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Creative Workflow Management 101

Creative work is crucial for businesses to succeed, as revealed by the 2020 In-House Creative Management Report. In it, 89% of survey respondents said that creative work is important to driving business objectives.

The same report also revealed that volume (72%) and speed (73%) of work are the top challenges creative teams face today. More than ever before, creative teams need a work management system built specifically for their unique needs. Through it, they can keep up with the demand to produce top-notch creative assets to fuel successful marketing campaigns. While many teams may initially turn to generic project management systems to address their process gaps, they will quickly discover that their needs far outstrip the offerings of simple project management. You see, creative teams need a creative workflow management solution.

In this guide:

  • We explore the components that make up creative workflow
  • Then, we address why you should invest in a creative workflow management solution
  • We also walk you through the process of selecting the best solution for your team
  • Finally, we provide best practices for a successful implementation

What is Creative Workflow Management?

Creative workflow management is built specifically for creative and marketing teams. It differs from generic project management in that it focuses on increasing efficiency in the areas that most directly affect the production of creative work.

Creative workflow management is made up of four major sections, or “pillars”, which create the foundational framework vital for marketing and creative teams. In using the pillars, creative teams have an efficient, comprehensive, and streamlined creative process. Ideally, each pillar should provide creative teams with enhanced organization, automation, and collaboration.

Request Intake

  • Dynamic forms
  • Form routing
  • Links to original request for associated work
  • And automatic attachment of final deliverables

Online Proofing

  • Support a variety of file types
  • Proof routing with review tiers
  • Threaded comments with @mentioning
  • And side-by-side version comparison

Project Management

  • Visualization of projects, like calendaring and Gantt views
  • Specialized work types, like campaigns, projects, and proofs
  • And resource management features like time tracking and scheduling work assignments

Reporting & Analytics

  • Reporting on the type of work commonly requested
  • How long do different types of projects take from request to final asset delivery?
  • Am I effectively distributing work among my team?
  • Do I have enough resources to meet the demands of stakeholders?

Why Should I Invest in Creative Workflow Management?

Creative work is more in demand than ever before. Since creative teams must meet the demand for high-quality creative assets, they need an effective way to manage their work.

Creative workflow management helps your team continue to be an important strategic contributor. It does so by helping you accomplish five goals critical to maximizing revenue and proving ROI:

  1. Increase productivity
  2. Achieve faster time to market
  3. Improve quality of work
  4. Reduce costs
  5. Build a better relationship with stakeholders

Questions to Ask Yourself

  • What is our current creative workflow process?
    1. What quantity and type of work do we produce?
  • And how would a creative workflow management software fit into our existing tech stack?
  • What are our organization’s IT and security requirements for new software purchases?
  • Which challenges should this software solve?
  • And what kind of training and support does your team prefer from vendors?

Questions to Ask Vendors

  • Does your solution support role-based privileges?
  • Can your software be customized to fit the way my organization functions?
  • Also, how will my reviewers communicate feedback on proofs?
  • How are projects managed in your software?
  • What does implementation look like?
  • And what reporting capabilities are included with our subscription?
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Be sure to download the full guide for an example of building a business case.

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