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Platform-Based Solution for International Marketing Agency
  1. case
  2. Platform-Based Solution for International Marketing Agency

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Platform-Based Solution for International Marketing Agency

itransition.com
Advertising & marketing
Media

Challenge

The agency faces data silos, lack of process transparency, and limited business agility due to the proliferation of disparate IT systems (project management, lead generation, accounting) adopted by various teams. This hinders data-driven decision-making, collaboration, and efficient workflows.

About the Client

A global marketing agency providing strategy, consultancy, and marketing services to large enterprises, governmental bodies, and NGOs.

Project Objectives

  • Improve data governance across all systems.
  • Enable data-driven decision-making.
  • Enhance business transparency and visibility.
  • Increase operational agility and efficiency.
  • Integrate disparate business systems into a unified platform.

Functional Requirements

  • Centralized project management
  • Lead management and tracking
  • Document management system
  • Workflow automation
  • User role management with granular access control
  • Reporting and analytics dashboard
  • Integration with existing systems
  • Standardized business process workflows

Preferred Technologies

Odoo
Salesforce

Required Integrations

  • Potential integration with existing accounting systems
  • Potential integration with other specialized marketing tools

Key Non-Functional Requirements

  • Scalability to accommodate future growth
  • High performance and responsiveness
  • Robust security measures to protect sensitive data
  • Mobile accessibility
  • Customization capabilities

Estimated Impact

Implementing this platform-based solution is expected to improve operational efficiency by reducing manual tasks and streamlining workflows. Enhanced data visibility will enable better decision-making, leading to improved client outcomes and increased revenue. The unified platform will also boost collaboration and agility within the agency.

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