Embrace the New Year: Time to Review and Revamp Your Marketing Workflows

By Jodie Byass


As the new year dawns, it presents a unique opportunity to take stock of your marketing processes and tools. This period of reflection is not just about acknowledging the successes but also about critically evaluating the areas where goals weren't met. It's the ideal time to ask the hard questions: Are our workflows efficient? Did we manage creative projects effectively? What can we do better?

Why Start Now?

The start of the year is synonymous with new beginnings—a chance to reset and recalibrate. It's a period of planning and goal-setting, making it the perfect time to scrutinise and refine your processes. This is particularly pertinent for marketing teams, where the landscape is continuously evolving and becoming more demanding. Effective marketing requires agility, and now is the time to ensure your workflows and tools are up to the task.

Review Marketing Processes

Steps to Review and Improve Your Marketing Workflow

1. Reflect on Your Past Workflow:

  • Assess Past Projects and Processes: Take a deep dive into the marketing projects completed over the last year. Which ones met their objectives? Were there any that surpassed expectations or fell short, and why?
  • Identify Strengths and Challenges: Look for patterns in your successes and obstacles. Did your team excel in managing creative projects due to strong leadership or collaboration? Were the challenges due to inadequate resources or tools? Recognising these can inform your strategy moving forward.

2. Evaluate Your Approval Processes:

  • Analyse Approval Efficiency: How seamless was your approval workflow? Were there instances of back-and-forth that could have been avoided? Did any miscommunications lead to delays?
  • Compliance and Timeliness: Assess if all marketing projects complied with legal and regulatory standards. Consider if deadlines were consistently met or if there is a trend of delays that need addressing.

3. Assess Your Tools:

  • Review Tool Effectiveness: Examine the tools currently in use for project management for creatives. Are they integrated seamlessly into your marketing workflows, or are they creating more work?
  • Tool Impact on Performance: Determine if your current tools support or hinder your team's ability to work efficiently. Are they facilitating collaboration, or are they a source of frustration?

4. Set Clear Goals:

  • Define Review Objectives: Clearly articulate what you aim to achieve with this review. Goals could range from reducing project turnaround time, improving client satisfaction, or enhancing team collaboration.
  • Align with Business Objectives: Ensure that the goals for your marketing workflows are in harmony with your organisation’s broader aims. This alignment ensures that workflow improvements directly contribute to the company's success.

5. Identify Issues and Bottlenecks:

  • Pinpoint Delays and Miscommunications: Where are the sticking points in your current workflows? Is it at the briefing stage, approval stage, or somewhere in between?
  • Analyse Feedback for Patterns: Look at the feedback received throughout your marketing projects. Are there common themes in the criticisms or suggestions for improvement?

6. Implement Solutions:

  • Create a Marketing Approval Template: Develop a clear, step-by-step template that outlines the approval process for all marketing projects. This should include checkpoints for compliance and quality assurance.
  • Upgrade to Robust Software: If your current tools are not up to par, consider investing in marketing project management software that enhances your approval workflow and overall project efficiency.

7. Embrace Technology:

  • Explore Software Options: Research and compare the features of different marketing project management software. Look for tools like Admation that are designed to streamline the complexities of marketing workflows.
  • Schedule Demos: Before making a decision, schedule demos to see the software in action. Ensure it aligns with your goals and can be seamlessly integrated into your team’s processes.

The Advantages of Revamping Your Marketing Workflows

By taking these steps, you position your team to reap substantial benefits throughout the year:

  • Enhanced Efficiency and Productivity: Streamlined workflows eliminate bottlenecks, allowing your team to focus on delivering quality work within deadlines.

  • Better Collaboration and Visibility: A transparent workflow facilitates clearer communication, ensuring everyone is on the same page and projects move smoothly from one stage to the next.

  • Improved Compliance and Quality Control: Structured approval processes mean that nothing goes to market without the necessary checks, safeguarding your brand’s reputation.

  • Client Satisfaction: Efficient workflows lead to consistency in delivering on time and on budget, which translates to happier clients.

  • Creative Time Maximised: Reducing administrative overhead liberates your team to do what they do best—be creative.

Making the Change

The outset of a new year presents an ideal opportunity to embrace new strategies and tools to better manage marketing projects. Marketing approval software like Admation can revolutionise your approach, offering a suite of features designed to enhance marketing project management, streamline creative workflows, and ensure marketing compliance.

View this period as an investment in your team's future triumphs. By scrutinising and refining your processes at this juncture, you're not only positioning yourself for a year of productivity but also fostering a culture of continuous improvement. This shift isn't just a change for the immediate future; it's a strategic evolution toward a more efficient and effective marketing team. With tools such as Admation, your team can look forward to a year where managing creative projects is streamlined, compliance is embedded into workflows, and marketing efficiency is greatly improved.