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Monthly Hot Topics from your Workfront Scale Customer Success Team

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CynthiaBoon
Employee

10/4/23

Welcome to our Monthly Hot Topics Blog!  

First things first – if you’ve seen our Hot Topics posts in the past, you may have noticed that this update is posted as a Blog instead of a Discussion.  

Why did we do that? Our hope is to make our recurring updates and our series updates easier for you to find, AND to provide a way for any “non-Sys Admins” to receive notifications when we share upcoming events and hot topic posts.  

How will this work? Each month we’re going to post a new Comment with all the latest events, news, and posts to (hopefully) make finding updates much easier.  

To make sure you get the latest, you’ll want to subscribe (and make sure to encourage your Group Admins and Power Users to subscribe too). How do you do that?

  1. Click the 3 dots in the top right of this post. (It’s called the Kebab Menu! Just learned that today!) 
  2. Click Subscribe. 
  3. Then relax and wait for the notifications to come in every time we add a new comment to this post.  

Here’s a screenshot: 

 Kebab Menu.png

 

If you have any questions in the meantime, please don’t hesitate to reach out via email at csatscale@adobe.com. We look forward to connecting with you! 

Cynthia, Leslie and Nichole 

 

 

 

Quick links to all the Hot Topic Posts! 

May 2024

April 2024

March 2024

February 2024

January 2024

December 2023 

November 2023 

August + September + October 2023 

June + July 2023 

April + May 2023 

March 2023 

February 2023 

10 Comments

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CynthiaBoon
Employee

10/4/23

October 2023 Hot Topics

Let's talk updates! October has arrived! Grab your pumpkin spice, put on some flannel, and head to the apple festival.  

Or... do something even more fun and check out the highlights from August and September! 

Breaking News! 

Product is presenting an Experience League Live event focused on the New Home Experience, hosted on YouTube, on October 26th, 9am PDT. Make sure to save the date on your calendars and then click the link! 

Speaking of New Home, are you looking for a way to find out which users have opted-in for New Home? Check out this collaboration from @skyehansen  and @Doug_Den_Hoed__AtAppStore  on the text mode for a user report. (Thank you both!)

Also on the breaking news front, just in case you missed it (ICYMI, as the young folks say!), if you are currently on (or soon to be on) your Admin Console journey, check out this amazing post (and maybe subscribe) that includes a ton of resource links. 

And don’t' forget, Adobe MAX is next week! Not sure if you can make it in person? Join us for the online virtual event! 

Here’s a list of a few new blogs, articles, and videos! 

And as always, if you want to LEARN best practices, ASK questions, CONNECT with other system administrators, get a dose of inspiration, or practice some new Workfront skills, sign up for one (or all!) of our upcoming events:  

Here are the ones coming up this week:

Looking for the full list of October sessions? Check out our post: 

October Events for System Administrators 

Stay tuned for more Hot Topics in November! 

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Kiersten_K
Level 8

10/25/23

This is a great resource! Thank you for standing this up. 

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CynthiaBoon
Employee

11/2/23

November 2023 Hot Topics

Did October fly by like leaves and candy wrappers in the wind? No worries! We’ve captured all the highlights in the November Hot Topics post.  

Hot off the press!  

Will you be in the Salt Lake City, Utah area in mid-November? Are you interested in connecting with the Workfront Customer Success Scale Team? We’re looking at pulling something together in the real world. Check it out this post from @LeslieSpier! 

Also, @NicholeVargas  has taken the time to share with us how we can all get on the path to becoming Reporting Experts. 

Did you miss our session on how to get started with Group Admins? We’ve got you! 

One of our most requested topics is getting the webinar treatment. Make sure to grab the registration link from the Community post. 

Our friend @Madalyn_Destafney is sharing some fantastic ideas on her latest series. Don’t miss out! 

The Fourth Quarter Release was just deployed. We have lots of resources listed just in case you missed the webinar.  

And if you’re looking for ideas on how to manage your releases, look no further than @MoniqueEvans video. 

Did you miss any of the Fusion Series Events? We’ve got you! 

Are you a new Workfront System Admin? Be sure to join the events on our new series, Admin 101. Want to attend? Subscribe to the Experience League Blog for notifications on upcoming sessions! 

And as always, if you want to LEARN best practices, ASK questions, CONNECT with other system administrators, get a dose of inspiration, or practice some new Workfront skills, sign up for one (or all!) of our upcoming events:   

We have one more event scheduled this week!  

Looking for the full list of November sessions? Check out our post:  

More to come in December! 

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MarlaDr
Level 7

11/13/23

Love these monthly updates. Thank you for putting these together.

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CynthiaBoon
Employee

12/1/23

December 2023 Hot Topics! 

Let’s put the kettle on and have a cozy cuppa as we head into the shorter, colder days of December. (Or something iced-cold and refreshing for our friends in the Southern Hemisphere!)  

Either way, take a minute to find out what’s happening in the Workfront Community. 

First things first! We have a new system for recording our Scale events and will be updating the links on our Event Follow-up posts. 

For more info, questions, or challenges with links, head over to our post: 

New to Workfront? Our Onboarding blog is chocked full of resources (including some new presentation decks!) to help your organization achieve maximum value from Workfront through accelerating adoption, establishing governance, and guiding your path to maturity.  

The Workfront recordings from the August 2023 Experience Makers Skill Exchange customer learning event are now available, On-Demand on Experience League! 

To make it easier to find all the recordings, we’ve added the links to all the sessions on this post: 

Here’s a few more recent Experience League posts: 

As we head into the end of the year, just a few last thoughts for this update. @NicholeVargas , @LeslieSpier, and I are so grateful to all the customers who engaged with our events this year. Your leadership, patience, humor, and endless generosity continues to amaze us, and I know that we all feel very lucky to be included in this Community. 

We have some fun events still coming up in December and more new ideas coming in 2024, so we hope to see you soon. Looking for the details? Here’s our monthly event post: 

For those customers that haven’t had a chance to join one of our Scale events, we wanted to offer a glimpse into the generous advice that other customers share. During our most recent Ask the Experts event, a deeper discussion of Adoption via training and enablement, customers shared their best practices and recommendations, including: 

  • Involve your users – in the training, in the decisions (where possible), in the comms process to gain buy-in and champions  
  • Exercise all of those “Change Management” muscles when planning and implementing training  
  • Consider the Learning Curve, strengths, and the personalities of your users, and lean-in to what works best for those users 
  • Not trying to get them to do everything perfectly all at once - choose different areas to focus on for best practices until it is a habit and then move to another area of focus 
  • For those users deeply loyal to their spreadsheets, help them look beyond themselves to visualize an “Enterprise Mindset” to craft communications and reporting that will resonate with the entire team 
  • Find ways to put their Excel data into Workfront. Deliver them reports and dashboards that look darn like their Excel. Selling point: Workfront is live data.  
  • To try and help with user adoption, consider comparing WF to Excel - explaining it as a more advanced interactive real time spreadsheet, that can be easily reported on. It's been a light bulb moment for some users that has really helped with user adoption.   
  • Be a squeaky wheel. Keep demonstrating/name dropping Workfront as a tool for efficiency. Offer to help them get there.   
  • Find out why they are being "defiant" it could be a training issue, could be an access level issue, or it could be a complete workflow oversight.   
  • Make Workfront as easy as possible to use, understand, and find what they need  
  • Build a Workfront community within your org and make it fun! Examples: 
  • Thankful Thursdays Comms 
  • Slack Channels with GIFs and emojis  
  • Teams or SharePoint pages  
  • Workfront Fun Projects 

If you want more info about Workfront Training ideas and missed the original webinar, no worries! We have the recording, presentation deck, and discussion link right here: 

 

Looking forward to more Hot Topics in 2024!

Scale Team - SLC Nov 2023.png

Your Adobe Workfront Customer Success Scale Team! 

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CynthiaBoon
Employee

1/5/24

January 2024 Hot Topics 

Happy New Year Workfronters! 

CynthiaBoon_0-1704468491955.png

Let’s start the year out on the right paw and check out what’s happening in the Community. 

Summit! Now that we’re on this side of New Year’s, Adobe Summit is coming up fast! Looking for the latest info for Workfronters at Summit? Subscribe to our Summit post for all the updates: 

New Events! We have some fun events still coming up in January and more new ideas coming in 2024, so we hope to see you soon.  Looking for the details? Here’s our monthly event post: 

24.1 Release! Quick reminder that the first release of 2024 is coming up, so we’ve got some resources for you: 

ICYMI! And as always, here’s a list of a few more helpful Experience League posts: 

Sharing is Caring! For those folks who weren’t able to attend our December Workfront Collective event (formerly Strategic Admin Chat, we discussed Roles & Responsibilities and how to communicate those expectations. Customers offered their advice and experience, that we wanted to share out: 

  • How do you decide the number of Sys Admins – too many/not enough? When assigning access (or limiting it), consider their role in the project process, the hierarchy within the org, and any enterprise policy parameters that can provide guidance first before bucketing users into license and access types. 
  • Outside of System Admins and Group Admins, most users have no idea of the scope and depth of Workfront functionality, so when they expect or request more access or a specific type of role, they might not understand what they’re really asking for, and more importantly, what they will be getting. 
  • Communicating how roles translate into Workfront processes, and sharing what you expect from those users (even in the form of a quick RACI-style document), can go a long way. 
  • Some other ideas & best practices shared: 
  • Checking Audit Logs / User Logins for type and frequency of Workfront access 
  • System Admin Job Description – is everyone “accepting” of their responsibilities.  
  • Help users think about their role outside of the context of Workfront – asking, “would this person have this authority/function without the Workfront process/access?” 
  • Ask users what they are trying to do or hoping to be able to do in the system and give access for that specific responsibility 
  • If needed, don’t hesitate to create custom Access Levels – just make sure to name them with something that will make sense to any Sys Admin reviewing later down the road. 

The Workfront Customer Success Scale Team has so many cool things planned, so we hope to see you soon at an event! 

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CynthiaBoon
Employee

1/31/24

February 2024 Hot Topics 

It’s February so as they say in New Orleans, Laissez les bons temps rouler! (or, Let the good times roll!) 

CynthiaBoon_0-1706757492922.png

Let’s get the party started with the top updates! 

A brand-new Coffee Break is coming in February!  We hope you will join us to share your recommendations and participate in our first-ever Community Coffee Break sweepstakes.  

Speaking of Events – We have a full parade of events coming in February. Find all the links to register on @NicholeVargas's monthly Experience League post. 

Don’t miss our latest Expert Insights video! This episode comes from a customer, Jaime Davidson @JaimeDa, sharing her experience and resources for implementing Workfront Adoption Surveys. (Thanks again Jaime!)  

Looking for Fusion resources? Check out the latest Adobe Workfront Fusion Video Overviews as well as information on Fusion Templates below:  

Just a quick reminder about Adobe Summit 2024 – As we get closer to the event, @LeslieSpier will be posting all the updates as soon as we hear them to help any Workfronters attending the event. Subscribe today! 

Looking for some fun in the Community? Don’t forget to scroll through the Ask section to see what others are sharing, including this from our friend, Doug_Den_Hoed__AtAppStore.  

Adobe Admin Console Tips For customers that weren’t able to attend our Admin 101 event, we gathered a few Admin Console Tips and Resources to share! 

Looking forward to more updates in March! 

 

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CynthiaBoon
Employee

3/1/24

March 2024 Hot Topics 

Welcome to March Workfronters!  

CynthiaBoon_0-1709310891897.png

We’ve got some fresh updates to give you a little extra luck this month! 

First up! A brand-new interview with our very own Fusion Expert, Ewan Hruska (@ewanh). Check it out!

Summit is coming in hot, so don’t miss out! @LeslieSpier will be posting updates for any Workfronters attending the event.  Subscribe today! 

We also have a very special episode of Top 3, with some highly requested “watch me work” videos! 

We had some fun events this month! Here are the recordings, just in case you couldn’t make it: 

Speaking of events, we're excited for the sessions coming in March! Find all the links to register on @NicholeVargas's  monthly Experience League post.  

Adobe Admin Console Posts on Experience League - Just a reminder for those customers that haven’t moved to the new Admin Console, here are some posts to help you navigate the change.  

Great ideas from Customers! During our February Collective event, we discussed how everyone handles “archiving” projects in Workfront. Customers offered their advice and experience, including:  

  • Using Custom Forms to “tag” older Projects: 
    • Mktg Ops data form with a field for archive older than x years (bulk edit quarterly)   
    • We have a custom project field to list the product plan year for our learning projects.  So completed/archived projects remain in the same program, but they're only visible if you change the view to see a previous year. 
  • The only thing we have really had to "archive" are Requests on a VERY active request queue. After too many requests it gets buggy, so we move the requests from the queue to an "Archive" project to keep them for reporting purposes but to keep the queue clean. Typically, I'll have an archive project for each half of each year. The "Archive" projects have a custom "Archive" status for ease of reporting.   
  • We get the project number from Workfront and then go to our archived job folders on SharePoint, which are archived by job number, to find the project files.   
  • I wouldn’t suggest moving things. I think the historical data loss would be too much for me to handle. For large volumes of older Projects, a Report with prompts can help limit the results as well as “un-sharing” Projects so they no longer show up in the search. 

Can’t wait for more updates after Adobe Summit! 

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CynthiaBoon
Employee

4/2/24

April 2024 Hot Topics 

It’s April my fellow lions!  

CynthiaBoon_0-1712079391252.png

No April Fool’s jokes here – just great tips! Let’s get flying!  

Brand new! We have a brand-new Expert Insight’s interview, featuring Daniel Clarke, where he shares his best practices for Enterprise Work Management. 

New Beta alert! Are you looking to connect your business intelligence tool to the Workfront data lake? Check out the requirements to qualify and sign up today! 

Events? We’ve got lots of great sessions on the schedule this month: 

Looking for Adobe Business Platform & Admin Console advice?  We have an event scheduled later this month with our brilliant McKay White (@McKayWh), one of our very own Technical Support Engineers.

And in the meantime, check out a new post from, @Doug_Den_Hoed__AtAppStore.

More posts to highlight: 

Looking for Summit Session Videos? The one everyone asks for is already available! Check it out here:  

As soon as the other in-person event recordings are posted, we’ll share the links. For now, the Mainstage Presentations are available, on demand.   

Have a great month from your Adobe Workfront Customer Success Scale Team!

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CynthiaBoon
Employee

5/2/24

May 2024 Hot Topics 

Welcome to May Workfronters! 

CynthiaBoon_0-1714681189039.png

It’s time to gather together and celebrate all the new content posted in the last few weeks. 

May offerings are on the calendar! We have some fantastic events scheduled this month, so register today so you don’t miss out! 

Did you miss some of our April events? We posted several on-demand recordings so you can participate at your convenience. 

Speaking of recordings – we have two new short videos to share! 

Let’s talk ideas! Did you see the latest blog? Our fearless Sr. Community Manager, Jon Chen (@jon_chen), has been working with our Product partners to improve our ideas process. Check out his blog below, where he’ll share more updates in the coming months. 

Upvote opportunities: In the meantime, check out these ideas that have been shared by customers in our last few events, and don’t forget to give them a “like.”  

We say it all the time, but just a reminder that the best part of any Scale event is engagement from YOU -  our customers!  As an example, if you didn’t get a chance to attend our Workfront Collective last month, check out the advice shared by customers on Strategic Practices for implementing Resource Management. 

  • Prioritization of work is key in order to identify where resources can be moved   
  • The order matters.  Evaluate work first – for requirements, for priority, for approval from leadership.  This is where a governance process comes in handy.  
  • Speaking of governance Find your “hammer.” That person that has thick skin, the ability to communicate and maintain relationships, but that also knows how to say no.  
  • Sharing is caring. Using your voice to share what realistically can and can’t be done as well as advocating for others that might be overwhelmed is powerful.  
  • Make sure the lines of communication are open.  Maybe even daily meetings to start, to check in on priorities, resources, and new requests.  
  • Planned work doesn’t have to be requested. If you’re building a backlog process, work that is already anticipated can be the first items on the backlog.   
  • Align work to scorecards and organization strategic initiatives.  Maybe start with the “planned” projects – the ones that everyone is familiar with to build that process. 

 

Your Adobe Workfront Customer Success Scale Team

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