From chaos
to clarity.

The situation

A new U.S.-based nonprofit client became the largest client our agency had worked with. The campaign required a caging and scanline process that no one on the internal team had handled before.

The messy part

There was no internal playbook. The team needed to understand how the scanline process worked, how it connected to the caging service, what the data team needed, and how the web setup had to support the campaign.

Why communication mattered

The first step was having an honest internal conversation: we did not know what we did not know yet. Once that was clear, the path became straightforward: identify the right stakeholders, ask the right questions, document the answers, and turn uncertainty into a usable process.

What I did

• Met with the client, caging service, internal stakeholders, data team, and web developers.
• Mapped the scanline/caging process and clarified what each team needed to provide.
• Created documentation so the process could be repeated and understood internally.
• Communicated technical and data requirements to the right internal owners.
• Kept the campaign moving by turning an unfamiliar process into clear next steps.

What changed

The campaign setup was clarified, documented, and delivered on time within one month. The team gained a repeatable process for future work.

The situation

Production work was being tracked in Notion, but the team needed a more structured way to manage active client work, campaign deliverables, assignments, deadlines, statuses, and production visibility.

The messy part

Notion was flexible, but it made it harder to standardize workflows, track ownership, manage deadlines, and see production status across multiple active clients.

What I did

• Led the migration of production/project management workflows from Notion to Wrike.
• Designed project structures, task setup processes, statuses, workflows, and automations.
• Created repeatable ways to set up client and campaign projects.
• Improved visibility into assignments, blockers, deadlines, and production status.
• Supported team adoption and became the internal owner of Wrike for production workflows.

What changed

Wrike became the central system for production visibility, task tracking, workflow management, assignments, deadlines, and status updates.

The situation

During a holiday campaign season, last-minute webpage edits created bottlenecks because many updates required external developer support.

The messy part

Developers were contractors, and their availability did not always match urgent campaign timelines. Even small edits could slow down production during a time-sensitive season.

What I did

• Identified last-minute web edits as a recurring production risk.
• Worked with developers ahead of the next holiday season to create user-friendly, no-code webpage templates.
• Considered the common edits digital marketing associates needed during campaign production.
• Helped create a workflow where internal team members could handle common updates without waiting on developer availability.

What changed

During the following holiday season, common webpage updates could be managed internally. This reduced developer dependency and helped prevent major website issues.

The situation

Holiday fundraising season involved multiple clients, tight deadlines, and campaign deliverables across direct mail, print, email, web, digital advertising, and launch/takedown workflows.

The messy part

Campaign work moved across many people and dependencies: client-facing leads, contractors, designers, digital marketing assistants, vendors, printers, data review, proofing, email launches, webpage updates, and final approvals.

What I did

• Managed timelines, assignments, status updates, blockers, and dependencies across active holiday campaign work.
• Coordinated contractors, digital marketing assistants, vendors, client-facing leads, and internal team members.
• Managed print production steps including proofing, data review, checklists, printer submissions, and timeline tracking.
• Improved campaign readiness through earlier planning and proactive production tracking.
• Supported launch/takedown planning and delegation so work could continue smoothly during peak season.

What changed

Holiday campaign production became more organized and better prepared compared with the previous year, with clearer visibility into priorities, blockers, and next steps.