Workflow forAgencies

August 9, 2017

YOUR WIDEN HOSTS

Nina Brakel-SchuttPresenter

Brand Strategist

Jake AtheyPresenter

VP Marketing

POLL

Do you currently use a tool to manage your

creative workflows?

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

Creativity is just connecting the right things.”- STEVE JOBS, Co-founder, Chairman, and CEO, Apple

“

Common problems faced during the creative process

● 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

Where workflow tools fit in

The standard creative process

CREATIVE BRIEF +

ASSIGN TEAMS

CONCEPTS, COPY, AND

DRAFTS

INTERNAL CRITIQUE

ROUTE TO CLIENT OR INTERNAL

TEAMSFOR X NUMBER

OF REVIEWS

APPROVESTRATEGY/PLANNING

Understand the problem

you’re trying to solve and

create a plan.

CREATIVE BRIEF +

ASSIGN TEAMS

CONCEPTS, COPY, AND

DRAFTS

INTERNAL CRITIQUE

ROUTE TO CLIENT OR INTERNAL

TEAMSFOR 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

CREATIVE BRIEF +

ASSIGN TEAMS

CONCEPTS, COPY, AND

DRAFTS

INTERNAL CRITIQUE

ROUTE TO CLIENT OR INTERNAL

TEAMSFOR 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

CREATIVE BRIEF +

ASSIGN TEAMS

CONCEPTS, COPY, AND

DRAFTS

INTERNAL CRITIQUE

ROUTE TO CLIENT OR INTERNAL

TEAMSFOR 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

CREATIVE BRIEF +

ASSIGN TEAMS

CONCEPTS, COPY, AND

DRAFTS

INTERNAL CRITIQUE

ROUTE TO CLIENT OR INTERNAL

TEAMSFOR 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

CREATIVE BRIEF +

ASSIGN TEAMS

CONCEPTS, COPY, AND

DRAFTS

INTERNAL CRITIQUE

ROUTE TO CLIENT OR INTERNAL

TEAMSFOR 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

NOW WHAT?CREATIVE BRIEF +

ASSIGN TEAMS

CONCEPTS, COPY, AND

DRAFTS

INTERNAL CRITIQUE

ROUTE TO CLIENT OR INTERNAL

TEAMSFOR 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

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

Automate and streamline with WorkflowNOW WHAT?

?

“Forget about too many cooks in the kitchen”

How Widen Workflow helps brands and agencies

Gain clear visibility into overall project status.

TODAY’S AGENDAWORKFLOW HELPS

Gain clear visibility into overall project status.

Streamline project collaboration, review, and approval.

TODAY’S AGENDAWORKFLOW HELPS

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

Organizations + internal clients + agencies

CONSULTING

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

Agencies + their clients

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

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!

Workflow consulting:added support

for your team from ours

CONSULTING

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concise.

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concise.

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concise.

On-site consulting services

OBSERVEMeet with users, influencers, and

decision makers to develop an

understanding of current work

IMMERSECreate options and recommendations

specific to your unique environment

and style

ENGAGEFacilitate

conversations and decision making to ensure successful start-up and use of

Workflow

ObserveDevelop a 360-degree view of your processesWe’ll observe users doing real work and facilitate conversations to understand how Workflow will:

● Complement

● Enhance

● Improve

CONSULTING

ImmerseFrame 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

CONSULTING

EngageImprove 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

MAP TEAMOUT PROCESSTHE YOUR

AND SO ON...2 3 4 5 61

NEEDS

Map YOUR desired creative process (workflow)

EXAMPLES OF WORKFLOWS

WORKFLOW CONSULTING

Workflow in action

Demo

REQUESTER

Actions in Workflow:

REQUEST A PROJECTImproved communicationGain visibility

Typical role: Account executive, product or project manager

WORKFLOW DEMO

WORKFLOW DEMO

REQUESTER

Actions in Workflow:

Request a projectIMPROVED COMMUNICATIONGain visibility

Typical role: Account executive, product or project manager

WORKFLOW DEMO

REQUESTER

Actions in Workflow:

Request a projectImprovedcommunicationGAIN VISIBILITY

Typical role: Account executive, product or project manager

Typical role: Art director, web designer, creative operations, or copywriter

CREATOR

WORKFLOW DEMO

Actions in Workflow:

VISIBILITY AND COMMUNICATIONProofing toolCheck the status

WORKFLOW DEMO

Typical role: Art director, web designer, creative operations, or copywriter

CREATOR

Actions in Workflow:

Visibility and communicationPROOFING TOOLCheck the status

WORKFLOW DEMO

Typical role: Art director, web designer, creative operations, or copywriter

CREATOR

Actions in Workflow:

Visibility and communicationProofing toolCHECK THE STATUS

WORKFLOW DEMO

Typical role: Creative team, account team, product team, marketing team, or client team

REVIEWER

Actions in Workflow:

MY WORKDaily digestVersion controlFinal decision

WORKFLOW DEMO

Typical role: Creative team, account team, product team, marketing team, or client team

REVIEWER

Actions in Workflow:

My workDAILY DIGESTVersion controlFinal decision

WORKFLOW DEMO

Typical role: Creative team, account team, product team, marketing team, or client team

REVIEWER

Actions in Workflow:

My workDaily digestVERSION CONTROLFinal decision

WORKFLOW DEMO

Typical role: Creative team, account team, product team, marketing team, or client team

REVIEWER

Actions in Workflow:

My workDaily digestVersion controlFINAL DECISION

WORKFLOW DEMO

Typical role: Marketing manager or director, CMO, creative director, account director

DIRECTOR

Actions in Workflow:

FILTERWorkflow insights

WORKFLOW DEMO

Typical role: Marketing manager or director, CMO, creative director, account director

DIRECTOR

Actions in Workflow:

Filter WORKFLOW INSIGHTS

How do organizations use Workflow to improve

creative processes?

SPECTRUM BRANDS STORY

Manage creative process to provide approved assets fast and effectively.

SPECTRUM BRANDS STORY

Providevisibility into project status.

SPECTRUM BRANDS STORY

Manage all steps, revision rounds, and reviewers with each project deliverable.

SPECTRUM BRANDS STORY

Online proofing allows foron-screen annotation and @ mentions.

EXAMPLE-EXAMPLE-EXAMPLEEXAMPLE-EXAMPLE-EXAMPLEEXAMPLE-EXAMPLE-EXAMPLEEXAMPLE-EXAMPLE-EXAMPLEEXAMPLE-EXAMPLE-EXAMPLEEXAMPLE-EXAMPLE-EXAMPLEEXAMPLE-EXAMPLE-EXAMPLEEXAMPLE-EXAMPLE-EXAMPLEEXAMPLE-EXAMPLE-EXAMPLEEXAMPLE-EXAMPLE-EXAMPLEEXAMPLE-EXAMPLE-EXAMPLEEXAMPLE-EXAMPLE-EXAMPLEEXAMPLE-EXAMPLE-EXAMPLE

SPECTRUM BRANDS STORY

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

Key takeaways

Map/draw out your team’s ideal process to uncover inefficiencies and strengths.

1

Open lines of communication across siloed teams, departments, and locations to experience true collaboration.

2

Save time and sanity by managing multiple agency relationships in one tool and centralizing communications and processes.

3

Create a positive work experience by keeping everyone in the loop.

4

Use Workflow + assets together to create a visible creative process and protect the value of your brand.

5

Questions?

Get in touch!Contact:800-444-2828jathey@widen.comnbrakel-schutt@widen.comwww.widen.com