[Use Cases] Business Operations ๐Ÿ“Š

Hello Community! ๐Ÿค—

We are happy to be back with more Use Case content! Today, letโ€™s discuss Business Operations.

  • Use Case: Business Operations.
  • Can be used by: Any team.
  • How to launch: From the space creation dialogue.
  • Functionality used: Projects, folders, tasks, a dashboard, a request form.
  • Whatโ€™s inside: Operations process guide and folder structure, tools for capturing and tracking incoming requests.
  • Additional resources:ย 

- More on this Use Case template.
- Common Challenges of Working From Home for Business Operations Managers in Wrike Blog.

This Business Operations template can help your team set up or improve your operations processes: streamline request intake, prioritize, assign and monitor your operations requests, and plan and report on your projects.

It comes with a useful guide on how to plan the work of your operations team. The guide includes several tasks that walk you through the necessary steps like setting up your work intake and projects, as well as monitoring them and reporting.ย 

The template also contains sample projects that can help you get started.ย 

The โ€œBusiness Operations Requestsโ€ dashboard can help monitor incoming requests, quickly check their statuses and never miss a new request.ย 



Please let us know if youโ€™re interested in using this template. If you already have your business operations set up, it would be great if you could share any tips for your fellow Wrike users ๐Ÿ™Œ Comment below ๐Ÿ‘‡

ย 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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15 Kommentare
Spot On Innovative Approach Stellar Advice

A good starting point. At the end you will refine it much more into details as it is always fitting Wrike to your workflow.

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Spot On Innovative Approach Stellar Advice

Agree with Sven, good starting point.

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Spot On Innovative Approach Stellar Advice

We already have our blueprints and processes in place however this is a great starting point for new users. Thank you for all the templates!

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Spot On Innovative Approach Stellar Advice

Thank you for introducing Business operations. Currently, there are no use cases for this scenario, but I'll keep it in mind.

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Spot On Innovative Approach Stellar Advice

Thank you for your comment here! Please feel free to share any tips you have for setting up business ops processes ๐Ÿ™Œ

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
Spot On Innovative Approach Stellar Advice

This is an awesome template. But there is no use for us at the moment. Thanks for sharing!

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Spot On Innovative Approach Stellar Advice

as always - it's great to have a wealth of template options to choose from - especially with new teams and groups, it a great way to get them onboarded quickly and help teams set up baselines for what they need to achieve and how they are going to do this.ย ย 

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Spot On Innovative Approach Stellar Advice

Thanks for posting the template. Our operations does not use wrike (and has no plans to) unfortunately. We do have our own team using forms, blueprints, automation, etc though.

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Spot On Innovative Approach Stellar Advice

Thank you for reaching out here, everyone! We are happy to see that use case templates are useful to you!ย 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
Spot On Innovative Approach Stellar Advice

Not sure we have any specific use cases right now, but I love that there are instructions on how to set up the space included in the template!

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Spot On Innovative Approach Stellar Advice

Great information.ย  Templates are also welcome.ย  While you may not use every step of the way, you can cater them to your requirements.ย ย 

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Spot On Innovative Approach Stellar Advice

We already have our own request forms in place, but maybe in the future it could be nice to use. Also something to have a look at to see how it is structured. Thanks for the new templates!

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Spot On Innovative Approach Stellar Advice

Thank you, folks! Please make sure to let us know if you have any questions on any templates we're discussing here ๐Ÿ˜Š

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
Spot On Innovative Approach Stellar Advice

I agree with Megan O'Malley about catering to your requirements/needs...

Great resource!

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Spot On Innovative Approach Stellar Advice

A good basic start to operations.

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