Rethinking Resource Management the Agile Way at Advisors Excel

See how the creative operations team at Advisors Excel discovered a practical, agile way to manage resources - using queues, tiers, and priority scoring, entirely within Workfront, over their 3-year transformation from a manual, rigid resource management approach to a queue-based system in Workfront. Join Lindsey Brown, Creative Operations Product Manager, and Cathy Clifton, Project Coordinator Director, explain how shifting work into shared queues, introducing structured backlogs, and redefining team roles improved flexibility, scalability, and visibility while reducing stress and bottlenecks.

If you missed the session, no worries! Review the slide deck and watch the on-demand recording to follow along.

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