Maximize Workfront Value

Transcript

Welcome to value realization, getting the most from work front. So here’s the thing about the session that makes Nicole and I super excited, because we get these questions, we have these conversations all the time during our events. And we have a special guest star that is senior CSM, she has this conversation and helps customers all the time with this exact topic. And I think this is as a former customer, I absolutely had to have these conversations. So just really quickly, some housekeeping, what are we going to do? Oh, that is not filled out. We’re just going to skip that. The scale team now, we know that Leslie’s out right now. But Nicole and I are here. Nicole is in the chat. We’re not going to make her introduce herself. But just if you are coming to this session, like this is your first scale event. Both, well, all of us are former customers, former support, like we have that experience of having to support work front, explain work front to just like all different types of users. So this particular topic is near and dear to our hearts. If you want to get a hold of us, if you have any questions following this event, definitely reach out to us and we can reach out to our guest star. Speaking of our guest star, here she is. Kate Winchell, a Senior Customer Success Manager with Adobe Workfront. And I’m going to let her introduce herself. I’m going to stop sharing Kate, if you don’t mind going ahead and giving us a little information about yourself.

Of course. Thanks, Cynthia. Let me share my screen now. Yeah.

Okay.

All right. We’re good and everyone can see the title slide? Well, thank you everyone for joining. My name is Kate Winchell and I’m a Customer Success Manager here at Adobe Workfront. I have been with the organization for about three years and previously was a, let me move that over, previously was a work front customer as well for a healthcare company and led Workfront for our marketing and operations department. So it’s nice to have a great audience to chat about this important topic and feel free to pop any questions in the chat and we’ll be sure to answer them.

So today I plan to discuss value realization and how it ties into your Workfront practice. We’ve identified value realization as you can see on the slide. It’s a result of translating value into measurable benefits that are tracked over time to achieve desired business outcomes.

And outlined in this presentation are five simple steps to follow when key moments occur in your Workfront journey and you have to capture measurable impact. And they are align on goals and outcomes, identify KPIs, capture baselines, measure the outcome and share the results.

This image may be familiar to some of you. This is our Workfront journey.

And during an organization’s Workfront journey, we’ve identified four phases where capturing metrics, whether that be qualitative or quantitative, occur. And that’s implementation or re-implementation, run and operate slash renewal, meaning when you have to renew your Workfront contract.

Automation, enhancement and integrations and growth. A comment we often hear from our customers and I’ve personally heard as well is my leadership wants to know what we’re getting from our Workfront investment and I need to provide justification. And wondering if anyone on the call can relate to that question or have heard something from that from leadership. Oh sure, I’ve just been on my phone.

So to get ahead of that question from leadership, we recommend creating a living document highlighting how Workfront is meeting your business needs.

Wins, savings, whether that’s a process, automization, optimization, I’m sorry, still drinking my coffee this morning, or if that’s saving time or money. If you haven’t captured metrics before during these phases or if you inherited Workfront and the metrics aren’t there, don’t worry. Many organizations, myself included when I was a customer, were in the same boat. And that’s why we created this deck outlining a simple, easy approach to build these foundational elements.

So now we’re going to dive into the five steps. The first one is a line on goals and outcomes. When tasked with an initiative to onboard a new team or leverage Fusion for an automation, it’s important to understand the who, what, when, where, why. So this all ties into the story you will tell once the goal is accomplished. So make sure to not skip this step. As you can see on the slide, we provided some questions to discuss and outline to document for reference. This information will also inform stakeholders and leadership regarding the work that you are leading.

So this slide is primarily used for phases that we mentioned, such as implementation or reimplementation, run and operate, and growth. It’s important to outline the reason why Workfront was selected and is leveraged by organization. This is an example template you can use. I personally love a good template because sometimes I am not that creative, and I love something where I can just lift and land the information into an already made template. So once you’ve completed a template or something like this, this becomes a walking slide or a living document that can inform leadership or new teams that are interested in the platform.

Hopefully, you guys have one of these. Definitely, as a customer, I created one and used it on the ready.

Next, we’re going to talk, the next step we’re going to talk about is identify KPIs. So you want to outline the desired outcome and the KPIs. So as you can see in bold, we have that desired outcome, and then listed below are the metrics. I don’t know about you, but coming up with metrics sometimes when I get asked that, my mind goes blank. So I am always grateful that there are some examples available that I can pull from. So hopefully, these can help you as well. Definitely, when you’re coming up with metrics, you want to identify the ones that are most meaningful and what are going to be most important to your leadership along with your team as well.

Next, we’re going to capture the baseline. So if you want to be able to show the impact, you have to capture the current state or starting point or the baseline. But we find that the step is often missed. Again, guilty, guilty of this, which is why I’m grateful this deck is put together and we can share with everyone. So it’s important to tell the story of where you’ve been and where you’ve progressed to. As you can see here, we’re building on the information collected in the previous slides. And I want to call out, there are times when baselines are missed or if you inherited Workfront and the information isn’t available.

In those cases, gather the data today and then measure three to six months out from now to get that impact. So it’s never too late to start. Also, collecting anecdotal memories of previous processes or cycle times or metrics is okay. Eventually, you will want actual quantitative metrics, but this may guide you to know what is most important to track going forward.

And then last in this, where you can see this little light bulb icon, consider how the metrics will be calculated and how it will be maintained after Go Live. If possible, build in Workfront so it’s automated so you don’t have to do a manual lift. And we also have blueprints where value realization reports can be easily downloaded and you can start tracking the data from there. Those blueprints, if you’re not familiar, will be in our resource slide, which I will touch on at the end of the presentation.

The fourth is measure the outcome. Now that you’ve launched the initiative, your hard work is finished, it’s time to measure the results. Again, this table is very familiar. It’s the same one as on the previous slide, again, building on the work and the data already collected. But this time, we’ve added two additional columns, which are at the right side, which is result and difference. So you want to calculate the result and then measure the difference between the baseline and the result to see if your outcome was met. So in this case, we were overachievers and got 50%, we went over our goal, which is fantastic.

So this table can be built into a document to use for future initiatives and launches to ensure all the numbers and information are captured for each task.

And then last, you’re going to share the results. So you want to share all the hard work and showcase the work that you’ve done, as well as how Workfront helped achieve the outcome. So in the next slide, we do have a real customer example using all the information captured in this deck. So the great news is it should be pretty simple putting a format or something like the template will show in the next slide together because in slides one through four, you already have the information.

As you can see here, again, this is a real customer example. On this left side, we have business objectives, challenges, and outcome. Again, that’s your step number one right here, what the who, what, when, where, why. And then on this right side, you have your result. That’s where the baseline was captured. That’s where your outcomes were aligned on. And that’s where the measurement comes in. So again, for those who are not great with creating a deck or a PowerPoint slide, feel free to leverage a template like this to be able to tell that story.

And then for our next steps, we just have three easy ones for you. Start applying this practice to your current and future work. There’s no time like the present to make sure that you’re capturing metrics. If you’re onboarding a new team into the platform, starting to use work from planning or leveraging fusion, make sure that you’re going through this process to ensure that you’re capturing metrics, whether they’re qualitative or quantitative.

Then create a working, a walking deck, I’m sorry, for Workfront so that you can share with leadership. I can’t tell you how many times as a customer and as a leader, I had to share out what Workfront does, what’s the benefit of it for the organization and the impact it can have. So something like that that you can readily use is definitely a key asset that I would recommend building.

And then last, add this practice to process documents. You know, it’s fantastic that you attended the presentation today. We created something that’s really simple and easy to follow and to make sure it’s embedded in your process so that you are capturing these key metrics and being able to showcase the great work that you’re doing and that Workfront’s helping to accomplish. Put this in your process documents to make sure that you’re continuously using it over and over so it becomes part of your everyday process.

And then last, we have a list of resources for you. Some additional talking points regarding value realization.

The second one right here is a link to our Blueprints on Experience League that has a whole list of every single one that you have. And if you just search by value realization, there are three on there and we just had a new one. So a lot of great tips to track value realization and make sure that you’re able to showcase, you know, the work that you’re doing along with how Workfront is helping your organization.

And that’s it for my presentation.

That’s awesome. Thank you so much, Kate.

So really quickly, since there was a question about Blueprints, I’m going to share my screen and just show you all how to get out to the Blueprints.

The questions that we get all the time are if we install the Blueprint, will it mess up my processes? It won’t.

Basically, you’re just installing, especially when it comes to the dashboards and the reports, you’re just installing them and it’s going to collect the information into a report. But if you don’t share it with anyone, they don’t know. They won’t see it. So it just exists for you to take a look at and also highly recommend that you customize it and edit it. So really quickly going to share my screen because that is I know that’s going to be questions. So have my instance up and how did I get here? Well, it’s on your main menu if you have added it to your layout template. So you’ll definitely need to add it to the layout templates right here. Blueprints.

And then when you go, you can see that there’s so many things here. A lot of them are project templates. I highly recommend that you check out the project templates too, because you’re not starting from scratch. You can install the project templates. And again, if you don’t use them, it doesn’t hurt anything. But let’s go down to the value realization. So they’re all in alphabetical order. So I’m just going to kind of scroll so you all can see exactly how many different blueprints we actually have.

There’s just so many good ones here.

And you can filter, which I’ll show you that in a second. But I just want to scroll because it’s a lot. OK, so here are value realizations. So this is the one for client facing services. So anybody that’s an agency or things like that, you can use this. The workflow one is really, really great. And the core value. And this is the one I want to focus on really quickly. So I’m just going to click details. When you click details of the blueprints, it’s going to give you kind of a preview what it looks like. And you can see. But what’s really neat is on this left nav, you can see just all of the descriptions of just everything that’s included. So if you think it’s just one report, it is absolutely not. This one has 21 reports in it that you can install and then say, you know what, I think I want to add a different, I want to add something to it. You can absolutely do that.

So just wanted to start with how do I get those blueprints? Are they free? Yes, they are free. You just need to add it to your layout template so you can get it.

Awesome. So, Kate, can I start asking you questions? I know there’s going to be people coming off and asking questions.

As a former customer, and then obviously dealing with trying to help other new customers, what is the question? What is the biggest, I don’t want to say pain point, but it really is that challenge of getting started with sharing the value story of Workfront? What’s the biggest one that you hear? I think they just don’t know where to start.

And so that’s why we put something like this deck together is especially if you, let me, I’m going to share with, I’m going to say I’m going to steal the ball. Yeah, go for it. I’ll stop sharing.

There you go.

Like I’m so slow when I share. Sorry. No, you’re fine.

Okay. Can everyone see number one? So I think the biggest question is understanding why the organization selected Workfront.

What’s the problem that it’s solving? And so if you can take that and translate it into, you know, something like this, like what is the overall objective for your company? Is it centralizing work in one solution? Is it digitizing your work process? Talking to those stakeholders who, you know, were the decision makers in selecting the tool? Was it to track resources or was it to, you know, see projects holistically? Really understanding that why is really key. And then I think breaking it down from there. Okay, what are those use cases? So now we have the high level. Is it managing creative work? Is it also, you know, end to end communications, resource management, etc. And then boiling it down, then you can start getting into what are those actual quantitative metrics. So in my case, how we, the reason why we chose Workfront was because we were managing approvals of documents, like for legal privacy and regulatory and word document, which I know, like I have gray hair, I think, from doing that process, because it was not very organized. And we put it in Workfront because we wanted a way to be able to track why, to track the approvals. And it helped, like once we were able to do that, we expanded on it and it became such a huge asset for our organization. That’s amazing. I think some customers, if you all were like, so when I inherited the instance and I use that word because the company bought it and it was never implemented, it was configured, but never implemented. So I inherited a configured but not implemented instance. And I didn’t have any idea why it was purchased. And the person that decided it wasn’t a part of the organization anymore. So I think if you are one of those customers that are like, I’m not exactly sure what the original ask was. Take a look at exactly what Kate kind of put through. Like, what are you tracking right now with it? What are, what are, what processes are being supported? Like what reports are people asking you for? Right. And I think that you can at least kind of back into that. Okay. So we’re wanting to streamline processes or like in the case of like me and Kate, it was a regulatory environment. She had healthcare, I had financial services and getting approvals or even worse, six months after somebody approved something, finding that email where it was approved was impossible. Everyone had to just stop work for 24 hours trying to pull, like go back through emails and Excel spreadsheets to try to find approvals. So if you’re looking for that sort of story to tell, I don’t think there’s anything wrong with saying, Hey, maybe we’ve had Workfront for a really long time and we may have started at a certain place a long time ago, but here’s where we are now. And then just going with that story of, you know, here’s what it solves. But then also adding on to that, like what in Kate’s presentation of like, here’s what else that could solve if we wanted to do it. Yeah.

Does anyone have any questions or does anyone have any best practices on how they communicate value? I would love to hear that if possible.

And I know there’s still a lot of Blueprints questions.

Maybe we need like a Blueprint session. Yeah. Yeah. We talk about them a lot. I’ll share my screen again.

I think it’s like nerve wracking because it’s like, Oh, I’m going to install something that’s going to mess up my system. I’m going to go back to the main landing page and it’s, I promise you it won’t. So I think there was a question of more like, how are they organized? So I can filter. So they’re just in there alphabetically, but it’ll tell you what it is. So if you look at it, it’s this Blueprint type, it’s a project template. And then you can scroll, like some of them will say dashboard or report, right? So you can filter by either topic. Like for example, I do not speak marketing as some of you know. So, and of course, what was I? Digital Marketing Project Manager. That was my title. They pulled me from IT.

And so I did not speak the language. And so building out project templates back in the day, I was like, I wish I had something to get me started. And look at all these there’s marketing agency, creative services, event management, all these different things. So if you want a project template that you can install, it will land and live in your project templates. So like you’ll go to templates and you’ll see it there. You can edit it. So if you’re just like, these tasks don’t make sense. I need to change them or I need to delete them. You absolutely can do that. It’s just a place to start. And then if you want to filter by maturity level, what that just means is like, some of those templates are really simple. They’re just like, hey, we need this, this and this. And then some of them are like, oh, these are cross project teams. So what they built is like more complicated templates. If you have more complicated projects. And then you can do by report project dashboard. So if I click dashboard, which I highly recommend, if this is the first time y’all are ever hearing, what is a blueprint? Go out and get these, all of them, get all of them because the system administrator maintenance dashboard is brilliant. It’s going to give you all the things like when you’re talking about communicating value, just being able to see what the projects, what status projects are in. Like that’ll give you a picture to get you started of like, what are we tracking in the system? It’s absolutely brilliant. The people management one has gotten so many rave reviews and it just came out like maybe a month ago. And then you’ve got your value realization ones, which again, I have all of them installed in my instance. And then for the usage dashboard, highly recommend again for value. I can tell y’all the first piece of value like that I shared on About You Kate was like users logging in.

I mean, that was the first like, hey, yay, we’ve got users logging in. And if you want that information, you can get it out of that dashboard. So yeah, just if you’re nervous about installing in production, there’s a magical land called the sandbox preview and you can absolutely use it. I recommend that you use that for all of your testing.

Cynthia, there was a question that came in the chat that I wanted to work from Christina and probably a question for Kate. What type of metrics did you use to capture baselines? Sure. Let me go back to the deck.

This one was my imaginary example. But in my scenario that I had, this one, all the creative work was manually routed via email. So that’s why we wanted to digitize and track and reduce the amount of creative turnaround time. So in that case, you would have to manually do it. That’s why we love putting things on Workfront to hopefully try and automate that and get more of that data versus having to like count individually and then get the average.

But if we go back to the KPIs, this one I 100% can speak to.

And for a real life example, our process, we average or manually calculated how many days it would take for our creative reviews to happen. And that was about five days. And then when we moved it into Workfront, we were able to use Workfront reporting to show that it took three days to do that. So again, like put it in Workfront, the more that you can get the data, that would be helpful as well. So I think I hate this. I hate saying this answer, but I think it depends on what metric that you’re looking at to really get that calculation.

That’s awesome. And I mean, I struggled. Christina, I also struggled with baselines mainly because I didn’t have Fusion. And so if you do have Fusion, just as a side note, you can create scenarios to have triggers to pull baselines at certain parts of… You can obviously create a baseline at the beginning of the project, but the struggle that I always had was I needed apples to apples. I needed every single project, the baselines to be pulled at the same trigger and Fusion can do that. You can do it manually, but you’re sort of relying on people to do it. And so it was inconsistent for us. So that is definitely a struggle. Go ahead. Oh, yeah. Sorry. Just a thought here for the increase on time project completion date by there are some like we for my team, not my team, the team that I’m on here at Adobe, we do have a report to see how long certain engagements that we’re on. So we measure that average duration so you can get that data today and then measure it out six months from now. So a lot of actually what we talk about here, we put into practice on our team.

And also for this one, too, if you’re looking at where are we at today for the amount of work that we’re getting versus six months from now, again, put it in Workfront. And then you’ll be reporting out on how many requests, how many projects you’re getting and like a monthly view. You can that can be your baseline. And then again, measure. You’ll see that result in six months from now, a year from now, and to be able to get that difference. So, of course, if there are processes that aren’t in Workfront, you’ll most likely have to manually get that information. But the more that you build it in Workfront, use reporting, use the Blueprints, you’ll be able to get that data and get that baseline. So hopefully that helps. But if there are other questions on that, we can definitely brainstorm. We have other metrics, too, but wanted to give you a little taste of them. And let’s pause on that for a second. That’s really good advice in terms of if you’re just getting started with Workfront, even and when I say just getting started, like maybe you’re only six months or a year in and you’re looking at the reports and you’re like, it just doesn’t seem like there’s a lot there. To Kate’s point, just keep getting more and more everything, everything you possibly can, every bit of work that you can get into Workfront, those reports will start to just magically figure out, oh, wow, OK, so when we first started, we only had a few different projects. Now we have 100 projects or 1000 projects. And the data is just it just grows and you can pull that. And I did notice that. I don’t know if you did, Kate. It was one of those things where at first it’s like, I don’t have I don’t have a lot to share in that first year because we’re still sort of getting people in. But after a year, it was incredible. So you’re absolutely right.

Can you go to the slide that’s got the Under Armour? I just want to kind of talk about how great this slide is.

So from an executive standpoint, and we are going to share the deck. So I just for everyone, this is amazing. So I don’t know about anyone else on the call, but I did try to share really sort of complicated reports by executives.

And it was it was overwhelming to them. They didn’t really get the answers that they wanted. This is an amazing slide to just include in an executive deck, whatever like this is just kind of going through the pieces of this of bulleted. Here’s that. Here’s what we’re trying to do. What those challenges and this is about like, this is the success we had. And then just like some really powerful numbers. So y’all will get this and I like I would totally steal it. Is that a good way to put it? Be inspired by.

Leverage it. Leverage.

Cynthia and Kate, I wanted to call out something and it was something that Kate talked about and then Kimberly actually put it in the chat was really trying to capture data sort of and for Kimberly who you’re posted in the chat, like just having a custom forum, maybe on all of your projects that’s going to capture things like, OK, how long from a duration standpoint, like how long is this taking? You know, what? How long is it happening in each status? Maybe it’s like how many actual hours have been like you can just start pulling numbers sort of behind the scenes using calculated custom fields so that when you do come to a point where if someone’s asking you to justify work for it, you have things to go off of. I think that’s always the hardest part is that sometimes that conversation happens and you don’t have those baselines already in place. And so I would just strongly encourage everyone like simple things that are that are probably already in place in your system like you’re using projects. Great. Calculate how long those projects are taking. You know, it might have gone. You know, you might have found out that, you know, in the last six months, those projects were taking you, you know, 40 days. Now they’re only taking you 38 days. Like you might want to look at actual hours. You know, how many hours are things taking to complete versus planned hours? You know, we’re noticing that it’s taking less time than what we had thought. Maybe it’s, you know, rounds of revisions like, you know, we used to have seven rounds of revisions. Now we’re down to three and it’s automated and it’s taking three days. So try and find those things that are already in your system and just start, if you can, adding, you know, calculated custom fields in the background. So it’s just kind of calculating without you knowing so that when you do have to come time to have a conversation and share, you know, your successes with Workfront, you have some data to go off of rather than sort of just rush and scrambling. So that would be my my two cents on.

I guess looking at baselines or just anything like, thank you, Nicole. Because, yeah, the custom form fields are those were the game changer for me and I think for everyone adding that to your project templates, making sure that on every single project, I mean, even just small things about, you know, number of projects, number of tasks, how like how long did this project take to complete? Like just those things are huge.

And we have our best our best good friend, Lisa, our best good friend, Nicole Vargas, did a calculated custom form fields and we will pull that recording. It is on Experience League. She is amazing. So right. So, yeah, we’ll pull that for everybody and put it in the in the we were like, wait, did I miss that? Yeah, we put it out on Experience League. Madeline. Hey.

I wanted to go back to blueprints a second to also help ease people’s minds, I think, with like, oh, is it going to mess anything up? Just realize that if you go back to your template example, Cynthia, if you download a template and maybe that blueprint has like a job role or something assigned to some of those tasks that doesn’t exist in your instance, it’s not going to just create that job role automatically. So like things you don’t already have, it’s not going to go in there and create it as part of this blueprint download. And then you got to worry about, you know, oh, a project naming convention or we don’t want to add that role. So it’s it’s only going to give you the framework for it. And you can decide, yeah, I do want to create that new job role that that is included in or I do want to create this custom form field. So it still gives you that autonomy. And over what’s getting created in your instance is just giving you the tools to do it if you decide to add all the elements.

I love that. Thank you, Madeline. Absolutely right. It will ask you if you want to do that.

So there’s nothing. And again, like if you have any concerns, just go into the preview sandbox and just do the one and you’ll see exactly what Madeline is talking about. It’ll say, you know, here’s what exists in here. Do you want it? No, you don’t want it. But sometimes you’re like, hey, that’s a really good idea. Maybe we should do that.

Especially especially if you’re looking at like, wow, you know, what what are the job roles that we like? How are we handling this? Like, you know, there’s some comments in the chat about, you know, resource management. There is a resource management checklist in there.

And you can look at these other projects, even if you don’t want to install them, you can look at them and say, what do we need to be measuring in our like, again, just going back to sort of Kate’s very first piece of advice is like, if I look at these blueprints and just look at some of these project templates of how are other companies handling and are there things that I can start measuring that that we’re not measuring now? So it’s just a really great, really great resource.

Trying to see if I missed anything in the chat. Any other questions? Got lots of time. I have another comment on blueprints. There’s an option to preview them as well if you’re nervous about downloading them. So especially like around a project that’ll give you like a PDF that shows all of the project tasks in that template that you can just like take a look at if you want to steal it for yourself before even downloading. I love it. Thank you. I mean, this is why I love these events and this community, because anybody that’s like, no, don’t be nervous. I mean, I just love it. It’s amazing.

All right. Any other questions? There’s there it is, Nicole’s workshop. It’s amazing.

People, I think people are nervous because if they’ve never like installed a blueprint, they think that it’s going to like the blueprint itself is going to like hinder a process that’s already been built and tested, like maybe some sort of workflow. And it’s not. But I get it. Like when you hit an install button, you’re like, OK, what what am what am I actually installing? Like we’ve all been taught, like don’t install stuff.

See, listen, I don’t know if you see this, Kate, but Pamela’s already installed to me. No, I know Pam. She’s great. Fantastic. Oh, hey, Amber.

Hi, can you hear me? Yes, ma’am. OK, so I wanted to ask an adjacent question just because my instance is also really focused on KPIs and expansion, and I have the same setup with a creative team that is under marketing and the subsequent marketing partners. So a lot of our metrics are related to assets we’re trafficking, breaking that out by different business verticals. And that gives us a lot of really great insights. So we know that 50 percent of our work, I’m in the film industry, 50 percent of our work is supporting food and beverage, which is, of course, selling our concessions. Right. The next biggest chunk is supporting our studio partnerships, which, of course, secures the films. So obviously we’re tracking a lot of different data based on projects. And one of the things that we’re running into right now is that we’re getting a lot of complaints about fatigue in terms of what’s visible to the people running those projects, namely my project managers and also a lot of my creatives. You know, some of the things that we hear is there’s too many deadlines. Why am I seeing all of these? You know, what’s the difference between planned and completion date or projected completion, things like that? So I wanted to ask, Kate, you know, obviously you’ve built this with kind of pulling all the levers of Workfront to track several things. How do you deal with that fatigue or maybe those, you know, a little bit of that griping coming from the users that require certain actions in order to give us that information? That’s a good question.

I am just speaking on the dates. Definitely understand the confusion. Sometimes I’m like, what? Why are there all these dates? And then it’s like your whole template is like so long and then you have these columns. So I would say this, the simplest answer is your data is still, into my opinion, your data is still there. If you, regardless if you remove some of the dates on there, again, I don’t know if like you have to show, if you want to show projected, in our case, we didn’t show projected.

So if there’s an option to maybe make some of those columns less visible, like this data again, will still be there in the backend. It’s just not visible for your user. Or I wonder if you built like a different view for them. Like if they leveraged home or if you had a different dashboard that’s tailored specifically for their needs. Again, you’re not missing that data, but you still have access to it and they’re not overwhelmed by it.

That’s such, I want to pause on this too. That is amazing advice. And Madalena, you’re going to have feedback on this too. Like I just for the record, I did the same thing that a lot of people did. Like all this data is available. So I showed it.

And you don’t lose it. You’re just not displaying it. And that’s what we did, exactly what you said, Kate. We, now the project managers, they needed to see everything. But for our users and workers, we drilled that down to just the tiniest things. Like what they needed to know, what they needed to see. And that was their dashboard. Madeline, you go.

I was going to say one quick thing before she responds.

You could also, what I always love to do is you can change the name of the column header. So that would always be, you can put like the day something’s due. Make it more meaningful versus like the system speak. That might be an option as well. Sorry, Madeline. One before the other, but go for it. No, you’re fine. I mean, that’s a great call out too. I love changing header names to people don’t know what the backend name means.

But even just if you want to start adding a lot of fields, whether they’re calculated fields or native fields, whatever that are just there for data gathering. You could remember that in custom forms, you can always make sections admin only. So that, yeah, it’s not a crime if other people are seeing these fields that they can’t edit in the first place, but just removing that clutter when they’re opening a project and they see maybe a lot of custom forms already there, like just hide all, put it in an admin section that people don’t even have to see because the less the better, as we all know. So yeah, we love putting that kind of stuff in hidden sections. Yeah, hiding. Some people are like using the, Kimberly’s like using layout templates to set the views and names. Absolutely. You can set the person’s default view in the layout template. You can absolutely do that. And you can just like Kate and Alan said, just change the names and the columns.

Absolutely. And then, you know, if you are having, which a lot of customers have that struggle of like, I need, you know, this date to show completed or this date to show completed. And someone put in there, if you have Fusion, which again, I didn’t, so we don’t, it’s fine. We dealt with it manually. But if you do have Fusion, you can create scenarios that will automatically like complete things so that that’s another sort of lift off of your end users. So, but highly recommend getting rid of all of the views, groupings and filters that there’s on the list on the layout template. Just give them what they need. It’s not like they can’t get them back. And I think Lindsay put in there in the chat, like, you know, if somebody asks you super nerdy work front questions, they want more information, then you have a burgeoning group admin on your hands. So there you go. That’s a really good piece of advice as well.

Great comments in the chat.

And just think like just just just another we’ve talked about this and it’s been a long time since we did our executive reporting and we’re going to try to do that before the end of the year. But remember, some of you, I call them thought nuggets. Your executives only have so much space. And when you give them a thought nugget, they they grab hold of it like it’s like they can’t live without it.

Which nugget you share because they’re never going to let it go.

Speaking for me personally, I just, you know, passing comment about, well, nobody ever wants to sign into work front. Oh, my gosh, that one lasted at least a year.

So just when you’re thinking about the deck that we’re going to give you and the information that you want to share, this is my rule is like as you go up the hierarchy, the less information I share. Just like Nicole said, just like Madeline, all these. You know, I have a bunch of it in my back pocket if they ask more detailed questions. But the higher I go up on the food chain, the less information that I actually share. And I just give them the everything’s great or everything’s not great. And here’s what the number is, because they’re they’re getting information from all like everyone on every system, on every team. So, yeah, so the lower I go down, like, you know, we’ve got that people management. So our team leads and our frontline managers are probably their reports are way more detailed and their sort of value realization conversation.

But but that means that doesn’t mean don’t have that conversation. I mean, when you agree with that, Kate, like the value realization talk track, you’d say it would like everyone that would listen. Right. I would. Yes. Yeah. Yeah. And I can totally relate to that.

I’m sure as we all know, like holiday seasons coming up and some, you know, especially in the health care industry, you had to have, you know, mailings out by a certain time for regulatory reasons. And so we created this beautiful dashboard showing where everyone’s project was. And we encountered definitely leadership. We gave them too much information and they’re like, what does this mean? And you have to go into the work front week to tell them why it means this. So but the great news is, although we gave them too much information, which I’m sure, you know, has been toned down since then, we were showing that all of the projects in flight right now that we were on track and they had never had that visibility before.

So again, just work from really helped our organization so much and just giving that insight, providing visibility, even if it’s not like here’s a metric, being able to have insight and seeing that is such a great win.

And you reminded me of something. So like I’m going to combine what you just said with what Lindsay was talking about, the burgeoning group admin. If you give just like a high level bit of work information to your executives and they ask you the nerdy work front questions, you have a burgeoning champion on your hands. Like that’s like if you get like, well, tell me more about how you pull this information. Just like grab a hold of that executive and like, well, I will be happy to. I will give you more information that you’d ever want. And then you’re going to have this work front champion, which is amazing to have.

Definitely.

We have a few minutes. I want to just run past the events that are coming up and we’ll just keep answering questions in the chat if they’re coming up. Unless Nicole, like it looks like everybody’s good. Well, I can tell, but you’ll just let me know.

I share.

Pull up the slide deck again quickly.

Okay.

See, I’m I listen once I get to this part of the presentation, I’m like, wait, where are the where are the buttons? It’s the bingo, the sharing your screen bingo card, right? There we go.

Okay, so in the deck, we for those of you that are sort of newer work fronters, we have a bunch of system admin resources. We include this in every presentation that we do just so that you have them. But we also have the links to Skill Exchange. And there’s some really good the reason we wanted to include this one is on the grow track, you’re going to see a bunch of like customers talking about how they communicate value. I mean, there’s also that in the learn track as well. I know Monique session on like proofing, like there’s especially if you’re using proofing and how to communicate those things are a lot of really good ones on there. So make sure you check those out.

And then the fourth quarter release is coming up. So again, if you’re looking for an opportunity to bring work front into the conversation, releases are a great opportunity in your value realization slides of like, hey, this is coming, or this new feature was released, that was a really big deal to us. Feel free to use like, and I think we’ve said this before, but use this information to benefit you and your conversations internally.

And, you know, leave out whatever you need to leave out. We’ve talked about that too before, you know, upcoming events, the roadmap webinar, we’re telling everyone about this. So we’ve got October 9. So you’ve got plenty of time to sign up. And what we tell everyone is even if you don’t think you can make it, go ahead and sign up. That way you’re on the list if they send out the recordings and things like that. So we say that across the board, whether it be Summit, whether it be Skill Exchange, just make sure you sign up so that when the recordings do come out, that you get access to those. Speaking of big events that Max is coming up, there is an online version of that. And we’ve got the links there and there’s some big work front pieces. I’m almost positive they’re going to talk about Adobe Gen Studio, which work front is a big part of that and you’re not going to want to miss it. So definitely check out the Adobe Max. If you’re in Miami, you know, go see it live. There you go. Network.

We have one more event in September. It’s next week on Fusion. So, you know, we’ve talked a lot about Fusion today.

So go check that out, how you can maximize productivity. And then Nicole and I will be in New England together. Super excited for this. If you find yourself in the Boston area on September 27th, come talk to us about work front. We love it. And then we have our October events. We have one more to create, but we have a bunch of great customer stories coming in October. So keep an eye out on the events page for those.

Okay.

Stop sharing. You will get the recording and the slides and we’ll put it out on Experience League and do all the things. But, you know, before we get to the end, I know, Nicole, thank you for putting the survey link in there. But also really, really huge thanks to Kate. Thank you so much. She took time out of her day. Like this isn’t her job. She doesn’t have to come talk to us. We really appreciate this. So thank you for sharing your experience as a customer, but experience with other customers on how to make this easier, right, to have these conversations.

Of course. Happy to be here.

Right.

Any other questions before we wrap? If not, I’ll say it. So if you do have your your Teams bingo card, I’ll say I’ll give you three minutes back. You can stamp that that card of, yep, she’s given me two minutes back. Use that time wisely. Daydream. Get yourself a hot beverage or a cold beverage.

I love it. Thanks again, everyone, for coming. And hopefully we’ll see you in our next event. Bye, everybody. Thanks, everyone.