🎬 [VIDEO] August 2023 - [Workfront] Expert Insights - Adoption with Leslie Spier

[CynthiaBoon]

Adoption is a topic that we return to regularly, and in this edition of our Expert Insights interview, Leslie Spier (@LeslieSpier) shares her experience and ideas for building engagement within your organization.    

Join me, your On-Demand Workfront CSM, as I chat with Leslie about why Adoption is such an important topic, along with some of our favorite strategies. 

Check out the video below!    

Resources and examples mentioned during the interview: 

Advice: 

• Watch me work – you can watch your users work in the system to see their challenges, but also to test your assumptions for processes. 
• You can also film yourself working in the system to share out with your users so that they can see what’s possible. 
  

“Fun” Examples	“Tattletale” Examples
Contest Fun Email - screenshot  Informational Fun Emails - screenshot  Achievement Badges - screenshot	Usage Reports - Blueprint  Sys Admin Maintenance Dashboard (for Missing data) - Blueprint  Project Updates Report (and don’t forget to schedule it regularly) - screenshot

Other ideas: 

Leveraging New Hires as your “keepers of Workfront processes” 

• New hires are fresh in the organization and are ready to adoption the system and processes 

Feedback meetings and office hours 

• Remember what Leslie said about how users might approach using the system.  They don’t know all the cool things Workfront can do, so sometimes demoing a feature can build excitement 

Use scheduled releases to build excitement for new features (and take credit)! 

• New feature releases can provide Sys Admins with a new narrative and potentially solve challenges.  If you’re communicating the change, then you get to take the credit! 

Speaking of recognition, don’t forget to use the power of Workfront to recognize your users! 

• When they offer their ideas, attention, or even complaints, they are offering their gift of time and feedback. These are your unsung heroes, and no contribution is too small!  
  
  

Documentation Links: 

• All About Blueprints
• Last Note Report 
• Add basic conditional formatting to a view 
• Adding Dashboards to the Left Navigation Panel 
• Layout Templates – Pinning 
  
  

About Leslie: Leslie Spier is a dedicated customer advocate, with years of experience leading organizational change and driving marketing tech stack transitions over 10 years as a marketing project manager in both external agency and in-house agency environments. At Adobe, she has continued to be a trailblazer, piloting the first Workfront Customer Success Mid-Tier program before moving to the Scale Customer Success team where she shares her knowledge and enables connections across an even larger customer base.

[CynthiaBoon]

And as promised! Here are some examples of the emails, contests, and reports that we discussed during the interview.  Don't forget to have a little fun!