Governance and Information Architecture

Problem Statement

The unstructured and cluttered file server led to inefficient workflows, as employees wasted time searching for documents. The lack of a clear file structure and naming conventions made it challenging to find information. With limited storage capacity, large files were not being backed up properly, putting data at risk.

Discovery & Solution

To develop a solution for the disorganized file server, I first spent time thoroughly exploring the existing structure and usage by meeting 1:1 with team members across departments. I gained insight into how people navigated and utilized the server in their workflows.

Next, I brought together a cross-functional working group and used collaborative post-it note sessions to design an intuitive new structure.

By including perspectives from different teams in an interactive ideation process, we created a file hierarchy that would enable easy search and access to documents while also streamlining onboarding.

This collaborative, insight-driven approach allowed us to develop an organized file server structure that met the needs of all employees.

Implementation of New File Structure and Cloud Storage System

After designing the new file structure, I worked closely with the IT Department at our parent office, BBDO New York, to implement the organized hierarchy along with a transition to a new cloud storage system. Over the next few months, I led the process of methodically archiving legacy files, reorganizing content into the new structure, and creating intuitive folder systems.

Standardizing file naming conventions was a critical next step to bring consistency across the agency. Working with the lead Production Artist, we developed a set of naming guidelines that incorporated relevant metadata to enable easy search and identification of files.

To ease the transition for employees, I conducted training sessions to walk through the new system and naming protocols prior to the system switchover.