Workfront is a robust project and work management platform designed to help organizations plan, execute, and track their projects efficiently. It supports features like task management, portfolio planning, resource allocation, collaboration, and performance reporting. By providing a centralized workspace and integration capabilities, Workfront enhances visibility, improves productivity, and aligns teams around shared goals. Workfront is widely used across industries for running creative, agile, and operational projects.

Business use cases

Automating Project Creation

Frends can integrate Workfront with CRM or ERP systems to automate project initiation workflows. For instance, when a new deal is closed in Salesforce, Frends can trigger the automatic creation of a project in Workfront. The integration can set up project timelines, assign stakeholders, and create tasks based on predefined templates, eliminating manual effort in the setup process.

Streamlining Task Management

Workfront can be connected with other task management platforms like Jira, Trello, or Asana via Frends to synchronize tasks. For example, when a task is created or updated in Workfront, Frends can automatically reflect the changes in other systems used by specific teams, such as engineering or marketing. This ensures consistent task tracking across platforms.

Improving Resource Allocation

Frends can integrate Workfront with workforce management or scheduling tools to optimize resource allocation. For example, Frends can extract time-off data or employee availability from HR systems like Workday and synchronize it with Workfront, ensuring that tasks and projects are allocated to available team members without double booking or overloading resources.

Automating Status Reporting

Frends can connect Workfront with tools like Power BI, Tableau, or Google Data Studio to automate project performance reporting. For instance, Frends can extract project progress, budget utilization, and task completion data from Workfront and feed it into visualization tools. This enables project managers to generate real-time dashboards, track KPIs, and make data-driven decisions effectively.

Aligning Financial Data

By integrating Workfront with finance systems like QuickBooks, Xero, or SAP, Frends can streamline financial workflows. For example, approved budgets and expenses recorded in Workfront can be automatically synced to financial platforms for reconciliation. Similarly, Frends can fetch cost approval data from accounting tools and update corresponding project budgets in Workfront.

Enhancing Customer Approval Processes

Frends can connect Workfront with customer approval tools like Adobe Acrobat Sign or DocuSign to automate workflows. For example, when a creative or operational project milestone is completed in Workfront, Frends can trigger a document for customer approval through e-signature platforms, and the status can be updated in Workfront upon completion.

Integrating Marketing Campaigns

Frends can integrate Workfront with marketing platforms like Marketo, HubSpot, or Mailchimp to align marketing operations. For example, completed campaign assets in Workfront can be automatically published or uploaded to marketing tools. Campaign performance metrics can also be sent back to Workfront for effective coordination between creative and marketing teams.

Automating Notifications and Collaboration

Workfront can be integrated with collaboration tools like Slack or Microsoft Teams via Frends to improve communication. For example, when tasks are assigned or project statuses are updated in Workfront, Frends can notify relevant team members in Slack or Teams channels automatically. This keeps everyone involved informed without needing constant manual updates.

Simplifying IT Request Tracking

Frends can link Workfront with IT service management systems like ServiceNow for managing IT-related projects. For example, when a service request in ServiceNow requires project-level attention, Frends can automatically create a corresponding project or task in Workfront. Updates in Workfront can be reflected back in ServiceNow, ensuring seamless collaboration between IT and project teams.

Managing Content Workflows

By integrating Workfront with content management solutions like SharePoint, Dropbox, or Google Drive, Frends can automate content workflows. For instance, approved content from Workfront can be automatically uploaded to these platforms for distribution or archiving. Additionally, any new or updated files in these platforms can be synchronized back into Workfront.

Supporting Agile Development

Frends can integrate Workfront with agile tools like Jira or Rally to enhance agile development processes. For example, Frends can automate the synchronization of Workfront project tasks with Jira backlogs, ensuring alignment between project goals and sprint activities. This allows product and development teams to collaborate more effectively on shared deliverables.

Tracking Time and Billability

Frends can integrate Workfront with time-tracking tools like Toggl or Harvest to improve project billability and time management. For instance, logged hours in Workfront can be automatically synced with time-tracking systems for accurate billing purposes. Conversely, Frends can fetch time data from external systems and update corresponding tasks in Workfront.

Automating Compliance and Audit Processes

Frends can integrate Workfront with regulatory compliance tools to ensure projects adhere to standards. For instance, compliance requirements for certain projects can be automatically logged in Workfront, and Frends can alert project managers of milestones needing compliance review. Audit logs can also be synchronized with compliance tools for record-keeping.

Supporting Portfolio Management

Frends can enable strategic portfolio management by integrating Workfront with ERP or BI platforms. For example, high-level project and financial data from Workfront can be sent to ERP systems for cross-portfolio analysis, enabling executives to evaluate project performance and align investments with business objectives.