Marketing work management tools help team members collaborate more effectively, eliminate silos contained in the organization and improve the efficiency of work.
Here are three best practices that enable teams to get probably the most out of their marketing work management tool.
Use customized dashboards for teams, individuals and stakeholders
“Dashboards will really assist in using the tool and also to get everybody continually using the tool,” said Brianna Miller, director of selling and demand generation at healthcare compliance analytics company Protenus, at The MarTech Conference.
Dashboards for work management could be utilized in three predominant situations, each with different settings and purposes.
Team dashboard. All current and upcoming projects could be viewed on the team dashboard. It could be seen and updated during team meetings, providing transparency for all team members.
The team dashboard is “where we map all project projects and visualize them at a high level across our team,” Miller explained. “This is something all our teams have access to, and we use it in all of our team meetings.”
Individual dashboards. Individual dashboards needs to be created for individual team members in order that they can view and update projects they’re working on. They may see which items are awaiting review or approval.
Individual dashboards are also helpful in one-on-one meetings with managers.
“I exploit these with my direct reports in order that we will see exactly what they’re working on,” said Miller. “I can answer any questions they’ve and we will find yourself in open and transparent conversation.”
Read-only stakeholder dashboard. The team may construct a read-only dashboard for external stakeholders, including executive leadership and clients.
“It gives them a view of the project, status, deadlines, and key information without having them get into the nitty gritty,” said Miller.
Create templates for repeatable projects and tasks
Many of the projects and tasks the marketing team works on have been done before and their processes are reproducible. Work management tools allow teams to create templates for these repeatable projects so processes, assignments and deadlines don’t should be created entirely from scratch each time.
“We use these on a regular basis for webinars, newsletters, trade shows, case studies, anything that has an everyday process that we just about are following ‘to a T’ most times,” said Miller.
The template will robotically assign project owners, task owners and reviewers their assignments based on preset deadlines that every one lead as much as the brand new “milestone date” determined for the brand new project.
To keep processes flowing easily, templates needs to be updated regularly to incorporate any latest efficiencies or other changes made to the method.
“We normally, at minimum, do (a review) yearly, but often twice a yr,” Miller explained. “[We do] just a fast review with the team and those which are involved with each style of project, to ensure that that we aren’t missing anything or must make any changes.”
Dig deeper: How to choose when you should get a marketing performance management platform
Create and use project request forms
Another good practice for work management tools is to create project request forms. This makes sure that every one latest project requests are made in the identical way and come from a single source. It’s higher than having requests are available through Slack or email, or in meetings.
One advantage to using request forms is that requirements for the project could be included in the shape, making it easier to have all of the vital information that’s needed for the project upfront.
“It also really helps automate the means of requests coming in,” said Miller. “So when you’ve got templates arrange, it could actually robotically create the projects or tasks based off of the data you get in the shape and the templates you’ve created. It can assign projects robotically, [and] it could actually create tasks robotically.”
Using dashboards, templates and request forms in these ways will empower organizations to get probably the most out of their marketing work management tools.
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