Advertising Agencies: Visibility of portfolios, statuses and related documents.

Tiempo de lectura: 2 minutos

Advertising Agencies: Visibility of portfolios, statuses and related documents.

Advertising agencies deal with different issues and levels of complexity in their workflows (they have their own ecosystem). We tell you here the importance of having complete visibility of your documents.

Total visibility:

Centralized operations allow your team to quickly access the complete information that corresponds to them. Operatives will get their tasks instantly, and managers will be able to analyze projects and results on their own. Thus, management can always have live situational awareness.

There are critical moments when time savings are crucial:

A delay in posting a vendor voucher or issuing a customer voucher can result in a significant loss for the organization. In this sense, it is essential for the success of the mission to have an ERP system that provides information on the status of our work folders at a glance.

If the system does not have this feature or attribute, if the information becomes inaccessible or is not properly related, it has a direct impact on decision making.

In this scenario, a vicious circle starts: the invoice will not be issued (or posted) on time, the invoicer will go home very late, the supplier (or customer) will make claims, and a number of other detrimental effects for the business.

Dashboards: immediate access to information, status and linked documents:

Herein lies the importance of having an ERP that is solid in management and flexible in its maintenance. A system where information is linked logically and chronologically. Where each entity has a vertically designed function to give us an orderly, traceable and optimal navigability for the visualization of the different documents linked to a given Project.

This immediacy in the access to the information, added to a strict data fidelity (resulting from a powerful accounting management of the ERP) gives us a virtuous circle in which the work process is fulfilled in time and form.

In short, with detailed and complete visibility of every project in the company (with its related documents linked and supported by customized reports), the business simply “flows”. If you want to know more about this topic and how a specialized software can support you in the management of your advertising agency, read this ebook.