Services company, 40 to 80 staff
One operations dashboard in place of five spreadsheets
Operations ran on a tangle of shared spreadsheets that nobody fully trusted. We built a purpose-made dashboard with roles, approvals and live reporting, connected to the systems they already used.
These are representative example engagements, written to show our approach. Companies are anonymised and the measures are the targets we agree up front, not guaranteed results.
The challenge
- Five spreadsheets tracked the same work in slightly different ways, so numbers rarely agreed.
- Approvals happened over email and were hard to audit.
- Leadership had no live view of workload, only a monthly summary assembled by hand.
Our approach
01
Find the single source of truth
We mapped which data lived where and agreed one owner for each field.
02
Build around the process
Roles, approvals and views shaped to how the team actually works, not a generic template.
03
Integrate
APIs and scheduled syncs into the systems they already used, so nothing had to be retyped.
04
Weekly demos and handover
A working release every week, then documentation, training and full code ownership.
What we measure
Spreadsheets in daily useFrom five to none
Time to assemble the monthly reportHours to minutes
Approvals with a clear audit trailAll of them
Built with
React dashboardREST APIsPostgreSQLRole-based access
Updated 15 October 2026Next: Invoices posted to accounting without retyping