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Workflow for agencies

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Learn how Widen online proofing and workflow tool streamlines projects and brand assets to make the creative review process more efficient and productive. Workflow opens lines of communication, makes team work more visible and collaborative, and helps customer brands and agencies gain more control over deadlines.

Published in: Marketing

Workflow for agencies

  1. 1. Workflow for Agencies August 9, 2017
  2. 2. YOUR WIDEN HOSTS Nina Brakel-Schutt Presenter Brand Strategist Jake Athey Presenter VP Marketing
  3. 3. POLL Do you currently use a tool to manage your creative workflows?
  4. 4. TODAY’S AGENDA Overview ● Creative process problems agencies/brands face today ● Where a workflow tool fits in the creative process ● How Widen Workflow can help agencies/brands ○ Workflow consulting ○ DAM + Workflow application ● Workflow in action ● Case story with Spectrum brands ● Q & A
  5. 5. Creativity is just connecting the right things.” - STEVE JOBS, Co-founder, Chairman, and CEO, Apple “
  6. 6. Common problems faced during the creative process
  7. 7. ● No context for work you do ● Work siloed by client team ● No cross-team collaboration ● Teams feel out of the loop ● Communicating via email ● Questioning final file versions ● Sticking to deadlines ● Not keeping clients happy ● Redoing work unknowingly ● No trail of project feedback CREATIVE PROCESS PROBLEMS
  8. 8. Where workflow tools fit in
  9. 9. The standard creative process CREATIVE BRIEF + ASSIGN TEAMS CONCEPTS, COPY, AND DRAFTS INTERNAL CRITIQUE ROUTE TO CLIENT OR INTERNAL TEAMS FOR X NUMBER OF REVIEWS APPROVESTRATEGY/ PLANNING Understand the problem you’re trying to solve and create a plan.
  10. 10. CREATIVE BRIEF + ASSIGN TEAMS CONCEPTS, COPY, AND DRAFTS INTERNAL CRITIQUE ROUTE TO CLIENT OR INTERNAL TEAMS FOR X NUMBER OF REVIEWS APPROVESTRATEGY/ PLANNING Understand the problem you’re trying to solve and create a plan. Assign a team to act on the plan. Write the creative brief. The standard creative process
  11. 11. CREATIVE BRIEF + ASSIGN TEAMS CONCEPTS, COPY, AND DRAFTS INTERNAL CRITIQUE ROUTE TO CLIENT OR INTERNAL TEAMS FOR X NUMBER OF REVIEWS APPROVESTRATEGY/ PLANNING Understand the problem you’re trying to solve and create a plan. Assign a team to act on the plan. Write the creative brief. Develop creative concepts with visuals and copy. The standard creative process
  12. 12. CREATIVE BRIEF + ASSIGN TEAMS CONCEPTS, COPY, AND DRAFTS INTERNAL CRITIQUE ROUTE TO CLIENT OR INTERNAL TEAMS FOR X NUMBER OF REVIEWS APPROVESTRATEGY/ PLANNING Understand the problem you’re trying to solve and create a plan. Assign a team to act on the plan. Write the creative brief. Review concepts and copy internally. Get feedback from team(s). Develop creative concepts with visuals and copy. The standard creative process
  13. 13. CREATIVE BRIEF + ASSIGN TEAMS CONCEPTS, COPY, AND DRAFTS INTERNAL CRITIQUE ROUTE TO CLIENT OR INTERNAL TEAMS FOR X NUMBER OF REVIEWS APPROVESTRATEGY/ PLANNING Understand the problem you’re trying to solve and create a plan. Assign a team to act on the plan. Write the creative brief. Review concepts and copy internally. Get feedback from team(s). Develop creative concepts with visuals and copy. Route concepts and copy to client or internal team for review. Do revisions. The standard creative process
  14. 14. CREATIVE BRIEF + ASSIGN TEAMS CONCEPTS, COPY, AND DRAFTS INTERNAL CRITIQUE ROUTE TO CLIENT OR INTERNAL TEAMS FOR X NUMBER OF REVIEWS APPROVESTRATEGY/ PLANNING Understand the problem you’re trying to solve and create a plan. Gain final approval on the work you’ve created. Assign a team to act on the plan. Write the creative brief. Review concepts and copy internally. Get feedback from team(s). Develop creative concepts with visuals and copy. Route concepts and copy to client or internal team for review. Do revisions. The standard creative process
  15. 15. NOW WHAT?CREATIVE BRIEF + ASSIGN TEAMS CONCEPTS, COPY, AND DRAFTS INTERNAL CRITIQUE ROUTE TO CLIENT OR INTERNAL TEAMS FOR X NUMBER OF REVIEWS APPROVESTRATEGY/ PLANNING ? Understand the problem you’re trying to solve and create a plan. Gain final approval on the work you’ve created. Assign a team to act on the plan. Write the creative brief. Review concepts and copy internally. Get feedback from team(s). Develop creative concepts with visuals and copy. Route concepts and copy to client or internal team for review. Do revisions. The standard creative process
  16. 16. Handing papers or job jackets to team members Physically signing off on printed proofs with a pen Handwriting comments or annotations Emailing final layouts, FTP, WeTransfer, YouSendIt Tracking tasks and timelines in Word docs or spreadsheets Managing team collaboration and feedback via email
  17. 17. Automate and streamline with Workflow NOW WHAT? ? “Forget about too many cooks in the kitchen”
  18. 18. How Widen Workflow helps brands and agencies
  19. 19. Gain clear visibility into overall project status. TODAY’S AGENDAWORKFLOW HELPS
  20. 20. Gain clear visibility into overall project status. Streamline project collaboration, review, and approval. TODAY’S AGENDAWORKFLOW HELPS
  21. 21. TODAY’S AGENDA Know you have the final version of files and assets. Gain clear visibility into overall project status. Streamline project collaboration, review, and approval. WORKFLOW HELPS
  22. 22. Organizations + internal clients + agencies CONSULTING
  23. 23. TODAY’S AGENDA ● Establish expectations up front, get on the same page, save time in the end ● Invite agencies into your collaboration process and create best practices for all ● Provide visibility of projects, internally and externally ● Gain more control over the review process with the right staging for deliverables ● Open lines of communication, sharing, and partnership ● Hold team members accountable for their role in the creative review process BENEFITS FOR ORGANIZATIONAL BRANDS
  24. 24. Agencies + their clients
  25. 25. TODAY’S AGENDA ● Provide visibility into the work you create and own the creative review process ● Create a central audit trail of feedback and project dialogue for easy reference ● Know which file version is really the final ● Show clients you care enough to do the heavy lifting ● Make internal teams more accountable for their work ● Establish yourself as a Workflow expert for clients ● Gain more control over meeting deadlines BENEFITS FOR AGENCIES
  26. 26. STRATEGY/ PLANNING APPROVE CREATIVE BRIEF AND ASSIGN TEAMS INTERNAL CRITIQUE CONCEPTS + COPYWRITING ROUTE FOR REVIEW Workflow DAM+ = review, approval, access, sharing, analysis SEND FINAL ASSETS TO DAM All in one place!
  27. 27. Workflow consulting: added support for your team from ours
  28. 28. CONSULTING Title Circle text goes here, should be concise. Title Circle text goes here, should be concise. Title Circle text goes here, should be concise. On-site consulting services OBSERVE Meet with users, influencers, and decision makers to develop an understanding of current work IMMERSE Create options and recommendations specific to your unique environment and style ENGAGE Facilitate conversations and decision making to ensure successful start-up and use of Workflow
  29. 29. Observe Develop a 360-degree view of your processes We’ll observe users doing real work and facilitate conversations to understand how Workflow will: ● Complement ● Enhance ● Improve
  30. 30. CONSULTING Immerse Frame the problem to be solved ● Custom frameworks illustrate how Workflow fits in your unique environment ● Empower the team to make decisions based on insight ○ Unmet needs ○ Opportunities ○ Contradictions and tension
  31. 31. CONSULTING Engage Improve your work with technology ● Armed with insight based on research, we’ll facilitate conversations and make recommendations ○ Amplify what’s good ○ Reframe what’s not so good ○ Explore opportunities
  32. 32. MAP TEAMOUT PROCESSTHE YOUR AND SO ON...2 3 4 5 61 NEEDS Map YOUR desired creative process (workflow)
  33. 33. EXAMPLES OF WORKFLOWS WORKFLOW CONSULTING
  34. 34. Workflow in action
  35. 35. Demo
  36. 36. REQUESTER Actions in Workflow: REQUEST A PROJECT Improved communication Gain visibility Typical role: Account executive, product or project manager WORKFLOW DEMO
  37. 37. WORKFLOW DEMO REQUESTER Actions in Workflow: Request a project IMPROVED COMMUNICATION Gain visibility Typical role: Account executive, product or project manager
  38. 38. WORKFLOW DEMO REQUESTER Actions in Workflow: Request a project Improved communication GAIN VISIBILITY Typical role: Account executive, product or project manager
  39. 39. Typical role: Art director, web designer, creative operations, or copywriter CREATOR WORKFLOW DEMO Actions in Workflow: VISIBILITY AND COMMUNICATION Proofing tool Check the status
  40. 40. WORKFLOW DEMO Typical role: Art director, web designer, creative operations, or copywriter CREATOR Actions in Workflow: Visibility and communication PROOFING TOOL Check the status
  41. 41. WORKFLOW DEMO Typical role: Art director, web designer, creative operations, or copywriter CREATOR Actions in Workflow: Visibility and communication Proofing tool CHECK THE STATUS
  42. 42. WORKFLOW DEMO Typical role: Creative team, account team, product team, marketing team, or client team REVIEWER Actions in Workflow: MY WORK Daily digest Version control Final decision
  43. 43. WORKFLOW DEMO Typical role: Creative team, account team, product team, marketing team, or client team REVIEWER Actions in Workflow: My work DAILY DIGEST Version control Final decision
  44. 44. WORKFLOW DEMO Typical role: Creative team, account team, product team, marketing team, or client team REVIEWER Actions in Workflow: My work Daily digest VERSION CONTROL Final decision
  45. 45. WORKFLOW DEMO Typical role: Creative team, account team, product team, marketing team, or client team REVIEWER Actions in Workflow: My work Daily digest Version control FINAL DECISION
  46. 46. WORKFLOW DEMO Typical role: Marketing manager or director, CMO, creative director, account director DIRECTOR Actions in Workflow: FILTER Workflow insights
  47. 47. WORKFLOW DEMO Typical role: Marketing manager or director, CMO, creative director, account director DIRECTOR Actions in Workflow: Filter WORKFLOW INSIGHTS
  48. 48. How do organizations use Workflow to improve creative processes?
  49. 49. SPECTRUM BRANDS STORY
  50. 50. Manage creative process to provide approved assets fast and effectively. SPECTRUM BRANDS STORY
  51. 51. Provide visibility into project status. SPECTRUM BRANDS STORY
  52. 52. Manage all steps, revision rounds, and reviewers with each project deliverable. SPECTRUM BRANDS STORY
  53. 53. Online proofing allows for on-screen annotation and @ mentions. EXAMPLE-EXAMPLE-EXAMPLE EXAMPLE-EXAMPLE-EXAMPLE EXAMPLE-EXAMPLE-EXAMPLE EXAMPLE-EXAMPLE-EXAMPLE EXAMPLE-EXAMPLE-EXAMPLE EXAMPLE-EXAMPLE-EXAMPLE EXAMPLE-EXAMPLE-EXAMPLE EXAMPLE-EXAMPLE-EXAMPLE EXAMPLE-EXAMPLE-EXAMPLE EXAMPLE-EXAMPLE-EXAMPLE EXAMPLE-EXAMPLE-EXAMPLE EXAMPLE-EXAMPLE-EXAMPLE EXAMPLE-EXAMPLE-EXAMPLE SPECTRUM BRANDS STORY
  54. 54. I had to literally babysit jobs using file folders and printouts of artwork, running them around to proof. If I stopped doing that, all jobs would stop.” - LaTrisha Eilers, Spectrum Brands “ SPECTRUM BRANDS STORY
  55. 55. Key takeaways
  56. 56. Map/draw out your team’s ideal process to uncover inefficiencies and strengths. 1
  57. 57. Open lines of communication across siloed teams, departments, and locations to experience true collaboration. 2
  58. 58. Save time and sanity by managing multiple agency relationships in one tool and centralizing communications and processes. 3
  59. 59. Create a positive work experience by keeping everyone in the loop. 4
  60. 60. Use Workflow + assets together to create a visible creative process and protect the value of your brand. 5
  61. 61. Questions?
  62. 62. Get in touch! Contact: 800-444-2828 jathey@widen.com nbrakel-schutt@widen.com www.widen.com

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