Workfront inside a Credit Union
July 31, 2017

Workfront inside a Credit Union

Jennifer Ludemann | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Workfront

  • Having the ability to use the agile methodology, as well as waterfall, allows us to execute projects using the best method for each particular project.
  • The timecard functionality helps teams not only to manage their projects tasks, but gives visibility to our PMO how much time and effort stakeholders and team members are spending on projects.
  • We have created multiple templates so that no matter what project methodology we apply to execute and deliver a project, the phases and milestones are present and can easily be pulled into senior level reporting.
  • My number one request would be to have an "undo" option.
  • When I am learning new functions within Workfront, or trying to use functionality I know exists but am unsure of how to use the software, I will review any training in the Workfront Community but I have found that at times, the training does not answer my questions and when I have had to reach out to support, they often do not know the answer and I can days, and sometimes even weeks, to have my questions answered.
  • In my opinion, sometimes less is more. I would like to understand what workfront customers are using the full functionality available or to see an option to purchase pieces of the software so that SME's can be assigned to support each client based on the version they own. There are some functions I don't believe my organization will ever utilize and in talking with clients and customers of Workfront at the conferences, it has taken some of the end users many years to add functionality as part of their process because its so robust and takes years to master. I would like to understand from a percentage standpoint how many customers use for marketing only, projects only, reporting only, etc.
  • Workfront has had a large impact on our team collaboration as the tool has given visibility across the board to our staff and leadership team. Our staff regularly provides updates on task and project status by posting to the project or task whereas prior to using workfront only limited staff received the updates or response time caused delays.
  • Prioritization of projects is much easier now because we created scorecards to assess which projects must be reviewed and executed based on compliance, technology and/or strategic plan criteria built into the scorecard. We are more efficient and deliberate when prioritizing projects.
Ease of use, and the availability of the workfront community, training and now the recent Portland user group round table, make this the ideal solution for us. The program is ideal for our PMO, the staff and leadership in that it is intuitive, robust and meets all of our project and reporting needs.
Internally I will, 100% of the time, recommend Workfront because it is our system of record for everything project and provides me visibility into how much time my resources are spending on projects. I do also recommend the program to others outside of my organization. It is so much easier to manage projects, timelines and reporting through the use of a single tool, rather than using MS Project, Excel, Word and PowerPoint in order to generate a report when Workfront can do all of this at once.

Adobe Workfront Feature Ratings

Task Management
9
Resource Management
5
Gantt Charts
8
Scheduling
6
Workflow Automation
Not Rated
Team Collaboration
6
Support for Agile Methodology
2
Support for Waterfall Methodology
7
Document Management
9
Email integration
Not Rated
Mobile Access
5
Timesheet Tracking
8
Change request and Case Management
7
Budget and Expense Management
Not Rated
Quotes/estimates
Not Rated
Invoicing
Not Rated
Project & financial reporting
9
Integration with accounting software
Not Rated