13 min read

Optimizing Banking Business Process with BPM in 2022

By Erin Esterberg on September 16, 2022 11:26:13 AM CEST

In general, the banking industry and the financial sector are getting more competitive every year: customers demand more convenience and speed with every banking transaction, yet maintaining accuracy is also a must.

In short, banks are expected to be more productive and efficient to stay competitive.

This is why the topic of implementing Business Process Management (BPM) in banking has garnered significant interest in recent years. Optimizing and automating banking processes are necessary for every bank to keep up with the rapidly evolving customer expectations and tight competition.



This guide will discuss how implementing BPM can help banks improve their efficiency and how to use BPM solutions to achieve this purpose effectively. 

By the end of this guide, you'd have learned about:

  • What is Business Process Management (BPM)?

  • Standard business processes in banking and their challenges

  • How BPM can improve a bank's efficiency and productivity

  • The implementation of BPM in banking

  • Automating banking business processes

Let us begin with the basics: what is Business Process Management?

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13 min read

A Detailed Guide to Project Management for Agencies

By Jeff Ross on September 1, 2022 1:31:08 PM CEST

Running and managing clients' projects is at the core of any marketing agency. The more efficient and effective an agency can execute these projects, the more this agency will grow.

If you want to run a successful and growing marketing agency, implementing proper project management is very important, if not absolutely essential.

In fact, without project management, your agency will only struggle to chase one deadline over the others, leaving you no time to build a business.

Yet, implementing project management for agencies can be easier said than done. There are unique challenges you'll face in an agency project management that aren't there in traditional project management, and not to mention, there are various project management methodologies to choose from, which can easily confuse you.

In this detailed guide to agency project management, you'll learn everything you need to know to have a winning agency project management strategy, including but not limited to:

  • What is project management?

  • Implementation of project management in agencies: unique challenges

  • Different project management methodologies to choose from

  • Hiring a project manager for your agency

  • Automating your agency project management with project management software

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11 min read

The Ultimate Guide to Project Management for Marketing in 2022

By Gary Fisher on August 26, 2022 11:58:26 AM CEST

Are your internal marketing department currently struggling with managing multiple projects? Or are you a marketing agency handling many clients and projects simultaneously?


The success of any marketing team (and marketing agency) is measured by how efficiently and effectively it utilizes its available resources, including personnel while handling projects. It's not easy!

Handling multiple projects for multiple clients and ensuring all of them stay within deadline and budget can be easier said than done. This is why properly implementing project management is essential in marketing and will increasingly become more important as the marketing team or agency grows.

In this ultimate guide to marketing project management in 2022, we will explain what marketing project management is and how you can use it to improve your marketing team's success.

By the end of this guide, you'd have learned about:

  • What is project management for marketing?

  • Common challenges in marketing projects

  • The anatomy of marketing project management

  • The role of a project manager in marketing

  • How to leverage project management solutions to assist your marketing team

Let's begin with the basics.

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13 min read

How To Implement Workflow Management In Graphic Design

By Sylvain Doré on March 22, 2022 12:53:00 PM CET

All businesses and organizations always deal with at least one workflow, and graphic design businesses are no exception. The more efficient a business can execute its workflow(s), the more effective and productive it will be as an organization. This is where workflow management comes in.


Workflow management is an effort to map, analyze, and optimize a workflow to be as efficient as possible. However, in graphic design businesses and creative businesses, a key challenge in implementing workflow management is finding the right balance between maintaining creativity and optimizing the workflow.

Workflow management, in essence, is about providing structure to a workflow to ensure efficiency. Still, it's also no secret that structure and rigidity may limit creativity, which is essential for a creative business like a graphic design agency.

In this guide, we will discuss how to effectively implement workflow management in graphic design, covering the following elements:

  • What is workflow management?

  • Unique challenges of workflow management implementation in graphic design

  • Typical anatomy of a graphic design workflow

  • Step-by-step guide on implementing workflow management in graphic design

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13 min read

How to Create and Optimize an Approval Process

By Sylvain Doré on March 17, 2022 3:58:00 PM CET

Virtually all organizations involve at least one approval process in their day-to-day operations, from as 'simple' as submitting a daily report for review to presenting an annual strategy to be reviewed by the board of directors.


Yet, it's no secret that approval processes can be the bane of efficiency, full of delays, endless revision cycles, and even disputes.

Probably you've experienced the pain of submitting something for review, waiting for days until you've finally got feedback, only for the higher-ups or the clients to ask for another revision. Even worse, the inefficient time you've spent waiting for approval can often be as long or even longer than the time you've spent on the project.

The efficiency of the approval process will directly affect the organization's overall efficiency and productivity. Poor approval processes will damage the business's overall performance, so the organization will need more time and resources to achieve its objectives.

In this guide, we will learn all you need to know about creating an effective and efficient approval process, and by the end of this guide, you'd have learned about:


  • What is a process? Process VS workflow

  • What is an approval process?

  • Key challenges to ensuring the efficiency of an approval process

  • Best practices for approval process efficiency

  • How you can streamline and optimize your approval workflows

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13 min read

Actionable Tips for Building & Optimizing a Marketing Approval Process

By Jeff Ross on March 11, 2022 2:20:29 PM CET

In any organization with a marketing department, the marketing approval process is often one of the essential workflows and one of the most challenging to optimize.


The majority of marketers have admitted that approval delays are one of the top reasons they miss deadlines. So, whether an organization can streamline and optimize its marketing approval process will affect how efficiently the whole organization will perform.

On the other hand, many marketing leaders and marketing teams still rely on inefficient methods and techniques like emails, basic file-sharing systems (DropBox or Google Docs) that are not designed for approval workflows, and traditional project management systems, while in reality, today’s complex approval process demands more.

A centralized approach to managing marketing approval is crucial, and an organization will need the correct tools and strategies to streamline the whole approval process.

In this guide, we will show you the actionable steps for building and optimizing an efficient marketing approval workflow, and by the end of this guide, you’d have learned about:

  • The concept of a marketing approval workflow

  • Why it’s essential to have a streamlined and optimized workflow

  • Common challenges in the marketing approval process and how to tackle them

  • A step-by-step guide to building and optimizing an efficient marketing approval workflow

  • Best practices to follow to ensure the efficiency of the approval workflow

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14 min read

What Is Enterprise Workflow Management

By Xavier Dorvillers on February 15, 2022 3:18:00 PM CET

Enterprise Workflow Management, also called Enterprise Work Management (EWM) or Enterprise Process Management (EPM), is essentially the application of business process management, or BPM, in an individual enterprise.


However, “enterprise workflow management” is also often used to refer to the enterprise work management software that enables us to implement workflow management on an enterprise scale.

So, what is Business Process Management?

BPM often called workflow management, is a discipline focused on identifying, modeling/mapping, analyzing, measuring, and optimizing workflows and especially process workflows (note: we’ll learn about the differences between “workflow” and “process” later on in this article). 

A workflow can be defined as a set of tasks that get executed sequentially to achieve a specific objective. Thus, an enterprise workflow will help the company achieve its business objective (or objectives). 

All organizations and every professional working in an organization always involve at least one workflow. A hotel receptionist, for example, has a workflow for facilitating guest check-ins. 

Some organizations can involve only one pretty straightforward workflow. However, an enterprise typically involves multiple workflows that are all interconnected in a complex manner, which is why enterprise workflow management (EWM) would require a unique, more thorough approach while considering the enterprise’s overall strategy and available resources. 

Due to the typically complex bureaucracy of an enterprise, EWM will also need to provide a governance model for the management, implementation, and evaluation of the workflow management initiatives.

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14 min read

How to Create and Document a Workflow Reliably and Accurately

By Jeff Ross on February 10, 2022 11:53:18 AM CET

All businesses and organizations have workflows. Even individual workers always involve at least one workflow in their day-to-day operations.


When these workflows get executed efficiently, your business is also efficient, and vice versa: inefficient workflows will result in missed deadlines, lost opportunities, and losses in revenue, profits, and even reputation. 



But what are workflows, and why is it important to document your workflow? More importantly, how can we optimize these workflows to be as efficient as possible? 

In this guide, we will discuss:

  • What is a workflow

  • Different types of workflow

  • Why you should document your workflow

  • How to document your workflow reliably and accurately

  • How to analyze the established workflow

  • How to optimize the workflow to make sure it’s as efficient as possible

And more!

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11 min read

The Ultimate Guide To Creating a Successful Marketing Workflow

By Erin Esterberg on January 25, 2022 10:03:00 AM CET

We can’t deny that in today’s business environment, marketing is growing more complex than ever: marketing teams are getting bigger and must handle even more activities from email, social media, public relations, advertising, and more.


Yet, we can only expect marketing to grow even more complex and challenging in 2022 and in the years to come.

Ensuring your marketing team stays productive, organized, and effective can be very challenging. The key to success is to create a marketing workflow capable of handling the details of every campaign and marketing project.

In this ultimate guide to creating a marketing workflow, we’ll discuss all you need to know about creating an effective marketing workflow for your marketing team.

By the end of this guide, you’ll have learned about:

  • What is a workflow?

  • What is a marketing workflow?

  • The benefits of having a comprehensive marketing workflow

  • A step-by-step guide on creating an effective marketing workflow

  • How to analyze and optimize your marketing workflow to improve its efficiency

And more!

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13 min read

How To Create a Business Process Map

By Gary Fisher on January 17, 2022 2:45:03 PM CET

Creating a business process map (a process we know as Business Process Mapping) can be an effective way to improve your organization’s overall efficiency.


All businesses deal with at least one business process or sometimes (inaccurately) called workflow. The more efficient an organization executes its business process, the more efficient its overall performance.

In practice, however, most businesses deal with multiple business processes intricately linked with one another. Ensuring they get executed as efficiently as possible can be challenging.

Not to mention, most teams consist of multiple people with different personalities and thoughts. So, getting the whole team to execute a business process in a consistent, most efficient way can be tricky.

This is where a business process map can help ensure the efficiency and consistency of your business processes.

In this guide, we will discuss all you need to know about business process mapping, including but not limited to:

  • What are business process maps and business process mapping?

  • The scope of business process mapping

  • Benefits of a business process map

  • The principles and framework to map out a business process

And more!

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