Deployment record
The Tidewater reporting engine
How East River Agents rebuilt the back office at a nine-person marketing agency: monthly client reporting, billing, and onboarding, one workflow at a time, inside the six systems the team already used. What the team saw each day once it ran.
9 people · 6 connected systems · 4 months in production
Sample deployment record. Tidewater Creative is a fictional client and every number here is illustrative.
5 chapters · documented engagement
- 01DiscoveryThe audit mapped three processes and surfaced eleven opportunities
- 02SetupSOPs compiled, systems connected, four agents configured
- 03Team viewsWhat the account lead, the owner, and the bookkeeper saw each day
- 04Under the hoodHow the agents trigger, check, draft, ask for approval, act, and learn
- 05OutcomesThe results after four months in production