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Best method for new requests / how to manage them

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Level 4

Hello!

 

I'm new to my company and 'training' different departments to the set up of WF / how to utilize it.

However, I've noticed existing teams and departments already using the software are all using it differently  When a new request gets submitted some departments are just using:

1. A report to go through it / make comments / reassign (screenshot 1)

2. The standard kanban board 

3. The workload balancer (screenshot 2)

 

I'm wondering why they all use different tools and methods and If anyone suggests one method over the other / the right way to be training other departments

 

Thank you!

 

 

1 Accepted Solution

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Correct answer by
Community Advisor

well... everyone is different.

 

And the teams probably do different work, and are in Workfront for different reasons.

 

Since you're new to the company, there is some value in doing some job shadowing with these different teams -- just follow them around, ask them to teach you how they use the system, why they use it that way (what is the value) and why they wouldn't want to use it any of the other two ways.

 

Ultimately my feeling is that as long as everyone on the team agrees to use it the same way, and the work over the whole company can be somewhat reported on in a similar manner (i.e. your reporting has somewhat of a theme even with disparate workflows), you probably don't have to force everyone into one mold. I think the right way is to try and foster user adoption and satisfaction, with a bigger picture of data quality behind it. 

 

From a longer term, roadmap perspective, you might also benefit from watching this recent video on establishing a Center of Excellence. https://experienceleaguecommunities.adobe.com/t5/workfront-discussions/system-admin-essentials-estab...

 

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If you liked my post, please like my ideas at
https://experienceleaguecommunities.adobe.com/t5/user/viewprofilepage/user-id/17528599/contributions...

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1 Reply

Avatar

Correct answer by
Community Advisor

well... everyone is different.

 

And the teams probably do different work, and are in Workfront for different reasons.

 

Since you're new to the company, there is some value in doing some job shadowing with these different teams -- just follow them around, ask them to teach you how they use the system, why they use it that way (what is the value) and why they wouldn't want to use it any of the other two ways.

 

Ultimately my feeling is that as long as everyone on the team agrees to use it the same way, and the work over the whole company can be somewhat reported on in a similar manner (i.e. your reporting has somewhat of a theme even with disparate workflows), you probably don't have to force everyone into one mold. I think the right way is to try and foster user adoption and satisfaction, with a bigger picture of data quality behind it. 

 

From a longer term, roadmap perspective, you might also benefit from watching this recent video on establishing a Center of Excellence. https://experienceleaguecommunities.adobe.com/t5/workfront-discussions/system-admin-essentials-estab...

 

--------------------------------

If you liked my post, please like my ideas at
https://experienceleaguecommunities.adobe.com/t5/user/viewprofilepage/user-id/17528599/contributions...

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