A Great Tool for Managing Workflow & Collaboration
Use Cases and Deployment Scope
We use Welcome to collaborate on the creation of articles, social media campaigns, video content, product literature, and most of our work! It helps us to manage the creation, editing and approval processes so that we can always see where bottlenecks are, who's responsible for edits, and the next steps to be taken.
Pros
- I can see an overview of all my assigned tasks and if I need to take action now or in the future.
- The history tab gives a detailed overview of all action taken by everyone so far.
- You can really break tasks down into clear, specific steps leaving no room for guesswork or confusion.
Cons
- For some tasks that don't require an article, we are forced to create one or the task doesn't function.
- When changes are tracked in Word docs they are not apparent until the file is downloaded meaning that if people are only previewing content, they will miss these changes/comments.
- Having 2 separate places to comment can be confusing and hiding resolved comments can mean less transparency in the process.
Return on Investment
- Employees can be resistant to using Welcome at first as they think it will add to their workload, but they, eventually, see the benefits of saving time and gaining efficiency.
- If one person is responsible for entering all tasks, it can be a fair bit of admin time for that person.
- We have a better working relationship with external agencies that also use Welcome to collaborate with us.
Other Software Used
Sprout Social, DocuSign, Salesforce CMS