About the Project

AgencyOS is an operations dashboard built to help agency owners monitor revenue, projects, leads, client activity, tasks, and business risks from one workspace. The platform combines daily operations, issue tracking, AI-generated insights, performance signals, and recommended actions into a clear decision-making experience.

Web Dashboard

Agency Management

AI Insights

Challenge

The main challenge was bringing scattered agency data into one clear operational view. Owners needed to identify urgent issues, monitor project and sales performance, manage daily work, and understand AI-generated recommendations without searching across multiple tools or dense reports.

Our Process

Discovery

We explored agency workflows, owner priorities, project risks, sales activity, and daily management needs to define the most important dashboard views.

Deliverables

User Needs

Business Goals

Workflow Mapping

Research

We reviewed agency management, project tracking, CRM, and analytics platforms to understand useful patterns for alerts, insights, tasks, and reporting.

Deliverables

Competitors

UX Patterns

Market Study

UI/UX Design

We designed a clean interface with performance cards, prioritized issues, work queues, AI insights, confidence signals, and clear recommended actions.

Deliverables

Wireframes

UI Design

Design System

Web Dashboard Development

The experience was structured around agency overview, attention items, personal work, activity, insights, reporting, projects, sales, and client performance.

Deliverables

Web App

Agency Operations

AI Integration

QA & Testing

We reviewed alerts, filters, task actions, insights, navigation, status states, and data hierarchy to keep daily agency management clear and consistent.

Deliverables

Usability Test

UI Testing

Bug Fix

Results

The final dashboard gives agency owners one organized place to understand business performance and act on issues quickly. Users can monitor revenue, active projects, leads, conversion, urgent blockers, personal tasks, and AI-generated insights while moving directly from detected problems to recommended actions.

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Our Approach

We focused on turning agency data into clear priorities rather than displaying information without context. Strong hierarchy, urgency levels, impact indicators, AI confidence signals, and action-focused recommendations help users understand what needs attention and what to do next.

Technologies

Figma

React

Node.js

5/5 Review

“AgencyOS gives us a much clearer view of what is happening across the agency. We can quickly see risks, project issues, sales opportunities, and priority tasks, while the AI insights help turn business data into practical next actions.”

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AgencyOS Team

Working on something? Let's talk.

Whether you run a SaaS startup, a healthcare practice, a real estate business, or a growing service company, if you need a design and engineering team that ships well and stays in the relationship, we'd love to chat.
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Web Design

Product Design

Brand Identity

Mobile App Design

Web Development

MVP Development

Full-Stack Development

AI & Automation

An AI-Powered Dashboard For Smarter AgencyOS

About the Project

Challenge

Our Process

Discovery

Research

UI/UX Design

Web Dashboard Development

QA & Testing

Results

Our Approach

Technologies

Other Case Studies

Working on something? Let's talk.