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Keys to a Successful Implementation of OpenAsset

These are our recommendations for ensuring that OpenAsset is successfully implemented and widely adopted across your firm

CJ Teeter avatar
Written by CJ Teeter
Updated over 2 weeks ago

Know your Roles and Resources

  1. From the beginning, it’s important to determine the resources you can dedicate to the implementation of OpenAsset. Our team will only be able to migrate the content, files, and data that you share with us, so staying in close communication with our team will ensure that your onboarding moves urgently. We stand ready to onboard you and your team as quickly as you would like to move!

  2. Clients with a proven track record of success dedicate a small team to work on the initial phases of the OA implementation.

Establish Goals and Milestones

  1. Your Implementation Manager will provide a recommendation of the amount of content to move over during the Implementation process. We do not recommend moving all of your files over during onboarding - it will slow down your process, and we’re eager for you to start using OpenAsset as quickly as possible. You can always continue to upload content after onboarding!

  2. Be realistic with your time and resources. Dedicating even 30 minutes per week to OpenAsset during the onboarding process will ensure your team moves more quickly.

  3. Outlining deadlines is a great way to keep up the momentum of the project, and will ultimately result in a faster implementation.

Dedicate Resources to Uploading Files

  1. You can upload content to OpenAsset manually, or via a Data Migration service.

  2. If you’ll be using our service, we’ll share a dedicated Dropbox folder for you and your team to upload content and organize. We’ll upload the organized project content on your behalf into OpenAsset.

  3. If you decide to manually upload all content, be sure to dedicate time to allow staff to upload files. Again, we do not recommend uploading all content during onboarding - only your highest priority projects.

Keep your Keyword Taxonomy simple

  1. Remember, the goal of Keywords is to help you find a manageable view of files from which to work, not to find one particular file in the system.

  2. Don’t create a huge file keyword structure that isn’t manageable based on your resources. Having underused keywords in your system reduces the overall quality of searches, and with AI Visual Search, niche keywords simply aren’t necessary to locate your files.

  3. For non-project related metadata, be selective when creating your keyword structure.

  4. We recommend between 20-35 total file keywords.

Keep Your Content Current

  1. The initial migration is important, but so is creating a process for new uploads moving forward.

  2. We recommend dedicating an internal owner of the DAM to ensure new content is uploaded and tagged appropriately.

  3. Use features like reports, and saved searches to easily keep track of any content that needs to be tagged with keywords or reviewed and approved.

Don’t Maintain Two Libraries

  1. Archive your old folder structure. This will push people to adopt a new workflow of adding content to OA, which will end up saving loads of space.

  2. It is never easy to convince people to use a new tool, but you need to force the move so that you are not maintaining two libraries.

  3. One method is to start by making the old folder structure “read only” for a period of time before you archive it completely.

Publicize Successes

  1. Implementing a DAM system is no small achievement.  Share this success with colleagues and management so they can recognize your hard work. 

  2. Put OpenAsset on your resume or LinkedIn profile - you can include project management skills, DAM knowledge, etc. Since OpenAsset has a niche in the AEC industry, many firms are familiar with it.

Don’t maintain two libraries

  1. Archive your old folder structure. This will push people to adopt a new workflow of adding content to OA, which will end up saving loads of space.

  2. It is never easy to convince people to use a new tool, but you need to force the move so that you are not maintaining two libraries.

  3. One method is to start by making the old folder structure “read only” for a period of time before you archive it completely.

Rolling out OpenAsset

  1. The more active users you have, the more you will get out of your investment with OpenAsset.

  2. Whether it’s sharing albums of images with colleagues, integrating with your company intranet, or housing images of company events that everyone can access, there are plenty of ways that users outside of just Marketing can take advantage of OpenAsset.

  3. To get the most out of your investment, make sure users know how to use OpenAsset and highlight the prominent features like albums, branded PowerPoints, Drag/drop, etc.

  4. Don’t forget to get users' feedback! If they are struggling with incorporating OpenAsset into their workflow then you need to know about it and address it. Otherwise they’ll just stop using the DAM.

  5. Whether it’s monthly meetings or Quarterly lunch & learns, keeping users engaged by gathering their feedback and addressing questions or concerns helps users to stay involved. Reach out to your dedicated Customer Success Manager for support - we are happy to help!

  6. Create a link to OpenAsset somewhere obvious, like your company intranet.

Publicize Successes

  1. Implementing a DAM system is no small achievement. Share this success with colleagues and management so they can recognize your hard work.

  2. Put OpenAsset on your resume or LinkedIn profile - you can include project management skills, DAM knowledge, etc. Since OpenAsset has a niche in the AEC industry, many firms are familiar with it.

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