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Streamlining Marketing Operations

Client: Catholic Charities of New York

The implementation of the marketing stack, including email guidelines, Slack, Monday.com, and Canto transformed the operations of the Marketing and Digital team at Catholic Charities New York. This streamlined approach not only improved efficiency and morale but also contributed to the team’s continued success in delivering impactful marketing campaigns and furthering the organization’s mission.

Role

Software

Project Details

Streamlining Marketing Operations for Catholic Charities New York

Background: Catholic Charities New York operates as a vital provider of human services, collaborating with multiple agencies to make a meaningful impact on the community. The Marketing and Digital team plays a crucial role in supporting these efforts through strategic marketing initiatives, fundraising, and media partnerships. Over the years, the team has successfully orchestrated campaigns, managed content, and engaged the audience effectively. However, the need for streamlining communications, work management, and asset organization became evident.

Challenge: The Marketing and Digital team at Catholic Charities New York faced several challenges:

  1. Communication: The team needed a more efficient communication system to enhance collaboration among staff members, partners, and agencies.

  2. Project Management: Managing various projects and campaigns required a centralized platform to track progress and ensure timely delivery.

  3. Asset Management: With a growing library of digital assets, there was a need for a robust system to organize, search, and reuse assets effectively.

Solution: To address these challenges, the team, in collaboration with the director and staff, implemented a comprehensive marketing stack. This stack included the following components:

  1. Email Guidelines: Clear guidelines for email communication were established to streamline internal and external communication, ensuring consistency and professionalism.

  2. Slack: The team adopted Slack as the primary mode of communication, enabling seamless and efficient real-time interactions among team members, partners, and agencies.

  3. Monday.com: To manage project work and campaigns, the team implemented Monday.com, a project management tool that provided visibility into project status, timelines, and responsibilities.

  4. Canto: Canto, a Digital Asset Management (DAM) system, was integrated to organize and store digital assets systematically. This allowed for easy searching, retrieval, and reuse of assets, reducing retrieval time and enhancing overall efficiency.

Results: After implementing the marketing stack, Catholic Charities New York’s Marketing and Digital team experienced significant improvements in their operations and outcomes:

  • Efficiency: The team became more efficient, thanks to streamlined communication through Slack and structured project management on Monday.com.

  • Asset Management: Canto’s DAM system enabled the team to easily search and find assets for reuse, reducing retrieval time and improving overall morale.

  • Onboarding: The system facilitated the onboarding process for new employees, partners, contractors, and agencies by providing easy access to guidelines and resources.

  • Morale: The improved workflow and asset accessibility contributed to higher team morale, as members could focus more on creative work rather than searching for resources.

  • Effectiveness: With better communication, project management, and asset organization, the team continued to excel in their marketing efforts, engaging the audience effectively.

Conclusion: The implementation of the marketing stack, including email guidelines, Slack, Monday.com, and Canto, transformed the operations of the Marketing and Digital team at Catholic Charities New York. This streamlined approach not only improved efficiency and morale but also contributed to the team’s continued success in delivering impactful marketing campaigns and furthering the organization’s mission.