Agency Management, Operational Excellence

How to Operate More Efficiently with Advertising Agency Software

by David Arnold, July 5, 2016

Projects don’t always go as planned. No matter how perfectly you’ve outlined tasks, major milestones, and timelines, things can still go wrong.

Clients don’t provide information. Freelancers overlook a key deliverable. Technical issues prohibit you from moving forward. Sound familiar?

While problems are bound to happen, agencies can reduce repeat errors and avoid unnecessary redundancies with project management software. Read on to discover how advertising agency software can help organizations operate more efficiently.

Consolidate Communication

Over the past decades, email has undoubtedly emerged as the preferred method of communication for everyone from your boss to your grandparents. While it’s so deeply ingrained in nearly every aspect of our lives, it’s also an incredibly inefficient way of communication across your organization.

Agency software enables organizations to consolidate communication in an easy-to-use, centralized location. Internal messaging tools allow teams to separate communication across individual projects. Not only does this ensure that important messages are received, it easily enables your team to view past correspondences.

However, we understand email will still be used—primarily for client communication. And the best software anticipates your needs by maintaining project diaries that track emails and store forms, making communication accessible to everyone involved.

Standardize & Customize Your Processes

While the concepts of standardization and customization may seem contradictory, advertising agency software should encompasses both. Sure, it’s important for your agency to have standards for processes such as creative briefs and reporting. But it’s equally important to realize that no two projects are exactly the same—and react accordingly.

Robust project management software enables you to create, edit, view, and print project briefs and reports, all while providing the capability of creating custom templates to ensure that the process is quick and intuitive. Not only does customization automate processes for internal purposes, it ensures that your clients stay happy—which is the bread and butter of your organization.

Set Expectations & Increase Accountability

At the outset of every project, it’s essential that your team members be aware of their exact roles and responsibilities. No matter the size of your agency, certain project teams will consist of multiple departments. And whether they like it or not, these departments are required to interact with each other.

Advertising agency software integrates accounting, collaboration, CRM, project management, media management and ensures that all team members are clear on their roles by outlining tasks and deliverables.

Not only does the best software set expectations and allow for integration, it increases accountability. From updating project schedules to showing creative team availability, software prioritizes work, locates personnel, and creates accountability across your organization. When everyone is on the same page—and has access to see what the rest of the project team is up to—employees take ownership of the project.

Agency Software Evaluation Checklist

About The Author

David studied at the Northern AZ University & spent years working with agencies like J. Walter Thompson and McCann-Erickson and Fortune 100 companies in Tokyo.

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