Marketing Operations & Workflow Development
Project Lead · Process Development · Workflow Design
Identified opportunities to improve project visibility, departmental organization and workflow efficiency within a credit union marketing department.
Proposed and initiated the implementation of Monday.com to centralize marketing requests, campaign management and departmental resources, replacing fragmented processes with more structured workflows.
Marketing Operations · Process Improvement · Workflow Automation · Cross-Functional Collaboration
ROLE
FOCUS
MY ROLE
From identifying needs to building solutions.
Led the initiative from identifying operational needs and recommending a solution to designing workflows, implementing the platform and refining it over time.
Developed the organizational frameworks for campaign management and marketing requests, collaborating with a specialized consultant on advanced platform functionality and automation.
Independently built additional project management boards and centralized resource hubs to improve access to departmental information, production files and procedures.
KEY PROJECTS
Marketing Request Management
Campaign Management & Reporting
Departmental Resource Hubs
Independently created centralized marketing, print production and vendor resource boards containing brand assets, templates, production specifications, procedures and historical project documentation.
These resources gave team members and contractors easier access to reference materials, supporting more consistent project execution and reducing reliance on scattered files and individual knowledge.
Replaced a primarily email-based request process with a centralized system integrated into the company intranet.
Developed a four-stage workflow—New Requests, Approved, In Progress and Completed—with department-based project identification and automated notifications to keep requestors informed of project status.
The new process gave marketing leadership greater visibility into incoming work while giving other departments a more consistent, transparent request experience.
Developed structured campaign management workflows incorporating task assignments, dependencies, approval processes and performance reporting.
Collaborated with a technical consultant on advanced board development and automation, including proofing integrations and campaign dashboards.
Designed the system to improve coordination across campaign activities and provide a centralized view of project progress and performance.
OUTCOME
Greater visibility.
Stronger organization.
Established a centralized marketing request process that improved project visibility and communication with requesting departments.
Developed campaign management tools and departmental resource systems that strengthened organization and supported collaboration across the marketing team.
Although organizational changes and competing priorities limited full departmental adoption and long-term optimization, the initiative established functional workflows and resources that improved several aspects of day-to-day marketing operations.