Streamline Your Content Marketing Workflow: Best Practices and Tips

Optimize your content marketing workflow with Tallyfy's expert guide. Discover best practices, tools and tips to enhance efficiency.

Publishing workflows benefit from structured approvals and handoffs.

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Workflow Management Software

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Summary

  • Large-scale content needs software, not spreadsheets - When Washington Post ramped up to 1,200 pieces per day in 2015, they caught New York Times in readership. Managing that volume requires workflow software that handles task assignment, data capture, and conditional logic without manual intervention
  • Small management teams can oversee large production - Content workflow software reduces workloads by automating assignments, tracking execution in real-time, and enabling direct collaboration within tasks instead of endless email threads between writers, editors, designers, and QA staff
  • Metrics reveal bottlenecks you can’t see otherwise - Deep analytics show which steps cause delays, whether compliance workflows are used correctly, and where training could improve efficiency. Feedback from team members working tasks provides insight spreadsheets never capture. See how Tallyfy manages content workflows

Today, content is more important than ever - and by extension - so is content workflow software. Some of the largest publishers in the world have doubled down on their content efforts and are reaping the rewards. The Washington Post ramped up their content creation efforts in 2015 to more than 1,200 pieces of content per day and saw themselves catch New York Times in online readership toward the end of the year.

Content workflows help to remove the common pitfalls when it comes to producing content. It does not matter how big the task is; from planning and publishing a simple Facebook post to a multi-channel campaign spread over numerous online channels, a defined workflow will help.

— Mat Murray, Content Strategist

This shows why you need an effective, established workflow for your content production effort. For large-scale operations, this can only be managed with a content workflow software solution that is flexible and consistent. At Tallyfy, we have worked tirelessly to ensure that our software is as flexible as possible. From what I have observed helping teams scale their content operations, flexibility is what separates tools that get adopted from those that gather dust.

There are many reasons why content workflow software is an excellent choice for any business that is looking to scale their content production rapidly with large teams. Consider whether these benefits would apply to your business:

Smaller workloads for managing large teams

When you are producing content at scale, one of the first problems that you will run into is finding a way for a small team of project managers to handle all of the incoming content. Between working with the creators, editors, quality assurance staff and delegating all of the work to the appropriate person, it can be very difficult to manage the workload.

Task management and workflow software make it easier for small management teams to handle large teams of production talent. Those smaller workloads allow them to have more attention to fine details and produce a better product overall.

Easily defined content workflows

Content and marketing workflow discussions appear in about 3,900 of our customer conversations at Tallyfy. One of the major issues that many companies run into when attempting to produce content at scale is the ability to easily define workflows and assign them to the correct people.

Content workflow software that allows you to build out each step individually, define the data that needs to be captured during the step (including file uploads for content production) and then pass that particular task to the next person in line is important. It seems simple but it’s a feature that most project management software is missing. Many still require some sort of manual input in order to keep the tasks moving along correctly.

The ability to define workflows and have the flexibility to add conditional logic and data capture at each step is absolutely essential for long-term success in large-scale content production.

Example Procedure
Blog Post Creation & Publishing Workflow
1WordPress
2System 1
3System 2
4Choose your topic
5Research and outline
+5 more steps
View template
Example Procedure
Client Content Approval
1Gather content requirements
2Create Draft 1
3Approve Draft 1
4Create Draft 2
5Approve Draft 2 (Client)
+10 more steps
View template

Tracking content workflow execution

Having all of the workflows built out is the first step, but you have to make sure that you are executing smoothly. You must make sure that your content workflow software has execution tracking built-in so that you can quickly analyze what steps are causing hangups and which steps are working as intended.

Your lowest level users need an interface that can mark each step as done, see what steps are left to complete, and report any issues that they’re running into.

Managers need the ability to track the progress of all steps within the system and be automatically alerted when there are delays.

Collaboration and integrations

Collaboration is a key component of the content production process. Being able to share the content production process between writers, designers, editors, and other creative staff is essential for delivering your best possible product. The ideal content workflow software will allow for you to have direct conversions about steps within the workflow so that you do not need to figure out the context of the conversation. This eliminates the hundreds of emails that you may otherwise receive to handle all of these individual tasks.

Conditional logic

Not every project has the same requirements. When one piece of content requires a graphic designer, another may not. Great content workflow software has conditional logic built-in, properly pushing assignments and tasks down the workflow as required. At Tallyfy, we have conditional and decision-making logic built into each individual task to ensure that your workflow is never interrupted or tasks moved out of order.

Although many project management software solutions will claim that they are an all-in-one business software, the truth is that all businesses will have dozens of apps that they use on a daily basis. Apps like document management, billing solutions, CRM software, social media and virtual phone systems are all a real, relevant part of daily operations for most businesses. Your content workflow management solution needs to not only connect with these software solutions but intuitively share the data that needs to be shared.

Feedback and permissions

There is no one that will have more insight into the individual workflow tasks and their effect on your overall system than the people who are working on it. Find a content production software solution that allows your writers, designers, and other creative workers to leave important feedback for improvement. Most businesses present their teams with the project management software and never receive adequate feedback on where they could improve. Tallyfy allows your teams to leave necessary feedback on individual tasks within the system to give you deeper insight into where your workflow could improve.

Advanced permissions

Security is a very real concern for any business. If you’re producing hundreds or thousands of pieces of content per month, you need confidence that the right person is going to have access to the right data at all times.

Your content workflow software should have advanced permissions that allow you to carefully spell out who will have access to what. For large groups, you need a solution that can model your existing content workflow and hierarchies and the customization options to make changes at a later date. The more that you can fine-tune your permissions, the less of a chance that you will ever have a data breach.

Metrics and reporting

The ability to audit your efforts matters a lot for large-scale content production. Most teams skip this. Are steps being completed in a timely fashion? Are compliance workflows being taken into account and being optimally used throughout the content production process?

You need your content workflow software to provide deep analytics for all stages of the process. Compliance appears in about 1,100 of our customer discussions at Tallyfy, and this will help you identify problem areas and make corrections to your workflow that will not only speed up production time but probably allow you to better tailor your employee training procedures to get the most out of every member of your team. With in-depth reporting, you will be able to see inefficiencies and delays and brainstorm ways in which you can improve.

Conclusion

When you’re working on large-scale content production projects, you need to not only have a solid content workflow but evaluate your operations as a whole to find inefficiencies that could be slowing you down. At Tallyfy, our software offers all of these features and more. Our software is perfect for large-scale content production operations, allowing you to easily employ and manage hundreds of workers, without thousands of inbox messages piling up. If you would like to learn more, please check out our features page for an in-depth listing of how we can help you improve your content production efforts through the content workflow.

Is content chaos sustainable?

Are you hearing this at work? That's busywork

"How do I do this?" "What's the status?" "I forgot" "What's next?" "See my reminder?"
people

Enter between 1 and 150,000

hours

Enter between 0.5 and 40

$

Enter between $10 and $1,000

$

Based on $30/hr x 4 hrs/wk

Your loss and waste is:

$12,800

every week

What you are losing

Cash burned on busywork

$8,000

per week in wasted wages

What you could have gained

160 extra hours could create:

$4,800

per week in real and compounding value

Sell, upsell and cross-sell
Compound efficiencies
Invest in R&D and grow moat

Total cumulative impact over time (real cost + missed opportunities)

1yr
$665,600
2yr
$1,331,200
3yr
$1,996,800
4yr
$2,662,400
5yr
$3,328,000
$0
$1m
$2m
$3m

You are bleeding cash, annoying every employee and killing dreams.

It's a no-brainer

Start Tallyfying today

About the Author

Amit is the CEO of Tallyfy. He is a workflow expert and specializes in process automation and the next generation of business process management in the post-flowchart age. He has decades of consulting experience in task and workflow automation, continuous improvement (all the flavors) and AI-driven workflows for small and large companies. Amit did a Computer Science degree at the University of Bath and moved from the UK to St. Louis, MO in 2014. He loves watching American robins and their nesting behaviors!

Follow Amit on his website, LinkedIn, Facebook, Reddit, X (Twitter) or YouTube.

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