{"slug":"agency-delivery-dashboard","name":"Agency delivery dashboard","category":"Management","customer":"Owners of small creative and technical agencies","problem":"Project, staffing and financial views do not reconcile.","value":"For owners of small creative and technical agencies, turn project status, time records and approved budgets into agency management dashboard and action brief. Address the recurring problem: project, staffing and financial views do not reconcile. The value hypothesis is a more complete, reviewable deliverable with less repeated preparation; the pilot must establish whether that benefit is real.","format":"Evidence-backed analysis and reporting workspace","screens":"Key screens: Delivery overview, margin detail, capacity view. Open with a compact overview and filters for the relevant period or segment. Let users drill from each theme or metric into underlying records. Keep source definitions and missing-data notes near the result. Use an action panel to assign investigations and record what was learned. In this product, the first view is delivery overview, followed by margin detail and capacity view.","functionality":"1. Match project identifiers. 2. Reconcile budgets. 3. Track milestones. 4. Compare planned effort. 5. Highlight scope changes. 6. Produce owner briefs.","workflow":"Agree definitions, import authorized data, validate coverage and identifiers, compute transparent measures, group relevant evidence, review findings, assign investigations or improvements, and repeat on a comparable period. Start with project status, time records and approved budgets and finish with agency management dashboard and action brief.","ai":"Classify text, summarize evidence and propose explanations to investigate. Compute financial or operational measures with deterministic code. Separate observed patterns from causal claims and preserve examples that contradict the summary.","inputs":"Project status, time records and approved budgets","deliverables":"Agency management dashboard and action brief","admin":"Dataset permissions, field mappings, metric definitions, source drill-down, saved filters, reviewer annotations, recurring reports and action ownership.","mvp":"Begin with owners of small creative and technical agencies and one recurring use case. Build the first two modules: match project identifiers; reconcile budgets. Provide operator assistance for the third module: track milestones. Deliver agency management dashboard and action brief through a manual review queue. Perform other necessary full-scope functions manually during the pilot. Include all applicable access, accuracy and professional-review controls from the start.","expansion":"After paid pilots establish value, automate the remaining modules: compare planned effort; highlight scope changes; produce owner briefs. Add one validated source integration, reusable customer configuration and recurring delivery. Expand to additional teams, document formats or languages only after testing the new scope.","usp":"Combines delivery context with transparent project economics.","defensibility":"Domain-specific definitions, trusted source mappings and a history connecting findings to actions and observed results. For this solution, build around combines delivery context with transparent project economics. This advantage requires execution and accumulated customer trust; the base model alone is not a defensible asset.","alternatives":"Analysts, business intelligence dashboards, spreadsheets and general text summarization tools. Differentiate on this specific proposed advantage: combines delivery context with transparent project economics. Test it against the buyer's current method on the same task. Competitor coverage and uniqueness have not been established.","revenue":"Test USD 500-2,000 for an initial analysis of one bounded dataset. Offer USD 250-1,000 monthly for repeat reporting at agreed volume. Data cleanup and specialist analysis are separately priced. These are test ranges.","costs":"Data preparation, reconciliation, classification, expert interpretation, customer-specific definitions and recurring reporting support.","integrations":"Team updates, calendars, project records and agreed management routines. Read-only business data exports, reporting databases and task trackers. Reconcile source totals before scheduling recurring data refreshes. These are candidate integration categories, not verified supported connectors.","dependencies":"Stable identifiers, consistent metric definitions, deterministic calculations, source lineage and representative review samples. Poor coverage must remain visible.","pilot":"Analyze one historical period and review findings with the responsible domain owner. Reconcile headline measures, inspect counterexamples and ask the buyer to choose a concrete follow-up action. For this solution, use project status, time records and approved budgets and evaluate agency management dashboard and action brief. Agree success thresholds with the buyer before starting; collect a baseline for data reconciliation, decisions taken. A positive signal is payment and repeat use with acceptable quality and delivery cost, not a favorable demo reaction alone.","plan30":"Week 1: interview five prospective buyers in this segment: owners of small creative and technical agencies. Ask to see a recent example of the problem and their current process. Week 2: prepare this demonstration using authorized or synthetic material: a reconciled delivery and margin report. Week 3: present it through agency owner networks and seek one narrowly scoped paid pilot. Week 4: review data reconciliation, decisions taken, total delivery effort and a concrete renewal decision before increasing scope.","metrics":"Data reconciliation, decisions taken","channels":"Agency owner networks","leadMagnet":"A reconciled delivery and margin report","message":"Agency delivery dashboard for owners of small creative and technical agencies. Combines delivery context with transparent project economics. Demonstrate the claim through a reconciled delivery and margin report.","retention":"Repeat the same definitions each reporting period and track whether findings lead to useful action. Expand data sources without breaking historical comparability.","controls":"Confirm owners, decisions and commitments. Keep employee discussion notes access-controlled and avoid covert individual performance inference. Validate source access and reviewer availability during the pilot. Maintain customer-level access, data deletion controls and a record of final approvals.","crossSector":"Operations; Human Resources; Science and Research","fn":["Match project identifiers","Reconcile budgets","Track milestones","Compare planned effort","Highlight scope changes","Produce owner briefs"],"sc":{"opp":8,"pain":6,"feas":7,"now":7},"phases":[{"name":"MVP","scope":"One buyer segment, one recurring use case; first modules: match project identifiers; reconcile budgets. Manual review in the loop.","time":{"days":5,"label":"5 days"},"usd":9000},{"name":"Paid pilot","scope":"Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.","time":{"days":6,"label":"6 days"},"usd":11000},{"name":"Full product","scope":"Remaining modules: compare planned effort; highlight scope changes; produce owner briefs. Self-serve onboarding, billing, monitoring and the wider integration set.","time":{"days":11,"label":"2 weeks"},"usd":15500}],"running":[{"stage":"MVP and paid pilot","note":"about 3 customers","hosting":[30,60],"ai":[80,160],"total":[110,220]},{"stage":"Full product","note":"about 50 customers","hosting":[110,210],"ai":[880,1750],"total":[990,1960]}],"total":35500,"complexity":0.58,"days":22,"shot":true,"demo":true}