Workfront's ease-of-use is what makes it #1 for me
Updated February 04, 2017

Workfront's ease-of-use is what makes it #1 for me

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Workfront

Workfront is used by several departments: Professional Services, to manage all of their customer engagements; by Marketing, to manage internal requests and projects, and to extract data on PS projects and customers; and by the Business Process team, also to manage internal requests and projects. Sales enters new deal information which triggers the PS project and ensures information flows between the two groups.

Workfront helps ensure consistent delivery processes are followed and that nothing gets forgotten. As well, over time we have amassed a lot of valuable customer information that can be mined by the Marketing and Sales teams.
  • Ease of use, both for end-users and administrators. It's very easy to navigate between projects, tasks, issues, etc. Custom views are easy to set up and data fields can be edited directly in views and reports. It's very easy to set up custom forms and data fields and build reports and dashboards.
  • It's a very versatile ticketing system. It's very easy to set up request queues for any department with custom forms that help speed up prioritization and assignment. Metrics and dashboards are also easy to set up and navigate.
  • External views (if you have collaboration licenses) allow customers to see project plans, charts/dashboards, add their own issues, put comments on tasks, upload documents, etc. It's a great project portal for collaborative work, across all internal departments AND with external partners and customers.
  • There is a lot of resource management functionality but it's difficult to get it to work effectively across a large organization. This challenge isn't necessarily specific to Workfront or related to how they implemented the functionality. It requires very strict discipline to ensure all resource assignments are always up to date on all tasks.
  • A better data loader would be helpful. There is "kick-start" functionality to load initial data sets but it seems limited in making mass updates.
  • Ability for PS team to manage more projects and ensure customer satisfaction.
  • Ability to track all requests for proper prioritization and planning.
  • Ensures a consistent project delivery process.
MS Project provides similar core project management functionality (task lists, Gantt charts, resource allocation) but it does come close to Workfront's capabilities related to custom data, forms, ticket queues, notes (updates), and especially reporting and dashboards.

Salesforce provides similar custom fields and reporting capabilities, but lacks the task management, project planning, resource planning, etc. of Workfront.

Workfront is great for internal request queues, and for managing any size project. You can set up project dashboards that can be shared with external customers, allowing them to add comments and report issues or submit requests directly within Workfront. It excels at capturing any kind of project data. Dashboards and automated reports are easy to set up and are an excellent way to audit data integrity and process compliance.

Adobe Workfront Feature Ratings

Task Management
10
Resource Management
5
Gantt Charts
9
Scheduling
7
Workflow Automation
8
Team Collaboration
10
Support for Agile Methodology
9
Support for Waterfall Methodology
10
Document Management
8
Email integration
8
Mobile Access
Not Rated
Timesheet Tracking
9
Change request and Case Management
10
Budget and Expense Management
6
Quotes/estimates
Not Rated
Project & financial reporting
9
Integration with accounting software
Not Rated

Using Workfront

100 - Primary users are Professional Services and Training (to manager their projects). Marketing and Business Process teams use it for ticketing (and some project management). All staff use it to submit tickets to Marketing and Business Process teams, and the Sales team also uses it to submit Product & Services requests to the PS team. Finally, all R&D staff use it for time tracking.
2 - One business analyst who performs needs analysis, process implementations, creates advanced reports, and leads continuous improvement initiatives.
One system administrator who sets up new accounts, companies, profiles, etc., adds new custom fields when necessary, creates basic reports, provides general support.
  • PS project management
  • Ticketing queues (managing support requests in various organizations)
  • CRM - we store a ton of data on our customers and often report on this information
  • CRM - the amount of data we've accumulated on our customers over time is amazing; we can now extract lists for Marketing and Sales and do trend analysis based on services and/or products sold, customer profiles, etc.
  • Learning Management - our Training department keeps all of our trainee profiles in Workfront, tracking progress, scores, attendance, etc.
  • We've created scripts that run and automatically update project information, such as task %-complete based on checklists associated with those tasks, and automatic resource assignment based on who is assigned to each role on a given project.
  • Customer dashboards, allowing customers to see the status of their projects, upload documents, and enter issues and comments.
  • Integration with Salesforce (to pull pre-sales data into the post-sales Product & Services request for PS).
  • Product management using it to manage product release timelines.
We are constantly finding more ways to use Workfront, and we continue to build on what we've implemented so far. As well, the historical data provides metrics across many departments: Services delivery time, support ticket turnaround time, customer insights, etc. I can't imaging trying to replace all of this with spreadsheets and disparate systems.

Evaluating Workfront and Competitors

  • Product Features
  • Product Usability
  • Third-party Reviews
Usability, including the system's flexibility. It's very easy to navigate as an end-user, but also very easy to administer, including setting up new fields, forms, reports, views, etc. I truly enjoy using the system, and am logged in all day long.
Wouldn't change a thing. We reviewed 3 vendors, looking at various criteria including functionality, ease-of-use, and price. Workfront was the clear winner.

Workfront Implementation

Ensure someone is dedicated at least part time to learning Workfront thoroughly and providing support.
  • Vendor implemented
  • Implemented in-house
Yes - First implementation met the needs of the PS organization (plus the Product & Services request used by the Sales team). Future phases expanded the usage to other teams (ticket queues), and recently we got the entire company using timesheets.
Change management was a big part of the implementation and was well-handled - Don't make your project plan templates too complex. The PS team doesn't need every minor task listed out on the project plan.

Workfront Support

Workfront Support is always very quick to respond and follow-up. They are always professional, courteous, and thorough. 90% of the time they are able to solve the issue quickly. Sometimes they don't quite understand the issue and there's a bit of back-and-forth to ensure they understand the full nature of the problem, but that's very rare and may be tied to one or two specific individuals.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
No - We put a lot of effort into ramping up on Workfront in the first year (training, consulting, etc.) and we have staff dedicated to administering the system and keeping on top of new features. The Workfront community, help center, etc. are all top notch and provide all the support we need.
Yes - Yes, always.
They implemented one of my feature requests, which was to allow more rows of data to be displayed in dashboards (the original implementation only allowed 15 rows, which could lead to confusion if the user didn't realize more data was available). Their solution met my needs by allowing report creators to specify how many rows would be displayed when the report was used in a dashboard. I'm sure many other users benefited as well!

Using Workfront

Very easy to use, administer, configure, customize, etc.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Reporting
  • Custom forms
  • Ticketing queues
  • Resource management is a bit cumbersome