When you are running a marketing agency, document management is of the utmost importance. You want to make sure that you are doing everything you can to clean your desk free of clutter and save time whenever possible. If you spend too much time trying to find a contract or the latest design, your productivity may be significantly lower than what you would like.
Document management systems are becoming more and more sophisticated, providing you with a number of features. By embracing the latest technology, you can give your marketing agency a needed boost.
Staying organized is a necessity for your sanity as well as your professionalism. If you constantly have papers scattered across your desk, it can make it difficult to find anything. You can use Microsoft 365 as a basis for getting the help that you need.
A document management system will allow you to scan all of the important documents in so that everything is digitized. You can also run quick inquiries in order to find the necessary documents. This allows you to organize contracts, designs, and even the other aspects of your business, such as invoices.
Track Changes and Versions
Particularly within a marketing agency, there are constant changes and versions to what you are working on. Whether you are designing a logo for a client or working to create promotional posters for them, you want to make sure that you are working with all of the latest versions. If you haven't switched to a digital version of everything, you run the risk of losing things – or working from older versions. This can be frustrating for your staff as well as for your clients.
You can have a more professional front when you have a document management system working in the background for you. It allows you to stay more organized by knowing what versions are the most recent so that you can update appropriately.
If you are constantly running around, trying to find what you are looking for, you are wasting time more than anything. This is certainly no way to run a marketing agency. You have a lot going on and the more clients you have, the more work you have. You need to stay organized every step of the way so that you can have a more professional front.
SharePoint may be something that you are already familiar with. It has helped a number of businesses to save time. However, you can make sure to add upon it so that you have even more features available on your homepage. In addition to managing your documents, you can manage all of your other projects as well. You can track data and have a portfolio dashboard so that you know where you are with all of your clients.
If you are working with clients outside of your area or you have employees that are not based within your office, you may depend heavily on collaboration. Data management will make it easier for you to collaborate because of being able to send everything digitally. Data aggregation for projects can also take place, allowing you to set up task lists and be able to manage milestones. Suddenly, projects will be easier to finish because of being able to manage risks and see where you are at every step of the way. It can simplify your workload while also showing clients that you are organized and professional.
Take the time to explore more about document management by visiting Dock, Inc. today. We promise that we can organize your marketing agency and provide you with some tools to help you with your professionalism. Learn more about our marketing portal solutions here.
Written by Dock SharePoint Evangelist
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