Maintaining Workfront Integrity Following a Companywide Reorganization

Our goal was to leverage our consulting expertise to support our client – a multinational health insurance and services company – in maintaining momentum and achieving annual business objectives amidst structural changes.

Problem

Organizational shuffles don’t have to set your MarTech stack back.

In collaboration with key stakeholders, we:

Identified Common Goals & Objectives: Aligned multiple departments on shared goals.
Streamlined Processes & Integrations: Improved efficiency and integration across the platform.
Enhanced Workfront Operations & Capabilities: Upgraded and optimized platform functionalities

Solution

MVP Features Included:

SSO and IT Implementation: Integrated Single Sign-On and other IT solutions.
Executive Dashboards: Developed dashboards for executive insights.
New Product Forms, Templates, and Reports: Created and implemented new forms and reports.
Streamlined Request Process: Simplified the request process for better efficiency.
Maintained and Supported 3rd Party Integrations: Ensured seamless operation of existing integrations.

Result

Implementation Activities & Deliverables:

Integration Testing: Led testing and integration with IT and others.
Stakeholder Reviews: Conducted interviews and review sessions to document business requirements.
Team Training: Trained the operations team on new features.

Knowledge Transfer Activities & Deliverables:

Documentation Management: Delivered documentation on existing DAM and Fusion integrations.
Subject Matter Expertise: Acted as SME and advocate for the MarCom team in IT discussions.
Runbook Delivery: Provided a “Runbook” for turnkey management of the Workfront instance.

Our solution achieved all objectives despite organizational changes.