[Event Follow-Up] Learn with Customers: Using Workfront for Reorgs

[CynthiaBoon]

Huge thanks to @Lyndsy-Denk and @JenDesmond for sharing their time and experience on today’s event! Company reorganizations come with significant structural and process changes, and have become a regular part of an employee’s work life. In this session, we discussed how do reorgs affect your Workfront users, and how can Sys Admins configure the system to manage these changes, including: 

• How Workfront can help navigate your company reorgs 

• Configuration Best Practices 

• First-hand experience and lessons learned from real world examples 

Here is the link to the recording and a PDF of the slide deck along with some highlights and resources from Experience League:  

• Recording  

• Slide Deck  

Additional Resources/Highlights  

• Great documentation on Sharing & Permissions 

• Offboarding | Departing User Blueprint 

• Documentation: overview of moving objects between Workfront environments (Environment promotion) 

• Utilize reorgs as a way to re-launch Workfront in terms of adoption – be patient, allow users to re-acclimate to this new way of working 

• Emphasis on communication, both in terms of system changes and considering the human impact on users. 

• Balance quick implementation of changes with giving users time to adapt. 

• Groups vs Teams (IDEXX) - Groups reflect the org structure and can be used to grant object visibility. Teams are a mix of queue routing in some occasions, a lot of layout assignments, regional bulk assignments at time. Tip: Keep meticulous notes in both the Group and Team description.  

• Blueprint: System Admin Maintenance Dashboard 

Be sure to check out and register for future Customer Success events. There’s so much coming up in August, so we hope to see you there!