Case study · Marketing SaaS

Keeping marketing teams on the same page.

We became the engineering team behind Via — a marketing calendar and project-collaboration platform that in-house teams and agencies use to plan campaigns, run projects, track time, and manage budgets.

Platform modernization API & integrations Financial reporting
13+Years in production
115Data models
11K+Commits of history
2.5 yrsOngoing partnership
Via
The context

Project management built for how marketing actually works.

Marketing teams outgrow whiteboards, spreadsheets, and generic task tools quickly. Via gives them one place to connect strategic priorities to campaigns, campaigns to projects, and projects to the calendar, budget, and people doing the work. Agencies run the same platform across every client account, with retainers, time tracking, and utilization built in.

01 · The challenge

A mature product that still had to move fast.

Via had been in production for more than a decade when we joined. It had a loyal customer base, a large Rails codebase, and an agency side that needed new financial capabilities. Day-to-day work for customers could not be disrupted while we made those changes.

  • 01Taking ownership of a deep, long-lived codebase from its long-time lead developer without losing momentum.
  • 02Connecting agency billing, retainers, and revenue to the accounting system finance teams already used.
  • 03Opening the platform to customers' other systems through a stable, documented API.
02 · The build

Modernize the core, then extend it.

We kept the Ruby on Rails platform current and shipped new capabilities on top of it. Each change went through a CI pipeline backed by an extensive automated test suite.

01

QuickBooks billing

A dedicated financials domain syncs invoices, payments, and client records with QuickBooks Online.

02

Documented API

A versioned REST API covers projects, milestones, tasks, companies, and users. It is fully described with Swagger/OpenAPI.

03

Agency insights

Earned and scheduled revenue reports, utilization tracking, and revenue exports give agency leaders a clear view of the business.

03 · The product

Plan, execute, and account for every campaign.

Campaigns, projects, milestones, events, assets, and budgets live together on a shared marketing calendar. Teams and their clients can see what is happening, who owns it, and what it costs.

Via marketing calendar showing a week of events, milestones, and tasks above campaign budget cards
01The marketing calendar puts events, milestones, and tasks for every campaign on one shared week view.
Via projects board with budget, revenue earned, milestone, and task progress for each project
02Project cards track budget, earned revenue, and milestone and task progress at a glance.
Via project detail with milestone budget, delivered hours, and an assigned task list
03Each milestone breaks down into owned tasks with estimates, due dates, and budget delivered so far.
04 · The result

A decade-old platform that keeps getting better.

  • 01Agency billing that flows into QuickBooks Online automatically instead of being keyed in twice.
  • 02A documented API that lets customers connect Via to the rest of their stack.
  • 03Revenue and utilization reporting that shows agencies how their teams and retainers are performing.
  • 04A current, well-tested codebase that the product can keep building on.
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