Spreading the word about important work needed to be done–and raising necessary funds—is key to one global organization's ability to provide essential health services around the world.
This organization partnered with Zee Jay to optimize use of the Adobe Workfront work management platform following recent organizational and technological changes, in the midst of challenges brought on by the pandemic—and corresponding with unrest in Ukraine.
The organization teamed with Zee Jay consultants to enable them to get marketing done faster and better. Together, the non-profit and Zee Jay worked with internal and external web, email and digital advertising teams to optimize use of Adobe Workfront throughout the organization to achieve the following goals:
This global health services organization has unique marketing challenges to address:
Taking time upfront to define the overall user experience, integration points and process and data gaps—and making sense of them all—is a critical step toward achieving optimization. The end result? Enhanced ability to reach operational goals while making the work experience (and the beneficiary’s experience) as positive and productive as possible.
| Hierarchy | Establish a Campaign Hierarchy that provides visibility into the organization's campaigns |
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| User Structure | Confirm/Revise User Structure |
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| Requests | Create queues for Ad-Hoc Requests and add Outlook plugin for easy transfer |
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| Templates | Develop milestone-based Templates to support quick digital turnaround |
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| Reporting | Build new Reports and Dashboards that support the new Hierarchy |
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More consistency, greater efficiency, better outcomes. It pays to re-evaluate an implementation periodically to assure optimal levels of benefit are maintained over time.
| Before | After |
|---|---|
| Limited use of custom forms, limiting reporting capabilities | Extensive use of custom forms to capture data for reporting |
| Lack of visibility into planned work across channels | Extensive visibility to active campaigns and audience-specific projects across channels |
| Milestone reporting not supported | Recalibrated workflow supports milestone reporting |
The Zee Jay team went the extra mile to help assure continuous engagement among its client's constituents using Adobe Workfront. From leaders to end-users, members of this emergency aid organization are able to better get the word out about the important work they do–and their need for support–via ongoing programs that keep their initiatives top-of-mind among all stakeholders.
| Recommended Actions | Participation | Description |
|---|---|---|
| Build momentum by establishing an ongoing User Group to manage change. | Leadership, System Admin, High Adoption/Super Users | Defined regular cadence (monthly, quarterly), Ongoing communications plan |
| Host “Tips & Tricks” and “Lunch & Learn” sessions for continuous learning. | System Admin, End Users | Hold sessions weekly or monthly, Share Workfront best practices |
| Share Workfront updates, releases and new features across teams to keep team engaged. | System Admin, High Adoption/Super Users | Determine impact of changes on processes |
About Zee Jay
Zee Jay Digital fuels an organization’s customer experience with aligned and agile operations, and a smart approach to process. The boutique digital ops advisory helps marketing, creative, sales and IT/PMO leaders orchestrate work across teams to better compete in the modern world. Adobe Workfront Partner of the Year in 2019 and 2020; Brandmaker, Allocadia and Widen partner; and founding member of the Global Work Management Alliance, Zee Jay’s experience enables clients to maximize benefit of the entire Adobe suite, as well as best-of-breed applications. Clients include DotDash Meredith, Kroger, Palo Alto Networks, Big Lots, PerkinElmer, Bright Horizons, Talbots, Charles River, Giant Eagle, Fiserv, Take 2 Interactive, Manulife, Nike, TJX, Anheuser-Busch, Fresenius, HD Supply, Lexmark, and more.
