Hi all! I'm hoping the Business Case gurus of these fine forums can help me out with a bit of a quandary I've encountered on my quest to build a better Workfront experience for my users :) (sorry for the lengthy read ahead, but much appreciated if you make it all the way through!) We are currently in the midst of evaluating our request submission process, and are working toward using the Resource Planner, Scheduling Tool and Utilization Tool for our assignments to users and resource allocation. We would also like to build a process solution that will eventually be able to make use of the Business Case feature in Workfront, so we no longer have to manually assign priority to the list of projects in our queue. We currently have a system in place where issues are submitted by our sponsors and routed to Request Queues by brand (we cover multiple brands). Our brand managers approve/reject the issue via an Issue Approval Process we set up for them, and if the issue is approved, it then goes to our creative project managers to convert the issue to a project, assign a template, Creative resources, etc. The two snags we've run into are 1) by the time the issue has become a project, it has already been approved by our Brand Manager, and 2) even if we wanted to have them review it again WITH a business case, we would need to bounce the project back and forth between multiple users multiple times to do so (something like this:)
Sponsor submits request
Brand Manager approves request
Creative PM converts to project
Sponsor updates business case
Brand Manager reviews business case and approves again/rejects
Project is automatically prioritized in the Resource Planner using Business Case information
Brand Manager reviews priority list with Resource Manager
Resource Manager budgets projects and notifies Brand Manager of projects that fall below the red line for resource availability.
Ideally, the system would be something more like this:
Sponsor submits request (complete with business case)
Brand manager reviews issue, along with business case
Creative PM converts to project
Project is automatically prioritized in the Resource Planner using Business Case information
Brand Manager reviews priority list with Resource Manager
Resource Manager budgets projects and notifies Brand Manager of projects that fall below the red line for resource availability.
I am only left thinking I've either overlooked something, or there will need to be a fundamentally different way of handling project requests if we want to use the Business Case feature in Workfront. If we were to allow our users to create projects directly, we would need to stock up on our Plan licenses (which is not my favorite option). Long explanation to reach a short (but complicated!) question: how do you handle Business Cases and Request Queues? Or do you even use Request Queues? Mike Perez Tailored Brands