Client’s Challenge
Tracking Capabilities for Marketing
Our client needed systems to track the status of campaigns led by their marketing strategy team to relieve inefficiencies and duplicate work efforts.
Robust Project Trackers to Ensure Project Success
Our Solution
Development of Project Trackers
Robust project trackers were developed to ensure processes were documented and statuses were up to date, increasing team collaboration, communication, and efficiency.
Value Realized
Improved Visibility and Efficiency
The marketing strategy team is now able to track campaigns, collaborate with vendors and maintain their budget more efficiently.
Project Details
Our client did not have a system or processes in place to track the status of campaigns led by their marketing strategy team. This lack of standardization led to inefficiencies and duplicate work efforts, negatively impacting the team and its vendors.
Our team was employed to assist with overall process improvement including documentation of processes, roles, and responsibilities for executing and scaling nationwide marketing campaigns.
InfoWorks project managers created and implemented an invoice tracker, work intake process, team roles and responsibilities matrix, and campaign management project tracker using SmartSheet. These initiatives allowed for greater visibility into deliverables and project statuses, as well as optimization of their internal team.
Throughout implementation, we closely monitored these tracking systems to ensure our client’s team was able to successfully adopt and utilize the assets. Following implementation, the client was able to change from working reactively, to proactively. The project led to:
- Increased efficiency amongst team members on the marketing strategy team.
- Increased collaboration and visibility between internal team and strategic vendors.
- Efficient campaign budget management, meeting organizational requirements and constraints.
