Case study

Birchgold: the morning dashboard

20+ hours a week back · birchgold.com

Birch Gold Group emblem beside an operations chart

Birch Gold Group runs a busy operations desk. The numbers it needed each morning were spread across spreadsheets, inboxes, and manual exports, and the picture had to be rebuilt by hand every day.

What we built

Internal dashboards that show live work, exceptions, and owners in one place, plus the automations that keep them current. The desk opens these screens first thing, before email.

The Birchgold morning dashboard on a desk

What changed

About twenty hours a week of spreadsheet handoffs are gone. Everyone works from the same numbers, and stuck items are visible before they become a problem.

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