Set up and configuration

Guiding you through setting up your brand template platform

We work closely with you from the outset to ensure you get the maximum benefit and ROI from your brand template platform from strategy through to implementation.

Our five step process has been crafted through years of experience in onboarding and engagement to ensure your set up and configuration as streamlined as possible.

1. Discovery

What are your project goals, strategic objectives, user needs and business requirements from the platform? How is your current brand engagement performing? Are you going through a rebrand? Defining success at the start of the project helps us understand, define and prioritise the requirements.

These themes are explored as a face-to-face workshop or a online session.

2. Assessment

What brand material have you currently got? Who produces it and for what purpose? You should assess all existing artwork to decide what you should turn into templates. We can give you an audit spreadsheet and guidelines on completing this process or help you by running a workshop.

We are dedicated to helping you build a brand platform and templates that people will enjoy using.

3. Definition

After assessment we create a definitive list of templates you want for launch. We will also agree and define any additional set-up services, for example any integrations with your Digital Asset Management (DAM) or print provider, Single Sign On or website integrations.

4. Build

We put together a timeline for setting up your platform and developing your brand templates ready for your launch date. This can include a soft roll out, user testing period or hard deadline; this is all decided in the prior stages and accounted for.

You are kept fully in the loop throughout the development process with regular reports and check-ins through our Project Management system.

5. Training & launch

Your designated Product Owner team will receive in-depth training prior to launch. This can be either face-to-face or online and will cover how to manage your brand platform. We can also help you plan employee on-boarding to help maximise user engagement.

Post-launch your dedicated Account Manager who has worked with you throughout the set up continues to be on hand post-launch to advise and support you on how to get the best from your templates and the platform.

Let's talk about your brand templates

Book a demo

We've made hundreds of templates for all kinds of marketing and communication material. Book your free demo and we'll take you on a quick tour to see if BrandStencil can help.