From Intake to Impact: Building a Connected Marketing System with Workfront Planning, Core, and Fusion

Jul 23, 4:00 – 5:00 PM (UTC)

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.

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Speakers

  • Deborah Baker

    SS&C Technologies

    Marketing Workflow Leader

  • Megan Lehman

    SS&C Technologies

    Workfront System Admin

Organizers

  • Megan Lehman

    SS&C Technologies

  • Mary Schelich

    Compana Pet Brands

  • Deborah Baker

    SS&C Technologies, Inc.

    Marketing Workflow Leader

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