How do you bring Compliance into Workfront as part of your projects? | Community
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R
Ryan_McGee
Level 5
May 18, 2021
Question

How do you bring Compliance into Workfront as part of your projects?

  • May 18, 2021
  • 2 replies
  • 894 views

Hi all:

We are rolling out the red carpet to our compliance partners to start using Workfront as their tool to review and approve projects inside the tool. Ahead of that, while we have some plans in motion already for implementation, we wanted to see if there was another FinTech partner that has already brought in Compliance into the tool, so we can learn the best practices and pitfalls.

I don't think we need a large group for this, but if there's appetite for a bigger one that's fine. We're looking for a targeted person(s) for this initial meeting in the next week or so just so we can level set with some confidence for our approach.

If anyone would be interested, please ping me!

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    2 replies

    L
    LeighHa
    Level 4
    May 19, 2021

    Hi Ryan,

    Our Marketing team uses an approval workflow with the Compliance team. Let me reach out to their project coordinator and I'll message you later.

    R
    Ryan_McGeeAuthor
    Level 5
    May 19, 2021

    Hi Leigh: Can you email me at rmcgee@mfs.com when you hear from that contact? Would love to have a quick call ahead of actually bringing in our Compliance team in order to make this the most impactful that it could be. I'd love to know some times early next week you're free so we can try and lock down 30 to chat.

    Thanks so much!

    J
    JenniferMiklasz
    Level 4
    May 19, 2021

    Hi Ryan,

    We've had Compliance as part of our process since day 1. Happy to share how we use it.

    thanks

    Jennifer

    R
    Ryan_McGeeAuthor
    Level 5
    May 19, 2021

    Hi Jennifer: Thanks for reaching out! Can you email me at rmcgee@mfs.com? Would love to have a quick call ahead of actually bringing in our Compliance team in order to make this the most impactful that it could be. I'd love to know some times early next week you're free so we can try and lock down 30 to chat.

    Thanks so much!

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