incrediblebank, a trailblazer in the financial landscape, faced a pivotal challenge within its marketing department. Existing workflows relied on manual processes and spreadsheets, complicating the audit and strategic planning due to a fragmented system for referencing historical data. With a significant marketing budget, operations extending across the continental USA, and strict regulatory requirements, incrediblebank sought a comprehensive solution.

Experience Innovation was engaged to reassess the existing workflows, understand the team's unique needs, and develop a tailored Asana system that would resonate with the remote team's culture and working practices.

WHAT WE DID

Our engagement with incrediblebank began with an audit of current workflows and thorough discussions to capture the team's objectives and desired outcomes while being mindful of their remote working environment. Our approach centred on fostering a system that would streamline operations and strengthen team unity and collaboration across various marketing functions, including the customer success team.

Our solution involved creating a structured yet flexible framework within Asana, focusing on enhancing data organization and accessibility. This framework aimed to simplify the archiving and referencing historical performance data, aligning with fiscal-year requirements and strategic objectives. Recognizing the challenges inherent in adopting new systems, especially within remote teams, we provided comprehensive change management support and customized training resources designed to cater to diverse learning preferences and ensure a smooth transition for all team members.

THE OUTCOME

Adopting the new system within incrediblebank's marketing department was met with positivity and readiness, marking a shift towards more integrated and efficient operations. The new framework facilitated a more intuitive process for managing and accessing historical data, significantly streamlining day-to-day tasks and long-term planning.

Beyond the operational improvements, the project fostered a stronger sense of cohesion and collaboration within the team. The change management support was crucial in this transition, ensuring every team member used the new system and actively participated in the department's evolution towards more strategic and unified marketing operations.