With HCL® Marketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.
Plans capture the objectives of a business unit or geographic area for a specific timeframe, such as a year or a quarter. A plan is the container for your marketing programs and projects.
Programs are the child-objects of Plans. Programs can contain multiple projects to organize work for your organization.
A project organizes all the information that is related to develop and run one or more related marketing initiatives. Projects contain general information, resources, and attachments for the marketing initiative. Projects also typically organize the people who work on the marketing initiative, including who completes which tasks, and the timeline to complete the tasks. Projects can also include budget information. Monitoring features ensure that everyone knows whether the project is completed on time.
An approval process streamlines the process of having your work reviewed and approved. Multiple users can review work in parallel or in an order that represents your business processes.
In HCL® Marketing OperationsDistributed Marketing, you assign work to teams or individual users.
You manage project members on the People tab. For example, you can manage teams and security permissions.
Reviewers are different from project members because they do not have access to the project. Reviewers approve other project members work. Both reviewer roles and users are defined in the People tab for use in the workflow, mostly for approval tasks.
Access levels are default roles that exist for different types of objects. For example, a project has an owner, a participant, a requester, and an approver. A request has an owner and recipient. While the names of the object access roles are fixed, the security permissions granted by them depends on the security policy assigned to the object. In other words, different members of a project might need different access roles. Object access roles are also sometimes called access levels.
Different users and roles have different permissions.
Roles define tasks and permissions in projects. Assign users to roles before starting work on a project.
Historically, organizations produced paper-based calendars and updated them with the latest information. The calendar feature provides marketing groups with electronic means to view and update calendar data.
A grid is a spreadsheet-like presentation of data. Grids allow HCL® Marketing Operations users to store all campaign- and project-related data within the project.
A marketing object is any work product a team develops and reuses in the course of its marketing activities. A marketing object can represent a physical item (such as a letter, credit card, or banner ad), or a business component (such as a credit card offer, a target segment definition, or a rewards program definition).
In HCL® Marketing Operations, a budget coordinates expenses of plans, programs, and projects. After you establish the plan budget, you can fund linked programs, and ultimately projects, from it. Marketing Operations tracks budgets of child programs and projects in the form of allocations, forecasted or committed spending, and actual expenses.
Metrics are used for management reports and analysis. View metrics on the Tracking tab for plans, programs, and projects.
In HCL® Marketing Operations, you assign work to individual users or to teams.
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