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Solution challenges
Solution challengeDelivered

Rebuilding an underperforming HubSpot portal

An existing portal that has stopped reflecting how the business works.

Project-level detail for this record is still being verified internally. Treat the summary below as capability and approach, not as a specific delivered claim.

Forbidden's experience
Forbidden separates what is broken operationally from what is broken technically, and rebuilds the parts that change behaviour.
Architecture considerations
  • Audit of properties, pipelines, workflows and reporting actually in use
  • Data quality and what is worth keeping
  • Process redesign before configuration
  • Sequencing so the business keeps running during the rebuild
  • Adoption enforcement so the rebuild holds
Common failure points
  • Rebuilding the same structure with better labels
  • Migrating bad data into a clean build
  • No adoption plan, so the portal degrades again
  • Changing everything at once and losing the team
Worth resolving in discovery
  • What do users work around today?
  • Which reports does leadership actually look at?
  • What must keep working during the rebuild?
  • What caused the drift the first time?