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Business Operations Case Study 04

Agency operating system — built from zero

Situation

Work at the agency was distributed across people, tools, meetings, and informal status updates, with no single source of truth for what was actually happening.

Task

Create that one source of truth for leadership — without making the operating layer heavy or slowing the team down.

Action

Designed a 10-database Notion OS connected to live Google Sheets reporting, then built out the dashboards, ownership fields, review workflows, leadership views, and reporting cadence around it.

Result

Leadership gained clearer control over priorities, risk, finance, delivery, and follow-through — with one system everyone actually used.

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