Wake Up With Workfront: Optimize to Elevate. Auditing and Aligning your ÃÛ¶¹ÊÓƵ Workfront Instance
Whether you’ve just inherited an ÃÛ¶¹ÊÓƵ Workfront instance or you’ve been managing one for years, a structured review is your first step toward long-term success. In this foundational session, we walk through how to assess your instance with clarity and purpose—identifying what’s working, where opportunities lie, and how to set the stage for scalable improvement. You’ll learn how to:
- Conduct a meaningful instance audit using system-level tools
- Evaluate structure, naming conventions, and workflows
- Uncover inefficiencies, redundancies, and governance gaps
- Identify areas ripe for automation and feature adoption
This session is ideal for anyone taking ownership of an existing Workfront environment—or simply ready to clean house and raise the bar. Discover what your Workfront instance is really telling you—and what to do next.
Additional Insights
Mindset for Effective Admins
Success as a Workfront admin requires a strategic mindset,
- Curiosity Over Criticism Understand why systems were set up a certain way before making changes.
- Support Over Sovereignty Act as a guide, not a gatekeeper, to empower users and align systems with business goals.
- Strategy Over Survival Shift from reactive problem-solving to proactive system design that enhances user experience.
These mindset shifts help admins uncover hidden opportunities, build trust with teams, and create scalable, user-friendly systems.
Building a Governance Team
A strong governance team ensures your Workfront instance remains effective and scalable,
- Key Players Include project managers, system admins, operations leads, and executive sponsors.
- Defined Roles Assign responsibilities for configuration, adoption, data analysis, and system health.
- Communication Channels Use dashboards, regular meetings, or governance projects to track progress and share insights.
- Training and Enablement Provide ongoing education through Experience League, workshops, and certifications.
- Governance Guidelines Establish policies for managing changes, onboarding users, and maintaining system integrity.
This team will anchor your optimization efforts and drive continuous improvement.