/ Case study /

Client Self-Service Portal

Eliminating the Brand Configuration Bottleneck: A Self-Service Portal That Gave Enterprise Clients Direct Control

  • 2

    Systems kept continuously in sync — the client-facing portal and the core research platform

  • 2

    Enterprise clients on the self-service model — the first live, a second in onboarding

  • 100%

    Client changes pass through governed staff approval before reaching the core research platform

/ 01 / Executive summary

Executive Summary

Primotly built a self-service brand management portal that allows enterprise clients of a global market research company to directly configure their brand and market data — bypassing the previous manual relay process. Designed originally at the request of one of the world's largest FMCG companies, the portal removes a significant operational bottleneck: clients can now add, edit, and deactivate brands and markets themselves, while a structured approval workflow ensures the research company retains full control over data integrity. Every change requires sign-off before it reaches the core research platform, balancing client autonomy with operational governance.

/ 02 / About the Client

About the Client

The client is a global market research enterprise operating in dozens of countries. They run research programs for large corporate clients — global FMCG companies, consumer electronics manufacturers, and other enterprise brands — who commission tracking studies and consumer research. These corporate clients have their own analytics teams and need to manage the configuration of their brands and markets within the research platform. (All details have been anonymized due to NDA.)

Services
  • Team Extension
  • Web Development
  • UI/UX Implementation
Industry

Market Research

Collaboration Model

Team Extension — Long-Term Dedicated Partnership

Team Size

2 people (1 Frontend Developer, 1 Backend Developer)

/ 03 / The challenge

The Challenge: A Manual Relay That Couldn't Scale

Enterprise clients of the research company regularly needed to update their brand and market configurations — adding new product lines, activating markets in new countries, adjusting brand tags and localizations. Without a self-service tool, every change followed a slow manual path: the client contacted their account manager, who logged into the internal research platform and made the change by hand — or the client sent an Excel file with the requested updates for staff to process. Either way, the client submitted a request, a staff member processed it in the internal platform, and a confirmation was sent back. As enterprise clients and change volumes grew, that relay created real friction:

  • 01/

    Speed

    Changes that could take minutes with direct access took days through the manual relay, stalling clients whenever they needed to add product lines or activate markets in new countries.

  • 02/

    Staff Overhead

    Research company staff were spending meaningful time on routine configuration tasks that required no specialist knowledge, acting as a data-entry intermediary rather than focusing on research work.

  • 03/

    Client Frustration

    Large corporate clients with their own analytics teams found it counterproductive to depend on an intermediary for basic data management they were fully capable of doing themselves. The breaking point came when a major global FMCG client specifically requested the ability to manage their brand configurations directly — which triggered the creation of the portal.

/ 04 / The Primotly solution

The Primotly Solution: Self-Service with Governed Approval

The portal is a purpose-built web application that exposes a controlled subset of the core research platform's brand management functionality directly to enterprise clients. The design balances two requirements that initially seem in tension: giving clients genuine autonomy while ensuring the research company retains governance over data quality.

The key mechanism is a change approval workflow. Clients make changes freely, but no change reaches the core research platform until a member of the research company's team reviews and approves it. This preserves data integrity without requiring staff to act as a data-entry relay.

Key Features

  • Brand Manager (Client View)

    Clients log in and manage their brands directly — adding new brands, editing configurations (markets, localizations, brand tags), and deactivating brands or markets they no longer need. The interface shows only the data relevant to their programs.

  • Change Approval Workflow

    Every change a client makes enters a pending queue visible to the research company's staff, who can approve, reject, or hold changes individually. Approved changes are exported to the core research platform, and a full audit trail of all changes and decisions is maintained.

  • Data Validation

    The portal enforces the data rules of the core research platform at point of entry. Clients cannot submit incomplete or malformed configurations — missing required tags, invalid localizations, or inconsistent market setups are caught before submission.

  • Reporting and Export

    Both clients and research staff have access to reports on pending changes, approval history, and brand configuration states. Staff can also download templates for bulk-importing new brands into the core platform.

  • Role-Based Access

    The same application serves two user types with different permission levels. Enterprise clients see and act only on their own program data; research company staff have full visibility across all client programs and all approval functions.


/ 05 / Technical deep dive

Technical Deep Dive

  • 01/

    Keeping Two Systems in Sync Without Breaking Data Integrity

    • The Problem: The portal is a satellite of the core research platform. It maintains its own copy of brand data for operational purposes, while the core platform remains the authoritative source. Changes made in the portal exist in a staging state until approved and exported — but the two systems must stay consistent, and any divergence must be detectable and recoverable.

    • The Solution: The portal maintains its own PostgreSQL database with a full, consistent record of each brand, including references back to the corresponding entries in the core platform (which uses MongoDB). When a change is approved and exported, it is applied transactionally — either it completes cleanly or it does not apply at all. The staging model means the core platform is never left in an intermediate state due to a partially completed sync.

    • The Result: data consistency between the two systems is maintained reliably, with a clear, auditable record of what was changed, when, by whom, and whether it has been reflected in the core platform.

  • 02/

    Implementing Pixel-Perfect UI Without a Standard Design System

    • The Problem: The design team responsible for the portal does not use a standard component library — they produce fully custom component designs. This required the frontend team to implement highly specific, non-standard UI patterns from scratch rather than composing from a shared library.

    • The Solution: The Primotly frontend team implemented the designs with pixel-perfect fidelity using a custom component architecture, building each component from first principles to match the design specifications. The portal targets Chrome as its supported browser, letting the team focus on a single, consistent rendering environment rather than managing cross-browser compatibility across the full component set.

    • The Result: a polished, client-facing interface that meets the high UI standards expected of an enterprise product used by global FMCG brands.

  • 03/

    Managing Business Rule Synchronization Between Portal and Core Platform

    • The Problem: The portal enforces validation rules that must stay aligned with the business rules of the core research platform. When rules change — which fields are required, which market combinations are valid, or how brand tags are structured — the portal must be updated to reflect those changes consistently.

    • The Solution: Business rule updates are applied to the portal on a scheduled basis using a dedicated synchronization script. This controlled, deliberate process ensures rule changes are reviewed and applied intentionally rather than propagated automatically in ways that could introduce inconsistencies.

    • The Result: validation rules in the portal remain aligned with the core platform, with the team retaining full control over when and how rule changes are rolled out.


/ 06 / Business impact & results

Business Impact & Results

Enterprise clients can now manage their brand configurations directly — changes that previously took days through a manual relay can be completed in minutes.

  • Bottleneck Eliminated

    The manual relay — client submits a change via account manager or Excel, staff processes it, confirmation is sent — has been replaced by direct client action with staff approval. Routine configuration work no longer consumes research staff time.

  • Client Autonomy at Scale

    The portal was purpose-built for a major global FMCG company that specifically requested direct control over their brand configurations. A second enterprise client is currently in testing on the platform, validating the portal's design as a scalable self-service model.

  • Governance Preserved

    The approval workflow ensures that no client change reaches the core platform without review. Data quality standards are maintained even as direct client access is expanded.

  • Auditable Change History

    Every change — who made it, when, what was changed, and whether it was approved or rejected — is recorded, giving both the research company and their clients full visibility into the history of their brand configurations.

Tech Stack

Frontend
Angular
Backend
.NET (C#)
Database
PostgreSQL (portal's own data), MongoDB (core platform data, read access)
Architecture
Monolith following Onion and Mediator patterns
Supported Browser
Chrome
Other Tools
Jira

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