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.
TitleCircle text goes here, should be
concise.
TitleCircle text goes here, should be
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:[email protected]@widen.comwww.widen.com
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