PSA Software for Executives & Owners

Maximize agency value through data-driven decisions and long-term strategic clarity. Troi provides owners and executives with the high-level insights needed to drive growth, monitor overall agency health, and ensure sustainable profitability across all business units.

80% Budget clarity at a glance
60% less manual work
40% more planning accuracy

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Project reporting dashboard in Troi showing a retainer campaign with actual versus planned revenue, contribution margins by service category, and a team workload overlay displaying current hours for a designer and a project manager.

For Strategic Business Growth and Enterprise Value

Leading a service-based business requires more than just operational oversight; it demands clear visibility into future revenue, utilization trends, and overall margin development. When critical data is buried in departmental silos, executives lose the ability to steer the company proactively toward its long-term goals.

Troi consolidates commercial performance, resource forecasting, and organizational health into a single executive dashboard. This ensures that every strategic decision is backed by real-time data, allowing owners to scale with confidence and precision.

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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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Why Troi is Ideal for Executives & Owners

Troi combines high-level business intelligence, multi-entity management, and strategic resource planning into one unified platform. This creates a transparent foundation for leadership, moving the focus from daily firefighting to long-term agency scaling.

Monitor overall agency profitability and EBITDA contribution in real-time
Gain a holistic view of the sales pipeline and its impact on future capacity
Identify long-term utilization trends to optimize hiring and investment strategies
Standardize KPIs across different offices, brands, or business units
Ensure compliance and data security through robust governance and audit-ready processes

Troi workload forecast dashboard showing team utilization across multiple days. The view highlights Team Digital and Development with color coded capacity bars and an overall forecast of 78 percent.

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Key Areas of Executive & Owner Focus

Troi provides the transparency needed to manage a professional service firm at scale. Whether overseeing a single specialized agency or a multi-national group, your strategic KPIs remain visible and actionable.

Strategic steering of agency groups and multi-entity organizations
Monitoring realization rates and billable utilization at the board level
Aligning resource investment with long-term growth targets
Evaluating the profitability of different service lines and client segments
Managing mergers, acquisitions, and organizational restructuring
Driving digital transformation and process standardization across the firm

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Be the first to hear about new features, product improvements and upcoming webinars. Our newsletter keeps you informed about everything that helps you work smarter with your PSA platform.

Typical Use Cases in Executive Leadership

Effective agency leadership demands a balance between operational stability and strategic agility. Troi provides the insights needed to keep the organization focused on its most profitable path.

Consolidated Reporting

Access a bird’s-eye view of the entire organization. Monitor revenue, margins, and utilization across all business units in one central dashboard.

Pipeline-to-Capacity View

Connect your sales opportunities with future resource availability. Make informed decisions on when to scale your team or push for new business.

Profitability Benchmarking

Compare the performance of different departments, offices, or client tiers. Identify your most valuable assets and optimize underperforming units.

Strategic Hiring Support

Use historical data and future forecasts to justify new hires. Ensure that your headcount growth is always aligned with actual demand.

Corporate Governance

Ensure that all processes are compliant and transparent. Maintain high data quality standards that increase the overall enterprise value.

Investment Planning

Gain the financial clarity needed for significant investments in technology, talent, or expansion into new market segments.

How Troi Supports Sustainable Agency Scaling

Organize

Single source of truth for all organizational, commercial, and resource data.
Standardized KPIs and reporting structures across the entire firm.
Centralized governance for multi-office and multi-brand operations.

Optimize

Improved realization rates through better visibility of non-billable time.
Faster reaction times to market changes based on predictive resource data.
Higher efficiency through the automation of cross-departmental workflows.

Scale

A robust foundation for rapid growth, whether organic or through acquisition.
Clear visibility into the ROI of new service lines or international locations.
Increased agency valuation through transparent and data-driven management.

Troi PSA for Finance & Controlling – FAQs

How does Troi support the valuation of my agency?

By centralizing all commercial and operational data into transparent, audit-ready reports, Troi demonstrates professional management and stable margins, which directly increases enterprise value.

Can I manage multiple legal entities or brands in one system?

Yes. Troi is designed for multi-entity structures, allowing you to manage separate companies while maintaining a consolidated view for the group.

How far into the future can I forecast revenue and capacity?

By linking your project pipeline with current resource assignments, Troi allows you to project capacity needs and revenue for several months in advance.

Does Troi help in identifying which client segments are most profitable?

Absolutely. Our reporting tools allow you to break down profitability by client, project type, or service line, helping you focus on the most lucrative parts of your business.

How secure is my sensitive financial data in Troi?

Troi features sophisticated permission management and enterprise-grade security, ensuring that sensitive strategic data is only accessible to authorized leadership.

Our Features for Complete Project Control

The Troi PSA platform connects all key functions you need for smooth project management, from time tracking and task planning to controlling and reporting. Each module builds on the same data foundation, ensuring that every figure, approval, and report reflects your real project performance.

Resource Planning

Troi team resource view showing available time of 85 hours and workload percentages for digital team members

Go To Resource Planning

Time Tracking

Go To Time Tracking

Task Management

Project timeline showing task bars for concept work, landing page design and user testing with allocated hours across calendar weeks

Go To Task Management

Reporting & Controlling

Weekly time tracking chart showing daily working hours and project time with a tooltip displaying 8 hours working time and 4 hours project time

Go To Reporting & Controlling

Digital Document Capture

Invoice approval panel showing invoice numbers, totals, and a Send for Approval action with selected approver.

Go To Digital Document Capture

Budgeting & Estimation

Service list with quantities and an AI estimate tooltip adding two point five hours to planned effort

Go To Budgeting & Estimation

Trusted by Leading Consultancies, Agencies and Creative Businesses

“In our business, smooth coordination is key. Troi has helped us digitalize and optimize our workflows, ensuring seamless project management — from the initial project brief to the final delivery of our productions.”

Ralf Vockel, Vogelsänger Studios

“What’s great is that we were able to fully tailor Troi to our specific needs. With Troi, we’ve developed and established standards that support us in our daily work — allowing us to focus entirely on what really matters: our core business.”

Stefan Mauerer, Martin et Karczinski

“With Troi, we were not only able to redefine our project controlling to capture key metrics more efficiently — we also significantly increased the speed at which projects are processed through a standardized project and approval workflow.”

Rainer Chabrie, BBDO

Go To Our Case Studies