Interested in connecting with a global sys admin team with 500+ Planner licenses or similar | Community
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Lila_Whitney
Lila_Whitney
Level 4
September 22, 2021
Question

Interested in connecting with a global sys admin team with 500+ Planner licenses or similar

  • September 22, 2021
  • 3 replies
  • 1177 views

Hi WF Community,

WF is expanding across my organization (awesome!) and I would love to connect with another team of power-users here to learn from your experience with scaling up. How is your team organized, how do you maintain your training, process documents, site map, etc. General governance best practices.

  1. If you're available to connect, let's chat and set something up. Would love to learn from you.
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    3 replies

    A
    AnthonyPernice
    Level 7
    September 23, 2021

    Hi Lila,

    My agency is approaching 1,000 users. I'll admit we are struggling with training and consistent use of the system, but a good portion of that is due to the fact that we are made up of 7 semi-independent working groups all under a single Workfront instance.

    Some lessons I've learned (often the hard way) is to dial back the customizability for many users. We had a TON of views, filters, reports, etc. with varying degrees of quality and no naming convention. We created policies where projects left untouched for too long are closed out and set up recurring emails to send those reports around.

      ElenaDooley
      ElenaDooley
      Level 4
      September 24, 2021

      "We created policies where projects left untouched for too long are closed out."

      Anthony, I'm also trying to achieve this and want to hear more about your approach. I ran a massive cleanup campaign recently on projects + many other objects (issues, reports, custom fields etc.) and plan to do this at least bi-annually. I have also been closing out projects left untouched, just telling the project owners that we are cleaning up our instance and identified projects X, Y and Z that have not had any updates in 6 months so they will be auto-completed. What criteria are you using in your policy? Have you received any feedback from users?

      ElenaDooley
      ElenaDooley
      Level 4
      September 28, 2021

      I wish I could vote 100 times for this!!! Idea: Targeted Report Emails (workfront.com)

        Lila_Whitney
        Lila_WhitneyAuthor
        Level 4
        September 23, 2021

        Hi Anthony - thanks for reaching out. Would you be open to a 30 minute coffee chat with me and two of my partners to pick your brain and ask some general questions? We're in Chicago, central time.

          A
          AnthonyPernice
          Level 7
          September 23, 2021

          Sure thing. I won't pretend to have "all the answers" but I can certainly speak on our philosophy, our solutions and some of the challenges we still face. I'm on Eastern time and I have some time this afternoon after 3:30 and there's (as of now, anyway) nothing on my calendar for tomorrow.

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