Annotation Workflow Management Software (AFM)

Annotation Flow Management allows you to control the flow of "notes" between different users and groups.

The Annotation Flow Management (AFM) feature allows companies to cater to the most advanced and sophisticated review cycles and can get deployed in single or multi-step marketing content approval workflows. 

AFM is unique to Aproove Work Management and gives unparalleled granular control of your review process within a step. The viewing of annotations gets controlled by a hierarchy of groups (called Schemas). Each group contains users with different permissions and every user of the same group is able to see each others notes.

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Below is a diagram of a typical 3 step approval workflow not using AFM.

At each step, the different reviewers access the proof applying notes and comments. Each reviewer can see the other reviewer/s notes and comments in the various review stages. This could be a problem if, for example, you want to have internal comments before you send the proof to your client and do not wish those internal comments to be visible. 

Annotation Workflow steps - Aproove

The basic workflow illustrated above will typically get adopted by companies such as agencies who are providing review and approval as a service to their clients. Most of the time, this is sufficient to fulfill the requirement from the Agency perspective.

Many enterprise clients have more complex approval needs due to multiple stakeholders in the approval process alongside strict compliance regulations. Content approval tools must keep up in these environments. 

Below is a diagram illustrating more advanced requirements in the Client Review stage. These kinds of requirements are met using the Annotation Workflow Management Software feature.

Annotation Workflow Management Feature - Aproove

In this example, "Step 2 Client Review" has three different departments that need to look at the proof, but all with different objectives. Each department is effectively its own review stage within "Step 2".

In this example, the proof needs to be seen by the legal team. The legal team does not want (or need) to view any comments or annotations from anyone outside the legal team.

The legal team can mark up the proof and have discussion threads, which get contained inside the legal team. The Legal Team's assigned Gatekeeper can then decide what annotations and comments get pushed back into the proof and what ones get discarded.

On the right side of the diagram, you have another Gatekeeper. This Gatekeeper is looking after both the Merchandise and Creative teams. Neither team will see each other's markup until the Gatekeeper promotes the selected notes and comments.

All three departments are working at the same time, and this process is not linear, which saves vast amounts of time by working in parallel.

Another common area where AFM is beneficial is when an agency sends a proof to an external client. The agency usually treats this as a single step in the agency workflow, but typically, the client has multiple teams that need to review.

With AFM, the agency can allow the client to work in a silo across as many departments as necessary before the client promotes the chosen comments. This powerful feature will help the agency's customers have a better and more efficient Review and Approval experience.

AFM effectively gives "Private meeting rooms" controlled by gatekeepers within one or multiple stages.

Industries

Built for regulated environments where failures create real risk

Insurance, healthcare, and enterprise teams face unique approval challenges. Aproove handles state-by-state variations, mandated language, FDA submissions, and multi-geography brand governance without breaking a sweat.

Life insurance & annuities

Manage complex policyholder communications, disclosures, and compliance approvals.

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Life insurance & annuities

Manage complex policyholder communications, disclosures, and compliance approvals.

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Medicare & managed care

Approve member communications, plan documents and marketing materials with full traceability.

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Medicare & managed care

Approve member communications, plan documents and marketing materials with full traceability.

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Regulated print services

Manage multi-state, multi-variant print production with pixel-level proofing and precise version control.

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Regulated print services

Manage multi-state, multi-variant print production with pixel-level proofing and precise version control.

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Pharma & life sciences

Coordinate MLR review across labels, clinical communications and promotional materials.

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Pharma & life sciences

Coordinate MLR review across labels, clinical communications and promotional materials.

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Federal agencies & national labs

Maintain strict governance, security, and auditability across high-stakes content.

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Federal agencies & national labs

Maintain strict governance, security, and auditability across high-stakes content.

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Retail & grocery

Coordinate high-volume packaging and seasonal campaigns across brands and regions.

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Retail & grocery

Coordinate high-volume packaging and seasonal campaigns across brands and regions.

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Marketing teams

Move faster with structured approvals, reduced rework, and full decision tracking across every campaign.

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Marketing teams

Move faster with structured approvals, reduced rework, and full decision tracking across every campaign.

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Creative agencies

Streamline client collaboration with clear approval cycles, version control, and a complete audit trail.

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Creative agencies

Streamline client collaboration with clear approval cycles, version control, and a complete audit trail.

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Customer results

Trusted by leaders

Used by teams that cannot afford uncertainty in their approval process.

"Implementing Aproove has dramatically reduced errors, increased motivation and satisfaction across the teams and importantly, saved the operation significant hard costs."

Kroger PE Leadership Team

“The Aproove team are the best team in the world. I feel like I'm their only customer, they are always there for me.”

Monika Marcinkowska
Divisional Digital Marketing Manager

"Within a short period, we were able to reduce 25 workflows into a single workflow. The team saw a 15-week reduction in getting new marketing packages from idea to market. More importantly, it ensured that all the packages were compliant with regulatory requirements. All steps, comments, and approval are captured and saved for any audits."

Michael Ruff
Senior Marketing Project Manager
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Stop reconstructing regulated content, start approving it

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