← Shannon Lunsford
OPERATIONAL AUDIT · TIME TRACKING · WE ARE ROSIE

Re-architecting how a talent marketplace tracks time

A four-stream operational audit, a unified data architecture, and a rigorous build-vs-buy evaluation — synthesized into a phased rollout and taken to leadership for sign-off.

Role
Senior Product Manager — initiative owner
Company
We Are Rosie
Timeframe
2026
Status
Approved · rollout in progress
4
operational teams audited end-to-end
87
requirements scored across 12 candidate tools
Buy vs. build
analysis behind the recommendation
Hrs→min
projected weekly cycle reduction
// context

Operations were running on spreadsheets, portals, and people

Across the company's operational teams, three truths kept surfacing: spreadsheets were the real operating system, portals were just submission mechanisms, and people were the integration layer holding it all together. Time tracking sat at the center of that — feeding invoicing, client reporting, and revenue.

The weekly time-tracking cycle consumed hours of manual work, depended on knowledge that lived in individual people's heads, and required synchronous handoffs between teams just to reconcile the same underlying data. It worked — but it didn't scale, and it was fragile.

// the problem

One dataset, four teams, and no shared source of truth

framing the work

This wasn't a "pick a better time-tracking tool" problem. It was an operating-model problem: every team was answering a different question from the same data, with no shared layer underneath. The tool decision could only come after the architecture.

// discovery

A four-stream audit before any solution

I ran a structured audit across the four teams that touch time data — operations, client experience, finance, and the cross-team handoffs between them — documenting every workflow, pain point, and edge case. Grounding the findings in real day-in-the-life stories made the abstraction legible to leadership and surfaced the requirements that a tool would actually have to meet.

// the architecture

One data layer, four role-specific views

The synthesis was a single operating model: every input flows into one shared data layer, and each team reads from it through a view built for the question they own — then automated outputs replace the manual reconciliation that used to happen in meetings.

INPUTS DATA LAYER ROLE VIEWS OUTPUTS Time entries Client orders Rate cards Approvals Unified data layer one source of truth Operations view Client experience view Finance view Cross-team handoffs Automated invoicing Client reports Utilization views Reconciliation
Anonymized reference architecture — four teams, one operating model.
// evaluation

A rigorous build-vs-buy decision, not a gut call

With requirements in hand, I built a scoring model of 87 must-have and nice-to-have requirements across 12 candidate tools, then ran a build-vs-buy analysis weighing a configured platform against a custom build on cost and time-to-value. A short list of tools cleared the must-have threshold, and the analysis pointed clearly toward buy — giving leadership a defensible, numbers-backed recommendation rather than a preference.

// rollout & change management

A phased plan designed for adoption, not just delivery

// stakeholder alignment

Taken to leadership — and approved

I ran the leadership review with the company's operating executives, walked them through the findings and the proposed rollout, surfaced concerns early, and left with explicit approval to proceed to vendor evaluation, along with confirmed commitments from each team lead and named owners for the change-management pillars.

outcomes — secured & projected

Secured: executive sign-off, one operating model agreed across four teams, and a defensible tool recommendation. Projected as the rollout lands: the weekly time-tracking cycle compresses from hours to minutes, and synchronous cross-team reconciliation meetings become exception-only.

Note: this initiative is in active rollout — discovery, architecture, and the decision are complete; efficiency figures are validated targets, not yet realized results.

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