Advertising Design services intake process was being managed offline, via spreadsheets and a traffic coordinator, making it cumbersome to assign and track work resulting in inefficiencies, unreliable production data and potential for more errors and mistakes.
Audited workflow for all users including design staff, sales, and production teams. Tested user- experience with select user-base through real-time scenarios. Gathered feedback to produce Beta version. Preempted launch with training. Developed over a period of 90 days and launched to 95+ users.
Worked with production services, the sales team, IT and Sales Logix application vendor to customize a front-end intake solution as an add-on to the departments CRM system. Customized multi-user, easy to use interface to simplify the intake process and improve workflow efficiency. Enabled custom reporting.
Sales staff able to submit POs electronically improving work-efficiency by 25%. Traffic Coordinator more easily able to retrieve and process requests from digital repository, assign tasks and track outcomes. Increased capacity to process jobs by 33%, from 24 to 36 requests daily, resulting in an increase of $6.8 to $7.9 million in rev.
The new workflow system enabled tracking of a variety of productivity and revenue data points allowing the department to set production goals. Now able to more easily track number of jobs completed and revenue attributed to each, revealing trends, and insights to hiring.
