MarketingPilot provides a robust, comprehensive and flexible system for job and production management, collaboration and workflow. With MarketingPilot shared electronic job folders are a reality; now you can have all the information about every job and its workflow in one place. MarketingPilot enhances transparency and accountability, and makes it easy to see what each person is doing and to assign work.

The Emphasis is on Speed and Flexibility
MarketingPilot's project management and workflow features are designed to handle even the most complex and varied workload.

Start Projects Fast

• Create job templates - always execute projects using best practices.
• Use templates with one click.
• Web Portal for job requests.
• Maintain a centralized queue for all project requests.
• Accept, reject, assign and schedule projects.

Turn on a Dime

• Reschedule an entire job with one click; MarketingPilot immediately alerts the entire team.
• Add tasks on the fly.
• Reassign tasks as needed.
• Find job using text search or filter.

Protect

• Designate the team for the job. Only team members can access job information.

Manage Tasks

• Task dashboards roll-up each user's tasks across jobs.
• Set start, due and reminder dates.
• Categorize tasks to assess and compare performance.
• Track how long tasks actually take versus their original estimated time.
• Group tasks by stage within a job.
• Setup tasks to start when a predecessor is completed.
• Sequence tasks in any order within a job.
• Automatically update project status as tasks are completed.
• Insert additional tasks into a job's workflow any time things change.

Track Time

• Link all time slips to the job they are for.
• Track estimated vs. actual time.

Track Financial Data

• Prepare cost and time estimates for the job.
• Track job cost and profitability.
• Automatically track direct labor costs.
• Automatically calculate and clear Work in Process.
• Track all job-related purchase orders, expenses, quotes, estimates, RFQs and invoices.
• Track all vendors for a job.

Collaborate and Share

• Job dashboard links directly to all related information.
• Threaded discussions and notes.
• Online file approval, review and markup.
• Integration with Adobe Acrobat and Microsoft Office.

Track Critical Dates

• Start date.
• Due date.
• Completion date.
• Key milestone dates.
• Track the dates of every task.
• Set automatic reminders.
• Display personal and job-wide calendars.

Manage Files and Other Important Information

• Save detailed job specifications.
• Store all the files related to each job.
• Track all reviews and approvals for each job.
• Make a Creative brief for each job.
• Log all job-related email messages.
• Track all job notes.
• Link the original request to the job.

Measure Performance

• Monitor and improve job cycle time.
• Track workload.
• Measure Staff Realization and Utilization.
• Track job request performance.

Avoid Surprises

• Automatically alert the team if the due date is missed.
• Notify users when the project is completed.
• Send reminders via Email or Text Message.
• Automatically send Email alerts when new jobs are assigned, received, and updated.