ChenMed

ChenMed

MY CONTRIBUTION

MARKETING OPERATIONS

MARKETING OPERATIONS

PROCESS OPTIMIZATION

PROCESS OPTIMIZATION

WORKFLOW DESIGN

WORKFLOW DESIGN

RELATIONSHIP

Client

CHALLENGE

ChenMed's corporate marketing organization was managing a complex mix of digital, campaign and production activities across teams, platforms and external technical resources. Marketing leadership needed greater visibility into existing processes and responsibilities, more standardized ways of working, and support resolving operational and technology issues that were affecting execution.

APPROACH

Working with the Senior Director of Digital & Demand Generation, I took on a series of marketing operations initiatives designed to improve process clarity, consistency and execution across the organization. I interviewed team members and documented detailed workflows for two senior marketing roles, capturing responsibilities, process steps, systems, dependencies and opportunities for greater efficiency across digital marketing, campaign activation, content, social media and new market initiatives. I also evaluated responsibilities across the broader team and developed a revised organizational structure to clarify ownership and better align strategic and executional work. Working with marketing leaders across departments, I mapped the end-to-end marketing production process and developed a more structured future-state workflow covering project intake, required inputs, ownership, production timelines, revisions, approvals and final delivery. I also helped diagnose a complex Salesforce and HubSpot workflow issue in which communications believed to be originating through HubSpot were actually being triggered through an extensive Salesforce workflow. After identifying the source, I worked with technical resources to enable corrections to the workflow, content and branding. Across three corporate websites, I managed a high volume of technical development requests through Jira, coordinating priorities with ChenMed's technology partner, monitoring individual tasks through completion, conducting QA and testing, providing feedback and approving completed work.