We streamlined workflows for a leader in point-of-sale systems, so they could do more with less.
Square — San Francisco, CA
Square, a leading financial technology and digital payments company, partnered with us to transform their marketing team's work management processes during a period of significant organizational change. Through strategic implementation of custom automated workflows, we helped their marketing division maintain productivity through team restructuring, while improving transparency and efficiency across their creative, campaign, and brand teams.
100%
Elimination of External capacity planning tools
50%
reduction in marketing team size while maintaining workload
75%
increase in process automation & Standardization
Goals
Consolidate fragmented intake forms and campaign production processes across creative teams.
Implement data-driven capacity planning and resource management.
Enhance visibility and reporting for executives, marketers, and the creative department.
Solutions
Developed org-wide project templates and portfolios that integrate with each creative team's processes while supporting overall campaign management.
Implemented a unified global marketing intake system with intelligent form routing and automated triage.
Created comprehensive reporting dashboards for tracking request status, team capacity, and project health.
Results
Successfully maintained marketing output despite significant team size reduction, reducing operational cost.
Eliminated dependency on external capacity planning tools by transitioning to Asana-based resource management.
Improved cross-team visibility and collaboration through standardized workflows and automated reporting.
Hire The Collaborative to plan, implement, and improve your systems and workflows ☀️
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