user guide. background over a year ago a cross functional team from marketing, strategic sourcing,...
TRANSCRIPT
User Guide
Background • Over a year ago a cross functional team from Marketing, Strategic Sourcing,
Regulatory and Corporate Package Design participated in a Continuous Process Improvement Kaizen event to create TANGO for packaging services:
Improve the “PM to Market” process Streamline process Reduce rework of projects Insure complete information is provided
What We Learned• TANGO met and exceeded expectations and was deemed ready for exploration
in other Tyson areas• Current FoodService workflow needed to be updated and streamlined
Why are we here today• Demonstrate new CS-Concept/Campaign and CS-Deliverables
digital work flow systems that will replace current process
Why a new system• To provide accurate and timely project accountability• Create a more streamlined process
Why Change is Good• Leverages innovative thinking• Encourages one to evaluate current process• Identify and eliminate waste in your process• Optimizes current processes• Encourages problem solving
Why we chose this particular software• Fully integrated multifaceted digital workflow that is housed on Tyson Foods
server that allows for integration of 3rd party applications…SAP and GS1 compatibility
• System is utilized by over 400 CPG and pre-press companies Hanes brands, Hasbro Toys, Coca-Cola, Tyson Internal Packaging Services
and Autumn Graphics currently uses system Can be used by other groups in the company that are looking for a project
management workflow tool to support Advertising, Promotion, Asset Management
Why is it called Tango• Did not want to use another acronym• Tango = dance that has many varied steps, figures and poses• Creative development is a process that includes a multitude of stages and steps
What the Team did• Took our existing routing process into two individual digital workflows
• Through the use of routers a single workflow can be used across multiple project types
• Completed the project 16 weeks from first meeting with ESKO on May 20, 2014 using the dedicated Hitachi consulting team.
What will be changing• Project cannot start until project brief or creative brief is loaded into Tango
• Activity does not produce productivity• Project initiation page has been developed mimicking on-line ordering
Attributes fields with Red or Green asterisk are required Initiation page must have complete and accurate information Fields cannot be left blank or project will not move forward
• System has cascading fields that are tied directly to SAP• System provides structure and process around creative development • Workflow should encourage communication
If you do not agree with something call a meeting or pick up the phone Workflow does not allow you to reset your project
• All training will be handled with an on-line system and supporting documents
7
Workflows
8
1. CS-Concept/Campaign2. CS-Deliverables
New Workflows
How do I determine what workflow is needed?• CS-Concept/Campaign
• Designed for big projects that require a theme or a campaign• Examples Include: MORE Campaign, Pizza Expo, Quarterly Launches,
TIP/ANC, etc.
• CS-Deliverables• Designed to handle deliverables associated with routine or individual
projects• This workflow will most likely be the one you select for typical projects
• Examples; Print Ads for MORE Campaign, putting course for Pizza Expo, Insights and Discovery Newsletter associated with quarterly launch, web banners, rebates, signage, etc.
10
CS-Concept/Campaign - All Stages
11
Initiate Concept: Stage 1
12
Draft/Approve Creative Brief: Stage 2
13
Develop Concepts/Ideas: Stage 3
14
Approve/Revise Concepts: Stage 4
15
Creative Services Deliverables – All Stages
16
CS-Deliverables – All Stages
17
Gather Information: Stage 1
18
Draft Content: Stage 2
19
Round 1: Stage 3
20
Round 2: Stage 4
21
Round 3: Stage 5
22
Finalize Content: Stage 6
User Training10.26.14
System Overview
• TANGO is a task based system
• TANGO is a project management system used to manage the packaging and now creative services workflows
Project Initiator initiates concept/campaign or deliverable project Copywriter, Creative Director, Brand Manager, Client, Legal review and
approve artwork Final Art Files are then routed for approval, then either sent out to the
printer for completion or sent to client for digital distribution
• TANGO will log you out after 12 minutes of inactivity, so be sure when you start a job to have everything ready
Access To The System• Your Manager has to approve access to TANGO through ARS
• If you have not already requested a Project Manager role for Tango through ARS this will need to be completed.• Log into ARS and select “Request Tyson Account”, select your user, click “Applications” tab.
Select “Enterprise Applications” from category drop down, Chose “TANGO (Digital Workflow System)” from applications drop down, chose role then and click “Add to Request”
• This request needs to be completed by October 17 to become a Tango user for go live October 27.
• As new Team members come on board, they will not be given access until they have an ARS acount
• This Power Point will serve as your training There are links and screen captures walking you through step-by-step how
to use the system Live training will be provided monthly at a predetermined time if additional
training or review is needed
Creative Services Workflow Review
• Creative Services Concept/Campaign Workflow
• Creative Services Deliverable Workflow
Logging In
• Site Address: Tango.eTyson.com• Since Tango is in ARS you will utilize your Tyson Foods log in
You will not have access until your approved in ARS by your manager When Tyson Foods log-in password changes, Tango will utilize the same
password
My Work Page
• You will come here first when you receive an email that you have something to do.
• You need to complete any items listed in your “My Approvals” or your “My Tasks” section
• My Approvals Section You will click on the magnifying glass to review art Art will open in WebCenter Viewer
• Approvals to Follow Up This section lists your projects that are in an Approval Cycle When you Approve or Reject a task, you cannot go back as it has advanced to the
next reviewer.
• My Tasks Section You will click on the Task Name to complete task and move project forward
• Project Status This lists all of your Active projects and provides a quick view of their Status
My Work Page
Initiate Project
• The following will detail how Clients Initiate a Project
• There are 2 types of Projects CS-Concept/Campaign CS-Deliverable
• To Initiate a Project: Click Initiate Project and choose appropriate Project Template
• Watch Project Video• Tango-Client-InitiateCreativeServiceConcept/CampaignProject
Initiate Concept/Campaign or Deliverable Project• Important Considerations During Initiation
• It’s important for the correct information to be entered at Project Initiation
• If something changes it may require a new project to be entered
• Cost Center is a new field that is required
• Selling Group/Business Unit is a new field that denotes Business Units
• Deliverable Jobs will be worked under a separate project workflow
• Once each Concept/Campaign is approved, each individual project captured in the Concept/Campaign workflow will need to be initiated in the Deliverables workflow
• Cost Center Automatically populates Cost Center Description, Business Unit and Product Group
Cost Centers were populated by Sales Accounting within the last 30 days When cost centers change we will need to be notified and receive the new
list so we can upload them into the system
• Brand Code will need to be selected and you can have multiples
Uploading Documents
• When uploading documents a ‘Description’ is required Add a description that indicates the Document Type being loaded Be consistent and use one from this list:
• Creative Brief• Project Brief • Concept Proof• Project Proof• Production Proof• Copy Document
• Printer Specs
• Interactive Specs• Media Guides• Logo • Photography• Supporting Documents
Uploading Documents
• There are document type requirements for the types of information you may provide to the Art Director, Creative Director, and Copywriter to work from
• Be sure to provide the correct document type
• Creative Brief - .doc or .pdf• Project Brief - .doc or .pdf• Concept Proof - .pdf• Project Proof - .pdf• Production Proof - .pdf• Copy Document - .doc
• Printer Specs - .doc or .pdf
• Interactive Specs - .doc or .pdf• Media Guides - .doc or .pdf• Logo - .eps or .pdf or .jpg• Photography - .eps or .tif
or .psd or .jpg• Supporting Documents - All
• Watch Project Video• Tango-FS-UserGuide-DownloadDocuments• Tango-FS-UserGuide-Version a Document
Project Overview Page
• You can access additional project information by clicking the “Project Name” from any screen
• The following information is available from the Project Overview Page Documents Notes Attributes
Project Overview Page – Documents Tab
• Documents are organized into Folders
• Your permissions determine which Documents you can see Permissions have been determined by your role/position
• To view Documents you click on appropriate folder
• You will be able to Download or View depending on permissions
• Watch Project Video• Tango-FS-UserGuide-ViewDocumentInformation
Project Overview Page – Documents Tab
• Documents are organized into Folders• Your permissions determine which Documents you can see• To view Documents you click on appropriate folder• You will be able to Download or View depending on permissions
Project Overview Page – Notes Tab
• Notes is a central place to log information about the project
Project Overview Page – Attributes Tab
• Details about projects
• Details cannot be changed once entered without contacting a System Administrator
System Administrator’s are:o Jason Skinner o Kathy Burnso Wilson Winn
• Some fields can be updated but others may affect the way a project routes and
may require a new project
Project Overview Page – Attributes Tab
My Approvals
• Access My Approvals from My Work Page
• Approvals that are with you will be listed in the My Approvals Section
• Watch Project Video• Tango-FSConcept-Approvals• Tango-FS-Deliverable-AllUserApproval
My Tasks
• Access My Tasks from My Work Page
• Tasks that are with you will be listed in the My Tasks Section
• Important Considerations During Tasks
• You cannot GO BACK or BACK A PROJECT UP Be sure of your annotation or approval before COMMITING
• If you need additional information about the project before COMPLETING your Task, click on Project Details
Searching For Projects
• Click “Projects” and choose the type of search• Active Projects• Canceled Projects• On Hold Projects • Completed Projects
Searching For Projects
• Click on “Select Criterion” to access more Search Fields
• Search Results will quickly show you the status of your project• If you cannot find your project and need a more refined search, type FD* or FC*
Additional Training Videos Available for Viewing
Concept• Tango-FSConcept-HighLevelApproval
Client• Tango - FC1 - Client - Host Kickoff Meeting• Tango - FC1 - Client - Revise Project Brief 1 (HLA) • Tango - FC1 - Client - Revise Project Brief 2 (KO)• Tango - FD1 - Client - Provide Project Information
User• Tango-FS-UserGuide-Find Projects• Tango-FS-UserGuide-Upload a Document• Tango-FS-UserGuide-Download Documents• Tango-FS-UserGuide-Version a Document• Tango-FS-UserGuide-View Project Info
Next Steps• Give the system an opportunity to prove itself
The work flows have been developed to support our business process• Call Creative Services with any questions….this is a learning process for all of us
Let us know of any recommendations or concerns
• Help Desk does not support this system therefore: They cannot answer your questions Call Jason, Kathy or Wilson if you encounter problems Creative Services will determine if it is an issue with our servers or an ESKO
WebCenter issue
Critical Dates• Corporate Training
October 10th… 2:00 - 3:30 October 13th… 9:00- 10:30 October 23th… 9:00- 10:30
October 24-26th
o Tango will be offline as we migrate additional workflows into the system October 27th
o Official go live date for Tango November 3rd
o Report any issues with Tango November 10th
o Begin to reenter jobs into Tango that will not get completed in Basecamp November 27th
o Basecamp is no longer functionalo All jobs still in Basecamp must be entered into Tango as new jobs