tips & tricks new user · dallas | november 14, 2017 | all rights reserved by wrike, inc. 1 new...

1Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

New User Tips & Tricks

November 14th, 2017

Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

Meet the Presenters

Renee OlsonCustomer Success Manager

Specialty: Change Management Guru and Productivity Expert

Fun Fact: Avid Green Bay Packers Fan

Julie MillsSenior Manager, Customer Success

Specialty: Collaborative Work Management & Change Management for teams

Fun Fact: Former Peace Corps Volunteer who specialized in org. development

Steven KearneyCustomer Success Manager

Specialty: Workflow strategy and customization

Fun Fact: Former member of the Stanford Varsity Men’s Golf team

Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

Agenda

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Operational Excellence

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Starting Point: React

Organize

Scale

Optimize

Continuous Improvement

React

REACT:

➔ Teams are reacting to outside requests

➔ Don’t always know status of work

➔ Information spread across systems

6Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

Phase 1: Organize

Organize

Scale

Optimize

Continuous Improvement

React

ORGANIZE:

➔ Teams have adopted a Single Source of Truth

➔ Defined workflow and roles of team

➔ Defined expectations of turn-around times

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Managing the Change to Wrike

Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

The Secret to Managing the Change to Wrike

Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

Communicate the Change

Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

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Script the Critical Moves

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Communicate, Improve & Make Wrike Stick

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Work Intake

Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

● Create a single avenue for work intake

● Methods of Intake: ○ Request forms○ Production Schedules○ Meetings○ Recurring operational work

● Leverage automation to streamline work creation

● Examples?

Where Does the Work Start on Your Team?

Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

● Determine who will submit requests to the team and who will traffic the requests

● Gather all information up front with Request Forms

● Eliminate the need for status updates

Tips & Tricks for Requests

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Demo

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Templates

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What are Some of Your Team’s Repeated Processes?

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Tips & Tricks for Templates

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Demo

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Collaboration:Centralize &Capture

Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

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Collaboration Best Practices

Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

Bringing it all together

PLANNING

PROCESS

VISIBILITY

COLLABORATION

Organize

Scale

Optimize

Continuous Improvement

React

24Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

Q&A

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26Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

Bonus! Dashboards &Reports

Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

Individuals Have Visibility Over Their Work

Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

Create Team-Based Dashboards for Managers

Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

Build Reports for Management

Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

Best Practices for Reports

Dallas | November 14, 2017 | All Rights Reserved by Wrike, Inc.

Connect Wrike with Work Habits

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Connect Wrike to the Way Your Team Works