One operating system for a 100M SEK Nordic agency.
Ellie is a custom business system used daily by 20 people across a 50-person agency — connecting projects, rate cards, costs, quotes, invoices, profitability, customers and AI in one place.
Before Ellie
Before Ellie, the business ran across SharePoint, Monday and Excel — with no shared operational view.
Projects
Different project structures depending on who created them.
Finance
Costs, invoices and profitability lived across disconnected workflows.
Forecast
No single shared picture of confirmed projects, forecast and profitability.
The system
Ellie connects the operation.
Every project carries a unique project number — rate cards, costs, quotes, invoices, P&L, customer context and AI all connect back to it.
How Ellie works
Seven connected capabilities.
- 01
Project operations
Unique project ID + shared project structure.
- 02
Pricing
Rate cards + services.
- 03
Financial control
Costs + supplier invoices.
- 04
Commercial workflow
Quotes + customer invoices.
- 05
Business performance
P&L + forecast + confirmed work.
- 06
Customer intelligence
CRM + project/customer history.
- 07
Ellie AI
Context + operational actions.
AI, inside the system
AI that works inside the operating system.
Ellie builds operational context from projects, rate cards, services, suppliers and historical activity — so the AI doesn't start from zero with every question.
Ellie can also create project items, add work directly into projects and match subcontractor quotes using context already available inside the system.
This is operational AI. Not a standalone chatbot.
Question
Demo data"What is our average price for a 4×5m printed wall — and which supplier do we normally use?"
Understands
- Historical average price: ≈ 8,200 SEK (last 12 similar walls).
- Usual supplier: Supplier A — used on 9 of the last 12.
Acts
Added to Project DEMO-001
Illustrative example. Synthetic data — not real pricing, suppliers or projects.
One system, role-based
Different roles. Same underlying system.
Project lead
- Projects
- Pricing
- Delivery status
- Project context
Finance
- Costs
- Invoices
- P&L
- Profitability
Management
- Forecast
- Confirmed work
- Portfolio / business overview
Ellie AI
Shared intelligence across the operating system — available to every role above, not a separate view.
Before → after
What actually changed.
Before
- SharePoint
- Monday
- Excel
- Individual project setup
- Fragmented operational overview
After
- Ellie
- Shared project structure
- Structured rate cards
- Connected costs + invoices
- P&L / forecast
- Customer context
- Operational AI
"Monday has been fully replaced."
"SharePoint and Excel have almost disappeared from day-to-day operations."
Result
One shared operating layer for the business.
Today, approximately 20 people use Ellie daily to run projects, manage costs, work with quotes and invoices, monitor profitability, understand customers and use AI inside the same operating environment.
Built to evolve
Built to evolve with the company.
Ellie was not designed as a fixed SaaS product. It was built around the agency's real workflows, and can continue evolving as services, roles, processes and business needs change. dot&dash doesn't force a company into a predefined software template — the system is built around the business.
Need something similar?
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