Case Study: TDA Group boosts project visibility and cuts client status requests with Quickbase

Customer Service Software Improves Project Status Visibility for TDA Group's Clients and Staff

The TDA Group, a Los Altos creative agency that produces marketing programs for Fortune 50 technology clients like IBM and Intel, struggled to manage increasingly complex, fast-moving projects using spreadsheets and email. Frequent ad‑hoc client status requests ate into staff time and threatened on‑time, on‑budget delivery, so TDA needed a scalable, web‑based, easy‑to‑customize reporting tool they could brand and run without adding IT overhead.

TDA deployed Quick Base and built the TDAC client access application in hours, giving clients and staff real‑time project visibility, automated reminders, alerts for billing, and role‑based security. Training and customization were minimal; ad‑hoc status research fell from about five hours a week to one, client satisfaction and billing speed improved, and the branded solution helped position TDA as a strategic partner while keeping costs down.

TDA Group

Bob Tabke

VP, Client Services and Business Dev, TDA Group