Trend Micro
Marketing Automation Strategist | 08.2021—Today
Marketing Automation Strategist | 08.2021—Today
Projects Documentation • Marketing Calendar • Migration
Tools 6sense • Excel • Marketo • Power Apps/Automate • Salesforce • SharePoint • Workfront
Reduction of day-long tasks to just minutes using VBA Excel Macros
A peer received a large dataset as an Excel file from one of Trend Micro's largest cloud service provider partners on a weekly basis. The peer had to parse the dataset into multiple smaller datasets for upload to Marketo. This project, while simple to conduct, took about 4-hours for the teammate to complete each week; roughly 10% of their workweek was dedicated to to this mundane task that didn't make the most of the teammates capabilities or knowledge.
Using a handful of advanced, array-based Excel formulas and VBA-macros, I successfully brought this project down to a 5-minute task before Marketo-uploads. The teammate simply had to copy-paste the original dataset into an input-sheet in Excel, click a button and begin uploads. Excel could complete the largest datasets before the teammate returned with their coffee.
On a regular basis, I meet with the teammate to discuss improvements to the macro-file, other projects that they have which could benefit from similar scripting and how to automate other teammates' tasks.
Launch of custom automations, trackers & systems using Microsoft tools
Trend Micro's North American marketing department was actively searching for the best way to revamp their 'marketing calendar'. The solution at the time of research was a live Excel file on SharePoint that multiple individuals would use to enter data, manipulate campaign activities and share views for. It contained dozens of sheets, non-formulaic data references (ex. copy-paste formula outputs from one sheet to another; breaking data flows) and poor user experiences as it was launched with plans to improve later — later never came. While it was easy and familiar for all to use, this resulted in data inconsistencies, accidentally deleting or overwriting information and an all-or-nothing sharing capacity when providing views to sales or other teams.
I knew there had to be a better way and quickly discovered Microsoft's SharePoint Lists. Lists had much of the same features of Excel that were leveraged in the previous marketing calendar with a few added abilities: version history for the entire calendar and each record; foolproof capability to display data in list-view or as an actual calendar; data normalization using field value-definitions and calculated columns to vastly improve categorization, reporting and referencing; permissioning so sales could see all relevant content without accidentally changing information.
This project then led to the implementation of Microsoft Power Automate to alert individuals of missing information, upcoming events, post-mortem requests and more. Power Automate would also reaggregate data and distribute it to the Director of Marketing, operations teammates and other groups who needed information displayed in different ways. These solutions were then cloned to other global regions for similar implementations and use-cases.
Development of process efficiency improvements using Marketo Velocity
A peer received a large dataset as an Excel file from one of Trend Micro's largest cloud service provider partners on a weekly basis. The peer had to parse the dataset into multiple smaller datasets for upload to Marketo. This project, while simple to conduct, took about 4-hours for the teammate to complete each week; roughly 10% of their workweek was dedicated to to this mundane task that didn't make the most of the teammates capabilities or knowledge.
Using a handful of advanced, array-based Excel formulas and VBA-macros, I successfully brought this project down to a 5-minute task before Marketo-uploads. The teammate simply had to copy-paste the original dataset into an input-sheet in Excel, click a button and begin uploads. Excel could complete the largest datasets before the teammate returned with their coffee.
On a regular basis, I meet with the teammate to discuss improvements to the macro-file, other projects that they have which could benefit from similar scripting and how to automate other teammates' tasks.
Optimization of Marketo email templates using HTML & CSS
As soon as I joined the global marketing operations team at Trend Micro, I got to work with the template-owners for the email marketing templates. I provided new, future-proof solutions for more engaging and user-intuitive buttons as well as more whitespace to improve the user experience. The team, in the past, leveraged VML (Vector Markup Language) to resolve certain goals. For those that don't know, VML is a depreciated coding language that is only relevant for Microsoft Office products running on Windows. VML only behaves as intended in specific situations and wildly misbehaves in most others.
In order to avoid potentially catastrophic email layouts in the future, I made recommendations where VML could be replaced with more robust styling and email development best practices or helped optimize where there were no other solutions beyond VML. If an element of the email template could only be achieved via VML, I developed documentation and guidance around use cases, pitfalls as well as alternatives for teammates to use the VML-based sections in the lease fragile way possible.
Increase of accuracy & process efficiency using advanced Excel formulas
Acceleration of campaign launches using shorter sprints & restructuring
Review of all programs in Marketo for migration using massive datasets
Creation of advanced & detailed documentation using Microsoft tools
Increase of data-driven decision making in campaigns using Excel