[Use Case Marathon] Week 9 - Professional Services Request Management ๐Ÿ’ผ

Hello Community ๐Ÿค—

Itโ€™s time for our next use case marathon discussion, and this week, weโ€™re discussing request management for Professional Services.

Real-life example:

If you work in Professional Services, you probably receive requests for services, internal and external. You can automate the intake process with Wrike to get all the necessary information easier, track and report on progress, and launch projects faster.ย 

Professional Services Request Management Setup

You can start by creating a clear folder structure for the incoming requests:ย 

You can then create a Request Form with all the necessary questions. Itโ€™s also useful to create a workflow with the statuses that tell you and your team how work is (or isn't) progressing on tasks. You can use this workflow for tasks that are created upon the request formsโ€™ submission. Itโ€™s also a good idea to monitor your requests with Dashboards and report on overall progress with Wrikeโ€™s Reports.ย 

What functionality is being used:

  • Folder Structure
  • Request Forms
  • Approvals
  • Automation
  • Workflows
  • Custom Fields
  • Blueprints
  • Dashboards
  • Reports

ย 

Are you using Wrike for capturing service requests? If yes, please share your setup in the comments! ย 

If you donโ€™t do that in Wrike, but would like to learn more about how this could benefit your team, please also let us know in the comments below! ๐Ÿ‘‡

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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I love that it is so easy to create request forms!

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Even though I am not on a "professional services" account/team in Wrike, we use Wrike's awesome and dynamic request form to capture requests for reports/dashboards that our clients need us to build for them! We have a folder where the request lands, which leads us to be able to easily track new development requests in a dashboard or report. We utilize every Wrike feature listed in the post above!ย 

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We use request forms for just about everything to ensure the correct information is gathered and the tasks/project gets assigned to the right team members.ย 

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We use request forms for purchase requisitions - engineers and project managers can see the progress of supplier orders - when they were ordered, when they are expected, the purchase order details and any other information added as the order progresses.

Purchase orders are cross tagged to the job(project) folder for visibility for the PM

Special rush or schedule critical orders are also cross tagged to a "Purchase Orders to Chase Up" folder for use by the purchasing team. (This is a question in the request form.)

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Thanks a lot for sharing how you are using request forms in Wrike, everyone!ย ๐Ÿค—

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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Thanks for sharing. We mainly user Request Forms for registration of Risks and Issues. We are starting to think of other ways to utilize request forms more and more within our program.

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We use request forms that pull from Components from our blueprint library - this allows us to get the correct information, tasks and intake requirements!ย  We use request forms for many other features too such as risk logs, tracking out of office requests, etc!

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You're very welcome Kevin Thalackerย ๐Ÿค—

Thank you for sharing Sherrie beseckerย ๐Ÿ™Œ

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

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We also use request forms for generating ticktes, but we have a different folder structure. We have a folder for each department, or each ticket-category, but no folders for different statuses of a ticket. We handle the status only by a custom workflow, and it works fine!

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Thanks for sharing Florian Kislich!

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

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We use Wrike for Sales and Marketing campaigns and projects as well as eCommerce and Web operations. I work with several internal business leads to design blueprints for their recurring needs then create a dynamic request form as well to pre-populate the information necessary to begin project work. I then have it auto set to have myself and the established business unit lead as approvers of the project. Once approved, the project work is assigned and put into action!

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Jessi Beamerย Thank you for sharing in detail, I'm sure examples like that a very useful for many Community members ๐Ÿค—

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

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We're starting to use Request Forms much more across our organization. It's helpful to have all the questions, comments, and files presented at one time in a form to eliminate subsequent back-and-forth asks and questions about missing information. Most of our forms are simple, but the last one I created had 16 pages! I'm always impressed by the options Wrike has built into the platform to design a form exactly the way I need it.

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Pamela Coxย Thank you for sharing your case here ๐Ÿ’š

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

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