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Management SoftwareSaaSAI

From spreadsheet chaos to total control

Colibryx built its own ERP to eliminate Excel and Obsidian: now partners and the team have a unified view of capacity, margins, and pipeline.

20268 months
ClienteColibryx S.r.l.
IndustrySoftware Agency / Digital Services
Anno2026
Durata8 months
Cosa abbiamo fatto
  • UX/UI design for differentiated roles
  • Full-stack web application development
  • Calendar integration and automations
  • KPI Dashboard and financial reporting
  • Notification system and audit trail
Il progetto

ColibryxOS is Colibryx's internal management software: a system that unifies time tracking, resource allocation, CRM, rate management, and cost control into a single platform. Every piece of data exists in only one place: the negotiation client becomes the project client, quoted hours become the budget, logs feed real-time profitability.

La sfida

Scattered data, blind decisions

With 10 people, 6 parallel projects, and 15 active negotiations, Colibryx managed everything on Excel and Obsidian. There was no real-time view of available hours, project margins, or invoice deadlines. Every report required hours of manual work.

  1. 3+ weekly hours lost in reports and spreadsheet alignments
  2. Impossible to know when the team had capacity for a new project
  3. Project profitability calculated retrospectively, often with errors
  4. Sales pipeline and documents scattered across emails, drives, and notes
Our Approach
  1. 1

    Discovery

    Mapping of real workflows: how partners and developers worked, what data was needed, and where bottlenecks emerged. Definition of the Single Source of Truth principle.

  2. 2

    Architecture

    Modular design with linked data: quote → project → allocations → time tracking. Each entity feeds the next without redundancy.

  3. 3

    Development

    Phased implementation: first the core (time tracking, projects, CRM, rates), then calendar, capacity simulator, and advanced modules. Weekly iterations with partners.

  4. 4

    Integration

    Connection with Apple Calendar, API preparation for invoicing, HR flows. The system integrates with existing tools (ClickUp, GitLab) without replacing them.

The Solution

A single dashboard to govern the agency

ColibryxOS answers critical questions from partners at a glance: how much margin on each project, how many free hours the team has, when a new job can start, which negotiations are stalled. Developers only see what they need: hours to log, upcoming events, project documents.

Real-time profitability

Comparison of budgeted vs. actual hours for each project. Indirect costs automatically allocated. Burn rate and variance always up-to-date.

Capacity and simulator

View of available hours per department in the coming weeks. Simulation: "if this negotiation started, when would we have space?" Overbooking highlighted immediately.

Pipeline and negotiations

From first contact to signature: events, follow-ups, commercial source, discounts. Client history and conversion rate by price range.

Calendar and events

Meetings and calls synchronized with Apple Calendar. Event hours are automatically transferred to participants' time tracking.

Screenshot

Do you like what you see?

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