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Case study 02 · B2B SaaS · Productivity

Flo.

One place for a team's work, requests, approvals and time.

RoleProduct, design and build
TimelineOctober 2026
PlatformWeb app, business portal, admin portal, mobile
StatusWorking concept on sample data
Flo main screen
01 · the problem

Work lives in five places. Nobody can see all of it.

Most teams plan in one tool, take requests in chat and email, run meetings in a calendar and track time somewhere else. Each one is fine on its own. Together they leave the same gaps: a request from another team gets lost in a thread, a manager can't see who is overloaded, and the hours that feed client invoices are rebuilt from memory on a Friday.

Cross-functional work suffers most. Sales asks Legal for a contract review, Design asks Engineering for a fix, and the ask has no owner, no due date and no way to say no politely.

So the brief: one place where a person sees their day, a team sees its load, and a business sees where the time and money went.

02 · key decisions

Six bets that shaped the product

01

Requests are first-class

Asks between teams get an owner, a reply-by date and an accept, decline or counter, so nothing waits silently in chat.

02

Limits before lists

Each person has a work-in-progress limit and a top three for today. Flo nudges before people overcommit.

03

The calendar is part of the plan

Meetings sit next to tasks, and free slots can be blocked for focus in one click.

04

Time tracking built in

Timers, timesheets, approvals, billable rates and invoices live with the work, not in a second tool.

05

Approvals where work happens

Sign-offs and timesheet approvals go to the right approver with the context attached.

06

Built for many businesses

Each workspace has its own people, plan and settings, with a business portal for owners and an admin portal for the Flo team.

03 · time and money

From hours worked to an invoice

Toggl-style tracking runs inside Flo: start a timer from any task, log meetings from the calendar, and submit a weekly timesheet for approval. Rates and budgets sit on each project, with alerts at 80% and 100% of budget.

Reports turn that into utilisation by person, estimates against actuals, a CSV export and a printable invoice per client with VAT.

04 · three portals

One product, three audiences

Team members use the app. Workspace owners run members, roles, approvers, security and billing in the business portal. The Flo team runs every workspace from the admin portal: plans, trials, credits, suspensions, feature flags and support tickets, with staff access levels and an audit log.

05 · how I'd measure it

What success looks like

The north star is weekly active teams that run their week in Flo, measured alongside:

  • Requests answered by their reply-by date
  • Share of tracked hours approved without changes
  • Trial workspaces that invite a second team within 14 days
06 · what I took away

Fewer tools beats more features

The hardest calls were about what to leave out. Every feature had to earn its place by removing a step somewhere else, which is the same test I apply to any platform roadmap.