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We’ve all felt it. The kickoff goes well, the intro emails go out, the playbook is in motion… and then things quietly stall. You follow up, get no response, and eventually realize the customer’s still stuck in a step you… Read More

DMAIC (Define, Measure, Analyze, Improve, Control) is a five-step problem-solving methodology used to identify bottlenecks and improve processes. This methodology is part of the Six-Sigma philosophy, which started back in the 1980s in the manufacturing industry. The methodology remains relevant to date and is applied across various verticals, including project management and marketing. In today’s article, we’ll show you how to use DMAIC for social media marketing and the benefits you can expect. Let’s jump right in.

DMAIC for Social Media Marketing

DMAIC stands for Define, Measure, Analyze, Improve, and Control. 

These five steps can improve virtually any process when executed correctly. Let’s break them down.

Define

The first step of the DMAIC process involves defining the problem. This step sets the foundation for the reset of the process, allowing you to identify the pain point that needs to be addressed and the metrics to track progress.

A thorough Define stage also gives you context about the problem. This is important as it can help you identify exactly where the bottlenecks are and what could be done to resolve them.

A nice example of a defined problem could be; 

“The Instagram campaigns for our local coffee shop are racking up plenty of likes and comments, but we’re not seeing a lot of foot traffic.” 

With this problem in mind, you’ll need to map out exactly why that’s happening and what the ideal outcome or solution would look like. This will require two main things:

• Listen to your customers – First, you must listen to the voices of the customers to determine what exactly they have to say and what words they’re using. This would involve digging through the comments, replies, and DMs. You can even go a step further by collecting data about your problem through surveys and polls. 

The customer’s voice gives you more context around the issue. For example, could it be that the comments are filled with potential customers asking for directions or the menu of your coffee shop? If that’s the case, then you already have an idea of what a possible fix would look like. That brings us to the next step.

• Set goals – Once you have defined the problem and collected enough data to understand the context, create goals for the improvement process. The project goals must be SMART: Specific, Measurable, Achievable, Relevant, and Time-based. A good example would be “increase weekly ‘tap-for-directions’ actions by 25% within the next 5 weeks.”

By the end of the Define stage, you should have a clear understanding of your problem, the context around it based on real customer insights, and a clear goal of the desired outcome. 

Let’s go to the next phase.

Measure

Under the Measure phase, your objective shifts to data collection that can help you measure your current performance/process. The goal here is to get a baseline that you can use in the future to determine whether any changes you made translated into meaningful positive results (or negative results).

The first step here is to identify the right metrics. Let’s use the coffee shop example again here. Likes and comments are nice, but more importantly, you want to know how many people are tapping for directions, clicking the link in bio, and replying to your posts asking for directions. These metrics help you track tangible business outcomes. 

Next, validate your measuring system to ensure that your data stays accurate. You can do that in various ways, like comparing Instagram insights with data from your Google Analytics. For example, how many people tapped for directions according to Instagram vs. how many people Google Analytics UTM data shows? 

Make sure your measurements are accurate and the tools are reliable before moving to the next step.

Analyze

During the Analyze phase, you’ll review your data to determine why likes, comments, and other engagements do not translate into foot traffic to your establishment. You can use different testing techniques here, including hypothesis testing and regression analysis. 

You could start by comparing content themes with foot traffic in the case of a coffee shop. So, for example, you can look at the days or weeks when you had brunch-related posts vs regular latte posts and see how much geofenced foot traffic you got from each. 

In another scenario, imagine you’ve identified “growing negative sentiment” as a problem. This is where you notice many negative comments about your brand or a specific product on social media. 

Like in the previous example, you can start by analyzing the content theme to see if there’s a correlation between the type of content you’re posting and the negative sentiment. For example, if you notice that posts with a particular influencer attract more negative comments than before-and-after posts, then you may want to dig deeper into that influencer campaign strategy because it might be the problem.

Besides content themes, you can also analyze and test things like time and audience segmentation. For example, does posting at particular times result in higher taps for directions? Or are the negative sentiments mostly coming from a specific audience demographic? 

Creately’s market segmentation templates can be extremely valuable here. 

You can also get a lot of value from using AI in this phase. Data analysis is one of the most powerful use cases of AI in marketing. You can use artificial intelligence to analyze your data and identify potential recurring themes, for example. You could also use it to brainstorm ideas for what elements you may want to test and analyze.

Improve

The analysis phase should give you a clear idea of what needs to be done to improve your social branding efforts. 

For example, it may have shown that the type of influencer content you share (or even the specific influencer you’ve partnered with) is the reason behind the poor sentiment. Or perhaps your establishment was not getting enough foot traffic because you were posting at the wrong time, or did not have a clear address and working hours published online. 

So, at this stage, you stop with the analysis and start fixing the problem. If you noticed that brunch-related content pieces drive more foot traffic, double down on that type of content. If high-end influencer campaigns produce more negative sentiment, stop the campaigns.

The fixes you come up with at this stage of the DMAIC process should target the specific friction points identified in the Analyze phase. 

Control

In the final phase, you will make sure that the improvements become part of your standard operating procedures. This is done to ensure that the improvements stick and that none of the key process participants fall back to initial practices that led you to the problem you had in the first place. 

So, make sure that everyone involved knows what key performance indicators they need to track and what tools they should use. You’ll also want to document your new strategy and make it available to all your stakeholders. 

Remember that Control is a continuous process. Track the relevant KPIs continuously and do a comprehensive analysis every quarter or biannually to determine if the strategy is still working. If it’s not, or in case you run into another issue, start the process again by defining the new problem.

How Six Sigma Helps Social Media Marketing

Six Sigma can be beneficial for social media marketing in various ways. These include

• Identifying root causes of marketing problems – Six Sigma eliminates guesswork from your processes by encouraging you to listen to your customers through the DMAIC methodology. It also encourages extensive testing and analysis to identify the specific process issues causing problems and the potential solutions that can move the needle.
• Providing a structured approach to problem solving – Six Sigma provides a systematic problem-solving methodology through DMAIC. This tool has proven to be efficient at identifying bottlenecks and improving processes across various industries. It also encourages users to create a process map and identify and track KPIs that are important to a business’s bottom line. 
• Delivering measurable results – Finally, by encouraging users to set goals and track key performance indicators, Lean Six Sigma’s DMAIC delivers measurable results to help you see whether your efforts have resolved the problem and by how much. This is great, especially if you need to demonstrate the ROI of your DMAIC initiative. 

Research also shows that for every $1 invested in Six Sigma organizations can get a direct saving of $2. 

But while DMAIC can be very effective at resolving your social media marketing challenges, you must also be careful about how you implement it. A common trap you’ll want to avoid is creating a complex problem definition. This can cause problems by leaving your team confused about what exactly they should be trying to resolve, i.e., the objective.

Also, make sure to collect quality data. Remember, all your decisions will be based on that data.  

The best part is that you don’t have to execute DMAIC from scratch. Creately provides DMAIC templates and process mapping tools to help you implement this methodology. 

Creately’s tools will help you define your social branding goals, track the right metrics, and iterate your strategy as needed until you achieve your objectives. 

In closing

DMAIC is an incredible Six Sigma tool that can help you identify a problem’s root cause, develop an effective solution, implement it, and track performance over time. Though the tool was initially used in manufacturing, the practices can be deployed anywhere. 

This article has shown you how to use DMAIC for social media marketing. Start by clearly defining the problem. Remember to listen to the voices of your customers at this stage. 

Then, measure your existing processes, analyze your data, improve the process based on the insights from the analysis phase, and finally, control the process by ensuring all stakeholders stick to the new strategies.

Author Bio

David Pagotto is the Founder and Managing Director of SIXGUN, a digital marketing agency based in Melbourne. He has been involved in digital marketing for over 10 years, helping organizations get more customers, more reach, and more impact.

According to Forrester, companies that map processes before automating see 42% faster implementation and 31% higher ROI. Precision and clarity are important, and the humble flowchart often serves as the unsung hero.
Whether you’re third-party robotic process automation tools, or a custom software solution, RPA process mapping can be the bridge between vision and execution.

Businesses use process maps in RPA projects because:

• They help bridging the gap between business and technical teams by clearly communicating the requirements
• They help to reduce the number of revisions and deliver the project faster
• They act as a documentation for non-technical users at the end of the project

Let’s explore the principles of effective RPA process mapping, a real-life example and best practices for integrating them into your development lifecycle.

Flowcharts in RPA Process Mapping

Flowcharts are visual representations of a process, depicting the flow of actions, decisions, inputs, and outputs. They transform abstract workflows into visual blueprints. Without them, automation projects is exposed to the following risks:

• “Black box” logic, where only developers understand the system.
• Misaligned stakeholders expecting different outcomes.
• Costly rework when edge cases surface late.

Here’s why they are especially useful in automation projects:

1. Clarify Complex Processes

Automation often involves intricate workflows, conditional logic, and multiple stakeholders. Flowcharts help business users explain the developers how processes should work before any code is written.

2. Support Accurate Development

Flowcharts reduce ambiguity, which helps developers and automation tools translate business logic into precise steps. This minimises the number of errors and revisions during implementation.

3. Facilitate Testing and Troubleshooting

Having a visual reference makes it easier to identify where issues occur in the automation and validate that the logic flows as intended.

When to Use Flowcharts in Automation Projects

During Requirements Gathering

Mapping out the current (as-is) and desired (to-be) processes ensures stakeholders are aligned on scope and outcomes.

During Process Design

Designing the logic flow, including exceptions, approvals, loops, and branching, before development begins.

During Development

Developers use flowcharts to guide the structure of automated workflows or bots, especially when using tools like Power Automate, UiPath, or Zapier.

During Documentation and Training

Flowcharts serve as documentation that explains how the automation works, crucial for onboarding new team members or undergoing audits.

Key Components of a Good Automation Flowchart

Symbol	Meaning
Rounded rectangle / Oval	Marks the beginning or conclusion of a process
Rectangle	An action or step in the process
Diamond	A branching point based on a condition
Square	A data input or system output
Arrows	Indicate the direction of the flow

Creately has a flowchart library which include all of the flowchart symbols mentioned above and more.

Case Study: Pre-assessment Automation

In a recent digital transformation initiative, the Singapore Changi Airport replaced its manual pre-assessment for new IT and Digital projects with a fully automated solution.

Their pre-assessment process relied heavily on manual inputs, primarily through Microsoft Forms. However, once the data was captured, it needed to be reviewed and approved by 6 different teams (data engineering, cyber security, etc) for the project to go ahead. This meant little visibility of the project review status and frequent delays in gathering approvals and launching projects.

The organisation transitioned to a more robust and scalable solution using Microsoft Power Apps and Power Automate, to address these gaps. The goal is to enhance efficiency, minimise delays, and ensure accurate decision-making during the early phases of IT and digital project evaluations.

We started the project by using Creately’s flowchart software to visualise the process and clearly explain it to the developers.

The flowchart helped in the following areas:

• Specify the order of steps in the review process.
• Defined automation triggers like “form submitted” or “SME notified”.
• Clearly communicate which review functionality is needed for every team and how different teams depend on each other in this process.

When the project development started, the Power Apps developers referred to the process map to create a landing screen for all the teams. This screen enabled project team to submit new pre-assessments and view the status of ongoing assessments.

The project teams then populated all the required details needed for the pre-assessment by all the other teams in the next Power Apps screen. This helped Changi group to ensure that all the necessary details for the review are gathered and avoid delays due to missing information.

Finally, the project teams were able to see all the outstanding requests and their status. This increased the visibility throughout the process and ensured that all the stakeholders knew who is responsible for next steps of the review process.

Step-by-Step: Building Impactful RPA Process Maps

Step 1: Define the Process Scope

Start by answering three simple questions:

• What is the goal of this process?
• Where does it start, and where does it end?
• Who are the stakeholders involved?

Step 2: Identify the Key Steps

List each step in the process chronologically, from input to outcome. Don’t worry about formatting yet, this is just about capturing what happens.

For example:

• Employee submits a request
• The manager reviews and approves
• IT sets up access
• HR sends a welcome email

Ask questions like:

• What decisions are made?
• What tools or systems are used?
• Are there any exceptions or loops?

Step 3: Choose Your Flowchart Tool

You can use anything from pen and paper to sophisticated digital tools. A popular option is Creately, which offers good functionality to create an industry-standard flowchart.

Step 4: Map the Logic Flow

Now it’s time to sketch the actual flow:

• Begin with the Start symbol.
• Add each process step in a box.
• For any decision (Yes/No, If/Else), use diamonds.
• Use arrows to indicate direction and sequence.

Keep the following in mind:

• One entry and one exit point per shape.
• Avoid overlapping lines.
• Use clear, concise labels.

Step 5: Review with Stakeholders

Before proceeding to development or automation, walk through the flowchart with all stakeholders:

• Does it reflect the real-world process?
• Are any steps missing?
• What exceptions haven’t been accounted for?
• Are all roles and handoffs correct?

This step ensures alignment across business, technical, and compliance teams.

Step 6: Optimise Before Automating

Once the process is visualised:

• Identify redundant steps or bottlenecks.
• Consider automation candidates, steps that are manual, repetitive, or error-prone.
• Ensure any decision points have clear rules or logic.

This is your chance to refine the process, not just digitise it.

Step 7: Integrate into Your Automation Platform

Many automation tools allow you to build logic visually, much like your flowchart:

• Power Automate uses trigger-based flows and connectors.

Use your flowchart as the source of truth when configuring workflows.

Step 8: Document and Maintain

Once automation is live:

• Include your final flowchart in project documentation.
• Use version control if processes change.
• Train new users or developers using the visual reference.

Best Practices for Using Flowcharts in Automation

1. Keep It Simple, but Detailed

Avoid clutter, but don’t skip over critical decision points or subprocesses. Aim for clarity.

2. Use Standard Symbols

Maintain consistency across your diagrams. Standardisation helps teams quickly interpret flowcharts.

3. Modularise Complex Flows

Break down large processes into smaller, modular flowcharts to make them easier to manage and maintain.

4. Involve Stakeholders Early

Validate flowcharts with end-users and analysts before development begins. This prevents scope creep and misalignment.

5. Integrate with Tools

Many automation platforms (e.g., Microsoft Power Platform) offer visual editors that function like flowcharts. Start with conceptual diagrams and map them directly into your tool.

Conclusion: You’re More Likely to Succeed with RPA Process Mapping

Flowcharts aren’t just for brainstorming; they are strategic tools that transform ideas into executable automation. In every phase of an automation project, from discovery to delivery, they provide clarity, improve collaboration, and reduce risk.

Don’t skip the flowchart if you’re starting your next automation initiative. It might just be the smartest first step you take, especially with a powerful flowcharting software like Creately to help you.

Eugene Lebedev is the managing director of Vidi Corp, a UK-based RPA and data analytics consultancy. Vidi Corp has delivered 1000+ projects for 600+ international clients including Google, Teleperformance and DS Smith.

Did you check our last week’s template round up post yet? Here are five new templates to help you with team building, UX design, and risk analysis. Use these templates, to streamline communication, foster creativity, and make better decisions within your projects.

This week, we are focusing on HR professionals and team members who wants to run effective meetings. These templates will facilitate the seamless execution of meetings, promoting efficient communication and collaboration among HR professionals and team members.

Discover a wide range of industry-specific templates and examples in our diagram community to help you manage your daily tasks efficiently.

This week’s templates include:

• Peer-to-Peer 1:1 Worksheet
• 1-on-1 Meeting Template
• Effective workshop template
• Career progression chart example
• Career Growth Plan

Peer-to-Peer 1:1 Worksheet

The Peer-to-Peer 1:1 Worksheet is designed for professionals seeking enhanced communication, strengthened relationships, and valuable feedback exchange across different departments. This template provides a structured platform to foster meaningful conversations and facilitate collaboration, making it ideal for building rapport and driving collective growth.

How to use the peer to peer 1:1 worksheet:

1. Schedule the Meeting: Choose a convenient time to meet with your colleague from another department.
2. Access the Template: Open the Creately app and locate the “Peer-to-Peer 1:1 Worksheet” template.
3. Set the Agenda: Collaboratively outline the topics to be discussed. Note down the objectives in the dedicated section of the template.
4. Structured Conversation: Utilize the template’s sections to explore each agenda item. Write notes, sketch diagrams, and share thoughts collaboratively.
5. Action Points and Feedback: Summarize key takeaways from the conversation. Define actionable steps and assign responsibilities. Share constructive feedback to nurture growth.

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1-on-1 Meeting Template

The 1-on-1 Meeting Template helps managers to establish meaningful connections with their direct reports. This template assists in conducting stuctured discussions, allowing managers to exchange feedback, cultivate trust, and collaboratively plan for individual and team development.

How to use the 1-on-1 meeting template:

1. Schedule the Meeting: Set up a regular slot for the 1-on-1 meeting with your team member.
2. Access the Template: Open the 1 on 1 meeting template on Creately which is tailored for 1-on-1 discussions.
3. Agenda Setting: Collaboratively define the meeting’s agenda. Allow your direct report to contribute topics they want to discuss, ensuring a well-rounded conversation.
4. Discussion and Feedback: Use the template’s sections to navigate through agenda items. Listen actively, provide feedback, and address any concerns or questions.
5. Action Planning: Summarize key takeaways from the meeting. Together, identify actionable steps, set goals, and outline a plan for growth and development.

Utilize the 1-on-1 Meeting Template to have impactful interactions with your team members. This simple yet effective template facilitates feedback sharing, trust building, and growth discussions, ultimately contributing to enhanced team dynamics and individual progress.

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Effective Workshop Template

The Effective Workshop Template helps streamline the process of addressing business challenges efficiently. Workshops provide a dynamic approach to problem-solving by bringing together key stakeholders to collectively tackle issues in a live and interactive environment. This template simplifies the workshop process, ensuring that valuable input and feedback are harnessed effectively.

How to use the effective workshop template:

1. Define Workshop Objective: Clearly outline the purpose and goal of the workshop. Identify the specific problem or issue you aim to address.
2. Compile Stakeholders: Determine the key individuals who should participate based on their expertise and relevance to the problem at hand.
3. Access the Template: Open the workshop template in Creately, designed to guide the collaborative session.
4. Engage in Discussion: Utilize the template’s sections to facilitate focused discussions, idea generation, and sharing of insights among participants.
5. Solution Mapping: Summarize the outcomes of the workshop. Distill the collective input into actionable steps, potential solutions, and areas for further exploration.

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Career Progression Chart Template

The Career Progression Chart provides a visual representation of advancement within your company. This chart serves to clarify expectations, streamline promotion planning, and effectively communicate compensation ranges to potential candidates.

How to use the career progression chart:

1. Access the Chart: Open the provided career progression chart template, tailored to your company’s roles and levels.
2. Customize for Your Company: Adapt the chart to your organization’s roles, responsibilities, and skill progressions.
3. Define Responsibilities: Clearly outline the responsibilities, skills, and competencies expected at each career level.
4. Plan for Advancement: Discuss the chart with your team to set clear goals and create actionable plans for skill development.
5. Recruitment Advantage: During candidate interviews, share the chart’s pay ranges and career paths to attract candidates aligned with your company’s growth vision.

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Career Growth Plan

The Career Growth Plan Template is designed to understand, nurture, and guide your employees’ professional journeys. This template helps discover an employee’s values, preferences, competencies, and limitations. Use this template to set targeted goals and action plans, ensuring employees achieve their desired career growth.

How to Use the Risk Assessment Template:

1. Access the Template: Open the provided career growth plan template, designed to guide you through the process.
2. Personalize the Plan: Customize the template by adding an employee’s details, such as their name and role.
3. Identify Strengths and Values: Collaborate with the employee to discuss their values, preferences, and strengths.
4. Set Development Goals: Work together to establish specific career goals. Outline the competencies and skills required to achieve these goals.
5. Create Actionable Steps: Break down each goal into actionable steps and timeframes. This ensures a structured path to success.

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Did you check our last week’s template round up post yet? We shared five new templates useful for project planning that can help streamline planning, mapping, managing, and executing various tasks.

This week, we have five new templates that are helpful for team building, UX design, and risk analysis. These templates will help streamline communication, foster creativity, and improve decision-making within your projects.

Explore our diagram community to discover a wide range of industry-specific templates and examples that can help you efficiently manage your daily tasks.

This week’s templates include:

• Icebreaker template
• Connect 4 template
• Look, mock, analyze template
• Card sorting template
• Risk assessment template

Icebreaker Template

The icebreaker template is designed to foster team cohesion and energize group interactions. This online visual whiteboard template is a fantastic asset for team-building activities, workshops, and meetings. It encourages participants to engage, share, and connect with each other in a lighthearted and enjoyable manner. By breaking down initial barriers and building a positive atmosphere, the Ice Breaker template paves the way for more productive collaborations and open communication within the team.

How to use the icebreaker template:

1. Setup: Open the Creately app and create a new board. Access the Ice Breaker template from the template library or create a new board and add the template elements.
2. Introduction: Gather your team members in a meeting or workshop. Introduce the Ice Breaker activity and explain its purpose: to create a relaxed environment for everyone to get to know each other better.
3. Choose an icebreaker: Select an icebreaker activity from the template, such as “Two Truths and a Lie” or “Emoji Introductions.” Each activity is designed to encourage participants to share personal anecdotes, interests, or experiences.
4. Engagement: Follow the steps of the chosen activity as outlined in the template. For example, if you’re doing “Two Truths and a Lie,” ask each team member to share two true statements and one false statement about themselves. The others will try to guess which statement is the lie.
5. Discussion and connection: As each team member participates, encourage lighthearted discussions and interactions among the group. After everyone has shared, take a moment for reflections and celebrate the newfound insights into each other’s lives.

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Connect 4 Template

The connect 4 dots ice breaker template is an interactive and engaging tool designed to strengthen team bonds and encourage meaningful conversations. This online visual whiteboard template offers a unique twist on the classic Connect 4 game, infusing an element of fun and friendly competition into team-building activities. The template promotes teamwork, problem-solving, and collaboration in a relaxed and enjoyable setting.

How to Use the Connect 4 Dots Ice Breaker Template:

1. Open the template: Use the Creately app and find the Connect 4 Dots Ice Breaker template.
2. Pair up: Put team members into pairs.
3. Play the game: Take turns placing your colored dots on the board. Before placing a dot, answer a question related to the prompt.
4. Connect dots: Try to get four dots in a row: up/down, side-to-side, or diagonally.
5. Chat and play: Talk to your partner while playing. Share stories and ideas related to the prompts.

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Look, Mock, Analyze Template

The look, mock, analyze template is a handy tool for UX designers aiming to improve their designs through teamwork. This online visual whiteboard template simplifies the process of reviewing user interfaces, finding areas for improvement, and encouraging productive discussions. By guiding designers and stakeholders through a structured evaluation, this template contributes to creating user-friendly and effective digital experiences.

How to use the look, mock, analyze template:

1. Prepare your workspace: Open the Creately app or use a physical whiteboard. Create three sections labeled “Look,” “Mock,” and “Discuss.”
2. Introduction: Gather your design team and stakeholders for a collaborative session. Explain that you’ll be using the Look, Mock, Analyze method to improve the user interface.
3. Look: In the “Look” section, show the design you want to evaluate. It could be a wireframe, prototype, or screenshot. Give everyone a moment to study it individually and note their initial thoughts.
4. Mock: In the “Mock” section, ask participants to suggest changes directly on the design. They can draw new elements, mark areas needing improvement, or propose layout adjustments.
5. Discuss and analyze: In the “Analyze” section, gather as a group to talk about each person’s insights and suggested changes. Discuss the usability and visual aspects of the design. Decide on the most important improvements and make a plan for implementing them.

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Card Sorting Template

The card sorting template can be used by UX designers aiming to create user-friendly digital experiences. This online visual whiteboard template simplifies the process of understanding how users group and categorize information. By involving users in the organization of content, the template helps designers create intuitive navigation systems and information architectures that match users’ mental models.

How to use the card sorting template:

1. Set up your workspace: Open Creately app. Create a new board or use an existing one to set up the Card Sorting template.
2. Prepare content cards: Create digital cards representing pieces of content, features, or categories. Each card should have a clear label and description.
3. Introduction: Gather a group of participants who represent your target users. Introduce the Card Sorting activity and explain that you’re seeking their input to improve the content organization.
4. Sort the cards: Distribute the content cards among the participants. Ask them to group and arrange the cards in a way that makes the most sense to them. They can use categories or labels they create themselves.
5. Discussion and analysis: Once participants have sorted the cards, gather as a group to discuss their decisions. Ask about their thought process, why they grouped items a certain way, and if anything was challenging. Use their insights to refine your content structure and navigation design.

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Risk Assessment Template

The risk assessment template helps with risk analysis and management. This template simplifies the process of identifying, evaluating, and prioritizing potential risks in projects, processes, or initiatives. By systematically assessing risks, this template helps teams with making informed decisions to mitigate negative impacts and improve overall project success.

How to use the risk assessment template:

1. Open your workspace: Access Creately app. Create a new board or use an existing one to set up the Risk Assessment template.
2. List potential risks: Begin by listing all potential risks related to your project or initiative. Each risk should be specific and clearly described.
3. Assess likelihood and Impact: For each risk, assess its likelihood of occurring and the potential impact it could have. Use a simple scale (e.g., low, medium, high) or numerical values.
4. Prioritize risks: Calculate a risk score by combining the likelihood and impact assessments. Identify high-priority risks by focusing on those with the highest scores.
5. Develop mitigation strategies: For each high-priority risk, brainstorm and outline potential mitigation strategies. These strategies should help reduce the likelihood or impact of the risk.

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At Creately, we’re on a mission to transform the way teams work and collaborate visually. Our platform is designed to empower enterprises to fully harness the benefits of visual collaboration, driving productivity and fostering innovation.

Today, we’re excited to announce some significant advancements that further solidify our commitment to this mission.

A New Era of Security and Compliance

We understand that for businesses, particularly larger enterprises, data security and compliance are non-negotiable. That’s why we’re proud to announce that we have achieved two key certifications: SOC 2-Type 2 and ISO 27001.

These certifications are widely recognized as important benchmarks in information security and management, demonstrating our commitment to maintaining stringent security standards. While these certifications have become a baseline requirement in today’s digital landscape, achieving them is nonetheless a significant accomplishment that emphasizes our dedication to securing your data and delivering a trusted service.

Introducing New Data Residency Options – With a Twist

In line with our commitment to security and compliance, we’re thrilled to offer new data residency options. Creately users can now choose to store their data in the US, EU, or AU data centres. This new feature ensures adherence to local data sovereignty laws and provides enhanced data security.

Creately’s data residency solution however is unique. While your organization’s data may reside in a certain geography, you still want to seamlessly collaborate with external teams distributed across the globe.

Our advanced architecture allows Creately users data hosted from different regions to collaborate on workspaces. Logging in as a US Creately user, you can still accept external invitations to collaborate in EU hosted Creately workspaces without skipping a beat.

And all this is done without leaking personal data to other regions and fully complying with sovereignty laws!

A Fresh Visual Collaboration Experience

In addition to these security enhancements, we have also introduced improved features to further optimize the visual collaboration experience. With faster diagram creation experiences, additional libraries, templates, and shapes, we offer an intuitive and efficient way for teams to collaborate visually.

By integrating Data with Visual Collaboration, we’ve unlocked new possibilities in areas such as Product Management, User Journey Mapping, Process Mapping, HR planning, and more. These features enable cross-functional teams to work more effectively, fostering creativity and innovation across your organization.

Unlimited Collaboration for All

Finally, we’re shaking up the traditional SaaS pricing model with our ‘Unlimited Collaboration’ plan. This groundbreaking approach eliminates seat count restrictions, enabling an unlimited number of users within an organization to use our platform for a fixed fee.

This new model democratizes access to visual tools, allowing everyone in your organization to leverage the power of working visually, regardless of their role or function. By removing the barriers of traditional pricing models, we’re making it easier than ever for enterprises to unlock the full potential of visual collaboration.

Onwards and Upwards!

These enhancements are a testament to our commitment to enabling organizations to unlock the full potential of visual collaboration, underpinned by robust security and compliance.

We’re excited to continue on this journey with you and look forward to empowering ambitious teams with the tools it needs to innovate, collaborate, and succeed in the visual collaboration era.