Adobe Workfront Experts on Workfront Governance

I do this several ways: 

1. logins

2. An audit report

3. A proofing audit report

Audit report is a Note report. I have prompts on all different areas of filter like access level, group, home team, portfolio, program, and most importantly entry date to pull the date range down. 

(the owner of the action would be in that red box but I had to hide for data privacy) 

I have the same style of report for digital proofing comments to see how engaged they are with proofing. 

Hello!  If you'd like to chat with me and Nichole, along with other fabulous customers (like are Community Advisors!), I'd recommend that you start with our Workfront events.  We offer around 9 events per month, with a couple of them dedicated to open crowdsourcing questions.  Those are our "Connect" events, so we could chat through questions, and then everyone could offer advice.  Here's the link to the upcoming sessions this month, and we'll be adding the March events by the end of this week. https://experienceleague.adobe.com/events/?lang=en 

Great question @trakill! Yes, you should absolutely align your governance strategy and documentation with both System Admins and Group Admins, as that is crucial for ensuring consistency, smooth operation, and effective use of Workfront across the organization. Workfront has various layers of user roles and permissions, and establishing clear governance guidelines will help prevent misalignment, errors, and inefficiencies. Here are a few best practices to help frame the initial conversation: 

• Define Roles & Permissions: Clarify roles and responsibilities for system and group admins. Sample job descriptions can be found in the post, Event Follow-Up: Making the Case for Group Admins 
• Centralize Documentation: Maintain a single, up-to-date hub for governance policies and workflows.
• Change Management Process: Implement a formal process for documenting and communicating changes. 
• Ensure Consistency: Standardize naming conventions, templates, and workflows across teams and departments. 
• Training & Support: Provide initial training and ongoing support for governance practices.
• Reporting & Monitoring: Regularly review system usage and compliance with governance policies.
• Regular Reviews & Feedback: Schedule periodic reviews and incorporate feedback for continuous improvement.