Customer story

Replacing a fragmented reporting workflow with one operational dashboard

62% reduction in weekly reporting overhead across operations and leadership.

Company
Northline Advisory
Published
February 26, 2026
Services
Workflow mapping, Product design
Lead
Operations Director
Northline Advisory
MH

“We stopped chasing updates across five tools and finally had a workflow the team could trust.”

Maya Holt
Operations Director

Northline Advisory had a common growth problem: too many systems, too many check-ins, and too little visibility across teams.

Northline Advisory had a common growth problem: too many systems, too many check-ins, and too little visibility across teams.

What should have been simple weekly reporting had turned into a manual coordination problem involving spreadsheets, Slack threads, and status updates that quickly went stale.

The approach

Huge Software mapped the team’s operating rhythm first, then translated that into a dashboard built around the decisions leadership actually needed to make.

The platform unified:

  • delivery status
  • approval checkpoints
  • reporting summaries
  • accountability across teams

The result

Instead of collecting updates manually, the business now works from one live system. Reporting became faster, cleaner, and significantly more useful because the dashboard reflected the team’s real workflow.

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