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Our client, a 22-person full-service marketing agency, came to 5day.io stretched thin in a familiar way: profitable on paper, but running resourcing without proper visibility. Their customer success team had to constantly pad timelines because they couldn’t gauge the team’s availability. All new pitches got scoped against hope instead of bandwidth. It’s the question we hear from agencies constantly: how to improve resource utilization when the data everyone’s working from is constantly stale.
The breaking point came when a new client win turned into a three-day scramble to figure out who could pick up the work. That’s when they decided to get a dedicated marketing operations software and move to 5day.io. This case study walks through exactly how that shift let them increase resource utilization from 58% to 76%. Download it to see the specific views and workflow changes 5day.io made possible.
By getting real-time visibility into who’s over- or under-booked. 5day.io’s workload view pulls live data from active tasks, so utilization problems show up as they happen instead of after payroll numbers don’t add up.
Replace manual tracking. That is the number one culprit. Get a tool like 5day.io with a live capacity view tied to task assignments. That’s the change that moved our client’s utilization rate the most.
Centralize workload data across every project and client in one view instead of tracking each account separately. It helps you rebalance work across teams before the overload hits.
Not usually. It’s often a visibility problem because teams manage workload on data that’s already stale. 5day.io closes that gap by keeping capacity data live.