Overcoming Creative

Workflow Challenges

Presented in

partnership with:

Overcoming Creative

Workflow Challenges

Presented in

partnership with:

Rob MunzFounder & Chief Product

Officer of inMotionNow

Josh GibbsProduct Marketing Manager

at inMotionNow

Presented by:

Let’s explore 4 ways toovercome your workflow challenges:

1. Rethink Creative Workflow

2. Find Efficiency Leaks

3. Create Workflows that Work

4. Show ROI

Reasons For Implementing SystemsWhat are your top reasons for implementing workflow solutions or components?(Select all that apply)

57%64%

70%

43%

79%

18%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

Shorten project cycles Meet deadlines Improve status tracking and visibility

into projects

Share department's productivity results with management

Improve overall quality of work

Improve relations with agency, freelancers,

and/or internal stakeholders

Source: eMedia Survey |

qual·i·tyˈkwälətē/ | noun

The standard of something as measured

against other things of a similar kind; the

degree of excellence of something.

Source: Oxford Dictionaries | www.oxforddictionaries.com/us/definition/american_english/quality

Tools You DeployWhich project management and workflow tools have you implemented or plan to implement in the

next 6 months? (Select all that apply)

68%

33%

44% 43%

23%

0%

10%

20%

30%

40%

50%

60%

70%

80%

Project Management Online Proofing Work Request, Project Intake Tools

Digital Asset Management Time Tracking

Source: eMedia Survey |

4 Key Phases of Creative Workflow

It's time to rethink your organization and understanding of your process.

Project

Request

Project

Management

Review &

Approval

Reporting

& Metrics

in·ef·fi·cien·cyˌi-nə-ˈfi-shən(t)-sē\ | noun

The lack of ability to do something or

produce something without wasting

materials, time, or energy.

Source: Oxford Dictionaries | http://www.oxforddictionaries.com/us/definition/american_english/inefficient?q=inefficiency#inefficient__6

How efficient is my workflow?

Smoothing

Interdepartmental

Job Requests

4 Most Common Project Request Problems

1. Information isn’t clear

2. Too many methods

3. Lack of understanding

4. No client accountability

Information gathered up front isn’t clear enough.

Results in having to constantly circle

back with requesters, trying to track

them down to try to get clarification and

or missing details.

You have too many methods for requesting projects.

You get requests in email,

over the phone, post-it notes,

or while you’re on your way to

grab a cup of coffee.

With all these informal

methods for requesting work,

there’s a lot of holes where

details can leak out.

Misunderstandings of timelines and effort.

Lack of consideration for the

workload, effort, and impact of a

newly requested project.

No accountability or responsibility to contribute.

Teams asking for creative work often

don’t take responsibility for quality, don’t

participate in collecting resources, or

help push the project through its lifecycle.

Overcoming Job Request Challenges

Create a Repeatable Request Process

Discipline Requesters to Use Process

Control Scope Creep

Streamlining Review & Approval

Reviewers don’t

have enough

direction.

Reviewers

change the

strategy of

projects.

Creative work

isn’t presented

with explanation.

Hi Mary,“Fall-Promo-To-Go” Project is available for your review:

Remember you requested:• Appealing to adults age 30 to 45• For the Savvy Soccer Mom• Suggesting the emotion of jubilation• Driving traffic to the web landing page• The color scheme of red and white• Using a front shot of the product

Please note that we used a similar visual to the one we did last year because it worked so well.

Message to Reviewer

Creative RationaleWhen soliciting feedback, reiterate the

goals and objectives of the piece.

Restate the business drivers that

prompted the projects in the first place,

and toss a quick line about what value

you added.

Be direct in your message to

reviewers.

“Get your GOAT” plan

GoalExample: Create a workflow

between the creative team and

external stakeholders that improves

job requests efficiencies.

ObjectivesSet up a measurement, a way for

you to know if you’re progressing

toward your goal.

AudienceSpecifying who will be affected by

your new processes.

TimelineWrite down when you want to have

your flowcharts documented and when

you want to meet with everyone to get

buy-in.

Automating WorkflowUsing an online tool, you can easily

provide requesters with pre-defined criteria

that really streamlines the capture of

information you need for any type of

project.

A requester simply opens up a browser,

selects the type of project they need done,

and the form builds automatically to

capture the right information.

Review and Approval

Create workflows for managing review

and approval process.

Rules dictate what happens at different

parts of the review and approval. The

example shows how you can automate

admin task by setting deadlines,

expirations, and triggers that forward

proofs and markups to the right people

at the right times.

Keep Adjusting

Your 4 Takeaways

Your 4 Takeaways

Questions?

Presented in

partnership with:

Rob MunzFounder & Chief Product

Officer of inMotionNow

rmunz@inMotionNow.com

@robmunz

/robmunz

Josh GibbsProduct Marketing Manager

at inMotionNow

jgibbs@inMotionNow.com

@jkgibbs

/jkgibbs