The Situation

Managing the content creation process across clients for a growing digital marketing agency is no small feat. Working with Leslie Burke, Bohu Digital’s Director of Operations, Savannah Lee, freed her team from manual processes and scaled up their workflows for efficiency, accuracy and visibility across their distributed team members.

The Challenge

Savannah and her team were using spreadsheets to track the status of tasks. And not just one spreadsheet...several different spreadsheets for the various clients and team members. This required time-consuming manual changes to be made in multiple locations every time there was an update.

The Solution

Leveraging Airtable’s user-friendly relational database and powerful automation capabilities, Bohu Digital partnered with Leslie Burke to create a bespoke system that would be a single source of truth for their core business operations. Their system routes work to the appropriate team member, sends automated reminders and notifications when deadlines are approaching and tracks team productivity. It includes a portal for clients and contractors to access their assigned items and generates client invoice line items.

The Result

Hours of time spent managing manual processes have been recaptured, allowing Savannah & her team to spend more time creating the marketing content that drives their clients’ success. Now that’s something to smile about.