Operations Analytics

Executive Operations

Visibility across your service delivery.

We aggregate data from your CRM, timesheets, and ticketing systems into executive dashboards tracking account profitability, staff utilization, and SLA compliance.

  • Unified BI dashboards tracking core metrics (Staff Utilization, Realization Rates, SLA Breaches) across the entire BPO or agency
  • Account margin analytics identifying which specific clients are consistently over-serviced and unprofitable
  • Real-time ticket or task tracking showing operations managers exactly where bottlenecks are forming
01 · Live Decision MakingIdentify that a specific support tier is about to breach their SLA and reallocate staff instantly.
02 · Margin VisibilityInstantly see how much profit you made on a specific fixed-fee retainer after accounting for all logged hours.
03 · Pipeline AccuracyTrack exactly how many digital briefs converted into actual signed Statements of Work (SOWs).
04 · Automated ReportingEliminate the days spent manually merging ticketing data and timesheet exports in Excel for the monthly client review.

Data silos hide true account profitability.

Service executives are forced to make strategic decisions with fragmented data. If sales data is in Salesforce, timesheets are in Harvest, and support tickets are in Zendesk, calculating the true realization rate of a specific client account is nearly impossible.

01

Hidden Margin Erosion

Management doesn't realize that a specific account team is consistently over-servicing a client, destroying the margin on the retainer.

02

SLA Surprises

A major enterprise client threatens to churn because leadership had no visibility into a string of missed support SLAs last week.

03

Reporting Fatigue

Operations managers spend hours every week manually extracting and merging data from different systems to build the weekly 'Flash Report'.

The deliverables

Command centers for service leadership.

We engineer data aggregation platforms that give Managing Directors the real-time insights needed to optimize utilization and protect margins.

01 · Core

Live Operations Control Towers

High-level visual dashboards tracking live staff utilization, ticket volumes, and SLA health against targets.

BIDashboardsOperations
02 · Core

Data Warehousing

Pipelines that extract data from disparate systems (CRM, Timesheets, Ticketing) and normalize it in a highly secure cloud data warehouse.

ETLCloudData
03 · Core

Realization & Margin Analytics

Visual tools to track the true profitability of accounts by merging standard billing rates with actual hours logged.

AnalyticsDataFinance
04 · Core

Automated Client Reporting

Dynamic engines to instantly generate branded PDF or web reports for clients, proving SLA adherence and value delivered.

ReportingOperationsAutomation

Featured Agency Platform

Transforming client delivery.

See how we helped a global design agency replace fragmented email feedback loops with a custom React collaboration portal, accelerating project sign-offs by 40%.

Creative TechClient Portals

Project Overview

Secure, centralized collaboration.

We developed a portal where enterprise clients log in via SSO, securely review brand assets, leave time-stamped video feedback, and approve final deliverables—all synchronized with the agency's internal Monday.com boards.

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Frequently Asked Questions

Common questions about marketing tech.

How do you handle massive file uploads (e.g., 4K video) in portals?

We integrate specialized cloud storage architectures like AWS S3 with Transfer Acceleration directly into the frontend. This allows clients to upload multi-gigabyte files directly to the cloud without timing out the web server.

Can you integrate with Project Management tools like Asana or Monday.com?

Absolutely. We build API middleware so that when a client clicks "Approve" in the external portal, the corresponding task in your internal PM tool is instantly marked as 'Done', preventing double-handling.

Do you build real-time SLA dashboards for BPOs?

Yes. We build "Control Towers" that ingest ticket data from Zendesk or Salesforce in real-time, visually alerting operations managers if a client's Service Level Agreement is at risk of being breached.

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From stunning agency websites to massive digital asset managers and SLA dashboards, we build software that scales your service delivery.

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