Turning all our unique process into a connected ecosystem of digital workflows
As a modern go-to-market team, we have a complex set of processes that we use to run our business. For example, managing the assets for a campaign program requires inputs, approvals, feedback and measurement across at least five unique groups.
The challenge is, these are unique processes that are very specific to how we run our business. So, the most common approach is to handle them in emails, spreadsheets, SharePoint, Google Sheets – or even in Word and PowerPoint documents.
(Who here has spent a whole meeting arguing over the right PowerPoint template for documenting a program? Ack!)
When groups are co-located, it might be tolerable to get up and ask where to find an asset to use on a customer call. When remote, it all breaks down.
Luckily, we’ve been building a connected ecosystem of workflows on Quickbase and in integrated applications like HighSpot, to help our teams work together better. Now, that effort is on hyper drive. Our team is working actively to make sure every unique process is not only digitized, but integrated across all our source systems and all our teams.
As we work together to digitize everything, we keep three goals in mind…
- Give every person access to the actionable data and assets they need, when they need them, across any process or any system
- Enable people to work together quickly and safely, eliminating the complexity of dozens of disconnected documents and applications, and shifting toward a single, well-governed set of connected workflows.
- Improve our processes every day, making us better prepared for our new reality and for the future demands of our business