Improving Organization

When I encounter problems, I like to zoom out and think about the big picture and ask myself how I can be a part of the solution. Below you can see an example of a time when I noticed an organizational problem and how I went about finding, proposing, and implementing a solution.

The Problem

Our file management system wasn’t efficient.

  • The root folders were the names of individual contributors

  • Inside each one, the work was organized by personal preference, without any unified naming conventions

  • Cross-team collaboration and access was difficult due to the lack of standardization across individual contributors

  • There was no good way to know what existed where and so duplicates were being created across folders, creating additional confusion

  • When someone left the company, their work had to be moved into a new folder and adopted by someone else

My Approach

This existing system had been in place for a long time. So when I presented the issues to my manager and suggested we consider a change, she was understandably overwhelmed and hesitant to change. However, I was confident that we could improve the system.

In my free time I worked towards a solution by:

  • Researching storage organization methodologies to understand how others had gone about resolving similar issues

  • Established the organizational priorities by Interviewing other creative teams at the company to understand their needs

  • Identifying the source of truth we would reference to ensure consistency in our naming conventions across platforms

After considering my plan, my manager agreed that this was a significant improvement to the current system.

The Solution

A new organizational system.

  • First-level
    Company name because this was the first-order of access shared by all teams. The naming convention was written to mirror the organizational source of truth for records at the company, the CRM.

  • Second-level
    Individual teams which serviced different product types.

  • Additional Considerations
    Shared notes, brand assets, individual deliverables and campaigns all received additional granular folder structures

I created the standards and lead the implementation of this new organizational system with all of the creative teams at the company.

Organization Proposal Overview

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Process

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Clarity