Internal Reporting
The tool you would use to see how much time we've spent on a project.
What is Harvest?
The unit of measurement that we use to demonstrate progress / work / output to clients, for the purposes of monthly reporting.
What is hours?
The system we have recently adopted to report progress, KPIs, hours, and other metrics to clients.
What is Google Sites?
The amount of time and effort team members should have to spend creating reports.
What is "As little as possible?"
The application we have integrated to add information and context to Harvest tasks.
What is Asana?
The tool we use (often in conjunction with Agency Stack) to create dashboards for clients on things such as paid/organic social.
What is Agency Analytics?
The amount of automation we currently use to present project data to clients.
What is none?
The amount of time it takes for us to understand a project's profitability in 6 months from now.
What is "none?"
This application tracks expenses like contractors and software fees, creating a holistic accounting for each project.
What is Harvest?
Our proprietary software tool that integrates data from multiple sources and fosters rich, in-depth analysis through compelling data visualizations.
What is Spike Hero?
The number of times in a week a team member uses an Asana dashboard to inform a decision they make.
What is zero?
The unit of measurement we use to report resource use / allocation to clients.
What is dollars?
The tool we can use to plan staff workloads and anticipate choke points and overutilization.
What is Forecast?
The application we have historically used to generate client facing reporting documents.
What is Canva?
The last time someone used Forecast to help anticipate a scheduling crunch or excessive demand on their time.
What is the early Jurassic period? (What is "No one knows?" is also an acceptable answer.)
The tool Steve has his eye on to help integrate our reporting capabilities?
What is Zapier?
The number of contractors and agency partners we currently aggregate hours from.
What is 8?
The number of clients we currently have hours-based allocations we need to report on?
What is 5?
The amount of time staff collectively spends creating reports for clients each month.
What is "Way, way too much?" ("What is [number over 20] hours?" is also an acceptable answer."
The way in which we determine which tools to report with, how to report with them, and what we report to clients.
What is "A consistent, templated format based on project type and characteristics that requires a minimum amount of effort?"