.

Field blocking ensures that entered data is protected from subsequent changes.

Person pointing at a project management and time tracking dashboard on a laptop during a team meeting

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Return on Investment

Implementation and testing initially took place in one of the network agencies within the BBDO Group: Interone in Hamburg. After a six-month test phase, Troi was gradually rolled out to the remaining locations in 2016.

With the introduction of Troi, an efficient, cross-location controlling structure could be established. At the same time, the system ensures that all compliance guidelines are adhered to.

  • Cross-location controlling
  • Optimized resource planning
  • Efficient reporting

Error susceptibility was eliminated, which reduced liability risks. There are clear process responsibilities and accountabilities. All decision chains are documented and can be reviewed at any time.

Troi thus provides reliable system-based support to the BBDO Group in meeting all compliance requirements.

Workflow diagram showing connected modules for documents, user profiles, team management, and performance analytics, linked by a blue process line with supporting icons for calculations, approvals, and data flow.