Media governance

Streamlining across multiple agencies

The Problem

Our client was a large multi-region health network with locations across the west coast of the United States. Each hospital was responsible for their own marketing efforts and reporting and there was no centralized system for tracking and monitoring marketing spend or effectiveness. Approval systems varied, messaging was inconsistent and oversight was nearly impossible.

The Solution

We delivered a three-pronged solution:

  1. compress the marketing technology stack into a single automated solution
  2. design an optimized planning and approval process from the bottom-up
  3. document everything and provide training on the new tool and process for our clients and their agencies

They already had Sprinklr, which made it an easy choice for consolidating all their marketing technologies into a single solution. We automated the marketing design, planning, creative approvals, and payments.

We also used this opportunity to optimize the workflow. By interviewing more than 20 stakeholders across three departments and four agencies, we were able to identify multiple opportunities for increasing efficiency throughout the process.

This process installed new governance processes and tool interfaces that required training across seven teams (three client, four agency). We developed reference manuals and a governance training program. This became the official training manual for employees as well as all their third party vendors and partners (ourselves included).

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The results

  • 1,456 approval hours per year
  • 66 pages of training documentation
  • 100% compliance within two months
  • +7 teams trained
  • 2 weeks to launch campaigns
  • 1,456 approval hours per year
  • 66 pages of training documentation
  • 100% compliance within two months
  • +7 teams trained
  • 2 weeks to launch campaigns
Our lightweight approach to governance using automation achieved 100% within two months of rollout across all three client departments and four agencies. The efficiencies gained included reducing the time to launch new campaigns by two weeks and cut over 1,456 staff hours per year from the process. Our training and documentation ensured that this process was durable and became part of our client’s onboarding & training for new employees, ensuring that the savings would be retained year over year.

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