client management Portal
A Good Problem To Have
When we first created Townsquare Interactive, the idea started by solving a common problem with our parent company Townsquare Media: clients advertising on our radio stations often were in need of websites for their audience. We initially started with a simple WordPress build, custom themes, and a custom self-serve CMS layer. We had little success in scaling it primarily because our clients did not want to manage their sites.
Then came version 2. Upon hiring Tim Pirrone, TSI opened a new office and built a team, turning it into a full-service product. This new era of TSI grew rapidly, which meant having the right tools to manage the clients internally. That’s when our client management portal was born. Dubbed CAP (Client Admin Portal), this portal housed many various tools over the course of its lifetime and continues to evolve.
tools Designed
Client Dashboards
Client Scheduling
Client Service Settings
Client Onboarding Tools
Sales Registration
Site Utilities
Employee Management
User Management
Report History Search
Cancellation Mgmt
Report Builders
QA Tools
the work
Initially I created a one-off design of a tool to pitch the concept. Afterwards, we hired an additional designer to work under my direction. We started with a table-based dashboard with client info and quickly built several tools. Over the years the portal has evolved, discontinuing or replacing tools as the organization changed.
As with many projects, I’m heavily involved in wireframes, design, and prototypes. I also help manage the FE frameworks. Initially we started with Bootstrap 3 and AngularJS. Over time it became readily apparent that we needed to update to Bootstrap 4. I managed the SASS build of the frameworks so they could work in tandem.
More recently, we have been moving to React and Tailwind which has created a need to create a new component library both in Figma and using Storybook. I have been mentoring a new design engineer to take on the FE build of the reusable components.
Client general status view.
Client search cards. Several points of contact, status, and tasks available directly from the card.
Client invoice modal. Date range picker and download options.
Client primary contact view, with option to add new contacts and select the best contact to show up in the client card view.
Client communications view. Several tabs available to manage emails, texts, and calls both in and outgoing. Data is provided by third party apps such as RingIO. On the right are several views ranging from client details, budget views, ticket history, and client 'health.'
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