Change Management: How Pegasus Makes System Switches Easier

Changing systems can feel like a big leap, but Pegasus makes it a guided journey.

With hands-on training, responsive support, detailed documentation, and a tried and tested process, we guide you through the change challenge, revealing your real business performance and opportunities. 

For agencies, effective change management isn’t just about switching software; it’s about making sure your team is confident, supported, and ready to thrive from day one.

Love that new software smell, but afraid to drive it? Pegasus builds in transparency and support at every stage, so you’re never left wondering what’s next. Here’s what the journey looks like.

The early stages

• Structured Implementation Stages
  Whether you’re starting fresh or migrating from an existing system, we have a step-by-step process to help you navigate the process.

• Someone There Throughout the Process
  A dedicated Pegasus project manager will direct you through each stage. It’s not just “here’s a system, good luck”, it's advice, guidance, review points, and information to build your confidence.

• Staff Training
  Function and agency-specific training sessions are delivered by industry professionals who can answer all your questions. Record and re-use your training or follow up with refreshers.

• Detailed Documentation
  A full library of how-to guides and service model explainers, so answers are always at your fingertips.

• Ongoing Support
  Access our Support Desk when you need a question answered.

Where do we go from there?

• Post-Launch Review

  • Are processes running smoothly?

  • Do you need refresher training?

  • Is there anything that could be optimised now that you’re in the rhythm?

  • This review helps agencies cement their new way of working and sets them up for long-term efficiency.

• Quarterly Webinars & Continual Updates
  Stay up to date with roadmap updates, new feature rollouts, and best-practice sessions.

• Open Feedback Loop
  Our product evolves with agencies, shaped by client input and real-world use cases.

• Ongoing Support and Access to Training
  Continue to access Support and sign up for additional Training whenever you need it.

The A-Ha Moment

Every agency that’s made the change describes the same turning point, that “a-ha moment” when systems are running smoothly, reporting is clearer, and the time and cost savings finally show up in black and white.

For Talent Corp, it was the relief of having media planning, buying, production and finance in one package, and finally enjoying reporting designed for agencies. For your team, it might mean faster billing, fewer spreadsheets, or simply not needing workarounds anymore.

For finance teams, the a-ha often comes when they realise month-end no longer means wrestling with spreadsheets or reconciling across multiple systems. It’s all there in Pegasus.

The early effort pays back quickly. Once staff settle into Pegasus Edge, you don’t just get a system that works, you get a platform that keeps working better as your agency grows.

Why It’s Worth It

Agencies that manage system change will unlock long-term gains: smoother collaboration, better financial control, and the ability to scale without messy workarounds.

Yes, there’s effort in making a change. But the payoff is clear, and lasting:

• Time-saving: streamlined workflows reduce duplication and manual fixes.

• Cost-saving: fewer errors, faster invoicing, and better forecasting.

• Empowered staff: key staff quickly become aware of the value, and can’t live without it

• Smarter decisions: reporting and dashboards that give you real clarity on your job, client and business performance.

Finance teams and external bookkeepers often feel the most significant shift, moving from systems like Xero to a platform built for agencies. While the approach is different, the payoff is clarity: accurate reporting, cleaner reconciliations, and real visibility across clients and jobs.

Change is never just about today. It’s about the efficiency, accuracy, and confidence you’ll carry into every project tomorrow.

Ready to Make the Change, the Easier Way?

Change management isn’t scary when you’ve got the right co-pilot. Pegasus makes the switch simple, structured, and supported, so your agency reaps the rewards in a big way. Let’s map your smooth switch.

Book a consultation today →

Q&A

Q: Will it be a lot of work?
A: There’s a commitment, especially if you’re migrating data, but Pegasus breaks it into clear steps with templates and guides.

Q: How will my team learn the system?
A: Through curated training, online guides, and ongoing webinars, plus support from our team whenever you need it.

Q: What happens after go-live?
A: We provide continual updates, support, training, and follow-up reviews to ensure long-term success.

Q: How will Pegasus benefit our accountants or bookkeepers?
A: Outsourced accountants and bookkeepers often come from a Xero background, so the shift can feel different at first. Once they adjust, they achieve clearer reporting, easier reconciliations, deeper insights, and a single source of truth that minimises back-and-forth communication with your agency.

Q: What is the experience for finance teams?
A: Finance users tell us that while there’s a learning curve, Pegasus quickly becomes indispensable. Instead of stitching together data from different tools, they get one platform with integrated billing, media, production, and reporting.