OPERATIONAL INTELLIGENCE DIAGNOSTIC
Build the foundation for decision-grade Workfront.
Governed. Measurable. Automated.
Our fixed-scope Diagnostic evaluates your Workfront and Fusion estate to determine what can be trusted today, define Flow + SLA metrics, and build a roadmap for Operational Intelligence.
- Flow + SLA baseline with integrity checks
- Executive-ready views + definitions
- Roadmap to capacity, forecasting, financial visibility
WHAT IT MEANS
Operational Intelligence: Flow + SLA as the baseline
Operational Intelligence is the discipline of turning Workfront activity into trusted operating signals—so leaders can manage delivery with the same confidence they manage budgets. We start with Flow + SLA because they create a measurable foundation for how work actually moves: how long it takes, where it stalls, and whether commitments are being met.
Flow + SLA is the baseline
- Decision-grade visibility into cycle time, throughput, WIP/aging, bottlenecks, rework, and SLA performance
- Explicit metric definitions: what counts, when timing starts/ends, what’s excluded
- Integrity checks to prevent dashboard debates and enable outcome management
Extend as needed
- Expand from Flow + SLA into Capacity, Forecasting, and Financial visibility once the baseline is stable
- Support resource allocation, scenario planning, and budget tradeoffs grounded in operational reality
- Add complexity only when governance can sustain it
Decision-grade by design
- Metrics are defined, governed, and auditable
- Documented definitions, change control, and maintainable automation rules (not hard-coded)
- A system that stays reliable over time: safe to update, safe to scale, and credible with PMO and finance
Deliverables
What you get from the Diagnostic
By the end of the Diagnostic, PMO and finance stakeholders have a governed baseline they can trust—clear metric definitions, integrity findings, and a sequenced roadmap that explains what to fix first and what to measure next.
Measurement Baseline
Defines what ‘good’ looks like and what can be trusted today.”
- Flow paths, cycle time, throughput, WIP/aging, rework
- SLA definitions and performance visibility
- Integrity checks to validate inputs and outputs
Fusion Governance Posture
Identifies automation risk that undermines reporting integrity.
- Blueprint standards, error handling, and maintainability risks
- Integration integrity and exception management
- Change control and operational ownership alignment
Prioritized Roadmap
Sequences fixes and expansion so investment follows integrity.
- Definition set and governance plan (audit-ready)
- Build sequence for Flow + SLA baseline
- Expansion path into capacity, forecasting, and financial visibility
What’s out of scope
- We do not build dashboards or packs during the Diagnostic.
- We do not refactor Fusion scenarios—those actions occur in the stabilization or build phases.
- We do not remediate data quality gaps (we flag them for your action plan).
Typical timeline
Assumption: 2–3 weeks from kickoff to final presentation, depending on access and stakeholder availability.
What happens next
After the Diagnostic:
- We review the roadmap together and agree on the next step—often the Govern ? Build (Flow + SLA) phase.
- We deliver a formal Statement of Work for the next phase (Fusion stabilization, Flow+SLA pack build, or Capacity/Forecast/Financial expansion).
- You can choose our Operate & Support service to ensure ongoing integrity and controlled enhancements.
Ready to establish what PMO and finance can trust today?
Request the Operational Intelligence Diagnostic and we’ll confirm fit and next steps.
DIAGNOSTIC WORKFLOW
How the Diagnostic Runs
A focused diagnostic workflow that validates integrity, defines decision-grade metrics, and produces an executive-ready roadmap—before any build work begins.
Align
Align on decision moments (Flow, SLA, capacity, forecasting) and where Workfront is currently being questioned. Confirm scope: Workfront, Fusion, BI, and adjacent sources that influence reporting.
Verify
Test the signals your metrics depend on—statuses, dates, WIP behavior, queues, custom fields, and handoffs. Produce a trust map: usable, ambiguous, and blocking issues.
Define
Establish governed definitions for cycle time, throughput, WIP/aging, bottlenecks, rework, and SLA—grounded in how your teams actually finish work.
Assess Fusion
Assess whether Fusion scenarios are undermining integrity: hard-coded rules, brittle error handling, undocumented routes, and uncontrolled changes. Deliver a governance gap assessment and stabilization sequence.
Deliver
Deliver an executive brief and sequenced roadmap: fix-first priorities, effort bands, ownership, and an expansion plan from Flow + SLA into capacity, forecasting, and financial visibility.
EVIDENCE
Evidence, not hype
$17B Healthcare System
Built and stabilized large-scale Workfront Fusion automation for creative operations.
- Automated setup across 100+ project types (routing, assignments, proofs).
- Reclaimed capacity equivalent to ~3 FTE by removing manual work.
Global Design Agency
Delivered forecasting and CFO-ready reporting beyond standard Workfront capabilities, with Fusion-led integration patterns.
- Workload Balancer-driven allocation forecasting and executive reporting.
- Bidirectional Workfront – SAP financial alignment with Fusion-led patterns.
Top 5 Medical Insurer
Assessed and corrected a complex Fusion implementation where maintainability and predictability were at risk.
- Config-driven rules architecture to avoid hard-coded automation.
- Clear remediation guidance to reduce surprises and maintenance cost.
IS THIS THE RIGHT START?
Start here if you need decision-grade metrics
Start with the Diagnostic if . . .
- A decision-grade Flow + SLA baseline (definitions, integrity checks, and executive-ready views)
- A clear answer to what Workfront metrics are trustworthy today—and what is not
- A sequenced roadmap for Capacity, Forecasting, and Financial visibility
Start with a Fusion Portfolio Review first if…
- Automations are brittle, unpredictable, or hard-coded and you can’t safely change them
- Workfront data quality is being undermined by integration failures or inconsistent updates
Common Questions
Isn’t this just reporting?
No. We define the metrics and integrity framework that make reporting reliable; we don’t just create dashboards. The Diagnostic is about building the foundation for decision-grade data.
Why not use Power BI/Tableau instead?
Reporting tools visualize data; they don’t fix signal capture, define metrics, or govern data integrity. Our work ensures Workfront data is trustworthy so your BI tools can operate on solid ground.
Do we need Fusion for this?
Fusion is not required for the Diagnostic, but we assume your integrations run through Fusion. The Diagnostic focuses on Workfront data quality; Fusion governance comes next.
What if our data isn’t clean?
That’s exactly why we run the Diagnostic. We identify integrity gaps and provide a plan to remediate them before you scale your reporting.
REQUEST THE DIAGNOSTIC
Get a decision-grade baseline and executive brief
This is a focused diagnostic engagement. We review your intake and workflow design, reporting, governance, and automation readiness—then deliver a practical roadmap you can execute.
- 1–2 working sessions with stakeholders (Ops, PMO, Creative, Compliance as needed)
- Findings + recommendations mapped to your operating model
- 30–60–90 day roadmap with sequencing and effort bands
Request the Diagnostic
We’ll respond within 24 hours to schedule your consultation.