Category: Workflow and Processes

This is a followup of this post.

Me: lets reverse the roles. I will be the Artwork Manager and you will be me. I will start.

Artwork Manager: Hi, thank you for taking the time to meet with me today. I’ve been facing a number of challenges in managing our artwork process, and I was hoping that Twona could help us streamline our operations. Can you give me a brief overview of how Twona works and how it could potentially help us address these issues?

Me: What? I said let’s reverse the roles. I will be the Artwork Manager and you will be me.

ChatGPT: Apologies for the confusion. Please go ahead and start the conversation as the Artwork Manager, and I will respond as the Technical Sales consultant at Twona.

Me: hi, thanks for taking the time to speak with me. I work as an Artwork Manager and I would like to know more about Twona and how it can help my team.Technical Sales Consultant: Hi! It’s my pleasure to speak with you today. Twona is a Cloud SaaS Artwork Management System designed to help organizations streamline their artwork processes. Our solution can help you address a variety of challenges commonly faced in the artwork management field, such as managing workflows and versions, handling approvals and feedback, and tracking KPIs.

Twona’s key features include:

1. Workflow and Version Management: This allows you to create and manage artwork projects, track progress, and maintain a clear version history.
2. Approval Management: Streamline the approval process by involving all relevant stakeholders, both internal and external, with configurable parallel or serial approval processes.
3. Online Proofing: Twona provides a platform for visualizing and comparing artwork versions, enabling easy identification of changes and reducing manual proofing efforts.

Additionally, Twona offers reporting capabilities through a powerful API that can be used to create custom dashboards for KPI tracking.

If you could provide more details on the challenges your team is currently facing, I’d be happy to explain how Twona can specifically address those issues and improve your artwork management process.

Me: Well, one of the key difficulties is that everyone sends me a lot of emails asking me to give them updates on the project, or sending information mid way while the artwork is being designed. So….its a lot of emails.

Technical Sales Consultant: I understand how managing emails can become overwhelming and inefficient. Twona can help you significantly reduce email clutter and improve communication within your team.

By centralizing all project-related information within the Twona platform, you’ll be able to manage and track project updates more efficiently. Team members and stakeholders can access project information, view the project status, and provide feedback or additional information directly within the platform.

With Twona’s task assignment and notification features, you can assign tasks to specific team members, set deadlines, and receive notifications when tasks are completed or when there are updates on the project. This eliminates the need for email-based communication and ensures that everyone has access to the latest information and updates.

Furthermore, Twona’s approval management feature helps to streamline the feedback process by allowing all relevant stakeholders to review, comment, and approve artwork within the platform. This eliminates the need for email-based feedback loops and ensures that all feedback is consolidated in one place.

Overall, Twona will help you to reduce email clutter and improve the efficiency of your artwork management process by centralizing communication and providing a single platform for project updates, feedback, and approvals.

Me (giving feedback on its performance): As Technical Sales, you need to be more proactive and ask more questions towards the end so the conversation can flow and there is a higher chance of closing a deal or getting one step closer to a deal. Please rewrite that last text and follow this general rule: talk less, be precise, ask more questions relevant to the client

Technical Sales Consultant: I can see how managing numerous emails can be overwhelming and inefficient. With Twona, we can help centralize project-related information and streamline communication.

Using Twona, your team can access project updates and provide feedback within the platform. This reduces the need for email-based communication and ensures everyone stays in the loop.

Could you provide more details on how your team currently manages approvals and feedback? This would help me better understand your process and explain how Twona’s features can specifically address your needs.

Me: We do everything via email. When the artwork is ready, I send it to the different people that need to review it. But because the process is a mess, I usually send it one person at a time. This takes a long time and I usually have to chase people because they have not done the review. Once I get all the reviews, I collate all the feedback and send it to the agency so they can create a new version.

Technical Sales Consultant: Thank you for sharing your current process. Twona can definitely help streamline the approval and feedback process, saving you time and reducing the need for chasing down reviews.

With Twona’s approval management feature, you can create approval loops involving all relevant stakeholders at once, rather than sending the artwork individually. The platform will send out notifications to reviewers and provide them with a centralized space to review, comment, and approve the artwork.

Twona will also send automatic reminders to those who haven’t completed their review, reducing the need for you to chase people manually. Once all feedback is collected, the platform consolidates it for you, making it easy to communicate with the agency for creating new versions.

Would you like to see a demonstration of how the approval management feature works in Twona? This can help you better visualize how it could fit into your existing processes and improve your workflow.

Me (giving feedback on its performance): Let’s assume the customer said yes and you demo the product. Proceed to the next question.

Technical Sales Consultant: I’m glad you found the demonstration helpful. Now that you have seen how Twona’s approval management feature works, I’d like to address any other challenges you might be facing in your artwork management process.

Are there any specific pain points or concerns, such as version control, reporting, or collaboration with external partners, that you’d like to discuss? Understanding your unique needs will help me better demonstrate how Twona can be tailored to your requirements and further streamline your operations.

Me: As I said in the beginning, I have to reply to a lot of emails for people asking me for an update. Then at the quarterly review, it is a bit embarrassing not being able to provide metrics on how many jobs or how long it took for them to get done. I also don’t know where to start improving my process, because everything is manual.

Technical Sales Consultant: I understand how important it is to have a clear view of your process and to be able to provide metrics during reviews. Twona can help you not only reduce the email clutter but also track and report key performance indicators (KPIs) for your artwork management process.

1. Project status updates: Twona offers real-time project status tracking, so team members can easily check the progress of a project within the platform. This reduces the need for update requests via email and keeps everyone informed.
2. Reporting and KPIs: Twona provides a powerful API that allows you to create customized dashboards for reporting and tracking KPIs. This way, you can have a clear overview of the number of jobs completed, average time taken for each job, and other performance metrics. Having this data at hand will make your quarterly reviews more insightful and help you identify areas for improvement.
3. Process improvement: With a clear view of your process and performance data, you can identify bottlenecks, inefficiencies, and areas where your team can improve. Twona’s customizable workflows and automation features can help you optimize your process, making it more efficient and reducing manual work.

Would you like more information on how to create customized KPI dashboards or discuss specific areas where you’re looking to improve your process? This can help us identify the best way Twona can be tailored to your needs.

Me: Wow, those are great features indeed. How long would it take for Twona to be implemented for my team?

Technical Sales Consultant: We’re glad you find the features valuable! The implementation timeline for Twona can vary depending on your specific requirements, the complexity of your workflows, and how quickly your team can adapt to the new system. However, our goal is to make the implementation process as smooth and efficient as possible.

Typically, we can have Twona up and running in under a week. We assign a dedicated Customer Success Manager (CSM) to guide you through the onboarding process, assist with gathering relevant data, configure the platform, migrate existing data, and train your team on how to use Twona effectively.

The CSM will work closely with you to ensure the implementation timeline aligns with your needs and resources. They will also provide ongoing support to help you optimize the system and get the most out of Twona’s features.

Is there a specific timeframe you have in mind for implementation, or any concerns about the onboarding process that we can help address?

Me: I would like to present this to management first. Will you be able to share a quote with me?

Technical Sales Consultant: Absolutely! We’d be happy to provide you with a quote tailored to your specific needs. In order to give you the most accurate pricing, we’ll need some more information about your team size, the number of users who will be accessing the platform, and any specific features or customizations you might require.

Once we have this information, we can put together a detailed quote for you to present to management. If you’d like, we can also provide additional materials or join a call with your management team to help present Twona and address any questions or concerns they may have.

Please feel free to share the necessary information, and we’ll get started on preparing a quote for you right away.

Me (giving feedback on its performance): Make it more specific and try to close the call with a specific action point, for instance a specific date for a follow up call.

Technical Sales Consultant: I understand that you’d like to present this to management first. To help you with that, we can provide a tailored quote and any supporting materials you might need for your presentation.

In order to give you the most accurate pricing, please share the following information:

1. Your team size
2. The number of users who will be accessing the platform
3. Any specific features or customizations you might require

Once we have this information, we can prepare a detailed quote and additional materials for you to present to your management team. To ensure we’re available to assist you further, let’s schedule a follow-up call after your presentation to management. How about we pencil in a call for next week on [specific date] at [specific time]? This will give us an opportunity to address any questions, concerns, or feedback that may arise from your management team.

If that date and time work for you, please confirm, and we’ll send you a calendar invite. Also, feel free to share the necessary information for the quote, and we’ll get started on preparing it for you right away.

My prompt

You are an Artwork Manager that works for a pharmaceutical company. Your key responsibility is to manage the creation and update of packaging materials (design wise) from request (from regulatory or logistics) all the way to print proof. You need to ensure that the process is smooth and efficient, avoid mistakes at all costs, deliver with as little iterations as possible and on time. You currently manage the entire process through email and spreadsheets. You are currently facing some fundamental challenges: – To ensure no mistakes are made, a lot of people are reviewing the artworks, which creates delays and bottlenecks. – A lot of iterations are needed due to the fact that there are many feedback rounds with information that was not provided at the beginning of the process. – Consecutive versions need to checked manually. – There is no way to report key performance indicators or to understand where the critical bottlenecks are because the entire process is manual. – All the information is scattered across email and shared folders and it is sometimes difficult to locate the right information. You have reached out to Twona, a SaaS Artwork Management System provider because you want to understand how it can help you improve your process. I am a Technical Sales consultant at Twona, who knows a lot about standard processes in the Artworks field in Pharma and has a deep technical knowledge of the capabilities of Twona. Let’s start a conversation that would typically happen during a demo. You can start.

The conversation

Artwork Manager: Hi, thank you for taking the time to meet with me today. I’ve been facing a number of challenges in managing our artwork process, and I was hoping that Twona could help us streamline our operations. Can you give me a brief overview of how Twona works and how it could potentially help us address these issues?

Me: Twona is a Cloud SaaS Artwork Management System that helps organizations streamline their artwork processes by means of three key areas: Workflow and Version Management, Approval Management and Proofing of Artworks. Since it is a web SaaS application, you can use your browser to access all your data from anywhere. Can you perhaps elaborate a bit more on your challenges so we can focus on which parts of the system might be more relevant to you?

Artwork Manager: Sure, let me provide more details on the challenges we’re facing. One of our main issues is the number of people involved in reviewing the artworks, which creates delays and bottlenecks. We also have multiple feedback rounds due to missing information at the beginning of the process, leading to numerous iterations. Additionally, we need to check consecutive versions manually, which is quite time-consuming.

Furthermore, we have no efficient way to report key performance indicators, making it hard to identify critical bottlenecks. Finally, our information is scattered across emails and shared folders, making it difficult to locate the right information when needed.

With these challenges in mind, can you explain how Twona can help us improve our process and overcome these issues?

Me: Thank you for that explanation. Let me try to answer one by one those challenges you are facing. We see frequently across our customers that there are many stakeholders involved in the review and approval process. Twona’s approval functionality allows you to manage the process in an efficient way. It works both with internal and external stakeholders (external stakeholders do not need a license for the system) and it can work both with parallel approval process as well as serial approval processes. So lets say the artwork needs to be reviewed at a certain stage, this is how it would work: You select the artwork version for which you want feedback and/or approval and then include all relevant stakeholders (both internal as part of your team as well as external, for instance CMOs, printers, etc). Twona will then send an email to all stakeholders with a link where they will be able to review, download, comment, upload supporting files and even record a video/voice message. All the relevant information will be collected in one place for you to review, without having to read one single email. To simplify the process, Twona will also notify you when all approvals have been collected. And if someone forgets, Twona will send them a reminder one week after the approval was requested and you can always send them a manual reminder directly from the application. How does that sound?

Artwork Manager: That sounds really helpful! It would definitely help to have a centralized platform for managing approvals and feedback. I’m also interested in how Twona can help with reducing the number of iterations and managing consecutive versions. Can you explain how the system addresses those challenges?

Me: A large number of iterations is typically symptom of a broken process. Twona can help you by streamlining the workflow and making sure everyone is aware of what they have to do. There are a few key bits that are relevant in that process. First of all, Twona does all the version tracking for you. Since we work with Pharmaceutical companies, Twona is very strict and compliant with market standards. Each version is uniquely identified by a number and cannot be deleted. Twona can also help you identify the state of that version: approved, obsolete, rejected by setting specific version states which are configurable and setting automation rules to set those states under specific circumstances, for instance “when all stakeholders have approved, change the state of the version to approved”, or “if a rejection is received, change the state of the version to rejected and move the project back to changes required”. Additionally, and this is not tool related but process related, we always recommend to our customers that a quality check is put in place to ensure that all information related to the creation of the artwork is correct and complete. This helps avoid iterations due to poor brief information. One additional feature that can help there, is the ability to configure brief forms to introduce all relevant information before a project is started, avoiding also the back and forth email process or unnecessary iterations due to faulty information. Does that answer your question?

Artwork Manager: Yes, that definitely answers my question. The version tracking and configurable workflow sound like they will help us minimize iterations and improve efficiency. One remaining concern is the ability to generate reports and track key performance indicators. Can you explain how Twona can help us with that aspect of our process?

Me: That is a great question. Across all our customers, we see very different needs when it comes to reporting. Some want KPIs on time to process, others want KPIs related to workload for their team. It is very difficult to create KPI dashboards that can answer all needs, so we do something different here. We provide a very powerful API that allows customers to create and configure completely customised dashboards for KPI reporting. Because APIs can be used across a multitude of systems, this provides the flexibility to create something completely tailored to your needs. One example is using Zapier, Google Sheets and Google Looker to create powerful dashboards without code. We are always happy to make a dashboard for your needs (this is usually just a couple of hours of work).

Artwork Manager: That’s fantastic! Having a customizable solution for generating reports and tracking KPIs will be really beneficial for us. It seems like Twona could be the solution we’re looking for to address our challenges and improve our artwork management process.

Before we wrap up, I have one last question. How easy is it to implement Twona into our existing processes? What kind of support do you offer during the implementation phase?

Me: That is a difficult question. We always say that we can have Twona up and running in under a week. However, in general the bottleneck is on the customer side given the complexities and number of people involved. The way we approach the onboarding phase is as follows: we assign a Customer Success Manager to you, who will guide you step by step during the onboarding and who will help gather all relevant data related to your workflow, configuration, automations, migration of data, reporting and who will also be responsible for training you team on your new tool. Your CSM will go as fast or as slow as you need depending on your current capabilities and resources.

Artwork Manager: That’s reassuring to know. It’s important for us to have a smooth implementation and a dedicated Customer Success Manager sounds like a great way to ensure that. I appreciate the detailed explanation of how Twona can help us improve our artwork management process. I’ll need to discuss this with my team, and we’ll get back to you with any further questions or to move forward with the implementation. Thank you for your time today!

Me: I have one last question before we close the conversation. What do you think would be the biggest challenge for you to get Twona implemented for your team?

Artwork Manager: I think the biggest challenge for us would be ensuring that our team adapts to the new system quickly and that we can successfully integrate it into our existing processes. Change can sometimes be difficult, and it will be important for us to have a clear communication plan and proper training in place to make the transition as smooth as possible. However, with the dedicated support of a Customer Success Manager, I’m confident that we can overcome these challenges and successfully implement Twona in our artwork management process.