Document management is of the utmost significance when establishing a marketing agency. You must do everything necessary to keep your desk clutter-free and to save time wherever possible. If you spend an excessive amount of time searching for a contract or the most recent design, your productivity may be substantially lower than desired.
Maintaining order is essential for both your sanity and your professionalism. If your desk is continually littered with documents, it can be tough to find anything. Folderit’s DMS and its Microsoft 365 integration can serve as the foundation for the future of your agency’s document management.
With a document management system, you will be able to scan and digitize all of the essential papers. You can also conduct rapid searches to locate the required papers. This enables you to arrange contracts, designs, and other commercial issues, such as bills.
Track Versions and Modifications
Particularly inside a marketing agency, your work is subject to numerous revisions and iterations. Whether you are developing a logo for a client or creating promotional posters for them, you should ensure that you are using the most recent versions. If you haven’t converted everything to a digital format, you risk losing information or dealing with outdated versions. This can be frustrating for both your team and your customers.
When a document management system is functioning in the background for you, you may present a more professional image. It enables you to be more organized by identifying the most recent versions so that you may upgrade correctly.
Streamlining Workflow and Automation
A document management system can help digital marketing agencies streamline workflows and improve efficiency by automating tasks such as document capture, approval workflows, and task assignments. This can greatly reduce administrative overhead and enable teams to focus on creating great content and driving results for clients.
Folderit’s document management system offers a range of features that are specifically designed to streamline workflows for digital marketing agencies. From document capture and organization to collaboration and approval workflows, Folderit offers a comprehensive solution for managing digital marketing assets and automating common tasks. With Folderit’s workflow automation capabilities and integrations such as ‘Make’, agencies can improve efficiency, reduce errors, and accelerate project delivery times. For example, users can set up custom workflows for content creation and approval, automatically assign tasks to team members, and track progress in real-time. These features help to reduce administrative overheads and enable teams to focus on what they do best – creating great content and driving results for clients.
If you are continuously searching for something but cannot locate it, you are wasting time more than anything else. This is no way to operate a marketing agency. The greater the number of clients you have, the more job you have. You must remain organized at all times in order to project a more professional image.
SharePoint may be something with which you are already acquainted. It has helped numerous companies save time. Yet, you may ensure that your homepage contains even more functionality by adding to it. In addition to document management, you can also manage all of your other projects. You may track data and create a dashboard for your portfolio so that you are aware of the status of all of your clients.
Cooperate More Easily
You may rely heavily on cooperation if you work with clients from outside your region or if you have staff that is not located in your workplace. Due to the ability to electronically transmit all information, data management will facilitate collaboration. It is also possible to aggregate data for projects, allowing you to create task lists and monitor milestones. Suddenly, projects will be simpler to complete as a result of the ability to manage risks and monitor progress at every stage. It might reduce your workload and demonstrate your organization and professionalism to clients.