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HCL Marketing Operations 10.0 documentation
  • HCL Marketing Operations 10.0 documentation
  • Read Me First
  • HCL® Marketing Operations Release Notes
  • HCL Marketing Operations User Guide
  • HCL Marketing Operations Administrator Guide
  • HCL Marketing Operations Integration Module
  • HCL Marketing Operations System Schema Guide
  • HCL Marketing Operations Installation Guide
  • HCL Marketing Operations Upgrade Guide
  • HCL® Marketing Operations and HCL® Campaign Integration Guide
  • HCL® Marketing Operations REST API
  • Glossary
  • Before you contact HCL® technical support
  1. Home
  2. HCL Marketing Operations User Guide

    HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.

  • HCL Marketing Operations User Guide

    HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.

    • HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.

      • You can attach relevant documents to HCL® Marketing Operations objects, such as plans, programs, and projects. The Attachments tab of an object contains links to all files or URLs related to the object.

      • The status of a business process quickly informs users of where the business process is in its lifecycle. You change the status by selecting a transition.

      • Throughout HCL® Marketing Operations, users select an item or items from a list. Over time, the items in the lists can change; administrators can add, remove, or disable items from lists.

      • Throughout HCL® Marketing Operations, users can select people and teams as resources.

      • You can print the current page for many HCL® Marketing Operations objects.

      • You can export information from HCL® Marketing Operations to an Excel spreadsheet for programs, projects, and project requests.

    • Plans capture the objectives of a business unit or geographic area for a specific timeframe, such as a year or a quarter. A plan is the container for your marketing programs and projects.

    • Programs are the child-objects of Plans. Programs can contain multiple projects to organize work for your organization.

    • A project organizes all the information that is related to develop and run one or more related marketing initiatives. Projects contain general information, resources, and attachments for the marketing initiative. Projects also typically organize the people who work on the marketing initiative, including who completes which tasks, and the timeline to complete the tasks. Projects can also include budget information. Monitoring features ensure that everyone knows whether the project is completed on time.

    • Workflows

      To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.

    • An approval process streamlines the process of having your work reviewed and approved. Multiple users can review work in parallel or in an order that represents your business processes.

    • In HCL® Marketing OperationsDistributed Marketing, you assign work to teams or individual users.

    • Historically, organizations produced paper-based calendars and updated them with the latest information. The calendar feature provides marketing groups with electronic means to view and update calendar data.

    • A grid is a spreadsheet-like presentation of data. Grids allow HCL® Marketing Operations users to store all campaign- and project-related data within the project.

    • A marketing object is any work product a team develops and reuses in the course of its marketing activities. Marketing objects can represent physical items (such as a letter or banner ad) or a business component (such as a credit card offer, a target segment definition, or a rewards program definition).

    • HCL® Marketing Operations provides centralized management, secure storage, and web-based access for digital assets.

    • In HCL® Marketing Operations, a budget coordinates expenses of plans, programs, and projects. After you establish the plan budget, you can fund linked programs, and ultimately projects, from it. Marketing Operations tracks budgets of child programs and projects in the form of allocations, forecasted or committed spending, and actual expenses.

    • In HCL® Marketing Operations, you can view all changes that were made to an invoice, including the time and date of the changes and the type of changes made.

    • A top-level HCL® Marketing Operations account represents a corporate account that is established by a finance department for tracking and controlling expenditures and cash flows for specific areas of the business. Accounts can have subaccounts.

    • Metrics are used for management reports and analysis. View metrics on the Tracking tab for plans, programs, and projects.

    • By default, HCL® Marketing Operations provides a set of predefined reports and dashboard components. The Marketing Operations reports package provides additional example reports and dashboard report components that are created in IBM® Cognos®, a separate business intelligence application.

    • You can perform simple and advanced searches in HCL® Marketing Operations.

    • You can use alerts and the message board both to communicate information to other users of HCL® Marketing Operations. Alerts and the message board are available for plans, programs, projects, requests, assets, accounts, approvals, invoices, tasks, teams, and marketing objects.

Common tasks

Some tasks are not specific to HCL® Marketing Operations objects. For example, several different types of objects can contain attachments. You work with project attachments in the same way as you work with program or plan attachments. This section describes:

  • Attachments
  • Statuses of business processes
  • Disabled attribute values
  • Selecting resourcesSelecting resources
  • Printing objects
  • Exporting information in Microsoft Excel format
  • Attachments
    You can attach relevant documents to HCL Marketing Operations objects, such as plans, programs, and projects. The Attachments tab of an object contains links to all files or URLs related to the object.
  • Statuses of business processes
    The status of a business process quickly informs users of where the business process is in its lifecycle. You change the status by selecting a transition.
  • Disabled attribute values
    Throughout HCL Marketing Operations, users select an item or items from a list. Over time, the items in the lists can change; administrators can add, remove, or disable items from lists.
  • Selecting resources
    Throughout HCL Marketing Operations, users can select people and teams as resources.
  • Printing objects
    You can print the current page for many HCL Marketing Operations objects.
  • Exporting information in Microsoft Excel format
    You can export information from HCL Marketing Operations to an Excel spreadsheet for programs, projects, and project requests.
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