V2 began with a rapid assessment of the publisher’s ad sales process flows across print and digital. The team not only gained insight from sales executives, managers and individual contributors, but also interacted with billing team members who were a critical part of the downstream order processing. Functional and technical needs were outlined in a blueprint document which clearly outlined what we were hearing from various team members and made clear recommendations around process improvement, organizational change management and technical elements.
A major emphasis was placed on providing ad sales executives an easy to use, mobile-enabled system for ongoing relationship management activities and for insertion order forecasting. In addition, our teams realized that more comprehensive and clean data capture up front would improve downstream billing processes, ultimately increasing the productivity of both teams.