OUR PROCESS

WORKFLOW MANAGEMENT

INTERNATIONAL ACCOUNT TEAM

WRIKE PROJECT MANAGEMENT

Private Client Space
Dedicated Support Request Forms
Direct communication possible via comment thread (tagging, notifications)
Project overviews
Customized workflows with specific statuses
Automated processes
- Operational
- Approvals
Service Desk Capabilities (Kanban, Agile)
Dependencies
Gantt chart
Reporting

WRIKE PROJECT MANAGEMENT

REPORTING & ANALYTICS

SLA – SERVICE LEVEL AGREEMENT

Our SLAs are always customized to each client, in order to ensure our way of working fits seamlessly with your team(s).

Upon full receipt of finalised content and materials, we will complete requests within 2 full business days.

In the case of mass requests (20+), this timeline might differ. Please note: turnaround time is heavily dependent on complexity of tasks.

QA & TESTING PROCESS

FOUR EYES PRINCIPLE

We apply double internal QA – build is performed by one person, who tests and then hands over to a second person, who will follow a custom designed checklist, prior to sharing the material with the client for final approval.

TECHNICAL DEPLOYMENT TESTING

For larger technical projects – moving from one Marketo instance to another; CRM integrations, Custom Integrations, etc.

POCs in sandbox
Approval process (demo and signoff)
Build in Production (QA, testing, go live)

LOCALIZATION:
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MANUAL

Translation copy provided to marketing ops team / outsource partner.
Translations: by humans
Manual copy/paste
Some level of workflow management to faciliate the process (e.g. QA, approval, etc.)

AUTOMATION

Use of 3rd party providers.
- Custom workflow integration
- Packaged solution e.g Cloudwords
Translation: by humans
Using Marketo REST API automated insertion of translated copy straight into email & landing pages.

AI

Automated translation process using Marketo REST API automated insertion of localized/translated copy.
Translation: by specialized Generative AI/LLM by Deepl
QA: by humans
Benefits:
- Time to Market.
- Important cost savings

CHECKLIST EXAMPLES

EXAMPLE CLIENTS: OVERVIEW

Sandvik Coromant

Industry: Manufacturing - Metal cutting Swedish brand, Global Leader, 8000 employees

What we realized for Sandvik:

Marketo deployment 2017, user training global scale (100+ participants)
Lead Management Process Flow, Interviews, Sales and Marketing Alignment sessions 2018
Marketo User support and Center of Excellence
Workshop Lead Management
Marketo - Microsoft Dynamics integration 2019
Hypercare Integration and setting Platform Monitoring process
Custom integration CDP - together with Sandvik and Microsoft - see use case
Technical Support Marketo - MSD up to present

SES SATELLITES

Industry: Global connectivity and satellite provider

What we realized for SES:

Marketo deployment 2019
Marketo - Microsoft Dynamics Integration 2020
Microsoft Dynamics and Marketo Customisations 2022
Technical Support Marketo - MSD up to present

SoftwareOne

Industry: Enterprise software and cloud procurement

What we realized for Software One:

Marketo Migration from previous MAP
Marketo - Microsoft Dynamics Integration 2021
Marketo Global Support ongoing
Hypercare Integration and setting Platform Monitoring process
MSD - Marketo customisations for Lead Management

BEST PRACTICE
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1 main contact point on client-side who is LeadFabric’s direct point of contact
- When working with multiple teams:
  - Clear agreement on which teams can request support & what kind of support
  - Who can request campaigns from within those teams
  - Who can provide final approval of assets
  - Agreement on edit rounds / type of changes
- Agreement on how requests are logged with LeadFabric
- Turnaround time – clear alignment
- Crucial: completeness of assets & instructions
- Standardized QA process
Most common reason for delays and/or multiple edit rounds: incomplete assets, unclear and incomplete instructions