How Haberfeld went from moving artwork and proofs with physical folders to digital agility with Ziflow

Imagine managing 150 clients and thousands of campaigns per year using physical folders that shuttle between desks. Now imagine half your team starts traveling and nobody knows who has Folder A, who has Folder B, and whether anyone has actually looked at the proof inside.

That was the wild reality at Haberfeld, an employee-owned marketing and consulting firm that serves banks and credit unions. When the team adopted Ziflow, the transformation was, in their words, “night and day.”

Who is Haberfeld?

Haberfeld has been in business for nearly 40 years with just under 100 employees. They work primarily with banks and credit unions, providing marketing and consulting services. With 150 clients and thousands of annual campaigns, their creative review volume is substantial, and keeping everything organized is mission-critical.

The challenge: physical folders in a world that doesn’t stay in one office

Before Ziflow, all artwork and proofs lived in physical folders that moved between departments. Having everything in one place felt safe, but it required everyone to be in the office. As account executives started traveling more frequently and backing each other up across clients, the folder system turned into what Kendra Duncan, Manager of Business Development and Enablement, calls “a navigational nightmare.”

How Ziflow transformed their process

Ziflow replaced the physical folders with an online proofing platform where editors, creatives, and clients can all see feedback on one screen. Speed of approval improved immediately, with clients approving files and providing feedback at least a week or two faster than under the old system.

“Now that we had Ziflow, they were approving things faster, we were getting faster feedback, and it really sped up our go-to-market.”

The team now runs 12 customized workflows tailored to different parts of the company, different clients, and different project types.

“Having that flexibility that everything didn’t have to fit in one box made a big difference for us.”

Haberfeld’s verdict

Kendra describes Ziflow in one word: “partnership.” From implementation through ongoing support, the relationship with Ziflow’s team has been a standout. Shannon Poysa, Senior Account Executive and Director of Client Experience, chose “agile” for the platform’s flexibility in adapting to their processes.

“We wouldn’t have been able to achieve what we have over the past few years without our partnership.”

Watch the full story

Hear the full story in the video below.

Ready to leave physical folders behind?

If your team is still routing proofs through physical folders, email chains, or manual processes, Ziflow gives you the digital agility to keep everything moving no matter where your team is. Get a demo today and see the difference for yourself.