Adobe Workfront, acquired by Adobe in late 2020, is a web-based project-management tool. It is designed for both IT and marketing teams, but can be implemented for any kind of project. Workfront offers all the features standard to project management platforms, as well as resource allocation, automation, and agile workflow.
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Veeva CRM
Score 7.5 out of 10
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Veeva CRM is an enterprise customer relationship management application for pharmaceutical, biotech, consumer health, and animal health companies. CRM supports field sales and medical teams, including primary care, specialty care, key accounts, retail sales, and medical science liaisons.
Workfront enables us to manage all our projects effectively while providing a comprehensive overview of team resources. The Resource Planner helps the team identify their capacity to determine whether they are over- or under-allocated. This information is crucial for project planning and ensuring team members do not experience burnout.
Good for larger teams with a lot of activities and therefore a good justification for the investment. Great for 'as above' + the companies looking to integrate Veeva CRM with other Veeva offerings, such as Align, Inslight, Zinc/PromoMats etc. Not so great for smaller organisations or those with more slightly more restricting budgets.
All that I've said already is why. I suppose the clearest way to say it is that at this point? I cannot imagine running the 300+ active projects in eMarketing without AtTask; it simply wouldn't be possible and even more; I wouldn't imagine why we'd try to find an alternative tool when we have one meeting our needs.
For my needs, it's easy to jump in and out of, make changes and update projects, and check in with my employers. I haven't used to it create my own projects, they're created by my employer as we go, I suspect it's not hard to use in that way, but I don't have first-hand knowledge.
Maintenance is required, but usually after work hours, Some days the proofing tool function is not operational, but this is a new function of the tool that WF is working out. the kinks on. Chrome is the best browser to use the system in and we find Firefox and Explorer lose some view functionality - Gantt Chart, Resource Grid
Workfront's performance has been very good. Everything always feels very fast and snappy in my experience. We have integrated it with custom scripts to create folder structure for media managing our projects. It works very well.
It would be nice if the support forms were more dynamic so you could add more information to the support ticket when you enter it to reduce back and forth with the support team member. Also communication on escalated tickets isn't always great. It's gotten better over the years but still needs improvement. Other than that, initial response on support tickets is really quick and the people I've dealt with have always been very professional.
The training is very easy to use and you can simply choose the topics included in the course(s) that are most important to your training needs. After each training course, you are tested on what you have learned. If you need a refresher course, they provide Course Catalogs as well as instructor-led courses & workshops.
Most people learn as you go, a lot of this stuff requires trial and error throughout so my suggestion is to provide as much information in the upfront and keep it as simple as possible. You can add other tools and features as you go but everyone should have the basics down so no bad habits can start to develop. Be persistent with everyone, and don't be afraid to correct and talk through steps again so everyone is on the same page
It's been a while since I've used another time and resource management platform, but I would say that Adobe Workfront takes the cake. Its newly refreshed user interface is simple to navigate, whereas other platforms can be quite confusing when "drilling down" on a project. Also, Adobe Workfront has features that I have not seen in other platforms, including collaboration capabilities and the ability to upload a document as proof so it can be reviewed for grammar, consistency, formatting, etc., before being presented or sent to a client.
As I stated earlier, I didn't have to pay for Workfront myself- I'm a user under a large organization. I know it's not cheap to implement, I don't know how the price scales for a small-business, but I do like the product enough that I'm going to look into it in the future for my own company.
We have been using Workfront for about 3 years. During this time they continue to be a very stable project management system. Workfront's overall scalability is able to handle increased loads of work. When using Workfront for a project management tool for the web team, we store documents, images & video's without any issues. They work with their customer's to provide the best project management system in the market today! I highly recommend Workfront for all project management needs. Workfront strives to deliver unique technology solutions to growing companies!
Oftentimes it is the field sales force that heavily influence the choice of the CRM solution. It appears that many of our field sales force prefer Veeva. Happy reps = more actively used CRM = clearer understanding of the reps' activities.
Veeva offer 2 implementation versions - out of the box implementation (around 6-8 weeks to install) and 'all singing, all dancing' implementation (based on the length of your specific string). You can pick one and therefore influence your ROI accordingly.
Again, as Veeva CRM is pretty much a de facto CRM solution, this is good for scalability if/when rolling it out across multiple regions/branches