Create a Seamless Post Production Workflow Experience
Back in the old days, post production absolutely required a physical space with large, expensive editing, audio, and coloring equipment and several people with tasked with various parts of the process. Presence meant everything because, well, there was no other way.
Luckily technology and globalization has made it possible and, dare I say, more productive and cheaper, to abandon those old ways of working and adopt a far nimbler process.
I have several clients who I have either never met or logistically can’t consistently meet with, being that we are in different cities. With busy schedules and understandable apathy due to growing traffic problems (seriously!) in an increasingly sprawled cityscape, it’s difficult at times to meet with clients that I know inside of the city that I live in.
In other words, sometimes meeting and working on-site isn’t even feasible.
Technology has become absolutely essential to acquiring work and getting it done. Below are some of the absolute best tools I’ve found to create a seamless client-vendor workflow that gets the job done with transparency and on schedule.
We’re all familiar with Vimeo, but some might not be accustomed to using it as a client review service. I happen to use Vimeo over Frame IO because of price point, but they essentially perform the same function.
Each does an excellent job presenting WIPs to clients. I send my clients a review page where he or she has the option of leaving comments at specific timecodes of the video, as well as doodling on the screen to point out something if necessary.
Additionally, you can “version” a video. This means that as the vendor, I can lump different versions of our WIP into the same file on Vimeo, so the client has the option of toggling between them to see the changes back-to-back. It’s incredibly helpful to referring back to moments that perhaps were changed for the current version, but worked better previously.
While I post WIPs on Vimeo, I deliver final versions through Google Drive
. For a lower price, Google gives business accounts more or less unlimited space to work with and no weekly upload limits.
Why not Dropbox? In this case, it’s not only about price point for a subscription. In my experience, Dropbox links are notorious for being restricted to certain users without making that fact clear to whoever is sending it. I have been forced to bother too many clients with extraneous emails asking to send me another form of Dropbox link to allow me to download assets.
With Google Drive, it’s very straightforward and clear about who you are giving access to for a particular link. There is no confusion or red tape, and I find the extremely important when it comes to creating a seamless remote experience for my clients.
I’m not purporting that Google Hangouts is the best or most feature-rich video communication platform for business, but it is the most accessible to the most people. The majority of us - maybe to our detriment - already have some affiliation with Google, which likely means we have an account. So when it comes time to schedule a video chat, there’s no extra registration hassle to go through one minute before our meeting (we’ve all been there).
I have to admit that I spent months obsessing over which project management system was the best for a small business post production workflow at the right price point. I tried so many - Asana, Monday, Basecamp, Smartsheet, Google Calendar, Notion - but none of them captured that sweet spot like Trello.
Trello thrives because of its simplicity. It’s a platform that has figured out how to be feature rich without overcomplicating itself. It’s deep and complex, yet easy on the eyes. While I don’t share my Trello boards with clients, they are important for my own professional workflow and, if the project calls for it, I’ll invite my own vendors to use it and provide updates.
It’s not only excellent as a post production and project workflow platform, but it’s one of the easiest CRM tools I’ve ever come across. By creating a card for each client and using the comments section to provide updates, it’s painless to keep track of my communication with clients. The comment stamps the time and date, so I know exactly when something happened without having to note it manually (given that I updated and the right moment).
I’d love to know which tools you use to keep your clients and vendors happy and working smoothyl