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Back to Case Studies
Case Study

Bringing Clarity to Creative Operations with a Custom Project & Resource Management System

Complexity Level

BeginnerIntermediateAdvanced

Project Brief

The Company Films (TCF), a media production agency based in the UAE, approached us for support with inventory management, pitch tracking, employee leave management, and general project management. The team faced challenges in monitoring remaining leave days and needed a visual system to easily identify when team members would be unavailable. They also required a centralized solution to track shoot items, props, costumes, and inventory, as well as to store information on shoot locations, directors, and the status of hard drives and content backups.

Through close collaboration and near-daily feedback, we developed a streamlined, tailored system that addressed their needs. The solution provided clear visibility over employee availability, improved management of production resources, and enhanced organisation of project workflows, enabling the team to operate more efficiently and with greater oversight.

Slide 1

Pitch:

TCF required a centralized system to track the status of pitches sent to prospective clients. Previously, they struggled to monitor each pitch’s progress and determine whether it had been won or lost. We developed a simple, streamlined list with one task per pitch, enabling the team to view all relevant information in a single, accessible location. This approach provided clear visibility into the stage of each pitch, improved organisation, and allowed TCF to manage their sales pipeline more effectively. By consolidating all pitch data on one screen, the team could make informed decisions and respond promptly to opportunities.

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Project Management:

TCF required a standardised folder template that could be easily duplicated for each client. They needed a centralised space to securely store all project-related documents, including scripts, vendor contracts, actor and extras agreements, and other essential files, whether confidential or non-confidential. In addition, they requested a task tracking list to manage ad-hoc tasks arising throughout the shoot. By implementing this structured system, TCF gained a consistent and organised approach to document management and task oversight, ensuring that all project information was easily accessible and that team members could efficiently track and complete tasks as needed.

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Database:

TCF required a centralised folder to track inventory, costumes, crew and vendors, directors, hard drives and backups, locations, and props. Previously, they struggled to monitor these items, often resulting in misplaced or lost resources after shoots. We implemented a comprehensive tracking system that allowed the team to monitor the status, location, and associated costs of all essential items. This solution improved organisation, accountability, and financial oversight, ensuring that every asset was accurately tracked and managed. As a result, TCF could efficiently coordinate resources, reduce losses, and maintain smoother operations across all productions.

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Leave Management:

TCF needed an efficient way to track employee leave and time off. We created a simple submission form for staff to record start and end dates and implemented a calendar view for a visual overview of availability. This solution streamlined planning, improved coordination, and provided management with clear visibility of team schedules.

FEATURED REVIEWS

“Upficient’s approach was not only highly professional but also tailored to our specific needs, ensuring that every aspect of the project was aligned with our growth objectives.”

“Upficient brought creative ideas to the table while demonstrating a reliable understanding of exactly what we needed built.”

“Upficient revolutionized our operations with ClickUp, streamlining workflow and enhancing productivity in our growing digital marketing agency. Highly recommended!”

“Upficient delivered a fully customized ClickUp setup that perfectly matched our workflow needs, with every detail executed flawlessly. Huge thanks to Chris for his expertise and responsiveness - deliverables were not only spot-on but also delivered right on schedule.”

Tom, Lento Agency(Argentina)
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