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Customer Success Spotlight – Alexis

Drawing on years on the agency side, Alexis shares how the right workflows, onboarding habits, and adoption tips turn Camphouse into a daily essential.

Written by Micaela Rosling Caesar

An agency insider on what makes Camphouse click

Meet Alexis Ricard, our Strategic Customer Team Director and this month's honorary Customer Success Manager. Alexis spent years on the agency side before joining Camphouse almost two years ago, which gives him a rare view of what truly works for agency teams. Here's his take on the workflows, onboarding habits, and adoption tips that turn Camphouse into a daily essential.

Alexis Ricard – Strategic Customer Team Director

Coming from an agency background, what would you say Camphouse brings to agency teams that genuinely changes how they work?

In my previous agency role, I’ve lived the 'manual nightmare' of data reconciliation. What Camphouse truly changes is the ability to break down silos through real-time automation and seamless collaboration.

In many agencies, digital and offline teams still operate in isolation with their own templates. Camphouse unifies the entire workflow by allowing different media teams to work simultaneously on the same plan. This shared environment creates a single source of truth that simply doesn't exist in traditional setups.

But the real game-changer is how this collaborative plan breathes through our deep-level integrations with buying and tracking platforms. Campaign results are updated in real-time, meaning teams are no longer wasting days on manual exports or chasing emails. They can now focus on live optimization with data they trust, turning what used to be a messy administrative burden into a high-performance, automated process.

Is there a feature in Camphouse you wish you'd had access to during your time at an agency?

The Target feature is definitely what I missed most. To be honest, this feature already existed back when I was using Camphouse (known by another name at that time) at my previous agency. But it was worlds apart.

When I joined the team here, I barely recognized it because the evolution has been so significant. It now allows for a level of budgetary governance that is truly impressive. You can break down annual budgets with extreme granularity and use the approval workflow to ensure everything is validated by the right people.

What really sets it apart now is the ability to track real-time spending against planning data. It’s exactly the kind of performance and visibility every agency dreams of having, and seeing how far the feature has come is a great testament to the product’s growth.

What does a well-structured Camphouse onboarding look like, and what makes the difference between one that goes smoothly and one that doesn't?

In my experience, a well-structured onboarding is essentially a change management strategy. It starts with identifying internal champions, power users who act as the vital bridge between Camphouse, the advertiser, and the agency teams. The real difference between a smooth rollout and a difficult one lies in the initial gap analysis. You have to deeply understand their current ways of working to ensure that while we are standardizing their data, we are also solving their specific pain points without being too rigid for the end users.

The technical transition itself requires a very disciplined approach, for instance when migrating historical data. A smooth onboarding always includes a rigorous UAT and sign-off process so that the client feels ownership of the tool before it goes live.

But the most critical factor is the training culture. We ensure everyone completes the Camphouse Academy certification, but we don't stop there. We follow up with deep-dive sessions for specific questions and provide a dedicated hypercare phase immediately after launch. Ultimately, the onboardings that go smoothly are the ones where we prioritize user confidence and adoption as much as the software configuration itself.

What's your top tip for helping teams drive adoption of Camphouse across their organisation?

My top tip is to take the time to map out the different roles within your team before diving into technical training. By identifying specific Personas, you can pinpoint the exact workflows and actions each user truly needs. Instead of a 'one-size-fits-all' approach, you can customize your training content so everyone focuses only on what is relevant to their daily tasks.

This not only prevents users from feeling overwhelmed but also empowers them to master their specific scope with confidence. When a tool feels tailor-made for your job, it quickly moves from being 'just another software' to becoming an indispensable part of your daily routine!

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