The Customer Success team is looking to create a more detailed onboarding guide for new system administrators, so from your perspective, once you had completed training and reviewed the Workfront basics, what should happen next? What would you consider best next actions for those admins just joining Workfront?
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Connect with other new admins! In many organizations admins are often their own little crew and sometimes that crew equals one person. It's so hard to not lose your excitement and enthusiasm for Workfront when you're the only person in your company that really understands or cares. Having a 'buddy system' of admins to bounce ideas off each other and celebrate each others success is amazing. I had a great call the other day with @Charleigh Loder‚ and @Benetta Perry‚ and it got me pumped to get back to work!
Also, I really think there is something to be said for empathy. I came into my organization thinking I knew exactly how Workfront should work and was baffled by why our users weren't using it, but then I took the time to get to know them and their struggles. I hold a 15-minute monthly one-on-one with each member of my team to talk to them about their Workfront usage and I have learned so much! It helps me become a better admin because it helps me understand my users and walk in their shoes for a minute each month. I highly recommend the practice if your organization isn't too big.
I agree connecting with other admins is great. The User groups are a great way to do that. In the Pittsburgh user group, we have a monthly call to chat about all things Workfront!
I highly recommend browsing the community site. I can't tell you how much I've learned about the tool from this site. People ask questions that your people haven't thought of yet and you (most of the type) get the answer as well. 🙂
@Samantha Isin‚ @Anthony Imgrund‚ @Heather Kulbacki‚ and @Sarah Nau‚
THANK YOU all for this incredible information, I've added each of these suggestions to our onboarding guide for new system administrators. While we at Workfront think we know what's best, it's great to hear your perspective on what is really needed. I can't thank you all enough, this is extremely valuable insight!
Answer assumes you're a new admin in an already existing implementation, versus helping a new deployment -
@Katherine Stibley‚ Thank you for sharing, and I appreciate you clarifying! We are hoping to deliver two different initiatives regarding new system administrators, so your suggestions give GREAT insight into the latter:
If you have any additional comments or best next actions, just let me know! I want to include as much from a customer perspective as possible!
For a brand-new admin on a brand-new instance - that's definitely an uphill battle. Having done precisely that myself, it can be done, but you'll be up against a heck of a headwind.
I can keep babbling, but for a new admin on a new implementation, it's less about technical skill and more about change management and user adoption than anything. Know the process, know the people, the rest will follow in time.
@Katherine Stibley‚ I love that last line regarding people and processes, because when it all boils down, without user adoption and effective change management, the (Workfront) technology piece wouldn't be a success. Thank you so much for sharing these great recommendations and I'll be sure to share these with new system administrators through this new welcome/onboarding guide!