Automating Client Engagement Through a Modern Portal
Discover how TSG helped a leading workforce benefits consulting practice modernize its microsite ecosystem with a scalable, user-friendly platform.
BACKGROUND
Scaling client programs required a more efficient digital foundation
A global workplace benefits consulting firm with $37B+ in annual revenue and 80,000+ professionals delivers financial wellness and retirement programs to organizations worldwide.
Central to these programs is a network of client-specific microsites that serve as the primary digital interface for participants, providing access to resources, program information, and engagement tools.
As the business expanded, the number of microsites grew, but the platform behind them evolved incrementally, creating operational complexity. Launching new sites required manual effort, enhancements were resource intensive, and limited reporting reduced visibility into performance and compliance.
Leadership recognized the model would not scale. The organization needed a more automated, scalable approach to managing microsites while improving the digital experience for clients and participants.
$37B+
80K
THE OPPORTUNITY
Our client wanted to scale client programs by modernizing its microsite ecosystem into a more automated, scalable platform that enhances digital experience and reporting visibility.
THE CHALLENGE
A fragmented, legacy platform with manual processes and limited reporting made it difficult to efficiently deploy microsites, ensure consistency, and support growing demand.
the challenge
Legacy systems and manual processes hindered digital experience and program innovation
The client’s microsite platform had evolved over time into a fragmented ecosystem that was increasingly difficult to scale. Legacy systems and accumulated technical debt made enhancements complex, while launching new microsites often required manual configuration and custom development.
Key challenges included:
- Limited scalability of the Microsite platform
- Fragmented management of Microsites across multiple systems
- Manual processes for deploying enhancements and client customizations
- Inconsistent functionality and user experiences across Microsites
- Limited reporting visibility into program performance
- Lack of centralized compliance monitoring across programs
As demand for new client microsites grew, these limitations made it increasingly difficult to deliver consistent digital experiences and scale new initiatives.
THE SOLUTION
Turning a fragmented microsite platform into a modern client engagement engine
TSG partnered with the client to modernize its microsite platform to introduce a user-friendly portal designed to automate key aspects of microsite deployment and management while improving scalability, reporting visibility, and compliance monitoring.
Establishing a modernization roadmap
Modernizing the platform + elevating the UX
Building compliance infrastructure into platform
Establishing a modernization roadmap
the outcomes
From fragmented microsite management to scalable digital program delivery
By modernizing the microsite platform and introducing new reporting and governance capabilities, the workplace consulting practice gained a stronger digital foundation for support its growing client programs.
Key outcomes included:
- Accelerated microsite deployment
Streamlined development and deployment processes enabled faster launch of new client Microsites and enhancements. - Reduced manual effort
Automation and improved platform functionality reduced the operational effort required to manage Microsites and implement client customizations. - Improved reporting insights
New analytics tools, including the ELPS dashboard, provided greater visibility into program engagement and performance. - Enhanced compliance monitoring
Integrated monitoring and reporting capabilities strengthened oversight across the Microsite ecosystem. - More consistent digital experiences
Platform enhancements improved usability and delivered more consistent participant experiences across client programs.
A modern platform built for continuous innovation
The initiative transformed a fragmented microsite environment into a scalable, automated platform that enables faster delivery of client programs and more efficient digital experiences. It also established a foundation for continuous modernization, allowing the organization to evolve the platform alongside new client initiatives, reporting needs, and participant expectations.
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