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Focus Paper Job and Review Management - BrandMaker

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FOCUS PAPER<br />

More efficiency <strong>and</strong> effectiveness<br />

in the creative process<br />

The creative supply chain under control


FOCUS PAPER The creative supply chain under control<br />

Supply chain management postulates that in the future it will no longer be enterprises, but rather supply<br />

chains, which compete with one another. Because: The fewer interface problems <strong>and</strong> breaches an<br />

enterprise encounters in its processes, the more efficiently <strong>and</strong> effectively can it serve its customers.<br />

In times of comparable products, extremely competitive markets <strong>and</strong> global competition, this is a key<br />

element necessary to survive in the market. But what is the status of the supply chains in marketing <strong>and</strong><br />

communications — the creative supply chains? Are they both efficient <strong>and</strong> effective – i.e. competitive – or<br />

are they more like a ball <strong>and</strong> chain for market communications, in matters of quality, cost, <strong>and</strong> speed? This<br />

focus paper is dedicated to the challenges within the creative supply chain, <strong>and</strong> demonstrates timely<br />

solutions, with the aid of modern IT, which make marketing forceful <strong>and</strong> agile in regard to processes.<br />

Hardly any other corporate field is comparable to marketing in its emphasis on interfaces in its processes. Information,<br />

ideas, concepts, <strong>and</strong> thoughts are exchanged via these interfaces, <strong>and</strong> their conclusion should be of a successful<br />

campaign as the output of the creative process. A particularly critical process in marketing is the creative production<br />

process: There, diverse process participants within <strong>and</strong> outside the enterprise exchange an idea, a concept, <strong>and</strong> its results.<br />

Creation usually takes place under enormous time <strong>and</strong> cost pressure – in the triangle of objectives regarding quality,<br />

costs, <strong>and</strong> time, at least one dimension suffers – <strong>and</strong> so do the nerves of the participants.<br />

Figure: The Creative Supply Chain<br />

Several problems <strong>and</strong> challenges arise for the participants in the course of a process of creation. The most important are<br />

as follows:<br />

- Marketing receives ideas, wishes, or suggestions for campaigns from product management, from the sales <strong>and</strong><br />

distribution department, or directly from the corporate leadership level, <strong>and</strong> in addition generates its own plans.<br />

This input is captured in a variety of forms; sometimes in the form of e-mails; sometimes only orally in informal<br />

© Br<strong>and</strong>Maker GmbH, Mirko Holzer Page | 2


FOCUS PAPER The creative supply chain under control<br />

talk at the coffee machine; sometimes in a regulated process as well. But: Only rarely plans <strong>and</strong> ideas for<br />

creative productions are captured centrally <strong>and</strong> designated as a job. This results in a lack of transparency about<br />

the current workload <strong>and</strong> the “pipeline” of currently existing projects. Thus, not only in marketing itself, but also<br />

on the corporate leadership level, it is elusive exactly what is pending or already underway.<br />

- Once the process of creation is started, the next step involves the selection <strong>and</strong> briefing of the appropriate<br />

service provider – whether an internal production department or an outside agency. Whatever is received as<br />

unclear input unclear here, will not become any clearer in the course of creation; for this reason, a core<br />

challenge in the creative process is the preparation of an exact, complete, <strong>and</strong> timely briefing.<br />

- Briefing is followed by creation <strong>and</strong> the associated coordination processes. In a more or less time-consuming<br />

process going back <strong>and</strong> forth, the desired solution is approached in a step-wise way. Working efficiently <strong>and</strong> the<br />

effective communication of desired changes <strong>and</strong> feedback are a particular challenge. In reality, this process<br />

frequently takes place via e-mail, involving large mailing lists <strong>and</strong> file attachments. It also involves the<br />

conversion of files, so that all participants can take a look at the design: For example, before each review the<br />

layout draft must be converted from a desktop publishing (DTP) program into a PDF or other well-established<br />

format. The result is an abundance of file versions <strong>and</strong> a process that is no longer fully traceable, so that in the<br />

end, sometimes it is not even possible to explain why one has selected one thing over the other.<br />

- In the previous process step, time pressure frequently grows sharply, because coordination takes longer than<br />

anticipated or because a concept must be redesigned in its entirety because there is a new idea or the original<br />

idea is just not realizable. Time pressure frequently results in loss of quality, which in turn leads to the need for<br />

corrections <strong>and</strong> reviews. The real objective is to be able to invest as much as possible of the little time available<br />

into the creative process by minimizing the time spent for reviews, corrections, <strong>and</strong> file transmissions.<br />

- In the review phase, staff easily lose the overview over the current project status, over costs, <strong>and</strong> releases which<br />

have been given or are still pending. The results are errors due to lack of transparency; forgotten releases,<br />

exploding costs, <strong>and</strong> erroneous transmission of documents due to a chaos of versions.<br />

- A further source of error is the lack of st<strong>and</strong>ardization in the course of a project. Even though the content of<br />

each creative project may be different; the workflow sequences may be st<strong>and</strong>ardized to a great extent, at least<br />

as long as media are the same (for example, for all advertisement or for all brochures which are developed). This<br />

is utilized only by a small number of companies which in part is underst<strong>and</strong>able as different employees are<br />

involved in different projects: from an individual point of view, the easiest is for each of them to execute the<br />

project in his/her own way. However, especially in the st<strong>and</strong>ardization of the creative processes there is an<br />

enormous potential for increased efficiency.<br />

© Br<strong>and</strong>Maker GmbH, Mirko Holzer Page | 3


FOCUS PAPER The creative supply chain under control<br />

Increased number of<br />

required reviews <strong>and</strong><br />

corrections<br />

Tough timelines for<br />

creation <strong>and</strong><br />

processing<br />

More errors<br />

Figure: The review cycle in marketing – from “the hundredth to the thous<strong>and</strong>th”<br />

Order<br />

Briefing<br />

<strong>and</strong><br />

Quote<br />

Creation<br />

<strong>Review</strong>s<br />

<strong>and</strong><br />

Feedback<br />

Lack of transparency,<br />

unclear requirements<br />

<strong>and</strong> briefings<br />

The approach to a solution for marketing departments which want to simplify, accelerate, <strong>and</strong> better document their<br />

creative workflows, are st<strong>and</strong>ardized processes, together with the application of a suitable software platform for the<br />

support of those workflows.<br />

As a starting point, the creative production process may be divided into its individual components <strong>and</strong> these components<br />

can be analyzed as to their optimization potentials. This analysis eventually leads to a holistic improvement of the<br />

process:<br />

Figure: Processes involved in a creative production process<br />

Corrections Approval<br />

Pre-<br />

Production<br />

/ Typesetting<br />

Production<br />

Creative processes can be st<strong>and</strong>ardized by dividing them into two components: the framework¸ the scaffold, so to speak,<br />

for the sub-process; <strong>and</strong> its content. The process framework represents the component that may be st<strong>and</strong>ardized: Here<br />

mistakes can be minimized, quality optimized, workflow times speeded up <strong>and</strong> costs reduced. The content-related<br />

component refers to the creative work. Here, effectiveness <strong>and</strong> efficiency largely depends on the persons involved in the<br />

process.<br />

© Br<strong>and</strong>Maker GmbH, Mirko Holzer Page | 4


FOCUS PAPER The creative supply chain under control<br />

Objective of process optimization is to provide a framework to the creative part of the work which provides enough<br />

stability for st<strong>and</strong>ardization <strong>and</strong> at the same enough flexibility to optimally support the execution of creative work <strong>and</strong><br />

to allow that the available resources can be fully focused on the content. This means: minimal frictional losses, <strong>and</strong> total<br />

focusing on the creative core mission of the marketing <strong>and</strong> communication spheres. With the help of specialized<br />

software adapted to marketing <strong>and</strong> creative production this framework can be optimally supported.<br />

A software solution that provides a framework for the execution of creative supply processes in marketing must master<br />

the balancing act between st<strong>and</strong>ardization <strong>and</strong> flexibility. St<strong>and</strong>ardization is required to work efficiently; flexibility is<br />

needed to incorporate the specific aspects of each creative project to the degree necessary.<br />

In the search for suitable software for marketing workflow management, there are several necessary prerequisites:<br />

- Projects, workflows, <strong>and</strong> media must be centrally filed <strong>and</strong> accessible. This is best accomplished via client<br />

server-based software or, even better, web-based software, so that users as well as outside service providers<br />

such as agencies <strong>and</strong> printers can access their projects <strong>and</strong> the media via the Internet from any location.<br />

- The online project platform for the creative supply chain must flexible enough to cover the job contents <strong>and</strong> the<br />

processes specific both to the enterprise <strong>and</strong> to the project. This is the only way to achieve complete project<br />

documentation <strong>and</strong> frictionless workflows, by, for example, providing st<strong>and</strong>ard workflows for each type of<br />

media, so that e.g. print adverts automatically go to the appropriate approver, <strong>and</strong> online banners likewise are<br />

automatically routed to the right contact person in the company.<br />

- The processes shown must of course enable collaboration between the employees working on the project. As<br />

these participants are both internal <strong>and</strong> external users, different access rights <strong>and</strong> project views are<br />

indispensable. Role-based access capabilities meet this requirement.<br />

- The review process must always be of the same simplicity, independent of the file format to be reviewed –<br />

without additional file conversion <strong>and</strong> multiple saving of files. This way, a company saves a great deal of time<br />

on the part of external service providers <strong>and</strong> internally.<br />

But before any advantages of a software solution can take effect, the process must be highlighted <strong>and</strong> analyzed.<br />

Thus, in the following, the st<strong>and</strong>ard creative process is outlined with its essential characteristics. Additional comments<br />

give information as to how a software solution provides support in this step. It should be noted that the concrete<br />

characteristics of an optimal process differ from company to company; depending, for example, on the kind <strong>and</strong> number<br />

of external service providers, or on the organization of the approval processes. The following depiction is intended as an<br />

aid to becoming aware of existing <strong>and</strong> optimal processes in your own company.<br />

© Br<strong>and</strong>Maker GmbH, Mirko Holzer Page | 5


FOCUS PAPER The creative supply chain under control<br />

Process Component What happens in this step? What information is required? Who are the participants? How can software support the process?<br />

New Project<br />

Briefing <strong>and</strong> Quotes<br />

Procurement <strong>and</strong> Creation<br />

<strong>Review</strong> <strong>and</strong> Feedback<br />

Assembly of the briefing for a new<br />

project,<br />

Internal coordination of given<br />

guidelines <strong>and</strong> conditions.<br />

The briefing is transmitted to one or<br />

more of the selected service<br />

providers (internal or external).<br />

This is followed by visual inspection,<br />

clarification of questions, <strong>and</strong> if<br />

necessary, submitting a quote.<br />

The production order is issued <strong>and</strong><br />

the actual creative process begins.<br />

Designs <strong>and</strong> concepts are created,<br />

commented upon, <strong>and</strong> revised.<br />

Challenge: Feedback from various<br />

persons must be consolidated; there<br />

may be contradictions; back <strong>and</strong><br />

forth corrections; time loss.<br />

As much as possible!<br />

Basic information such as timing,<br />

cost parameters, client, type of<br />

media to be created.<br />

Content-related information such<br />

as overall concept, objectives,<br />

channels to be activated, etc.<br />

Available <strong>and</strong> appropriate service<br />

providers <strong>and</strong> their contact data.<br />

Offers <strong>and</strong> costs of various service<br />

providers.<br />

First ideas for realization.<br />

Media designs must exist in a<br />

format which makes it possible for<br />

the client to provide feedback.<br />

Change requests <strong>and</strong> feedback<br />

about the designs.<br />

Media designs in versions 1 to x.<br />

Internal person in charge of<br />

marketing <strong>and</strong> internal client (either<br />

marketing itself or another<br />

department; for example, sales <strong>and</strong><br />

distribution or product management).<br />

Project manager <strong>and</strong> service<br />

providers.<br />

Project managers <strong>and</strong> selected<br />

service providers.<br />

Project managers <strong>and</strong> service<br />

providers.<br />

� Depending on the media, specific web-based data forms can<br />

be provided (for example, advertisements, web banners,<br />

brochures, etc.) which include all required information (for<br />

example, printing parameters for printed media, <strong>and</strong><br />

technical data for online media).<br />

� The completeness of this data can e.g. be defined as<br />

prerequisite for the creation of an order.<br />

� Service providers are stored in the software with their<br />

histories <strong>and</strong> evaluations to support the selection process.<br />

� Automatic transmittal of the complete briefing to selected<br />

service providers, <strong>and</strong> automatic notification of project<br />

managers in case of questions or submission of a quote.<br />

� Assignment of contracts via software only allows selected<br />

service providers continued access to the web-based job<br />

file; the remaining service providers now can no longer view<br />

the job.<br />

� A software solution with a review tool allows viewing of<br />

any file format <strong>and</strong> entry of comments in the form of virtual<br />

sticky notes directly online. The service provider can directly<br />

upload source files without file conversion.<br />

� All participants review the same current media version, <strong>and</strong><br />

the comments of others are transparent <strong>and</strong> traceable.<br />

© Br<strong>and</strong>Maker GmbH, Mirko Holzer Page | 6


FOCUS PAPER The creative supply chain under control<br />

Process Component What happens in this step? What information is required? Who are the participants? How can software support the process?<br />

Corrections<br />

Approval<br />

Pre-Production / Typesetting<br />

Production<br />

The service provider makes required<br />

corrections <strong>and</strong> provides a new<br />

media version.<br />

The client approves the medium for<br />

production.<br />

The released medium is given over<br />

to production preparation or to<br />

typesetting.<br />

<strong>Review</strong>, correction <strong>and</strong> approval<br />

steps follow as described above.<br />

The project may be returned again<br />

for new creation.<br />

The medium is produced <strong>and</strong><br />

delivered to the client.<br />

Cumulative correction requests <strong>and</strong><br />

changes, as well as the media<br />

version with comments.<br />

The new media version.<br />

Final medium, final cost data,<br />

timing.<br />

The final media version, <strong>and</strong> as<br />

necessary, also information on<br />

corrections <strong>and</strong> changes as well as<br />

releases.<br />

Final media version <strong>and</strong> production<br />

approval.<br />

Assigned service providers.<br />

Internal project employees, but also,<br />

for example, technical approval by<br />

project management, or legal<br />

approval by legal department.<br />

The producing service provider <strong>and</strong><br />

the internal project manager from<br />

marketing.<br />

Production service providers.<br />

� Central <strong>and</strong> transparent entrainment of all comments to<br />

each media version allows simple <strong>and</strong> structured<br />

incorporation of changes.<br />

� Updated media versions are provided directly via the<br />

software, <strong>and</strong> replace manual sending via e-mail.<br />

� The required approvals are obtained via the tool. At any<br />

time, the status of missing approvals is visible.<br />

� The software sends automatic reminders <strong>and</strong> information<br />

notices on approvals.<br />

� Automatic notification of the production service providers,<br />

concerning an existing order.<br />

� Correction copies, etc. for release can be provided via the<br />

software.<br />

� Following conclusion of the project, the job folder is closed<br />

<strong>and</strong> archived in the software.<br />

� The performance of the service provider can be assessed.<br />

� Past orders remain traceable <strong>and</strong> transparent.<br />

© Br<strong>and</strong>Maker GmbH, Mirko Holzer Page | 7


FOCUS PAPER The creative supply chain under control<br />

The use of suitable software for the management of creative workflows in marketing supports the realization of potential<br />

savings, higher quality, <strong>and</strong> better timing of creation. The advantages in detail:<br />

- more transparency for the process participants through traceability <strong>and</strong> documentation,<br />

- better evaluation of weak points <strong>and</strong> risks; for example, more accurate estimation in advance of the time<br />

needed for creation up to the delivery of the finished media,<br />

- early recognition <strong>and</strong> solution of bottleneck situations by transparency over the entire volume of jobs,<br />

- faster <strong>and</strong> more structured coordination via st<strong>and</strong>ardized processes, less complexity, <strong>and</strong> up-to-date<br />

information,<br />

- higher quality through complete information,<br />

- flexible job h<strong>and</strong>ling by workflows <strong>and</strong> job files specific to different types of media,<br />

- faster approvals,<br />

- better communication within the team,<br />

- Reduction of administrative costs (file format conversions, e-mail transmission).<br />

Figure: <strong>Job</strong> overview <strong>and</strong> interactive review tool using the example of Br<strong>and</strong>Maker<br />

Software solutions for workflow optimization in the creative supply chain are frequently inseparably connected to media<br />

asset management, a central database for created media objects. This connection is recommended to companies that<br />

© Br<strong>and</strong>Maker GmbH, Mirko Holzer Page | 8


FOCUS PAPER The creative supply chain under control<br />

strive for a complete integration of their creative processes, without media breaks <strong>and</strong> interface losses:<br />

- The media asset management system is the central storage location for all media designs <strong>and</strong> for the final<br />

media.<br />

- It guarantees a transparent <strong>and</strong> correct version control.<br />

- It provides further optimization of the creative processes through a direct connection with the desktop of the<br />

designer allowing the interface-free uploading of data.<br />

- Immediately following release, media are available in the media asset pool for intended users.<br />

The scenario which is described here can be turned around from the point of view of the creative companies involved in<br />

the value chain, because an optimized supply chain, on the basis of appropriate software, also offers increased potential<br />

for these companies. If, for example, an agency or a printing service provider installs a web-based review tool in order to<br />

present its customers media designs <strong>and</strong> correction copies for coordination, correction, <strong>and</strong> approval online via the tool,<br />

the company provides itself with a considerable competitive advantage. For:<br />

- A web-based review tool provides an incomparably comfortable possibility to view <strong>and</strong> comment media for<br />

clients at the company side. No more umpteen megabytes in the in-box, no version chaos, no redundant<br />

feedback on a now-obsolete design. Via web link, the client goes directly to the review tool <strong>and</strong> provides his/her<br />

feedback.<br />

- In addition to perfect customer service, a service provider can gain time for itself <strong>and</strong> its clients, since review<br />

<strong>and</strong> correction cycles are accelerated.<br />

- The service provider also retains the upper h<strong>and</strong> on source data of the designs, if this has been agreed upon with<br />

the client.<br />

- And: Service providers who are able to offer their clients more service, faster processes, <strong>and</strong> better timing, have<br />

a notable <strong>and</strong> positive competitive edge in a hard-fought <strong>and</strong> crisis-prone market.<br />

Br<strong>and</strong>Maker is the leading provider of Marketing Resource <strong>Management</strong> (MRM) systems in Europe. Established in 1999 as<br />

pi-consult GmbH, the company has operated as Br<strong>and</strong>Maker GmbH since 2009; it focuses exclusively on the development<br />

<strong>and</strong> marketing of dem<strong>and</strong>ing software solutions for the marketing communication of medium-sized <strong>and</strong> large<br />

organizations. Br<strong>and</strong>Maker is headquartered in Karlsruhe <strong>and</strong> employs approximately 185 people. The software by the<br />

same name is an extensive, modular MRM solution that optimizes the entire marketing process chain, makes operative<br />

marketing easier, <strong>and</strong> significantly increase productivity in marketing. Among other things, there are Br<strong>and</strong>Maker<br />

modules for the realization of br<strong>and</strong> portals, software-supported marketing planning, media asset management, the<br />

automated creation of online <strong>and</strong> print media, as well as centrally-controlled local area marketing. Well-known<br />

companies that use Br<strong>and</strong>Maker solutions in their communications <strong>and</strong> marketing departments include BASF, Bayer,<br />

Commerzbank, DekaBank, Ernst & Young, EnBW, GLS, SaraLee, Schenker Deutschl<strong>and</strong>, UBS, <strong>and</strong> ZF. As a subsidiary based<br />

in Atlanta, Georgia, Br<strong>and</strong>Maker Inc. cultivates the American market.<br />

www.br<strong>and</strong>maker.com<br />

© Br<strong>and</strong>Maker GmbH, Mirko Holzer Page | 9

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