CASE STUDY // CRM · Executive Systems
FounderCommand Center
A founder/CEO operating layer surfacing cross-company activity, finance, and staff data in one view.
- Role
- Designed the data aggregation logic and decision-support views surfaced to the founder.
- Context
- Personal, internal business-systems architecture project, companion to the Multi-Company CRM Operating System.
- System Type
- Founder Operating Layer / Decision Dashboard
- Status
- Documented
- Priority
- Primary
- Stack
- Perfex CRM
Problem
A founder overseeing multiple companies needed one place to see operational, financial, and staffing signals instead of checking each system separately.
Context
Personal, internal business-systems architecture project, companion to the Multi-Company CRM Operating System.
Role & Ownership
Designed the data aggregation logic and decision-support views surfaced to the founder.
SCOPE CLARIFICATION
This is internal operating-layer and dashboard architecture, not a formal employment engagement. It is designed to centralise founder visibility across projects, sales, finance, payroll, staff activity, and action-required signals — built on top of the Multi-Company CRM Operating System.SYSTEM DESIGN
Architecture
Aggregates project activity, sales pipeline, finance values, and payroll visibility across companies, with staff activity and attendance red-flag detection, intercompany mismatch alerts, and current account balances surfaced against action-required finance items. Monthly filtering and KPI/performance logic structure the view.
SCOPE NOTE
Built as an operating layer on top of the CRM Operating System's data model.
KEY CAPABILITIES
What it does
Project activity and sales pipeline visibility
Finance values and payroll visibility
Staff activity and attendance red-flag detection
Intercompany mismatch alerts
Current account balances and action-required finance items
Monthly filtering and KPI/performance logic
TECHNICAL STACK
Technologies used
CAPABILITY PROOF
What this proves
Ability to design executive-facing decision-support tooling — translating operational noise into signal for a founder.
CAPABILITY DOMAINS EVIDENCED
RELATED CASE STUDY
CRM Operating System
Multi-Company CRM Operating System
CAPABILITY LAYER
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