Thomas Agency Group: Agency Command Center

Overview

Thomas Agency Group is a marketing agency. Their command center is a Metrix-built console with an operations overview at the top, an operational-health score made from stock levels, timesheet approvals and billing, and a register for every part of the work underneath it.

Challenge

An agency's numbers live in five places at once: what was quoted, what is on retainer, what is due this week, what is in stock for the next event, and who worked which hours. Each is simple on its own. The cost is in reconciling them, and in the things that fall between.

Solution

One console, every role. Client portal, proposals built from line items and printed to PDF under the agency's name, retainers with hours tracked against the monthly period, a timeline with every dated record in lanes, and tasks with an owner and a date on each. Operations: inventory measured against each item's own reorder point, time and pay with approvals, invoices and cash. Every register carries who changed it and when, and anything past its date goes on the bell and to the top of What To Do Next.

Results

Built and running on its own Metrix subdomain. Operational health is scored from three measures and nothing else, and the console labels which rows are samples.

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