Approval Workflow Audit & Automation Sprint (5-10 days)
A structured engagement to audit an agency's current asset approval process, identify bottlenecks, and implement a digital workflow that cuts time-to-approval by 30-50%. Time: 5-10 days.
By InnovaAI ResearchPublished
Approval Workflow Audit & Automation Sprint (5-10 days)
A structured engagement to audit an agency's current asset approval process, identify bottlenecks, and implement a digital workflow that cuts time-to-approval by 30-50%.
- Client has identified a recurring approval bottleneck (e.g., email chains, version confusion)
- Client provides access to current asset storage and communication tools (e.g., Google Drive, Slack, email)
- Client designates a project manager as point of contact for workflow mapping
- Client agrees to a 5-10 day engagement window with minimal scope changes
- Client has a list of at least 3 recent projects that experienced approval delays
- 1.Interview key stakeholders (creative, account, client) to map current approval steps
- 2.Document average time per approval stage and identify top 3 bottlenecks
- 3.Review existing asset naming conventions and folder structures
- 1.Select the appropriate approval platform based on team size and client requirements
- 2.Configure user roles, permission levels, and notification settings
- 3.Set up a test project with sample assets to validate the workflow
- 1.Define approval stages (e.g., draft review, client feedback, legal sign-off, final approval)
- 2.Build automated routing rules for each stage
- 3.Integrate with existing tools (e.g., Slack for notifications, Google Drive for asset storage)
- 1.Train the internal team on the new workflow using a live demo
- 2.Create a one-page quick reference guide for common tasks
- 3.Run a pilot approval cycle with a real client project
- 1.Review pilot results and adjust routing rules or stage definitions
- 2.Document the final workflow diagram and escalation paths
- 3.Deliver a summary report with time savings and next steps
Agencies typically waste 10-15 hours per week on manual approval chasing. By reducing approval cycles by 40%, the sprint pays for itself in under 2 months. The agency can then offer ongoing workflow optimization retainers at $1,000-$2,000/month.
- Approval workflow diagram with stage definitions and routing rules
- Configured approval platform ready for daily use
- Quick reference guide for team members
- Pilot project results report including time savings
- Recommendations for ongoing optimization
The client has completed one full approval cycle through the new workflow with measurable time savings and all stakeholders have been trained.