Digital Asset Management for Creative Agencies [Case Study]

The Challenge: Lost Work and Wasted Time

Collier.Simon is a 50-person performance-driven creative agency that helps brands thrive in a rapidly evolving digital landscape. Like many agencies, they were producing a ton of great work - but struggling to keep track of it all.

When the team went remote, they moved their creative archive from an in-office server to Google Drive. But it quickly became clear that Drive wasn’t built for what they needed. Searching was painful. Assets were organized for delivery, not reuse. And great work often disappeared into the depths of untagged, unsearchable folders.

"I hate searching in Google Drive. It’s not user-friendly. You don’t even know what’s there. We were constantly asking the same people for the same examples.", says Rachael Erdmann, a managing director.

The inefficiency had real consequences: Capes decks - short for capabilities decks, the core sales tool for many creative agencies - often lacked the freshest, most relevant examples. Teams were wasting hours looking for files they weren’t even sure existed. And as the agency grew, that lack of visibility became a bigger problem.

"Our agency is big enough now that you don’t always know what projects are happening. Great work could get done - but if it wasn’t surfaced at the right time, it was like it never existed."

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"It’s affordable, it’s intuitive, and anyone can figure it out. We liked that we could just start using it and build from there"

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The Search for a Better Way

The team explored traditional DAMs like Brandfolder and Bynder, but the setup was complex, expensive, and overkill for their needs.

"They turn it into these massive projects. With something like that, you’re spending a ton of money - and then you feel pressure to justify the investment with a big rollout and training and adoption plans."

They needed something better. Something that felt more nimble. Something that would actually get used.

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Discovering Tagbox.io

That’s when they found Tagbox. The onboarding was simple. The pricing made it easy to get buy-in. And the product delivered value right away.

"It’s affordable, it’s intuitive, and anyone can figure it out. We liked that we could just start using it and build from there."

The agency rolled Tagbox out as a central library for their creative assets. They began tagging work by client, industry, channel, format (like app acquisition campaigns, live shoots, or animations), and even performance.

"When a project wraps, I can drop the assets in, mass-tag them, and move on. Even if we don’t tag every detail, it’s already so much better than before."

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Transforming the Way They Work

The impact was immediate. Deck creation became faster and more flexible. More of their best work was getting reused. And everyone on the team - regardless of their department - could now find what they needed without having to interrupt someone else.

"People can self-serve now. I don’t have to walk anyone through where to find things. They just go in and use the filters."

And it wasn’t just the team that noticed the difference. Clients did too. With Tagbox, the agency could quickly curate and share libraries of relevant examples - often while still in the client meeting.

One standout moment made this especially clear. A client asked for creative examples of a very specific type. In the past, that would have required searching through old Capes decks, digging through Google Drive for newer assets, and emailing teammates to get context or additional files - all before compiling everything into a shareable folder or deck. Now, all it takes is a quick search and filter in Tagbox, building a collection, and sharing a single link. What used to be a clunky, time-consuming process became seamless.

"We’ll be in a pitch, and the client asks if we’ve done something similar. I can search, filter, create a collection, and send the link - all before the meeting ends."

One particularly helpful shift was the ability to preserve and surface the context around the work. Before, behind-the-scenes content - like billboards in Times Square or snapshots from a trade show - might have lived in someone’s inbox or got lost entirely. Now it’s uploaded and visible to everyone.

"Now when I see that stuff come in, I drop it into Tagbox. It makes our decks so much better - those real-life examples show the work in action."

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"We’ll be in a pitch, and the client asks if we’ve done something similar. I can search, filter, create a collection, and send the link - all before the meeting ends"

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What Stood Out

For the team, a few things about Tagbox made all the difference:

• A visual layout that makes it easy to browse and scan
• Powerful tagging and filtering, with flexibility to match their workflow
• The ability to copy and share asset links without worrying about permissions or logins
• Collections that let them quickly package and share curated work with clients

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A Human Touch

Beyond the product itself, the team appreciated the relationship.

"You were so present. When I signed up, we had a call. Then I emailed a suggestion about showing video thumbnails - and you said you’d add it. A month later, it was live. That kind of responsiveness matters."

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Spreading the Word

The agency didn’t stop at using Tagbox internally. They began recommending it widely - from fellow agencies in their professional network to the synagogue where one of their team members serves on the board.

"We’ve already referred Tagbox to other agencies we work with. It just makes sense - especially if you don’t want to deal with the complexity and cost of bigger DAMs.", adds Matt Seigel, partner and president at Collier.Simon.

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Final Thoughts

"Tagbox feels like the kind of software we like - nimble, intuitive, and always improving. It’s helped us work smarter, save time, and show off more of our best work."

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Ready to streamline how your creative agency finds and showcases its best work?
Start your free trial or book a demo today.

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