M-Files — Austin, TX

M-Files, a leading document management platform, sought to optimize their use of Asana across their marketing teams. They faced challenges managing creative workflows and campaigns, hindering their ability to scale and efficiently track progress. Together, we refined processes and trained teammates to ensure transparency and accountability across continents, resulting in shorter delivery timelines and an ability to communicate changes with leadership.

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Streamlined Processes

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Greater Transparency

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Faster Delivery

Goals

Improve and refine creative and campaign workflows by incorporating team feedback.

Evolve and simplify processes to better assess workload and capacity.

Ensure leadership has timely and accurate reporting.

Solutions

Streamlined and standardized campaign and creative request forms to reduce manual effort.

Rebalanced object scale to ensure tasks and projects are used consistently.

Delivered management and reporting tools to leadership.

Results

Streamlined processes enabled scalability and improved resource allocation.

Greater transparency ensured greater accountability while maintaining autonomy.

Enhanced reporting delivered actionable insights in real-time.

Hire The Collaborative to plan, implement, and improve your systems and workflows ☀️

Our team loves systems and process challenges. We help refine workflows, train you on best practices, and implement new apps. Connect with us to learn more!