IAS Campaign Management Platform
Streamlining Campaigns for the Buy Side

Background
Managing campaign setup for digital advertising is often labor-intensive and reliant on client services (CS) teams for manual data entry, reminders, and process tracking. To improve efficiency and empower clients to take control of their campaign workflows, a new system was developed to simplify setup, reduce manual tasks, and automate key processes, enabling faster launches and improved oversight.

The Challenge

  1. Client Dependence on CS Teams:
    Clients required extensive support to complete tasks such as tag building, campaign setup, and distribution. This dependency created bottlenecks and inefficiencies.

  2. Manual Processes for CS Teams:
    CS relied on tools like Google Docs, email reminders, and manual tracking to manage campaign setup workflows, resulting in errors and delays.

  3. Data Management Issues:
    The lack of an integrated system for billing, auditing, and task monitoring caused inconsistencies and made reporting difficult.

The Solution: Automated Campaign Setup Platform

This new platform empowered clients to manage their own campaign workflows while providing CS teams with automated tools to monitor and support the process effectively.

Key Features:

  • Step-by-Step Campaign Setup:
    A guided and intuitive interface simplified the setup process, ensuring clients could complete tasks with minimal support.

  • Tag Building and Distribution on Demand:
    Clients could create and distribute partner tag files instantly, reducing reliance on CS teams.

  • Automation of Redundant Tasks:
    Processes like Statement of Work (SOW) creation and distribution, email alerts, and reporting were fully automated, saving time and improving accuracy.

  • Dashboard for Campaign Oversight:
    A centralized dashboard organized campaigns by status, allowing users to track progress and prioritize tasks easily.

  • Alerts for Delays:
    Email and in-app notifications highlighted delayed launches, late SOWs, and other critical issues, enabling timely intervention.

  • Efficiency Tools:
    Features like campaign duplication, settings import, and quick access to recently viewed campaigns minimized repetitive tasks.

  • Task Launcher:
    Allowed users to quickly implement in-flight changes, ensuring campaigns could adapt to evolving requirements.

The Results

1. Empowered Clients:
Clients gained independence in managing their campaign setups, significantly reducing the workload for CS teams. This freed up resources for more strategic client support.

2. Increased Efficiency for CS Teams:
By automating repetitive tasks like SOW creation and reminders, the platform reduced manual errors and enabled CS teams to focus on high-value activities.

3. Improved Campaign Tracking:
The dashboard and alerts provided real-time visibility into campaign status, helping both clients and CS teams address delays and issues proactively.

4. Enhanced Data Accuracy:
Automated workflows ensured accurate billing and auditing data, reducing discrepancies and improving client satisfaction.

5. Faster Launches:
The streamlined setup process minimized delays, allowing campaigns to go live more quickly and with fewer errors.

Conclusion

The automated campaign setup platform transformed the way clients and CS teams managed digital advertising workflows. By simplifying setup, automating tasks, and improving visibility, the system not only increased operational efficiency but also enhanced the overall client experience.

This case exemplifies the power of automation and user-centric design in addressing industry pain points, delivering measurable value to both clients and internal teams.