How the partners of an agency stopped micromanaging the team.
A project management and allocation platform builds each customer's schedule, respects the order of stages, puts everything on the team's calendar and tracks progress on its own.
Marketing agency
BCX
The system in use
What changed in the operation.
- Team management
Before The partners spent the day chasing tasks and goals and asking each person what had moved.
After Each customer's progress shows on screen, with no need to ask.
- Tools
Before The task board, the spreadsheet and each person's calendar didn't talk to each other. Someone synced everything by hand.
After The board, the schedule and the team's calendars live in a single system.
- Monthly content plan
Before Building each customer's schedule meant fitting stage after stage together by memory.
After The platform proposes the schedule respecting the order: planning, design, editing, approval.
- Partners' energy
Before Time went to collections, away from what only the partners do.
After The energy went back to customers, strategy and the team.
What was built.
- 01Monthly schedule for each customer built from the requests, with the dependencies between stages.
- 02Automatic allocation in the team's calendars, by role.
- 03Progress tracking tied to the task board, with no manual updates.
- 04Week and calendar view for the partners and for each person.
Want a system like this in your operation?
A conversation and an X-ray of your company. You leave with a map of what can be automated first.
