Development of a Modern Workflow and Partnership Management Platform for Marketing Agencies

The client relies on an outdated, legacy workflow management system built in 1998, which hampers productivity due to its limited functionality and aging infrastructure. The system's inflexibility increases operational costs, as frequent updates require external freelance developers. Additionally, with only 30% of users being native English speakers, the existing UI does not adequately support international users, affecting usability and efficiency in global partnerships.

A mid-size marketing agency specializing in managing collaborative marketing campaigns and partnerships for large clients across diverse sectors, seeking to modernize their workflow management system.

• Replace the legacy workflow management system with a modern, scalable platform that enhances productivity and business process flexibility.
• Develop an intuitive user interface with multilingual support to accommodate a diverse, international user base.
• Implement features for workflow management, budget monitoring, activity tracking, audit logging, and market spend capture to support strategic marketing collaborations.
• Reduce operational costs by enabling in-house updates and maintenance through a flexible, easily configurable system.
• Deliver a solution capable of supporting future growth and integration needs, with improved performance and user experience.

• Workflow management module for creating, assigning, and tracking marketing activities
• Budget and spend tracking dashboard with real-time updates and alerts
• Comprehensive audit logging an activity history for accountability and compliance
• Multilingual user interface with localization support for international users
• Market spend capture tools to record and analyze marketing expenditures
• Role-based access controls to secure sensitive data and functionalities
• Configurable update mechanisms enabling in-house modifications without external developers

• Accounting and financial systems for budget reconciliation
• CRM platforms for client and partner management
• Localization and translation services for multilingual support

• System scalability to support increasing user base and data volume
• High performance with minimal latency, ensuring smooth user experience
• Robust security protocols to protect sensitive financial and partnership data
• Easy maintainability with modular architecture for future feature expansion

The new platform is expected to significantly enhance operational efficiency through workflow automation and user-friendly interfaces, enabling the client to better support international partnerships. Anticipated outcomes include reduced operational costs, increased user adoption, and improved project oversight by providing real-time tracking, audit trails, and flexible update capabilities. Overall, the improved system aims to increase project delivery effectiveness and support future growth initiatives.