Although we spend most of our time building Domo solutions for clients, we also love an opportunity to leverage Domo to automate the visualization of our own data. Most recently, we used Domo to automatically update our clients on how much time we have spent on their projects.
The Problem: Manual Google Sheet Updates
At One Analytics, we track the time we spend on client projects within Harvest for internal purposes (billing, payroll, etc.). However, we also provide clients with updates on how many hours have been spent that month or over the course of a retainer. We historically provided these updates by pulling the data from Harvest and then manually adding it into a Google sheet for each client.
The process was inefficient, susceptible to manual errors, and not scalable. Most importantly, it took away from time that could have been spent working on client projects.
The Solution: Domo
We used Domo to solve this problem. (You can create a free trial here. Setting up a trial takes minutes and doesn’t require a credit card. Trials have the full functionality of Domo, letting you assess the platform for yourself for 30 days.)
We pulled our Harvest data into Domo using a pre-built connection and were able to quickly build each client a dashboard with tables and charts that showed how much time we have spent on their behalf. We then granted each client access to their respective dashboard.
The dashboards require no manual intervention, giving us more time to work on our clients’ projects.
Thinking of your own Domo use case?
If you’re curious about additional ways to use Domo, check out how we used Domo Workflows to automate our PTO approval process.
Looking to set up your own instance? Have an existing instance you want additional support for? Reach out to us today!
