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Project file — Social Solicitors / House of Prints — page 04Agency operations

Agency Workforce & Client Management System

The internal system an agency runs on: people, clients, tasks, focus and access.

Case StudyInternal Systems

An internal operations dashboard covering employee/HR management, client management, task and project boards, focus tooling, analytics and access control.

Business context / industry
Built for internal agency use; there is no public URL.
Business problem
Agency delivery was spread across disconnected tools, making workload and client status hard to see.
Objective
Bring workforce, client and task data into one operational view.
Vatsal's role
  • Coordinated the requirements for the system
  • Contributed to the specification of workflows and roles
Team / collaboration
Specification coordinated with founders and the internal development team.
Process / execution
  1. Gathered requirements from operations and delivery staff
  2. Mapped roles and permissions
  3. Specified boards, analytics and reporting views
Solution & features
  • Employee / HR management
  • Client management
  • Task and project boards
  • Focus mode and pomodoro tools
  • Analytics charts
  • API key management
  • Role-based access
Tools / technology
Internal web stack · Analytics tooling
Visual evidence

From the archive

Photograph slot[PROJECT SCREENSHOT — SOCIAL SOLICITORS OS]Real photograph to be placed here — no stock imagery used.
Agency Workforce & Client Management System — real screenshot slot.
Learning
Internal tools reveal the real process — writing the spec forced the agency to admit how work actually flowed.
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