Hi, Here are my notes. A bit thin, some might be flat out incorrect! :-) .Either way feel free to add your own comments. Thank you for attending.
Workfront Maine User Group -Wild Lobster Pod!
October 18, 2019
Meeting Agenda:
11:30 -12:00 Arrive, meet and greet:
Hannaford Home Office, 145 Pleasant Hill Rd. Scarborough, Maine.
Park in visitor lot, proceed to visitor lobby and sign in.
Steve or Nick will collect you in the lobby and bring you to the conference room.
12:00-12:30 review agenda, lunch provided
12:30-1:30 topic discussion
We started with intros and brief descrip tions of our use of the platform. We talked about number of users and number of admins etc.
Custom Forms
Are you creating them yourself?
What are you automating? What information are you collecting?
Teams are using custom forms to reign in missing information. We commented that they must be written with the existing company vernacular/jargon in mind. Many companies use custom forms as an input form for strategy. The purpose of the strategy custom form was not to provide evidence for job approval, but to collect details, identify gaps in information.
Jax has a "post completion" form that documents revisions and other job performance metrics.
Diversified has a "why is it late" form that documents each time a schedule is pushed out. Both are used for continuous process improvement.
Task Duration Do people use calculated assignments, simple, etc.?
This was discussed, if anyone has notes -feel free to add thoughts.
Workfront Experience
Has anyone tried it?
What do you think? Issues? Biggest improvements?
A few had tried it. General comments were that it was buggy, and that some functionality just was not there. We also discussed that If you were adding or training admins a good time to do would be after the new experience has launched.
System Administration
How many admins do you have?
How many active users?
Do you handle multiple groups? If you help four groups how do you handle separate needs?
Most companies have 1-4 admins serving 30-350 users. I think all admins have "day jobs" meaning that the admin role was not their primary duty. All agreed that they could make significant improvements if they just had more time.
Reporting: Open to Suggestions
What challenges do you have? what do you want to know?
How do you get better support from WF?
Task completion stood out as a large challenge to accurate reporting. Some admins will login as another user to audit the number of tasks that need to be checked off (the task is complete) and provide that feedback to the user to improve reporting accuracy.
Integration:
What other software programs are tied into your instance?
What tasks are you tying in? i.e. accounting, purchasing, inventory
Capacity Planning
How do you gauge a worker's workload?
Hours? Number of projects? Number of tasks?
Do users log their time?
Nick mobile: 207.420.7939
Steve mobile 207.318.7044 Nick DiBiase
