If you missed our last Coffee Break, this text-only event takes place here on the Workfront Experience League Community. Post your questions, hot tips, key takeaways, and favorite Adobe SUMMIT sessions, and let’s chat about them! We’ll be interacting live for that hour, but the conversation will continue!
For some guidance, here are some sample topics you can ask the Workfront Scale Customer Success team about:
You can access Workfront Summit sessions on-demand by visiting the Adobe Summit Workfront Session Catalogue. Please note that Adobe Summit labs are not available on-demand.
Note: If you cannot make the live Q&A, that’s okay! Ask your questions now in the Community thread below and your question will be answered in the order that it was received.
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Cynthia Boon is a Business Process Professional dedicated to process improvement, building efficiencies, and implementing innovations to help organizations achieve strategic goals. With 20 years of project support and implementation, she has had the opportunity to serve as a technical writer, training facilitator, instructional designer, performance consultant, project manager, product owner, and systems administrator.
Nichole Vargas is a go-getter, committed to exceeding customer expectations. Her customer-focused mindset combined with experience in Customer Support and Training Operations at Adobe Workfront is the building blocks for which she helped to build an extremely successful Scale Customer Success program from the ground up. When she’s not challenging herself and others to choose courage over comfort to ensure personal and professional growth, you can find Nichole outside hiking with her golden retriever pup.
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.
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I'm going to break the ice and get the conversation going!
Did you have a favorite part of Summit? Something cool you learned? Hot tip you want to share? Lingering question?
As someone that attended virtually and is catching up on the sessions, I'll share one of my favorite hot tips
Click the "1x" in the bottom of the video player and you can speed up or slow down the video!
What are your questions, tips, favorite sessions, etc.?
Hey @lspier! Thanks for starting this up - super bummed you and Cynthia weren't able to make it, but I really enjoyed my first year at Adobe Summit!
Our company is currently working on developing and integrating WF and to say it's been a long road would be an understatement. My favorite sessions were the ones that provided customer success stories:
As the primary admin for WF training and onboarding, I was most interested in hearing how people approached training with their teams. A couple of my favorite takeaways were:
I would love to get additional tips on tricks on how best to approach onboarding and training since we're rolling out this platform to our entire global org (40+ teams, 300+ individuals, etc.).
Adding these 3 to my list!!
Feel free to reach out to me on training in mass tips. I think I've made every mistake possible at this point
Thanks for sharing the sessions you enjoyed! I'm dropping some links here for easy reference for anyone that's interested:
Ok - now to your question - let's talk training!
It's also good to spend some time in layout templates. Try to simplify the layout to what the users will need and reduce any extra noise. It's helpful to provide training/documentation in a couple different avenues if you can - live walk through, videos, step-by-step notes, screenshots, since people learn in different ways and it takes repeat exposure for things to stick.
That's a great starting place! If I think of any other big tips, I'll add them and if anyone else is reading this and has any hot tips for training for @cperotin feel free to reply!
Changing the playback speed is a great tip!! Definitely will help as I go back and watch all the ones people have mentioned as their favorites.
While attending SUMMIT in person I had three focuses.
@lspier @NicholeVargas @CynthiaBoon In Workfront, if there any way to tie the start and due date to the parent task rather than the child task. We use an ongoing hours project to capture our non-project related hours. We duplicate the parent task weekly and it would be useful to be able to change the dates once rather than for each child task.
Great timing! We just talked about how to handle "non-project" hours yesterday during our Strategic Admin Chat event. I totally get the challenge of needing to make the date changes easily to the child tasks. Since Workfront reporting is dependent on hierarchical objects, the child tasks need to drive the start and end dates of parent tasks so that Parent Task reporting is accurate. (And I have to say, I love a Parent Task Report.
If you're thinking of moving to tracking those general hours to timesheets, you can always create some "buckets" in the Hour Types.
I'll DM you with the recording from yesterday if you want to listen to the conversation on the hours buckets.
I've been knee-deep in building a presentation/language for rolling out time-tracking for our group (wish me luck), so honestly haven't had a lot of time to digest and revisit the sessions. But will in the coming weeks.
I will say the hands-on sessions were PACKED with content and seemed rushed. Also, they were plagued with technical issues that either didn't allow the scenarios to be executed as planned or cause people to get behind and have to try and catch up. That's my only gripe about the week.
I can back with excitement and will try to wrestle some duties from that powers that be....who aren't doing anything with their powers.
@MarkTEvans It was so great to connect with you at Summit!
I'm not sure there is 1 easy solve for getting users to track time but I can definitely say if you have leadership buy-in, you'll have better luck with the rollout and communicating the why with users! I'm pretty sure you were in attendance, but if not, HERE is a link to the Customer Panel on Logging Time where 4 customers (Madalyn, Ram, Daniel and Lindsey) all share their best practices on getting started.
Let us know if there is anything else we can help with as you get going!
Thanks @NicholeVargas ,
I rewatched that and actually reach out to Daniel (thanks to networking) and he said the exact two things you did.
- Leadership buy-in
- Explain Why
I've got the why part covered but having trouble getting the all leadership to communicate their buy-in. We'll see how it goes, presentation is tomorrow.
Question for @NicholeVargas - since this was your first conference ever, are there any tips you would give to someone thinking about attending next year? Things you know now that you wish you knew before?
Great question @MoniqueEvans - I have so many thoughts on Summit, so here it goes!
I truly had such a fun time at Adobe Summit meeting and getting to know you all
For those who missed Summit and are thinking about attending next year, all I can say is start preparing your business case NOW! I figured I would be wandering around The Venetian all week by myself, or sitting with other Workfront folks for keynotes or lunches, but that was the total opposite of how my week went. Workfront customers are special - you all created a community that was envious of everyone else at Summit and I never saw a Workfronter walking, eating or attending labs alone. I felt proud to be a part of Workfront that week. So for anyone thinking about coming to Summit next year, and especially those who may come alone, know that you'll have a big group of people to surround yourself and network with.