Seamless Workfront Integration – Advanced Workfront Foundation & Enhanced Capabilities from Day One

A multinational financial services corporation specializing in payment cards – needed user-friendly, advanced cloud-based software that was effective from day one. They aimed to build a solid foundation for their Workfront instance while maximizing its capabilities. We collaborated with key stakeholders for a seamless Workfront implementation.

Problem

Our Financial Services Corporation client was looking to build a solid foundation for their Workfront instance and maximize its capabilities.

Solution

• Foundational Mandatories: Set up essential requirements for a robust Workfront foundation.
• Immediate Use: Enabled the client to leverage their platform investment right away.
• Expanded Capabilities: Enhanced project management and reporting capabilities for comprehensive use.

Result

• Conducted 12+ stakeholder interviews to gather insights.
• Created and delivered a detailed workplan in Workfront.
• Led weekly meetings to align on priorities.
• Built 60+ Workfront reports and dashboards.
• Integrated training guides and cheat sheets into Workfront.