Your achievements

Level 1

0% to

Level 2

Tip /
Sign in

Sign in to Community

to gain points, level up, and earn exciting badges like the new
Bedrock Mission!

Learn more

View all

Sign in to view all badges

Carrin Johnson - Senior Director, Solution Engagement - Workfront

Avatar

Administrator

01-03-2022

X202004_Carrin_Johnson_DRWF_Version-MCY2KRCR55RZBKHDER5VTPG4SN54.png


Workfront is at the heart of what we do every day. Everything we do in professional services, both internal and customer facing, runs through Workfront. Our project managers and consultants use robust templates that direct more than 100,000 hours of consulting effort each year.


When a new customer buys Workfront, Fusion, DAM, or any Workfront product requiring services, a Fusion “Salesforce-to-Hub(Workfront)” integration immediately spins up and populates all the information gathered by our sales team into the implementation project and automatically assigns the project manager as the owner of the project. Between the Fusion integration and templates, we save hundreds of hours of project setup each year. 


Professional services is a major source of revenue for Workfront, contributing to our overall success and profitability. Using Fusion, we’ve integrated Workfront with Netsuite to ensure that our forecasting and revenue recognition is timely and accurate, and that everyone that needs this financial information has it at their fingertips. 


Internally, our strategic work is planned and executed using portfolios and projects in Workfront. Using WF Proof, we review and approve hundreds of assets each year. We leverage Fusion to manage common operational requirements like PTO/holiday tracking. Without Workfront, our job would be infinitely more challenging. 


presalesjourney-MCRSLNJSEJIBH77ACEP5O5VLDPV4.png


One of our project managers, Steven Cardadeiro, recently shared his experience with Workfront and what he loves most about how it helps him in his daily line of work:


“One of my favorite things about our project management team is how connected we all are and feel, even while working remotely from all over the world. One example of this is how we hold weekly Book of Business meetings to collectively help us keep track and monitor the health of any of the number of countless implementations that we each are taking on at any given time. During this meeting, we leverage a dashboard with reports that capture different impactful KPIs across all of our projects - as you can imagine, with so many implementations going on at once, having one centralized source of truth as an indicator helps to keep us all sane. What’s especially fun about this meeting is how we’ve gameified it to hold each other accountable - nobody wants to be the project manager that is appearing across multiple exceptions reports, or whose notes are weeks old!”


Here’s an example of a report within the Exceptions Dashboard:


reportexceptionsdashboard-MC3DYJDV3M4BHSFLLCDTENYHXNM4.png


This report calls out any late tasks across active projects, indicating that the task within a given project needs to be marked complete or the date pushed out. Clicking into your specific name then presents you with the below screen, where you can make inline updates on the spot.


inlineupdatestoreport-MCLBU7T7QVRNAZRPC3VIFJNNFDXE.png

Here’s an example of the At Risk Projects report within our Book of Business Dashboard:


atriskprojects-MCEDYUOSNRWBBSDIWTHRVDKPIUBE.png

This report calls out the number of projects that have been identified as “At Risk”, separated by degree of risk (high or low). The screenshot below provides an example of some of the strategic fields we review on any given project, especially these that we consider “At Risk”:


fieldsonatriskreport-MCGF4BMFYUMREU7OYBJU7C4FMYRU.png