Understanding your workflow to maximize productivity

Speak t oan expert

By understanding your unique business objectives and creative production workflows, IOI can help you implement technology solutions that enhance your productivity.

Understanding your workflow

To ensure that every client engagement is a success, we begin with an in-depth Discovery. Our Discovery Services are led by dedicated members of our Professional Services team; they include audits of your existing marketing workflows and content.

During discovery, IOI Professionals spend time with your team to uncover and present:

Your unique business requirements

Review how projects
flow through your
workflow today

Conduct in-depth interviews with key players from creative and IT teams

Shadow users to see precisely how
they perform
production tasks

Identify bottlenecks and areas for improvement in your production environment

Review infrastructure to determine configuration for your specific workflow needs

Comprehensive discovery report detailing our findings

Product recommendations to maximize your production

Discovery Deliverables

Discovery Report

Included in the report is the following:

  • Customer’s Current Environment (As-is)
  • Recommendations based on Industry Best Practices
  • Product Strategy
  • Proposed Technology Solution(s)
  • Projected Impact on Business Requirements

Project Plan

Included in the report is the Detailed step by step definition of project tasks and timeline: 

  • Define responsibilities for both IO Integration and Customer project teams
  • Indicate prerequisites and/or dependencies 
  • Create clear deadlines and due dates

Statement of Work (SOW)

A binding document which defines the scope of the project:

  • Assumptions/Risks
  • Caveats
  • Project Guidelines
  • Responsibilities


A detailed estimate is provided that aligns with the statement of work and project plan. This estimate includes products, services and support required for your project.

White Paper:

Streamlined Marketing

Improving productivity and growth through automation

According to the Content Marketing Institute, 70% of B2B organizations say they will be generating more assets in 2018 than they did in 2017. The need for more content is driven by a number of factors – increasing competition, the widespread use of content and inbound marketing programs, and ensuring that the growing need to market across the expanding media and social landscape is met.

Download our White Paper: Streamlined Marketing Workflows to learn how to tackle the challenge of maximizing efficiency for creative and marketing production to meet these demands.

Download Now

Keep up with our blog

Preparing Your Remote Workforce To Work Through A Global Health Crisis
8 Upsides to Long Term Technology Partnerships in Creative Operations
SaaS vs On-Premise vs Off-Premise


Learn More About Our Creative Operations Workflow Solutions & Services and How We Can Help Improve Your Business.

Speak With An Expert