Streamlining across multiple agencies
The Problem
The Solution
We delivered a three-pronged solution:
- compress the marketing technology stack into a single automated solution
- design an optimized planning and approval process from the bottom-up
- 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).
The results
- ↓1,456 approval hours per year
- ⎅66 pages of training documentation
- +7 teams trained
- +7 teams trained
- ↓2 weeks to launch campaigns
