Due to the unique circumstances the world is living in this year we’ve decided to gather some best practices to effectively use the PIM as a remote collaboration tool.
Set up a quick training
Book some time with your Customer Success Manager to work together to come up with the best set up for your company remote collaboration.
1. Creating a set of Key Attributes
These key attributes help set up the foundation for your collaboration. They will allow you to create filters and smart lists that will help you work together.
Here we will just show you the basics for key attributes, since we know these will vary business to business. So start with these*:
- Product Owner: This will set who the owner of the product is
- We suggest setting this up with a Dropdown attribute type so that only one person at a time can be selected. If you have more than 1 person owning a product at a time/stage, use a Multi-select attribute.
- Make the options of this attribute your team members' names. This will clearly show who is responsible for this product at any given time.
Product Lifecycle: These are the stages you want your product to pass through
- We suggest a Dropdown for this one too. A product should only be in one stage at a time.
- Examples of stages could be :
- ERP Data: Product has just been added from ERP and only has a few attributes on it.
- Basic Content: Things like, Short Description, Brand, Title and Price have been added.
- Rich Content: Product now has Images, Long Marketing Descriptions, Details, Unique Selling Points etc.
- Sales Ready: Product now has the sufficient data to be sold B2B.
- Ecommerce Ready: Product is good to be sold online.
- Product Validation: This reflects the subjective completion of the product
- We also suggest a Dropdown here, because it is unlikely that it will be in multiple states of approval.
- Examples of Validation could be "Pending, Approved, Needs Revision..."
- Department Involved: Adding tags to filter what department is involved.
- This works best as a Multiselect that way you can tag multiple departments at the same time.
- Examples of Department Involved could be: R&D, Marketing, Sales, Ecommerce, Finance etc.
*Name these as you see fit these are simply suggestions/explanatory names
We recommend using Dropdown and Multi-select attributes types. These will be the best ones for our goals. Dropdowns are good one you only want one option to be available at at time while Multiselect let you add like "tags" to it, for multiple options at a time.
Both will allow you to set up a Smart List fairly quickly.
Let's take an example, Product Owner.
You can set up a Dropdown attribute, to assign a product to one of your team members.
2. Setting up "Internal Info" Attribute Group
This attribute group gathers up all the “control” attributes we just created in step 1. This makes it easier to use later on.
For example, the attributes, when grouped, are easy to find by the team. Especially when setting up the smart lists, if all attributes are grouped together, finding them takes no time.
3. Create workflows and processes with Smart Lists
This is the fun part 😉
Once you have created the Attributes and the Group is time to set up Smart Lists that will update automatically. This smart list will allow each user to create their own working lists and also to move products forward in your workflow.
- Create Department Specific Lists: For example, you want to create a list that shows you the Products that Marketing needs to take care of, that way Marketing can assign ownership to their team members
- Create User Specific Lists: Example: The marketing manager can assign the products to a colleague so they add the pictures to it.
Once you create Department and User Specific list you can load them on the All Products Overview and start working with them. 👇
1) Selecting Load Filters o the top left
2) Then just choosing the list you want to work with
When you load them, by simply editing the products the lists will automatically change. They will decrease or increase depending on the updates.
There are 3 ways you can make those changes.
- Editing Products Manually => Change Owner to "Risa"
- Editing Products in Bulk => Bulk editing 55 products to "Validated"
- Importing a CSV file with the edits => Importing SKU with "ERP Content" field
This way you can have 15 people working together in 3765 different Products in perfect harmony.
4. Supporting this setup with Team Roles
Now that you have the system set up with the Attributes and Smart List that let users collaborate and work on their lists it is time to create the right Team Roles to support that.
Having the right Team Roles will allow each team member take action on the relevant aspect of the team they are working on and will prevent human errors.
Editor: someone with access to all the PIM settings but not to the Admin section.
Collaborator: Someone with only access to the Products Editing, but nothing else.
Sales: Giving them access to the Catalogs section and View Only to the Products.
Ecommerce: Editing Access to both Products and Channels.
These are just some examples of how to set up Team Roles. Each company has a unique set up and structure, but this can give you an overall idea.
Configuring Attributes, Groups, Smart List and Team Roles to work all together in a way your team can easily work and collaborate together will have a great impact on your productivity.
A better coordinated team is a more efficient one.
And of course, we will be more than happy to help you set this up together, don't hesitate to reach out to your Customer Success Manager.