Program Goal

To provide hands-on support via Subject Matter Experts (SMEs) to help our priority customers unlock the full potential of their Adobe Workfront solution.

What You’ll Receive

This program is an Adobe investment in your business at no-cost to you. It is a hands-on and personalized consulting engagement with an Adobe Wokfront expert to:

• Dive Into your instance’s configuration
• Streamline usage
• Optimize performance
• Resolve pain points/issues
• Deliver clear, actionable outcomes tailored to your needs

Our Ask of You

To ensure we provide the best possible support, we need your active participation throughout the program to make the most of the consulting hours. This collaborative effort will help us tailor our solutions to your specific needs. Failure to engage with the Adobe Expert resources or provide required system access will result in losing your spot in the program. Lastly, there is no monetary cost to you and in return we ask that you provide your thoughts at the end of the engagement to help keep this program running as a valuable investment in customer success.

What You Can Expect

This is a finite hours engagement and is not SOW-based. Your Adobe Expert will align with you on goals and scope, then lead the hands-on work based on the discovery they conduct with you. If you need assistance related to Workfront Fusion, please clarify this with your Account Manager and review our Workfront Automation Engagement Expectations. You will need to be preapproved prior to your kickoff date for the team to do Fusion work in your instance.

Duration: 5 weeks

Post-Engagement: Your team will be responsible for maintaining all recommendations.

Recommended Resources: To ensure a successful engagement, your team should provide stakeholders who can cover these three lenses:

• Someone with decision-making authority who is able to provide system admin access and is able to approve changes to the Workfront instance
• Someone in the platform day-to-day who actively works in Workfront who understands how workflows operate and where friction exists
• Someone who understands Workfront challenges and goals who can articulate what’s not working today and understands the desired outcomes for teams, processes, or delivery. This person will represent the voice of the business or impacted teams

Your Commitment Required

To ensure we provide the best possible support, please commit to the following:

• You understand and see value in this offering and want to engage
• You'll provide admin-level access according to the System Access Requirements below to your Workfront instance and other supporting systems required*
• You understand the time and resource requirements for a 5-week engagement
• You've identified an available start date and will commit to it.
• You understand this is not a Statement of Work (SOW) engagement
• Relevant internal teams are informed and aligned to ensure consistent progress without significant delays that could impact project timeline

Consultant Information

The consultant engagement is powered by an Adobe partner. The engagement is covered under your NDA with Adobe. The Adobe partner will provide such professional services as necessary to work with Adobe to complete the engagement. Adobe closely oversees the partner's performance to ensure alignment with our standards and your expectations. This partner is contractually obligated to:

• Safeguard your data under Adobe's Information Security and Privacy requirements.
• Assign qualified personnel who meet strict standards and pass background checks.
• Deliver high-quality services, with all deliverables subject to Adobe's review and approval.
• Comply with applicable laws and customer-specific security requirements.
• Maintain comprehensive insurance to mitigate risks.
• Indemnify Adobe against claims related to its services.

Per the General Terms agreed by you and Adobe and which govern your license to Adobe's Products and Services, Adobe may use subcontractors to carry out certain Professional Services. The General Terms (see section 12.4 of the current version of the General Terms) make it clear that work carried out via subcontractors is still subject to the same obligations that Adobe has per our terms with you. That would include obligations such as confidentiality, data protection, etc.

System Access Requirements

To ensure a smooth engagement and to ensure your spot in the program, we kindly request the following access 10 business days (2 weeks) prior to your engagement start date:

• System Administrator Access: Please grant system admin access in both your Production and Sandbox 01 environments.
• Sandbox Refresh: Prior to the start of the engagement, refresh your Sandbox 01 environment so it accurately reflects your current Production setup.
• Access Instructions: To provide system administrator access for both sandbox and production environments, assign users the Product Profile Administrator role for each environment. This involves two steps:

1. Add the user in the Workfront instance (production and sandbox) → Assign a Standard License
2. Add the user in the Adobe Admin Console → Assign the user to the Product Profile Administrator role for both sandbox and production environments.

For detailed guidance, please refer to Create system administrators in Workfront with the Adobe Admin Console.

*Failure to address the above at least 2 weeks prior to your set engagement date will result in losing your spot in the program

Questions to be prepared to answer before your engagement:

Please provide answers to the following questions to your Account Manager aka SAM prior to your engagement kick-off date.

• What are your short-term goals and long-term business goals?
• What are your short-term and long-term Workfront goals?
• What challenges or pain points are you experiencing in Workfront today?
• What does success look like for you coming out of this engagement?
• What potential challenges could impact the success of the engagement? For example, out of offices, competing priorities, other considerations?

Next Steps

If you are committed to this program, please let your SAM know. They will set up an initial discussion to align on priorities, confirm access needs, and schedule your engagement.

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Work Automation Engagement Expectations

For customers needing assistance with Workfront Fusion. Please review the following details carefully. Definition: Fusion acts as an automation engine within Workfront, enabling rule-based workflows between Workfront objects (projects, tasks, issues, portfolios) → Key capabilities:

• Trigger actions based on Workfront events
• Sync data between Workfront objects
• Automate approvals and status updates

Rationale

→ Current pain points:

• Manual updates between project, programs and portfolio
• Redundant data entry across the instance
• Repetitive, predictable tasks performed manually which wastes time and introduces errors

→ Strategic needs:

• Optimize Resource Allocation: Use Workfront automation to eliminate repetitive tasks and free capacity for strategic work
• Enhance Operational Efficiency: Automate workflows to reduce manual errors and ensure consistent execution
• Accelerate Project Delivery: Leverage automation to shorten cycle times and improve speed-to-market
• Improved Visibility & Governance: Standardize workflows through automation for better compliance and reporting

Benefits

• Eliminate manual handoffs
• Improve data consistency
• Reduce administrative overhead

Common Use Cases:

• Auto-create child projects when a parent project is approved
• Create multiple projects from one request
• Automate portfolio-level reporting updates
• Trigger notifications or approvals based on project milestones
• Close tasks after Proof approvals
• Assign Projects to the correct Program and Portfolio based on form information
• Creation of Companies and Users from a request
• Timeline updates based on “Actual Completion Date” of a task
• Auto assignments based on request information
• Auto notifications from custom form/field logic and value selection

What does this offering not include?

This does not cover Fusion integrations with any third-party or external systems, including (but not limited to):

• CRM platforms (Salesforce, Microsoft Dynamics, HubSpot, etc.)
• Marketing automation platforms (Marketo, Adobe Campaign, Eloqua, etc.)
• Content/experience systems (AEM, Sitecore, Creative Cloud, etc.)
• Productivity tools (Slack, Teams, Jira, Asana, Monday.com, etc.)
• Storage or file systems (SharePoint, Google Drive, Box)
• Data warehouses, data lakes, or analytics platforms