Driving Value - Introducing Advanced Enterprise Operations Capabilities in Workfront

Explore the possibilities of Advanced Enterprise Operations as our Product Management team introduces capabilities that provide the visibility and control that enterprises need to operate profitably and efficiently. In this session, you’ll learn what’s new, why it matters, and how these innovations will help your organization streamline operations and drive better outcomes.

Transcript

Welcome everyone. This is Driving Value, introducing the Advanced Enterprise Operations Capabilities and Workfront. This is the first of a series that we’re doing, but the first question everyone asks, hold, it is being recorded. We are recording it a couple different ways. Sonia and Vasya are probably the most excited for this because, let’s just say a year ago, it did not work well for us. We’re recording two ways this time, so you can count on me.

Okay, your Workfront scale customer success team is here.

I’m here, Leslie’s here, Nicole’s here, we’re here to support, Carrie is here as well. But who are y’all excited to see and talk about? This is the Advanced Enterprise Operations launch. We’re going to do the intros and then we’re going to go straight into the slides and our speakers today. Our speakers today are Vasgan Vavrijan and Sonia Espejo. And I am so excited and grateful that they’re here to talk to us. So Vasgan, let’s go. Thank you. So I wanted to anchor one thing for everyone. Today’s session is going to be mainly an overview of the capabilities that we have released or are planning to release. And then we’ll give a lot of time for the Q&A. This session is really meant to drive the questions from you. So we are here to answer those questions and the slides are here just to provide context for those questions.

So I’m starting from the very first thing here is what is the problem space that we are operating in? What we are seeing today is that services driven work always has a margin problem, really. And that is true whether you run an agency, an in-house creative studio or a shared services organization. The same gap is always there is what was committed versus what was actually happening. And you commit things like rules, hours, budgets in terms of rate cards or like intake forms. And people work on it at a certain rate, at certain project with different statuses. And the delta between the two is where the problem lies. When that gap is invisible between what was planned and what is actual, there are surprises. There are quarter-end crunches. There are audit conversations. And this was the space where we attacked with these enhancements. There are three main customer outcomes that we want to drive. If you switch to the next one.

Three main customer outcomes and I’m going through those one by one. The first one is we wanted to provide a single source of financial truth from the rate cards to the assignments. So the problem it solves is that there is a gap between the hours that were sold and the actual hours that were locked. And this is where the margin is. Today that gap was usually in spreadsheets and we bring it into a system of record. So it changes as a result. Previously you had one blended senior designer rate. So that’s changing with this functionality is that now senior designer is not just one rate. It can vary by seniority, geography, client, contracts. If the rates change meeting engagement, they apply forward without rewriting the historical data. Role substitution is in place so you can see who actually did the work versus what was sold. And you can see those also per assignment and non-labor. It’s not just about the hours that were sold for designers or humans. It’s more about also non-labor costs like the studio time, equipment, vendors. And you can see it in the same view. So there are three capabilities that are targeting this use case. It’s financial management, custom form enhancements and non-labor resource management.

So the second outcome that we want to drive is already on an enterprise scale basis. So when someone asks, can you prove that this data is isolated? You can actually show them in the system. And that is especially true for agencies serving competing clients or any business that needs some separation between the units. You have to be able to demonstrate that separation and the business profiles, cost and billing, data separation all allow that in the system, as well as there is a full audit trail on permission changes, staffing changes, full evolution of plans, which allow you to trace the changes that were made in the system in case an external audit comes up. And capabilities behind that are enterprise permissions and historical data tracing.

And the third outcome that we are enabling is connecting top down commitments to bottom up reality. And that’s related to the staffing and commitments to client, to stakeholder, to your own leadership. There can be a miss. It is not usually at the contract level. It’s between what was committed and what’s actually happening. And for that, we’re introducing the capacity claiming on the contract or program level, resource calendar on a visual drag and drop, like 15 minute availability for actual work, time phased assignments and retain or draw down tracking.

So if we go through what capabilities are enabling these types of changes, there are some that are available today, five of them and some that will be available in the next half of a year. So first is financial management. And what it does is we are introducing great cards with role plus location plus client attributes, data effective rates, cost and billing, hierarchies and multi currency. We’ve exchanged a rate history. There’s a lot of information about that on experience league on all of those capabilities. So there are training courses as well. So a lot of resources are there to help you get acquainted with these functionalities. Because the problems it solves is that if you have same title, like two senior designers from two different locations, but they are working with two different rates. It can be a designer from London versus a designer from India, for example. And that’s where the margin is created. So you can still assign a senior designer, but the rate is different.

If a train changes, it applies further. I mentioned that already. Same thing for currency. If your exchange rate changes for like dollar to euro conversion, sometime in between the project, you can make that change safely without worrying that historical data will be overridden. And you can easily see the margin impact per assignment when you are trying to make the determination on who needs to work on this task. The margin impact is visible in real time.

So that’s financials. The next we have on the list is enterprise permissions. So I mentioned the isolation problems. Business profiles is a construct that we built that allows you to create one user with one role in the application in one group and a different role in another group. So that way the data isolation even works within the groups of the system. So one person can be a financial controller in one department and a resource manager in another, and their visibility to financial data differs as a result based on which project they land on in which group. The problems it solves is isolation between competing clients, for example, or also separate business units. One user having multiple roles, having capacity data hidden across system teams, so that’s especially applicable to holding company agencies where those subsidiary agencies compete with each other so that capacity data should not be visible, as well as cost versus billing separation where you have certain information which is cost related, but some which is revenue related, and you actually want the billing information to be visible to the project manager in some scenarios, but you don’t want them to see the actual costs.

So that’s permissions. And historical data tracing is what we have shipped in terms of project snapshots. So today you can already create project snapshots which capture the full state of a project, not like baselines previously which were capturing just the top level information. The snapshots today allow to capture all the information about the project such as the task lists, the financial information you can drill down into the snapshots to see all of the detail as if you would to a project, and you can compare different snapshots together with the current state to solve that comparison scenario and see the trends. And there are also audit trails there which are defensible inside of the system instead of showing like screenshots and exports so you can easily point the auditor towards a snapshot so they can see how the data was looking. And there are a lot of enhancements on custom forms and fields but the main problem that kind of circles all of those enhancements around is that we made some logic changes there that allow you to define state dependent behavior of a form. So for example, if your project is approved, this field is no longer editable. Like that’s a validation rule that you can set up today. Similarly, you can set up if a project is submitted in this portfolio, this should be the default value if not this other thing should be the default value. So it’s all dependent on the state of the object. And you define that through the custom form through the advanced logics. We have introduced conditional formatting there, again, dependent on the state. So for example, if your budget is over a certain number, it shows red, if it’s below it shows green, like these are the things that will allow you to do in the custom forms or in it today. And the problems that we solve with this is that you can log fields based on the status I mentioned that you can have one form with many use cases, instead of creating different forms for all of those use cases and try to jungle all of those forms around.

And the last one on the capabilities that is available today is the custom localization. So historically, Workfront was localizing its user interface through native fields. But the customer created content such as custom field labels, business rule messages, like admin defined terminologies, those were not translated. And that was resulting in some weird experience in some global customers. So this capability that we have shipped allows you to define the custom label you want to translate it and then define the translations for all of the Workfront officially supported languages. That way when your users are looking at the interface in their language, we will see the terms that you have defined there. And there are certain jurisdictions that require local language UI such as Quebec. And if you’re operating in that area, that’s like a legal requirement for Workfront to operate there. Similarly, mixed language workforces in on one global instance and your customization historically stayed in English now they do not. So that’s the main value proposition for this one. So, all of these capabilities were already available as of April 16, which was our quarterly release of April. So if we go next next we will have the capabilities that we plan coming in age to 2026. And these are really related all around resource management. So I’m starting here from a new visual resource calendar with drag and drop 15 minutes granularity of items and the time phase data model underneath. So you some of you may have heard us talking about unifying the data model between the different resource management solutions. So we have done that. And this is a first of the solutions that are going to be available on the new data model. And there are the problem it solves is some technical work that you have to do quick edits brief sessions, which are also highly paid for example quick edits on the video for a producer who is a very high cost rate per hour, you have to track that work in really like granular detail because you can’t really allow yourself to book them for an hour the delta can be too much. And it’s going to be time phase not average. So you’ll see what was committed when and you’ll be able to see like forecast versus actual reconciliation. It works because the underlying model now is consistent between the plan between the KPIs that you are looking at. So next, after the bottom up resource management is non labor resource management. And that’s bringing non labor resources into work around such as studios, equipment, physical assets like things like that. And they will be the same booking and margin model as labor. So that will allow you to see the full picture of a project margin which was incomplete without the capture of non labor shared facilities reservation so that your users will know when to book which facility and also templates and bulk operations will allow you to automate this at scale. So you can book in recurring bookings as well as automatic recovery based on the templates.

So that’s how you can design the project are created by it will can be compared against your original plan so that you can see already how was your plan initially or stuffing. And how does it match to what is actually happening in the system. And what it allows you to do is you can connect the staffing plans to a contract, such as a rate card as you negotiate with a client, but also it can show you internally like for an in house agency. How are you planning for a year and how is that different from what is being asked of you on a daily basis and avoid layoffs really are over been trying to always fight for this resources all the time. So yeah, these are the age to deliverables that we’re targeting right now. So if you go next into going to pass this over to Sonia will talk about packaging. Thank you so much again. And I wanted to take before going into the q&a take a moment to explain again the packaging and the differences we know there’s questions on that. So bear with me on these two slides and the first is clarifying right clarifying that packaging on any of the capabilities that Basque gun has talked about we he was showing on the slides that you’ll have access to what package they were on. But also when you go to experience league as you would do in in generally you will always have of the at the top of the page the access requirements so that we that is already there in experience league and we continue to plan on to showing that in that way right. There is a nuance that I wanted to clarify which is with him. Sometimes we say it’s the old packages with I wanted to say that it’s 2023 packages. And because we, I know that a lot of you are in those packages that are from 2023 right and I admit, we should have done me made our lives easier by calling it something different between work front ultimate and workflow ultimate.

Our bad. We should have seen ourselves some headaches there but the reason why just to give you the context is in 2003 there was the work front ultimate that was defined as a package that had everything but as the product evolved, and we added things to Adobe work front as a product right like planning. We felt like that wasn’t really telling the whole story and that’s why in 2025 when we talked about the repackaging we always, and you’ll see in the next slide, but I just wanted to explain it now like we talk about our product as Adobe work front right but then we have the three distinct but connected modules of planning of workflow which is core work front essentially right but calling workflow, just work front felt that we were leaving out other parts of the product right so that’s why the decision was made to say planning workflow and automation integration. And when you have the three of them that’s when you truly have the whole Adobe work front product, right, and, and we know that most of the core things you’re doing work front are part of workflow. Again, we realized that the the naming. And it’s quite similar and we’re thinking about ways to making that easier as a transition as everyone gets used to it. So we have heard the feedback for sure. And so what we wanted to say on the packages is, as always, when you have the conversation your seller your account owner will help you, you know what package you’re in the idea is like you. You can be right now on 2023 packaging, and we can have more conversations if you were to need capabilities right now before renewals but there, there will be a cutoff right that at the time of renewal in terms of capabilities in packaging and that’s why us as a product team when we’re talking about when we are releasing and capabilities we focus on 2025 packaging. Having said that, there are certain foundational capabilities that we consider that are key to very much foundational to the product that have been released to both 2023 and 2025 packaging right like those, they, they are considered to be foundational to how this resource and financial management capabilities, a type of capabilities that are, again, very much core to the product and that’s why they are on both packages but most of them and I’ll show in a second. And we’ll be aligned to the, to the new packaging so to the 2025 packaging, specifically to workflow ultimate and workflow prime. It is possible that in the future we add things to planning ultimate for example right but they would be certain is that they will be in the 2025 packaging, right, unless, as I was saying, we, we deem the capabilities to be so foundational that then it’s released to all the packages. And we included in this slide, and maybe Cynthia’s you can quickly show you’re going to show the students to. Yeah, so just QR code, guys, I’m about to do. Oops, sorry, everybody. Wait, just clicking, I’m just clicking all over. Okay, so this is our QR code. That’s where the QR code goes I think, again, with always with with packaging conversations. The best step is to speak with your sales rep and have a conversation, but this describes very much like detail by detail on the product entitlement so that’s why we wanted to include it there. And now, if you can go back to the slide.

Yeah. Um, I just wanted to.

On the next one I just wanted to show like how, how what I was talking about planning workflow automation integration, where they fit right and as I, as I was saying, foundational capabilities so there’s been certain work that has been done on certain improved permissions or on some, our object enhancements etc that have been released to both 2023 and 2025 packaging. The majority of the things that Basqueen has covered a are shipping in workflow prime ultimate. And if you guys are not familiar the bundles right because the core offerings of the bundles that we released in 2025 are essentially the combination of, for example, the planning and workflow bundle has planning ultimate and workflow ultimate so if you have the bundle, you will have all the capabilities under those two packages right same for the planning workflow automation integration bundle. Um, so that was a. Again, like the sharing with you guys the thinking behind the packages, and again if needed we will have conversations with your account rip. Um, but just to reconfirm that all information whenever you’re in experience league and you look for a capability. There’s always the details in the. Access requirements. In access requirements, you can always check that for sure. Let’s talk about this for a second because there’s another lot of questions, and I wanted to get through the slide. So let’s y’all know that I’m an old school work front or I’m a year 11 at task. So I think there’s a couple of challenges if you’re a brand new. And we’re just gonna say work front for now brand new work front customer in the last year or two you’re probably like, Yep, this makes sense. If you’ve been a work front or for a long time. And you’re like, wait, is it workflow is it work front like what is the bundles right okay so first thing I just want to kind of reiterate what Sonya just said about Adobe work front now.

Is considered three things work front planning workflow, which workflow is what og work front is it’s the work front core is what we call it right like our basic stuff automation integration fusion. Right. Okay. So that’s the first thing we just want to, like, like, kind of wrap our minds around. So when we’re talking about and it matters because when we’re on experience league and we’re going to pull up at like one of the documentation. And just like Sonya said, like, when you’re on experience league documentation, it’s collapsed, but there’s always an access requirements, which is super helpful because it’s first of all, it’s going to tell you what what what like is this planning workflow fusion. And what you know package is this a part of. So the reason we wanted to stop and pause and kind of talk through this is because this is number one in a series that we’re going to do through the rest of the year. And yes, we’ll share this information again and again, but I just want to make sure that we cover questions in this area when we get to Q and A that you’re going to have. But I think we put it in the chat and Sonya put some links as well. Just remember, A, like if you’re ever confused about what you have, who’s your person, what’s going on, support, support, support. I cannot stress enough. Open those support tickets and say like, what am I on? Who’s my salesperson? Like they’re going to be able to look in your account and get information for you. So like, A, that’s a first step. B, if you know your salesperson, just like Sonya said, like there’s enablement for sales, there’s a bunch of information that they have, and then you could reach out to sales. So just want to throw those things out there. And again, from an original OG work front or like myself, y’all remember the days when, you know, if there was something new that came out, it went to like it went to everybody. Right. It just like it just was foundational. But some things are now a part of packages. So again, I know I’m just reiterating what Sonya said. So hopefully Sonya you’re okay with that. I just want to make sure like that there’s a lot of questions and that we, you know, kind of address like there’s a little bit of Adobe speak in there.

And we just want to make sure that there’s, you know, we’re talking through all the questions. I think were we done, were we going to, let’s talk about the upcoming webinars. I did say there was a series.

I’m going to go ahead and open it. So I created a post. It’s out here. And like, obviously, this is today. So there’s, it’s just going to be an ongoing post and we’ll have like deep dives. Like Vosges started out saying like, this is an overview, we’re going to do Q&A. But there’s a deep dive in every single one of the capabilities planned throughout the rest of the year. The next one is going to be those custom forms, localization, you know, the validation, all of that stuff that and so that’s going to be in June. So as the team confirms the dates with me. I’m going to update this post. So I would, you know, that’s why we got a fancy little QR code so that you can subscribe. And then we’re going to just continue to put like resources, all that stuff out there. And then as the recordings become available, we will take the registration links away and put the recordings. So you’re going to, this is going to be a nice one stop shop for that. And we just wanted to make sure that y’all are aware, like this is just step one of what’s coming up. Okay, so go ahead.

I just wanted everyone to see on the different dates for the Q&A.

Right now, right, the different it’s essentially as Cynthia was saying one per month and they are going to focus if you see the titles. They focus on the different it’s a deep dive on the different capabilities that was going to give an overview on right so for example, June is about custom forms a localization July is about financial management capabilities. August permissions and business profiles etc right there’s another first look on September since there will be a major release that’s planned for October, things like that. So I just wanted to give you guys a moment to go through the titles because if there’s any questions that you have. Today, or like something that you are wondering that we might want to address in these sessions, let us know today so we can make a note and that will give us the time right to prepare for something specifically that might be addressed in this different session. So I just wanted to give everyone a moment to kind of like scan through and see the different topics that we’ll be covering before we now move to the Q&A. I love that yeah and I’ll also really quickly I’m going to go I’m actually going to skip to a slide because I wanted to show what you were talking about.

Sonia about I’m just going to click on you know one of these right.

See here we go so. Yeah, when we’re talking about and of course this is the worst example.

There it is. Nailed it. Access requirements everybody. This is what we were talking about. See.

That’s I know it’s literally like across it’s not just on the enterprise advanced enterprise operations capabilities. It’s like this handy information has been added to pretty much every part of the documentation. And I find it incredibly helpful. So if you did not know that was here because it’s just you know collapsed highly recommend that you just check it out when you’re looking at the documentation. Okay, now I will stop talking and we can do Q&A. Okay, I’m going to stop sharing my screen.

Are you all ready for people to come off mute? There’s a couple of technical questions that went through the chat. Should we go through those? Yeah, I made a note that you have Vasgan and then we can open up.

I moved some over to the Q&A so they were hopefully easier to kind of scroll through so Vasgan if that’s helpful. I didn’t put everyone’s name by him so just kind of listen up and I think you were going to turn on mics if people wanted to come off mute and clarify their questions. Absolutely. Yeah, so I will do that right now while you guys start. If you don’t mind starting with the questions I’ll work on that technical piece. Yeah, I saw the first one. Let me try and go in chronological order. As much as possible, Jennifer Rupe last about different rates for the same role, and she was hoping you could explain how this plays into the configuration between rate cards and cost revenue settings for projects, specifically if this requires user rates on the project level and phase out the various role based rate options.

Yeah, so let me respond to that. Obviously there will be a much deeper dive in July in this capabilities, but on a higher level we introduced a new revenue type on the tasks and project on tasks. So if you go on the tasks you’ll see user and role hourly that’s a new revenue type it has like all of class fixed and with cap options as well. So once that revenue type is active this new rate hierarchy kicks in. So the hierarchy is as follows. If you override the rate on an assignment level you can override the rate on a project level or you can put the rate on the rate card level. And that’s the order by which the rate is being picked up. You don’t need to put like user specific rates, role rates are working just fine there. That’s why it’s also called user and role hourly. And if you have a user rate it will take precedence but the role rate is picked right next. And that’s true for every level. And that’s how the hierarchy works on the project you can attach a rate card. When you attach a rate card that becomes already the source of rates for the project. Then you can go into the rates tab of the project and manually change the rate that becomes a project level override. And then you can go on an assignment when you are actually assigning a person in the advanced assignment UI and change the rate there. And that becomes already the assignment level override. So all of those are in place and where is the defined hierarchy between those. Long story short you don’t need to switch to user based rates. Role based rates work just fine.

Amazing. Thank you Vascon. There was another question and perhaps Jenny you might have to go on mute. If context is needed just it said will there be a time tracking clock added to go along with this? I think it’s when, do you know when the 15 minute increments and yeah go ahead Vascon. Yeah I remember that context of that question popping up in the chat at that time. We don’t yet have the time tracking clock on the roadmap. One thing we’re also thinking about in terms of time tracking how do we make it easier with AI. So like instead of just trying to capture everything with like a stopwatch type of an activity which is imprecise because you have to like start and stop it every time you go to a different location and things like that. It adds additional labor on the user. We are thinking on how we can make it easier and just track a lot of these things automatically. So more to come there but time tracking clock is not currently on the roadmap.

When I saw it I was like Vascon you’ve been a part of Wordpress. Everyone’s like there it comes again. That’s a question that we’ve asked for for like 10 years. I’m just you know. Do we want to address the really quick one about slide, it wasn’t slide six I think it was like slide 18.

Yeah like where the time phase module will be. Easy. Yeah go ahead. It’s an easy one.

Not planning.

Vascon can you explain where time phase will be? Yeah. Is it in planning or is it workflow and workload balancer. I assume that refers to the resource calendar. So it will be targeting the workflow workflow because it’s really focused on the execution of work rather than just planning work in 15 minute increments. So that will be where it will live. Will it be workload balancer version 2.0 or not. We don’t have an answer to it just yet. We’ll have to figure it out during H2.

And yeah it was that is the screenshot on the bottom up resource management.

And there was another question from Kristin on whether there will be any new features come with API updates that are discoverable in the API explorer.

Some of these new features like resource management specifically with this new data model that we are introducing we want to make it available through the API as well as the MCPs that Workfront is planning to launch later this year. I think end of month if I’m not mistaken. So you will be able to interact with that data both through your custom integrations and through your custom harnesses. Some like Claude, Open AR or Gemini Enterprise and those that will be available for the others. We need to make like individual determinations on which capabilities we make available through API and which ones we do not. Like rates, for example, is something we want to make available, but not the full hierarchy of rates, because that will just be too complex to operate with.

Sounds good.

And I’m seeing this might have been a follow up when you were talking about the time tracking and Vazganon, whether there’s a way to pull all the our availability and time of the project team in a single calendar view. Yeah, so the cards that you saw in that calendar view will be customizable so you’ll be able to see the availability versus planned in there for sure. So you’ll be able to see that this person is overworked, for example. There is also another capability that I didn’t show but it was kind of blended into the top down capacity planning was a way to for you to create a time phase to like a metrics report of data. And it’s very customizable so you can pull in any like custom KPIs in that report. And it’s again built on the same data model so you should be able to pull those data points in.

Thank you. Awesome.

So, I want to also answer couple that I see here in Q&A, Kerry, you pasted for AI collaborators. There was a question on that, to have unified approvals enabled and it’s only available on the new workflow plan so it’s like the whole chain of events there. I would say, for those types of scenarios where you want to have access to a certain capability in those new packages but your renewal, let’s say is coming way late in the year, I would just reach out to your account owner and we will try to work something out there. But overall, the new capabilities that we are releasing will be available in those new packages, only those foundational ones that Sonia mentioned. We will be releasing them across the board because we don’t want to put like in artificial limitations in there.

And there is another one about need to buy up to either planning or automation and integration or is it still optional to grow with just workflow. And there are several questions in here so I’ll just answer that one. So, is it necessary to buy planning or automation and integration for the workflows that you want to do today so the more the time goes, you’ll see more differentiation from us putting in those different packages. So the capabilities that we ship at orient around planning activities, like an infinite board, for example, for planning or things like that, we would be putting them into a planning packages. So if you decide to stay on workflow exclusively you will be missing out on those workflow will be more and more oriented towards the execution of work of that was planned in the planning workflow. And as you come to automation and integration, there you will find things like fusion builder and things like that. So if you are interested in those capabilities. It is in your interest to branch out for the full suite to cover the entire system of record from a planning to the execution to the measurement of information and for the automation and integration in between. If you want to just orient around execution workflow should be fine for a longer term. And another question, go ahead. Yeah, another question there was is there a source and capacity moving or staying in workflow. Similarly, like capacity planning type of activities which are primarily planning will likely go into a planning package and execution oriented capabilities like scheduling type of things will go into the workflow.

And I was going to say we’ve as a team over the last several years. We’ve done a lot of making the case for and Sonia, maybe we could talk after.

But I think this might and y’all tell us, but I think it might be a good session for us to do sort of like making the case. You know with your executive team for like what sort of packages and contracts like that since this is like this. There’s going to be a lot more feature functionality coming. So if that’s something that y’all would like us to do a like and I would call it a workshop like we will fully workshop like how to build a deck to share with your exact. So like here’s what we think, you know, we want in terms of you know packages and things like that. So if y’all would like that we will put that on the list of sessions to create.

Okay, gotcha Lisa.

Done.

Um, what was there was a question, I think in there. Did we get everything in chat so far.

People can start raising their hands to if that’s a yeah. If you’re willing to talk to us here. I know our chairs the answering questions in the chat. Exactly. I feel like I think we’ve tried to answer sometimes the answers were in the chat or in the q amp a but it goes back, we’ve missed something.

Speak now. Yeah, just, you got the power. Yeah, I wanted to say like, feel free to raise hand and ask questions about the packaging as well because I don’t feel like we answered it fully from there so if there is still some questions left, like we’re here to answer those like no question is our own question here so we’re here to answer. Yeah, we can talk about it again if something’s not clear. You’re amongst your closest 130 work front line friends.

Here is a safe space.

And we are working on more clarifying documentation to make your lives easier, our lives easier everyone’s lives easier. So we’re, we’re definitely working on that it’s always tough with with packaging and pricing conversations because often the answer is like, you have to start a conversation with your account rate because every account is very specific. But, and again if there’s more questions happy to answer them, the. I’m now used to the work front workflow. And so it comes easier.

It comes easier with time.

I’m, I’m actually on site present with an early adopter of these features, and some of the asking teams is actually here as well, and fielding questions and walking through the features that in a deep level it’s really exciting to see them come to life. I think the, the top down and bottom up capacity planning is something that we have heard for so long and being able to talk about your profitability and actually match how people are assigned to work and being able to get visibility, do have visibility into their capacity and whatnot. So, curious if anyone would want to come off mute and just, just talk a little bit about you know what you’re excited about and how if I, like I said the bottom top down and bottom up capacity planning is kind of a big big one so I thought we even saw some claps when that came up so, or any of them. I was gonna say really quickly for Greta’s question. I mean, just keep in mind that the bottom up resource management that’s going to be later. That’s H that’s second half, H2 as we like to say around here. But I that is a good question. Is that going to be in the 2023 or workflow ultimate.

But boards is amazing. If anyone cares.

Boards is fabulous. I loved boards.

I’m just saying the words to Andy if you can tell by my tone. I also agree, but it has stalled so anyway, loved yes past tense.

But there’s always hope. Anyway, so, any, did anyone come up here to raise your hand. I don’t see anything.

I can speak to boards as well. Oh yeah, are you gonna say something good or bad. If you’re gonna say something bad that does anything.

No, no news is good news in some scenarios. I think one thing I would say about boards is like there are three ways we’re looking at boards today so we first changed towards AI we are currently evaluating where in the application do we need to invest time in building an interface, all together like resource calendar is one such example where we decided that this is an interface that we want to still be available in this age of AI. And we put resources in there for boards the jury’s still out we haven’t yet made that call. So that’s one reason why there are no like major enhancements on boards to see another thing varies. We’re also looking at it in terms of data, and in terms of a workflow, like what kind of data does boards capture and what kind of workflow does boards can enable. So one example that we saw recently on one of our customers is that what if a column was an AI agent. I can run the task moves into that column it actually performs a certain set of operations with an LLM and then it passes to the next stage. Like these are the things that we’re thinking about we don’t yet have any formalized roadmap but we also don’t want to say that we don’t invest in boards because the board is a capability is just a mechanism to enable this agile type of a workflow and we want to still enable that workflow.

I’m in and you know there’s a fan club. So we start having those conversations. There’s a board’s fan club out there. Okay, I know we’ve got questions. There was a hand up while we do that. I’m going to pull the slides back up so we don’t miss so Aaron go and then I’m going to pull the slides up for the last few things go for it.

Aaron, I should probably got to click all the clicks.

You’re still on mute if you’re talking Aaron, but we know sometimes it takes a second.

It.

My connection got interrupted there for a second. Sorry about that. We I was just curious about the future of boards because we just started looking into that.

And I mean, we’d hate to invest all this time into adopting it if it’s not going to be a thing in the future so I just kind of get a temperature check on that.

Yeah, I think I already answered there. So in terms of what our investment is there, we don’t have any formal plans of investing in boards as of the moment, but we also have not announced any like deprecation plans on board. So you can say it’s like on pause right now.

I will say that. Thank you. I will say this.

The boards for adoption, even in its current state. Is amazing because as assistant former sysadmin you’ve got all these people trying to get into work front and there’s a and that’s that’s a big lift to build all those processes out to build all that out boards. And I also say work from planning. If you have it, those two things are adoption like lightning speed, give them access to boards, let them create their own cards, do their thing, then they’re going to want more work front. I’m just going to say that. Yeah, and I knew you go. I was just going to to echo that in the sense of saying that it’s. It’s also because there’s so many things changing with AI that we’re just keeping an eye on how that changed before making decisions so I wouldn’t take it as Vasquez was saying that it’s, we’re not saying we’re deprecating right we’re kind of evaluating how AI is changing all of these things so that the team can then make decisions, but that Cynthia was saying in the meantime what what is already there in workflow is already super useful and we continue to use it. And if you do have planning, that’s actually where we also see a lot of teams move that part of planning and really, really quickly, like really, like, just because there’s a lot of flexibility with both of those. I’m just gonna use word feature with both of those. There’s a lot of flexibility.

Okay, so so we have a few minutes and I don’t want to miss out Leslie posted the survey.

I know we had a lot of questions, but I am so grateful to this team. Sonia, Foskett, they’re just amazing. We’re going to have Susana, Artur, Christine, Kach, like we’re going to have all of the people doing a bunch of different sessions. So please, if you if you love our team, tell them and we’ll be able to say, hey, you guys are amazing. So there’s the feedback super fast announcements.

Nicole posted this. We have brought back. We have brought it back. The Workfront monthly newsletter. So if you haven’t checked it out, first one May edition is out there. You will get these slides, but please go out and you’ll just we’ll have this every month. So all the things that you were asking about in the chat like this is where we’re going to call our newsletter information from so that’s coming. Can we subscribe to the Workfront? We have in June. We’re going to like just hang in there. It’s going to be a big surprise. So we’re going to have a way to do that. But for right now it’s pinned in the community. The next thing, where are my Atlanta people? My Atlanta people. If you do you want to meet with me and Nicole and Leslie in person? Do you want I know you do. So now I’d be there. I know. Right. So we’re going to be there on June 3.

So registration is required for all the people. So if you’re going to bring friends, make sure they all register because, you know, we got to have sandwiches enough for people. It is a lunch and learn. And so that’s coming. This one was just announced where my San Francisco people at.

Also Workfront in person event and that that registration. There is a seat limit on that one. So if you are in the Northern California, just West Coast area, what do you want to come? I might be there. There’s a potential.

So definitely want to do that. We have so many events made June and we’ve got the third quarter release webinar already on tap. So look at everything that we have. It’s amazing. It’s going to be in the work front wire.

We post it on experience league. Everything’s there. And I know I’m doing a lot of announcements, but I just don’t want you to miss anything. There’s also the roadmap. You know, we only do this like twice a year. So they’re doing a full enterprise roadmap series. So it’s not just work front. I just put the work fronts one ones on there, but it’s literally like a.m. Like all the different solutions. But these are the work front ones. There’s basically an America’s EMEA on the fourth. And then if you are middle of the night right now.

There’s definitely one for APAC. So everybody asked for the planning resources. I added that slide in really quickly. So that’s their information on the user groups are so many cool user group events coming up and then work front job board. That is your slide deck. Tokyo drift again. I’m going to escape out of this for you all. And what else do we have? Hey, I was just going to add someone wrote Kathy.

Brent, who said he’s trying to get approval for Atlanta. I think that is something to think about. So we say like, hey, who lives in Atlanta? You know, come on in. It is, you know, just a lunch and learn. But if you are, you know, truly interested in that topic and can pitch to your your leaders to come in for a night. It’s worth it. These sessions are incredible. They’re in person. There’s a lot of conversations that end up following the events. And we’ve just seen so much value in it. So the last time we were in Atlanta, it there were some folks that had had flown in and it kind of hadn’t even occurred to me that that people should be. So, and the thing about who you’re going to meet, we have synchrony and then we have I don’t want to like, but there’s a lot of Atlanta area customers that have been work front customers for a long time that you may want to like connect with talk to. So that’s a that’s a good one. And say for the San Francisco, like there’s some og work fronters on the West Coast. So hopefully they’ll be able to make it and you’re going to want to connect with those folks. So, yeah, and we can meet in the middle. Come to Dallas. That’s where I’m at. We can give hotel recommendations. So if that that’s actually something you’re trying to try to explore, let us hit us up.

So, yeah, I don’t know if anyone else was able to come in the chat. I’m so grateful. Carrie Nicole Leslie, like it’s such a team effort. This is big. This is like you can tell that I mean, in this this. Like functionality, these features have been worked on for a long time and they are just beautiful. So you should be like really this is this is chef’s kiss like this stuff’s amazing. So we’re going to continue this. We’re going to continue to support you all with your questions. Please. Like as we create these events, please come see us. And I hope you have a great rest of your week.

And thanks for coming, everybody. And I say one more thing and I can’t believe I forgot the summit session that Vascon did with people. Okay. Thank God. Because they reviewed some of the same content that Vascon just did. He also did in a live session. However, hearing Dave and Jeremy from publicist talk about how they have put these things into action as early adopters.

And, you know, hinting at some of the topics that I love, which is change management and adoption and how they’ve gained momentum is a big part of that story. So listen to that summit session. It’s awesome. It’s 40 minutes. It’s it. It’s wonderful. So well done. And thank you for linking it. You’re welcome. You’ll get your follow up. Like probably the next couple of hours. I just need the video to render and the transcripts. So thanks, everybody. Thank you. Thank you.

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