Business Process / Project Management

Built marketing production teams in Hyderabad, India (20+ employees) in the areas of Marketing Operations, RFP support, Digital and Design Production to support shifting business priorities. 

Marketing business lead on strategic cross-departmental workstreams. 

Steering and IT governance committees member ensuring data standards and process were in global alignment.

Managed the automation process with the Global Distribution Services team to automate marketing materials on the DeskNet platform. Activities included: 

• Marketing research | Design development | Project scope and schedules | Content inclusion & structures/Data decisions | Design set up on platform for automation | Data matrix  | Disclosure matrix  | Data, sourcing & disclosure aligned for template development | Content parameters for writers | Production - Build and test | Project postmortem

Evolved the manual U.S. marketing materials production model to an automated platform. In this example, hundreds of company biographies were moved into the DeskNet automated production workflow system. The move to automation saved design resources and enabled efficient management of the company's content. 

Other automation materials included hundreds of quarterly fact sheets and commentaries.

Complex business process analysis to improve operational efficiencies.

Reduced the time marketers spent pulling manual fund related data for marketing materials by 87%. Eleven data sources were dynamically fed into one easy-to-use report.