Case Study: How Meza Analytics Streamlined Project Management and Client Reporting with LGN Collaborations
Client Overview
Meza Analytics is a boutique data consultancy based in Denver, Colorado, specializing in data-driven insights and operational analytics for small and mid-sized businesses.
With a growing team of analysts and project managers, Meza needed a scalable system to manage internal collaboration and client reporting more efficiently.
The Challenge
As Meza’s client base expanded, their existing tools and processes began showing signs of strain. The team relied on a mix of Notion, Asana (basic plan), and Clockify to manage projects, but the lack of consistent structure and clear ownership caused confusion and delays.
Key pain points included:
Overlapping workflows and inconsistent use of project tools
Limited visibility into project status and time tracking accuracy
Difficulty managing multiple client dashboards
Lack of standardized practices for tool usage and updates
Meza’s leadership wanted a unified system that could bring order to their project management process, improve accountability, and enable more professional client-facing reporting.
The Solution
LGN Collaborations conducted a comprehensive process audit to assess Meza’s current workflows, tool configurations, and team habits. From there, LGN Collab designed a set of targeted refinements and training initiatives to elevate both performance and clarity.
Key steps in the solution:
Process Audit: Reviewed all current tools and workflows (Notion, Asana basic, Clockify) to identify bottlenecks and redundancies.
Tool Optimization: Recommended upgrades to Asana Pro for advanced project tracking and use of Notion for client dashboards and centralized documentation.
Team Agreements: Developed clear team agreements outlining how each tool would be used across projects for consistency and accountability.
Training and Onboarding: Delivered live walkthroughs and recorded training sessions within the tools, ensuring easy access for current and future team members.
The Impact
Within weeks of implementation, Meza Analytics experienced measurable improvements in productivity and transparency.
Quantifiable results:
25% faster project completion rates
Significant reduction in duplicated work and reporting errors
Full team adoption of new tool protocols
Clearer ownership and accountability across departments
The Bottom Line
By partnering with LGN Collaborations, Meza Analytics transformed their toolset into a cohesive, streamlined system. The result: smarter workflows, more effective client communication, and a confident, connected team ready for growth.
