As a creative leader, I believe great work is only possible when the right people, processes, and visibility are in place. To help instill that from day one, I conceptualized and built a custom tool for our team—what I call the Operations Notebook.
This multi-functional framework was designed to centralize the moving parts of our business: tracking sales opportunities and close dates, mapping team roles across projects, and surfacing actionable insights on resourcing, utilization, and revenue. The tool includes a built-in feedback loop with real-time data on billability and team bandwidth across the last 4 weeks: empowering smarter staffing decisions, hiring strategies, and gap identification.
More than a tracker, this became a strategic lens into the health of the business. It created immediate value by aligning teams on priorities, reducing operational blind spots, and helping leadership make better decisions, faster.
Lack of centralized visibility into sales pipeline, staffing, and team utilization made it difficult to plan ahead and scale efficiently.
I created the Operations Notebook, a dynamic, internal tool that connects the dots between opportunity, people, and performance.
Sales Tracker: View open opportunities, projected close dates, and pipeline health
Team Mapping: Track who’s staffed on what, with defined roles tied to future skills matrix
Custom Reporting: Real-time visibility into billability, revenue, and utilization (rolling 4-week view)
Immediate visibility for leadership
Smarter, faster staffing decisions
Identified gaps early → informed hiring plans
Created a repeatable framework for operational growth