Managing a material bank

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Managing a material bank

A material bank is a digital system in which an organisation can manage, share and utilise its files in a centralised manner. A well-designed material bank saves time, improves the findability of information and supports brand management.

This guide discusses:

  1. What is an efficient and easy-to-use data bank like?
  2. How to create a material bank
  3. How to use the material bank

1. What is a good material bank like?

An effective material bank is:

  • User-friendly – Clear interface, easy navigation, and quick searches.
  • Searchable – Files are equipped with metadata that allows for efficient searching.
  • Structured – Files are logically organized into categories, tags, or folders, for example.
  • Permission-managed – Users have role-based permissions to view, edit, and share.
  • Scalable – Supports large file volumes and different file types (images, videos, documents).
  • Integrated – Compatible with other systems (e.g. websites, publishing software).

2. How to create a material bank?

Design phase:

  • Define users and roles – Who uses the material bank and for what purpose?
  • Build a data model – What metadata is collected from the files (e.g. title, description, keywords, permissions)?
  • Design the structure – Will categories, tags, or a folder structure be used?

Implementation phase:

  • Create user groups and permissions
  • Configure metadata fields and views
  • Upload the materials and add metadata
  • Test the user interface and search functions
  • Train your users

3. How should I use the material bank?

  • Keep the metadata up to date – Well-described material is easier to find.
  • Take advantage of the search capabilities – Use keywords, filters, and advanced search.
  • Use previews and versions – Makes it easier to select the right file.
  • Share assets in a controlled manner – Use sharing links, watermarks, and usage restrictions.
  • Monitor usage and collect feedback – Develop the material bank according to the needs of the users.
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