Portal
4 Case Studies
A Portal Case Study
Advertai Marketing, an 11-person digital agency, faced a challenge managing complex client and white-label partner projects with a scattered toolset including ClickUp, Google Forms, and Markup. This disjointed system created a poor client experience, preventing them from differentiating themselves in a competitive market. They turned to the vendor Portal and its Assembly platform to consolidate this process into a single, branded client portal.
Using Portal's Assembly, Advertai built five custom apps, including a comprehensive Message Center, to replace five external tools. The solution streamlined internal workflows, saved project managers significant time, and provided a professional, unified portal that clients praised. This differentiated client experience became a key competitive advantage, helping to strengthen existing relationships and attract new agency partners.