Naviga · Revenue workflow

From booked to delivered without email as the project manager.

An order in Naviga Ad is a promise; fulfillment is where it is kept. We build the workflow that carries an order through creative, placement, revision, and delivery, tracks make-goods where the delivery fell short, and hands billing a position it recognizes at month-end.

When this is the right engagement

  • Fulfillment requests reach ad ops by email and live nowhere else
  • Make-goods are tracked by memory and reach the invoice as a surprise
  • Creative deadlines slip and nobody is warned before they slip
  • Campaign status is a question somebody has to go answer
  • Month-end takes days because the position is rebuilt from scratch

What you get

  • A fulfillment workflow in Naviga Ad with stages, owners, and due dates that mean something
  • Creative and asset tracking attached to the order, not to an email thread
  • Make-good handling: detection from delivery data, approval by a person, and a position billing can use
  • Status reporting sellers can check themselves, on the order and the campaign
  • A month-end close built on the system’s position rather than a spreadsheet reconstruction
  • Role-based training for ad ops and the sellers who lean on them

How it runs

  1. 01

    Map the path from booked to delivered

    Every step, every handoff, every place the order goes quiet.

  2. 02

    Design the workflow and ownership

    Stages, owners, and due dates in Naviga Ad, agreed by the people who do the work.

  3. 03

    Build and connect

    The workflow configured, with the ad server and billing data it needs attached.

  4. 04

    Pilot on live campaigns

    The next month of orders runs the new path while the old one is still there.

  5. 05

    Roll out and review

    Ad ops trained, sellers informed, and a review of what the first month of real use found.

Questions we get

Is this a Naviga Ad configuration or a custom build?

Configuration first, always. Most fulfillment messes are an unused workflow, not a missing one. Where the standard stages cannot express how your campaigns run, we extend before we build anything.

Work and news

Notes from Naviga engagements.

Case studies and announcements from work that runs on Naviga Ad.

Start with the stuck point

What should the order system be doing that it isn’t?

Bring the handoff, the reconciliation, or the make-good that keeps resurfacing. We will tell you whether it is a Naviga problem, a workflow problem, or a systems problem, and what to do about it.