DAM Best Practices

Businesses will prosper in the rapidly changing digital environment for 2023 and beyond if they invest in solid best practices. Digital asset management (DAM) is classifying, archiving, and transferring digital assets, including images, videos, 360-degree rotations, and PDF documents. This process minimizes the possibility of losing information or security breaches while increasing the value of the data. Here, we will review some digital asset management best practices.

Bruce Wright

Bruce Wright

VP of Sales & Channel

Digital assets streamline using a DAM system, making them simple to share, manage, and access. Numerous DAM solutions provide features like file sharing, metadata administration, version control, and user rights that enhance workflow, foster teamwork, and increase productivity.

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Businesses across various industries are using DAM solutions swiftly. The global market for the management of digital assets will likely increase by 14% and reach $9 billion by 2028. The increasing digitalization of information across many industries fuels this growth.

It is a significant undertaking that encompasses all of the teams in your business and might take weeks or months to implement a Digital Asset Management (DAM) system. Implementing DAM software is a valuable investment for several reasons. First, it dramatically improves organization and accessibility of digital assets. By centralizing files in one searchable repository, users can easily find and reuse assets, saving time and reducing redundancy. 

DAM for the team

A DAM software also enhances collaboration, allowing teams to work efficiently on projects with shared access to resources. Additionally, it provides robust security and control over digital assets, ensuring that sensitive information is protected and access is regulated. 

In turn, a DAM software streamlines workflows by integrating with other tools and automating routine tasks, increasing productivity. Lastly, it preserves the quality and integrity of assets over time, ensuring they remain useful and relevant. In essence, this holistic approach to managing digital assets ultimately leads to cost savings, improved operational efficiency, and better alignment with organizational goals.

Moreover, to ensure a successful deployment and a positive ROI, carefully plan your DAM installation, considering user-facing issues like metadata and governance. Then, follow up with maintenance, audits, and usage assessment. These are just a few of the elements of the digital asset management best practices guide.

Best practices for digital asset management: Getting started

The below-mentioned elements are considered the best practices to choose the best DAM software that can significantly assist you when you create DAM workflows and manage your assets:

Involve Your Stakeholders

One of the first best practices in selecting a digital asset management DAM solution is to include representatives from other teams. The marketing, design, IT, and other relevant departments have a range of opinions and ensure the system satisfies the requirements of all users. All stakeholders’ collaboration and buy-in promote seamless adoption and long-term success.

Set Clear Goals

Setting clear objectives and goals can help your DAM software implementation get started as best as possible. Decide what you’d like the structure to do, such as improving material organization, enhancing cooperation, or optimizing processes. For example, if your goal is to create more engagement with your product detail pages, you can focus your efforts on optimizing images for that page specifically. Or, you can create an image feed for your product page specifically so you’re always ensured only quality images are making it to the page. On the other hand, you can focus on other softwares. For instance, you can use best practices for digital asset management in Salesforce.

Create a Metadata Scheme

Create with DAM metadata best practices in mind when creating your architecture and taxonomy that fits with the asset types, industry, and automate DAM workflows you employ. Therefore, users can save time with consistent asset classification, straightforward search options, and speedy asset retrieval by configuring metadata and taxonomy structures.

Provide Training

Invest in user training and ongoing support to make the most of the best standards for digital asset management in Salesforce. For example, hold training courses on system features, industry norms, and workflows tailored to different user roles. Generally, to empower individuals and boost productivity, you should provide resources like instruction manuals or FAQs and convey updates often.

Establish Policies

Create and establish DAM governance principles and procedures as one of your best practices digital asset management. Also, establish who will be responsible for system maintenance and upgrades, user access control. Finally, enforce asset usage policies. You should perform regular inspections and everyday care to ensure data accuracy, compliance with rules, and system performance optimization.

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These are just a few started samples of DAM best practices.

Digital Asset Management best practices to start with

Half the battle is won when you know what resources you have and precisely where they are. The next action is to arrange them so that they can be retrieved and used effectively. Here are some important ways to align your DAM the right way using these best practices:

Create Hierarchy-based Based User Access Controls

Protecting the security and privacy of digital assets requires building a user hierarchy with well-defined access capabilities. This guarantees that authorized users can only view, alter, download, or delete certain items.

Organizations can tailor access rights and permissions to meet the needs of specific users by using role-based user access controls. By giving each person the precise amount of access they require to carry out their jobs well, this customized approach reduces the possibility of misuse and unwanted access to digital assets.

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Initiate an Asset Audit

To comprehend the present condition of asset organization and consumption, an extensive inspection of digital assets is an essential first step of your governance policy. Organizations can better understand what they’ve got and how to use it with its assistance. Among the crucial areas to focus on in an audit are:

  • Locations for asset formats
  • Use of assets
  • Access controls
  • These realizations will guide the subsequent actions in creating a well-functioning DAM system.

Ensure Necessary Compliance

Organizations need to make sure their DAM strategy conforms with the increasingly strict data protection standards, such as the CCPA and GDPR. Typical issues that affect DAM are as follows:

Organizations can use DAM systems, which come with built-in functionality for tracking and controlling asset usage rights, to simplify compliance management. To reduce the possibility of ethical or legal infractions, this helps guarantee that resources are used properly and within permissible limits.

Integrate DAM with Existing Systems

For effective operations, DAM integration with other crucial business tools is required. These tools include content management systems (CMS), product information management (PIM) systems, customer relationship management (CRM) platforms, and more.

By integrating your DAM system with other technologies your team already uses, you can assure consistency in asset usage, remove information silos, and improve the movement of assets and information across platforms.

For example, integrating DAM using CRM systems makes it possible to launch tailored marketing efforts more precisely and relevantly, which raises client engagement. Comparably, dynamic content changes across digital channels are made possible by connecting DAM to CMS platforms, guaranteeing real-time messaging relevancy and brand consistency.

Utilize Efficient Naming Conventions

Maintaining the efficacy of DAM begins with adopting standard names for organizing digital assets that are descriptive and consistent, especially when adding new assets to the system. By ensuring that all parties involved refer to particular assets using the same terminology, this technique promotes clarity.

In addition to preventing duplication and supporting version control, consistent asset naming minimizes clutter and guarantees long-term stability and accessibility.

Ensure a Unified Media Library

Maintaining consistency and making sure that all pertinent stakeholders can easily access digital assets can be difficult when they are dispersed across several platforms and systems.

Organizations may guarantee that all stakeholders, including marketing teams and customer care representatives, have access to the most recent and accurate renditions of any digital asset by centralizing them into a single, extensive library. This unified media library will enhance teamwork and productivity by acting as the main source of information for all digital assets.

Fundamental principles and practices of digital asset management

Thanks to digital asset management, businesses can efficiently identify, keep, access, and move digital assets. With this in mind, it’s essential to have a digital asset management best practices guide. The most essential guidelines and best practices for choosing a digital asset management DAM software are listed below:

Metadata

DAM metadata best practices serve as the base for effective DAM. Important information regarding digital assets includes file names, descriptions, keywords, license details, and creation dates. Metadata promotes the discovery and use of assets via folder hierarchy best practices for digital asset management that allow users to conduct specialized searches.

Asset Storage

Asset storage is the core component of every DAM system. DAM systems offer centralized repositories for digital materials. The repositories could be hosted on the cloud, which provides advantages for accessibility and scalability. Within these repositories, assets use folders or tags to facilitate the categorization and asset location operations.

Access Control

With the help of DAM systems, organizations can define user roles and rights to guarantee only those with the proper access may see or modify certain assets. This capability is necessary to implement security standards for delicate information and the preservation of brand integrity.

Version Control

DAM systems usually incorporate version control mechanisms, helping teams keep track of the revisions and updates performed on assets over time. This feature is essential for collaborative projects because it ensures that only the most recent and approved versions of documents are always accessible.

Retrieval and Search

An intuitive search interface is crucial for efficient asset recovery. DAM systems should include advanced search tools, including filters, keyword search, and complicated query options, making it easy for users to locate specific assets quickly.

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Workflow Automation

DAM solutions typically include workflow automation functionality to speed up the development and delivery of information. These technologies automate procedures, including file format conversions, approval procedures, and content dissemination, lowering the need for manual involvement and increasing operational effectiveness.

Let’s take a look at some other best practices in selecting a digital asset management DAM solution. 

File naming best practices for digital asset management

The following are some file-naming best practices for digital asset management in Salesforce: 

Utilize Folders

Sound file names don’t just happen by accident. It is crucial to divide files into logically named and arranged folders. Folders can also lessen the requirement for some of the file names to contain data, shortening them.

Follow a Simple Approach

Even the most demanding fields may condense into brief but precise file names. Just be cautious to include only a few descriptive words in the file names, as the preview could fail to display the complete title.

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Use Numbers with Zero

Suppliers present multiple fields for clients with large and regular campaigns. These campaigns might be a collection of documents published throughout time or early versions of a particular piece. Items 1 and 11 might slip behind each other if you omit zeros.

Be Consistent

Establishing name standards is the only approach to guarantee a consistent naming practice. When there is a template in place, it is simpler for employees to name files appropriately so that they are accessible to everyone and simple to grasp.

Utilize Organizational Abbreviations

Employees in your company already know how to shorten specific terms. Shortened terms may have evolved spontaneously inside the organization or from industry jargon. You may abbreviate file names while retaining their richness by using abbreviations.

Avoid Special Characters

When naming files, most people utilize spaces and underscores. However, most software programs need help interpreting unusual characters or doing it altogether. Naming may make it challenging to discover files on different systems.

Practices for digital asset management: Summing up

The factor that significantly impacts your return on investment when you purchase a digital asset management system is how frequently your salespeople, marketers, franchisees, sellers, partners, or anyone who accesses or uses the brand assets you store in your DAM uses the software.

If you configure it correctly, you will only get as much use out of your DAM solution. It’s challenging, or your employees and customers want to use it. One of these causes accounts for 70% of DAM installation failures. To ensure that all your users effectively adopt and use your brand’s DAM, you must plan for the adjustment and onboarding process.

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Finding a DAM vendor with amenities or offerings that facilitate that adoption process is beneficial. Although some teams may be able to handle DAM deployment internally, you’re more likely to succeed if you have an industry expert to offer assistance and serve as another pair of eyes to avoid problems.

Bottom Line

For your operations to run smoothly in all departments of your firm, it is crucial to have a DAM system that follows all the best practices mentioned above. You can also contact us at Pimberly if you require top-notch tools and solutions for your business.