CASE STUDYMarketing Services4 weeks
Agency Workflow Automation
Digital marketing agency (15 people) · Marketing Services
Agency was drowning in manual processes: client reporting, content approvals, task assignments. Team spending 30% of billable time on admin.
Key Outcomes
Admin time reduction
30% → 8%
Report generation
2hrs → 3min
Approval cycle
5 days → 2 days
The Challenge
Agency was drowning in manual processes: client reporting, content approvals, task assignments. Team spending 30% of billable time on admin.
My Role
Audited existing processes, designed automation solutions, implemented core workflows.
Actions Taken
- Mapped 12 core agency workflows and identified automation opportunities
- Built automated client reporting system pulling data from 4 tools
- Created content approval workflow with Slack integration
- Implemented automated task assignment based on project triggers
- Set up client portal for real-time project status
Outcomes
- Reduced administrative time from 30% to 8% of billable hours
- Client report generation time: 2 hours → 3 minutes
- Content approval cycle time: 5 days → 2 days
- Team morale improved—less 'busy work', more client-facing time
Stack
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