Case Study

Clarity Through Automation: Data, Creative, Reporting

Data Ingestion

15+ Sources

Consolidation

300 → <15 templates

Time Saved

40 Hrs/Mo

Summary

From Chaos to Clarity

A continuing education provider relies on direct mail to drive enrollment, but manual processes slowed operations and risked errors. Across three solutions, Data Automation, Creative Automation, and Performance Reporting, sg360° transformed their direct mail process to deliver efficiency, accuracy, and speed.

Results: greater efficiency, reliable consistency, higher accuracy, and faster speed. 

Client Challenge: Automating the direct mail process

As a provider of continuing education for the healthcare field, the client’s marketing and production workflows were heavily manual, slowing campaign velocity, inflating costs, and increasing risk in a category where accuracy matters.

Fragmented, Manual Data Operations

Managing 16 data sources manually for two programs took 40+ hours monthly. Handling hundreds of data points by hand caused errors and delayed campaigns.

Creative Production at Unsustainable Scale

The creative team manually produced 300 art files monthly, tailoring program types, course details, product-specific imagery, calls-to-action, dates, times, critical copy, colors, and terms & conditions. This weeks-long process was error-prone and limited strategic focus.

Limited Measurement & Attribution

Manually combining six-plus data files was slow and error-prone, delaying insights and campaign adjustments.

 

Course of Action

Direct Mail Automation - In Three Parts

Our Strategy

sg360° took a three-pronged approach to totally transforming the continuing education provider’s direct mail process. The result was a custom-built system that saves time, reduces errors, and accelerates campaigns, empowering stronger enrollment outcomes.

Data Automation

sg360° deployed two automated tools that:

  • Combine 16 data sources, cleaning data for accuracy.
  • Remove duplicate records.
  • Create mailing lists and targeted location maps in minutes.

Results

  • Efficiency: Saved 40 hours, freeing teams for strategy.
  • Accuracy: Clean data reduced errors.
  • Speed: Lists generated in minutes sped up campaign deployments. Client: “Forty hours is now four minutes.”

Automation Impact: Automated data handling streamlined workflows, enabling fast, reliable campaigns.

Creative Automation

sg360° introduced a dynamic system automating creative production:

  • Template System: A single layout with zones for personalization simplifying design across campaigns.
  • Content Matrix: A central hub that maps recipients to tailored content based on state requirements or course specifics, enabling seamless customization and instant updates.

Results

  • Efficiency: Cut creative work from weeks to hours.
  • Consistency: Unified templates ensured error-free branding.
  • Speed: Shortened timelines by two weeks. Client: “We save 20–30 hours a week and now have time to focus on strategy.”

Automation Impact: Automated templates and matrix streamlined creative production, delivering consistent, rapid campaigns.

Performance Reporting

sg360° built an automated reporting app that:

  • Unifies data instantly for consistent reports.
  • Delivers insights in minutes.

Results

  • Efficiency: Saved hours of manual data work.
  • Accuracy: Unified data ensured reliable insights.
  • Speed: Reports in minutes enabled quick assessments. Client: “A game-changer. We can now act on enrollment data immediately.”

Automation Impact: Automated reporting delivered clear, actionable insights, speeding up decisions.

 

Results

Optimized direct mail process = Total Transformation

sg360°’s innovations saved time, reduced errors, and accelerated campaigns, empowering stronger enrollment outcomes.

Greater Efficiency

Improved Accuracy

Faster Cycle Time

  • Saved hundreds of hours of manual work that can now be focused on strategy-building
  • Reduced errors across all steps of the direct mail process, saving time, saving money, and saving brand

  • “A game-changer. We can now act on enrollment data immediately.”
    ~Client

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