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1
From Chaos
to Compliance
What Creative Marketing Teams
Are Struggling With Today
2
Introduction
Marketing tactics and channels have multiplied
in recent years, where we see hyper-segmentation and
personalization as new normals, driving the need for more
creative content.
On top of this requirement for more content, campaigns
need to be delivered to market faster than ever before,
requiring marketers of all disciplines (creatives, production,
management, etc.) to work as efficiently as possible
throughout the creative process.
Additionally, marketers are increasingly being asked to
demonstrate controls over their processes, especially
those related to the review and approval of customer
facing assets. This has added a new challenge in the
quest to deliver quality work as fast as possible.
There is no question that marketing
teams are being challenged to produce
more, in less time, with the same
(or fewer) resources than ever before.
3
INTRODUCTION
Towards the end of 2017, we surveyed over 500 marketing
professionals to find out what was potentially holding
them back from delivering a high volume of work on tight
schedules, in other words, attaining the “escape velocity”
required for high performance.
We found that increased volumes of
work are indeed the new normal, while
at the same time, most organizations
are taking a brute-force approach to
collaboration and delivery - they're
getting done, but not as efficiently as
possible.
4
1.	The (Project Overload) Struggle is Real
The majority of marketers surveyed are managing more than four unique
projects on a weekly basis, with a third managing more than six.
2.	Creative Review and Approval Processes Are Still Lacking
Many marketing teams have not yet fully leveraged the benefits of applying
processes to the review of creative content. Mainstays such as email,
printouts and sticky notes are still prevalent.
3.	A Creative Project’s Achilles Heel - The Feedback Cycle
The feedback cycle is, unsurprisingly, identified as a timeline killer; the lack
of processes is highlighted as non-specialized tools are used to gather and
share feedback, which in most cases, complicates the process.
4.	Marketing Compliance - The New Normal
Compliance now affects the vast majority of marketers.
Whether it is regulatory requirements or brand guidelines, there is a need to
demonstrate control over the processes that involve reviews, revisions and
approvals. The marketing team that doesn’t have to account for compliance
as part of the creative process is now the exception, not the rule.
Key Takeaways
INTRODUCTION
5
Survey Results
6
SURVEY RESULTS
The (Project Overload)
Struggle is Real
A majority (60%) of respondents reported managing more than four (4) unique
projects on a weekly basis. There’s a more significant challenge for 1/3 (33%)
of respondents who say they’re handling six (6) or more a week.
As the number of marketing projects increase, so too does the combination of
stakeholders, contributors, resources and “customers” - those who will benefit
from the output of the project for their own particular needs and uses.
Thankfully, the combination of technology and processes allow teams to
manage more projects simultaneously. That is, of course, if technologies and
processes are implemented, which, as you’ll read later on, isn’t always the
case.
01
60%
Manage 4 or more
projects weekly
33%
Manage 6 or more
projects weekly
7
SURVEY RESULTS
Creative Review
and Approval Processes
Are Still Lacking
As part of the survey, we were particularly interested to understand how
marketing teams were dealing with the review and approval of creative content
(advertisements, artwork, collaterals, designs, etc.). The timespan between
concept (the original idea) to execution (the finished, customer-facing work)
is increasingly a key performance indicator (KPI) for marketing teams today.
Consistent processes are still lacking in the creative review and approval
process. Surprisingly, over half (53%) admitted to not having a consistent
process for the review and approval of creative content. As a standalone
issue, this is problematic. When combined with the increasing workloads
of marketing teams, the absence of consistent creative review and
approval processes could be disastrous - to both quality and timelines.
02
Looking a little deeper
Only 10% of those surveyed indicated they use on online proofing software to
manage review and approval of creative content. Of those that do use online
proofing software, 75% reported they do in fact have processes in place.
Clearly there is a direct correlation between the adoption of online proofing
software and the consistency of the review and approval process.
53%admitted to not having
a consistent process
for the review and approval
of creative content.
!PROCESS
8
A Creative Project’s
Achilles Heel -
The Feedback Cycle
03
Feedback is an essential piece of the creative
process. There are several key elements that
make feedback effective, such as specificity,
timeliness and medium, that have a direct
impact on the success of projects.
As part of the survey, we wanted to see
if gathering feedback was an issue, and if
so, why. We also set out to discover which
technologies and processes were being utilized
to solicit and manage feedback.
79% of those surveyed indicated they encounter
regular issues with gathering feedback on their
creative projects. Half (55%) point to vague,
or non-actionable feedback as the challenge,
while almost a quarter (24%) identify the key
stakeholders in a project as the role most
frequently holding up the feedback cycle.
SURVEY RESULTS
79%encounter regular issues with
getting feedback on their creative
projects.
point to vague, or non-actionable
feedback as the challenge
55% identify the key stakeholders in a
project as the role most frequently
holding up the feedback cycle
24%
9
We’ve already identified that lack of process (especially when combined with
the volume of projects) is a potential landmine in the creative review and
approval process. What about the tools being used to harness feedback?
Given the pain associated with scanning email threads for actionable
feedback, even though it’s a digital medium, it has little advantage over its
analog counterparts.
Interestingly, 20% of those surveyed say they use project management
software for the review and approval process. Yet the overwhelming majority
of those marketers (80%) still rely on email as well!
The key takeaway here is that non-specialized tools, such as general purpose
email and project management exacerbate the problem of gathering and
sharing feedback, as opposed to helping solve the challenge.
SURVEY RESULTS
More than a third surveyed (35%) are using out of
date methods for providing feedback on creative
content - emails, hard copy printouts, sticky notes,
etc.
10
Marketing Compliance -
The New Normal
04
Marketing compliance has evolved beyond trademark attribution and copyright
designations. For many years, regulated industries such as tobacco, alcohol
and pharmaceuticals have all required disclaimers, warnings and proper
usage notations on marketing materials. That was the extent of compliance
requirements for the few that were affected by it.
Today, however, marketing compliance has become obligatory for many
organizations. In fact, 78% of those surveyed said their work was subject
to at least one type of compliance (brand, regulatory, industry, etc.).
When cross-referencing these respondents, we find that 46% of those subject
to compliance requirements still rely on feedback channels that are typically
problematic for compliance auditing - email, hard copy printouts, sticky notes,
etc.
An important point to clarify - it’s not merely the need to comply - it’s also the
capacity to comply. There appears to be a massive disconnect between the
compliance requirements and the tools that have been chosen to help them
manage control over their processes and output.
SURVEY RESULTS
78%
46%
their work was subject
to at least one type of
compliance
still rely on feedback
channels that are
typically problematic
for compliance
auditing - email, hard
copy printouts, sticky
notes, etc.
11
This Needs
to Get Fixed.
12
THIS NEEDS TO GET FIXED. NOW.
The delivery of creative projects isn't going
to get any easier. Combining the increased
volume of creative work with the added layer
of compliance poses a real challenge for
delivery schedules.
The survey results show that those
organizations which utilize online proofing
software benefit from improved processes.
75% of those surveyed who use online proofing
say they have a consistent process for reviewing
all types of creative content (designs, video,
web, etc.)
For organizations reporting lack of feedback/
weak feedback, only ~1% of those are using
online proofing
Survey Results Speak
For Themselves -
Online Proofing Helps
Drive Process
Additional reading and resources:
What is online proofing?
Online Proofing Best Practices
Five Signs Your Marketing Team Needs Online Proofing
75%10% 1%Of those surveyed
use online proofing.
Of those that do use online proofing,
75% say have a consistent process
for reviewing all types of creative
content.
Conversely, of those organisations
reporting lack of feedback/weak
feedback, only ~1% of those are
using online proofing.
13
Ziflow online proofing was used for the review and approval of this ebook.
In total, it encompassed:
3 versions shared with 6 total team members
24 comments, 4 attachments to comments, 16 replies and 6 upvotes to comments
1 changes required decision, 3 approval decisions
About Ziflow
Ziflow is an online proofing application for marketers, which streamlines the review and approval
of creative content to deliver marketing projects faster. We do this by improving collaboration,
centralizing feedback and eliminating manual steps through automated workflow. Ziflow replaces
email, printouts and other ad-hoc methods for reviewing creative content with an enterprise-ready,
pure-play online proofing solution.
For more information, please visit www.ziflow.com

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eBook: From Chaos to Compliance - What Creative Marketers are Struggling With Today | Marketing | Advertising | Branding

  • 1. 1 From Chaos to Compliance What Creative Marketing Teams Are Struggling With Today
  • 2. 2 Introduction Marketing tactics and channels have multiplied in recent years, where we see hyper-segmentation and personalization as new normals, driving the need for more creative content. On top of this requirement for more content, campaigns need to be delivered to market faster than ever before, requiring marketers of all disciplines (creatives, production, management, etc.) to work as efficiently as possible throughout the creative process. Additionally, marketers are increasingly being asked to demonstrate controls over their processes, especially those related to the review and approval of customer facing assets. This has added a new challenge in the quest to deliver quality work as fast as possible. There is no question that marketing teams are being challenged to produce more, in less time, with the same (or fewer) resources than ever before.
  • 3. 3 INTRODUCTION Towards the end of 2017, we surveyed over 500 marketing professionals to find out what was potentially holding them back from delivering a high volume of work on tight schedules, in other words, attaining the “escape velocity” required for high performance. We found that increased volumes of work are indeed the new normal, while at the same time, most organizations are taking a brute-force approach to collaboration and delivery - they're getting done, but not as efficiently as possible.
  • 4. 4 1. The (Project Overload) Struggle is Real The majority of marketers surveyed are managing more than four unique projects on a weekly basis, with a third managing more than six. 2. Creative Review and Approval Processes Are Still Lacking Many marketing teams have not yet fully leveraged the benefits of applying processes to the review of creative content. Mainstays such as email, printouts and sticky notes are still prevalent. 3. A Creative Project’s Achilles Heel - The Feedback Cycle The feedback cycle is, unsurprisingly, identified as a timeline killer; the lack of processes is highlighted as non-specialized tools are used to gather and share feedback, which in most cases, complicates the process. 4. Marketing Compliance - The New Normal Compliance now affects the vast majority of marketers. Whether it is regulatory requirements or brand guidelines, there is a need to demonstrate control over the processes that involve reviews, revisions and approvals. The marketing team that doesn’t have to account for compliance as part of the creative process is now the exception, not the rule. Key Takeaways INTRODUCTION
  • 6. 6 SURVEY RESULTS The (Project Overload) Struggle is Real A majority (60%) of respondents reported managing more than four (4) unique projects on a weekly basis. There’s a more significant challenge for 1/3 (33%) of respondents who say they’re handling six (6) or more a week. As the number of marketing projects increase, so too does the combination of stakeholders, contributors, resources and “customers” - those who will benefit from the output of the project for their own particular needs and uses. Thankfully, the combination of technology and processes allow teams to manage more projects simultaneously. That is, of course, if technologies and processes are implemented, which, as you’ll read later on, isn’t always the case. 01 60% Manage 4 or more projects weekly 33% Manage 6 or more projects weekly
  • 7. 7 SURVEY RESULTS Creative Review and Approval Processes Are Still Lacking As part of the survey, we were particularly interested to understand how marketing teams were dealing with the review and approval of creative content (advertisements, artwork, collaterals, designs, etc.). The timespan between concept (the original idea) to execution (the finished, customer-facing work) is increasingly a key performance indicator (KPI) for marketing teams today. Consistent processes are still lacking in the creative review and approval process. Surprisingly, over half (53%) admitted to not having a consistent process for the review and approval of creative content. As a standalone issue, this is problematic. When combined with the increasing workloads of marketing teams, the absence of consistent creative review and approval processes could be disastrous - to both quality and timelines. 02 Looking a little deeper Only 10% of those surveyed indicated they use on online proofing software to manage review and approval of creative content. Of those that do use online proofing software, 75% reported they do in fact have processes in place. Clearly there is a direct correlation between the adoption of online proofing software and the consistency of the review and approval process. 53%admitted to not having a consistent process for the review and approval of creative content. !PROCESS
  • 8. 8 A Creative Project’s Achilles Heel - The Feedback Cycle 03 Feedback is an essential piece of the creative process. There are several key elements that make feedback effective, such as specificity, timeliness and medium, that have a direct impact on the success of projects. As part of the survey, we wanted to see if gathering feedback was an issue, and if so, why. We also set out to discover which technologies and processes were being utilized to solicit and manage feedback. 79% of those surveyed indicated they encounter regular issues with gathering feedback on their creative projects. Half (55%) point to vague, or non-actionable feedback as the challenge, while almost a quarter (24%) identify the key stakeholders in a project as the role most frequently holding up the feedback cycle. SURVEY RESULTS 79%encounter regular issues with getting feedback on their creative projects. point to vague, or non-actionable feedback as the challenge 55% identify the key stakeholders in a project as the role most frequently holding up the feedback cycle 24%
  • 9. 9 We’ve already identified that lack of process (especially when combined with the volume of projects) is a potential landmine in the creative review and approval process. What about the tools being used to harness feedback? Given the pain associated with scanning email threads for actionable feedback, even though it’s a digital medium, it has little advantage over its analog counterparts. Interestingly, 20% of those surveyed say they use project management software for the review and approval process. Yet the overwhelming majority of those marketers (80%) still rely on email as well! The key takeaway here is that non-specialized tools, such as general purpose email and project management exacerbate the problem of gathering and sharing feedback, as opposed to helping solve the challenge. SURVEY RESULTS More than a third surveyed (35%) are using out of date methods for providing feedback on creative content - emails, hard copy printouts, sticky notes, etc.
  • 10. 10 Marketing Compliance - The New Normal 04 Marketing compliance has evolved beyond trademark attribution and copyright designations. For many years, regulated industries such as tobacco, alcohol and pharmaceuticals have all required disclaimers, warnings and proper usage notations on marketing materials. That was the extent of compliance requirements for the few that were affected by it. Today, however, marketing compliance has become obligatory for many organizations. In fact, 78% of those surveyed said their work was subject to at least one type of compliance (brand, regulatory, industry, etc.). When cross-referencing these respondents, we find that 46% of those subject to compliance requirements still rely on feedback channels that are typically problematic for compliance auditing - email, hard copy printouts, sticky notes, etc. An important point to clarify - it’s not merely the need to comply - it’s also the capacity to comply. There appears to be a massive disconnect between the compliance requirements and the tools that have been chosen to help them manage control over their processes and output. SURVEY RESULTS 78% 46% their work was subject to at least one type of compliance still rely on feedback channels that are typically problematic for compliance auditing - email, hard copy printouts, sticky notes, etc.
  • 12. 12 THIS NEEDS TO GET FIXED. NOW. The delivery of creative projects isn't going to get any easier. Combining the increased volume of creative work with the added layer of compliance poses a real challenge for delivery schedules. The survey results show that those organizations which utilize online proofing software benefit from improved processes. 75% of those surveyed who use online proofing say they have a consistent process for reviewing all types of creative content (designs, video, web, etc.) For organizations reporting lack of feedback/ weak feedback, only ~1% of those are using online proofing Survey Results Speak For Themselves - Online Proofing Helps Drive Process Additional reading and resources: What is online proofing? Online Proofing Best Practices Five Signs Your Marketing Team Needs Online Proofing 75%10% 1%Of those surveyed use online proofing. Of those that do use online proofing, 75% say have a consistent process for reviewing all types of creative content. Conversely, of those organisations reporting lack of feedback/weak feedback, only ~1% of those are using online proofing.
  • 13. 13 Ziflow online proofing was used for the review and approval of this ebook. In total, it encompassed: 3 versions shared with 6 total team members 24 comments, 4 attachments to comments, 16 replies and 6 upvotes to comments 1 changes required decision, 3 approval decisions About Ziflow Ziflow is an online proofing application for marketers, which streamlines the review and approval of creative content to deliver marketing projects faster. We do this by improving collaboration, centralizing feedback and eliminating manual steps through automated workflow. Ziflow replaces email, printouts and other ad-hoc methods for reviewing creative content with an enterprise-ready, pure-play online proofing solution. For more information, please visit www.ziflow.com