People & decisions
Sales, account owners, project leads, and the people assigning capacity and approving scope changes.
Software for creative agencies.
Agency operations often span sales, delivery, staffing, and reporting; a useful system must connect the handoffs.
Discuss the workflow ↗Connect the handoffs.
- Lead
- proposal
- project
- utilization
- margin
- client health
Each handoff needs an owner, a reliable record, and a path for the case that does not fit the usual sequence.
Map the parts software must respect.
Records that matter
Lead, proposal, project, allocation, delivery status, and the definitions behind margin reporting.
Exceptions to map
Out-of-scope work, staffing changes, delayed approvals, and sales promises that delivery cannot meet.
One workflow, end to end.
Choose the handoff that creates the most friction. Trace it from intake to completion, including the records people rely on and the exceptions they resolve manually.
Agree the review point
Define who will use the first slice, what completion means, and what evidence will tell us whether it helps. Review that before extending the system.
Bring the current reality
A form, spreadsheet, example record, or walkthrough of a difficult case is a useful starting point.
START WITH THE CONTEXT
Show us where work gets stuck.
Bring the existing records and one difficult handoff. We can define a bounded analysis before implementation.
Show the workflow ↗