Marketing use case

Here's what a brand strategy creation process looks like today:

Jeff, the account executive, writes up a draft brand strategy and e-mails it to his supervisor, Veronica, for input. Veronica makes changes, saves the document on her hard drive and then e-mails it back to Jeff, who makes her edits and saves the new document on his hard drive as "nearly final." Jeff then sends the nearly final document to the group vice president and legal department and copies Veronica. The group VP and lawyer make their changes, save the files to their own hard drives and e-mail them back to Jeff and Veronica. Jeff makes the edits and saves the 'client ready' copy on his hard drive.

Then Jeff emails this strategy document to his primary client contact, Vicki, and copies Veronica, the group VP and the lawyer on his e-mail. Vicki in turn makes additional changes, saves her edits to her hard drive and then e-mails her copy back to Jeff. Jeff makes Vicki’s changes and saves the document as ‘final final’ and then e-mails the document back to Vicki for broader internal distribution and approval by the client's upper management. Their edited documents each get saved on their hard drives and are then e-mailed back to Vicki, who forwards them on to Jeff who makes the final revision, and behold, the document is ready to be sent to the client's legal team.

The client's legal department adds opinions and recommendations and Jeff makes the final, final, final edits and publishes the official document to all the agency and client contacts on the distribution list, who must each remember to read the document to be sure their edits were included and then save the final document over their prior versions—or risk confusion later about which document was really the final.

Here's what the brand strategy creation process looks like with NextPage 2:

Jeff completes his draft document, e-mails the document to Veronica. When Veronica makes edits to the document, Jeff gets notified that she is working on the document. Then Veronica sends Jeff the new version and he is automatically notified that he received a new version of the document.

When Jeff goes to open the document, he accidentally clicks on the old version and NextPage notifies him that a new version exists. So he opens that document instead, and spends his time editing the right version. Jeff merges Veronica’s version, renames the document and sends it to the group VP and the agency's lawyer for review. They each make changes and e-mail the document back to Jeff, who now knows exactly when the versions happened, who made changes and what changes were made. Then, he simply merges the changes and sends everyone the final document. Now, when people try to open a previous version, they will be prompted that a newer version exists, so they can always be sure they're working on the most up-to-date version.

Because the primary client contact, Vicki, subscribes to NextPage and is notified of a new strategy with an alert requesting her review. Vicki makes her edits, sends the document, and it is immediately viewable by the rest of the client's upper management, in addition to Jeff, Veronica, the group VP and the agency's attorney.

The client's upper management adds their two cents and the document versions get added to the Version History™. Jeff does a review of these and then merges the documents. He then e-mails out this version only so the client's legal department gets to view only that version of the document along with everyone else. When legal makes its comments and e-mails them back, Jeff sees the final input. He does a quick merge and sends the final version, so everyone has a final document on their desktops.

With the Document Signature™ and Version Check™, everyone knows if they have the latest version.

With NextPage 2, no one’s edits go unnoticed. No one saves numerous ‘drafts’ of the document along the way. No one struggles through e-mail attachments to find the document. Everything stays within reach directly from each user’s desktop.