Systems / Smartsheets
Build the operating system around the campaign.
Connected Smartsheet systems for media planning, project and product operations, fiscal-year reporting, and shared visibility into the work.
Media & project planning
Task & status tracking
Reporting & dashboards
Shared ownership & visibility
Bring the operating work into one picture.
My Smartsheet work for an onsite advertising team at Razorfish spans media planning, media operations, project management, and product operations. These are connected responsibilities. Planning creates work to deliver; delivery creates statuses, questions, and information that the team needs to track.
Build different views for different decisions.
The reporting work includes historical views by fiscal year, individual reports, and revenue-at-risk reports. Master dashboards bring those perspectives together, while more focused views support a specific person or task. The aim is to let the team move between the broad picture and the detail behind it.
Make ownership and status visible.
Task tracking, status tracking, and data transparency are central to the systems. The work is about giving people a shared way to follow what is happening across projects and operations. That requires attention to how information is structured, maintained, and presented, as well as the dashboard itself.
Across the operating system
The scope of the work.
- Media planning
- A shared structure for the planning work that precedes campaign delivery.
- Media operations
- Track the operational work supporting onsite advertising.
- Project & product operations
- Bring project-management and product-operations responsibilities into the tracking picture.
- Fiscal-year history
- Organize historical reporting by the fiscal-year view the business uses.
- Individual reports
- Provide focused reporting alongside the broader operating picture.
- Revenue at risk
- Create a dedicated reporting view for revenue that needs attention.
- Master dashboards
- Bring the relevant reporting and status views together for a broader overview.
- Task & status transparency
- Make the work, its current status, and the underlying data easier for the team to follow.
The process
How the work came together.
Structure the operating work
Connect media planning, media operations, project management, and product operations in shared tracking structures.
Create useful views of the data
Support fiscal-year history, individual reports, revenue-at-risk reporting, and master dashboards.
Connect status with action
Make task ownership, current status, and underlying information transparent so people can see what needs attention.
Skills & applications
What the work called for.
- Smartsheet planning & tracking
- Media plans, operational work, project tasks, and product operations share a clearer tracking structure.
- Smartsheet reports & dashboards
- Fiscal-year reporting, individual reports, revenue-risk views, and master dashboards serve different decisions.
- Shared task & status views
- People can follow responsibilities and current work alongside the broader reporting picture.
The deliverables
What took shape.
Operational systems experience
- Media, project & product operations tracking
- Fiscal-year, individual & revenue-risk reporting
- Master dashboards, task ownership & status tracking
The outcome
The result.
A connected body of Smartsheet work across planning, operations, reporting, and task visibility for the onsite advertising team. The contribution extends from the data structure to the views people use to manage the work, within my broader product and media operations role.
