Marketing Portal 2018-03-16T07:40:41+00:00

Marke­ting Portal

Sales & Marketing Use Case


Design workflows to support a central marketing portal where users can go to create and obtain advertising and communications materials such as ads, posters, collateral and more.


  • Using TAP, online self-service forms are easily designed that guide users through the process of obtaining marketing support elements.
  • Forms are linked to marketing elements database/hosting site where users can select marketing support elements, then personalize and order them.
  • Submitting a request kicks off the workflow, which routes requests to appropriate gatekeepers for review, if necessary; multiple approval levels can be defined.
  • The workflow connects with your brand asset repository/customization system.
  • Brand consistency can be ensured via forms design and embedded business logic.
  • Workflows can integrate with an enterprise’s data, email, fulfillment, printing, shipping and payment processing platforms, whether in-house or third party.
  • Centralized dashboard permits oversight of all marketing portal workflows and activities.


  • Supports efficient, automated marketing support processes while streamlining them and reducing costs.
  • Frees marketing/creative personnel from mundane and time-consuming tasks.
  • Delays and errors are eliminated via workflow and form standardization.
  • Consistent and reliable collaboration and support between marketing departments and stakeholders enhances teamwork and morale.
  • Generates secure workflow audit record for transparency and governance purposes.
  • E-signature integration standardizes secure approvals.
Client - United Healtcare

“Hands down, ThinkSmart is a joy to partner with, our business is very fluid and requires flexibility and speed to market. Tarryn and team have been fundamental in our recent project success.“

Emilio Estvan Velasco
United Healthcare