Client Case Study
To enhance the marketing approval process for CPA Australia’s marketing collateral, such as brochures, event signage, advertising and promotions.
CPA Australia implemented admation, an online approval workflow solution, which enabled them to streamline their marketing approval processes by reducing versions and duplications, subsequently increasing marketing output and quality of content.
Excerpts from an interview with Meg Yeates, Manager – Brand Marketing, CPA Australia
A lengthy process for approving
CPA Australia’s Annual Report
“The Annual Report is a key document that the business is required to produce and it has a number of key stakeholders that need to be involved including key executives, and internal stakeholders responsible for project management. The Annual Report, in the past, has also used external suppliers to help deliver the Annual Report (i.e. copywriters, designers and printers). There are different stages, and a number of external sign offs and processes required to ensure we’re following the formal process.”
Simplifying the approval process of the Annual Report with implementation of admation
“This year we looked at the process in a holistic way and admation was part of the solution to some of the challenges we had in delivering the Annual Report in the past. In previous years we were, easily, at over 16-17 versions of the Annual Report. This year, with the help of admation we’ve reduced the number of revision to 8. We would anticipate next year we can bring that down even further. Admation has provided us with huge benefits compared with the older processes that had been established in the business.”
Improvements in production times
“I’d say weeks. We’ve made some significant improvements in terms of process and how the Annual Report comes together. Through admation, we were able to cut down on a lot of the changes being made because we were able to track what we were doing in each section.”
Reduced versions and duplications
“We needed to look at bringing in a marketing management solution that allowed us to manage the significant volume of work that the business has to deliver in a more streamlined way. And the outcome for us, ultimately and across the board, has been the amount of versions being cut down. We’ve also seen a reduction in the duplication of the same job coming through. As an international business, it’s not uncommon to see people brief in the same job. Admation is helping us to pick those instances up.”
Support in implementing admation
“I think the challenge for the team at CPA Australia was adapting to the new way of working; but the team at admation came in and provided training and support. Therefore any of the team members who might have been challenged were then able to embrace and use the solution.”
“There’s been a whole range of benefits. It’s just a great example of how we’ve been able to achieve better results for the business. CPA Australia produces a very high volume of material on an annual basis, and admation has enabled the business to keep up; in fact, they’ve enabled us to increase the amount of work produced. We’ve seen a definite improvement in marketing approval process because of it.”