Tips, Tricks & Best Practices

BBrown5
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data organization

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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

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GiantFocal
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Top colaborador(a) | Parceiro

data organization

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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.
Best regards,
Ernesto @ GiantFocal
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GiantFocal
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Top colaborador(a) | Parceiro
Top colaborador(a) | Parceiro

data organization

resolver

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.
Best regards,
Ernesto @ GiantFocal
Found this answer helpful?
Marking it as the solution helps both the community and me - thanks in advance!
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kennedyp
Gerente da Comunidade
Gerente da Comunidade

data organization

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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

 


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