Define Process Before Deploying Agency Management Tools

I re-read this position paper on process by David Baker the other day and have to share it with you.

If you are considering (and you should) implementing agency management software/tools/technology to better manage your workflow, read David Baker’s paper. I haven’t met Mr. Baker, but truly admire his work – and he shares a lot of it on his website.

Any system, from a simple internal form and email to an integrated solution can be a time consuming waste without a process. Basic rules that everyone follows.

Process defines what tools you will use, who will use them, how they are used, the handoff and follow-up.

And compliance. From the top – down.

An investment in agency management technology can be expensive. Developing a solid process is insurance for your investment.

And if you’d like some help (re)defining your process, assistance on selecting the right technology fit, or just want to chat about how things are going in your agency or marketing department, contact me.

First call is free.