data organization

[BBrown5]

do you have suggestions on sorting data across multiple business units for marketing services....photos, collateral material, budgets, marketing plans etc ?  By BU, by year, by marketing category or marketing category of services by BU by year or marketing category of services by year by BU

[GiantFocal · Accepted solution]

Hi @BBrown5,

Based on your context, I would structure them in 3 levels:

• Level 1: Business Unit
• Level 2: Marketing Category/Service Type
• (OPTIONAL) Year, which allows for easy navigation and retrieval while maintaining logical groupings.
• Level 3: Elements (photos, collateral material, budgets, marketing plans, etc). I prefer to add the year in the element folders.

[kennedyp]

Thanks for your post, @BBrown5! 

I want to invite some subject matter experts, @Jnix284, @Josh, and @karstenkoehler to see if they have any suggestions for organizing marketing services by Business Unit. Any thoughts, y'all?

Best,

Kennedy