Capability Source

Creating customized Workfront-based SOLUTIONS that span people, process, technology & information, including time-saving API automation with CapabilitySource Connect.


Capability source



Founded in 2011, CapabilitySource provides custom enterprise solutions that modernize marketing and sales operations. Our mission is simply to improve the way people work and do business, which we accomplish through identifying operational workflow challenges and then applying our unique offering of services and products that incorporate Change Management, Process Engineering and Lean Six Sigma methodologies to optimize standardization, reduce waste and enhance performance


Our team of experts is well-versed in large Fortune 500 companies, having served several sizable financial, retail, healthcare and entertainment institutions, and collectively brings 170-plus years of experience in financial services, marketing and sales operations, solution implementation, software development and engineering.

Workfront experts

If you have purchased a task management system, CapabilitySource ensures that your investment is doing its best to serve the needs of your organization. As a Workfront strategic partner, we take the frustration of figuring it out off your shoulders by offering a streamlined process that encompasses integration, implementation, digital asset management and automation, as well as supplemental products to fill gaps in the software. Most partners offer one of these services; CapabilitySource brings expertise in all areas to provide a customized roadmap to establishing and achieving that unique vision.


CapabilitySource process improvements have helped large organizations realize significant success in improved work intake, efficiency and information accuracy. Individual clients have reported $1.2 million in annual operational cost savings, a $6 million annual revenue increase, as well as an 18-percent, year-over-year increase in prospect volume.

Ready to serve

CapabilitySource modernizes business systems across the following areas: Central Marketing; Local Marketing; Lead Management; Work Management; Operations; Compliance; Data Management; and Business Process Improvement.


CapabilitySource Connect for Workfront: Watch here

Integration Workfront and Jira: Watch here


Request More Info

Contact: CapabilitySource

Email: [email protected]


Phone: 866-406-2790

Additional Contact: 

Contact: Glenn Coward

Email:  [email protected]

Phone: 303-502-4231


WF Certified Consultants on Staff

Workfront Fusion Certified Partner

Workfront Library Certified Partner

WF Partner of the Year 2018

Key Resources: 

  • CapabilitySource Connect for Workfront, a suite of pre-built utilities and embeddable pages that streamline and simplify the marketing experience in Workfront. Inspired by implementations with some of the largest brands, CapabilitySource Connect enables marketing groups greater ease in aligning the processes around industry best practice.

Key Use Case Expertise: 

  • Centralized PMO Projects in a solution for large financial institution Business Performance Solutions team: 100% elimination of spreadsheets; Lean Six Sigma process and procedure design for all organization; 70+ personalized, web-based training sessions; Stakeholder alignment, financial analysis and project management; Extra focus on project metadata, reporting and dashboards
  • Designed and automated an End-to-End Digital Marketing Integration Solution for large entertainment client: combined Workfront + Workfront Proof + API Automation to migrate from legacy system and modernize digital workflow
  • Transformed Compliance Operations for a large financial services client: designed a Workfront-based solution that modernizes marketing operations after retiring legacy case management system, including both Workfront user interface and API based FINRA filing

Key Integrations or Connectors:

  • CapabilitySource Connect
  • Dataflow Connector

Key Workfront Partners:

  • Hive9
  • Extensis
  • Service Now
  • Azuqua
  • Ventas Consulting

Key Workfront Add-ons:

  • Change Management and Workfront rollout planning with custom training
  • Process engineering
  • Information Modeling
  • Remote Workfront Administration

Key Vertical/Industry Expertise: 

  • Domain Expertise: PMO, Marketing, Sales, Service
  • Industry Expertise: Financial Services, Healthcare, Entertainment, Retail

Key Certifications: 

  • Lean Six Sigma Black Belts
  • Certified Enterprise Architects
  • Certified Technical Architects
  • Project Management Professionals
  • Certified Scrum Masters

Regional Coverage:

  • North America
  • South America