Digital Asset & Proposal Management
Sourced, championed, designed and implemented a centralized sales proposal and asset management platform that improved information accessibility, strengthened brand governance, and elevated the client proposal experience.
Role: Design & Production Manager
Organization: San Diego Tourism Authority
Project: DigiDeck Digital Proposal Management Implementation
Focus: Creative Operations • Change Management • Workflow Optimization • Brand Governance • Technology Implementation
The Challenge
Sales teams relied on large PowerPoint presentations and PDFs to develop proposals for major clients and conventions including TED, Comic-Con, and ESRI. Assets were stored across multiple locations, making it difficult to locate current, approved materials and resulting in inconsistent customer-facing communications.
Objectives:
Centralize proposal and marketing assets
Improve access to brand-approved materials
Strengthen brand consistency and governance
Reduce inefficiencies in proposal development
Improve collaboration between sales, marketing, and leadership teams
Elevate the proposal experience for prospective clients and convention partners
My Role
Led the evaluation, implementation, adoption, and governance of the organization's centralized proposal management platform.
Responsibilities included:
Researching and evaluating technology solutions
Building the business case for implementation
Championing organizational adoption and stakeholder buy-in
Developing asset organization and governance standards
Creating scalable workflows and documentation
Overall design of product and templates
Supporting employee onboarding and training
Partnering across departments to ensure long-term success
Solution
Selected and implemented DigiDeck as the organization's centralized proposal platform
Created a single source of truth for proposal materials and brand-approved assets
Organized content to improve accessibility and usability for sales teams
Established governance standards and processes to maintain brand consistency
Designed visually compelling assets and templates
Supported adoption through training, communication, and cross-functional partnership
Enhanced proposal storytelling through interactive, dynamic presentations
Outcome
Created a centralized, scalable system that improved efficiency, collaboration, and consistency across teams.
Impact:
Improved access to approved assets and destination information
Reduced time spent developing proposals
Strengthened collaboration between sales, marketing, and leadership teams
Increased consistency across customer-facing communications
Elevated the experience for convention and meeting planner proposals
Established long-term governance processes and scalable workflows
