Developed new internal portal to keep clients organized.
Youtech's client account information was scattered across multiple software platforms and marketing tools, making it difficult for clients to access marketing reports, brand assets, team information, and campaign data efficiently and reliably. The unorganized approach led to data inconsistencies and poor visibility into marketing performance both from the internal teams and client perspective. A unified client portal was needed to integrate data from various marketing channels and CRM platforms into a single, organized source of truth in order to gain trust in the information.
Client
Youtech Client Portal
Industry
Digital Marketing
Year
Ongoing - In Development
Scope of Work
UI / UX Design
Research
Prototyping
Wireframing
Tech Stack
Figma
Maze
Vue
Laravel
Teamwork
The Challenge
The unorganized nature of the client information across multiple platforms and software created several issues:
Project managers and team specialists spent valuable time manually collecting data from different data sources to match back to ensure complete accurate data
Clients and team specialists had to maintain multiple logins for various platforms
Brand assets were stored across various software and tools on the client end and internally (Dropbox, Google Drive, Box, etc.)
Clients were frustrated having to navigate multiple platforms to view different data
Internal specialists struggled with data accuracy
Project Goals
Create a centralized dashboard that pulls data from all marketing channels automatically
Reduce project manager reporting time
Improve client relationship with reporting process
Establish one single source of truth for all marketing and client data
Research & Discovery
Most of the research was done through internal surveys and internal meetings with our teams in a group setting
Internal Teams - SEO, PPC, and Social teams were interviewed in a group that related to what they do specifically on the accounts in mind
Users were sent account surveys and then interviewed in monthly 1:1s based on their survey responses
Analyzed current data and tracked open rates and views of current data platforms in use
Design Process
Wireframing & Prototyping
Low-fidelity wireframes focused on layout options, data visualizations, and content organization
High-fidelity prototypes focused on interactive data filtering, report building, notifications, and asset management
Usability Testing
Conducted rounds of testing with all of our project managers, senior specialists, and top clients
The Solution
Core features after testing
Unified Dashboard
Real-time data integration
Automated report generation
Account notifications
Asset Management
Quick-share capabilities
Centralized asset documentation library
Team Collaboration
Internal commenting system
Approval workflows
Activity logging
Reporting System
Custom report builder
Scheduled reports
Multi-format exports
Historical data comparison