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Project Management & Operations

Project tracking & management for software companies — one dashboard to replace them all

TechTool helps software companies manage growth and complexity — tracking work distribution, employee availability, and client updates as teams scale. We designed a system that turns operational chaos into a single live view.

Client
TechTool
Timeline
2 months
Year
2024
Scope
UI/UX · Dashboard Design · Information Architecture
2 mo
Design to handoff
1
Dashboard replacing scattered tools
3
Core views: projects, team, clients
TechTool — Dashboard overview

The problem

As software companies grow past 10 people, the spreadsheet era ends — but the tools that replace it are rarely designed for how those teams actually work. TechTool came to us with a clear mandate: build a dashboard that gives managers visibility across projects, people, and clients without forcing them to switch between six different tools.

The core tension was information density vs. readability. Ops teams need a lot of data at once — but a wall of numbers is useless. The design challenge was figuring out what a manager actually needs to see at 9am on a Monday morning, and making that the default view.

What we designed

We mapped three distinct user goals: the CEO who wants a high-level view of company health, the project manager who needs to track delivery risk, and the team lead who needs to know who’s available for new work. Each goal needed a different cut of the same data.

  • Project dashboard — active projects, timeline health, delivery risk indicators
  • Team capacity view — who’s working on what, availability for new projects, utilisation rates
  • Client status board — relationship health, open items, last contact
  • Notification system — automated alerts for overdue tasks and capacity thresholds
“The key insight was that managers don’t need more data — they need fewer, better-chosen signals. We designed for decisions, not dashboards.”
TechTool — Team capacity view

Information architecture

The IA work was as important as the visual design. We ran two rounds of card sorting with TechTool’s team to validate what information belonged together, and which relationships between projects, people, and clients mattered most for day-to-day decisions.

The result is a system built around three navigation layers — overview, drill-down, and action — that lets managers move from a high-level status check to a specific task or client note in three clicks or fewer.

The result

TechTool shipped with a single unified dashboard replacing the combination of spreadsheets, Slack messages, and weekly status meetings that had been their ops infrastructure. The team reported that the project risk view alone saved a full meeting per week.

UI/UX DesignDashboard DesignInformation ArchitectureBranding
Project Details
ClientTechTool
IndustrySaaS / Ops
Duration2 months
Year2024
What We Delivered
Project dashboard
Team capacity view
Client status board
Design system
Branding
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