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Chat with Delamain
Ask me to build anything
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Tom Keefe9:00 AM
I'm tracking lobbyist workloads in spreadsheets, client assignments in Salesforce, and revenue in a separate report. I need a dashboard that shows me who's overloaded, which clients need attention, and where to hire next.
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Delamain9:01 AM
Got it, Tom. Let me make sure I scope this right — a few questions before I start building:
1. Team data source — how should I load your lobbyist roster?
AUpload a spreadsheet with names, titles, practice areas, and assignments
✓Connect to Salesforce and pull team records directly
CDescribe the team structure and I'll build profiles
DStart with the top 10 lobbyists, add the rest later
2. Utilization tracking — what data feeds should I use?
AJust client assignment counts as a proxy for workload
BClockify time tracking data for actual billable hours
✓Combination of time tracking, client count, and revenue contribution
3. Client portfolio — how should I classify engagements?
ASimple list — client name and assigned lobbyist
BTiered — platinum/gold/silver based on revenue with practice area mapping
✓Full profile — tier, revenue, issue areas, assigned team, engagement status, and risk flags
4. Alerts — what should trigger notifications?
AManual only — I check the dashboard when I want
BThreshold alerts — notify me when anyone exceeds 90% utilization
✓Smart alerts — utilization spikes, single-point-of-failure clients, practice area stress, and AI rebalancing suggestions
5. Analytics depth — how much detail do you need?
ABasic — team utilization and client counts
BStandard — add revenue by practice area and QoQ trends
✓Full — revenue analytics, utilization distribution, AI-powered resource optimization recommendations
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Tom Keefe9:03 AM
1. B — Salesforce has the complete roster
2. C — I want the full picture, not just one metric
3. C — full profiles, the tier system is exactly how we think about clients
4. C — smart alerts with rebalancing suggestions, that's the whole point
5. C — full analytics with the AI recommendations
2. C — I want the full picture, not just one metric
3. C — full profiles, the tier system is exactly how we think about clients
4. C — smart alerts with rebalancing suggestions, that's the whole point
5. C — full analytics with the AI recommendations
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Delamain9:04 AM
Two more quick ones before I build the spec:
6. Practice area breakdown — how should I organize the 7 areas?
AFlat list — equal weight to all practice areas
BHierarchical — Government Affairs as the anchor with sub-practices
✓Independent — each area with its own utilization target, headcount, and revenue benchmarks
7. Cross-staffing — should I recommend when lobbyists from one practice could support another?
✓Yes — this is key for us, especially Defense lobbyists helping on Tech accounts with defense implications
BOnly flag it when a practice area is critically overloaded
CNo — we keep practice areas siloed
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Tom Keefe9:05 AM
1. C — each area should have its own benchmarks, they're very different businesses
2. A — cross-staffing flexibility is one of our biggest advantages, I want to see those opportunities
2. A — cross-staffing flexibility is one of our biggest advantages, I want to see those opportunities
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Delamain9:06 AM
Perfect, Tom. Here's the spec I've drafted — it covers Salesforce integration for team and client data, multi-signal utilization tracking via Clockify, practice area benchmarking across all 7 areas, tiered client portfolio management, smart capacity alerts with AI rebalancing recommendations, full revenue analytics, and cross-staffing opportunity detection. Take a look and let me know if there's anything you'd change.
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Tom Keefe9:10 AM
This is exactly what I need. Build it.