2020 Breakout Sessions - Workfrontlp.workfront.com/rs/758-USO-349/images/20_wf_leap... · Executive Sessions 28 Networking Sessions 31. 3 ... By using Workfront to manage our Digital

Orlando, FLGaylord Palms ResortApril 27-30, 2020

2020 Breakout SessionsSee an overview of all that Leap has to offer, including the full list of breakout sessions.

Details are subject to change.

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Leap 2020 Sessions | TABLE OF CONTENTS


TABLE OF CONTENTS

Week At a Glance 3

Business Sessions 4

Technical Sessions 12

Executive Sessions 28

Networking Sessions 31

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Leap 2020 Week At a Glance | APRIL 27-30


Monday, April 27th Tuesday, April 28th Wednesday, April 29th Thursday, April 30th7:00 am

ArrivalsBreakfast Breakfast Breakfast

8:00 amBreakout Sessions Breakout Sessions

Breakout Sessions9:00 amPartner Day

For members of the Workfront Partner

Network only

10:00 amGeneral Session General Session

11:00 am

12:00 pm Lunch Lunch

Departures

1:00 pm

Breakout Sessions Breakout Sessions2:00 pm

3:00 pm

Breakout Sessions4:00 pm

General SessionHappy Hour5:00 pm

Open Night

6:00 pm

Conference Party

7:00 pm

Welcome Reception8:00 pm

9:00 pm

10:00 pm

Monday, April 27th, 2020

10:00 a.m. – 7:00 p.m. Registration and Check-in

1:00 p.m. – 1:50 p.m. Breakout Sessions


2:55 p.m. – 3:15 p.m. Snack Break



7:00 p.m. – 10:00 p.m. Welcome Reception

Tuesday, April 28th, 2020

7:00 a.m. – 8:30 a.m. Breakfast

8:00 a.m. – 8:50 a.m. Breakout Sessions


10:10 a.m. – 12:10 p.m. Opening General Session

12:10 p.m. – 1:25 p.m. Lunch



3:20 p.m. – 4:00 p.m. Snack Break


4:50 p.m. – 5:50 p.m. Happy Hour

6:00 p.m. – 12:00 a.m. Open Night

Wednesday, April 29th, 2020




9:55 a.m. – 10:25 a.m. Networking Break

10:25 a.m. – 12:05 p.m. General Session

12:05 p.m. – 1:25 p.m. Lunch



3:35 p.m. – 4:55 p.m. Closing General Session

7:30 p.m. – 10:00 p.m. Conference Party

Thursday, April 30th, 2020





11:15 a.m. – 12:05 p.m. Breakout Sessions

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Leap 2020 Sessions | TECHNICAL


Business Sessions

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Leap 2020 Sessions | BUSINESS


Your Career from Workfront System Administrator to Chief Work Officer WORKFRONT The way people work has changed dramatically in the last few years, and it continues to evolve with an incredible speed. Workfront administrators are one of the most important pieces of the entire company’s gear, and if they’re not going to be up to speed, the whole company’s progress will slow down. In this session we will talk about what the next step in Workfront administration looks like and what it takes to become Chief Work Officer.

Change and Adoption Mindset GW T NEXT Adopt means to take by choice, choose for oneself, select. There’s no question that adoption is a one-way street—you’re in control; you choose. But why do some people choose not to use practical tools and proven processes to get the job done? For many, habit is the barrier. This is the way we’ve always done it. As expected, adopting an unknown process can create anxiety. It’s something new, something else to do. And the benefits of these tools may go unseen. How does one learn to adopt change that leads to collaboration and away from threats? The answer is mindset. Laura Goodrich, who’s studied this process for over 20 years, understands this challenge and the nature of behavior change. In this session we’ll help you understand how to improve effective change and digital adoption. This session will be customized to include the skills users need to confidently navigate the practical tools of Workfront.

Five Early Wins from the Done Right at Workfront Initiative WORKFRONT In this session you’ll get an insider’s look at how Workfront combined the principles found in the book Done Right, by Alex Shootman, with our own software to make significant strides toward our digital transformation and how we helped customers achieve the same results. Specifically, you’ll learn how we launched a governance board, Workfront cleanup, personalized dashboards, Workfront-centered meetings, and cross-functional strategic projects.

Agile Fundamentals for Non-Software Teams WORKFRONT This session will introduce the concepts around Agile for non-software teams. Using practical examples that have proven successful, we’ll discuss beginning your Agile journey, mixing different methodologies to make something that works for you, running an effective stand-up, and creating a Kanban board.

Confessions of a Former Perfectionist Workaholic . . . And You Can Be One, Too WORKFRONT Modern work is never ending. You never have enough time to give your highest quality, most creative work. Some weeks you feel like giving up. Learn from a former perfectionist workaholic the strategies for dealing with the pressures of modern work, and explore new ideas with other professionals.

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The Brain Science of Communication WORKFRONT Sometimes in our communication with others, we actually miscommunicate because we lack self-awareness. Understanding how our brains become consciously aware of ourselves and, in turn, everyone else helps us to better connect with, adapt to, and ultimately influence others. In this session we’ll identify true self-awareness and how to get there quickly and easily

Maintaining the Human Element Through Digital Transformation WORKFRONT As we rush to automate menial tasks, integrate and connect systems, and enhance the speed of work, it’s easy for end users to be forgotten along the way. In this session we’ll discuss how human input and experience impact output so that your teams and users are equipped for change and so your implementation will successfully support your most valuable asset: people.

How Consumer Insight is Researching the Magic Through Workfront WALT DISNEY COMPANY This session will provide a general overview of how Consumer Insights uses Workfront for project management, supplier management, and Kanban Agile Boards.

Do Yourself a Favor and Create a Workfront Governance Process AMERISURE MUTUAL INSURANCE In this session we’ll explain how we at Amerisure set up a Workfront governance process upon the launch of Workfront to help manage user requests about all things related to Workfront. This process has helped us classify and prioritize the issues directly related to our users. Additionally, we’ll touch on naming convention, documentation, and communication to keep Workfront as organized and understandable as possible.

From Chaos to Collaboration: Implementing an IT Governance Process CORNELL UNIVERSIT Y Does IT project demand far outstrip your staff capacity? Do constituents expect IT to address their needs immediately? Does leadership lack an understanding of what IT is working on and why? If so, implementing an IT governance process may be for you. Learn about the governance process we put in place, the benefits we’ve realized, and how Workfront’s Resource Planner supports the process. Leave with concrete steps for implementing a governance process in your company.

Workfront Governance: Step by Step WORKFRONT In this session you’ll learn a stepwise plan to establishing Workfront governance within your organization and understand the importance of doing so.

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Bridge the Gaps Between People, Process, and Technology WORKFRONT Learn how to extend your platform for modern work with a prescriptive integration strategy so that you can operate with speed and predictability, while minimizing costs and maximizing operational excellence.

Planning Your Integration: Fusion Steps to Success WORKFRONT Connecting systems can be scary, especially if you’ve never done it before. This session will review the items necessary for a successful integration whether using Fusion or general integration processes. We’ll go over preparation for integrations, the Workfront integration methodology, and long-term strategies to maximize value

Architecting an Operational System of Record WORKFRONT In this session we’ll demonstrate how to build an operational system of record, using multiple technologies and deliverables, that allows you to accomplish key organizational goals.

Three Ways to Choose the Growth over the Fixed Mindset WORKFRONT Join Jon as he discusses important research about fixed and growth mindsets, from Standford scholar Carol Dweck. He’ll break down the differences between the two mindsets and share three ways to actively choose the growth mindset over the fixed in every part of your life.

Request Queues: The Bait to Hook Your Workforce CREDIT UNION OF COLORADO In this session we’ll share our experience in leveraging the request queue feature to encourage greater adoption of Workfront within our company. By using Workfront to manage our Digital Services Network omni-channel updates and enhancements, for our Community Outreach volunteer events, and in our frontline onboarding process, our organization’s utilization of the tool and user competency have significantly increased.

Transitioning Roles in the Organization PLEX SYSTEMS Turnover and transitioning roles in an organization can present many challenges, including how Workfront is managed within a department or group. The team at Plex was able to navigate challenges by changing routing rules, request queues, and templates to adapt to changing roles and personalities in the organization. This session will demonstrate how we continue to find success through organizational change.

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ROZ: A Work in Progress THE WALT DISNEY COMPANY Yellow Shoes, an internal agency at Disney, recently created a Project Management office, bringing with it a reorganization and redeployment of Workfront. In this session you’ll learn how the agency reorganized its instance, including its introduction and rollout, as well as pitfalls to avoid and best practices.

Can We Do That? THE CHANNEL COMPANY When our organization viewed Workfront through the lens of innovation, we were able to move beyond the traditional use case and leverage Workfront in a new way: work management as a service. We’ll show you how we did it.

Lion Award Winner for Strategic Engagement WORKFRONT Join this fireside chat to learn from the Strategic Engagement winner. This winner’s success starts with visibility and context. We’ll learn how this organization actively communicates goals to every team member and how all workers, including executives, have visibility into each other’s work and roles. This commitment to providing an always-on, clear line of sight lives in the DNA of the organization and its leadership, empowering each person to become a strategic contributor to success.

Lion Award Winner for Operational Excellence WORKFRONT Join this fireside chat to learn from the Operational Excellence award winner. This winner has shown excellence in creating a high-performance culture that actively manages work and measures results against goals and utilization. A Q&A segment will follow.

Lion Award Winner for Organizational Agility WORKFRONT Join this fireside chat to learn from the Organizational Agility award winner. A Q&A segment will follow.

The Generation Gap and the Future of Work WORKFRONT The modern workplace is multi-generational, spanning from Boomers to Bots. Each brings its own formative experiences, beliefs, and skills to your organization. Why does that matter, and how can you lead this multifaceted group as a cohesive team? And what does the future of work mean for us all? Join our discussion as we learn about the people around us, and then take the long view to glimpse what the next 100 years will bring.

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Lion Award Winner for Work Management Leadership WORKFRONT Join this fireside chat to learn from the Work Management Leadership award winner. This award recognizes leaders in enterprise work management who demonstrate excellence in all Lion Award categories.

Lion Award Winner for Modern Work Leader WORKFRONT Join this fireside chat to learn from the Modern Work Leader award winner. This award recognizes a leader who is an agent of change and displays excellence in leading work transformation.

The Future of Work: Harnessing the Diversity of Our People WORKFRONT This session will help you create a culture of inclusion and belonging at your organization. Cultivating inclusive environments where individuals work with purpose and meaning yields positive business outcomes and equips your organization to better serve both your internal and external customers. In this session we’ll explore how diversity of ideas and people drives creativity, innovation, and high performance.

Battle for Focus: How Will Resource Management Evolve in a Modern Enterprise? WORKFRONT Gartner tells us that named resource allocation will go away. What does that mean for resource management and how will the role evolve to support this new reality?

In-House Creative Studio Resource Management SCHNEIDER ELECTRIC In this course, you’ll learn how Schneider Electric’s In-House Creative Studios traffic work into the teams, manage projects with templates, and use the resource manager to allocate the studios on a weekly and monthly basis while leveraging the PTO feature.

Content Review and Approval: A Customer Journey WORKFRONT Managing content and reaching sign off can greatly impact productivity. Take a real time journey with a WF customer and see how they’ve streamlined their content review process to achieve optimal results

Battles of the Bots: Workflow Automation vs. Robotic Process Automation WORKFRONT There is an explosion in both the number of tools and opportunities for work automation. Some people talk about workflow automation, while others profess the benefits of Robotic Process Automation (RPA). In this session, participants will learn what the difference is between these concepts, what value they each bring to an organization, and how to select the right technology for our the job to be automated.

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How Apptio’s Delivery Health Metrics Improves Project Reviews APPTIO, INC. Apptio has developed a simple yet sophisticated mechanism to calculate the health of any project and identify potential project risks. This provides visibility across the organization on how projects are going and allows the teams to develop specific action plans where risk is identified. This has allowed our practice directors to be more proactive in managing the projects and customer expectations

Lion Award Winner for Rising Star WORKFRONT Fireside chat with winner of the Rising Star award, an up-and-coming individual whose excellence in collaboration and ability to inspire is setting the pace for the rapidly changing world of work.

Alternate Means of Motivation: How to Encourage Your Team to Adopt and Use Best Practices VIASAT Showing how to use reporting as a tool to encourage adoption and engagement of Workfront

Be the Change (Driver) KEY BANK The concept of driving change can often seem daunting or hard to achieve with so many obstacles and opinions to manage along the way. In this session, you’ll learn about how one Marketing Project Management team has become a change leader not only in their department, but across their organization into other teams as well. By gathering research, fostering buy-in, and leading by example, we’ll show how you too can learn to successfully drive change!

Performance Indicators on Modern Work: A Data-Driven Journey ARTHREX This session will provide insights on how to build a simple framework within Workfront to enable data-driven decision making. Topics include lessons-learned on standard processes, standard definitions, and examples on how to obtain data for your organization.

Optimizing Your Digital Ecosystem REGO CONSULTING There is explosive growth in the availability of new tools and solutions for your organization. Does your business have an interconnected roadmap across its entire ecosystem of tools? Understanding how Workfront fits into your overall ecosystem is critical for your long-term success. Join Rego’s expert guides as they discuss why organizations need a digital ecosystem roadmap; techniques that will gain stakeholder buy-in; how to start today; and, most importantly, how Workfront is a key solution in your digital ecosystem.

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Machine Learning and AI Within Modern Work Management WORKFRONT What is machine learning, and what is Workfront doing with it? Workfront has the right volume, variety, and velocity of data to push forward with machine learning. Join us as we talk about where we are and where we’re going with AI and modern work management.

If at First You Don’t Succeed, Retool, Reimplement, and Relaunch! FLORIDA HEALTH CARE PLANS (FHCP) Sometimes it’s hard to admit a rollout was less than stellar, but that doesn’t mean you should abandon the tool and start over. Though our organization initially stumbled at the rollout of Workfront, we were able to relaunch and reinvigorate our userbase. We’ll share our lessons learned and how we turned it around for FHCP with those who might have had a similar experience.

Winning Adoption Through Effective Change Management TILLAMOOK COUNT Y CREAMERY ASSOCIATION In early 2019, Tillamook County Creamery Association underwent a massive expansion of their Workfront instance from a small user group, to over 100 users in 2 primary work groups: Engineering Capital Projects and New Product Development. Tillamook has been successful in gaining rapid adoption due to intentional change management through the entire process from system selection, to system design, and now with an emphasis on post launch support for all users.

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Technical Sessions

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Enterprise-Level Business Unit Management WORKFRONT To empower Workfront customers to use the platform as an operational system of record, current administrative solutions are being scaled to allow multiple business units to co-exist within the same Workfront environment without configuration dependencies. With this single source of truth, companies will enjoy greater cross-departmental collaboration and reporting capabilities.During this session we’ll cover the recent and upcoming enhancements supporting scalable system administration capabilities.

Layout Templates: Master-Level Customization Practices WORKFRONT Layout Templates determine how you use Workfront and dramatically impact your interaction with the platform. Do you know how to maximize their use? This presentation will unveil best practices and customization strategies for Layout Templates to help you succeed.

Implementation Best Practices: How to Get It Right the First Time GALLAGHER This session is for anyone planning to make major changes to their Workfront instance and for first timers in the planning phase. Implementation brings unique challenges that you may not see coming. I’ll highlight implementation best practices and lessons learned while rebuilding and reimplementing Workfront for Gallagher’s in-house creative and digital team.

How Workfront Cleaned Up Its Own Unbridled Instance of Workfront WORKFRONT Learn how Workfront conducted a massive cleanup effort of its own Workfront instance in the summer of 2019 and ensured it would remain an effective operational system of record for the entire company.

End-to-End: How to Engineer Efficient Marketing Processes ESRI Developing, capturing, and executing end-to-end marketing processes is critical to streamlining workflows, reducing time to market, and enabling your teams to do their best work. Join this session to learn how Esri consolidated 74 request systems into a streamlined marketing operational system of record, and walk away with actionable tips for capturing end-to-end marketing processes in your organization.

Adoption: Done Right WORKFRONT, PRUDENTIAL , STANLEY BLACK & DECKER Learn an innovative way to ignite Workfront adoption and accelerate start-up use. This session explores how to employ a strategy kit to quickly achieve broad usage. Representative customers successfully enabling this method speak to their experiences.

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An Introduction to Agile OHIO HEALTH In this session, it will become easy for you to understand how to set up and use Agile with Workfront. You’ll also learn how to set up teams.

Work Management Mixology WORKFRONT Digital transformation is continuously shifting how we do our work. Our teams are being asked to adopt and deliver value quickly, and usually within Agile or Waterfall. In this session you’ll learn how to effectively blend methodologies within your organization to stay productive.

15 Advanced Tips to Level Up Your Workfront WORKFRONT, INC. This session will help users get the most out of Workfront by using advanced tips to level up the way they manage, track, and execute work.

Optimizing Your Instance of Workfront: Action You Can Take Now CUNA MUTUAL GROUP Effecting change in how your teams engage with Workfront can be intimidating. We’ll discuss the challenges we faced onboarding our teams and share best practices to help you optimize your Workfront instance, encourage cross-functional engagement, and strengthen the value of your Workfront investment. Each tip will be presented as an actionable item that you can start work on immediately. The session will include sample process documentation and survey questions to help craft your optimization journey.

I Want to Be Release Ready! WORKFRONT Workfront has many exciting new products and solutions that will be available in 2020. Be sure you’re ready to take full advantage of these new capabilities for your enterprise. Join the Product team to learn how to be release ready.

Engagement and User Adoption: Small Ad Agency AGENCY 720 In this session we’ll walk you through the entire implementation process, from discovery and build to inception and launch. Companies that are currently building their instance will hear about a simple, focused implementation strategy the will limit stress and engage new users.

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How to Execute a Massive Event Using Workfront and Fusion WORKFRONT Learn how to leverage Workfront end to end for events with an inside look at how Workfront’s marketing team utilizes project templates, approvals, proofing, reporting, integrations, and Fusion to bring you Leap 2020 and more.

Workfront: It’s Not Just for Marketing THYSSENKRUPP We’ll demonstrate how we at thyssenkrupp System Engineering joined Workfront with our global project management system, including some of the adjustments we made in Workfront and how we track and manage our project gate process and its checklists. We’ll also highlight the reports and dashboards that help us manage the business.

Managing Your Marketing Tech Stack in Workfront WORKFRONT Workfront’s Marketing Technology team uses Workfront to manage and onboard new technology. Because of technology’s ever-changing landscape, new integrations are regularly considered and oftentimes replaced. In this session you’ll learn about the company’s marketing technology stack and how it’s managed in Workfront. You’ll also learn about the templates we use and how tasks and notifications are created with Fusion FLO.

Mature Workfront to Optimize Integrations Across Your MarTech Stack COMERICA BANK Comerica Bank has been on a journey to advance its use of Workfront while onboarding additional marketing technologies like Allocadia and Salesforce Marketing Cloud. These efforts are improving user experience, efficiency, and marketing ROI. In this session you’ll learn how Comerica Bank has identified and overcome key challenges on this journey. You’ll leave this session with new ideas on how to help your organization’s teams get more work done using Workfront and how to integrate so as to improve marketing planning, budgeting, activation, and ROI measurement.

Use Fusion Integrations to Boost Your Workfront Capabilities BRISTOL-MYERS SQUIBB Thinking about using Fusion integrations but unsure where to start? Join Jessica to see how Bristol-Myers Squibb leveraged a custom Fusion integration to customize and enhance the process of managing project financials within their existing instance.

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Expanding Your Workfront Universe: Custom Solutions FCB Has Implemented FCB In this session, FCB will showcase some custom solutions implemented to take our instance out of this universe. We will demonstrate our processes for hour entry, gantt chart exports, studio automation, and hot sheets.

Get the Most Out of Your Teams with Workfront + Adobe WORKFRONT We’ll discuss how to bring together Workfront, the leader in work management, and Adobe, the leader in realtime customer experience, to optimize everything from campaign strategy and planning to deployment and monitoring. We’ll explain how you can do this today, using examples from clients who’ve already begun to realize value with this approach.

Make a Seamless User Experience with AEM and Workfront UNDER ARMOUR Under Armour will inspire you with performance solutions you never knew you needed and can’t live without. We’ll show you how digital transformation can improve everyday team productivity while keeping user experience its first priority. By merging Workfront and Adobe Experience Manager, Under Armour has been able to automate metadata and asset delivery, giving team members more time to be creative. You’ll learn how to use creative brief data from Workfront as asset metadata in your DAM, how to make your photography workflow more accountable with Workfront AEM Connector, and how to deliver marketing assets using Workfront IDs as your universal ID system for easy self-service search.

The Evolution of Workfront Fusion WORKFRONT Workfront is committed to delivering best-in-breed integration capabilities that support the most critical integrations for your business. Come learn about the next evolution of this critical technology, including a powerful new interface, advanced capabilities for handling complex scenarios, and robust tools to process data more quickly.

API Fundamentals: Using the Workfront API to Enhance Business Applications SIGNANT HEALTH Is your organization downloading or emailing reports from Workfront on a scheduled basis just to upload the information into another system? Is your organization going through a merger/acquisition and being required to integrate Workfront to other business systems that need real-time updates? In this session we’ll discuss the available integration options within Workfront; methodologies used to access, update, and transfer data to and from Workfront; and business use cases where the API was used.

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Integrations Everyone Should Be Using WORKFRONT Integrations aren’t just for Fusion. Come learn a three-pronged approach to Workfront integrations that every department should deploy. We’ll discuss the prescriptive integrations we’re using and what you’re missing out on by not leveraging this technology to its potential.

Kick-Starts: Cracking the Code THERMO FISHER SCIENTIFIC We’ll take a look at creating a successful Kick-Start and how Thermo Fisher Scientific has used them to create efficiencies. We’ll crack the code to understanding the Kick-Start column headings and show you simple ways to have any needed IDs at your fingertips. Inevitably you’ll want to include custom field data in your Kick-Start. And even the best laid plans sometimes fail, so we’ll take a look at understanding the error message that comes when a Kick-Start fails.

Modern Planning for the Enterprise WORKFRONT Modern expectations have evolved. We must adjust our work practices to better meet the rising tide of challenges enterprises face today. In this session we will address how planning is evolving to accommodate the flexibility required, while still providing stability and direction to a ever more chaotic world. Be prepared to see how some of the new tools emerging within the Workfront suite of solutions fit into the grand lifecycle of strategy through to the beginning of execution.

Leveraging Kick-Starts Within Workfront PGA TOUR Come see how the PGA Tour Creative Studio utilizes Kick-Starts within Workfront, from large-scale migration to campaign planning. We’ll explore the ins and outs of one of Workfront’s more intimidating, yet powerful, features.

Strive to Create an Environment of Self-Service HAYS CORPORATION Providing Workfront administrative support to a corporation of any size can be daunting. Come learn how we helped drive efficiency and user adoption within companies like Stanford, Google, and Roku while reducing system administrators’ workloads. You’ll also come away with an understanding of four key components of an onboarding process that empowers users with the knowledge to navigate Workfront competently and confidently.

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Lion Award Winner for Technical Excellence WORKFRONT This Lion Award winner has achieved work management excellence by deploying technology to optimize work processes that centralize content and data for both easy access and smarter decision making.

Exploring Campaign Management WORKFRONT Explore the history and methods of campaign management through native Workfront use and automation. This session will include an open discussion from attendees about successful practices and pitfalls to avoid.

Using the API for Project Hygiene DENVER WATER Project Hygiene reflects the quality and accuracy of a project plan. While Project Health reflects the health of the overall project, Hygiene ensures the plan is up to date and current. This session shows how the API can be used to ensure good clean Project Hygiene.

Collections: A Whole New World of Advanced Reporting WORKFRONT Are you ready to take your reporting skills to the next level? Let us open your eyes to a whole new world of reporting capabilities. During the course of this session we’ll show you what collections are and where they can be used. We’ll then walk through common scenarios of how collections can add tremendous value to your Workfront reports.

EXISTS Filters WORKFRONT Have you ever been building a report and found that Workfront wouldn’t allow you to build the filter you needed? This session will help you solve three specific report filter roadblocks that you may have run into in the past. This session requires strong technical knowledge in general and a strong knowledge of Workfront.

Developing Reporting that Resonates with Leadership Without Overburdening Your Team VMWARE In business there’s a never-ending supply of data. It’s everywhere. The challenge is knowing how to capture relevant data your leadership wants and doing it efficiently so that your teams don’t feel overburdened. Come learn Workfront reporting techniques to help your teams strike the best balance between data quality and productivity.

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Drive Change Through Data Storytelling WORKFRONT Numbers have an important story to tell. They rely on you to give them a clear and convincing voice, says author Stephen Few. To successfully deliver your projects and tasks so that they effect change, you must be able to tell a convincing story with that data. Come learn how to do this and how to avoid the data pitfalls that overwhelm your users. Screen reader support enabled.

Data Democratization: Empowering Your Teams with Actionable Data WORKFRONT Workfront has the tools you need to create customized views for any member of your organization. Come learn how to use dashboards, reports, and customized layouts to reduce meetings and optimize efficiency.

Internal Cross Charging and Revenue Forecasting in Workfront CISCO Cisco’s The Hatch, like many internal and external creative agencies, operates on a cross-charge model. We track time and expenses to charge back to the requesting department in order to break even as a revenue center. With real-time forecast reporting, our leadership can see at a glance how our teams are tracking throughout the quarter.

Unlocking Time-Tracking Potential WALGREENS CO. How effective time tracking leads to transformed project planning and resource allocation and adds value for your organization.

Into the Unknown: An Exploration of Time Utilization RWJBARNABAS HEALTH Join Elsa and Olaf for a session about the technical aspects and strategic approach of time tracking in Workfront. Any concern about time management? Let it go! Whether you’re just diving into your Workfront implementation or you’ve utilized the system for years, we’ll be covering start to finish set up of our current time tracking process. We’ll also discuss our future plan to implement capacity planning. Join our session, it’s worth melting for!

Take Control of Your Account: How to Ensure No One Sees Your Data WORKFRONT Your account should only belong to you and your data should be visible only to the people you want to. That was not possible in Workfront previously, but not anymore. In this session, we are going to cover technics and practices to make sure your accounts data stays fully private.

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Building an Operational System of Record in Your Organization WORKFRONT You’ve heard Workfront evangelize the term Operational System of Record, but what does it really mean? In this session you will see an Operational System of Record in action and learn what the fundamental building blocks of an OSR are and how they can help your organization coordinate strategic work across teams in a connected and automated environment.

Scaling Process for Cross-Functional Work WORKFRONT Cross functional projects often involve multiple processes, conflicting timelines, and misaligned expectations. The good news is, we’ve done the trial and error for you and want to share our secrets to dealing with the chaos and delivering a seamless project workflow across teams and different departments. We have found as we have perfected our processes within integrated projects, that not only have we been able to deliver on assets quicker with higher quality, but the experience itself has been enjoyable for all.

Accenture Partner Session ACCENTURE The Life Sciences industry is looking for new ways to engage with their customers, bring more content to market, while doing more with less. Learn how Accenture is partnering with Workfront to provide a seamless End-to-End collaboration across the entire workflow pipeline. We’ll share our point of view on how to optimize campaign execution from campaign strategy through monitoring, inclusive of Veeva MLR review/approval and how to optimize the collaboration between Veeva and Workfront and the associated benefits of this approach.

Bridging the Gap Between Marketing Strategy and Execution ACCENTURE Learn how Accenture and Workfront have partnered to bridge the gap between Marketing Resource Management (MRM) and Campaign Management (CM). We will demo a seamless integration between Adobe Campaign and Workfront using the powerful codeless connectors and rule-based workflows of the Workfront Fusion platform. Learn how to gain synergy between strategic planning and cross-channel campaign execution and fully close the loop on your marketing process.

Workfront: Taking On New Product Development (NPD) with Advanced, New Plugin Features REGO CONSULTING Effective new product development is critical to the success of any product organization. Workfront and Rego Consulting recently released a set of enhancements that bring enterprise-level NPD functionality to Workfront. In this session you’ll learn about new features like: stage gate snapshots, advanced multi-period forecast/cost/benefit planning, historical detailed status reports, and bi-directional integrations. Workfront now has the capabilities to take on NPD management, and add value to IT and other segments. You will also learn how this solution seamlessly extends Workfront to meet all NPD or IT needs.

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Whose Milestone Is It Anyway? Cross-Team Collaboration in Workfront HARVARD UNIVERSIT Y After a few years of departments independently managing projects in Workfront, Harvard’s Alumni Affairs and Development Office took the next step in optimizing its instance to implement guidelines for program management. Join us to see how we evaluated several Workfront configurations.

Insights That Drive Action with Workfront Analytics WORKFRONT Workfront’s power comes from its ability to help users glean insights that ultimately drive greater success and outcomes. And its new tool does just that by converting historical data to graphs, allowing users to be informed by that data and use it to reduce risk without having to understand it. You’ll learn how to use the tool to see how a project is doing, what’s increasing costs, and what tasks need to be focused on to reduce risk.

The Evolution of Project and Portfolio Management in a Digital World WORKFRONT In today’s dynamic digital world it’s important to consider how all of the different work management tools and increasing use of AI over human intelligence will impact portfolio management, project execution, and outcome delivery. More importantly, enterprises should be considering how they can proactively prepare for the changes! In this session we’ll explore what industry experts and analysts see as upcoming trends in project and portfolio management and what you can do to prepare for those changes.

Fast-Track Strategies to Successfully Launch Your Workfront Practice LOGITECH So you’ve decided to modernize your creative services workflow. That’s great! But how do you roll it out in a scalable way that ensures senior management support, increases team satisfaction, and encourages adoption by creatives who are inherently systems adverse. From industrial design all the way through digital marketing.Come learn strategies Logitech Operations used to launch Workfront to manage 250+ people working across its product development lifecycle, from industrial design all the way through digital marketing.

DIY: Build a Workfront Training Toolkit for Your Team WORKFRONT You need to onboard or train how many users? We’ve got you covered. Join us as we help you stock your Workfront Training Toolkit with the essentials to get your teams up to speed effectively.

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How To: Understand and Create a Workfront Request Queue WORKFRONT Are work requests coming at your team from every direction? Alleviate the burden of managing incoming demands with a Workfront Request Queue. Learn how to set up the topics for each queue and to route the submitted requests to the right people.

How To: Plan with Simplicity: How Good Leaders Achieve Extraordinary Results WORKFRONT Extraordinary results don’t happen by coincidence; they emerge from a smart plan executed with accuracy and precision. Join us as we explore creating extraordinary goals, tying those key initiatives, tracking progress through milestones, and creating best next actions. The focus will be on creating a simple plan for extraordinary results.

How To: Project Management Fundamentals WORKFRONT Take a quick journey with us as we walk through basic project creation in the eyes of a project manager, from request creation to project completion. Learn the very basics of project creation, task management, and time management.

DIY: Design a Workflow to Change Your Business WORKFRONT By 2021, experts expect global spending on digital transformation to exceed $2 trillion annually. As enterprises race to digitize and transform their operations, they need to know where and how to start. In this session we will expose the pattern for successfully transforming work, realizing business value, and repeating it all over again.

On Time, At Risk, Oh My! Managing Project Timelines WORKFRONT This course will take intermediate-level users through detailed project management using project timelines and different date types, allowing you to dive deeper into project health. Prerequisite: Project Management Fundamentals

How To: Manage Work via Kanban and Scrum in Workfront WORKFRONT Give your work processes more flexibility by learning to use Workfront’s Agile work management features.This class will focus on planning and completing work using Scrum and Kanban methodologies.

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DIY: Create Results-Oriented Collaboration WORKFRONT Collaboration and communication are key to business success. This session will cover the top ten communication and collaboration tips you can leverage when using Workfront. Come join us to see how you can really get the full benefit of Workfront’s collaborative features.

THINK: Whom Do You Serve? How Good Leaders Align Stakeholder Interests WORKFRONT As businesses race to compete in a digital work environment, meeting the needs of the primary stakeholders becomes a skill of aligning and balancing interests. This is not always easy, but it is possible. In this session we’ll explore some best practices from the industry and conduct a stakeholder analysis to stay aligned within your organizations.

How To: Reporting Elements WORKFRONT Workfront is an amazingly robust tool, with all the information you need about your organization at your fingertips. In this session we’ll show you how to create and use custom groupings, views, and filters to get the most out of your data. Recommended Follow-Up Courses: Building Custom Reports; Enhance the UX with Dashboards and Layout Templates

How To: Enhance the UX with Dashboards and Layout Templates WORKFRONT Workfront’s dashboards and layout templates make it easy for every user to find and manage their work. Come learn how to use these key features to make for a friendlier Workfront experience and better user adoption. Prerequisites: Reporting Elements; Building Custom Reports

How To: Building Custom Reports WORKFRONT Workfront’s custom reports feature gives users visibility into the work being done. In this session learn how to combine groupings, views, and filters to get the specific information you and your stakeholders need. You’ll also learn how to use charts to make your reports more viewer friendly. Prerequisite: Reporting Elements

How To: Introduction to Text Mode Reporting WORKFRONT In this session we’ll explore the code behind Workfront’s standard report builder. Specifically, we’ll discuss the basics of text mode, camelCase, reporting element structures, and API Explorer in order to give you the right foundation to increase your reporting power with advanced reporting. Prerequisites: Reporting Elements and Building Custom Reports

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How To: Create WPI Reporting on Velocity WORKFRONT Come learn about the Velocity Work Performance Indicator (WPI) discussed in Done Right, by Alex Shootman. We’ll discuss the Velocity WPI and how to measure it; how to create custom forms, calculated custom fields, and setup settings needed to capture and report on Velocity and the Work-Commit Ratio discussed in the book; and how to create several useful reports to track Velocity on current and past projects. Note: This session is intended for those who’ve taken the Report Creations course or have equivalent experience.

How To: Create WPI Reporting on Mix and Capacity WORKFRONT Come learn about the Mix and Capacity Work Performance Indicators (WPIs) as Alex Shootman outlines in his book Done Right. This includes evaluating the Mix WPI, measuring the Mix WPI, how to create custom forms, and best practices for reporting & tracking on capacity. Note: This session is intended for people who have taken the Report Creations course or have equivalent experience.

How To: Create WPI Reporting on Quality and Engagement WORKFRONT Come learn about the Quality and Engagement Work Performance Indicators (WPIs) discussed in Done Right, by Alex Shootman. We’ll discuss the Quality and Engagement WPIs and how to measure them, how to create custom forms and fields to capture and report on them, and steps for creating several useful reports to measure each. Note: This session is intended for those who’ve taken the Report Creations course or have equivalent experience.

Setting Up Workfront for Resource Management WORKFRONT To take full advantage of Workfront’s resource management tools, you’ll need to have certain system settings in place. In this course, learn how to set up your organization’s human resource supply and demand, allowing your team to leverage both strategic and tactical resource capabilities in Workfront.

How To: Uploading Proofs in Workfront WORKFRONT Review and approval will help you get content out the door faster -- without sacrificing quality. You’ll learn how to upload proofs in Workfront, assign the right stakeholders to review the proofs and manage versions of the work as your team requests changes and makes corrections.

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How To: Build Proof Workflows and Templates in Workfront WORKFRONT Optimize the use of review and approval features by implementing a workflow that works for your organization’s needs. Explore some examples from other Workfront customers. Then learn how building workflow templates can ensure consistent proof reviews and faster, easier proof management. Prerequisite: Uploading Proofs in Workfront

How To: Measure with Meaning: How Good Companies Measure Modern Work to Win WORKFRONT This session will expand on the five Work Performance Indicators (WPIs) Alex Shootman suggests in his book Done Right. We’ll introduce several reports you can create and use in Workfront right now. We won’t get into the details of how to create these reports, that will be covered in other sessions. In this session we will examine what these reports can tell you about each WPI as it relates to your organization. How have you been doing? How are you doing now? What steps can you take to improve? How can you measure that improvement?

DIY: Update Your Training Materials for the New Workfront Experience WORKFRONT The new Workfront experience brings exciting changes to all Workfront users. But for core teams, learning and development groups, system admins, and others, the changes mean updating training curriculum and materials. Workfront experts share their tips for making sure your users have the materials they need when Workfront changes.New course that we create from scratch (using existing update your training materials enablement kits and principles from DIY) 1. Learn what’s part of the key phases of prepare, produce, publish and prepare, develop, deliver; 2. Identify which training and support materials should be updated first; 3. Learn how a content plan helps you focus on what’s important when developing new materials

Product Roadmap Session WORKFRONT Stay tuned for more details!

The Roadmap to Using Your Own BI Tools to Analyze Workfront Data WORKFRONT Workfront customers create and interact with an enormous amount of data contained within Workfront to run both everyday activities and their most strategic initiatives. Dive into our vision of making Workfront your single source of truth by enabling you to use the best tools to systematize and analyze that data and gain insights into the performance of the organization.

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How to Level Up Your Salesforce Org with Workfront and Fusion WORKFRONT What would you get if you combined the power of Workfront, an enterprise that’s reimagined modern work, with the power of Salesforce, uniter of companies and customers? In this session you’ll learn new ways to use Workfront, Fusion, and Salesforce to overcome modern work issues that affect organizations of any size. Unleash the true potential of Workfront with your Salesforce org!

Express Yourself: Getting More out of Calculated Custom Data WORKFRONT In this session, a Workfront Consultant will share tips for getting more out of calculated custom data in Workfront. We have selected the most common expressions used and will be breaking them down to their individual parts and then sharing tips to take their use to the next level.

Workday’s Successful Path to Workfront Adoption WORKDAY We would like to share our path to successful adoption of Workfront which is mostly due to support from our executive team as well as a series of optimizations led by the Marketing PMO Team at Workday. We’ve gone from 30% adoption and we are now targeting 100% adoption within the Marketing Organization made up of nearly 500 employees. Workfront is our tool of record in Marketing.

In-House Agency Benchmarking and Trends CELLA Each year Cella benchmarks in-house creative agencies to provide a quantitative review with qualitative examples of what’s remaining consistent and what’s changing across the industry. Understanding the size and composition of teams; reporting structures and implications; technology and roles and other benchmarking points helps in-house agency leaders validate and determine the strategic direction they are managing their team toward.

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Take the Robot Out of the HumanLEAPPOINTDo you have teammates performing manual, mundane, and repetitive steps in Workfront? This course walks you through step-by-step instructions for deploying digital workers within Workfront. Improve the speed of work and win over your team by providing them with more time to focus on the work they do best!

The User Adoption Cheat CodeLEAPPOINTStruggling with user adoption? This course shares how thousands of Workfront users are leveraging JumpSeat for in-application training. Enable your users with step-by-step instructions that guide them on how to perform their work right inside of Workfront. JumpSeat also helps with adapting to changes including the new Workfront experience. All attendees will receive a free 60-day trial version to pilot a guide with your user base.

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Executive Sessions

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Leap 2020 Sessions | EXECUTIVE


Take the Helm: Steer Your Merger/Acquisition Toward Success SIGNANT HEALTH Mergers and acquisitions are commonplace, but few are successful. According to a Deloitte study, integration is the most important factor in a successful M&A, but execution and integration are the main reasons mergers fail to achieve target values. This session will discuss the M&A challenges Signant Health encountered over the past year and the solutions they implemented to make their transaction a success.

Our Workfront Journey–A Lot Can Happen in a Year CENTURYLINK A little over a year ago we were challenged at CenturyLink to transform how we worked. We started with ten-plus separate systems, 15 teams, and 175 team members. Our people and process alignment were limited. We had zero centralized reporting and capacity planning, as well as limited proofing and transparency. At the same time, we were asked to launch new creative and messaging for both B2B and B2C and to move from external to internal resourcing. And we did it! Join us to hear how and what we learned along the way.

Evolving Workfront for Rapid Growth TRENDLINE INTERACTIVE This session will focus on how to evolve your company’s use of Workfront to meet the demands of a rapidly growing team. Trendline Interactive initially configured Workfront for the use of a 35-member team, and in 2019–2020 it expanded to over 200. Molly will share insights into how Trendline identified focus areas, got alignment and participation across all teams to use Workfront more effectively, and worked with Workfront and their partner ecosystem to achieve their goals.

Workfront: A Lever to Transform Your Organization and Performance WORKFRONT This session will highlight how Workfront is using its own technology and resources to transform the way it does work. Using proven organizational change and engagement methods, creative applications of Workfront, and the willingness to experiment with new approaches, learn how a small team of zealots is driving performance improvement and cultural evolution in Workfront’s internal laboratory of modern work.

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Leap 2020 Sessions | EXECUTIVE


Herding Cats: A Journey to Effective Project Portfolio Management CREDIT UNION OF COLORADO After several years of managing chaos rather than managing a project portfolio, the Credit Union of Colorado developed a 5-step process to manage enterprise efforts within Workfront. The steps (Identify, Understand, Develop, Prioritize and Work) allow CUOFCO to tie portfolio items to the organizational strategic plan and deliver high-impact projects each year.

Driving Enterprise Outcomes WORKFRONT As a leader or manager within your enterprise you look into the future and define what you hope to accomplish. You identify the proper measurements for success. Then you plan the best actions your people can take to deliver the results you need to succeed

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Networking Sessions

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Leap 2020 Sessions | NETWORKING


Networking Session: End-User Onboarding and Adoption WORKFRONT Are you wondering how to get more users to adopt Workfront at your organization? You aren’t alone; it’s a common theme! Join this interactive networking session to learn how others have rolled out Workfront, onboarded their teams, and increased adoption with end users. This session will not have a presentation; instead we’ll break the room into groups based on industry, maturity level, or specific use cases depending on attendance and interest.

Networking Session: Agile in Workfront WORKFRONT Do you currently use Workfront to manage Agile processes at your organization, or don’t and want to learn more? Join this interactive networking session to learn how others are using Workfront for things like managing sprints, setting up swim lanes, reporting on burn charts, and more. This session will not have a presentation; instead we’ll break the room into groups based on industry, maturity level, or specific uses cases depending on attendance and interest.

Networking Session: Workfront Geeks WORKFRONT Calling all Workfront experts, pros, virtuosos, and masters, especially those active in the online user community. Join this interactive networking session to share best practices, level up your Workfront savvy, and form a brain meld for the greater good. This session will not have a presentation; instead we’ll break the room into groups based on industry, maturity level, or specific uses cases depending on attendance and interest.

Networking Session: Workfront for Newbies WORKFRONT You’re new to Workfront, which means you probably have a lot of questions! Join this interactive networking session with mentors and Workfront experts to learn what worked best for for things like implementation, onboarding, and reporting to set you up for success. This session will not have a presentation; instead we’ll break the room into groups based on industry, maturity level, or specific uses cases depending on attendance and interest.

Networking Session: Creative Services and In-House Agencies WORKFRONT Calling all creative services and in-house agency folks! Join this interactive networking session to meet other creative professionals who understand the unique challenges of managing ad-hoc requests, creative production and approvals, and conflicting priorities and of reporting to non-Workfront users. This session will not have a presentation; instead we’ll break the room into groups based on industry, maturity level, or specific uses cases depending on attendance and interest.

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Leap 2020 Sessions | NETWORKING


Networking Session: Marketing WORKFRONT Are you in marketing? Join this interactive networking session to meet fellow marketing professionals and learn how they manage and execute campaigns, review and approve content, manage events, integrate workflows with other key tools in the marketing tech stake, and more. This session will not have a presentation; instead we’ll break the room into groups based on industry, maturity level, or specific uses cases depending on attendance and interest.

Networking Session: IT/PMO WORKFRONT Calling all IT professionals and PMOs! Join this interactive networking session to meet attendees in similar roles who understand the projects, workflows, and compliance involved in supporting internal stakeholders and project management at scale. This session will not have a presentation; instead we’ll break the room into groups based on industry, maturity level, or specific uses cases depending on attendance and interest.

Networking Session: All Things Reporting WORKFRONT Whether you are new to Workfront or a seasoned veteran, there’s always something new to learn about reporting. Join this interactive networking session to connect with others in the Workfront community on topics like project and task reports, dashboards, reporting to executives, text mode reporting, and more. This session will not have a presentation; instead we’ll break the room into groups based on industry, maturity level, or specific uses cases depending on attendance and interest.

Networking Session: Resource and Capacity Planning WORKFRONT Do you need more insight into your resources, their capacities, and overall priorities? Wishing you could connect projects to your employee bandwidth more effectively? If you answered yes, join this interactive networking session to connect with others about the nuances of resource and capacity planning in Workfront. This session will not have a presentation, instead we’ll break the room into groups based on industry, maturity level or specific uses cases depending on attendance and interest.

Networking Session: Audit Trails and Compliance WORKFRONT Are you in an industry with unique challenges around auditing, regulation and compliance? Join this interactive networking session to meet and talk with other professionals who understand the need for data protection, specific workflows, audit trails and compliance you handle every day. This session will not have a presentation, instead we’ll break the room into groups based on industry, maturity level or specific uses cases depending on attendance and interest.

Documents

2020 Breakout Sessions - Workfrontlp.workfront.com/rs/758-USO-349/images/20_wf_leap... · Executive Sessions 28 Networking Sessions 31. 3 ... By using Workfront to manage our Digital