Case Study
Internal Operations Dashboard for Scaling Agency
Replacing fragmented reporting systems with a centralized operational dashboard, structured task management workflows, and real-time performance visibility.
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Business Context
The agency was growing quickly but lacked centralized reporting. Project tracking was scattered across Slack, spreadsheets, and task tools. Leadership had no real-time operational visibility.
Core Operational Gaps
Disconnected Reporting
No single dashboard for revenue, delivery progress, or team performance metrics.
Task Visibility Issues
Project bottlenecks were discovered too late, causing delayed client deliverables.
Manual Admin Work
Staff manually updated spreadsheets instead of relying on automation-integrated systems.
System Architecture Built
Central Operations Dashboard — Revenue tracking, active projects, delivery timelines, and performance metrics.
Structured Workflow Logic — Automated task assignment, project status tracking, and escalation triggers.
Real-Time Reporting — Leadership-level visibility with live KPI summaries and pipeline forecasting.
Automation & Data Sync
Integrated CRM systems, task management tools, and reporting databases to eliminate manual updates.
Automated alerts for overdue deliverables, budget thresholds, and performance anomalies.
Cross-platform sync ensuring data consistency across operations, finance, and leadership dashboards.
Operational Outcomes
+42%
Improvement in project delivery speed-55%
Reduction in manual admin processesFull Visibility
Leadership-level real-time performance tracking