Does your organization need a marketing work management platform?

Deciding whether your company needs an enterprise marketing work management platform calls for the same evaluative steps involved in any software adoption, including a comprehensive self-assessment of your organization’s business needs and resources, staffing, management support and financial resources.

Use the following questions to help you gauge your organization’s need, and readiness for this kind of tool:

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Does the platform fit with our current processes or would we need to change them?

In some cases, it might be worth changing your workflow to take advantage of a platform, but, in others, that change may create more problems than it solves. Ideally, you want to find a solution that can be easily adapted to the way your employees get tasks accomplished. This also enables staffers to learn the tool more quickly, as their familiarity with the process will make it more intuitive.

How do our employees manage their own productivity?

People have different ways of organizing work. Some may use the Pomodoro method to maximize productivity, while others might subscribe to the GTD (Getting Things Done) philosophy. Knowing how your employees work will help you determine which solution to adopt.

Do we have C-level buy-in?

Marketing work management tools can serve as the foundation of an enterprise’s activities, and some objectives – cross-departmental coordination, for example – are more easily reached if a tool has executive support and is adopted companywide.

What systems must the marketing work management platform integrate with?

Many companies have strong commitments to existing tools like an office suite (Google Workspace or Microsoft Office), a CRM or a creative editing platform. Which integrations are must-haves and which are nice-to-haves?

Do we have the right technical resources?

If you find something that works well for you but doesn’t have the out-of-the-box integration you require, can you dedicate the development resources to creating a connection?

Can we invest in staff training and educate outside stakeholders, as well?

It is vital to train any employees who will be using the platform. They must know how to use it and what is expected of them when they assign or are assigned a task. If you will be using the tool to engage with outside entities – clients, contractors and the like – you will also need to familiarize them with the platform.

Have we established KPIs and put a system in place for tracking, measuring and reporting results?

If you’re justifying the investment in a tool by how it achieves the desired results, ensure you have ways to compare the before and after to determine if you are getting a good ROI. For example, are you experiencing fewer snags in producing deliverables? Do clients ask fewer questions about the status of a campaign because they’re able to obtain the information themselves through the tool?

Do we have realistic expectations?

Just licensing a marketing work management platform won’t instantly get your operations organized. It takes time to customize a tool for your needs, for employees to be trained and become familiar with the platform, and for projects to get off the ground.

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Marketing work management: A snapshot

What it is: Marketing work management platforms help marketing leaders and their teams structure their day-to-day work to meet their goals on deadline and within budget constraints, all while managing resources and facilitating communication and collaboration. Functions may include task assignments, time tracking, budgeting, team communication and file sharing, among others.

Why it’s important today. Work environments have changed drastically due to the COVID-19 pandemic. This has heightened the need for work management tools that help marketers navigate these new workflows.

Marketers have been at work developing processes that allow them to work with those outside their own offices since marketing projects—campaigns, websites, white papers, or webinars—frequently involve working with outside sources.

Also, with marketers required to design interfaces, write content, and create engaging visual assets today, more marketers are adopting agile workflow practices, which often have features to support agile practices.

What the tools do. All of these changes have heightened the need for marketing work management software, which optimizes and documents the projects undertaken by digital marketers. They often integrate with other systems like digital asset management platforms and creative suites. But most importantly, these systems improve process clarity, transparency, and accountability, helping marketers keep work on track.

Dig deeper: What is marketing work management and how do these platforms support agile marketing

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