Case Study
Automated Client Intelligence Portal
November 1, 2025
Eliminating manual reporting by unifying cross-platform ad data into a live client view, saving 20 hours weekly.
For digital agencies, "Report Day" is a profit killer.
Our client, a boutique growth agency with 25 employees, was losing valuable Account Manager time to spreadsheets. Every Friday, their team spent hours manually downloading CSVs from Meta, Google Ads, and TikTok, cleaning the data, and pasting it into static client presentations.
We built a custom infrastructure to kill the spreadsheet and automate the insight.
Note: Identities have been anonymized for privacy. Detailed case studies are available upon request.
The Challenge: Data Silos
The agency was scaling, but its operations weren't.
Manual Friction: 20+ hours per week lost to copy-pasting data.
Latency: Clients had to wait until Monday to see Friday's results.
Error Rate: Manual entry led to frequent pricing and performance discrepancies.
The Solution: A Live Intelligence Portal
We moved them off static spreadsheets and into a dynamic, custom-built web application.
Unified Ingestion: We built a middleware layer that pulls live data from the Meta Marketing API, Google Ads API, and TikTok Business API every hour.
Client-Facing Dashboard: We deployed a secure Next.js frontend where clients can log in 24/7 to view their performance metrics in real-time.
Asset Management: A built-in approval workflow allowing clients to review and approve creative assets directly in the portal, eliminating messy email threads.
The Technical Stack
Frontend: Next.js (React) for a fast, SEO-friendly client portal.
Backend: Node.js for API orchestration.
Database: PostgreSQL for structured campaign data storage.
Auth: Secure role-based access for Agency Staff vs. Clients.
The Impact
The results were immediate and measurable.
20 Hours Saved: Per Account Manager, per week. The team now spends that time on strategy, not data entry.
Zero "Report Days": Reporting is now continuous and automated.
Client Retention: The "Premium" feel of a custom dashboard allowed the agency to increase its retainer fees while improving client satisfaction.
The Verdict: By treating reporting as a product, not a task, the agency transformed a cost center into a competitive advantage.

