Case Study: Keap achieves real-time project visibility and capacity control with Adobe Workfront

Infusionsoft trades manual inefficiency for customized visibility with workfront

Infusionsoft, a 495‑person sales and marketing software company, was struggling as its Marketing Creative Services team grew: a patchwork of a request‑only project tool, Google Docs and Excel led to “project black holes,” poor capacity visibility, missed deadlines, inaccurate estimates and widespread stress across teams.

The company selected Workfront Marketing Work Cloud—chosen for its customizable dashboards, templates and intuitive UI—and used on‑site implementation and training to standardize workflows. The result was real‑time visibility into projects and resource workloads, accurate time tracking and backlog management, reduced email and status meetings, and data‑driven decision making that improved collaboration and productivity.

Keap

Jennifer Sloat

Senior Marketing Project Manager