What is your strategy to create the optimal approval process?

What is an approval process, and how do you form the right strategy for an optimal flow? See how you speed up your approval processes and cut them down to just a few steps.

Working From Home

What is the definition of an approval process?

An approval process or approval workflow is the series of events that take place when different stakeholders have to sign off on or approve material – for instance, content marketing material for a campaign or product features.

The main reason for using approval workflows is to optimize and shorten the time spent on the process while making sure that all parties involved know who is responsible for specific tasks at specific times.

 

The questions to answer before forming your approval and compliance processes

How do you speed up your approval processes and cut them down to just a few steps? While still ensuring that you get zero errors in the published material and campaigns?

First, you should ask yourself a few important questions:

  1. Where in the workflow do you make your approvals? And why?
  2. How many resources do you involve, and how much work do you trigger by each approval?
  3. Could the number of approval rounds be reduced?
  4. How are your abilities to distribute the approval efforts throughout the overall workflow instead of doing all approvals at the end of the process?
  5. What are the most typical corrections made after an approval round?

All of these questions – and then some – will help you build a strategy towards the fastest and most precise approval and compliance processes.

At Encode, we offer an Approval and Compliance strategy service that can include:

  • Workflow analysis
  • Data model analysis
  • Organizational design analysis
  • Culture analysis
  • Data quality analysis

The analyses will get you the best starting point for optimizing your approval workflows so that you can focus your time and resources on other value-adding activities.

Should you use approval management software?

Once you have gone over the details and answered the questions above to form your optimal approval process, the next step could be to find software for just that: approval processes.

Your first thought might be that it sounds excessive. Software for approval? But if approval processes are manual, the risk of error increases significantly: papers could disappear, e-mails and deadlines could be missed because of misunderstandings or unclear placement of responsibility, among others.

Software, for e.g., marketing approval processes, will also make a dynamic approval process easier. This is, for instance, often necessary in connection with content approval workflows or processes, where a lot of back-and-forth between departments is required. With an approval management software, you will be automating who is notified depending on how many steps back the process is rolled, and which corrections are to be made.

It will ensure that no person must track down project managers or senior executives for final or new approval – the software will automatically notify them and remind them about deadlines.

Full integration for more than just approval workflows

The right approval management software could be helping you with much more than just streamlining your marketing approval processes. With the Encode system, you get an all-in-one solution for both approval and general workflow management, product information management, media flow, and production automation, and so much more.

SUBSCRIBE

Stay up to date with our latest news

See our latest new

Thinker B
BLOG POST

Why marketers could benefit from thinking like an agency

As digital marketing has evolved, many CMOs have incorporated new skills and competencies into their organisational structure. It has become clear that insourcing marketing production is logical - it puts you closer to first-party data and internal stakeholders.

Read more
Arrow right
Time For Change2
BLOG POST

It is time for change

Today, the degree of adaptability is the most critical competitive parameter for companies. And this is not limited to large corporations. Technology has completely transformed our society over the last decade. How we communicate and how we consume. And the change is continuous.

Read more
Arrow right
Retail Takes The Heat. Again_W
BLOG POST

Retail takes the heat. Again.

Almost three years ago, retailers around the world had to re-evaluate their strategy because of Corona. Now it is happening all over again. Driven by a new virus, inflation and declining consumer confidence.

Read more
Arrow right