FirstTeam Marketing: Project Management Automation
FirstTeam Marketing automates task tracking, deadline alerts, and project visibility for 50+ simultaneous campaigns.
The Challenge
FirstTeam Marketing was losing more than 15 hours every week manually tracking deadlines, deliverables, and progress across 50+ simultaneous client campaigns. Project updates lived across spreadsheets, email threads, and Slack messages, leading to missed reminders, inconsistent reporting, and frequent last-minute escalations.
Leadership lacked real-time visibility into campaign health, making it difficult to allocate resources proactively or surface blockers early. The manual overhead was slowing down the team's ability to scale operations.
Our Approach
A centralized operations platform was deployed with intelligent automation for task assignment, deadline reminders, Slack alerts, and overdue escalations. The system created a unified source of truth, eliminated manual tracking, and introduced real-time visibility for leadership.
Implementation Phases
Interviewed team leads, mapped existing workflows, identified integration points.
Designed database schema, configured custom fields, established automation rules.
Built Slack integration, deadline reminder engine, escalation triggers, and reporting dashboards.
Conducted training sessions, gathered feedback, refined workflows for live deployment.
System Architecture
Campaign tasks, deadlines, project updates
CRM automation engine, Slack API triggers, reminder logic
Centralized project dashboard, real-time alerts
Results & Impact
Project completion time reduced across all campaigns
All client deadlines met since deployment
Manual tracking hours redirected to strategic work