Reporting & Resource Management Best Practices

Modified on Mon, 16 Dec at 4:42 PM

Reports provide insights into how your team is working within Lytho, empowering you to manage current workloads effectively, understand how your team is tracking toward established KPIs, and make data-informed strategic decisions for the future. Using reporting is key to ensuring the deliverables you create align with your organization's goals. Check out the resources below and remember that we're here to help you brainstorm process adjustments or provide additional help!


TABLE OF CONTENTS


Answering Key Business Questions using Reporting

Understanding what outcomes you are looking to achieve and asking the right business questions to support those outcomes are at the foundation of success. At Lytho, we like to say, “what’s measured is managed.” To support you, we've created a cheat sheet pairing common business questions and the appropriate report to provide you with the data you need. For example, questions related to resource management might involve asking, "Are the team members I need available to do the work?" and "Are we estimating the correct amount of time for work?" Dig into the cheat sheet to find guidance on generating reports that address these questions.



Reporting Reference Guide

Reports in Lytho Workflow are segmented to provide customized views of every level of work and are available for Campaigns, Projects, Tasks, Proofs, All Work, Requests, Reviews, Users, and Time. Each report can be customized with the columns and filters you need to see vital information at a glance.



Video: The Lytho Metrics Exchange: Swap Strategies for Now. Next. Later!

Using a Now. Next. Later. approach, we’ll show you how to fine-tune your reporting, identify gaps for improvement, and turn your data into a powerful tool for next year. Here’s how we’ll break it down:

  • Now: Cover your immediate EOY reporting needs.
  • Next: Get a plan for making next year’s reporting a breeze.
  • Later: See how to use data strategically to drive long-term growth.

Use this Reporting Maturity Workbook to evaluate your current reporting maturity, set clear goals, and stay on track to achieve them.




Video: EOY Metrics: Telling Your Team's Story with Data

Are you ready to showcase your team’s accomplishments and optimize your reporting processes for the coming year? Watch our lively panel discussion featuring three accomplished creative operations leaders as they share their expertise on data collection and strategic reporting. Walk away with strategic insights and actionable tips that will empower you not only to showcase your team’s achievements, but also to navigate the dynamic landscape of Creative Operations with finesse.




Video: Managing Team Bandwidth with Lytho Workflow

Kat Kane, Marketing Team Lead at Blue Cross and Blue Shield of North Carolina, and Brittany Pais, VP of Customer Experience at Lytho, share how Kat leverages Lytho to monitor workload, assign the right people to work, and coaches for continuous improvement




Video: How Creative Leaders Can Leverage Key Metrics to Manage Up, Down, & Sideways

Cherise Oleson, Senior Creative Director at Franklin Energy and Brittany Pais, Director of Customer Experience at Lytho, share how Cherise’s team leverages data to showcase creative value and build relationships with business leaders.


Video: Analytical Creativity: The Key to Successful Collaboration with Marketing

Creative teams want to become informed, respected contributors to their company. To forge a stronger partnership with management, designers must embrace a shared language that’s focused on KPIs that drive the business and show how their work contributes to them. Listen in to our session at Adobe MAX 2019 and hear Colleen Phelan, Director of Marketing Services & Web Customer Experience with Delta Vacations, Brian Kessman, founder of Lodestar Agency Consulting and Director of Product Management at Lytho, and Brittany Pais, Director of CX at Lytho, explore how design has never been more important for businesses to express their brand’s value as digital marketing platforms are powering increasingly data-driven operations.



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