Challenge
The Media Planning Tool was conceived as an essential add-on to Argus, the award-winning management and lead generation platform. The key challenge was to eliminate the need for account managers to manually transfer media planning data from Salesforce into Argus—an inefficient, error-prone process that was slowing down campaign delivery and causing downstream issues for finance and operations.
Approach
We partnered with account and campaign managers from both the UK and US to deeply understand their workflow pain points. From there, our MVP development team designed a prototype of the tool, applying an iterative UX/UI process to ensure the solution fit naturally into users’ daily tasks.
Key areas of focus included:
Process Automation
Automated the flow of media planning data from Salesforce to Argus
User-Centric Design
Refined the UX through multiple design iterations with direct input from campaign managers
Cross-Team Collaboration
Aligned features with operational, marketing, and finance needs
Performance Testing
Conducted extensive QA to ensure accuracy, speed, and scalability
Outcome
The Media Planning Tool now allows media managers to create campaigns 30% faster, while also reducing input errors by 20%. As a result, the finance team benefits from a single source of truth for invoicing and reporting—boosting overall productivity across departments.
Timeline
Discovery & Prototyping
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Q2 2023
Development & Launch
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Q3 2023
Technologies Used
Cloud Infrastructure
Azure
Backend
Python
FastAPI
Integrations
Salesforce API
Frontend
React.js
