[Event Follow-Up] Rethinking Resource Management the Agile Way at Advisors Excel - March 19, 2026

Thanks to everyone who joined today’s INCREDIBLY INSPIRING workshop, Rethinking Resource Management the Agile Way at Advisors Excel, to learn about Advisors Excel’s 3-year transformation from a manual, rigid resource management approach to an agile, queue-based system in Workfront. Lindsey Brown ​@lindselib , Creative Operations Product Manager, and Cathy Clifton, Project Coordinator Director, explained how shifting most work into shared queues, introducing structured backlogs, and redefining team roles improved flexibility, scalability, and visibility while reducing stress and bottlenecks.  

Highlights of the workshop included:

• They shifted 85% of work into shared backlog queues (“Friday” and “MARCO” queues) with automated prioritization using a custom priority score, improving flexibility and reducing bottlenecks.

• Key operational improvements included using queue blocks for capacity planning, standardized task durations (1 and 5 days) for accurate reporting, and increased autonomy for creatives with better visibility for leadership.

• Results included higher productivity, improved data accuracy, and scalability, though challenges remain in large project tracking and long-term resource planning, with a recommendation to implement changes incrementally.

If you weren’t able to join live, no worries - download a copy of the slide deck and watch the on-demand recording below: 

• Slide Deck PDF (slides 5-33 are from Advisors Excel) 

• Workshop Recording

YOUR TURN: Let us know your top takeaway from today’s success story!