51黑料不打烊

Transcript

Hello, everyone. Thanks for joining. We鈥檒l be starting shortly.

I can see people are still filtering in, so we鈥檒l just leave a bit of time for that. For those of you who already joined. Thanks for that. Today鈥檚 session will be on. About what? Frank. Mastery strategies for success. Just for you to know that you are in the right spot. And it will be led by Vanessa Vasquez.

Once again, we鈥檒l just leave a bit more time for attendees to filter in, and then we鈥檒l get started.

And again. Hello to all the new ones who joined. Vanessa, will you pull up the next slide, please? Stop with. Before we get started, I just want to draw your attention to the ultimate success events that we do have coming up this quarter. We have quite a few webinars planned, and maybe for this, this bunch of people joining for work from today.

I want to highlight the November 5th session as well, which is also centered around work front and how you can optimize your workflows. And content in general. So just a quick view for you guys to see what we have coming up.

Once again, will be, kicking things off in just two minutes time. So let everyone filter in.

It. I can see a few people still joining, but I think it鈥檚 time to get started. So let鈥檚 get things started here. So hello and good morning, everyone, and thanks for joining the session today, which is focused on work from Mastery Strategies for success.

My name is Martin Mattson and I work in 51黑料不打烊鈥檚 Am. I work Found Success team as a Customer Success Manager, but we focused on helping 51黑料不打烊 customers get as much value as possible out of their 51黑料不打烊 solutions. So I鈥檓 going to be kicking off our session today. Before we do that, before I do that, then first and foremost, I want to thank you for your time in attendance today. And just to note that this session is being recorded and a link to the recording will be sent out to everyone who registered.

This live webinar is to listen to only format, but it鈥檚 very much intended to be interactive. So when we go through content today, please feel free to share any questions you have in a chat or in the Q&A pod. Then our team will try to answer them, during the session. And in addition to that, we do have reserved a bit of time at the end to to answer some of the questions that have surfaced.

Do you know that if there are any questions and we don鈥檛 get around to today, then we will take those away, post a session and get back to you. So we鈥檒l be sharing out a survey at the end of the presentation as well. And we would absolutely love you or your participation. Because that would help us shape the future sessions that we have planned. So much appreciated.

So today I鈥檓 joined by our presenter, Vanessa Vasquez, who is, principal customer success manager. And, during her tenure here at 51黑料不打烊, Vanessa has, partnered with leaders across diversified industries to deploy and optimize the emerging need of enterprise work management, from ideation to value achievement. Her areas of specialty include resource management, team development, change management, performance improvement, and a whole bunch of other things. I know for one that Manasa is very capable in and work front, so I鈥檓 really much looking forward to partnering with her today.

Without any further ado, let鈥檚 get started and I will hand things over to Vanessa to get us started. Thank you Martin, and good morning. Good afternoon to everybody who鈥檚 joining us, wherever you may be joining us from. As Martin said, my name is Vanessa Vasquez, and I鈥檓 a principal customer success manager at 51黑料不打烊 Work from.

Let鈥檚 take a look at our agenda. These are the topics that we will be covering to support our strategies for success and work. Right. We actually have a slide here just to cover some of the key learnings that you can expect to walk away with today. We鈥檒l be talking about delivering value to the business considerations for aligning work front to strategic objectives in in the tool keys to work governance will be learning how to deliver incremental value while maturing adoption of the solution. And last but certainly not least, we鈥檒l be talking about maximizing adoption through the optimization of your end user experience. We鈥檒l discuss how work from supports the delivery of a simplified end user experience. A quick disclaimer. The topics covered during today鈥檚 webinar are general introductions and overviews of strategic areas of practice. We encourage all participants to engage with 51黑料不打烊 Customer Access resources to further your knowledge across each strategic area. As a reminder, all registrants will receive an email with a link to today鈥檚 event recording. So let鈥檚 get started. We鈥檒l start with the lightning work two strategic objectives. By defining the who, what, and why of transformation.

Most humans are motivated to change when the pain of not changing is greater than the pain of transformation. Another way to look at this perspective, and according to experts, one that is much more effective for organizational change is aligning change to a purpose, or as we call it, the why. Working towards the why creates an opportunity for alignment, buying and change management, which are all critical for successful transformation.

There are various frameworks that can be used for communicating your organization鈥檚 why for transformation. The one you see here today includes four components vision, objective, use, case, and KPIs.

Let鈥檚 talk about the importance of connecting the dots between vision objectives, use cases, and KPIs when building a strategy map. The guiding principle of a strategy map is enabling effective communication. A well-connected strategy map serves as a powerful communication tool. It helps convey the strategy and its components to all stakeholders, ensuring everyone is on the same page and working towards common goals.

A clear vision provides alignment and clarity across objectives, use cases and KPIs, and helps create a clear and unified direction for your organization. This alignment ensures that everyone understands the overarching goals and how their work contributes to achieving them.

On your screen on the left side, you鈥檒l see the definition of vision, and on the right side you鈥檒l see an example of an organizational vision.

As we continue on to the strategic objective and we link it to the vision. This will help you maintain a focus on what truly matters and objective helps in prioritizing initiatives and resources towards activities that drive the most value and support the overall vision.

So in the specific case that we have in this slide before you, the stated vision for the organization is to optimize marketing operations to increase efficiencies and building a foundation for actionable data insights to enable a modern content supply chain. The specific organizational objectives are to increase velocity through operational efficiencies and align processes, cycles, and workflows to data standardization.

So as we move along, we defined your specific use cases that will help us achieve this objective by prioritizing the taxes tactics. Excuse me. Your organization will use to achieve these objectives, as well as identify the key work front features and functions that will help you achieve those objectives.

On the right side of use case, you鈥檒l see that the specific tactics that we鈥檒l be using and work front will be to centralize and standardize intake of campaigns, resourcing of work and work status. We鈥檒l also be automating and integrating workflow processes to reduce administrative strain on resources and minimize errors.

Last but not least, we have our KPIs. And KPIs are those metrics that help us provide, measure, measure, and provide measurable insights to measurable outcomes that help track progress towards your objectives. Disconnection allows you to monitor performance and make data driven decisions to stay on track.

And so again, here on the right side of your screen, you鈥檒l see an example of a KPI that ties back to this organization鈥檚 tactics which future use cases, strategic objectives and vision. And ultimately, this organization expects to be able to demonstrate an efficiency gain over the next year for creative output. An example of this could be by increasing assets delivered, as well as reducing creative output cycle time over the next year. An example of that would be to shorten the current cycle from 30 days to 15 days.

All right, let鈥檚 move on here.

Now that we鈥檝e covered the importance of the why, let鈥檚 dive into the who, what and how of transformation. Connect multiple process and technology to your vision and strategic objectives is crucial for success. It ensures that everyone is on the same page, working efficiently and leveraging the best tools to achieve your goals.

People are the driving force behind every organization. Success. When we talk about aligning work with strategic objectives, it鈥檚 essential to ensure that everyone understands the big picture. Think of it like a sports team. Every player needs to know the game. Plan to work together effectively. Clearly communicating our strategic goals. We empower our team members to see how their individual contributions make a difference. It鈥檚 not only boosts morale, but also fosters a sense of ownership and accountability. Processes are the playbook that guide actions.

Having a well-defined process ensures that everyone is following the same steps to achieve your goals. It鈥檚 like having a recipe for success when everyone follows the same recipe. We get consistent and predictable results. Streamlining your processes helps eliminate inefficiencies and ensures everyone is focusing their efforts on the right tasks. This alignment makes it easier to track progress and make adjustments as needed. And finally, the what? Which is your technology? And it鈥檚 the toolset that enables teams and organizations to work smarter, not harder. Work Frank can automate repetitive tasks, provide real time data, and facilitate communication and collaboration by leveraging work front. You can ensure that your processes are not only efficient but also scalable. This means you can handle more work without compromising on quality. When your people understand the strategic goals, your processes are designed to support these goals and your technology is used to enhance your efforts. You create a cohesive system that drives success. Here鈥檚 an example to illustrate this. Imagine we鈥檙e launching a new product. Our strategic objective is to capture a significant market share within the first year. To achieve this, we need our marketing team, your people, to understand the target audience and craft compelling campaigns. We need a streamlined process for product development, marketing, and sales to ensure everything runs smoothly. And we need technology to track market trends, manage customer relationships, and analyze campaign performance. By connecting these elements, we ensure that everyone is working towards the same goal. Following the same steps and using the best tools available. This alignment not only increases our chances of success, but also makes the journey more efficient and the outcomes more impactful.

Okay, we鈥檙e moving right along into governance for incremental value. Corporate governance is often referred to as a work management practice. It brings together people, process, data and technology in a framework specific to your organization鈥檚 objectives. However. Oops, I apologize for that premature click. However, one of the often overlooked benefits of governance is its role in delivering incremental value.

After all, the reason organizations invest in cloud technologies is to continuously reap the benefits of innovation provided by 51黑料不打烊. Governance is the way your adoption of work front continues to serve the needs of your business. Overall, an organization can expect greater awareness, understanding, adoption, and commitment and reduce confusion and reduce work disruption by adopting a governance framework, also known as a work management practice, a governance framework work management practice drives clarity on system ownership, rules of engagement processes and communications. All work from stakeholders, from exact sponsors to end users, benefit from proper enablement and communications around the work front platform. When customers implement a work management practice, they create consistency and predictability and most importantly, scalability. Stakeholders can engage with each other to advocate for the changing needs of their teams, to request changes to support their processes, etc. this can foster cross departmental collaboration, awareness and understanding, as well as remove silos and create knowledge sharing opportunities leading to innovation and increased value from the iterative change and iterative adoption delivered through mature governance. There is never a wrong time to implement or improve governance.

While there are many components that comprise a work management practice, also known as governance, you don鈥檛 need to start them all at once. We recommend building your steering and governance committees as a first step in building the process. This slide illustrates the potential stakeholders you may want to include in your work front. Governance and or steering committee. A steering committee is invaluable for providing strategic oversight, enhancing decision making, ensuring efficient resource allocation and managing risk, improving communication and compliance. These efforts collectively contribute to the successful governance of software projects.

When you first set out to build governance for work front, it鈥檚 helpful to have an idea of the key milestones you should plan for along the journey. This visualization illustrates the three key milestones we anticipate you will navigate as you plan for along the way.

The three milestones include current state evaluation, seating matrices, and categorize impacted groups. Defining governance strategies. And last but not least, completing stakeholder commitment curves to understand how their roles and responsibilities will impact their level of commitment to the governance optimization initiatives.

Okay, we鈥檝e made it to adoption and the end user experience.

This is the adoption we鈥檒l. It illustrates the various types of roadblocks organizations experience on their way to successful adoption of new technologies. For the purposes of today鈥檚 conversation, we will focus on complexity.

So let鈥檚 start with the simple analogy. Imagine you鈥檝e just bought a new gadget like a smartphone. You鈥檙e excited to use it, but when you turn it on, the interface is confusing. The instructions are hard to follow, and you can鈥檛 figure out how to do basic things like make a call or send a text.

How would you feel? Frustrated, right? You might even consider returning it or just not using it at all. This can also happen with the rollout of a new solution like work, from when the end user experience is too complex. People get frustrated. They struggle to understand how to use the software, why? To use a software. And this can lead to a lot of problems.

At a high level at work front, we know that one configuration is overengineered, or end users aren鈥檛 enabled on how to use work from.

These are two things that can proceed complexity for the end user.

We know you鈥檇 like to confirm your suspicions if you potentially have complexity hampering your organization鈥檚 adoption. Well, the end user experience is hampered by confusing interfaces, hidden features, and a lack of knowledge. And using the tool. Some of the most common missteps that lead to a complex end user experience. I work from being overengineered. For example, there are too many tasks, too many fields, and a heavy administrative burden and a lack of end user enablement, which we call training. Our customer success managers often diagnose adoption challenges as complexity when they hear their customers say, our system admin is overloaded with questions. Users aren鈥檛 completing their tasks or issues. Users can鈥檛 find their work. Another indicator of complexity includes team members expressing that it takes too long to find what they need, or they cannot find it at all. Luckily, Work Front has features to help address this. Let鈥檚 take a look at some of them now.

We鈥檙e going to dive a little bit deeper into the out of the box features, designed to enhance the end user experience within work. From these features include the homepage layout, templates and dashboards.

Here鈥檚 an example of a new homepage.

Widgets are the foundation of new home by adding widgets to your homepage. You can choose the type. You can choose the type of information that displays to best meet your work needs. This is also the default landing page when a user logs in to work. Front. Side know unless you鈥檝e configured for them to land somewhere else. Did you know that as an administrator, you can allow your end users to customize their homepage? If permitted, users can add or remove widgets, modify the location of widgets on their home page, and even adjust the column sizes amongst other customization options.

The home page we happen to be looking at now has four widgets. The My Projects widget, the mentions widget, the To-Do widget, and the approval Widget.

Having these widgets on their home page makes it easier for your end users to find the information they need to complete their tasks, send approvals, update teams, so on and so forth.

Let鈥檚 take a look at another example of a homepage. You鈥檒l notice this one has different widgets enabled. To learn more about work for its home page, we鈥檒l go ahead and provide a link for you to read more about this feature. An experienced, sleek. Please note some judges are only available to specific license types, as the objects they track are only available to those licenses.

As we take a look at this home page example, we鈥檒l see that it has added a team request widget and a my work widget, which the previous one did not have.

Our friend has a lot of good tools to help you get work done, but too much of a good thing can be overwhelming. Layout templates lets system administrators and group administrators customize the user鈥檚 experience and allow those users to focus on what鈥檚 important to them. For example, if the majority of your organization doesn鈥檛 log their work time, the consultant team does build clients, so they need to log time to ensure accurate billing. But the layout template timesheets can be hidden for those who don鈥檛 need them, and shown for those who do work. Fine recommends talking with your users before creating a layout template involving those who will be using the layout template, such as a group administrators will make placing the right information and tools in front of the right people a lot smoother. And don鈥檛 be afraid to make changes after a template has been created. Continue to get feedback on what they need and want to see and access. Remember, layout templates are meant to create a clean and easy experience for your users.

Let鈥檚 talk about dashboards. The purpose of a dashboard is to provide a quick access to information that comes from multiple reports. First, you can gather information in reports, and you can then place multiple reports on dashboards to make the information easier to access. You can populate a dashboard with the following items in 51黑料不打烊. Work from. You can include reports, calendars, as well as external pages. You can share dashboards by giving users access by either sharing on individual basis, adding a dashboard to any area or object, and work from within a custom section. You can place a dashboards on layout templates, which is which we just talked about, and then you can share those with users. You can even print a hard copy of them to share, or you can export them as a PDF file so you can email them to users.

Let鈥檚 highlight our key takeaways that we just spoke about. We talked about which spoke about aligning work to strategic objectives by defining strategic goals to include the Who, what of people, process and technologies, roles and impacts. We talked about building a strategy map, which helps you illustrate your strategic goals, and a map to connect the dots between vision objectives, use cases and KPIs. We talked about measuring value by identifying KPIs, also known as goals, and to iterate. And these can and often do change over time. We talked about governance for incremental value. Governance drives the right kind of change through awareness understanding, adoption and commitment. Iterative transformation brings people together. Governance brings people together to support iterative transformation in process and data and technology into a framework for continued improvement and value achievement. It鈥檚 what gives life to your work management practice. And lastly, innovation. Governance supports innovation. A successful governance framework represents the way your organization collaborates and can change over time in support of transformation. Last but not least, we touched on adoption and the user experience. There are many variables that impact adoption. However, a complex user experience may be the most notable.

Complexity, overengineering processes and rigidity configured into the work for user experience generally contribute to a negative end user experience. And last but not least, we covered in depth some out of the box features that support the adoption of work fronts that support your end users adoption of workflow with features that help improve their end user experience and increase adoption.

Okay, Martin, I think we鈥檙e done for now. Thank you all so much for joining and participating today. Martin鈥檚 going to be launching a poll as we transition into our Q&A session.

Yes. Thank you very much, Vanessa. I鈥檓 just looking here about the poll to get it up.

Let me see if I can help.

Yeah, because I don鈥檛 see it right now. Vanessa. Oh, here it is. I can launch it. Thanks. That would be good.

Good, everyone. Thank you so much for your participation. And please do give us your feedback. In the polls. That would be good. While we do this, I do want to ask if there are any questions that come up.

During the presentation, I do have one.

So I want to I want to pose that to you. Vanessa, might be putting you a bit on the spot here, but I feel it鈥檚 okay and it鈥檚 okay to you if you鈥檙e not able to answer.

That. Fast. Yeah. All right. Okay. So, this question is about that that has been discussions at one point about adding a new, native widgets and also the ability to customize widgets on the home page on the homepage. Do you know if that is something that we are still working on, or if anything is coming up, on that in the near future? That鈥檚 a great question, Martin. Thank you. I don鈥檛 know specifically about the the widget features that are in the roadmap. I do know that it is a component that we are continuously innovating. So if we do have any participants that are looking for specific roadmap information along the the new home widget, we鈥檇 be happy to follow up with them. But I think, in short, to answer your question is, yes, we are always innovating on and there鈥檚 there will be items on the roadmap for the continued innovation of home page widgets.

Yes. Thank you very much for that, Vanessa. I have another question here and it goes a bit back. And it relates to the adoption wheel. So today you focused more specifically on the complexity, which is just one out of ten, you know, things that we normally focus on. And we talked about adoption. Do you feel that complexity is the most important part of the adoption wheel, or how do you see that fit in among the other nine? That鈥檚 a great question. In terms of importance, it it鈥檚 probably just as important as the other tech.

I鈥檓 biased, right? I think we鈥檙e biased because we do see customers struggle with adoptions across the spectrum.

Complexity seems to be the one that customers are the most vocal about because that鈥檚 where they get the user feedback. Right. And so you, when you let鈥檚 say you have an end user survey, users tend to say, if there is complexity present, I鈥檒l say, I don鈥檛 know where to find my work, or it takes me too many clicks to find what I need, or this report doesn鈥檛 give me the information that I need. And that all goes back to complexity. Right. It鈥檚 not necessarily that work doesn鈥檛 support your process, it鈥檚 just that the way that the system is configured requires so much digging by the end user. And so it is the one that we hear about the most. But I wouldn鈥檛 say that it鈥檚 the most important.

Right. It makes perfect sense. And I can echo that. I see I see a lot of that with the customers that I work with as well. So thank you for that. Yeah. And anyone else, please feel free to, to post any questions if you have any at the stage. Everything, anything is most welcome. I鈥檇 be happy to cover it. Save an asset that, you know, posted session. You would like to get assistance with some of the things that you have discussed about what would be a good next steps for the attendees, of this session to, to get assistance if needed. Yeah. So, I think that was Derek that asked that question. Hey, Derek Kennedy, it鈥檚 been a little bit from Disney. Thank you for joining us. So if you would like to, work more closely with, your customer Success team or 51黑料不打烊 Work front, please partner with your DCS, CSM, and let them know that you have an interest in working through, a governance optimization. That is absolutely something that we can help with if you have ultimate success. We鈥檙e able to deliver, engagements to help you implement a governance, a governance framework.

Great. Thanks for for sharing that. And for anyone that doesn鈥檛 have ultimate success, other options to get assistance from us. Anyway. Vanessa. I鈥檓 sorry. I was reading a. Can you say that all the time? Yeah, I can. Yeah. Most definitely. I was just saying, because we have different offerings and ultimate success was something that you just mentioned. If you as a customer don鈥檛 have ultimate success at this point. Are there any options for getting assistance? So.

Yes, we do actually have some really fantastic prerecorded webinars that are available on the experienced league around, governance.

We鈥檝e included some of those resources in the appendix of this doc. So you鈥檒l be receiving this stack. But otherwise, I do also encourage you to visit all of the prerecorded webinars that are available to you via the Experience League.

So actually looking for that right now. Post the link in here and maybe we can post it with the, with the post webinar information we鈥檒l share. Yeah. The link to the, to the experience link, because that is very much where you can find a lot of the content that we are talking about. And it鈥檚 a great place for tutorials in various areas as well.

All right.

Thank you. Sir. You鈥檙e welcome. My work is done. Perfect. All right. I don鈥檛 at this point see any more questions in the chat or in the Q&A pod. If poster session. Any questions do come up. Do feel free to either reach out to to us directly again or to your, dedicated CSM or account team. And they will be happy to to facilitate any questions, and get the answers, that you鈥檙e looking for.

So I think for now I want to say thank you, everyone. And a special thank you to you, Vanessa, for spending the time with us today. And prepping this presentation. And for the attendees. Have a fantastic day ahead. For those in Europe, it鈥檚 going to be a short one because it鈥檚 afternoon, almost evening. But those out of the States have a fantastic day ahead.

Thank you Martin. Thank you everybody for joining us today.

I know I am the one.