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.

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 best practices for digital asset management.

Best practices for digital asset management: Getting started

The below-mentioned elements are considered the best practices in choosing a digital asset management DAM solution that can significantly help you 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 a metadata architecture and taxonomy that fits with the asset types, industry, and 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 clear 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.

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 serves 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 for the security of 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.