Your Workfront Success Toolkit - Resources to Accelerate Adoption and Value

Join Nichole Vargas as she highlights the tools, programs, and expertise available to help you adopt, optimize, and scale Workfront with confidence.

Learn how to use Experience League and the Experience League Community for self-serve learning and peer connection, stay enabled through live and on-demand events, and accelerate outcomes with Premium Learning Services and Professional Services consulting hours, along with ways to get involved through the Adobe Workfront Champion Program, Experience League Community Advisors, beta programs, and more.

Transcript

Welcome to today’s customer success workshop, your work front success toolkit resources to accelerate adoption. If this is your very first customer success workshop, these are not sort of traditional webinars. So we really encourage you guys to be interactive, ask questions, raise your hand. Everyone should have the option to come off mute or raise your hand, come on camera.

And so, yeah, we’re just excited to share with you guys a little bit more about what’s available for you as work front customers. So from an agenda standpoint, I’m just gonna go through some quick introductions and then we’re gonna spend most of our time today on sort of platforms, people, how you can sort of give back and take some of that expertise your way. And then we’ll talk about some add-ons and enhancements. So I did leave sort of dedicated time at the end of the session for Q&A, but I really encourage you to just raise your hand or post your question in the chat and we’ll read those aloud throughout the session. So please do not hesitate to wait until the very end to ask your questions.

We will be recording today’s session. I don’t know that I actually put a slide in here for that, but we do record all of our workshops. So you guys are going to get a copy of this slide deck. You’ll get a link to the recording. You’ll get any resources that I may have missed throughout the presentation or that were shared in the chat. I’ll put those in a follow-up email. Keep an eye out for that email. It’s gonna come from the csatscaleatadobe.com email address, which is our shared team email. I’ll do my very best to get it out as quick as possible, likely anywhere from one to three hours after the event.

And so with that, if you guys are not familiar with the Skill Customer Success team, which is myself, Cynthia and Leslie, just a quick introduction. So as part of our team, we are responsible for really helping all customers, regardless of size, segment, industry, anything. We are here to help you along your Workfront journey. And so most people know us through our events. We put on upwards of 80 free virtual events every year for Workfront customers. You can find them on the events page on Experiencing. I’ll actually dive into that a little bit in just a second. We are also pretty active on the community forum. So you can always find us there. You can always tag us. We have a few things happening right now with our events, the summit blog.

We’re always available there. You can always send us an email. We’re not technical support. So don’t think of us as like, oh, something’s not working. Can you guys help troubleshoot? We do not have access to customers’ environment. So if you are looking for any sort of technical guidance in terms of like something’s not working as expected, please do submit a ticket or a case to customer support. If you’re looking for guidance on like adoption and governance, change management, like just some best practices, we’re happy to be a resource for you through our email. And then you can absolutely always connect with us on LinkedIn. And so Cynthia and Leslie were both former customers. They have sort of background in the SysAdmin PM world. I came to Workfront about eight years ago through customer support and training. And so we have over 20, 25 years, I think of Workfront experience collectively on our team. So we’re, like I said, we’re just happy to be a resource for you guys as you are either beginning or expanding on your Workfront journey with us. So platforms and people, this is the very first section. And I anticipate the very first few slides are kind of gonna be something that hopefully everyone is aware of. But ultimately this section, I tried to sort of categorize everything in this section or in this deck based on a couple of different topics. And so for this one, you’ll find, what are sort of the different tools and teams that you can take advantage of to, like I said, sort of help you guide you along that journey. And so the very first thing I’m gonna call out is experience. Like if you guys are not familiar with experience, like this is your go-to for all things Workfront. This is where you can find documentation. You’re gonna find training videos. You’re gonna find events. You’re actually gonna find the community forum. And so I tried to put a screenshot here of what that top banner looks like for you. And so when you drop down each of these, and I’ll actually open up a live demo here to just walk you guys through after I kind of go through a few slides here. But under the learn section, you’re gonna find the tutorials, the courses, the playlist learning paths are coming and perspectives. So think of these, not necessarily, I guess, perspectives, maybe let’s leave that one out of this, but tutorials, courses, playlists, and learning paths. These are sort of gonna be your on-demand training for Workfront. It’s gonna be a combination of articles, short form articles.

There’ll be short videos. There’ll be opportunities in playlists, which is sort of a curated list of select courses and tutorials. So you can kind of filter that by your role, your expertise, and then really complete your training for Workfront through Experience League. Perspectives, perspectives is something that is fairly new to Experience League, also found under their learn tab. And this is a, think of it as like a strategic thought leadership blog, but it’s written by either internal Adobe experts or customers, Workfront customers. And so this is going to be not necessarily a blog, but a best practices documentation. There might be some guides in there around a little bit more, not necessarily technical, but like I said, that sort of strategic guidance around Workfront based on real world expertise uses.

You’ll also find certifications, where if you wanna get certified with Workfront, there’s a handful of certifications around project manager, developer, fusion. You can absolutely go there. These are an additional cost unless you have a learning subscription, which I will also talk about in just a second, but know that that’s where you can find certifications. You can find the pre-test, sort of your homework that you might wanna complete before you even think about certifications. And then actually getting started and scheduling that. And then instructor led training. So if you guys are familiar, this used to be called Adobe Digital Learning Services, ADLS, this has since been rebranded. It’s now called Premium Learning Subscription. I will share an entire slide towards the end of this. This isn’t a paid add on.

And so I do just wanna kind of wait a second before I call that out, but that one is going to have anything around cohorts and on-demand sort of, if you guys were familiar with Workfront boot camps, these are sort of multi-day instructor led courses. That’s how you can navigate to Premium Learning. The documentation side. The documentation, these are all technical documentation. So all of the written articles. You can find it all for Workfront Workflow. You can find it for Workfront Fusion and Workfront Planning.

And then also under the documentation tab is a few resources that I really encourage everyone, if you haven’t already or don’t already have the bookmark, definitely bookmark these. Most importantly, the release notes. This is where if you’re on a standard release or a fast release with Workfront, say you’re on the quarterly release, this is where the product team is going to push all of the release functionality that is coming out with the latest release. So our next release is happening in April. So anything that is coming out in that release from a quarterly perspective is going to be published there. And it’s broken down by like administrative reporting, project management. So you can kind of get a sense of what’s coming. Known issues. This is something that from especially my background in customer support was something that we always recommended customers review. Mostly just so that you’re aware of what issues are currently taking place with Workfront. And you are more than welcome to still submit a case, a ticket to customer support. But it’s one of those things where it seems to be affecting multiple people. So it’s maybe not necessarily, sometimes people will call them bugs, but think of them as these are issues that the customer support team, the engineering team is well aware of. And these are the ones that they’re actively working on a fix, they’ll give you sort of a description. So that’s also a great resource for you. The events page. Again, I’m going to have an entire slide dedicated for this because one, this is our bread and butter as our team, but this is where you can find upcoming and on demand free events for Workfront customers. So it’s going to include both in-person and virtual. It’ll specifically be called out if it is in-person. But I just wanted to mention that this does not include user groups. So the user group program is run by Workfront customers. Those user groups are not something that are Adobe led. And so those have sort of their own homepage, but you can still find them on the community, like under the community dropdown. But I will share with that in just a second. Community forum, this is your way to connect, ask questions, submit product ideas. I’ll get to that in just a second. And then the support tab. So if we’re going left to right, this is where you can log, track, and manage your tickets with customer support. Just know that only authorized support contacts are going to be able to submit tickets here. So this is sort of that dedicated person within your organization that is going to allow you to connect with customer support. So that’s sort of your global header of experience. I’m going to jump into a few of these and then I’ll just quickly demo. But the community forum, I can’t speak enough. And I’m sure everyone here on this call, especially our experienced customers, will probably rave about the community forum. There is nothing like the Workfront community. Everyone is so generous, so willing to share their expertise with each other. And the community is such a great place for you to go and ask questions, ask for best practices, ask for recommendations from your peers. And so if you guys haven’t been on the community, likely within the last couple of weeks, the community did get, I’m going to call it upgraded. It just moved to a different platform in the backend, but you’ll notice a few changes around what the community looks like. So on the community forum, you can find a plethora of options from the new Community Pulse blog. You’ll find AMAs, which are Ask Me Anythings. And so some of the new functionality is now you can obviously have your product-specific community, which for you guys, it’d be Workfront, but there’s now discussion groups.

Think of them as, I think they’re called, people kind of remind them of Facebook groups. Transparently, there’s not really any for Workfront yet. Outside of the Workfront job board, but that is a great place where if your organization is hiring for new Workfront admins or a Fusion developer, that’d be a great place for you to go and post that recommendation for people to go and apply.

The Community Pulse, this is sort of a blog that pulls from all communities, not necessarily just Workfront, it’s going to pull all solutions. And so it’s going to have sort of updates, news, what the latest trends are happening. So if you’re interested in sort of a broad lens of what’s happening on the global community forum, that’s gonna be a great place for you.

The AMAs, these are Ask Me Anything sessions. These are kind of like Reddit threads where it’s an hour. Some expert, one, maybe two, will, likely, maybe it’s an Adobe expert, maybe it’s a Workfront internal expert, or maybe it’s a customer, and they will just answer questions live in the thread for an hour.

And so these used to be available sort of on the homepage of Workfront. It used to have a tab for events. Now you’ll actually find these under the community dropdown under AMAs.

Community Resources, this is new to the community forum. How to Guide Your Hub for Everything Community. It’s gonna give you sort of your navigation guides. It’s gonna give the code of conduct. Maybe just something to just quickly read through to sort of familiarize yourself with the community forum. And then Advocate Program. So this is where you can find more information on the Adobe Champions and the Community Advisors Program. I’ll go through each of those in just a second, but know that this sort of navigation of the community area has slightly changed over the past month or so. Also within the community forum. So now when you get to your homepage, say you were to click Community, and then you would navigate directly to Workfront, you’re gonna get to a homepage. And you’re gonna see your feed, which has all topics, questions, conversations, ideas, and releases. And so your all topics is gonna be everything kind of in one feed. Your questions is gonna be, if you have a question that you wanna ask, like I said, other Workfront customers, that would be your place to do it. You can see in the top right upper corner, you’ll see Create New Post, that blue button. That’s how you can create any sort of question, idea. I don’t think you guys will have access to releases. So, but that blue button in the top right corner will give you access to asking your questions.

The idea space. This is where if you have feedback enhancements, recommendations for how to improve the product, that’s where you can push those. This is something that our Community Manager reviews with the product team, I believe every six months. And they look at sort of what customers are asking for, what are some of the hot topics, ideas, most up liked or up voted. And then they review those and sort of come up with a game plan for how to either add them to the Workfront roadmap, or at least address them and say, hey, thanks is a great idea. But maybe not right now. The releases tab. I do wanna call this one out specifically because this is very new to the Community Forum. This is not a replacement for release notes. So this is not something that, like when I talked about the documentation side, that’s where you can find, what is coming out with the latest release. This is not a replica of that by any means. This is like, if there’s a new blueprint that’s been released, that’s not gonna go in the release notes, that’ll go in this releases tab. This might be things that the product team is asking for feedback on certain areas of the product. And so just calling that out, don’t go to the releases tab on the community for release notes, go to the documentation side, and then conversations. There used to be something called discussions and blogs on the old community. Now it’s called conversations. So this is like news, blogs, upcoming events, like when we post a event, we’re gonna be trying to sort of a work front type of newsletter, but you can find that in the conversations area. And so a couple of call outs on distinguishing these because I was a little bit confused transparently when I came across the new community. And so if you are looking at the all topics, so basically the entire feed of the community, and you’re wondering, how do I differentiate if I’m just scrolling? Like what’s an idea? What’s a conversation? What’s a question? Questions are gonna be labeled, which is kind of what I put in that red text box, you can see the purple and the green. So questions are gonna be labeled solved or unsolved. Ideas are gonna have an up arrow. So you might be able to see a screenshot, you might not be able to, but conversations, questions, those are gonna have like a thumbs up icon where people can like an idea will have an arrow. And that’s how you know, cause if you wanna up like it for the product team to review, it’s also gonna have different labels like new, accepted.

I forgot the one that is where they say like, I’m sorry, this is not gonna be added, but just know that that’s what sort of the tag or label is for ideas.

Releases are gonna be labeled update feature or feedback. And then there are no labels for our conversation. So just calling that out from the feed standpoint, also new on the community. You can now follow your favorite contributors. So if there’s a system, if there’s a work from customer that you’re like, oh, I love when this person posts questions, or they’re always, you know, adding new ideas to the community that I think are great, or maybe you wanna follow Cynthia Lesseride, figure out what we’re posting on the community with upcoming events and you know, latest news around Workfront. You can actually click on a person’s profile and there’ll be a blue follow member button, which I’ll show you guys in just a second. And that’s how you can follow them. And then when you go into your own personal profile in the community forum, you’ll have an option for like, look at the posts that your followers have posted.

So that’s new. The other thing is your, how to sort of filter your community feed. There’s really the best option is recently active, but I’m gonna just say this. And that recently active is not, it might be a post from three months ago that someone just posted a comment to. So it’s not necessarily the most recent post. It’s the most recently active post. So just calling that out as you are navigating this new feed.

And then last but not least your community profile. So when you go into the top right corner of your header bars, you’re gonna have a dropdown for learning, which is your, think of Experience League and Experience League community, even though they are sort of one platform, think of them as Experience League is your documentation, your training, where community is your community engagement. So if you click on your avatar, and then you click on my community profile, this is where you can add your headshot, which I really encourage you to do just so that we can put a name with a face. You can also manage your notifications. So if you’re like, I’m not getting any notifications from the community, or I’d like to get more of them, this is your place to do that. This is also where you can manage your subscription. So you can subscribe to conversations. So for example, like we have a summit blog happening right now, you can absolutely subscribe to that so that you get notified anytime a reply is added to that. So that’s an option for you. And then you can see here, I took a screenshot of me looking at Cynthia’s profile, and you have that blue button for follow member. So your community profile is gonna be that dashboard that houses basically your entire engagement activity, but also your profile settings and any other followers or subscriptions that you would like to manage. And then last but not least is your recognition, your community rank. And so there is a program on the community forum called the Community Advisors Program. I’ll share a little bit more about that in just a second. But you do have to have a certain amount of engagements. You have to get to a certain level. You have to get to level six. And that’s really just based on, you know, how frequent you are replying to posts, people are marking them, people are liking them. So you kind of can get different badges, ranks and levels within the community forum. And the reason I call this out is because if you are interested in becoming like an Adobe Workprint champion, which is also a fairly new program, we really encourage you to be a very active member on the community as well. So you don’t necessarily have to be a community advisor, but it definitely is a little bit better in terms of your application if you have that recognition already available. So let me just quickly jump into Experiencing just so I can really highlight this because I wanna spend a lot more time on anything else. This is the banner image that I’m talking about. So this is where if you go under Learn and Workfront, I’m just gonna call out a couple things.

You can either kind of create your own profile where you can find different playlists and tutorials. You can search based on like your role. Maybe you are an administrator. Maybe you want just courses and maybe you are an intermediate user. So you can find things through the Learn area. You can also go directly here into each one of these. Your documentation, I’m just gonna call out the couple things when you go into Workfront. Yes, you have your product documentation, your Fusion, your planning documentation.

Here’s your API, your API Explorer, if you’re interested in text mode. But then also this right here, this section right here is very important. And that’s what I’m talking about. These are your release notes where you can find those quarterly or fast release, what is coming up, and then your known issues. Like I said, these are things that the sub-team is actively aware of. So Community, again, Workfront, if I click on the Workfront Community, this is where you can create a question. I have the option for conversation and idea. You guys might have different options, but that is how you can sort of engage with your peers through the Community Forum. Like I said, there’s the questions, you can navigate through each of these, and then really just understanding like the different icons and labels to navigate your feed. So that’s the Community. Let me just jump back into it and I’ll finish one more slide, and then I will pause for questions. So Adobe Teams. So just giving you guys an overview of what Teams are available to you that, like I said, can help with a range of activities, again, while you are using Workfront and you’re looking to either grow, expand, renew, whatever that looks like. So first and foremost, customer support. This is a free resource. Everyone should have access, at least as an admin, if you’re an authorized support hand to submit tickets, but ultimately every customer has access to customer support. They are going to be your best resource when it comes to technical troubleshooting. If you are spending five minutes in your instance and you can’t figure it out, this is your first line of defense. Submit a ticket, they’re available 24-7, and they can absolutely help you jump into your instance if needed and get you taken care of. You also have an account team. So if you have questions around renewals, you want to grow, you want to purchase, say, consulting hours, connect with your account team. If you don’t know who that is, please let us know, and we’re happy to provide that information for you. But this is your primary resource for all things account-related. Customer success. Yes, Cynthia, Lesley, and I all fall within customer success as part of the SCALE program. We have our events. There’s also opportunity for certain customers to have engagements, but ultimately we’re responsible for helping you with adoption, with value, with making sure that you have measurable results to share back with your leadership team for Workfront. Experience. I just kind of talked through what is available to you on Experience League from a documentation, training, and community perspective. Again, this is where you can find those events. You can find the AMAs, which are those Reddit threads. And then ultimately the idea space, which is where you can submit product enhancements. The community manager will work with the product team to review those and get back to you, like I said, every few months. Adoption marketing. This is another team within Workfront that hosts webinars.

I know that they’ve taken a little bit of a hiatus, and that’s because they only recently hired someone back into a role here. So you will see more of these webinars coming up from the adoption marketing side. They also run email campaigns, especially for newer admins, or you might see in product guides around boards or planning.

Sometimes these might be run by adoption marketing. Sometimes they may be run by product, but ultimately they also are responsible for the champion program and the Workfront user group program. So I’ll get into both of those in just a second, but that’s who sort of owns each of those programs. Premium learning services, like I said, is formerly Adobe Digital Learning Services. This is a paid add-on, but this is where you can enroll in cohort-based learning. This is very new. The instructor-led learning, which think of these as like two, three-day boot camps and on-demand courses available to you. Professional services. So if you are interested in consulting hours, migration, Fusion, customizations, this is where you can always work with your account team to purchase blocks of hours, or maybe you even want to hire your own WSA, which is the Workfront System Administrator, which is someone who can basically function as your sysadmin of your instance if someone in your organization does not have that bandwidth. You also have the option of getting a WSA plus Fusion, which is someone who can also do admin duties plus Fusion consulting. And then ultimate success. So ultimate success is available for customers and it’s a paid add-on. So I think I’ll go through the sort of different levels of support plans at the end of this session, but this is an opportunity for you to get priority support.

You can have a team of dedicated experts, you’ll get success accelerators.

Again, these last three here are paid add-ons, but I will share with you guys a few slides in just a second. So any questions here, cause I’ve just been talking for 29 minutes straight.

Okay, let’s keep going. When I talk about giving intake, this is a way for you to one, give your expertise back to the community and also take some of that expertise that has been shared with you. So most importantly, in-person and virtual events. You guys clearly are already aware of this since you’re on today’s session, but ultimately events found on the experience league page are gonna be your best bet. You’re gonna find workshops, you’re gonna find customer panels, you might find in-person learning opportunities.

And so, like I said, it’s gonna be called out if it is in-person. So just keep that in mind. There are new in-person events that just recently got launched called Adobe Insider Tour. So you’ll see one on the experience league events page today for Seattle and Atlanta. And so those are happening, those are done in partnership with the product team. And like I said, user groups are not included here on the events page because those are customer led. So you’re gonna find those through the community dropdown. I always recommend just filtering by product equals work front. And honestly I bookmark that page. So I just know how to access that. On a regular basis, we do send an announcement center message through work front every month to system administrators to inform you of all of the events for the month. But you also have the option to just navigate here yourself and find whatever event that you think would be a good fit for you. Also something that’s very new, Cynthia has been working very hard on getting all on-demand events that we’ve done to the on-demand events page. And so now when you go to the events page, there’s a section for like, can’t make it browse recordings. So when you go under there and then you choose buy solution, work front and work front, you’ll find all of our past, I think everything is there except for a few past release webinars. You’ll find what they called workshop rewind, which is you’ll find basically sessions like this. Quick takes, which are short videos, you’ll have expert insights, which are 15, 20 minute interviews with internal experts and customers and classics, which are events dating back to like 2020. So most of the time you guys will probably be looking for release webinars and workshop rewind. So please take a look at that page if you haven’t already, we’ll be migrating all of our stuff there soon.

Work front needs or groups. Like I said, this is run by the adoption marketing program. And so this is customer led, it’s your way to just connect with other work front customers either in person or virtually. It’s basically organized by city or state.

And so there’s an opportunity for you if you don’t see your city listed here, you also can reach out to Julie Wilson and be like, hey, I don’t see my city listed. I’d love to create a user group program and they can absolutely work with you on getting that set up. Some of these meet on a pretty regular basis. I think a few cities have even done some sessions in person. So we as internal Adobe work front employees, we are not allowed to attend these. So these are 100% customer led, customer driven, customer engagement. And so I really encourage you guys to really join your local chapter if you haven’t already. And then there’s also two completely virtual chapters, the champion office hours and the content supply chain champion programs that these are gonna be strictly virtual. I know the champion office hours has an upcoming event maybe another week or two on fusion. And so, like I said, this is gonna be led by the handful of work front champions. So two great options for you in person and virtual. And it looks like a new chapter from Minnesota was even created this week. So that’s very exciting.

Community advisors, I know I talked about this before, but this is a way for you to just be recognized as an expert in the community. And think of it, this is like sort of the most engaged work front customers, which also can help if you are interested in the champion program, this is a great way for you to sort of get started. And so you do get custom headshots, you’re gonna get some swag, you’re gonna get, like I said, elevated applications for the champion program, you’re gonna get biannual calls with the product team, complimentary vouchers for experience cloud certification. So if you’re interested in certifications, this is a great way for you to sort of get one of those for free.

You do have to have, I mean, I would say in order to even get to level six, you typically have to have a pretty decent experience with work front. So I really encourage you to, if you are like, oh, I really wanna be part of this program, really just start now. I know applications are gonna open in March, April of this year, but this might be an opportunity for you to start working your way so that come next year, you are ready to go for your application.

And then the champion program, and even, I can see a few champions here on the call, but this is an opportunity for you both personally and professionally to get you in front of leadership. And so this is sort of the best of the best of work front. These are customers who have one, given back to the community, but are also experts in their space and can also really help influence the product roadmap. And so this is an opportunity for you to sort of get front of line if you are interested in things like speaking at summit.

You get to go to the Adobe Champion Forum, which is two days at headquarters. You’ll get an opportunity to just connect with, 20 of work front’s top customers and have a debt, they have dedicated sec channels, they have regular meetings. So this is a really great smaller community within the work front area that is just exceptional.

It’s highly competitive. I wanna say there was like 275 applications for work front. And I wanna say about 20, I can’t count how many are here, but I wanna say there’s somewhere around 20 to 30 work front champions, 37, amazing. You guys are rock stars. So if you are interested, the applications are going to open in the spring, typically that’s like a May timeframe. So definitely get started thinking about your application so that you are ready to go come May.

And then experience maker awards. This is also an opportunity for you to put a spotlight on yourself and your organization. And so granted experience maker awards sort of, I’m gonna say just happened, where we’re gonna be announcing them at summit or at least celebrating them at summit, but work front falls under the conductor category.

And so this one, you do have to have work front and Adobe experience manager AEM, but this is a way for you to just showcase how you’re using work front and AEM together from a content supply chain perspective. And really just, like I said, kind of celebrate the wins that you’ve accomplished in your organization to ideally be celebrated at Adobe stage at summit where you’ll get complimentary passes, you’ll get to go to a gala.

And also this is something that if you are not selected, that’s okay, it’s also still a great way for you to one, put your name out there. And if you are interested in some additional speaking opportunities, maybe outside of summit, people who are not accepted as experience maker awards finalists typically will have opportunities to be like, hey, we’d love to have you present at adoption marketing webinars or customer success webinars. So there is definitely still opportunity for you to celebrate the wins at your organization, but this is sort of that top celebration in a war that you can win within Adobe.

And then beta programs. So work front does have a handful of beta programs available. This is a way for you to sort of get your feet wet, do a little testing, participate with the product team to figure out like, these are things that are not yet live to customers. So it’s a way for you to sort of share feedback with what the product team is working on so that you have opportunity to sort of shape what it is is happening. And so there are a few beta programs currently available. Some are in closed beta, some are in open beta. And so just know that you can go to the list of available beta programs page on the experience league site and it’ll tell you a little bit more about each one of them. Right now we have Canvas dashboard, there’s Project Health, work front AI reviewer, and then work front planning designers. So these are four different beta programs. Like I said, for you to just go in and help shape that functionality. And if you are interested, definitely reach out to your account team and just say like, hey, I’d love to be notified when things like this pop up because you might not, you’re not gonna remember to go check this page every month, every three months. So it might just be worth a conversation with your account manager to be like, hey, I’m super interested, could you please just kind of keep me in the loop as things come up.

Any questions so far? None in the chat right now.

Okay, hopefully you guys are just taking this all in because I’m giving you a fire hose of information here.

Okay, add-ons and enhancements. So these are all gonna be paid out on. So I’m just letting you know, I’m not saying that you guys have to buy all of these, I’m just letting you know that these are available as options for you, should you wanna go that route. I am not in the business of sales, I am here to just enable you on what’s available. Adobe Summit. Obviously this is Adobe front and center stage, Workfront is not a huge part of Adobe Summit, but definitely a big part of it in terms of the content supply chain. And so it’s happening this year in April, which is a little later, but April 19th to 22nd. So right now you can access discounted pricing, which I think ends tomorrow for $300 off. So please do take advantage of that if you are interested in attending. And if you have already signed up, I just wanna call out this session scheduler is live. So this is how you can actually sign up for labs, sign up for the skill exchange sessions. These fill up very quickly, very quickly. So I really encourage you to go in and find the ones that would be most applicable to your role and register for them early because it will fill up. Other things to know at Summit. There’s an opportunity for you to sign up for pre-conference training. So your regular Adobe Summit pass is only gonna give you access to sort of the three day general summit attendance. But if you wanna purchase an additional pre-conference training, there is opportunity for you to do that, which happens on Sunday, the day before.

Free certifications are available with a full conference pass. So when you buy a ticket to Adobe Summit, you also have the opportunity to complete a certification. So if this is on your bucket list, if you’re like, great, I wanna be part of a champion program, this would be a really great opportunity for you while you’re at Summit to just maybe go take one of those certification exams.

There’s gonna be customer and partner-led skill exchange sessions. The best thing to do is just filter for session type equals skill exchange, and you’ll find it. Those are always some of the hottest sessions at Summit just because they are customer-led.

There’s also product demos at the Workfront booth. We will share a map as soon as we have it readily available. And there’s sometimes opportunity for you to connect with a product manager while you’re attending that booth because people are just walking around looking to connect with customers.

We will also be doing a sort of networking app, which we’ve done for the past few years at Adobe Summit. So I’m not sure if Cynthia, Leslie, and I will be there, but if not, we will absolutely be creating a GroupMe, which is an app that is not gonna share any of your information. It’s just a way for you to just join. And it’s basically like a group text with other work fronters at Summit. And we always try and organize networking breakfasts at least the first day or two, just so that you guys can, especially if you’re traveling alone at Summit, you can find other work fronters. We do always try and get someone from product or someone that’s of value for you guys to attend some of those networking sessions. So more to come on that. We will be sharing updates in our biweekly Summit blog on the Experience League community. So when you go to the community forum, right now there’s one pinned. We’ll be doing biweekly Summit updates with sort of news updates, whatever you need to know. So just keep an eye out for that. And that’s where we’ll also share more information on the GroupMe app.

Permium learning subscription. So I know I talked about this before. This was formerly Adobe Digital Learning Services. This gives you an access to a library of self-paced courses. It’s gonna give you access to the cohort-based learning, which is very new. I know Cynthia Lezzi and I have tried to be a part of that in terms of like the beta group and delivering some of our expertise. So these are gonna be smaller groups that are gonna be together for, I believe, six weeks. And you’ll kind of go through different trainings together. Premium learning subscription also has enterprise-wide access compared to what it used to be. So when you do buy this, this is gonna get everyone your organization access to the training. You’re gonna have hands-on workshops and then that free certification, those vouchers for free certifications.

Professional services. This is probably one of the most overlooked areas of Workfront. I would say, and I know Cynthia and Lezzi would agree as well, I know they always kept ours in their back pocket as customers. And so this is, professional services, think of them as sort of an extra person in your team. They can, if you have an idea and you’re like, I’m not really sure how to execute on this, or I wanna build this process and this custom form that’s gonna capture all of this information, but I don’t have the time, bandwidth, expertise, this is your people. These are the people that can absolutely help with this. You buy consulting in blocks through with your account team. You can do it for integration consulting. You can do it for a full implementation. You can do it for just like I need help with, creating a request queue and a report and a custom form that goes with it. You also have the option for data migrations and data integrations. And then there’s also the opportunity, which I know I mentioned earlier, which is the opportunity for you to buy a Workfront System Administrator or a Workfront System Administrator plus Fusion, which acts as sort of your, if you don’t have someone in your organization who functions as your system administrator, you can hire basically someone in professional services to do it for you. And they will just be an ongoing, basically consultant and admin team for your own instance. So it’s a win-win. I realized that this is a paid add-on, but I’m gonna say if there’s any add-on, that’s gonna be worth your time and investment. It is professional services.

Ultimate success. This is something, an ultimate success with integrated services, which is very new. So there are three levels of engagement with Adobe. So when you buy Adobe or Workfront, you’re either buying an expert plan, ultimate success or ultimate success with integrated services. If you are not sure, you might wanna ask your account team, but I will say, the reason I did not include expert on this was because I was not sure because I wanted to consider these are the add-ons. So if you just buy like generic Workfront, you’re gonna get Workfront expert success. If you wanna sort of upgrade to ultimate success or ultimate success with integrated services, these are the sort of add-ons that would come with that. You get a team of, a dedicated team of strategic experts. So you might have a technical account manager. You might have a customer success manager.

You might have an enterprise architect if you have integrated services. You also get access to a priority queue when it comes to customer support cases, or you might even get technical support sort of hands-on with integrated services.

Ultimate success comes with a mutual action plan, which is this mutual agreed upon plan that you guys are going to come up and work on together to maximize your investment with Adobe. You’ll also get success accelerators, and you’ll also have access to events that are ultimate success only.

And then with integrated services, if you wanna go, you sort of get everything you get with ultimate success. Again, you also get that enterprise architect. You’re gonna get hands-on activation. So these are outcome driven engagements. So they’re anywhere from four to 12 weeks long.

And then, yeah, I think, so it’s kind of really just depending on what it is you’re looking for within your organization. But I did include a chart that you can kind of see what the difference is between expert ultimate and ultimate integrated services if you are interested. So I think that is all I have for you guys, other than a link to upcoming events, which are happening later this month and into March. So events from next week on Fusion, creating automated branded PDFs to Cynthia leading a session on turning work from Blueprints into real-world training programs. Like I said, the in-person sessions in partnership with product and product marketing are the insider tour in Seattle and Atlanta. Admin chat, these are our sort of open forum discussion events where you can bring your question and crowdsource with other folks in attendance and Workforce Power Trio. That’s gonna be led by a former customer consultant on, like I said, planning workflow and Canvas dashboards, and then our Admin 101 series. So I’ve done a lot of talking. I don’t think I have any other slides and I’ll get to that survey in just a second. But does anyone have any questions or maybe wants to just call out, did I miss anything or is there a favorite resource that I shared that you’re like, I need to double down on what she just said? I was just gonna double down on the professional services. I know I put it in the chat, but. I also was gonna double down on that. Yeah, oh yeah, and then like, yeah, it’s so good, so good. Yeah, I put a lot in the chat, but I think it’s worth repeating, like as someone, also hi everybody, as someone that is a team of one, you can’t do it all on your own. Like it’s just not possible, especially depending on how big your org is and you do get time off. You might wanna use that as leverage and just reminding the business of like, it’s risky to just have a single source of failure and that’s not promoting yourself or anything like that. Like that’s just pure numbers, pure business. So it’s always good to have someone that you can kind of work with, partner with. I personally don’t do any of our fusion scenarios just cause it takes long enough to plan out what it is, but then to also go and build it is another kind of like double work. So it makes more sense to kind of outsource that to our consultant and then I can focus on the reports that support it or the new workflow or whatever it might be. So it’s a good way to kind of have that in your back pocket and if you are someone that wants to learn fusion, getting the, what is the acronym? WSC, WCS. The WSA, well, there’s an option for WSA plus fusion, but there’s also fusion consulting hours you can buy and like integration consulting hours. Yeah, and they have like a little program internally. It’s not anything that you need to request, but if you let them know that you wanna learn fusion, they’ll kind of show you, here’s how we did it, here’s why. So it’s kind of a way for them to build whatever you need, but also you get up to speed so that in the future, you can start making your own.

And like, yeah, sorry, it’s just, hi.

I like your jacket by the way.

I just wanted to also say like, if you’ve never used them, they’re going to teach you what they did. Like that to me is like the bonus of like, yeah, you’re gonna be like sort of, hey, can you help with whatever? WSA, fusion consulting, remote consulting, but like they’re gonna be like, this is what I did so you can recreate it. It’s like, it’s not even one plus one equals two. It’s like one plus one equals a hundred. So just saying.

Also, I know there’s a question about certifications and I just wanted to say, summit free certifications. So I know you wanna talk about that Nicole, but I just wanna say. Yes, I will. Also, are we gonna talk about certifications later? Can I save my comment? I mean, I don’t have anything else to present. I’m more than welcome to just jump right into certifications. Yeah, as someone that has taken many certifications over the years, doing it at like an Adobe sanction thing is the way to go. Like if you haven’t done one at home, I don’t recommend it. It’s highly stressful. You have to clear everything off of your desk. You have to move everything out of your office, show the entire room with your camera, put your phone in a special place, show that it’s locked. It’s a whole thing. And I wish I was exaggerating, but I’m probably forgetting steps that probably gave Cynthia PTSD as I was describing all of this. Whereas if you do it at summit, you literally just roll up with your backpack and say, hey, I’m ready to take this test. They double check your ID with your face to make sure that you are you and you’re taking your test. So now I can’t take your test for you. Some of them you wouldn’t want me to. And then you sit down, you take it, you leave. If you wanted to take five of them, you could do that. There’s no limit on how many. And it’s so much easier just to go that way. So, and depending on how many you take, depending on the price and when you got your summit ticket, or if you haven’t, I think the last discount ends like tomorrow or something, it’ll be cheaper to go to summit instead of like paying for each of those certifications separately.

Monique, correct me if I’m wrong, but you don’t like schedule a certification at summit. You just show up. Yeah, and if you’re arriving on Sunday, so I don’t know if anybody knows, but they move summit. So now it’s Monday through Wednesday with pre-stuff happening on Sunday. Most people arrive the night before anyway. You can also do your certifications there.

Rhodes S there will be a sign. And also like once they kind of do all the planning, it’ll be listed in like that packet that you get of like where it is, but it’s a specific room that you just show up. And then you go in the hallway and I’m like, are you certified yet? Go do it. And Workfront was the one that had the most certifications last year. So if you’re competitive, use that as your carrot.

Yes, and as soon as we, like I said, we don’t have the map yet for summit, like how things are gonna be laid out and where rooms are gonna be. But once we know where say certifications are gonna be and where the exact Workfront booth is, and then also if you join the GroupMe app, I’m sure there’s gonna be people in there being like, I’m gonna be doing my certification while I have an hour, two hour gap.

And so you guys will get the information, I promise.

In terms of Janell, you have a question on recommendations on what to do to prepare.

There are practice exams and let me just reshare my screen here.

If you go to experience, again, go to learn and certification and then choose Workfront.

These are the different certifications. So say, for example, you wanna do like the project manager certification.

This is kind of gonna give you the general overview, that’s gonna give you a details, there’s gonna be a study for an exam, it’s gonna give you a practice test and exam prep guide.

Those are gonna be great resources for you. I will say that sometimes the practice tests are not, they’re not gonna be a replica of the actual exam, but it’ll give you an idea of how the questions are gonna be structured. I felt like that was most helpful for me.

And so Janell, I see you have a hand raised, so let me, I don’t know, is this related to certifications? You maybe were just giving me a thumbs up. Yeah, I was trying to react, but yeah, thank you. That helps just lay it out where it’s at and how to find it.

You bet, I’ll put this, I can always put this link into, maybe I’ll put this into the deck and I’ll also, if we wanna put this into, let me just go back in here.

So if I go back to this certification catalog and go to Workfront, I’ll just put this in the chat here for you guys.

All right.

I know Leslie had put a link to a survey in the chat and that’s mostly just so that we can capture your anonymous feedback. So please, any and all comments, honesty is appreciated.

Otherwise, does anyone have any questions while I have you guys for four minutes? Otherwise, you’re free to have a couple of minutes back in your day.

All right, let’s do it. You guys probably all want a break for your next meeting. So have a great rest of your afternoon. Thank you guys for joining today’s workshop, keeping out for a follow-up email. I’ll do my best to get it out as soon as possible and we will hopefully see you soon. Thank you guys. Bye everybody.

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