[INTERNAL] Onboarding Production & Zetta clients

There is one integration option available to clients who wish to connect PromoSuite Production to Zetta.  This article outlines the use case and defines the set-up needs and steps.

Auto-Dubbing (Production to Zetta)

In this use case, an order in PromoSuite Production follows the station's production workflow where members of the team (Producers, VOs, Writers, etc.), create the audio content per the order instructions.  Once the audio is approved, the produced audio file is shared with Zetta where it is scheduled for on-air playout by the radio station.

Requirements

  • PromoSuite Production
  • Zetta (version?)

Needs from Customer

  • Completed "Production Onboarding Spreadsheet" - file attached and HERE
    • Stations
    • Users
    • Material Groups & Source Prefixes for audio content (ex. Commercial = COM)

  • SFTP folder creation and Zetta configurations - information here

Client Onboarding and Internal Set-Up process

1. Sales provides Broadcast Group Station Entities to CSM & Mike M. 

2a. CSM sends "[PromoSuite Production & Zetta] Onboarding Call" email template from SELL

2b. Onboarding meeting w/ client, discussion includes:

  • Overall onboarding process (set-up & training)
  • Onboarding spreadsheet (stations, explain user needs, material groups & source prefixes)
  • Integration questions

 

2c. Within the timeline established in the onboarding meeting, the Client provides the CSM with needed information

  • Station & Users
  • Material Groups
  • FTP set-up info

3. CSM provides info to Mike M. creates Broadcast Group, Station Entities and assigns Stations to Broadcast Group,  Activates Production product for a Broadcast Group

4. Mike M. activates Zetta Auto Dubbing then assigns markets/stations ("edit entities")

5. Mike M. notifies CSM that the "non-technical" set-up is complete

6a. CSM creates Production Users per Onboarding spreadsheet

6b. Mike E. adds new people into SELL

7. CSM coordinates Session 1 of training with power users and before training...

8. CSM adds SFTP host, Subfolder, U & P for each station (provided by client) - info here

 

End User Training

Training consists of (2) scheduled sessions that take place over two weeks.

Session 1 is for the "power users" in Sales, Production, and Traffic. This smaller group of users is acclimated to Production before the "entire" team of users who will eventually be onboarded/trained in Session 2.  Topics include:

  • Walk-through of Production + Zetta workflow
  • Discussion of User roles
  • Completion of a “Production Needed” order 
  • Walk-through of Client Management
  • Test FTP connection (dub a spot to Zetta and ensure it shows up in the FTP folder)
  • Discuss Support content and process, the role of local "Production Administrator" (adding users, modifying permissions)
  • Q&A

Following this session, the Permissions Admin should add any remaining new users (at our discretion) and contact Support with questions.

Session 2 is for the remaining end-users on the Sales, Production & Traffic teams.  Power Users should also participate and inject their thoughts (where applicable) based on their learnings from Sessions 1.

Session 2 topics include:

  • Discussion/walk-through of Production + Zetta workflow
  • Discussion of User roles
  • Completion of a “Production Needed” order 
  • Discussion/walk-through of Client Management
  • Discussion of Support (content and process)
  • Q&A