Internal Operations Dashboard
Professional Services
The Challenge
A growing professional services firm was managing projects, tasks, and team assignments across multiple spreadsheets and disconnected tools. This led to missed deadlines, unclear ownership, and difficulty tracking overall business performance.
The Solution
We designed and built a centralized operations dashboard that provides real-time visibility into project status, team workloads, and key business metrics. The system includes task management, time tracking, automated reporting, and integrations with existing tools.
Technical Approach
- 1Discovery sessions to understand workflows and pain points
- 2Custom dashboard built with React and PostgreSQL
- 3Role-based access control for different team levels
- 4Automated daily/weekly digest emails
- 5Integration with calendar and communication tools
The Outcome
The team now has a single source of truth for all project information. Managers can quickly identify bottlenecks, and leadership has real-time visibility into business performance.