Client Case Study
Bendigo And Adelaide Bank
Twelve months ago,
the Marketing division of the Bendigo and Adelaide Bankwent in search for project management software to help them manage their creative workflow – admation was selected as their preferred solution. We chatted to Dan Holland, the Creative Hub Manager, to see what challenges led to the implementation of admation and how its features have been beneficial to their business.
Prior to implementing admation
Before admation, Dan’s department used paper-based job bags to manage their marketing projects and approval workflow. This manual process didn’t provide his team with much visibility over their work. This led to the introduction of an internal shared workbook that was hosted on an internal server. This spreadsheet-based workflow system enabled marketing to brief jobs into the workbook as well as record the status of approvals.
While the tool provided more visibility than the paper-based job bags it still had a number of issues including:
Dan recalls, “Some of our marketing staff are spread across the country and they often didn’t have the connectivity. As we got bigger, it became more of an issue and it got harder to manage. We had to do work rounds where people started emailing details to be added to the workbook. Things were taking longer in the system than they needed to.”
Selecting the right marketing
project management software
After a couple of years of using the workbook, the business decided it was time to seek out a more efficient solution. A small working group from marketing was formed who started the process of researching project management tools. The group wanted to find a system that could:
Dan says that while there was a vast range of systems available in the marketplace, they were either standalone solutions (such as DAM only) or had features that weren’t relevant to their requirements.
“We went out on a quest to see what was out there. That’s where having a website and testimonials plays a part in the selection process. It got to the point where we short listed and met with a few companies and went through the presentations.”
To the marketing team’s credit, they also brought in stakeholders from other
departments who would be using system to help in the selection process – a decision bound to encourage higher adoption rates. Dan says that they eventually chose admation because it matched their requirements as well as offered a simple, userfriendly interface.
“I think when you’re looking at implementing change, simplicity and user experience are key. Of the presentations, the admation team did a brilliant job and made us feel at ease with it all. Another key factor, which was offered by admation, was to visit another business that was using the system. When it came to making a final decision, this was really important for us.”
Admation presented a range of onsite workshops and training to give the Creative Hub and wider marketing teams a strong overview of admation. According to feedback, the real benefit was that everyone got to use admation in a test environment where any questions were answered.
At first there was some reluctance about changing processes and systems. As a result, Dan became one of admation’s champions along with Kylie Tan who was brought in as Creative Hub Workflow Manager to oversee the implementation of admation.
“With that, we just needed to champion the system and talk about the benefits it brings. If you just reminded people of that, that brought people along and through that initial barrier to change.”
Benefits of admation
Since the implementation, the Creative Hub team has seen a number of improvements:
With the implementation, Dan says they also took the opportunity to adjust their own workflow to match admation.“At the end of the day, admation has been built to be a best practice workflow so it enabled us to manage our work differently.”
Best features of admation
Dan cited a range of features that have streamlined his team’s work:
“The ability to proof and mark up videos is handy for us. That’s not something we had in the past. We’d have to upload it to Youtube and send it across to someone. Even then, they had to document time codes for alterations. In admation, we can mark up on timelines.”
Our only real challenge has been people’s reluctance to embrace change. But we’ve certainly overcome that now.”