Derek Grant, VP of Operations at Tradedoubler, shares how AI is helping standardise client operations, reduce admin, and improve visibility across global teams.

Tradedoubler is a leading affiliate marketing platform with over 3,500 clients globally, operating across multiple territories, languages, and stakeholder groups.

At that scale, maintaining visibility, consistency, and efficiency across client operations is a significant challenge.

In this case study, Derek Grant explains how implementing Kaizan AI has helped the organisation reduce manual work, standardise processes, and move toward a 20% improvement in operational efficiency.

Key Results

Using Kaizan, Tradedoubler is now able to:

> Achieve a target of 20% greater operational efficiency
Reduce time spent on manual, repetitive administrative tasks.

> Gain a bird’s-eye view across 3,500+ clients
Understand client activity across territories, languages, and teams.

> Standardise client servicing processes across teams
Automate summaries, follow-ups, and action tracking.

> Identify revenue opportunities and risks earlier
Prioritise high-impact partnerships and detect issues such as fraud.

The Challenge: Scaling Operations Across a Complex Client Base

With thousands of clients across multiple markets, Tradedoubler’s operations are inherently complex.

Teams manage:

• – multiple territories and languages
• – large numbers of stakeholders per client
• – different local processes and nuances

“To get a proper overview of that client base and what’s going on can be very difficult.”

From an operations perspective, one of the biggest challenges was gaining a consistent, high-level view across the entire client base.

“Getting a bird’s-eye view over the client base… across multiple territories and languages.”

At the same time, teams were spending significant time on manual administrative tasks such as:

• – writing meeting summaries
• – tracking actions and follow-ups
• – reporting on client activity

This limited their ability to focus on higher-value work.

Driving a 20% Efficiency Target

Improving efficiency was a clear priority for Tradedoubler.

“We have a target of achieving 20% better efficiency across the business… 20% less time spent on administration.”

To achieve this, the organisation needed to reduce reliance on manual processes and introduce more consistent ways of working across teams.

Kaizan played a key role in enabling this shift.

“Kaizan has significantly helped us achieve that target.”

Standardising Client Operations at Scale

By implementing Kaizan, Tradedoubler introduced a more structured and consistent approach to client servicing.

Meeting summaries, action points, and follow-ups are now generated automatically, creating a standard workflow across teams.

“The summaries and the action points that it produces are spot on.”

This has helped teams:

• – organise their day-to-day work more effectively
• – ensure consistent follow-up with clients
• – reduce reliance on manual processes

It also introduced a more structured way of working across client service teams.

“It put a good structure in place within the business.”

Improving Visibility Across Teams and Clients

Kaizan has also enabled Tradedoubler to gain a clearer, centralised view of client activity.

Teams can now understand what is happening across accounts without relying on fragmented updates.

This visibility extends across:

• – different territories
• – multiple languages
• – various internal teams

This makes it significantly easier for operations leaders to monitor performance and identify areas that need attention.

From Reporting to Commercial Insight

Initially, Kaizan helped improve basic reporting and visibility into client activity.

“We can clearly show clients how much engagement is happening on their account and how proactive we’re being.”

But over time, this evolved into something more valuable.

Teams can now use this data to:

• – demonstrate value to clients
• – prioritise high-impact partnerships
• – focus on opportunities that drive revenue

“It helps us focus in on opportunities that we know will be an uplift in gross profit or sales.”

This shifts operations from reactive reporting to proactive, commercially driven decision-making.

Identifying Risk Earlier

Another key benefit has been the ability to detect risks earlier.

By analysing client activity and communication patterns, teams can identify potential issues such as:

• – tracking problem
• – underperforming partnerships
• – fraudulent publishers

“Kaizan’s helped us pick up on some of those very quickly.”

This allows teams to act faster and reduce potential negative impact on clients and revenue.

Adoption Across the Business

Although initially rolled out to client service teams, the impact of Kaizan quickly spread across the organisation.

“Sales teams, partnerships teams, tech teams all requested to use the tool.”

This cross-functional adoption highlights the value of having a shared, consistent view of client interactions.

It also reinforces Kaizan’s role as a central operational layer across the business.

Supporting Training and Continuous Improvement

Kaizan has also been used to support training and onboarding.

By analysing real client interactions, teams can:

• – improve sales training
• – onboard new employees more effectively
• – share best practices across teams

This helps standardise performance and improve consistency across the organisation.

The Impact

Since implementing Kaizan, Tradedoubler has transformed how it manages client operations at scale.

Instead of relying on manual processes and fragmented information, teams now have a consistent, data-driven approach to client management.

This enables them to:

• + reduce time spent on administrative tasks
• + improve visibility across thousands of clients
• + standardise workflows across global teams
• + prioritise revenue-generating opportunities
• + identify risks earlier
• + support training and onboarding

For operations leaders managing complex, global client bases, this creates a more scalable and efficient way to run client servicing.

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“Kaizan has significantly helped us achieve our goal of 20% greater efficiency across the business.”

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