Marketing-ops pipeline
Content, influencer, PR, and ads activity on one board. Marketing and sales work tracked where the team can act on it.
B2B / go-to-market operations
TAVU
A real-time go-to-market dashboard with field data capture and financial automation, consolidating scattered marketing and sales activity into one source of truth the team can act on.
In-house product . TAVU
The challenge
The information that runs a marketing and sales team lives everywhere except where the team can use it: ad platforms, bank accounts, spreadsheets, drive folders, and whatever happens in the field. Pulling it together by hand is slow and stale by the time it’s assembled.
The hard part was consolidating fragmented sources into one coherent, trustworthy view; presenting dense information so it stays scannable and actionable; keeping field entry fast enough that data actually gets captured; and balancing real-time responsiveness with reliability.
How we built it
TAVU pairs a focused reporting dashboard with a lightweight capture tool, so data flows in from the field and surfaces as insight in one place.
- A single, clean dashboard view consolidates key marketing and sales metrics across content, influencer, PR, and ads work, built to be read at a glance
- A companion “Scan” capability captures data fast in the field and feeds the dashboard directly
- Integrated financial operations connects Meta Ads, Google Drive, and company bank accounts, automates bookkeeping, and tracks spend and cash runway in real time, with forecasting built in
- Installs to the phone, mobile-first so the team can use it wherever the work happens
Execution timeline
A program-wide timeline that turns scattered campaign work into a single, scannable view of what’s happening and when.
Financial ops
Connected to Meta Ads, Google Drive, and company bank accounts: automated bookkeeping with spend and cash runway tracked day over day.
Vendors
Suppliers and partners consolidated alongside the spend they drive.
Purchasing
Purchase activity captured in the same source of truth, so cost lands in the financial picture automatically.
Why it matters
TAVU shows Shift’s B2B and operational range: turning messy, real-world activity into clear interfaces a team can act on, and replacing scattered manual tracking with one dashboard. It shows the firm can design tools that field teams will actually use.
Built and shipped by Shift.
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