August 08, 2018 If Your CEO Does This One Thing It’s Time to Rethink Your Process

We’ve been talking a lot about the benefits of an online collateral management system lately. It saves marketers money, keeps things organized and on brand, and makes it easier to get what you need, when you need it. Who wouldn’t want that? But we understand – change is hard, and sometimes it’s just easier to stick with what we know. Right? In an effort to consider the other side (because of course we’re biased – our clients are saving tons of money here!) we’ve decided to present the other side of the story.

 Consistency? Who needs it!


Myth: An online collateral management system will limit the creativity and freedom of sales and marketing to tailor items to their individual needs, and updating the documents in the online portal will be as much or more work than the system you currently have. 

Reality: Most sales and marketing documents don’t change frequently for a good reason – brand consistency and quality of design. Have you ever seen a brochure or PowerPoint presentation with a stretched logo, the wrong blue, or (heaven forbid) comic sans? It’s more than snobbish designer squabble, it’s about how your business is represented. They’re called brand standards for reason.

One of the best parts of using the Pixa Portal to manage documents is that the content can be edited within the platform, but you have full control over what is and is not open to change. Business cards, company brochures, letterhead, envelopes, thank you cards, and logo files are all perfect items that don’t need a creative eye after the design is approved. Why not put them up on an easy collateral management system and call it a day?


It’s Not Worth The Effort


 Myth: It’s time consuming to set up (and we’re too busy!). Design files and PDFs are scattered across emails from print vendors, the server, your desktop, and the thought of gathering them all up is overwhelming.

Reality: Let the professionals do the heavy lifting. Like when you hire strong men with a truck to move all of your heavy furniture from one house to another in the 112 degree July heat you can hire us to do the running around for you. Plus, we have an excellent staff of designers that can recreate anything that is truly lost in the interwebs.

We have also created a handy checklist of the most useful items to store on a digital documents portal. Hint: it’s not just print documents


Use ‘Em Up!


 Myth: Using out of date materials isn’t really a big deal, is it? It can be hard to justify throwing away – or recycling – four hundred outdated brochures for having the wrong email address on them when budgets are tight.

Reality: A lot of offices have a closet full of outdated materials that are either collecting dust or being used despite having the wrong information on them. Many of us have simply come to accept that when placing orders choosing a quantity is a bit of a guessing game. Will you need 500 or 5,000 brochures? It can be tempting to buy more than you think you’ll need to save money on a bulk purchase order. The reality is that these practices can create waste and leave you with a junk drawer of unusable brochures.


“I prefer to waste 7-10 hours a month chasing down approvals” – said no one ever



Myth: You aren’t spending that much time proofing and approving items. When tracked, many business owners, office managers and marketers are surprised to discover how much time they’re spending managing the approval process for their collateral.

Reality: A collateral management system automates the tedious steps in the process, saving marketers time that they could be spending on far more productive tasks.

If your CEO is still approving business cards do yourself a favor and give us a call. 


Okay that's enough fun for one blog post - have I convinced you that an online collateral management portal will save you time and money? If you're interested in learning more we will be hosting a free (and short) online seminar next week, August 15th, at 1:30 pm to talk about the benefits of a Pixa Portal with our client from Girl Scouts. Can't attend? Register anyway and we'll send you the recording. 

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