Why Your CWM Must Have BI Reporting Tools and Workload Management Built-In

We’ve come a long way in a short time during this blog series. So far we’ve detailed:

The final article is about digital advertising reporting, managing team resources, and ensuring all your work stays secure.

Compiling digital campaign data is laborious

Digital marketers have more data at their fingertips than they can manage, and as advertising spend continues to rise, the need to optimize campaigns grows stronger.

The growing digital advertising spend only adds to the mountain of data marketing executives are accumulating elsewhere in automation and analytics platforms. Meanwhile, CMOs and other marketing leaders have identified two blockers to effectively using analytics:

Curating all the available data is challenging because everyone, including non-technical members, must be able to view, interpret, and act on it in real time without requiring external resources. Of course, numerous BI reporting tools can tap into the digital marketing channels, yet the data often requires an analyst to interpret it for marketing team members.

Even when data is extracted by data reporting tools, it’s not standardized in a uniform view. YouTube and LinkedIn, for example, have “subscribers” and “followers,” respectively. Both are the same metric but are traditionally looked at separately. After standardizing the data, presenting it in an actionable way remains a struggle. Digital marketing moves too fast for teams to mess around attempting to interpret the findings so they can iterate in real time. Think about ad auctions where it takes, at most, 300 milliseconds to complete an auction , of which billions occur every hour. Data review and adjusting strategy that takes weeks or months isn’t acceptable. Marketing leaders must have complete visibility and an easy way to automate data collection so they can iterate in real time to optimize results.

Balancing team workloads is an ongoing issue

If you collaborate with freelancers, an agency, or a professional services team, you know that to maintain profitability, team workload management is crucial. Too much work and you’ll have a long backlog you’ll never get to address. Not enough work and you may struggle to keep everyone working at full capacity. In both scenarios, you need a workload management tool that empowers you to reprioritize and reassign work in an instant. Then, there’s the issue of billable versus non- billable work . Not maximizing billable hours opens the door for more non-billable activities that won’t contribute to the bottom line.

When you don’t have full visibility into everyone’s capacity and work coming down the pipeline, how can you expect to balance their workload and maintain profitability? It’s an ongoing headache and one that can be avoided once you have a CWM solution with built-in capabilities for time tracking and resource management .

Your data isn’t behind lock and key

Company-wide, teams operate with a variety of sensitive information — financial and legal documents, employee records, upcoming product announcements — that requires extra safeguarding. Coupled with the digital transformation era and the global shift to cloud computing and securing data gets even more complicated.

From the organization’s perspective, the cloud serves two key benefits: huge savings and the convenience of accessing resources and data without having to manage the servers that store the data. Meanwhile, these same companies also want to enjoy the benefits of collaborative work technology, especially highly regulated industries like healthcare and financial services. These industries must comply with even more strict rules, so they often forgo using any cloud apps. All want to be reassured that their work will only be accessible to those with permission and won’t fall into the wrong hands. Without that level of enterprise data security, companies run the risk of failing to comply with federal regulations but also losing their customers’ trust.

But who controls the data and who has access? If you don’t know or aren’t satisfied with the answer, look for a CWM that offers enterprise data security software with encryption codes and a digital paper trail of who accessed the data and when.

How UDN Task Manager solves each pain point

UDN Task Manager ’s advanced reporting and business intelligence enables you to sync with 50+ apps for real-time digital campaign performance data, including Google, Amazon, Facebook, LinkedIn, AdRoll, Microsoft Advertising, Yahoo, TikTok, and more. By unlocking this cross-channel analysis, users get 360-degree visibility into campaign performance and where to iterate for the best results without requiring BI reporting tools or data analysts. Built-in data visualizations and analytics dashboards will help your team be more confident on where to take action to maximize ROI.

As workloads increase and your team scales, UDN Task Manager Resource Management allows complete team availability at a glance with shared tasks, folders, and projects so that managers can reprioritize or reassign work as necessary and optimize performance. It’s a single, collaborative workload management tool that anyone — even external stakeholders — can access from anywhere.

Here you can plan, schedule, and allocate resources to set priorities and distribute work. The built-in time tracker and detailed timesheets let you measure effort and review how long projects take to complete. Meanwhile, the Workload view allows you to boost performance and prevent employee burnout by reassigning and reprioritizing tasks based on bandwidth. With this additional transparency, team leads can manage dependencies using Gantt charts and prevent bottlenecks from happening via Table view. Packaged all together, it’s true end-to-end quote-to-cash visibility where you can balance team workloads and help ensure profitability.

Keeping data secure in the modern age goes beyond username and password login details. UDN Task Manager ’s enterprise data security provides users with customer-managed encryption keys along with an extra layer of encryption by locking the keys to their data. Think of it this way — it’s akin to having a secret code name to get access to the vault’s password, before you can see what’s behind the vault. Furthermore, UDN Task Manager doesn’t store your master encryption key, so only you have access.

UDN Task Manager customer feedback

Derick Dahl, Director of Product at Sonance, speaks about the benefits his marketing team has experienced using UDN Task Manager Resource for team workload management:

“ UDN Task Manager Resource helped control the otherwise overwhelming nature of our marketing team’s work by allowing us to identify and correct overtaxed employee workloads, reducing the average number of active projects per employee from 12 down to three.”

Torsten Mühlhoff, Marketing Controlling & Corporate Projects at ABUS, speaks to the value of UDN Task Manager ’s security features :

"It’s easy to assume that an on-premise solution would be more secure than the cloud. However, our provider and its partners are much better equipped to guarantee the security we need. We’ve also reduced our admin workload and made life easier for our own IT.... UDN Task Manager is one of the most secure collaborative work management platforms out there, and we really feel we’re in the right hands."

Select the best CWM solution for your team

This article series isn’t an exhaustive list of pain points that hyper-growth and enterprise teams experience and how a CWM solution can be the answer. As you evaluate vendors, what is exhausting is comparing features head-to-head and reading reviews.

Get your free copy of our new eBook, Empowering Teams With CWM: 13 Common Pain Points and How to Solve Them , which highlights the 16 most important CWM features to answer the most common pain points. Try out UDN Task Manager today and see why 20,000+ customers rely on our collaborative work management platform to streamline their workflows, get work done faster, and scale.