Agency Client Management | Multi-Project Workflows
Manage multiple agency clients with GitScrum: multi-project dashboards, client collaboration spaces, time tracking for billing, and portfolio views across all accounts.
4 min read
Agencies face unique challenges managing multiple clients with different expectations and timelines. GitScrum provides multi-project visibility, client collaboration features, and resource management tools that help agencies deliver excellent client work while maintaining team efficiency.
Agency Project Structure
Multi-Client Organization
AGENCY PROJECT HIERARCHY:
┌─────────────────────────────────────────────────────────────┐
│ AGENCY WORKSPACE │
├─────────────────────────────────────────────────────────────┤
│ │
│ CLIENT: ACME CORP │
│ ├── Website Redesign [Active] Q1 2024 │
│ ├── Mobile App [Active] Q1-Q2 2024 │
│ └── Support Retainer [Ongoing] │
│ │
│ CLIENT: BETA INC │
│ ├── E-commerce Platform [Active] Q1-Q2 2024 │
│ └── Marketing Automation [Planning] Q2 2024 │
│ │
│ CLIENT: GAMMA STARTUP │
│ ├── MVP Development [Active] Q1 2024 │
│ └── UX Research [Complete] │
│ │
│ INTERNAL │
│ ├── Tool Development [Ongoing] │
│ └── Team Training [Ongoing] │
└─────────────────────────────────────────────────────────────┘
Resource Allocation
TEAM CAPACITY PLANNING:
┌─────────────────────────────────────────────────────────────┐
│ WEEK OF JAN 15-19 │
├──────────────┬──────────────────────────────────────────────┤
│ DEVELOPER │ PROJECT ALLOCATION │
├──────────────┼──────────────────────────────────────────────┤
│ Alex │ ████████░░ ACME Website (80%) │
│ │ ░░░░░░░░██ Internal (20%) │
├──────────────┼──────────────────────────────────────────────┤
│ Maria │ ██████░░░░ Beta E-commerce (60%) │
│ │ ░░░░████░░ Gamma MVP (40%) │
├──────────────┼──────────────────────────────────────────────┤
│ Chen │ ██████████ ACME Mobile (100%) │
├──────────────┼──────────────────────────────────────────────┤
│ Jordan │ ████░░░░░░ ACME Support (40%) │
│ │ ░░░░████░░ Beta E-commerce (40%) │
│ │ ░░░░░░░░██ Training (20%) │
└──────────────┴──────────────────────────────────────────────┘
Client Communication
Project Updates
CLIENT UPDATE TEMPLATE:
┌─────────────────────────────────────────────────────────────┐
│ WEEKLY STATUS: ACME Website Redesign │
│ Week of January 15, 2024 │
├─────────────────────────────────────────────────────────────┤
│ │
│ PROGRESS: │
│ ✓ Homepage design approved │
│ ✓ Product page templates complete │
│ → Contact form development (in progress) │
│ ○ Blog integration (next week) │
│ │
│ METRICS: │
│ • Sprint progress: 75% complete │
│ • Budget used: 45% ($22,500 of $50,000) │
│ • Timeline: On track for Feb 28 launch │
│ │
│ DECISIONS NEEDED: │
│ • Approve blog category structure │
│ • Confirm newsletter integration approach │
│ │
│ NEXT WEEK: │
│ • Complete contact form │
│ • Begin blog integration │
│ • Content migration planning │
└─────────────────────────────────────────────────────────────┘
Client Collaboration
CLIENT ACCESS LEVELS:
┌─────────────────────────────────────────────────────────────┐
│ │
│ STAKEHOLDER (Read-Only): │
│ • View project progress │
│ • Access reports and dashboards │
│ • Comment on deliverables │
│ │
│ APPROVER: │
│ • All stakeholder permissions │
│ • Approve/reject deliverables │
│ • Prioritize backlog items │
│ │
│ COLLABORATOR: │
│ • All approver permissions │
│ • Create and assign tasks │
│ • Full project participation │
│ │
│ Note: Internal discussions and estimates │
│ kept separate from client-visible areas │
└─────────────────────────────────────────────────────────────┘
Billing and Time Tracking
Project Economics
PROJECT FINANCIAL TRACKING:
┌─────────────────────────────────────────────────────────────┐
│ ACME WEBSITE REDESIGN - Financial Summary │
├─────────────────────────────────────────────────────────────┤
│ │
│ CONTRACT: │
│ Type: Fixed Price │
│ Total: $50,000 │
│ Payment Schedule: 30% / 40% / 30% │
│ │
│ INVOICED: │
│ Invoice #1: $15,000 (Paid) ✓ │
│ Invoice #2: $20,000 (Pending) ⏳ │
│ Invoice #3: $15,000 (Not yet) │
│ │
│ TIME TRACKED: │
│ Estimated hours: 450 │
│ Actual hours: 235 │
│ Remaining: 215 estimated │
│ │
│ PROFITABILITY: │
│ Target rate: $111/hr │
│ Current rate: $106/hr │
│ Status: ⚠️ Slightly below target │
└─────────────────────────────────────────────────────────────┘