From Intake to Impact showcases how Planning, execution, and automation can work together from day one. In this Workfront User Group session, we share how a recent Asana → Workfront migration became an opportunity to intentionally design a connected system using Workfront Planning, Core, and Fusion—creating a clean front door for intake, automated execution, and real‑time leadership visibility. You’ll see how thoughtful system design (not more process) delivers clarity, confidence, and momentum across campaigns, teams, and deliverables—at enterprise scale.
What does it look like when Planning, execution, and automation are designed to work together—from day one?
In this Workfront User Group session, we’ll share how we built a connected, enterprise‑ready system using Adobe Workfront Planning, Workfront Core, and Fusion—designed to deliver clarity, confidence, and momentum after a recent Asana → Workfront migration.
Rather than layering on more process or more dashboards, we focused on intentional system design—creating a clean front door for intake, automated execution in Core, and real‑time visibility for leadership.
What We Built (and Why It Works)
A campaign brief in Workfront Planning that clearly frames initiatives before work begins
A macro‑enabled Excel intake to support multiple deliverables at once—ideal for launches and large initiatives
Fusion automations that:
Automatically create Programs and Hero Deliverables in Workfront Core
Link execution data and files back to Planning for a true 50‑foot view
A Planning experience that supports strategy, prioritization, and alignment—without slowing teams down
The result is a seamless environment connecting campaign managers, event managers, product marketers, Creative Services, delivery teams, and paid media—each operating confidently within a shared system.
Who Should Attend
Workfront admins and builders designing for scale
Marketing and creative ops leaders enabling multiple teams
Fusion enthusiasts who enjoy elegant automations
Anyone evolving their operating model post‑migratio
What You’ll Take Away
A proven Planning ↔ Core automation pattern
Practical insights you can adapt to your own environment
A fresh way to think about visibility and execution working together
A preview of what’s next: Canvas and expanded Planning adoption
If you’re excited about building systems that grow with your teams, this session is for you.
SS&C Technologies
Marketing Workflow Leader
SS&C Technologies
Workfront System Admin
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