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How Process Automation Helps Creative Agencies Compete

Written on August.

Learn how process automation empowers creative agencies to streamline workflows, enhance efficiency, and stay competitive in a fast-paced industry.

5 minute read

Creative agencies constantly seek ways to streamline their operations, boost productivity, and deliver better client results. Business Process Automation (BPA) helps creative agencies run smoothly, be more productive, and focus on creative work.

This article steps through how agencies can use process automation effectively. They can do this by selecting the appropriate tasks to automate. Additionally it's important to find a balance between automated work and human creativity.

By wisely using BPA, agencies can improve workflows, reduce manual tasks, and deliver better results for their clients.

Identify Automation Opportunities

Process AreaAutomation Opportunities

Client Onboarding

Welcome campaigns, document collection, kickoff meeting scheduling, project startup, and budget approvals

Project Management

Task assignments, deadline reminders, status updates, resource allocation, and activity synchronization between creative and tech teams

Time Tracking

Timesheets updates and synchronization, project time allocation, billable hours calculation

Reporting

Data aggregation and centralized report generation, client dashboard updates

Asset Management

Digital asset organization, version control, approval workflows

Invoicing

Automated invoice creation, payment reminders, expense tracking

Social Media

Post scheduling, engagement tracking, content curation

Creative and advertising agencies can significantly improve efficiency by identifying key processes ripe for transformation. Here's an overview of common agency tasks that are prime candidates for business process automation.

 When identifying automation opportunities, agencies should focus on repetitive, time-consuming tasks that don't require significant creative input. Look for processes with clear inputs and outputs, as well as those prone to human error. Agencies can save time and improve accuracy by using automation for tasks, allowing more focus on strategy and creativity.

Start Small and Scale

Adopting an incremental approach to BPA reduces risk and allows teams to adapt gradually. Begin by selecting one or two main processes to try out first, such as tracking time and sending invoices. Test these processes before moving on to more complex workflows. 

This method enables agencies to test their approach, address any issues, and demonstrate value before scaling up. As the team gets more used to the systems, agencies can start using BPA in more areas of operations. This will help make the transition smoother and get the most out of business process automation.

Choose the Right Tools

Selecting the right tools is crucial for creative and ad agencies to implement business process automation successfully. Here's an overview of some key tools and their applications:

Tool TypeApplicationsExamples

Project Management

Task tracking, resource allocation, collaboration

Asana, Trello, Monday.com, Jira

Time Tracking & Invoicing

Billable hours, expense tracking, automated invoicing

Harvest, Toggl, FreshBooks, Advantage, Netsuite

Marketing Automation

Email campaigns, social media scheduling, lead nurturing

HubSpot, Mailchimp, Hootsuite, Marketo, Eloqua, Klaviyo

Creative Workflow

Asset management, version control, and approval processes

Wrike, Workfront, Filestage

Reporting & Analytics

Data visualization, automated reporting, performance tracking

Google Data Studio, Tableau, Domo, Looker

When choosing tools, consider factors like integration capabilities, scalability, cross-team processes, user-friendliness, and cost-effectiveness. It is important to select solutions that align with your agency's specific needs and can grow with your business. Additionally, look for tools that offer robust support and training resources to ensure smooth adoption across your team.

Visualize Workflow Bottlenecks

Visualizing workflow bottlenecks is crucial for identifying and addressing inefficiencies in creative agency processes.  Process mining and mapping is a very efficient and complete way to see into a process.

Metrics include cycle time per workflow state chart shows the average time spent in each step, revealing which stages are slowest. Scatter plots display task completion times, allowing teams to spot outliers and trends visually. Additionally, fishbone diagrams can help understand the root causes of bottlenecks by illustrating various factors contributing to delays. 

Agencies can improve productivity by mapping out processes and analyzing visual representations to identify and fix bottlenecks, such as overworked staff or inefficient systems. This helps streamline workflows and boost efficiency.

Process Mining Before Optimization
New Customer Onboarding Process Example

Standardize Before Automating

Before automating, creative and ad agencies should standardize their processes to ensure effective business process automation. By establishing consistent, well-defined procedures, agencies can maximize the benefits of modernization and avoid ongoing inefficiencies. 

Standardization simplifies the complexity of processes, making them easier to automate and maintain. It's important to review and adjust processes regularly to save money on future system changes and updates. Agencies should focus on understanding the end-to-end process, evaluating operational metrics, and identifying opportunities for redesign and improvement. 

Some people believe that changing processes quickly will lead to fast results. However, it is often better to standardize processes first. Standardizing processes can result in better and longer-lasting operational outcomes. By aligning their steps and creating effective plans, agencies can reach business goals and free up time for creative tasks.

Optimize Workflow with Process Mapping

Process mapping is a powerful tool for optimizing workflows and identifying automation opportunities within creative and ad agencies. By visually representing business processes, agencies can gain clarity on their operations, pinpoint inefficiencies, and streamline their workflows. 

This technique involves creating detailed diagrams that illustrate the steps, decision points, and resources involved in a process. This allows teams to identify redundancies, bottlenecks, and areas for improvement. Effective process mapping can lead to enhanced performance, cost reduction, and improved customer satisfaction. 

Agencies should involve key individuals in the mapping process. They should also regularly update maps. Additionally, they should utilize specialized software for creating and analyzing process maps. 

Creative agencies can benefit from using process mapping in their transformation strategy. This can help them improve operations, reduce mistakes, and focus more on valuable creative work. By implementing process mapping, agencies can streamline their workflow and increase efficiency. This will ultimately lead to better results and a more successful creative process.

Engage the Team

Include your team in the process early on to successfully automate business processes in creative and ad agencies. Involve employees early to benefit from their knowledge, gain their support, and make the switch to automated processes easier. 

Start by clearly communicating the company's vision and goals for change to align the team with the strategic objectives. Encourage team members to find problems in their daily tasks and suggest ways to improve processes with new methods. Provide comprehensive training and education on BPA benefits and functionality to empower employees and reduce resistance to change. 

Collaboration between human creativity and automated systems is key to maximizing efficiency, cost savings, and superior customer experiences. By fostering a culture that views automation as a tool to enhance human capabilities rather than replace them, agencies can maintain the creative edge that clients value while reaping the benefits of streamlined operations.

Integrate Cross-Departmental Tasks

Integrating cross-departmental tasks is crucial for maximizing the benefits of business process automation in creative and ad agencies. By breaking down silos and fostering collaboration, agencies can streamline workflows and improve overall efficiency. Here's an overview of key strategies for effective cross-departmental integration:

StrategyDescription

Define Clear Workflows

Map out processes that span multiple departments, identifying handoff points and potential bottlenecks.

Implement Collaborative Tools

Utilize project management platforms that allow seamless communication and task tracking across teams.

Automate Notifications

Set up automated alerts for task assignments, deadlines, and project updates to keep all departments informed. 

Standardize Data Formats

Ensure consistent data formats and naming conventions to facilitate smooth information flow between departments.

Establish Shared KPIs

Create performance metrics that encourage cross-departmental cooperation rather than siloed thinking.

By implementing these strategies, agencies can create a more cohesive work environment that leverages automation to enhance cross-departmental collaboration. This method improves efficiency and encourages innovation by combining different perspectives and skills to solve difficult creative problems.

Prioritize Integration and Flow

Prioritizing data integration and process flow is crucial for effective business process execution in creative and ad agencies. A data-centric integration approach helps information flow smoothly between systems and departments. This approach meets the organization's needs for accurate, relevant, available, and timely data. 

Agencies should focus on creating scalable and sustainable integration processes that align with evolving business needs. This involves assessing current data sources, identifying integration challenges, and defining clear objectives and KPIs for the integration process. 

By implementing robust data validation frameworks and employing advanced data cleansing tools, agencies can maintain high data quality throughout the automation journey. Additionally, leveraging data pipelines to automate the movement and transformation of data facilitates efficient analysis and decision-making. 

Prioritizing data integration and process flow enables agencies to build a strong foundation for operational excellence, ultimately enhancing operational efficiency and driving business growth.

Flexible Automation with Human Oversight

Flexible human-in-the-loop processes are crucial for creative and ad agencies to adapt to changing circumstances while maintaining efficiency. Automated processes should be scalable, customizable, and future-ready to accommodate new technologies and evolving workflows. 

When simplifying operations, it's important to include human oversight for handling exceptions, making detailed decisions, and keeping the personal touch clients appreciate. 

Agencies should implement modular, composable systems that allow for easy reconfiguration as needs change. Additionally, regular maintenance and updates are necessary to keep automated systems functional and secure. 

Agencies can use technology to boost productivity while still encouraging creativity and strategic thinking. Balancing processes and innovation is key to success.

OnGoing ROI Tracking

Creative and ad agencies need to measure and improve their return on investment (ROI) to ensure value. This is important for their success.

By analyzing and enhancing their processes, they can make sure they are getting the most out of their resources. This helps them stay competitive in the industry. To calculate ROI, agencies should compare the money earned from automated campaigns to the costs of setting up and running the automation system.

process automation capacity chart

Key performance indicators (KPIs) to track include lead generation, conversion rates, customer acquisition cost, and customer lifetime value. Agencies can improve their return on investment by focusing on channels that generate the most leads. They can also personalize marketing messages to increase conversions. Additionally, investing in initiatives to enhance customer satisfaction can also help increase ROI. 

Implementing robust attribution models and regularly verifying data sources is important for overcoming challenges such as tracking complex customer journeys and ensuring data accuracy. 

Agencies can improve their marketing automation ROI by analyzing metrics regularly and adjusting strategies accordingly. This will help them show clients the real benefits of their investments.

Balance Process and Creativity

While good processes streamline operations, it's crucial to maintain a balance with the human creativity that defines agency work. Agencies can use BPA to handle daily tasks. This allows team members to focus on important creative work. The creative work adds value to the agency. 

Encourage using systems to help people do better, not take their place. Keep focusing on creativity and problem-solving in agency work. This method helps agencies work faster by using automation. It also allows them to maintain the creative ideas and strategic thinking that clients appreciate.


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