Content Workflow Solution Package by Smartsheet Professional Services
Combine the power of Smartsheet with unparalleled expertise from thousands of successful engagements. Let Smartsheet Professional Services get you started fast with a content workflow solution delivered by our marketing professionals.
Overview
The Content Workflow Solution Package, powered by Smartsheet empowers marketers and creatives to track and manage creative requests, collaborate on review/approval cycles, and seamlessly store/distribute approved content to whoever needs it, all in a single platform. With this solution package, we will configure and implement a content workflow solution for your creative use case.
During your engagement, our Marketing & Creative Management specialists will work with you to map out your business processes, and define the steps to be performed as a part of specific workflows identified. They will then deliver a prescriptive content workflow architecture, mapped to the three foundational processes of managing creative work: Request Intake & Capacity Planning, Work Management, and Content Collaboration. Our experts will then configure your solution using Smartsheet's core capabilities for creative work management. This includes configuring a request intake sheet, a content request form, and a compatible Brandfolder structure. We will also provide enablement on how all of these components integrate with each other so that you can confidently begin using the completed solution within your organization.
This solution package is ideal for customers looking for a content workflow solution, implemented based on Smartsheet marketing best practices, to optimize their projects & processes for managing content.
The expected timeline to complete this package is 30 business days.
This solution package includes:
Engagement activities & deliverables
Discovery Activities
- We will schedule a Kickoff Call at the start of the project where we will go over the scope of this service, activities and timeline, your existing creative processes, and finally schedule future meetings to ensure everything stays on track.
- Prior to the Kickoff Call, we will send a questionnaire for you to fill out that will facilitate the conversation around your existing creative processes.
Solution Configuration & Training
- Four (4) 60 minute meetings during this milestone: Smartsheet Workflow Call, Brandfolder Organize Call, Integration Training and Review Call, and Brandfolder Distribution Training & User Testing Preparation Call
- CWM Intro + Request Intake Training | Topics & Deliverables Led by a CWM focused Marketing and Creative Management Specialist
- Introduction to Smartsheet
- Request Intake Workflow Training (Sheets, Forms, Rows, and Comments)
- Configuration of 1 Request Intake Sheet
- Configuration of 1 Content Request Form
- DAM Structure Best Practice Training | Topics & Deliverables Led by a DAM focused Marketing and Creative Management Specialist
- Brandfolder Structure Best Practice training (Sections, Labels, Tags, Custom Fields, Merging, Assets vs. Attachments)
- Configuration of 1 Brandfolder Content Workflow Structure
- DAM + CWM Integration Training & Walkthrough | Topics & Deliverables Co-led by both Marketing and Creative Management Specialists
- Training on the Proofing capability and it’s integration with Brandfolder
- Training on the Brandfolder Panel integration
- A demo of the full end-to-end solution that will be recorded for your future referencing needs
- DAM Audience Environment Training & Setup Call | Topics & Deliverables Led by a DAM focused Marketing and Creative Management Specialist
- Training on applicable asset distribution methods
- Guidance on how to conduct user testing
- Configuration of 1 Content Workflow Collection (if applicable)
Solution Transfer & Enablement Call
Topics & Deliverables (Final meeting of the engagement)
- Address any feedback collected during User Testing
- Transfer ownership of the Solution to you
- Confirm integration connectivity
- Provide guidance on how to manage your Content Workflow Solution
- Provide guidance on next steps
Engagement Activities and Timeline
Typical Duration (approximately 30 business days)
Preparing for the engagement:
Prior to kick off:
- Identify your Key Decision Maker and Solution Admin
- Your Key Decision Maker is the individual who ultimately approves the solution design process and functionality. The Solution Admin is the person who will own the maintenance and make updates post-release.
- Internally align on your business goals and the objective of this engagement.
- Gather relevant materials that outline your current process; examples could include process or requirements documents and/or templates.
- Come prepared to discuss your timeline. Understanding your dependencies, constraints, and preferred go-live dates will allow us to work together to formulate a plan.
- Explore Smartsheet University, Onboarding Videos, and Smartsheet Help to strengthen your knowledge of the platform. Reach out to your Account Team for more information and access.