What is a Health Check?
A health check with Asset Bank takes eight hours in total but is broken into smaller sessions. The customer success manager sat down with the team to delve into their Asset Bank. They chose what to focus on, such as folder structures, user experience, approval workflows (and more). By the end of it, they had a roadmap for improvement and recommendations of what to do next.
How Benenden Health benefited from the Health Check
The Brand team chose to focus on organisational groups, folder structures, varying levels of access by group/individuals and auto-tagging. They also wanted to tidy up the system and ensure old assets were moved into archive. Although it all seemed a bit daunting at first, after a couple of calls with their Asset Bank consultant, Emily, the team quickly felt more confident.
“We soon realised that the Health Check would be a great benefit for us. Simply because it would mean we’d get the benefit of direct help from an expert to make the site exactly what we wanted it to be – easily navigable and user-friendly.”
Dora, Senior Brand Marketing Consultant.
Organisational groups and folder structures
There are lots of different teams who need access to Benenden Health’s Asset Bank. It's important there are access permissions in place to stop people uploading assets into the wrong folders.
“We wanted people to be grouped in their own teams with one admin user per department. We also only wanted them to be able access their own area, as well as the shared area housing our brand assets.”
The brand team created a list of users with accompanying email addresses, along with the groups they wanted everyone to belong to. Emily then did the rest. She set up bespoke team folders so that when team members log in, they’re automatically given access to their own departments' folders.