Wondering where to get started with Creative Automation? Unsure what deliverables would be helpful templates for your Stakeholders? Here are a few ideas to think about when identifying the best items to templatize.
Commonly Templated Materials
- Business cards
- Event-related promotions
- Social media graphics
- Calendars
- Web banners and ads
- Internal announcements
Using Data to Make Decisions
Lytho Workflow reporting is a great way to help identify potential design candidates for templatizing. Think about the following data points and questions to determine the best starting point for your team.
- Do you currently segment your data in a way to help you identify potential templates?
- Do you have a request form for quick updates? You can report on the projects that have been created via a particular request form
- Do you have an “Update” request form or project template?
- Do you have a “New Project” or “Previous Project” custom field?
- Tag for “Existing” or “Update” “Revision”
- Do you use the word “Template” in the names of your projects, tasks, or proofs?
- Do you have recurring projects?
- Annual, quarterly, monthly updates?
- Evergreen items that just need tweaks
- How will you report on your templating ROI?
- Overall project duration
- # of team members involved
- # of hours/LOE of project