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How Cross Border PR Agency Used Workflows to Get Organized
CASE STUDY
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“Before Mintent I was turning away business because I was a spreadsheet slave,” said Verlee. “Now I have more time to do what I do best – cultivate clients and hire new creatives to service more accounts.”
Elena Verlee

The Challenge

Cross Border PR is an agency that has team members who are distributed across the globe. They had been using Skype for team meetings, and for messaging each other with quick questions. But a real problem began to arise because of the lack of visibility into the overall team workflow that this created. Their old way of managing content by sorting through emails chains and spreadsheets was catching up with them. Cross Border President, Elena Verlee knew there had to be a better way. “We started to turn down work because it was difficult to keep up with all the emails and changes to our project management spreadsheets,”said Verlee.” I couldn’t tell where the bottlenecks were, and whether we were over-resourced or under-resourced for our projects. We are known for our excellent client service, but projects were falling through the cracks and I didn’t want clients upset due to missed deadlines or poor communications.”

Results

Productivity

“Mintent has improved content delivery times by around 20% due to more effective team communication. Complete information for each project including creative brief, theme and target persona is all available with one click,” said Verlee.

Better Content Planning

“I can see at a glance for each client what kinds of content we might need to create more of and which we might need to taper,” said Verlee. “The reports I can pull show me – and more importantly our clients – a complete picture of what they are going to receive by when.”

Growing the Business

“Before Mintent, I was turning away business because I was a spreadsheet slave,” said Verlee. “Now I have more time to do what I do best – cultivate clients and hire new creatives to service more accounts.”

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