CPG Team Streamlining Digital Asset Management with Office 365 CoPilot
Company Situation
The company operates within the Consumer Packaged Goods sector, managing a team that handles a variety of digital assets related to marketing and brand management. Their team includes a core group responsible for tagging and curating assets, supported by a larger group of viewers who primarily search for and consume these assets without modifying them. Their current infrastructure is largely on-premises with some legacy systems in place.
Existing Workflow
Currently, the company relies on traditional file folder naming conventions and a legacy digital asset management (DAM) system that runs in the background but is underutilized due to complexity and poor support. Their workflow for locating and managing assets is manual and largely dependent on conventional folder structures. Review and approval processes are handled through a small account on a separate platform, creating fragmented workflows.
Issues with the Existing Workflow
- Inefficient and cumbersome asset search due to reliance on folder naming conventions.
- Legacy DAM system is complicated and lacks adequate support, reducing user adoption.
- Fragmented review and approval process spread across multiple tools.
- On-premises setup limits flexibility and scalability, especially for remote work or collaboration.
- Difficulty in expanding the usage of digital asset management beyond a small core team.
How Shade Would Change Their Workflow
Shade offers a cloud-native, Software-as-a-Service (SaaS) digital asset management platform that simplifies tagging, searching, and archiving assets. By consolidating asset management and review workflows within a single tool, Shade enables the company’s core contributors to efficiently tag and organize assets while empowering the wider team to quickly find and view content. Shade’s system supports multiple ways to access assets, including a desktop application, web browser, and mounted drives, bringing flexibility to different user roles and workflows. The cloud-based infrastructure also enables scalable storage with geographic data hosting options, improving accessibility and future-proofing the company’s asset management strategy.
Benefits
Streamlined asset tagging and search capabilities replacing cumbersome folder structures.
Simplified user experience encouraging broader team adoption beyond the core contributors.
Unified platform for both asset management and review/approval workflows.
Cloud-native architecture providing scalability, remote access, and easy integration with existing workflows.
Flexible access across multiple devices and operating systems, supporting diverse user needs.
Ability to create multiple organized drives segmented by department, project, vendor, or workflow.