What does a Southpaw Solutions TACTIC specialist do?
A Southpaw Solutions TACTIC specialist builds and manages automated workflows that control how digital assets move through production pipelines. This role connects task assignments, approval steps, and file storage into a single system so teams track progress without manual handoffs. The specialist configures the logic that dictates when a job advances, who receives notifications, and where final files reside.
- Designs workflow pipelines by defining processes and connections in the TACTIC workflow canvas. The specialist maps out each stage of production, from initial upload to final approval, and sets the rules that govern task transitions. This configuration ensures that every job follows a consistent path and that status updates trigger the correct next actions for all users involved in the project.
- Creates job instances from established workflows and assigns specific tasks to team members based on their roles. The specialist monitors the job dashboard to update task statuses, such as marking items as Pending or In Progress, to keep the pipeline moving. They manage the assignment logic to ensure the right people receive work items at the correct time and can track completion rates across multiple concurrent jobs.
- Uploads, retrieves, and organizes digital assets within the TACTIC work-in-progress area and the main asset library. The specialist uses integrated tools to pull files from external repositories like SharePoint and places them into the correct job folders for review. They also export finalized content, such as source files and PDFs, and push these deliverables back to corporate storage systems once all approval steps are complete.
- Coordinates approval steps by managing reviewer comments and facilitating the submission of final drafts. The specialist ensures that collaborators can access the necessary assets for review and that their feedback is recorded within the task history. They verify that all required sign-offs are captured before advancing a job to its final state, maintaining a clear audit trail of decisions and changes throughout the production cycle.
How to hire a Southpaw Solutions TACTIC specialist on Upwork
Step 1: Post a job
Define your digital asset management needs clearly to attract qualified candidates. Use the Job Post Generator powered by Umaโข, Upwork's Mindful AI to draft a precise description. Describe your workflow requirements in a few sentences and Uma drafts a job post for the role. You can write a new post, update a saved draft, or reuse an existing post.
- Specify that the freelancer must build TACTIC workflows by defining processes and connections within the workflow canvas.
- Request experience with SharePoint integrations to move assets between folders, the TACTIC WIP area, and the asset library.
- Ask for examples of configuring job pipelines that manage task status, assignments, and approval steps between collaborators.
Step 2: Evaluate candidates
Look for portfolio evidence of configured pipelines and managed asset repositories. Uma can run instant video interviews and build shortlists with side-by-side comparisons to help you assess technical fit.
- Verify the candidate has created job instances from workflows and managed task assignments using the TACTIC job dashboard.
- Check for demonstrated ability to upload, retrieve, and organize job assets in both WIP and finalized library areas.
- Confirm experience exporting finalized content in required formats, such as source files and PDFs, into corporate repositories.
Step 3: Interview your top choices
Discuss specific workflow logic and asset handling procedures during your conversations. Interviews can be scheduled and conducted within Upwork Messages with an immediate transcript and summary after each one.
- Ask how they define process connections in the workflow editor to automate task progression and status updates.
- Inquire about their method for coordinating reviewer comments and final draft submissions within the TACTIC interface.
- Question their approach to pulling assets from SharePoint tabs during later workflow steps to ensure data integrity.
Step 4: Agree on scope and begin work
Set clear milestones for workflow configuration and asset migration tasks. Use Upwork Messages and the contract workroom for communication and project management, plus identity verification, payment protection, hourly tracking, and project funds for security.
- Define deliverables as configured TACTIC workflows with documented processes and active job instances.
- Require completed job task records that reflect accurate statuses and user assignments throughout the pipeline.
- Mandate the production of finalized asset sets placed correctly in the target repository with verified source and PDF outputs.
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