Lack of planning is one of the top reasons why small businesses fail. Design firms are no exception.

Proper business planning is a by-product of disciplined engagement in the financial results of the firm. Key to this engagement is learning to understand profitability – the many factors that contribute to profitability – and considering those factors individually as well as in the aggregate.

DesignDocs provides designers with the ability to easily view critical data and run necessary reports to monitor profitability. This information is available at the “big picture” level of the firm down to the smallest level of detail (e.g., the profit on shipping for one item).

In this case study, we take a look at:

  • Item-level considerations

  • Project-level considerations

  • Aggregate firm performance considerations

Download this case study to learn how DesignDocs equips designers with the tools to measure and analyze profitability at every level of the business.


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