Workflow By Design - Implementation & Training

Creative Solutions for Creative Clients

Implementation & Training

A Proven Methodology

The Total Workflow Solution is implemented using a proven methodology that is focused on listening to our customer, understanding how work is performed today, introducing best practices, and then configuring a system. We partner with you throughout the implementation process. Our solution is flexible and customized to fit how you work allowing both well-founded practices to continue and incorporating new best practices to be adopted.

1Discovery
Phase
 

Capture
Workflow Process

Refined
Implementation Time

Preliminary Workflow
Process

 
2Configuration
Phase
 

Update System
Configuration

Preliminary System
Configuration

 
3Testing
Phase
 

System
Validation
& Testing

System Ready for
Customer Review

 
4Delivery
Phase
 

Customer
Implementation

System Handover

 
5Completion
Phase
 

Workflow System
Go-Live

A Dedicated Team &
Ongoing Support

 

For a successful implementation, we understand the importance of getting your input throughout the implementation process; while balancing the amount of time needed from you. We will listen, suggest, configure, test, let you play, train, and support you through the entire implementation process. You will never be in the dark regarding the status of your implementation. We provide a named implementation team who will meet with you regularly throughout the implementation keeping you up to date with regular status meetings. At the end of the day, your success is our success.

Customized Training for Your Organization

Workflow by Design will assemble training based on your implementation. We recognize that busy creative organizations have a myriad of sub-teams who are important to their success. In the CPG world, you may need different training for your agencies than you do for your internal teams. In the Private Brand world, vendor training will be just as important as your own creative services team and brand managers. We will team with you to determine the best training plan for those who will be in the system.

Tech Specs

The Total Workflow Solution is a user-friendly cloud-based solution sitting on a robust architecture that is assessible from any smart device.

Technical Support

We are committed to your success and are here to help.