A category focused on driving digital transformation in marketing. Topics include adopting and leveraging marketing automation (MA) tools, building data analytics infrastructure, automating workflows through ad-CRM-MA integration, and using technology to improve both the productivity and precision of marketing operations. Whether you're a practitioner evaluating tools or a manager leading a DX initiative, this category offers broadly applicable, practical insights.
Showing 19–36 of 88 posts
Automating marketing workflows, organised by the cause of rework. Distinguishes this from MA, covers the three causes — ...

How to design marketing approval workflows using criteria beyond spend. Covers the four approval categories — budget, ex...

How to allocate people and effort across marketing campaigns. Covers why capacity cannot be carried over the way budget ...

The ten knowledge areas from PMBOK Guide 6th Edition, listed and explained. Covers why they were replaced by performance...

How to build a swimlane diagram, focused on lane design. Covers splitting by department or by role, deciding the order o...

How to build a data flow diagram, covering the four symbols and the logic of levelling. Explains process, data store, ex...

What separates free and paid flowchart tools: simultaneous editing, diagram limits, export formats, version history, and...

The bar chart schedule explained against network and S-curve formats. Covers its advantage of being readable without exp...

The building blocks of an ER diagram and how to express relationships. Covers entities, attributes, and relationships, t...

Effort, man-hour, and man-day sit at different levels: effort is the concept, person-hours and person-days are the units...

Flowchart patterns by type of process. Covers the skeleton and the branches to watch for approval flows, enquiry handlin...

What a person-day means and how to convert it. Covers why one person-day is not always eight hours, the conversion table...

What a PMO does and how it differs from a PM, organised around who holds responsibility. Covers the supportive, controll...

The six earned value management metrics explained by meaning and how to read them. Covers PV, EV, and AC, the variances ...

How PMP, Japan's national Project Manager Examination, and P2M differ, organised by the nature of each scheme. Covers wh...

A five-step method for mapping a business process, plus the three things that create key-person dependency, how to inter...

Two Japanese words are both read kotei and both mean something close to "process": 工程 and 行程. This guide explains the di...