My first question is about the different licenses that you have (planner and worker) for your different teams. You might have said this, but for your planners, do you have project managers who are the planners, or are the majority of planner licenses marketing professionals managing their own campaigns?
Most team members may be a project owner (for their own project = planner) or simply a project contributor (worker) on projects that are executed on their behalf. So because they still need to retain the ability to manage their own projects, we keep them as planner.
What was the onboarding of the legal and compliance teams like? Any tips that really made it work?
Not having them have to jump between tasks and proofs was our key. That way they could have a simplified UX and custom report when they first log into WF to see their proofs they need to review this week, almost like a work queue. When you keep things simple from a UX, and give them the awesome abilities of mark-up and decisions on the proof itself, they were pretty happy. Once they decision, it is removed from their view and they can go to the next one. It was also important to have "meta data" associated with the proof come over -- which portfolio? who submitted? So we enhanced a custom form on the proof upload screen so this type of information can be captured and easily viewed by the reviewers in Proof.
Did you train on reviewer vs approvers? You say its better now, how did it get better? More exposure to the system over time? We ended up hard-coding in the background of the proof approval when we absolutely needed to only have a reviewer or approver. Otherwise, yes it just took time explaining to submitters the difference in the result you will get. Sometimes this meant people had hang-ups or delays, and then they learned and we used that to reinforce to others.
Another thing it seems like you were really good at was having executive buy-in. Would you say that was critical to your success overall? We have a lot of compliance and regulatory metrics we're watching for. With Workfront, our ability to catch problems and correct pre-launch has increased, saving us money and improving our risk profiles. That is key for our leadership first. The other UX improvements, process consistency wins and productivity gains are what keeps us going.
