Client Details
- Market: Europe
- Industry Vertical: Marketing Agency
- Objective: To create a unified view of projects, budgets, and team performance by connecting fragmented systems and improving operational visibility across the agency.
- Primary Goal:To enable real-time tracking of project progress and budget utilisation, ensuring better control over profitability and delivery.
- Secondary Goals:
- Improve visibility into team workload, productivity, and billability
- Align sales, delivery, and time tracking data across JIRA, Harvest, and HubSpot
- Support more effective resource planning and decision-making
- Reduce risk of budget overruns and improve overall project performance
- Establish a scalable foundation for future operational and reporting improvements
Driving Project Visibility and Profitability Through Connected Operations
Helix Growth designed and implemented a connected operations solution for a growing agency, creating a unified view across projects, budgets, and team performance. By bringing together previously fragmented systems, the agency was able to move from limited visibility to real-time oversight of delivery and commercial performance.
Tech stack: JIRA, Harvest, HubSpot, custom integrations and centralised reporting layer
The challenge:
- No single view of all active projects and their status across JIRA, Harvest, and HubSpot
- Limited visibility into budget utilisation vs hours spent, impacting profitability tracking
- Disconnected systems across sales (HubSpot), delivery (JIRA), and time tracking (Harvest)
- Lack of clarity on team workload, productivity, and billability
The approach:
- Introduced a standardised structure to align data across JIRA, Harvest, and HubSpot
- Connected project, time, and task data to create a unified view of delivery
- Designed a centralised reporting layer to surface key operational and financial metrics
- Enabled visibility into project status, budget consumption, and team activity in one place which served as a central tool for project management
The results:
- Established a single source of truth across JIRA, Harvest, and HubSpot
- Enabled real-time visibility into project health and budget performance
- Improved resource planning and workload management
- Increased transparency into productivity and billability
- Strengthened commercial control and reduced risk across project delivery
- Created a scalable operational foundation to support continued growth