What is the Agency Management case study about?

A unified operating system for creative agencies | consolidating clients, projects, billing, and team capacity into one calm, opinionated workspace. ZiyadX delivered this as product design · ux · front-end architecture for Confidential | Creative Operations Group.

What results did Agency Management achieve?

Agency Management outcomes included Month-End Close (-78%), Tools Consolidated (6 → 1), Billable Utilization (+34%), Internal NPS (4.8). The platform is now the single screen every studio lead opens in the morning | a quiet operating layer the agency runs on.

What is the Agency Management case study about?

A unified operating system for creative agencies | consolidating clients, projects, billing, and team capacity into one calm, opinionated workspace. ZiyadX delivered this as product design · ux · front-end architecture for Confidential | Creative Operations Group.

What results did Agency Management achieve?

Agency Management outcomes included Month-End Close (-78%), Tools Consolidated (6 → 1), Billable Utilization (+34%), Internal NPS (4.8). The platform is now the single screen every studio lead opens in the morning | a quiet operating layer the agency runs on.

What technologies powered Agency Management?

Agency Management was built with React, TypeScript, Tailwind CSS, PostgreSQL, tRPC. Full stack details are documented in the case study.

Can ZiyadX take on a project similar to Agency Management?

Yes. If you need similar saas / operations / dashboard work, explore our Custom Software Development service or contact the Mumbai studio to brief a comparable engagement.

Who was Agency Management built for?

Agency Management was delivered for Confidential | Creative Operations Group (2025) with ZiyadX as product design · ux · front-end architecture.

SaaS / Operations / Dashboard

AgencyManagement

Client

Confidential | Creative Operations Group

Role

Product Design · UX · Front-End Architecture

Year

2025

Context

Overview

A unified operating system for creative agencies | consolidating clients, projects, billing, and team capacity into one calm, opinionated workspace.

The Challenge

Operations leads were juggling six disconnected tools to run the agency. Status updates lived in chat, retainers lived in spreadsheets, and nothing reconciled cleanly at month-end.

Goals

01Replace six tools with one focused workspace
02Surface real-time capacity and burn at a glance
03Cut month-end close from five days to one
04Make the data trustworthy enough to bill from

Act II | Process

ResearchtoBuild

Fig. 01 | Research Plate

Research

Shadowed three agencies for two weeks each. Mapped every recurring decision an ops lead makes in a day and traced where the data lived. The pattern was unanimous | context-switching, not workload, was the real cost.

Fig. 02 | Design System

Design

Built the IA around four nouns | Client, Project, Person, Invoice | and made every screen answerable to one of them. Designed the dashboard last, on purpose: it had to summarise truth, not invent it.

Fig. 03 | Build Surface

Development

Typed end-to-end with a shared schema between API and UI. Optimistic mutations, server-driven validation, and a hard rule that no view could exceed two database queries on first paint.

Fig. 01 | Research Plate

Research

Fig. 02 | Design System

Design

Built the IA around four nouns | Client, Project, Person, Invoice | and made every screen answerable to one of them. Designed the dashboard last, on purpose: it had to summarise truth, not invent it.

Fig. 03 | Build Surface

Development

Typed end-to-end with a shared schema between API and UI. Optimistic mutations, server-driven validation, and a hard rule that no view could exceed two database queries on first paint.

Act III | Proof

ShippedWork

F/01

Unified client & project workspace

F/02

Live capacity planning across teams

F/03

Retainer & milestone billing engine

F/04

Role-based dashboards with saved views

F/05

Audit-grade activity timeline

StackReactTypeScriptTailwind CSSPostgreSQLtRPC

Fig. 04 | Solution in Context

We replaced fragmented tooling with a single source of truth. Every number on the dashboard is traceable to a row | no exports, no reconciliation, no Friday-afternoon spreadsheet panic.

Act IV | Impact

Results

Primary Metric

-78%

Month-End Close

6 → 1

Tools Consolidated

+34%

Billable Utilization

4.8

Internal NPS

Key Learnings

Operations software wins on calm, not features. Every component we removed during beta lifted adoption.

Act V | Exit

Conclusion

The platform is now the single screen every studio lead opens in the morning | a quiet operating layer the agency runs on.

Next Project | 02 / 20Corporate / Enterprise / Web

AgencyManagement