Introduction to Bionic
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      3. Introduction to Bionic

      Onboard Bionic Into Your Company

      Get started with Bionic so that you can improve your company's operations and help you deliver more value to your clients

      Bionic can centralize your campaign management data and workflows to provide powerful tools that help you bring true value to your clients. It will centralize and structure your data, introduce automation efficiencies, provide deeper insights, and help you put your best foot forward.

      Introducing new technologies that impact how teams work can seem overwhelming and scary. It doesn't have to be.

      Keep it simple! Crawl, walk, then run.

      You can easily feel like you have to do everything all at once. You don't need to. Start with the basics, and build out from there.

      Here is what you need to know about onboarding:

      1. Evaluation
      2. Learning Checklist
      3. Roll Out

      Evaluation

      Whether you are a team of 3 or 1,000, every company will do some form of evaluation to make sure Bionic will work.

      If you are a small team to begin with, evaluation will be your roll out. Larger teams will do this in phases.

      1. Start with a small group - This team will define how you will use Bionic. They will become your experts and platform advocates once you start rolling out. 

      2. Identify your objectives – These will be the core functional area you need to achieve to identify success.

      3. Identify a test client & media plan – Choose a client & plan that could represent the bigger picture of your environment. This will set the stage to help you define a baseline around needs & workflows. It is recommended to chose a historical plan to avoid deadline challenges while you are learning. It also makes it easier to help you translate old ways to new.

      4. Training - Utilize the training, help content, and support available. It is better to ask than to struggle.

      5. Document - Be sure to document internal processes and workflows so they can be utilized during the rollout to end users.

      6. Understand change management - Implementing new workflows  and operating "outside of what you know" can be challenging. The more knowledgeable you are about Bionic, the easier it will be. And the end result it worth it!

      Learning Checklist

      The areas of Bionic you need to learn, and order in which you learn, could vary based on what you are trying to get out of Bionic.

      Below is a typical phased approach.

      Phase 1

      Advertiser (Client) Build Out

      Advertisers will represent your client, or your company if you are an in-house media team. You can create individual advertisers or develop a hierarchy to enable you to roll up data at different levels. Campaigns will be created under the respective advertiser.

      Check out Advertiser Configuration in Bionic Academy.

      1. Set up your Advertiser

      Media Planning

      You will begin the planning process by creating a campaign, establishing budgets if needed, then building out the placements.

      Check out Media Planning (Part 1) in Bionic Academy. When you are ready, move on to Media Planning (Part 2).

      1. Create a campaign

      2. Set Your Budgets

      3. Build out your plan

      Customize Your Plan

      The data you track in media plans can be customized to meet your needs.

      1. Do you need to add Agency Commission?

      2. Do you need to add Production Costs?

      3. Do you need to add Delivery Costs?

      4. Do you want to track KPIs?

      5. Do you need to track other data?

      RFPs

      Utilize RFPs to reach out to vendors for proposals. This functionality will enable you to negotiate, then add line items with one click. This can be used for any direct buy. It is also a critical component for TV, Radio, and Cable buys, allowing for a streamlined, easy way to communicate and add schedules to your plan.

      1. Automate RFPs


      Presentations & Approvals

      There are a number of ways to present the media plan to your clients or internal teams.

      1. Flowcharts
      2. Media Authorization
      3. PowerPoint Presentation
      4. Allocation Charts
      5. Looker Data Studio Dashboards

      If you need another type of presentation, contact your CSM.

      Phase 2

      Custom Naming Conventions

      Bionic can automate your naming conventions.

      1. Customize Naming Conventions

      Custom Tracking URLs

      Bionic can automatically generate tracking URLs.

      1. Customize Tracking URLs

      Orders

      Create orders using the approved placements you already created. Manage statuses and place your orders, as appropriate, with vendors.

      Check out Order Management in Bionic Academy.

      1. Manage Orders

      Performance Integrations

      Connect performance data with your media plans to help you monitor pacing and performance against your KPIs.

      1. Integrate Performance Data
      2. Import Your Plan to Campaign Manager

      Reconcile Vendor Bills

      As you receive bills from vendors, you can utilize your data to make reconciliation easy.

      1. Reconcile Bills

      Roll Out

      Once you decide to roll out Bionic to the rest of your team(s), everything they need should be in place already. Use the Bionic training and documentation resources available to assist with their learning process. Any internal process documentation you have created along your journey will be useful supplements to guide them along your defined path.