People
Designers, coordinators and studio load
Each person carries their projects, concurrency, hours logged and allocation across the coming weeks.
Why it matters here The firm’s cost is people and its risk is how many projects each one carries.
In practice Two designers on five projects each.
Workflows
Studio hours, activities and utilisation
Hours are attributed to project, phase and activity, distinguishing design, sourcing, coordination and site.
Why it matters here A design fee that funds procurement time is priced wrongly, and only attribution shows it.
In practice Forty-two per cent of hours not against a fee line.
Work
Projects, phases and deliverables
Each project carries its phases, deliverables, hour budget, revision allowance and current position.
Why it matters here A fixed fee needs an hour budget to be a commercial position rather than a hope.
In practice Four projects past their hour budget.
Relationships
Clients, vendors and contractors
Vendors carry performance across every project they touch: lead times quoted against delivered, quality issues, and pricing.
Why it matters here Vendor patterns are firm-level facts hidden inside project-level incidents.
In practice Delays on three projects traced to two vendors.
Orders
Fees, budgets and project margin
Fee stages, procurement margin, additional rounds and attributed cost sit against the project.
Why it matters here Profitability is fee minus attributed hours and procurement position, and both must be current.
In practice Fee against attributed cost, live per project.
Records
Specifications, selections and approvals
Specifications, selections, revisions and client approvals attach to the project and room.
Why it matters here What was approved and when is what governs a later dispute about a change.
In practice Client approval recorded against the selection it covers.
Reports and analytics
Utilisation, margin and vendor reporting
Studio utilisation, hours by activity, project margin, revision counts and vendor performance come from the records.
Why it matters here The firm is a capacity business selling fixed fees and needs both sides measured.
In practice Hours by activity across all live projects.
Verity AI
Ask the studio a question
Verity AI answers from your own project, hours, vendor and fee records, respects permissions, and can create assigned follow-ups.
Why it matters here The useful questions are about where hours went and which projects are losing.
In practice "Which projects are past their hour budget?" returns four with fee position attached.
Communication
Client and vendor correspondence
Approvals, revision requests and vendor chases attach to the project and selection they concern.
Why it matters here A revision request is the start of a fee conversation and needs to be on the record.
In practice An additional revision round recorded against the allowance.
Control
Spend authority and approvals
One permission model and one audit trail covering procurement commitments and client-facing approvals.
Why it matters here Committing client money needs a defined authority in a firm with several designers.
In practice Procurement commitments above a threshold routed for approval.
Locations
Sites, studio and storage
Site visits, installations and material holding are recorded against projects.
Why it matters here Site time is a cost that rarely appears in a design fee.
In practice Site hours per project against fee.