Anonymised client engagement · Creative agency
From month-end hindsight to daily control of job profitability
A growing creative agency needed a dependable daily view of job-level profitability, after six months of internal and outsourced attempts had failed to produce one.
01
The challenge
The agency had spent months trying to create a dependable daily profit-and-loss view. Internal teams and external finance support had not been able to make the relevant data usable at the pace the business needed. By the time a project’s financial position was clear, there was often little opportunity to act.
02
What Woodlark built
Woodlark connected the agency’s financial and operational data, including its accounting platform, and developed a dashboard that showed daily, job-level profitability.
03
The change
The creative director could see work beginning to drift over budget sooner, as well as the work delivering healthy margin. That meant delivery, resourcing and commercial decisions could be made from current information, not month-end hindsight.
The system, in three words
Daily P&LJob costMargin
Live jobs
Drift since Monday
Website build flagged on Wednesday, not at month end
This is an anonymised Woodlark client engagement. Client identity, sensitive data and identifiable materials have been withheld.
You should not have to wait until month-end to see whether a job is working.
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