Insights

One Calendar View Solves Ad Placement Chaos for a Top Tier Streaming Company 

Author: Jose Alfaro

THE CHALLENGE

A top tier streaming media Company manages a high volume of advertising placement requests each month across multiple lines of business. These requests support internal stakeholders and external partners who depend on accurate scheduling and timely delivery of marketing assets. 

The company previously used a manual calendar process for planning and tracking placement activity which took upwards of 100 hours per month to complete. Each request required teams to navigate to the correct timeframe, enter extensive details, and ensure that key attributes were correct. The process created information overload and required repetitive data entry with little room for efficiency. 

Because the legacy workflow operated in isolation and was not connected to Salesforce, teams struggled with limited visibility, inconsistent data, and an elevated risk of human error. The absence of real-time updates made coordination more difficult, especially as placement volume continued to grow. 

WHY BEYONDSOFT WAS SELECTED

We were already working with the client on other initiatives and understood how their marketing operations teams collaborate. Our Salesforce expertise and familiarity with their environment made us a reliable partner to examine the challenges and introduce a practical path forward. 

THE SOLUTION 

We identified prolonged data entry and fragmented visibility as key issues. Our approach focused on simplifying the workflow, consolidating data, and reducing manual effort through a centralized and real-time experience built directly into Salesforce. 

Phase 1: Discovery and Process Analysis 

• Conducted a hands-on review of existing workflows to understand scope, purpose, and expected outcomes. 
• Mapped redundancies and unnecessary steps that contributed to delays and user frustration. 
• Collected detailed input from stakeholders to guide a solution that matched day-to-day realities. 

Phase 2: Design and Improvements 

• Designed a real-time calendar inside Salesforce that organizes placement information in a single view. 
• Created intuitive navigation and simplified access to the information teams rely on most. 
• Removed repetitive steps by consolidating multiple tasks into one location. 
• Strengthened communication by ensuring that teams always work from the same updated information. 

Phase 3: Implementation and Enablement 

• Implemented a centralized workflow that reduces manual effort and improves accuracy. 
• Delivered a clear visual layout that improves how teams review placement schedules and collaborate. 
• Enhanced reporting and cross-team coordination by giving users real-time insight into active and upcoming placements. 
• Established a clear change history to improve oversight and support stronger governance practices. 

THE RESULTS 

The solution we built replaced a manual workflow with a centralized, real-time calendar that is easier to use and more reliable for high-volume planning cycles. 

A perspective on our impact from our client: 

The Salesforce calendar is a reliable mechanism that consolidates data from separate projects in an easy-to-understand layout. One of the most helpful features is that the calendar is linked to separate Salesforce projects that show merchandising details. This makes it easier to find, and schedule granted campaign inventory and has cut search time in half. 

Launch Manager, Streaming media client

Operational Impact 

• Ad placement submissions now take approximately 5 minutes instead of 10. 
• Monthly planning time has been reduced by an estimated 35 to 45 hours per month 
• Users benefit from fewer clicks, fewer errors, and better access to current calendar placement data. 
• Real-time updates support faster reviews and clearer communication across multiple teams. 
• Improved traceability gives teams greater confidence in the accuracy and integrity of their data. 
• Approved campaign submission is now easier to find, cutting search time in half. 

We give our client and their stakeholders a clear and unified way to manage high-volume planning. By moving this workflow into Salesforce, we helped them reduce manual effort, improve accuracy, and work with real-time information that supports better decisions.

Jose Alfaro, Salesforce Developer, Beyondsoft 

NEXT STEPS 

After the success of the calendar project, our client requested two additional calendars for related processes. Their new requests show they trust us to improve more of their workflows.

If your teams are managing complex planning cycles and want to improve clarity, reduce manual effort, and maintain consistent delivery, we are ready to help you explore what is possible. Get in touch.